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RP

Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
-0.72%
1 Year Est. Return
+4.02%
3 Year Est. Return
+40.43%
5 Year Est. Return
+44.7%
10 Year Est. Return
+473.33%
AUM
$5.33B
AUM Growth
-$592M
Cap. Flow
-$431M
Cap. Flow %
-8.08%
Top 10 Hldgs %
31.63%
Holding
202
New
16
Increased
50
Reduced
110
Closed
14

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$53.2M
2
SAP icon
SAP
SAP
+$34M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$23M
4
FICO icon
Fair Isaac
FICO
+$21.7M
5
LOAR icon
Loar Holdings
LOAR
+$20.2M

Top Sells

Rank Stock Value
1
MEDP icon
Medpace
MEDP
+$52.3M
2
NVDA icon
NVIDIA
NVDA
+$36.8M
3
ROL icon
Rollins
ROL
+$26.8M
4
TSLA icon
Tesla
TSLA
+$24.5M
5
FIVE icon
Five Below
FIVE
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 33.61%
2 Healthcare 19.45%
3 Industrials 15.38%
4 Consumer Discretionary 11.43%
5 Financials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECL icon
101
Ecolab
ECL
$78.1B
$3.48M 0.07%
13,264
-47
-0.4% -$12.5K
ASML icon
102
ASML
ASML
$626B
$3.19M 0.06%
2,982
+45
+2% +$46.9K
DMB
103
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$194M
$3.13M 0.06%
284,913
+112,566
+65% +$1.21M
SNA icon
104
Snap-on
SNA
$21.2B
$2.89M 0.05%
8,397
-47
-0.6% -$16.1K
RA
105
Brookfield Real Assets Income Fund
RA
$708M
$2.87M 0.05%
221,307
+93,313
+73% +$1.22M
FINS
106
Angel Oak Financial Strategies Income Term Trust
FINS
$418M
$2.85M 0.05%
215,510
+90,756
+73% +$1.19M
RFMZ
107
RiverNorth Flexible Municipal Income Fund II
RFMZ
$318M
$2.65M 0.05%
209,211
+95,245
+84% +$1.23M
ROK icon
108
Rockwell Automation
ROK
$53.4B
$2.63M 0.05%
6,769
-37
-0.5% -$13.9K
SDHY
109
PGIM Short Duration High Yield Opportunities Fund
SDHY
$398M
$2.49M 0.05%
151,592
+71,407
+89% +$1.18M
EFX icon
110
Equifax
EFX
$20.3B
$2.49M 0.05%
11,472
-2,683
-19% -$588K
ORCL icon
111
Oracle
ORCL
$374B
$2.48M 0.05%
12,722
-1,420
-10% -$338K
JHS
112
John Hancock Income Securities Trust
JHS
$127M
$2.26M 0.04%
193,055
+118,311
+158% +$1.38M
PPT
113
Franklin Premier Income Trust
PPT
$324M
$2.16M 0.04%
609,426
+372,890
+158% +$1.35M
NBB icon
114
Nuveen Taxable Municipal Income Fund
NBB
$447M
$2.13M 0.04%
134,845
+82,393
+157% +$1.33M
JNJ icon
115
Johnson & Johnson
JNJ
$618B
$2.07M 0.04%
10,014
-375
-4% -$74.2K
FSSL
116
FS Specialty Lending Fund
FSSL
$846M
$2.07M 0.04%
+146,423
New +$2M
ARCC icon
117
Ares Capital
ARCC
$13.5B
$2.06M 0.04%
101,851
+42,951
+73% +$866K
PG icon
118
Procter & Gamble
PG
$336B
$2.05M 0.04%
14,327
-485
-3% -$71.5K
LEO
119
BNY Mellon Strategic Municipals
LEO
$383M
$2.05M 0.04%
321,817
+92,566
+40% +$581K
WIW
120
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$505M
$2.02M 0.04%
235,630
+144,223
+158% +$1.27M
SEVN
121
Seven Hills Realty Trust
SEVN
$171M
$2M 0.04%
224,411
+138,756
+162% +$1.3M
FDUS icon
122
Fidus Investment
FDUS
$749M
$1.96M 0.04%
101,578
+43,098
+74% +$857K
TSLX icon
123
Sixth Street Specialty
TSLX
$1.63B
$1.95M 0.04%
89,938
+39,919
+80% +$871K
PGZ
124
Principal Real Estate Income Fund
PGZ
$68.4M
$1.87M 0.04%
187,204
+42,232
+29% +$432K
VFL
125
DELISTED
abrdn National Municipal Income Fund
VFL
$1.8M 0.03%
175,152
+53,785
+44% +$548K
3 4
5
6 7

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Riverbridge Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Riverbridge Partners held 202 positions worth $5.33B, down 10% from $5.93B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbridge Partners withdrew a net $431M in Q4 2025, closing 14 positions and reducing 110 holdings. Its most notable exit was Kornit Digital, an estimated $16.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Loar Holdings worth $18.8M.

  • Riverbridge Partners's largest Q4 2025 buy was Loar Holdings: 277,049 shares worth $18.8M.
  • Riverbridge Partners added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $53.2M increase.
  • Riverbridge Partners's biggest Q4 2025 reduction was Medpace, cutting an estimated $52.3M.
  • Riverbridge Partners fully exited Kornit Digital in Q4 2025, selling an estimated $16.2M.
  • Riverbridge Partners's ten largest holdings make up 32% of its $5.33B portfolio in Q4 2025.
  • Riverbridge Partners opened 16 new positions and closed 14 in Q4 2025.
  • Riverbridge Partners's portfolio value fell 10% quarter-over-quarter to $5.33B.

Based on Riverbridge Partners's 13F filing for Q4 2025, filed 13 Jan 2026.