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 | UAA Under Armour, Inc. | Sell | -98,337-3.2% |
Q3 2020Sep 30, 2020 | MTLS Materialise NV | Sell | -104,647-15.0% |
Q3 2020Sep 30, 2020 | CTRA Coterra Energy Inc. | Sell | -187,765-2.9% |
Q3 2020Sep 30, 2020 | JBLU JetBlue Airways Corporation | Sell | -196,210-2.5% |
Q3 2020Sep 30, 2020 | TRIP TripAdvisor, Inc. | Sell - Position Exit | -320,933-100.0% |
Q3 2020Sep 30, 2020 | URBN Urban Outfitters, Inc. | Sell - Position Exit | -885,560-100.0% |
Q2 2020Jun 30, 2020 | EW Edwards Lifesciences Corporatio | Buy | +372,632+109.8% |
Q2 2020Jun 30, 2020 | STRA Strategic Education, Inc. | Buy | +224,629+219.0% |
Q2 2020Jun 30, 2020 | CSGP CoStar Group, Inc. | Sell | -474-4.5% |
Q2 2020Jun 30, 2020 | SSYS Stratasys | Sell | -3,333-2.7% |
Q2 2020Jun 30, 2020 | PRO PROS Holdings, Inc. | Sell | -3,970-2.3% |
Q2 2020Jun 30, 2020 | SRDX Surmodics, Inc. | Sell | -4,498-2.9% |
Q2 2020Jun 30, 2020 | SRI Stoneridge, Inc. | Sell | -4,806-2.7% |
Q2 2020Jun 30, 2020 | ZUMZ Zumiez Inc. | Sell | -5,395-2.6% |
Q2 2020Jun 30, 2020 | SPSC SPS Commerce, Inc. | Sell | -8,609-3.4% |
Q2 2020Jun 30, 2020 | OSPN OneSpan Inc. | Sell | -9,075-3.0% |
Q2 2020Jun 30, 2020 | IRBT iRobot Corporation | Sell | -10,976-3.3% |
Q2 2020Jun 30, 2020 | DLTH Duluth Holdings Inc. | Sell | -11,045-3.0% |
Q2 2020Jun 30, 2020 | MDXG MiMedx Group, Inc | Sell | -13,570-3.4% |
Q2 2020Jun 30, 2020 | IWP iShares Russell Midcap Growth E | Sell - Position Exit | -20,308-100.0% |
Q2 2020Jun 30, 2020 | CEVA CEVA, Inc. | Sell | -21,148-4.1% |
Q2 2020Jun 30, 2020 | CARA Cara Therapeutics, Inc. | Sell | -24,191-3.2% |
Q2 2020Jun 30, 2020 | ANET Arista Networks | Sell | -29,975-30.2% |
Q2 2020Jun 30, 2020 | MTLS Materialise NV | Sell | -34,289-4.7% |
Q2 2020Jun 30, 2020 | GEOS Geospace Technologies Corporati | Sell | -48,338-5.8% |
Q2 2020Jun 30, 2020 | KRNT Kornit Digital | Sell | -68,191-14.8% |
Q2 2020Jun 30, 2020 | ISRG Intuitive Surgical, Inc. | Sell | -96,535-30.9% |
Q2 2020Jun 30, 2020 | IPGP IPG Photonics Corporation | Sell | -112,591-31.1% |
Q2 2020Jun 30, 2020 | CAKE The Cheesecake Factory Incorpor | Sell - Position Exit | -122,906-100.0% |
Q2 2020Jun 30, 2020 | FDS FactSet Research Systems Inc. | Sell | -145,693-45.4% |