Quick Note: The Top 10 Tear Sheet for the Disciplined Growth Portfolio has been updated and is available below. Additionally, you can access the entire updated Disciplined Growth Portfolio using the following link (below).
As you can see, there was one new sell and one new purchase (we added shares of Shift4 Payments (FOUR). In aggregate, the portfolio continues to rip higher this year, as you can see the strong recent performance columns (and many names continue to set new all-time highs).