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Fred Martin

Disciplined Growth Investors

Disciplined Growth Investors 13F holdings

Fred Martin's Portfolio

Portfolio value:
$5.23B≈
# of securities:
64
Reported for:
30 Jun 2025 (Q2)
Latest filing date:
14 Aug 2025

What stocks did Fred Martin own in 2025 Q2?

In Fred Martin's portfolio as of 30 Jun, 2025, the top 5 holdings were (SMCI) Super Micro Computer Inc (9.12%), (P) Everpure, Inc (6.01%), (EXE) Expand Energy Corp (5.87%), (GRMN) GARMIN LTD (5.67%) and (PLXS) Plexus Corp (4.26%).

What was Fred Martin's 2025 Q2 portfolio?

Disciplined Growth Investors has disclosed a total of 64 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $5,229,335,628.

What stocks has Disciplined Growth Investors ever held a position in historically?

Disciplined Growth Investors has held positions in SMCI, P, EXE, GRMN, PLXS, and others historically — complete purchase and sale transaction data is available for each SEC-filed position.
Disciplined Growth Investors's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Fred Martin's original 13F reports (2025 Q2) are the official SEC institutional disclosure documents covering all reported equity positions.
Completely sold out
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.