Fred Martin – Disciplined Growth Investors Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Disciplined Growth Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – SharkNinja (SN), AxoGen, Inc. (AXGN), Bank of America Corporation (BAC), Broadcom Inc. (AVGO)
Increases – ZipRecruiter, Inc. (ZIP), Super Micro (SMCI), Cantaloupe, Inc. (CTLP), ViaSat, Inc. (VSAT), Arista Networks, Inc. (ANET), and 14 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Disciplined Growth Investors Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2020Sep 30, 2020 | SWN | Buy | +6,511,461+28.1% |
Q3 2020Sep 30, 2020 | PSTG Pure Storage, Inc. | Buy | +1,445,997+33.7% |
Q3 2020Sep 30, 2020 | POWI Power Integrations, Inc. | Buy | +1,145,887+94.8% |
Q3 2020Sep 30, 2020 | GNTX Gentex Corporation | Buy | +724,421+19.7% |
Q3 2020Sep 30, 2020 | DLTH Duluth Holdings Inc. | Buy | +688,850+191.1% |
Q3 2020Sep 30, 2020 | CHRS Coherus BioSciences, Inc. | Buy - Position Entry | +472,214 |
Q3 2020Sep 30, 2020 | TREX Trex Company, Inc. | Buy | +336,622+98.4% |
Q3 2020Sep 30, 2020 | PHX PHX Minerals Inc. | Buy - Position Entry | +302,916 |
Q3 2020Sep 30, 2020 | SNA Snap-On Incorporated | Buy - Position Entry | +228,774 |
Q3 2020Sep 30, 2020 | CFR Cullen/Frost Bankers, Inc. | Buy - Position Entry | +130,710 |
Q3 2020Sep 30, 2020 | CARA Cara Therapeutics, Inc. | Buy | +1,000+0.1% |
Q3 2020Sep 30, 2020 | SRI Stoneridge, Inc. | Buy | +190+0.1% |
Q3 2020Sep 30, 2020 | SSYS Stratasys | Buy | +120+0.1% |
Q3 2020Sep 30, 2020 | MDXG MiMedx Group, Inc | Sell | -138-0.0% |
Q3 2020Sep 30, 2020 | ZUMZ Zumiez Inc. | Sell | -603-0.3% |
Q3 2020Sep 30, 2020 | SRDX Surmodics, Inc. | Sell | -1,086-0.7% |
Q3 2020Sep 30, 2020 | IRBT iRobot Corporation | Sell | -1,192-0.4% |
Q3 2020Sep 30, 2020 | OSPN OneSpan Inc. | Sell | -1,223-0.4% |
Q3 2020Sep 30, 2020 | PRO PROS Holdings, Inc. | Sell | -1,278-0.8% |
Q3 2020Sep 30, 2020 | ANET Arista Networks | Sell | -2,026-2.9% |
Q3 2020Sep 30, 2020 | CEVA CEVA, Inc. | Sell | -3,195-0.7% |
Q3 2020Sep 30, 2020 | KRNT Kornit Digital | Sell | -3,240-0.8% |
Q3 2020Sep 30, 2020 | SPSC SPS Commerce, Inc. | Sell | -4,902-2.0% |
Q3 2020Sep 30, 2020 | GEOS Geospace Technologies Corporati | Sell | -5,008-0.6% |
Q3 2020Sep 30, 2020 | STRA Strategic Education, Inc. | Sell | -5,810-1.8% |
Q3 2020Sep 30, 2020 | FDS FactSet Research Systems Inc. | Sell | -5,941-3.4% |
Q3 2020Sep 30, 2020 | ISRG Intuitive Surgical, Inc. | Sell | -7,329-3.4% |
Q3 2020Sep 30, 2020 | IPGP IPG Photonics Corporation | Sell | -7,730-3.1% |
Q3 2020Sep 30, 2020 | CSGP CoStar Group, Inc. | Sell - Position Exit | -10,174-100.0% |
Q3 2020Sep 30, 2020 | PAYX Paychex, Inc. | Sell | -12,494-3.1% |