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 2018Mar 31, 2018	SNBR Sleep Number Corporation	Sleep Number Corporation	Sell	-73,920-2.0%	$126.57K	3,600,887
Q1 2018Mar 31, 2018	INTU Intuit Inc.	Intuit Inc.	Sell	-74,343-5.9%	$206.70K	1,192,382
Q1 2018Mar 31, 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-87,738-6.0%	$172.12K	1,370,604
Q1 2018Mar 31, 2018	GNTX Gentex Corporation	Gentex Corporation	Sell	-107,486-2.5%	$97.53K	4,236,935
Q1 2018Mar 31, 2018	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-126,672-2.6%	$96.06K	4,727,390
Q1 2018Mar 31, 2018	OTEX Open Text Corporation	Open Text Corporation	Sell	-169,133-3.0%	$192.05K	5,518,663
Q1 2018Mar 31, 2018	VREX Varex Imaging Corporation	Varex Imaging Corporation	Sell - Position Exit	-317,441-100.0%	$0.00	-
Q4 2017Dec 31, 2017	GGG Graco Inc.	Graco Inc.	Buy	+924,804+198.2%	$62.92K	1,391,450
Q4 2017Dec 31, 2017	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+539,040+60.6%	$67.69K	1,428,767
Q4 2017Dec 31, 2017	CGNX Cognex Corporation	Cognex Corporation	Buy	+414,079+97.8%	$51.23K	837,649
Q4 2017Dec 31, 2017	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+279,752+198.7%	$153.48K	420,568
Q4 2017Dec 31, 2017	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Buy	+122,434+39.6%	$7.71K	431,713
Q4 2017Dec 31, 2017	SWN		Buy	+51,514+0.8%	$38.39K	6,879,426
Q4 2017Dec 31, 2017	GNTX Gentex Corporation	Gentex Corporation	Buy	+44,383+1.0%	$91.02K	4,344,421
Q4 2017Dec 31, 2017	THRM Gentherm Inc	Gentherm Inc	Buy	+32,428+1.8%	$59.52K	1,874,739
Q4 2017Dec 31, 2017	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Buy	+20,311+2.9%	$9.01K	714,361
Q4 2017Dec 31, 2017	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Buy	+17,913+0.8%	$49.16K	2,349,468
Q4 2017Dec 31, 2017	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+17,358+1.5%	$85.80K	1,146,327
Q4 2017Dec 31, 2017	SYNA Synaptics Incorporated	Synaptics Incorporated	Buy	+14,010+1.4%	$40.51K	1,014,352
Q4 2017Dec 31, 2017	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+13,472+0.8%	$106.87K	1,643,075
Q4 2017Dec 31, 2017	PLXS Plexus Corp.	Plexus Corp.	Buy	+13,472+0.5%	$181.65K	2,991,614
Q4 2017Dec 31, 2017	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Buy	+13,101+2.7%	$16.87K	489,678
Q4 2017Dec 31, 2017	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+12,069+1.4%	$10.54K	861,219
Q4 2017Dec 31, 2017	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+11,675+0.6%	$238.51K	2,116,119
Q4 2017Dec 31, 2017	IRBT iRobot Corporation	iRobot Corporation	Buy	+11,202+3.1%	$28.92K	377,008
Q4 2017Dec 31, 2017	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+9,022+3.6%	$8.09K	257,588
Q4 2017Dec 31, 2017	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+7,589+0.8%	$98.57K	946,883
Q4 2017Dec 31, 2017	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+6,873+0.7%	$83.52K	950,333
Q4 2017Dec 31, 2017	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy	+5,675+0.5%	$89.54K	1,217,462
Q4 2017Dec 31, 2017	URBN Urban Outfitters, Inc.	Urban Outfitters, Inc.	Buy	+5,350+0.6%	$32.53K	927,815

Page 62 of 91 • 2702 total trades

«‹

60 61 62 63 64

›»