1y return+28.8%S&P 500 +20.9%
3y return+25.4%S&P 500 +68.5%
5y return+31.3%S&P 500 +74.5%
10y return+234.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $334 against $357 in the S&P 500.2
Disciplined Growth Investors Inc /mnS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PLXSPlexus Corp Com | $433.2M | 7.3% | −3.6% |
| VSATViasat Inc Com | $425.9M | 7.2% | −16.2% |
| PEverpure Inc Cl A | $366.1M | 6.2% | |
| Garmin Ltd ShsCUSIP H2906T109 | $315.2M | 5.3% | |
| ANETArista Networks Inc Com Shs | $303.8M | 5.1% | −1.3% |
| CGNXCognex Corp Com | $299.8M | 5.1% | −4.2% |
| EXEExpand Energy Corporation Com | $214.0M | 3.6% | −1.1% |
| PRLBProto Labs Inc Com | $194.0M | 3.3% | −4.7% |
| AKAMAkamai Technologies Com | $193.3M | 3.3% | −1.4% |
| DVNDevon Energy Corp New Com | $174.3M | 3.0% | New |
| ALRMAlarm Com Hldgs Inc Com | $167.5M | 2.8% | +9.7% |
| GNRCGenerac Hldgs Inc Com | $163.6M | 2.8% | −3.8% |
| POWIPower Integrations Inc Com | $158.5M | 2.7% | −3.4% |
| SMTCSemtech Corp Com | $154.6M | 2.6% | −56.7% |
| IDCCInterdigital Inc Com | $144.4M | 2.4% | −8.4% |
| ZETAZeta Global Holdings Corp Cl A | $133.1M | 2.3% | +9.9% |
| ALGNAlign Technology Inc | $132.1M | 2.2% | |
| SNASnap On Inc Com | $122.8M | 2.1% | |
| SPSCSps Comm Inc Com | $121.4M | 2.1% | +161.9% |
| GNTXGentex Corp Com | $115.3M | 2.0% | |
| Sharkninja Inc Com ShsCUSIP G8068L108 | $109.0M | 1.8% | +67.4% |
| DVDoubleverify Hldgs Inc Com | $105.0M | 1.8% | +147.9% |
| GTLBGitlab, Inc | $101.0M | 1.7% | +263.7% |
| Monday.com LtdCUSIP M7S64H106 | $91.5M | 1.5% | +212.8% |
| SMCISuper Micro Computer Inc Com N | $78.1M | 1.3% | −46.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PEverpure Inc Cl A | June 30, 2020 | +354.6% | $366.1M |
| IDCCInterdigital Inc Com | March 31, 2021 | +346.2% | $144.4M |
| PLXSPlexus Corp Com | June 30, 2020 | +326.1% | $433.2M |
| SMTCSemtech Corp Com | June 30, 2022 | +194.4% | $154.6M |
| SNASnap On Inc Com | September 30, 2020 | +173.5% | $122.8M |
| Garmin Ltd ShsCUSIP H2906T109 | June 30, 2020 | +143.6% | $315.2M |
| VSATViasat Inc Com | June 30, 2020 | +134.1% | $425.9M |
| ISRGIntuitive Surgical Inc | June 30, 2020 | +109.4% | $42.2M |
| MCHPMicrochip Technology Inc. Com | June 30, 2020 | +73.2% | $43.6M |
| GNRCGenerac Hldgs Inc Com | September 30, 2022 | +64.4% | $163.6M |
Sold off last quarter
- CTRACoterra Energy Inc Com was $224.7M
- GEOSGeospace Technologies Corp Com was $13.4M
- MLKNMillerknoll Inc Com was $7.2M
- EGANEgain Corp Com New was $7.2M
- SSTISoundthinking Inc Com was $1.3M
- SRIStoneridge Inc Com was $952K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +24.3% | +14.8% |
| March 31, 2026 | +0.8% | −4.6% |
| December 31, 2025 | −6.9% | +2.4% |
| September 30, 2025 | +10.4% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −11.3% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | −5.4% | +5.4% |
| June 30, 2024 | −5.5% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +22.4% | +8.3% |
| March 31, 2023 | +11.5% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −2.9% | −5.3% |
| June 30, 2022 | −19.5% | −16.5% |
| March 31, 2022 | −9.3% | −4.9% |
| December 31, 2021 | −0.3% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Disciplined Growth Investors Inc /mn Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1050442&type=13F-HR&dateb=&owner=include&count=40CIK 1050442
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1050442/000105044226000021/Filed August 14, 2026 · accession 0001050442-26-000021