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 |
|---|---|---|---|
Q3 2020Sep 30, 2020 | SMCI Super Micro Computer, Inc. | Sell | -83,720-2.2% |
Q3 2020Sep 30, 2020 | OTEX Open Text Corporation | Sell | -86,474-2.4% |
Q3 2020Sep 30, 2020 | TJX TJX Companies, Inc. (The) | Sell | -97,432-3.1% |
Q3 2020Sep 30, 2020 | UAA Under Armour, Inc. | Sell | -98,337-3.2% |
Q3 2020Sep 30, 2020 | MTLS Materialise NV | Sell | -104,647-15.0% |
Q3 2020Sep 30, 2020 | CTRA Coterra Energy Inc. | Sell | -187,765-2.9% |
Q3 2020Sep 30, 2020 | JBLU JetBlue Airways Corporation | Sell | -196,210-2.5% |
Q3 2020Sep 30, 2020 | TRIP TripAdvisor, Inc. | Sell - Position Exit | -320,933-100.0% |
Q3 2020Sep 30, 2020 | URBN Urban Outfitters, Inc. | Sell - Position Exit | -885,560-100.0% |
Q2 2020Jun 30, 2020 | EW Edwards Lifesciences Corporatio | Buy | +372,632+109.8% |
Q2 2020Jun 30, 2020 | STRA Strategic Education, Inc. | Buy | +224,629+219.0% |
Q2 2020Jun 30, 2020 | CSGP CoStar Group, Inc. | Sell | -474-4.5% |
Q2 2020Jun 30, 2020 | PRO PROS Holdings, Inc. | Sell | -3,970-2.3% |
Q2 2020Jun 30, 2020 | SRDX Surmodics, Inc. | Sell | -4,498-2.9% |
Q2 2020Jun 30, 2020 | SRI Stoneridge, Inc. | Sell | -4,806-2.7% |
Q2 2020Jun 30, 2020 | ZUMZ Zumiez Inc. | Sell | -5,395-2.6% |
Q2 2020Jun 30, 2020 | SPSC SPS Commerce, Inc. | Sell | -8,609-3.4% |
Q2 2020Jun 30, 2020 | OSPN OneSpan Inc. | Sell | -9,075-3.0% |
Q2 2020Jun 30, 2020 | IRBT iRobot Corporation | Sell | -10,976-3.3% |
Q2 2020Jun 30, 2020 | DLTH Duluth Holdings Inc. | Sell | -11,045-3.0% |
Q2 2020Jun 30, 2020 | MDXG MiMedx Group, Inc | Sell | -13,570-3.4% |
Q2 2020Jun 30, 2020 | IWP iShares Russell Midcap Growth E | Sell - Position Exit | -20,308-100.0% |
Q2 2020Jun 30, 2020 | CEVA CEVA, Inc. | Sell | -21,148-4.1% |
Q2 2020Jun 30, 2020 | CARA Cara Therapeutics, Inc. | Sell | -24,191-3.2% |
Q2 2020Jun 30, 2020 | ANET Arista Networks, Inc. | Sell | -29,975-30.2% |
Q2 2020Jun 30, 2020 | MTLS Materialise NV | Sell | -34,289-4.7% |
Q2 2020Jun 30, 2020 | GEOS Geospace Technologies Corporati | Sell | -48,338-5.8% |
Q2 2020Jun 30, 2020 | ISRG Intuitive Surgical, Inc. | Sell | -96,535-30.9% |
Q2 2020Jun 30, 2020 | IPGP IPG Photonics Corporation | Sell | -112,591-31.1% |
Q2 2020Jun 30, 2020 | CAKE The Cheesecake Factory Incorpor | Sell - Position Exit | -122,906-100.0% |