RP
Riverbridge Partners Portfolio holdings
AUM
$5.93B
1-Year Est. Return
13.41%
1 Year Est. Return
+13.41%
AUM
$6.22B
AUM Growth
-$18.1M
(-0.29%)
Holding
192
Top Buys
| 1 | +$35.3M | |
| 2 | +$20.5M | |
| 3 | +$18.4M | |
| 4 |
Bio-Techne
TECH
|
+$17.2M |
| 5 |
Freshpet
FRPT
|
+$16.2M |
Top Sells
| 1 | +$46.9M | |
| 2 | +$31.5M | |
| 3 | +$31.1M | |
| 4 |
HEICO Corp
HEI
|
+$30.5M |
| 5 |
RB Global
RBA
|
+$30.3M |
Sector Composition
| 1 | Technology | 37.83% |
| 2 | Healthcare | 18.22% |
| 3 | Industrials | 15.9% |
| 4 | Consumer Discretionary | 10.53% |
| 5 | Financials | 5.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Entegris
ENTG
$13.1B
| $22M | 0.35% |
272,640
-45,599
|
|
||
77
Jack Henry & Associates
JKHY
$11.7B
| $21.3M | 0.34% |
118,260
-13,941
|
|
||
78
Stevanato
STVN
$6.58B
| $20.6M | 0.33% |
843,349
-123,681
|
|
||
79
First Watch Restaurant Group
FWRG
$1.05B
| $20.5M | 0.33% |
+1,279,544
|
|
||
80
Charles River Laboratories
CRL
$8.27B
| $20.3M | 0.33% |
133,627
-89,107
|
|
||
81
Hillman Solutions
HLMN
$1.73B
| $17.8M | 0.29% |
2,489,726
-416,962
|
|
||
82
Phreesia
PHR
$1.32B
| $15.7M | 0.25% |
551,522
-82,874
|
|
||
83
Barrett Business Services
BBSI
$854M
| $14.8M | 0.24% |
+354,809
|
|
||
84
Inspire Medical Systems
INSP
$2.38B
| $14.8M | 0.24% |
113,886
-18,505
|
|
||
|
TWFG
85
TWFG Inc
TWFG
$381M
| $12M | 0.19% |
+344,267
|
|
||
86
Jamf
JAMF
$1.71B
| $11.2M | 0.18% |
1,174,779
-203,841
|
|
||
87
OrthoPediatrics
KIDS
$427M
| $6.9M | 0.11% |
321,040
-51,438
|
|
||
88
Apple
AAPL
$3.97T
| $6.64M | 0.11% |
32,375
-157
|
|
||
89
Vanguard Extended Market ETF
VXF
$24.2B
| $6.08M | 0.1% |
31,560
-18,241
|
|
||
90
Linde
LIN
$196B
| $4.95M | 0.08% |
10,551
-2,436
|
|
||
91
TJX Companies
TJX
$161B
| $4.32M | 0.07% |
34,980
-414
|
|
||
92
Equifax
EFX
$25.4B
| $3.75M | 0.06% |
14,468
-2,731
|
|
||
93
Ecolab
ECL
$72.5B
| $3.65M | 0.06% |
13,556
-57
|
|
||
94
Walmart
WMT
$818B
| $3.34M | 0.05% |
34,204
-282
|
|
||
95
Oracle
ORCL
$682B
| $3.15M | 0.05% |
14,392
+9,592
|
|
||
96
TSMC
TSM
$1.49T
| $2.78M | 0.04% |
12,280
+496
|
|
||
97
Snap-on
SNA
$17.9B
| $2.7M | 0.04% |
8,669
-72
|
|
||
98
Procter & Gamble
PG
$343B
| $2.42M | 0.04% |
15,201
-119
|
|
||
99
ASML
ASML
$395B
| $2.41M | 0.04% |
3,009
+120
|
|
||
100
Paychex
PAYX
$40.3B
| $2.38M | 0.04% |
16,373
-98
|
|