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 2014Sep 30, 2014 | CAKE The Cheesecake Factory Incorpor | Sell | -22,985-2.1% |
Q3 2014Sep 30, 2014 | SSYS Stratasys | Sell | -25,975-14.9% |
Q3 2014Sep 30, 2014 | SRDX Surmodics, Inc. | Sell | -34,375-15.5% |
Q3 2014Sep 30, 2014 | INCY Incyte Corporation | Sell - Position Exit | -35,100-100.0% |
Q3 2014Sep 30, 2014 | MRCY Mercury Systems Inc | Sell | -36,650-13.7% |
Q3 2014Sep 30, 2014 | SMCI Super Micro | Sell | -42,150-14.2% |
Q3 2014Sep 30, 2014 | RCL Royal Caribbean | Sell | -50,766-3.9% |
Q3 2014Sep 30, 2014 | IRBT iRobot Corporation | Sell | -53,300-16.9% |
Q3 2014Sep 30, 2014 | SYNA Synaptics Incorporated | Sell | -74,232-14.9% |
Q3 2014Sep 30, 2014 | INTU Intuit Inc. | Sell | -96,552-4.8% |
Q3 2014Sep 30, 2014 | CEVA CEVA, Inc. | Sell | -125,525-16.3% |
Q3 2014Sep 30, 2014 | TRMB Trimble Inc. | Sell | -167,938-4.1% |
Q3 2014Sep 30, 2014 | THRM Gentherm Inc | Sell | -187,035-19.0% |
Q3 2014Sep 30, 2014 | ETN Eaton | Sell | -492,042-30.4% |
Q2 2014Jun 30, 2014 | MYGN Myriad Genetics, Inc. | Buy - Position Entry | +821,612 |
Q2 2014Jun 30, 2014 | JBLU JetBlue Airways Corporation | Buy | +584,495+15.8% |
Q2 2014Jun 30, 2014 | TRMB Trimble Inc. | Buy | +372,488+10.1% |
Q2 2014Jun 30, 2014 | ETD Ethan Allen Interiors Inc. | Buy | +267,307+12.5% |
Q2 2014Jun 30, 2014 | ADSK Autodesk, Inc. | Buy | +256,687+15.3% |
Q2 2014Jun 30, 2014 | AKAM Akamai Technologies, Inc. | Buy | +241,701+17.0% |
Q2 2014Jun 30, 2014 | GNTX Gentex Corporation | Buy | +222,573+11.3% |
Q2 2014Jun 30, 2014 | PLXS Plexus Corp. | Buy | +218,743+7.2% |
Q2 2014Jun 30, 2014 | EW Edwards Lifesciences Corporatio | Buy | +204,463+17.5% |
Q2 2014Jun 30, 2014 | INTU Intuit Inc. | Buy | +162,880+8.8% |
Q2 2014Jun 30, 2014 | RCL Royal Caribbean | Buy | +158,973+13.9% |
Q2 2014Jun 30, 2014 | ETN Eaton | Buy | +151,294+10.3% |
Q2 2014Jun 30, 2014 | GRMN Garmin | Buy | +151,179+13.1% |
Q2 2014Jun 30, 2014 | LSTR Landstar System, Inc. | Buy | +150,523+17.1% |
Q2 2014Jun 30, 2014 | BRC Brady Corporation | Buy | +138,200+25.5% |
Q2 2014Jun 30, 2014 | MCHP Microchip Technology Incorporat | Buy | +129,741+15.0% |