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 2022Jun 30, 2022 | EMR Emerson Electric Company | Sell - Position Exit | -2,300-100.0% |
Q2 2022Jun 30, 2022 | CB Chubb Limited | Sell - Position Exit | -2,462-100.0% |
Q2 2022Jun 30, 2022 | NVO Novo Nordisk A/S | Sell - Position Exit | -2,779-100.0% |
Q2 2022Jun 30, 2022 | FIS Fidelity National Information S | Sell - Position Exit | -2,937-100.0% |
Q2 2022Jun 30, 2022 | ICE Intercontinental Exchange Inc. | Sell - Position Exit | -3,293-100.0% |
Q2 2022Jun 30, 2022 | FI Fiserv, Inc. | Sell - Position Exit | -4,142-100.0% |
Q2 2022Jun 30, 2022 | AAPL Apple Inc. | Sell | -4,274-66.1% |
Q2 2022Jun 30, 2022 | BERY Berry Global Group, Inc. | Sell - Position Exit | -5,534-100.0% |
Q2 2022Jun 30, 2022 | TAP Molson Coors Beverage Company | Sell - Position Exit | -5,725-100.0% |
Q2 2022Jun 30, 2022 | FCX Freeport-McMoRan, Inc. | Sell - Position Exit | -5,874-100.0% |
Q2 2022Jun 30, 2022 | QSR Restaurant Brands International | Sell - Position Exit | -6,268-100.0% |
Q2 2022Jun 30, 2022 | MDLZ Mondelez International, Inc. | Sell - Position Exit | -7,116-100.0% |
Q2 2022Jun 30, 2022 | SNAP Snap Inc. | Sell - Position Exit | -10,388-100.0% |
Q2 2022Jun 30, 2022 | TELL | Sell - Position Exit | -25,000-100.0% |
Q2 2022Jun 30, 2022 | INTU Intuit Inc. | Sell | -32,557-9.6% |
Q2 2022Jun 30, 2022 | SPGI S&P Global Inc. | Sell - Position Exit | -116,607-100.0% |
Q2 2022Jun 30, 2022 | PAYX Paychex, Inc. | Sell | -238,153-38.7% |
Q2 2022Jun 30, 2022 | TJX TJX Companies, Inc. (The) | Sell | -345,762-20.9% |
Q2 2022Jun 30, 2022 | JBLU JetBlue Airways Corporation | Sell | -978,739-23.2% |
Q1 2022Mar 31, 2022 | VZIO VIZIO Holding Corp. | Buy - Position Entry | +991,110 |
Q1 2022Mar 31, 2022 | SWN | Buy | +507,082+1.9% |
Q1 2022Mar 31, 2022 | MCHP Microchip Technology Incorporat | Buy | +388,318+23.4% |
Q1 2022Mar 31, 2022 | SPGI S&P Global Inc. | Buy - Position Entry | +116,607 |
Q1 2022Mar 31, 2022 | UAA Under Armour, Inc. | Buy | +104,578+2.7% |
Q1 2022Mar 31, 2022 | GNTX Gentex Corporation | Buy | +97,292+2.1% |
Q1 2022Mar 31, 2022 | SFIX Stitch Fix, Inc. | Buy | +93,276+3.2% |
Q1 2022Mar 31, 2022 | PSTG Pure Storage, Inc. | Buy | +83,091+1.7% |
Q1 2022Mar 31, 2022 | DLB Dolby Laboratories | Buy | +79,257+5.4% |
Q1 2022Mar 31, 2022 | SMCI Super Micro Computer, Inc. | Buy | +77,339+1.7% |
Q1 2022Mar 31, 2022 | PLXS Plexus Corp. | Buy | +74,646+3.4% |