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	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-15,316-0.7%	$64.26K	2,324,838
Q1 2015Mar 31, 2015	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-18,400-0.9%	$113.25K	1,931,335
Q1 2015Mar 31, 2015	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-18,435-1.1%	$118.62K	1,669,608
Q1 2015Mar 31, 2015	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell	-18,900-39.6%	$2.82K	28,800
Q1 2015Mar 31, 2015	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-19,090-1.1%	$179.95K	1,753,048
Q1 2015Mar 31, 2015	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-22,125-0.8%	$184.84K	2,638,661
Q1 2015Mar 31, 2015	PLXS Plexus Corp.	Plexus Corp.	Sell	-26,638-0.8%	$129.52K	3,176,911
Q1 2015Mar 31, 2015	OTEX Open Text Corporation	Open Text Corporation	Sell	-32,416-1.0%	$163.59K	3,093,049
Q1 2015Mar 31, 2015	INTU Intuit Inc.	Intuit Inc.	Sell	-32,650-1.8%	$171.45K	1,768,224
Q1 2015Mar 31, 2015	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-50,025-1.1%	$83.29K	4,326,691
Q1 2015Mar 31, 2015	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-135,265-10.0%	$173.92K	1,220,812
Q1 2015Mar 31, 2015	TRMB Trimble Inc.	Trimble Inc.	Sell	-2,161,700-56.9%	$41.33K	1,640,002
Q4 2014Dec 31, 2014	SYNA Synaptics Incorporated	Synaptics Incorporated	Buy	+449,188+105.6%	$60.20K	874,504
Q4 2014Dec 31, 2014	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy - Position Entry	+438,875	$22.71K	438,875
Q4 2014Dec 31, 2014	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+36,050+0.8%	$69.42K	4,376,716
Q4 2014Dec 31, 2014	CSX CSX Corporation	CSX Corporation	Buy - Position Entry	+6,204	$225.00	6,204
Q4 2014Dec 31, 2014	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+3,025+0.5%	$37.29K	591,692
Q4 2014Dec 31, 2014	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+1,950+0.3%	$93.89K	667,078
Q4 2014Dec 31, 2014	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-2,130-1.3%	$87.77K	165,926
Q4 2014Dec 31, 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-2,135-3.7%	$10.11K	55,039
Q4 2014Dec 31, 2014	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Sell	-2,250-0.5%	$78.15K	422,063
Q4 2014Dec 31, 2014	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-5,925-0.7%	$29.34K	861,407
Q4 2014Dec 31, 2014	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-6,025-0.6%	$44.89K	995,169
Q4 2014Dec 31, 2014	IRBT iRobot Corporation	iRobot Corporation	Sell	-7,025-2.7%	$8.85K	254,925
Q4 2014Dec 31, 2014	BRC Brady Corporation	Brady Corporation	Sell	-7,375-1.0%	$19.08K	697,740
Q4 2014Dec 31, 2014	TDC Teradata Corporation	Teradata Corporation	Sell	-7,425-1.0%	$30.90K	707,381
Q4 2014Dec 31, 2014	DLB Dolby Laboratories	Dolby Laboratories	Sell	-8,100-1.0%	$33.00K	765,270
Q4 2014Dec 31, 2014	GGG Graco Inc.	Graco Inc.	Sell	-8,400-1.7%	$39.48K	492,339
Q4 2014Dec 31, 2014	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-8,650-3.7%	$3.11K	223,150
Q4 2014Dec 31, 2014	SRDX Surmodics, Inc.	Surmodics, Inc.	Sell	-8,750-4.7%	$3.96K	178,977

Page 81 of 91 • 2702 total trades

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