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 |
|---|---|---|---|
Q2 2016Jun 30, 2016 | MIDD The Middleby Corporation | Sell | -12,535-0.7% |
Q2 2016Jun 30, 2016 | OTEX Open Text Corporation | Sell | -16,025-0.5% |
Q2 2016Jun 30, 2016 | INTU Intuit Inc. | Sell | -19,975-1.3% |
Q2 2016Jun 30, 2016 | PLXS Plexus Corp. | Sell | -30,800-1.0% |
Q1 2016Mar 31, 2016 | SWN | Buy | +2,264,350+112.7% |
Q1 2016Mar 31, 2016 | POWI Power Integrations, Inc. | Buy | +245,750+24.4% |
Q1 2016Mar 31, 2016 | MDXG MiMedx Group, Inc | Buy - Position Entry | +187,525 |
Q1 2016Mar 31, 2016 | PRO PROS Holdings, Inc. | Buy | +182,050+152.2% |
Q1 2016Mar 31, 2016 | SPSC SPS Commerce, Inc. | Buy - Position Entry | +141,725 |
Q1 2016Mar 31, 2016 | SSYS Stratasys | Buy | +4,625+3.3% |
Q1 2016Mar 31, 2016 | THRM Gentherm Inc | Buy | +4,000+0.5% |
Q1 2016Mar 31, 2016 | CEVA CEVA, Inc. | Buy | +1,525+0.2% |
Q1 2016Mar 31, 2016 | SRDX Surmodics, Inc. | Buy | +975+0.5% |
Q1 2016Mar 31, 2016 | ZUMZ Zumiez Inc. | Buy | +650+0.3% |
Q1 2016Mar 31, 2016 | TREX Trex Company, Inc. | Buy | +325+0.1% |
Q1 2016Mar 31, 2016 | LLFLQ LL Flooring Holdings, Inc. | Sell | -125-0.1% |
Q1 2016Mar 31, 2016 | CSGP CoStar Group, Inc. | Sell | -155-0.4% |
Q1 2016Mar 31, 2016 | IRBT iRobot Corporation | Sell | -450-0.1% |
Q1 2016Mar 31, 2016 | GEOS Geospace Technologies Corporati | Sell | -1,225-0.3% |
Q1 2016Mar 31, 2016 | MRCY Mercury Systems Inc | Sell | -2,250-1.0% |
Q1 2016Mar 31, 2016 | MTLS Materialise NV | Sell | -3,510-0.5% |
Q1 2016Mar 31, 2016 | ISRG Intuitive Surgical, Inc. | Sell | -6,075-3.7% |
Q1 2016Mar 31, 2016 | IWP iShares Russell Midcap Growth E | Sell - Position Exit | -6,100-100.0% |
Q1 2016Mar 31, 2016 | TRIP TripAdvisor, Inc. | Sell | -13,375-2.8% |
Q1 2016Mar 31, 2016 | RL Ralph Lauren Corporation | Sell | -14,600-3.5% |
Q1 2016Mar 31, 2016 | TRMB Trimble Inc. | Sell | -15,032-10.5% |
Q1 2016Mar 31, 2016 | SYNA Synaptics Incorporated | Sell | -17,111-1.7% |
Q1 2016Mar 31, 2016 | MCHP Microchip Technology Incorporat | Sell | -17,900-1.8% |
Q1 2016Mar 31, 2016 | GGG Graco Inc. | Sell | -18,300-3.8% |
Q1 2016Mar 31, 2016 | VSAT ViaSat, Inc. | Sell | -18,950-3.3% |