Plexus Corp (PLXS) took the top spot in Fred Martin's Disciplined Growth Investors portfolio in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 1.44M shares worth about $433.2M at June 30, 2026, 7.34% of the reported portfolio. PLXS ranked 2nd a quarter earlier, at 6.19% of the book.
What did the 2026 Q2 filing report for PLXS?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 7.34% |
| Shares | 1.44M |
| Reported value | $433.2M |
| Rank in portfolio | 1st of 58 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | GRMN at 6.32% |
| Next largest holding now | VSAT at 7.21% |
How did PLXS become the largest holding?
Fred Martin trimmed the PLXS share count by 4% in 2026 Q2; the name moved up as the rest of the book shifted. GRMN, the largest holding a quarter earlier at 6.32%, was trimmed to 5.34%, now 4th. The next largest holding now is VSAT at 7.21%.
Where does PLXS sit in the Fred Martin portfolio?
PLXS is the largest of 58 stock positions in the Fred Martin portfolio at 7.34%, above the fund's average stock position of 2%. The PLXS cut was the 14th largest of the quarter's 63 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Fred Martin reported 58 stock positions, with 3 opened and 6 closed. The total portfolio value is about $5.9B, up 21% from the prior quarter.
How long has Fred Martin held PLXS?
Fred Martin has held PLXS since at least the quarter ended June 30, 2013, the start of the filings we track. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 6%. Every reported trade is on the Fred Martin PLXS trade history page.
FAQ
What is the largest holding in the Fred Martin portfolio?
PLXS is the largest holding in the Fred Martin portfolio as of 2026 Q2, at 7.34% of the reported value.
What was the largest holding of Fred Martin a quarter earlier?
GRMN, at 6.32% of the book. GRMN, the largest holding a quarter earlier at 6.32%, was trimmed to 5.34%, now 4th.
How did PLXS become the largest holding of Fred Martin?
PLXS ranked 2nd a quarter earlier, at 6.19% of the book. Fred Martin trimmed the PLXS share count by 4% in 2026 Q2; the name moved up as the rest of the book shifted. GRMN, the largest holding a quarter earlier at 6.32%, was trimmed to 5.34%, now 4th.
How many PLXS shares does Fred Martin hold?
Fred Martin holds 1.44M shares of PLXS, worth about $433.2M at June 30, 2026 prices.