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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
The top 10 stocks are 49.4% of this fund. 48 other stocks make up the rest.
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% New
48 other stocks50.6%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed