Fred Martin - Disciplined Growth Investors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 64 | |
| Portfolio Value | $4.83B |
Disciplined Growth Investors Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -679-100.0% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Sell - Position Exit | -1,332-100.0% |
Q2 2025Jun 30, 2025 | ISRG Intuitive Surgical, Inc. | Sell - Position Exit | -134,657-100.0% |
Q2 2025Jun 30, 2025 | FOXF Fox Factory Holding Corp. | Sell - Position Exit | -137,239-100.0% |
Q2 2025Jun 30, 2025 | SPSC SPS Commerce, Inc. | Sell - Position Exit | -147,627-100.0% |
Q2 2025Jun 30, 2025 | PAYX Paychex, Inc. | Sell - Position Exit | -161,799-100.0% |
Q2 2025Jun 30, 2025 | INTU Intuit Inc. | Sell - Position Exit | -178,996-100.0% |
Q2 2025Jun 30, 2025 | SRDX Surmodics, Inc. | Sell - Position Exit | -202,953-100.0% |
Q2 2025Jun 30, 2025 | SRI Stoneridge, Inc. | Sell - Position Exit | -227,929-100.0% |
Q2 2025Jun 30, 2025 | SSD Simpson Manufacturing Company, | Sell - Position Exit | -266,935-100.0% |
Q2 2025Jun 30, 2025 | LSTR Landstar System, Inc. | Sell - Position Exit | -310,617-100.0% |
Q2 2025Jun 30, 2025 | TTWO Take-Two Interactive Software, | Sell - Position Exit | -322,794-100.0% |
Q2 2025Jun 30, 2025 | MDXG MiMedx Group, Inc | Sell - Position Exit | -339,864-100.0% |
Q2 2025Jun 30, 2025 | ADSK Autodesk, Inc. | Sell - Position Exit | -343,756-100.0% |
Q2 2025Jun 30, 2025 | SNA Snap-On Incorporated | Sell - Position Exit | -394,315-100.0% |
Q2 2025Jun 30, 2025 | VRNT Verint Systems Inc. | Sell - Position Exit | -400,386-100.0% |
Q2 2025Jun 30, 2025 | GGG Graco Inc. | Sell - Position Exit | -404,026-100.0% |
Q2 2025Jun 30, 2025 | CEVA CEVA, Inc. | Sell - Position Exit | -440,719-100.0% |
Q2 2025Jun 30, 2025 | SSTI SoundThinking, Inc. | Sell - Position Exit | -450,242-100.0% |
Q2 2025Jun 30, 2025 | STRA Strategic Education, Inc. | Sell - Position Exit | -474,788-100.0% |
Q2 2025Jun 30, 2025 | MLKN MillerKnoll, Inc. | Sell - Position Exit | -571,822-100.0% |
Q2 2025Jun 30, 2025 | IPGP IPG Photonics Corporation | Sell - Position Exit | -581,394-100.0% |
Q2 2025Jun 30, 2025 | MSM MSC Industrial Direct Company, | Sell - Position Exit | -618,116-100.0% |
Q2 2025Jun 30, 2025 | GNRC Generac Holdlings Inc. | Sell - Position Exit | -643,667-100.0% |
Q2 2025Jun 30, 2025 | PGNY Progyny, Inc. | Sell - Position Exit | -653,070-100.0% |
Q2 2025Jun 30, 2025 | CELH Celsius Holdings, Inc. | Sell - Position Exit | -721,264-100.0% |
Q2 2025Jun 30, 2025 | ALGN Align Technology, Inc. | Sell - Position Exit | -837,233-100.0% |
Q2 2025Jun 30, 2025 | LGIH LGI Homes, Inc. | Sell - Position Exit | -934,007-100.0% |
Q2 2025Jun 30, 2025 | EGAN eGain Corporation | Sell - Position Exit | -963,494-100.0% |
Q2 2025Jun 30, 2025 | PRO PROS Holdings, Inc. | Sell - Position Exit | -1,074,105-100.0% |