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 2014Mar 31, 2014	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell - Position Exit	-828,037-100.0%	$0.00	-
Q4 2013Dec 31, 2013	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+95,036+6.0%	$79.10K	1,676,635
Q4 2013Dec 31, 2013	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+73,573+5.6%	$90.98K	1,383,507
Q4 2013Dec 31, 2013	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+72,925+1.7%	$36.90K	4,320,470
Q4 2013Dec 31, 2013	GNTX Gentex Corporation	Gentex Corporation	Buy	+54,988+2.5%	$73.09K	2,216,313
Q4 2013Dec 31, 2013	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+49,776+2.1%	$73.78K	2,425,419
Q4 2013Dec 31, 2013	TRMB Trimble Inc.	Trimble Inc.	Buy	+49,006+1.2%	$142.57K	4,108,752
Q4 2013Dec 31, 2013	BRC Brady Corporation	Brady Corporation	Buy	+41,775+6.5%	$21.16K	684,230
Q4 2013Dec 31, 2013	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+41,161+4.1%	$59.58K	1,037,093
Q4 2013Dec 31, 2013	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+39,902+2.1%	$97.97K	1,947,059
Q4 2013Dec 31, 2013	PLXS Plexus Corp.	Plexus Corp.	Buy	+39,600+1.2%	$141.69K	3,272,997
Q4 2013Dec 31, 2013	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+33,157+4.2%	$17.37K	828,037
Q4 2013Dec 31, 2013	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+28,156+2.9%	$44.94K	1,004,216
Q4 2013Dec 31, 2013	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+24,875+4.6%	$35.71K	570,020
Q4 2013Dec 31, 2013	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+23,653+3.6%	$72.94K	671,799
Q4 2013Dec 31, 2013	DLB Dolby Laboratories	Dolby Laboratories	Buy	+23,601+3.2%	$29.45K	763,861
Q4 2013Dec 31, 2013	INTU Intuit Inc.	Intuit Inc.	Buy	+18,855+0.9%	$155.64K	2,039,326
Q4 2013Dec 31, 2013	OTEX Open Text Corporation	Open Text Corporation	Buy	+18,650+1.1%	$162.84K	1,770,822
Q4 2013Dec 31, 2013	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+18,250	$1.54K	18,250
Q4 2013Dec 31, 2013	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+17,825+0.7%	$172.94K	2,713,701
Q4 2013Dec 31, 2013	PAYX Paychex, Inc.	Paychex, Inc.	Buy	+16,122+2.5%	$30.26K	664,538
Q4 2013Dec 31, 2013	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Buy	+12,533+3.1%	$74.17K	420,076
Q4 2013Dec 31, 2013	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+10,988+1.7%	$155.60K	649,069
Q4 2013Dec 31, 2013	GGG Graco Inc.	Graco Inc.	Buy	+10,361+2.2%	$38.24K	489,451
Q4 2013Dec 31, 2013	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+8,000+5.1%	$63.02K	164,074
Q4 2013Dec 31, 2013	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+1,869+0.2%	$68.84K	1,204,723
Q4 2013Dec 31, 2013	EMR Emerson Electric Company	Emerson Electric Company	Buy	+160+1.5%	$738.00	10,510
Q4 2013Dec 31, 2013	AAPL Apple Inc.	Apple Inc.	Sell	-850-2.4%	$19.02K	33,912
Q4 2013Dec 31, 2013	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-2,414-1.1%	$22.72K	220,861
Q4 2013Dec 31, 2013	SRDX Surmodics, Inc.	Surmodics, Inc.	Sell	-2,750-1.2%	$5.48K	224,702

Page 87 of 91 • 2702 total trades

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