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 |
|---|---|---|---|
Q4 2017Dec 31, 2017 | EW Edwards Lifesciences Corporatio | Buy | +11,675+0.6% |
Q4 2017Dec 31, 2017 | IRBT iRobot Corporation | Buy | +11,202+3.1% |
Q4 2017Dec 31, 2017 | RCL Royal Caribbean | Buy | +10,349+1.0% |
Q4 2017Dec 31, 2017 | GRMN Garmin | Buy | +9,409+0.6% |
Q4 2017Dec 31, 2017 | LLFLQ LL Flooring Holdings, Inc. | Buy | +9,022+3.6% |
Q4 2017Dec 31, 2017 | LSTR Landstar System, Inc. | Buy | +7,589+0.8% |
Q4 2017Dec 31, 2017 | MCHP Microchip Technology Incorporat | Buy | +6,873+0.7% |
Q4 2017Dec 31, 2017 | KRNT Kornit Digital | Buy | +5,732+3.2% |
Q4 2017Dec 31, 2017 | POWI Power Integrations, Inc. | Buy | +5,675+0.5% |
Q4 2017Dec 31, 2017 | URBN Urban Outfitters, Inc. | Buy | +5,350+0.6% |
Q4 2017Dec 31, 2017 | MANH Manhattan Associates, Inc. | Buy | +4,046+0.4% |
Q4 2017Dec 31, 2017 | IWP iShares Russell Midcap Growth E | Buy - Position Entry | +3,605 |
Q4 2017Dec 31, 2017 | GEOS Geospace Technologies Corporati | Buy | +3,605+0.7% |
Q4 2017Dec 31, 2017 | SPSC SPS Commerce, Inc. | Buy | +3,431+2.4% |
Q4 2017Dec 31, 2017 | MIDD The Middleby Corporation | Buy | +2,066+0.1% |
Q4 2017Dec 31, 2017 | ADSK Autodesk, Inc. | Buy | +1,419+0.1% |
Q4 2017Dec 31, 2017 | RL Ralph Lauren Corporation | Buy | +1,068+0.3% |
Q4 2017Dec 31, 2017 | FDS FactSet Research Systems Inc. | Buy | +832+0.1% |
Q4 2017Dec 31, 2017 | SNBR Sleep Number Corporation | Sell | -132-0.0% |
Q4 2017Dec 31, 2017 | MTLS Materialise NV | Sell | -270-0.0% |
Q4 2017Dec 31, 2017 | MYGN Myriad Genetics, Inc. | Sell | -279-0.0% |
Q4 2017Dec 31, 2017 | CSGP CoStar Group, Inc. | Sell | -540-1.3% |
Q4 2017Dec 31, 2017 | VREX Varex Imaging Corporation | Sell | -860-0.3% |
Q4 2017Dec 31, 2017 | PRO PROS Holdings, Inc. | Sell | -994-0.3% |
Q4 2017Dec 31, 2017 | SSYS Stratasys | Sell | -1,871-1.2% |
Q4 2017Dec 31, 2017 | ETD Ethan Allen Interiors Inc. | Sell | -1,920-0.1% |
Q4 2017Dec 31, 2017 | SRDX Surmodics, Inc. | Sell | -2,201-1.2% |
Q4 2017Dec 31, 2017 | PRLB Proto Labs, Inc. | Sell | -2,298-0.2% |
Q4 2017Dec 31, 2017 | ZUMZ Zumiez Inc. | Sell | -2,642-1.1% |
Q4 2017Dec 31, 2017 | CAKE The Cheesecake Factory Incorpor | Sell | -3,434-0.3% |