account_balance
Investment manager · 13F filer · SEC CIK 1050442
Disciplined Growth Investors Inc
Reported value$5.91Bas of Jun 30, 2026
Positions58 3 new, 6 sold out
Top 10 weight49.4%PLXS alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PLXSPlexus Corp Com
7.3%Trimmed −4%
VSATViasat Inc Com
7.2%Trimmed −16%
PEverpure Inc Cl A
6.2%
GRMNGarmin Ltd SHS
5.3%
ANETArista Networks Inc Com SHS
5.1%
CGNXCognex Corp Com
5.1%Trimmed −4%
EXEExpand Energy Corporation Com
3.6%
PRLBProto Labs Inc Com
3.3%Trimmed −5%
AKAMAkamai Technologies Com
3.3%
DVNDevon Energy Corp New Com
3.0%New
ALRMAlarm Com Hldgs Inc Com
2.8%Added +10%
GNRCGenerac Hldgs Inc Com
2.8%Trimmed −4%
PLXSPlexus Corp Com
7.3%Trimmed −4%
VSATViasat Inc Com
7.2%Trimmed −16%
PEverpure Inc Cl A
6.2%
GRMNGarmin Ltd SHS
5.3%
ANETArista Networks Inc Com SHS
5.1%
CGNX5.1%EXE3.6%PRLB3.3%AKAM3.3%DVN3.0%ALRM2.8%GNRC2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PLXS Plexus Corp Com 7.3% Trimmed −4%VSAT Viasat Inc Com 7.2% Trimmed −16%P Everpure Inc Cl A 6.2% HeldGRMN Garmin Ltd SHS 5.3% HeldANET Arista Networks Inc Com SHS 5.1% HeldCGNX Cognex Corp Com 5.1% Trimmed −4%EXE Expand Energy Corporation Com 3.6% HeldPRLB Proto Labs Inc Com 3.3% Trimmed −5%AKAM Akamai Technologies Com 3.3% HeldDVN Devon Energy Corp New Com 3.0% NewALRM Alarm Com Hldgs Inc Com 2.8% Added +10%GNRC Generac Hldgs Inc Com 2.8% Trimmed −4%
What changed