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 2014Sep 30, 2014	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Sell	-42,150-14.2%	$7.48K	254,400
Q3 2014Sep 30, 2014	IRBT iRobot Corporation	iRobot Corporation	Sell	-53,300-16.9%	$7.98K	261,950
Q3 2014Sep 30, 2014	SYNA Synaptics Incorporated	Synaptics Incorporated	Sell	-74,232-14.9%	$31.13K	425,316
Q3 2014Sep 30, 2014	INTU Intuit Inc.	Intuit Inc.	Sell	-96,552-4.8%	$168.85K	1,926,474
Q3 2014Sep 30, 2014	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-125,525-16.3%	$8.69K	646,321
Q3 2014Sep 30, 2014	TRMB Trimble Inc.	Trimble Inc.	Sell	-167,938-4.1%	$119.05K	3,903,266
Q3 2014Sep 30, 2014	THRM Gentherm Inc	Gentherm Inc	Sell	-187,035-19.0%	$33.73K	798,816
Q2 2014Jun 30, 2014	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy - Position Entry	+821,612	$17.24K	821,612
Q2 2014Jun 30, 2014	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+584,495+15.8%	$36.58K	4,283,745
Q2 2014Jun 30, 2014	TRMB Trimble Inc.	Trimble Inc.	Buy	+372,488+10.1%	$141.27K	4,071,204
Q2 2014Jun 30, 2014	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+267,307+12.5%	$73.14K	2,404,469
Q2 2014Jun 30, 2014	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+256,687+15.3%	$97.16K	1,930,959
Q2 2014Jun 30, 2014	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+241,701+17.0%	$78.48K	1,663,435
Q2 2014Jun 30, 2014	GNTX Gentex Corporation	Gentex Corporation	Buy	+222,573+11.3%	$72.49K	2,197,988
Q2 2014Jun 30, 2014	PLXS Plexus Corp.	Plexus Corp.	Buy	+218,743+7.2%	$140.45K	3,244,457
Q2 2014Jun 30, 2014	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+204,463+17.5%	$90.25K	1,372,357
Q2 2014Jun 30, 2014	INTU Intuit Inc.	Intuit Inc.	Buy	+162,880+8.8%	$154.40K	2,023,026
Q2 2014Jun 30, 2014	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+150,523+17.1%	$59.11K	1,028,843
Q2 2014Jun 30, 2014	BRC Brady Corporation	Brady Corporation	Buy	+138,200+25.5%	$21.01K	679,180
Q2 2014Jun 30, 2014	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+129,741+15.0%	$44.57K	995,941
Q2 2014Jun 30, 2014	OTEX Open Text Corporation	Open Text Corporation	Buy	+121,378+7.4%	$161.43K	1,755,422
Q2 2014Jun 30, 2014	LQDT Liquidity Services, Inc.	Liquidity Services, Inc.	Buy - Position Entry	+116,635	$2.64K	116,635
Q2 2014Jun 30, 2014	DLB Dolby Laboratories	Dolby Laboratories	Buy	+97,501+14.8%	$29.22K	757,886
Q2 2014Jun 30, 2014	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+81,877+101.2%	$62.53K	162,809
Q2 2014Jun 30, 2014	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+81,704+7.4%	$68.19K	1,193,298
Q2 2014Jun 30, 2014	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+74,623+12.6%	$72.36K	666,424
Q2 2014Jun 30, 2014	PAYX Paychex, Inc.	Paychex, Inc.	Buy	+71,867+12.2%	$30.00K	659,013
Q2 2014Jun 30, 2014	GGG Graco Inc.	Graco Inc.	Buy	+62,666+14.8%	$37.92K	485,376
Q2 2014Jun 30, 2014	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Buy	+46,228+12.5%	$73.56K	416,626
Q2 2014Jun 30, 2014	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+44,667+8.6%	$35.44K	565,720

Page 84 of 91 • 2702 total trades

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