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 2015Mar 31, 2015	GNTX Gentex Corporation	Gentex Corporation	Buy	+2,222,044+98.2%	$82.08K	4,485,028
Q1 2015Mar 31, 2015	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+493,300+57.3%	$47.96K	1,354,707
Q1 2015Mar 31, 2015	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy - Position Entry	+238,400	$3.94K	238,400
Q1 2015Mar 31, 2015	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy	+233,025+53.1%	$34.99K	671,900
Q1 2015Mar 31, 2015	IRBT iRobot Corporation	iRobot Corporation	Buy	+108,875+42.7%	$11.87K	363,800
Q1 2015Mar 31, 2015	SYNA Synaptics Incorporated	Synaptics Incorporated	Buy	+106,860+12.2%	$79.79K	981,364
Q1 2015Mar 31, 2015	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Buy	+8,500+3.6%	$8.10K	243,775
Q1 2015Mar 31, 2015	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+7,225	$294.00	7,225
Q1 2015Mar 31, 2015	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+3,500+0.3%	$62.77K	1,166,985
Q1 2015Mar 31, 2015	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+3,225+1.3%	$7.64K	248,286
Q1 2015Mar 31, 2015	MRCY Mercury Systems Inc	Mercury Systems Inc	Buy	+550+0.2%	$3.48K	223,700
Q1 2015Mar 31, 2015	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+50+0.1%	$10.90K	55,089
Q1 2015Mar 31, 2015	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-312-0.0%	$65.42K	986,734
Q1 2015Mar 31, 2015	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-1,560-0.9%	$83.01K	164,366
Q1 2015Mar 31, 2015	TDC Teradata Corporation	Teradata Corporation	Sell	-1,675-0.2%	$31.15K	705,706
Q1 2015Mar 31, 2015	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-2,000-0.2%	$51.44K	1,042,775
Q1 2015Mar 31, 2015	SRDX Surmodics, Inc.	Surmodics, Inc.	Sell	-2,400-1.3%	$4.60K	176,577
Q1 2015Mar 31, 2015	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-2,675-0.7%	$20.25K	371,267
Q1 2015Mar 31, 2015	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-2,862-0.5%	$35.10K	588,830
Q1 2015Mar 31, 2015	THRM Gentherm Inc	Gentherm Inc	Sell	-2,900-0.4%	$38.62K	764,607
Q1 2015Mar 31, 2015	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Sell	-3,050-0.7%	$55.10K	419,013
Q1 2015Mar 31, 2015	GGG Graco Inc.	Graco Inc.	Sell	-4,625-0.9%	$35.19K	487,714
Q1 2015Mar 31, 2015	BRC Brady Corporation	Brady Corporation	Sell	-5,450-0.8%	$19.59K	692,290
Q1 2015Mar 31, 2015	DLB Dolby Laboratories	Dolby Laboratories	Sell	-5,750-0.8%	$28.98K	759,520
Q1 2015Mar 31, 2015	URBN Urban Outfitters, Inc.	Urban Outfitters, Inc.	Sell	-6,400-0.7%	$41.86K	917,000
Q1 2015Mar 31, 2015	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-7,025-1.2%	$12.87K	603,421
Q1 2015Mar 31, 2015	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-8,530-1.3%	$33.26K	670,345
Q1 2015Mar 31, 2015	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-9,075-1.4%	$104.75K	658,003
Q1 2015Mar 31, 2015	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-10,825-1.1%	$48.13K	984,344
Q1 2015Mar 31, 2015	AAPL Apple Inc.	Apple Inc.	Sell	-11,525-37.5%	$2.39K	19,240

Page 80 of 91 • 2702 total trades

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