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 2019Sep 30, 2019 | IPGP IPG Photonics Corporation | Buy | +9,382+2.7% |
Q3 2019Sep 30, 2019 | RL Ralph Lauren Corporation | Buy | +7,988+2.1% |
Q3 2019Sep 30, 2019 | FDS FactSet Research Systems Inc. | Buy | +4,034+0.8% |
Q3 2019Sep 30, 2019 | GEOS Geospace Technologies Corporati | Buy | +3,360+0.4% |
Q3 2019Sep 30, 2019 | OSPN OneSpan Inc. | Buy | +1,848+0.5% |
Q3 2019Sep 30, 2019 | SFIX Stitch Fix, Inc. | Buy | +1,670+0.5% |
Q3 2019Sep 30, 2019 | MDXG MiMedx Group, Inc | Buy | +877+0.2% |
Q3 2019Sep 30, 2019 | IRBT iRobot Corporation | Buy | +698+0.2% |
Q3 2019Sep 30, 2019 | CARA Cara Therapeutics, Inc. | Buy | +583+0.1% |
Q3 2019Sep 30, 2019 | SRDX Surmodics, Inc. | Buy | +493+0.3% |
Q3 2019Sep 30, 2019 | CEVA CEVA, Inc. | Buy | +455+0.1% |
Q3 2019Sep 30, 2019 | LLFLQ LL Flooring Holdings, Inc. | Buy | +417+0.2% |
Q3 2019Sep 30, 2019 | STRA Strategic Education, Inc. | Buy | +284+0.2% |
Q3 2019Sep 30, 2019 | ZUMZ Zumiez Inc. | Sell | -1-0.0% |
Q3 2019Sep 30, 2019 | CSGP CoStar Group, Inc. | Sell | -5-0.0% |
Q3 2019Sep 30, 2019 | KRNT Kornit Digital | Sell | -25-0.0% |
Q3 2019Sep 30, 2019 | SSYS Stratasys | Sell | -238-0.2% |
Q3 2019Sep 30, 2019 | TREX Trex Company, Inc. | Sell | -1,770-0.3% |
Q3 2019Sep 30, 2019 | IWP iShares Russell Midcap Growth E | Sell - Position Exit | -2,499-100.0% |
Q3 2019Sep 30, 2019 | SYNA Synaptics Incorporated | Sell | -2,659-0.9% |
Q3 2019Sep 30, 2019 | MTLS Materialise NV | Sell | -4,601-0.5% |
Q3 2019Sep 30, 2019 | PRO PROS Holdings, Inc. | Sell | -10,281-5.1% |
Q3 2019Sep 30, 2019 | ISRG Intuitive Surgical, Inc. | Sell | -22,448-6.5% |
Q3 2019Sep 30, 2019 | INTU Intuit Inc. | Sell | -44,092-4.8% |
Q3 2019Sep 30, 2019 | MANH Manhattan Associates, Inc. | Sell | -309,100-36.0% |
Q3 2019Sep 30, 2019 | EW Edwards Lifesciences Corporatio | Sell | -344,516-19.6% |
Q2 2019Jun 30, 2019 | SWN | Buy | +1,589,262+10.7% |
Q2 2019Jun 30, 2019 | SMCI Super Micro Computer, Inc. | Buy | +1,025,702+26.3% |
Q2 2019Jun 30, 2019 | CGNX Cognex Corporation | Buy | +189,484+18.3% |
Q2 2019Jun 30, 2019 | GEOS Geospace Technologies Corporati | Buy | +6,013+0.7% |