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 2015Sep 30, 2015	MTLS Materialise NV	Materialise NV	Buy - Position Entry	+725,025	$5.58K	725,025
Q3 2015Sep 30, 2015	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Buy - Position Entry	+488,600	$30.79K	488,600
Q3 2015Sep 30, 2015	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy	+189,422+23.1%	$42.56K	1,009,197
Q3 2015Sep 30, 2015	ZUMZ Zumiez Inc.	Zumiez Inc.	Buy	+103,600+72.4%	$3.86K	246,725
Q3 2015Sep 30, 2015	GNTX Gentex Corporation	Gentex Corporation	Buy	+56,450+1.3%	$70.84K	4,570,278
Q3 2015Sep 30, 2015	PLXS Plexus Corp.	Plexus Corp.	Buy	+43,337+1.4%	$124.44K	3,225,511
Q3 2015Sep 30, 2015	OTEX Open Text Corporation	Open Text Corporation	Buy	+34,275+1.1%	$140.52K	3,140,169
Q3 2015Sep 30, 2015	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+24,100+1.2%	$86.72K	1,964,585
Q3 2015Sep 30, 2015	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+23,425+1.0%	$62.34K	2,360,338
Q3 2015Sep 30, 2015	SYNA Synaptics Incorporated	Synaptics Incorporated	Buy	+20,200+2.1%	$82.88K	1,005,089
Q3 2015Sep 30, 2015	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+18,300+1.1%	$116.64K	1,689,008
Q3 2015Sep 30, 2015	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+16,425+2.7%	$11.49K	618,696
Q3 2015Sep 30, 2015	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+15,700+1.2%	$51.68K	1,378,932
Q3 2015Sep 30, 2015	THRM Gentherm Inc	Gentherm Inc	Buy	+15,425+2.0%	$34.92K	777,332
Q3 2015Sep 30, 2015	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+15,425+1.3%	$67.31K	1,185,785
Q3 2015Sep 30, 2015	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+11,965+1.2%	$63.73K	1,004,174
Q3 2015Sep 30, 2015	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+11,400+1.2%	$43.12K	1,000,644
Q3 2015Sep 30, 2015	URBN Urban Outfitters, Inc.	Urban Outfitters, Inc.	Buy	+10,425+1.1%	$27.44K	934,075
Q3 2015Sep 30, 2015	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+9,610+0.8%	$175.76K	1,236,247
Q3 2015Sep 30, 2015	DLB Dolby Laboratories	Dolby Laboratories	Buy	+8,462+1.1%	$25.15K	771,570
Q3 2015Sep 30, 2015	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+8,025+0.8%	$56.88K	1,054,050
Q3 2015Sep 30, 2015	PAYX Paychex, Inc.	Paychex, Inc.	Buy	+7,350+1.1%	$32.47K	681,645
Q3 2015Sep 30, 2015	TDC Teradata Corporation	Teradata Corporation	Buy	+7,272+1.0%	$20.77K	717,128
Q3 2015Sep 30, 2015	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+6,785+0.4%	$185.35K	1,762,023
Q3 2015Sep 30, 2015	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+6,350+1.7%	$12.71K	381,367
Q3 2015Sep 30, 2015	GGG Graco Inc.	Graco Inc.	Buy	+5,625+1.1%	$33.24K	495,964
Q3 2015Sep 30, 2015	IRBT iRobot Corporation	iRobot Corporation	Buy	+4,550+1.2%	$10.76K	369,350
Q3 2015Sep 30, 2015	SRDX Surmodics, Inc.	Surmodics, Inc.	Buy	+4,375+2.5%	$3.97K	181,727
Q3 2015Sep 30, 2015	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Buy	+4,362+1.0%	$50.24K	425,162
Q3 2015Sep 30, 2015	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+4,100+0.7%	$38.34K	596,430

Page 77 of 91 • 2702 total trades

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