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Fred Martin

Net selling

Disciplined Growth Investors Inc /Mn — managed by Fred Martin; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$4.89B (−6%)
Holdings61
Top holdingGarmin Ltd Shs
Below band1

New

2

Added

6

Exited

2

13F × valuation

Valuation posture

Of 16 valued US positions, 1 trade below a conservative value band (as of 2026-07-21):

13F · concentration

Lonely conviction

5

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-03-31):

SEC 13F · latest filing

Holdings

Showing top 25 of 61 positions

Exited this quarter (2)Microsoft Corp ComBroadcom Inc Com
What is a superinvestor

About this investor

Portfolio overview

Disciplined Growth Investors Inc /Mn's most recent 13F filing, for the quarter ended 2026-03-31, reports 61 positions worth $4.89B. The top 5 holdings represent 29% of that value, a broadly diversified portfolio.

The single largest position is Garmin Ltd Shs at 6.3% of the portfolio, followed by Plexus Corp Com at 6.2% and Everpure Inc Cl A at 5.6%.

Against the prior quarter, Fred Martin opened 2 new positions, exited 2, added to 6, and trimmed 53. The largest new buy was Dynatrace Inc. The most notable sale was the full exit from Broadcom Inc Com.

Across all 8 quarters on file, Garmin Ltd Shs has appeared in every filing, as has Plexus Corp Com. Garmin Ltd Shs currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Fred Martin has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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