Fred Martin - Disciplined Growth Investors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 64 | |
| Portfolio Value | $4.83B |
Disciplined Growth Investors Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 40.74% | |
| Industrials | 13.13% | |
| Energy | 12.21% | |
| Consumer Cyclical | 8.66% | |
| Healthcare | 5.48% | |
| Communication Services | 1.38% | |
| Consumer Defensive | 1.36% | |
| Basic Materials | 0.87% | |