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
Q4 2013Dec 31, 2013	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-2,775-3.7%	$13.29K	71,975
Q4 2013Dec 31, 2013	IRBT iRobot Corporation	iRobot Corporation	Sell	-3,375-1.0%	$11.10K	319,225
Q4 2013Dec 31, 2013	INCY Incyte Corporation	Incyte Corporation	Sell	-8,600-19.7%	$1.78K	35,100
Q4 2013Dec 31, 2013	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-9,250-0.8%	$53.10K	1,100,172
Q4 2013Dec 31, 2013	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-9,504-4.0%	$18.27K	229,696
Q4 2013Dec 31, 2013	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-9,600-3.4%	$2.98K	271,775
Q4 2013Dec 31, 2013	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-12,575-1.6%	$11.89K	781,246
Q4 2013Dec 31, 2013	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Sell	-13,600-4.3%	$5.15K	300,100
Q4 2013Dec 31, 2013	SYNA Synaptics Incorporated	Synaptics Incorporated	Sell	-15,212-2.9%	$26.16K	504,973
Q4 2013Dec 31, 2013	THRM Gentherm Inc	Gentherm Inc	Sell	-44,934-4.3%	$26.74K	997,276
Q4 2013Dec 31, 2013	LQDT Liquidity Services, Inc.	Liquidity Services, Inc.	Sell	-58,965-33.2%	$2.69K	118,510
Q3 2013Sep 30, 2013	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+67,467+76.1%	$58.73K	156,074
Q3 2013Sep 30, 2013	TRMB Trimble Inc.	Trimble Inc.	Buy	+52,660+1.3%	$120.61K	4,059,746
Q3 2013Sep 30, 2013	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+51,738+2.2%	$66.21K	2,375,643
Q3 2013Sep 30, 2013	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+29,885+0.7%	$28.31K	4,247,545
Q3 2013Sep 30, 2013	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+27,490+1.5%	$78.52K	1,907,157
Q3 2013Sep 30, 2013	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+26,885+2.1%	$91.21K	1,309,934
Q3 2013Sep 30, 2013	BRC Brady Corporation	Brady Corporation	Buy	+20,690+3.3%	$19.59K	642,455
Q3 2013Sep 30, 2013	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+20,360+2.6%	$18.68K	794,880
Q3 2013Sep 30, 2013	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+19,070+2.0%	$39.33K	976,060
Q3 2013Sep 30, 2013	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+18,480+1.2%	$81.77K	1,581,599
Q3 2013Sep 30, 2013	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+13,502+1.4%	$55.75K	995,932
Q3 2013Sep 30, 2013	DLB Dolby Laboratories	Dolby Laboratories	Buy	+10,040+1.4%	$25.55K	740,260
Q3 2013Sep 30, 2013	SYNA Synaptics Incorporated	Synaptics Incorporated	Buy	+7,588+1.5%	$23.02K	520,185
Q3 2013Sep 30, 2013	GGG Graco Inc.	Graco Inc.	Buy	+6,110+1.3%	$35.48K	479,090
Q3 2013Sep 30, 2013	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+6,075+2.6%	$11.85K	239,200
Q3 2013Sep 30, 2013	GNTX Gentex Corporation	Gentex Corporation	Buy	+5,400+0.3%	$55.31K	2,161,325
Q3 2013Sep 30, 2013	SRDX Surmodics, Inc.	Surmodics, Inc.	Buy	+5,100+2.3%	$5.41K	227,452
Q3 2013Sep 30, 2013	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+5,000+2.3%	$23.81K	223,275
Q3 2013Sep 30, 2013	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+4,845+0.4%	$57.86K	1,202,854

Page 88 of 91 • 2702 total trades

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