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 2017Sep 30, 2017	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-19,125-4.9%	$33.79K	375,117
Q3 2017Sep 30, 2017	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-19,525-0.9%	$230.04K	2,104,444
Q3 2017Sep 30, 2017	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-19,725-1.7%	$72.61K	1,128,969
Q3 2017Sep 30, 2017	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-20,499-1.8%	$202.92K	1,089,368
Q3 2017Sep 30, 2017	POWI Power Integrations, Inc.	Power Integrations, Inc.	Sell	-22,900-1.9%	$88.70K	1,211,787
Q3 2017Sep 30, 2017	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-23,812-1.0%	$181.45K	2,461,049
Q3 2017Sep 30, 2017	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-26,925-3.1%	$11.63K	849,150
Q3 2017Sep 30, 2017	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-28,850-1.3%	$72.49K	2,237,216
Q3 2017Sep 30, 2017	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-30,175-1.8%	$208.81K	1,629,204
Q3 2017Sep 30, 2017	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-32,175-4.4%	$8.24K	694,050
Q3 2017Sep 30, 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-33,121-2.5%	$181.39K	1,276,129
Q3 2017Sep 30, 2017	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-34,975-5.5%	$25.94K	606,003
Q3 2017Sep 30, 2017	GNTX Gentex Corporation	Gentex Corporation	Sell	-41,750-1.0%	$85.14K	4,300,038
Q3 2017Sep 30, 2017	THRM Gentherm Inc	Gentherm Inc	Sell	-43,350-2.3%	$68.44K	1,842,311
Q3 2017Sep 30, 2017	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Sell	-44,950-1.9%	$51.53K	2,331,555
Q3 2017Sep 30, 2017	MTLS Materialise NV	Materialise NV	Sell	-54,824-5.7%	$13.09K	899,172
Q3 2017Sep 30, 2017	PLXS Plexus Corp.	Plexus Corp.	Sell	-60,725-2.0%	$167.01K	2,978,142
Q3 2017Sep 30, 2017	OTEX Open Text Corporation	Open Text Corporation	Sell	-150,475-2.6%	$185.36K	5,740,395
Q3 2017Sep 30, 2017	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-168,640-10.4%	$163.55K	1,456,923
Q3 2017Sep 30, 2017	CGNX Cognex Corporation	Cognex Corporation	Sell	-378,705-47.2%	$46.71K	423,570
Q2 2017Jun 30, 2017	SWN		Buy	+2,487,525+57.2%	$41.59K	6,840,087
Q2 2017Jun 30, 2017	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+822,038+1155.2%	$42.72K	893,200
Q2 2017Jun 30, 2017	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+599,752+109.3%	$76.04K	1,148,694
Q2 2017Jun 30, 2017	THRM Gentherm Inc	Gentherm Inc	Buy	+532,415+39.3%	$73.16K	1,885,661
Q2 2017Jun 30, 2017	GNTX Gentex Corporation	Gentex Corporation	Buy	+33,375+0.8%	$82.36K	4,341,788
Q2 2017Jun 30, 2017	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+23,564+3.8%	$29.13K	640,978
Q2 2017Jun 30, 2017	PLXS Plexus Corp.	Plexus Corp.	Buy	+16,329+0.5%	$159.75K	3,038,867
Q2 2017Jun 30, 2017	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+9,195+0.4%	$179.33K	2,484,861
Q2 2017Jun 30, 2017	OTEX Open Text Corporation	Open Text Corporation	Buy	+7,785+0.1%	$185.80K	5,890,870
Q2 2017Jun 30, 2017	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+7,575+0.5%	$81.98K	1,645,925

Page 65 of 91 • 2702 total trades

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