Fred Martin - Disciplined Growth Investors Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		64
Portfolio Value		$4.83B

Disciplined Growth Investors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q3 2022Sep 30, 2022	DLX Deluxe Corporation	Deluxe Corporation	Sell	-761,901-89.9%	$1.42K	85,200
Q3 2022Sep 30, 2022	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-2,896,844-89.6%	$2.23K	335,795
Q2 2022Jun 30, 2022	UAA Under Armour, Inc.	Under Armour, Inc.	Buy	+1,974,546+49.6%	$49.62K	5,956,408
Q2 2022Jun 30, 2022	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+739,795+62.1%	$119.41K	1,930,313
Q2 2022Jun 30, 2022	CGNX Cognex Corporation	Cognex Corporation	Buy	+637,024+55.9%	$75.51K	1,775,819
Q2 2022Jun 30, 2022	SFIX Stitch Fix, Inc.	Stitch Fix, Inc.	Buy	+596,214+19.8%	$17.82K	3,607,509
Q2 2022Jun 30, 2022	SMTC Semtech Corporation	Semtech Corporation	Buy - Position Entry	+556,123	$30.57K	556,123
Q2 2022Jun 30, 2022	VZIO VIZIO Holding Corp.	VIZIO Holding Corp.	Buy	+500,703+50.5%	$10.17K	1,491,813
Q2 2022Jun 30, 2022	SWN		Buy	+114,744+0.4%	$172.59K	27,613,927
Q2 2022Jun 30, 2022	LGIH LGI Homes, Inc.	LGI Homes, Inc.	Buy	+100,627+21.4%	$49.59K	570,672
Q2 2022Jun 30, 2022	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+90,424+21.5%	$120.77K	510,282
Q2 2022Jun 30, 2022	DLB Dolby Laboratories	Dolby Laboratories	Buy	+70,265+4.5%	$115.97K	1,620,572
Q2 2022Jun 30, 2022	PSTG Pure Storage, Inc.	Pure Storage, Inc.	Buy	+62,343+1.2%	$131.85K	5,128,528
Q2 2022Jun 30, 2022	GNTX Gentex Corporation	Gentex Corporation	Buy	+54,806+1.1%	$136.39K	4,876,274
Q2 2022Jun 30, 2022	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Buy	+47,994+0.8%	$147.17K	5,706,604
Q2 2022Jun 30, 2022	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Buy	+40,113+0.9%	$183.68K	4,552,205
Q2 2022Jun 30, 2022	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+28,567+1.4%	$120.64K	2,077,201
Q2 2022Jun 30, 2022	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+27,790+1.0%	$90.29K	2,947,730
Q2 2022Jun 30, 2022	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+26,309+1.4%	$34.54K	1,900,787
Q2 2022Jun 30, 2022	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy	+24,398+1.3%	$137.88K	1,838,135
Q2 2022Jun 30, 2022	PLXS Plexus Corp.	Plexus Corp.	Buy	+22,365+1.0%	$180.13K	2,294,623
Q2 2022Jun 30, 2022	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+17,882+1.1%	$147.84K	1,618,734
Q2 2022Jun 30, 2022	OTEX Open Text Corporation	Open Text Corporation	Buy	+17,671+0.8%	$87.40K	2,309,683
Q2 2022Jun 30, 2022	SNBR Sleep Number Corporation	Sleep Number Corporation	Buy	+17,356+0.8%	$66.33K	2,143,198
Q2 2022Jun 30, 2022	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Buy	+15,970+0.9%	$89.79K	1,876,946
Q2 2022Jun 30, 2022	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy	+13,814+1.8%	$73.60K	785,105
Q2 2022Jun 30, 2022	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+13,091+0.8%	$34.28K	1,622,477
Q2 2022Jun 30, 2022	THRM Gentherm Inc	Gentherm Inc	Buy	+11,361+1.0%	$74.39K	1,191,940
Q2 2022Jun 30, 2022	GGG Graco Inc.	Graco Inc.	Buy	+10,404+1.6%	$40.06K	674,354
Q2 2022Jun 30, 2022	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+9,125+2.0%	$80.13K	466,003

Page 25 of 91 • 2702 total trades

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