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 2018Sep 30, 2018	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Buy	+273,371+7.8%	$77.98K	3,783,776
Q3 2018Sep 30, 2018	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+206,208+4.4%	$94.61K	4,887,124
Q3 2018Sep 30, 2018	GNTX Gentex Corporation	Gentex Corporation	Buy	+178,464+4.3%	$93.57K	4,360,098
Q3 2018Sep 30, 2018	DLB Dolby Laboratories	Dolby Laboratories	Buy	+152,940+11.4%	$104.76K	1,497,157
Q3 2018Sep 30, 2018	STRA Strategic Education, Inc.	Strategic Education, Inc.	Buy - Position Entry	+118,844	$16.29K	118,844
Q3 2018Sep 30, 2018	UAA Under Armour, Inc.	Under Armour, Inc.	Buy	+110,050+5.0%	$49.40K	2,327,830
Q3 2018Sep 30, 2018	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+86,600+3.7%	$273.63K	2,442,734
Q3 2018Sep 30, 2018	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Buy - Position Entry	+73,398	$6.47K	73,398
Q3 2018Sep 30, 2018	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+71,112+4.5%	$121.01K	1,654,296
Q3 2018Sep 30, 2018	SNBR Sleep Number Corporation	Sleep Number Corporation	Buy	+68,752+1.9%	$134.30K	3,651,363
Q3 2018Sep 30, 2018	PLXS Plexus Corp.	Plexus Corp.	Buy	+67,180+2.3%	$173.88K	2,971,726
Q3 2018Sep 30, 2018	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+63,387+4.6%	$86.10K	1,439,614
Q3 2018Sep 30, 2018	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy	+60,882+3.7%	$108.67K	1,719,472
Q3 2018Sep 30, 2018	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+55,826+4.3%	$62.44K	1,357,351
Q3 2018Sep 30, 2018	OTEX Open Text Corporation	Open Text Corporation	Buy	+54,105+1.0%	$209.10K	5,496,882
Q3 2018Sep 30, 2018	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+51,647+10.6%	$7.40K	540,398
Q3 2018Sep 30, 2018	GGG Graco Inc.	Graco Inc.	Buy	+49,219+3.6%	$65.05K	1,403,814
Q3 2018Sep 30, 2018	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+42,520+2.7%	$209.29K	1,618,017
Q3 2018Sep 30, 2018	URBN Urban Outfitters, Inc.	Urban Outfitters, Inc.	Buy	+41,049+4.6%	$38.19K	933,704
Q3 2018Sep 30, 2018	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+40,567+4.4%	$76.05K	963,722
Q3 2018Sep 30, 2018	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Buy	+36,478+4.1%	$50.82K	930,777
Q3 2018Sep 30, 2018	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+36,418+1.8%	$359.29K	2,063,704
Q3 2018Sep 30, 2018	THRM Gentherm Inc	Gentherm Inc	Buy	+35,323+1.9%	$85.02K	1,870,707
Q3 2018Sep 30, 2018	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+32,806+3.6%	$115.55K	947,094
Q3 2018Sep 30, 2018	INTU Intuit Inc.	Intuit Inc.	Buy	+32,197+2.9%	$263.85K	1,160,301
Q3 2018Sep 30, 2018	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Buy	+26,220+5.5%	$25.68K	502,930
Q3 2018Sep 30, 2018	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+26,065+2.7%	$53.85K	1,005,754
Q3 2018Sep 30, 2018	CGNX Cognex Corporation	Cognex Corporation	Buy	+25,390+3.2%	$46.03K	824,602
Q3 2018Sep 30, 2018	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Buy	+22,895+2.5%	$151.91K	939,135
Q3 2018Sep 30, 2018	SYNA Synaptics Incorporated	Synaptics Incorporated	Buy	+22,612+2.3%	$46.34K	1,015,856

Page 57 of 91 • 2702 total trades

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