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 2018Sep 30, 2018 | ALGN Align Technology, Inc. | Buy | +9,958+1.1% |
Q3 2018Sep 30, 2018 | ISRG Intuitive Surgical, Inc. | Buy | +4,255+1.1% |
Q3 2018Sep 30, 2018 | SPSC SPS Commerce, Inc. | Sell | -2,187-1.5% |
Q3 2018Sep 30, 2018 | SSYS Stratasys | Sell | -2,688-1.8% |
Q3 2018Sep 30, 2018 | PRO PROS Holdings, Inc. | Sell | -3,118-1.0% |
Q3 2018Sep 30, 2018 | SRDX Surmodics, Inc. | Sell | -3,605-2.0% |
Q3 2018Sep 30, 2018 | ZUMZ Zumiez Inc. | Sell | -4,285-1.8% |
Q3 2018Sep 30, 2018 | LLFLQ LL Flooring Holdings, Inc. | Sell | -4,523-1.8% |
Q3 2018Sep 30, 2018 | MDXG MiMedx Group, Inc | Sell | -5,864-0.8% |
Q3 2018Sep 30, 2018 | IRBT iRobot Corporation | Sell | -5,969-1.6% |
Q3 2018Sep 30, 2018 | DLTH Duluth Holdings Inc. | Sell | -6,561-1.5% |
Q3 2018Sep 30, 2018 | OSPN OneSpan Inc. | Sell | -7,456-2.1% |
Q3 2018Sep 30, 2018 | KRNT Kornit Digital | Sell | -7,480-4.2% |
Q3 2018Sep 30, 2018 | CARA Cara Therapeutics, Inc. | Sell | -8,605-1.0% |
Q3 2018Sep 30, 2018 | CEVA CEVA, Inc. | Sell | -11,359-1.9% |
Q3 2018Sep 30, 2018 | VSAT ViaSat, Inc. | Sell | -15,433-1.4% |
Q3 2018Sep 30, 2018 | IWO iShares Russell 2000 Growth ETF | Sell - Position Exit | -16,700-100.0% |
Q3 2018Sep 30, 2018 | TREX Trex Company, Inc. | Sell | -17,128-2.3% |
Q3 2018Sep 30, 2018 | MTLS Materialise NV | Sell | -18,040-2.0% |
Q3 2018Sep 30, 2018 | CSGP CoStar Group, Inc. | Sell | -18,348-46.4% |
Q3 2018Sep 30, 2018 | ETD Ethan Allen Interiors Inc. | Sell | -259,427-12.0% |
Q2 2018Jun 30, 2018 | SMCI Super Micro | Buy | +1,192,788+51.5% |
Q2 2018Jun 30, 2018 | DLB Dolby Laboratories | Buy | +622,618+86.3% |
Q2 2018Jun 30, 2018 | TREX Trex Company, Inc. | Buy | +365,780+99.4% |
Q2 2018Jun 30, 2018 | OSPN OneSpan Inc. | Buy - Position Entry | +352,232 |
Q2 2018Jun 30, 2018 | POWI Power Integrations, Inc. | Buy | +271,950+19.6% |
Q2 2018Jun 30, 2018 | CSGP CoStar Group, Inc. | Sell | -70-0.2% |
Q2 2018Jun 30, 2018 | KRNT Kornit Digital | Sell | -150-0.1% |
Q2 2018Jun 30, 2018 | SPSC SPS Commerce, Inc. | Sell | -225-0.2% |
Q2 2018Jun 30, 2018 | SSYS Stratasys | Sell | -244-0.2% |