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
Q1 2019Mar 31, 2019	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Sell	-1,213-0.3%	$51.35K	395,974
Q1 2019Mar 31, 2019	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Sell	-1,403-0.2%	$96.73K	920,063
Q1 2019Mar 31, 2019	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Sell	-1,582-0.4%	$54.81K	361,096
Q1 2019Mar 31, 2019	URBN Urban Outfitters, Inc.	Urban Outfitters, Inc.	Sell	-1,994-0.2%	$27.87K	940,227
Q1 2019Mar 31, 2019	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Sell	-2,487-0.5%	$25.24K	490,524
Q1 2019Mar 31, 2019	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-2,992-0.8%	$209.36K	366,928
Q1 2019Mar 31, 2019	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Sell	-4,199-0.8%	$45.46K	549,583
Q1 2019Mar 31, 2019	MTLS Materialise NV	Materialise NV	Sell	-4,950-0.6%	$13.39K	850,964
Q1 2019Mar 31, 2019	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-5,438-0.5%	$48.28K	986,951
Q1 2019Mar 31, 2019	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-6,614-1.1%	$149.55K	602,386
Q1 2019Mar 31, 2019	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-8,332-0.6%	$62.58K	1,410,084
Q1 2019Mar 31, 2019	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-8,343-0.9%	$79.24K	955,176
Q1 2019Mar 31, 2019	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-8,366-0.9%	$101.33K	926,343
Q1 2019Mar 31, 2019	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-8,757-1.5%	$47.73K	595,136
Q1 2019Mar 31, 2019	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell - Position Exit	-10,438-100.0%	$0.00	-
Q1 2019Mar 31, 2019	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-11,465-1.3%	$49.89K	905,287
Q1 2019Mar 31, 2019	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-11,598-0.7%	$205.14K	1,577,661
Q1 2019Mar 31, 2019	DLB Dolby Laboratories	Dolby Laboratories	Sell	-11,849-0.8%	$92.06K	1,462,005
Q1 2019Mar 31, 2019	POWI Power Integrations, Inc.	Power Integrations, Inc.	Sell	-12,540-0.7%	$122.93K	1,757,709
Q1 2019Mar 31, 2019	INTU Intuit Inc.	Intuit Inc.	Sell	-12,727-1.2%	$264.87K	1,013,233
Q1 2019Mar 31, 2019	GNTX Gentex Corporation	Gentex Corporation	Sell	-13,927-0.3%	$88.19K	4,264,256
Q1 2019Mar 31, 2019	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-15,327-0.9%	$116.72K	1,627,733
Q1 2019Mar 31, 2019	GGG Graco Inc.	Graco Inc.	Sell	-17,799-1.3%	$67.58K	1,364,646
Q1 2019Mar 31, 2019	UAA Under Armour, Inc.	Under Armour, Inc.	Sell	-20,293-0.9%	$47.79K	2,260,719
Q1 2019Mar 31, 2019	SNBR Sleep Number Corporation	Sleep Number Corporation	Sell	-22,383-0.6%	$168.33K	3,581,571
Q1 2019Mar 31, 2019	PLXS Plexus Corp.	Plexus Corp.	Sell	-25,032-0.9%	$177.67K	2,914,947
Q1 2019Mar 31, 2019	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-32,503-12.9%	$2.22K	219,805
Q1 2019Mar 31, 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-46,243-1.0%	$78.83K	4,818,296
Q1 2019Mar 31, 2019	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-60,592-1.3%	$252.54K	4,746,025
Q1 2019Mar 31, 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-61,279-3.2%	$354.69K	1,853,832

Page 54 of 91 • 2702 total trades

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