Not yet filed. No Q3 2026 Form 13F from Disciplined Growth Investors has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| PLXS · PLEXUS CORP | 1,440,935 | 7.34% |
| VSAT · VIASAT INC | 4,741,812 | 7.21% |
| P · Everpure, Inc. | 4,646,725 | 6.20% |
| GRMN · GARMIN LTD | 1,326,832 | 5.34% |
| ANET · Arista Networks, Inc. | 1,788,304 | 5.14% |
| CGNX · COGNEX CORP | 4,139,715 | 5.08% |
| EXE · EXPAND ENERGY Corp | 2,346,927 | 3.62% |
| PRLB · Proto Labs Inc | 2,380,514 | 3.29% |
| AKAM · AKAMAI TECHNOLOGIES INC | 1,635,207 | 3.27% |
| DVN · DEVON ENERGY CORP/DE | 4,219,415 | 2.95% |
Largest increase 2026 Q1 → 2026 Q2: GTLB (+263.7% of shares). New position in 2026 Q2: DVN (2.95% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: MCHP (-61.6% of shares). Exited in 2026 Q2: MLKN, SSTI, SRI and 3 more.
Full record: Disciplined Growth Investors fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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