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Riverbridge Partners Portfolio holdings
AUM
$3.58B
Turnover
13.4%
1-Year Est. Return
4.02%
This Fund
S&P 500
This Quarter Est. Return
+9.93%
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
$3.58B
AUM Growth
-$505M
(-12%)
Cap. Flow
-$756M
Cap. Flow % of AUM
Cap. Flow %
-21.11%
Top 10 Holdings %
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11
Avg Time Held
4.5
years
Top 10 Avg Time Held
2.4
years
Top 20 Avg Time Held
3.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boot Barn
BOOT
|
+$10.9M |
| 2 |
Eaton
ETN
|
+$10.9M |
| 3 |
Guardian Pharmacy Services
GRDN
|
+$9.47M |
| 4 |
Cactus
WHD
|
+$8.53M |
| 5 |
Impinj
PI
|
+$7.31M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$32.4M |
| 2 |
Five Below
FIVE
|
+$30.9M |
| 3 |
RB Global
RBA
|
+$26M |
| 4 |
Grand Canyon Education
LOPE
|
+$25.5M |
| 5 |
Medpace
MEDP
|
+$24.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.62% |
| 2 | Industrials | 19.54% |
| 3 | Healthcare | 19.36% |
| 4 | Consumer Discretionary | 12.39% |
| 5 | Communication Services | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Abbott
ABT
$179B
| $1.6M | 0.04% |
17,683
+696
| +4% | +$63.5K |
2025 Q2
4 quarters
|
|
127
Federated Hermes Premier Municipal Income Fund
FMN
$80.6M
| $1.6M | 0.04% |
139,632
-1,262
| -0.9% | -$14.1K |
2024 Q4
6 quarters
|
|
128
PIMCO New York Municipal Income Fund II
PNI
$151M
| $1.58M | 0.04% |
223,041
-220
| -0.1% | -$1.54K |
2024 Q4
6 quarters
|
|
129
Paychex
PAYX
$42B
| $1.48M | 0.04% |
15,074
-202
| -1% | -$19.1K |
2013 Q2
52 quarters
|
|
130
Pimco California Municipal Income Fund
PCQ
$150M
| $1.45M | 0.04% |
161,369
-492
| -0.3% | -$4.32K |
2025 Q3
3 quarters
|
|
131
Hercules Capital
HTGC
$3.07B
| $1.43M | 0.04% |
90,993
+321
| +0.4% | +$4.99K |
2026 Q1
1 quarter
|
|
132
Aberdeen Municipal Income Fund
MFM
$207M
| $1.39M | 0.04% |
247,902
+66,641
| +37% | +$362K |
2024 Q3
7 quarters
|
|
133
SPS Commerce
SPSC
$3.33B
| $1.39M | 0.04% |
24,311
-383,074
| -94% | -$21.1M |
2013 Q2
52 quarters
|
|
134
Golub Capital BDC
GBDC
$3.15B
| $1.38M | 0.04% |
107,382
+1,073
| +1% | +$14K |
2022 Q2
16 quarters
|
|
135
Franklin Premier Income Trust
PPT
$309M
| $1.37M | 0.04% |
393,732
-239,427
| -38% | -$834K |
2024 Q2
8 quarters
|
|
136
TCW Strategic Income Fund
TSI
$269M
| $1.35M | 0.04% |
298,509
+8,436
| +3% | +$38.2K |
2022 Q2
16 quarters
|
|
137
BlackRock MuniHoldings Fund
MHD
$1.84B
| $1.33M | 0.04% |
112,138
-3,736
| -3% | -$43.6K |
2022 Q2
16 quarters
|
|
138
MSC Income Fund Inc
MSIF
$523M
| $1.33M | 0.04% |
114,945
+1,371
| +1% | +$16.8K |
2025 Q3
3 quarters
|
|
139
State Street SPDR S&P 500 ETF Trust
SPY
$810B
| $1.27M | 0.04% |
1,694
| – | – |
2026 Q1
1 quarter
|
|
140
Aberdeen Multi-Market Income Fund
MMT
$227M
| $1.23M | 0.03% |
+280,036
| New | +$1.27M |
2026 Q2
0 quarters
|
|
141
Invesco S&P 500 Equal Weight ETF
RSP
$100B
| $1.21M | 0.03% |
+5,673
| New | +$1.16M |
2026 Q2
0 quarters
|
|
142
BlackRock Income Trust
BKT
$313M
| $1.2M | 0.03% |
111,623
+3,123
| +3% | +$33K |
2025 Q4
2 quarters
|
|
143
iShares MSCI EAFE ETF
EFA
$76.2B
| $1.19M | 0.03% |
11,472
-5,242
| -31% | -$539K |
2024 Q4
6 quarters
|
|
144
Tractor Supply
TSCO
$17.4B
| $1.11M | 0.03% |
35,256
-447
| -1% | -$15.5K |
2025 Q2
4 quarters
|
|
145
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $1.1M | 0.03% |
18,480
-6,547
| -26% | -$385K |
2024 Q4
6 quarters
|
|
146
Zoetis
ZTS
$33.5B
| $1.08M | 0.03% |
15,078
+821
| +6% | +$77.3K |
2026 Q1
1 quarter
|
|
147
AllianceBernstein National Municipal Income Fund
AFB
$285M
| $1M | 0.03% |
87,837
-67,192
| -43% | -$745K |
2024 Q3
7 quarters
|
|
148
BlackRock Core Bond Trust
BHK
$607M
| $966K | 0.03% |
+105,350
| New | +$956K |
2026 Q2
0 quarters
|
|
149
BlackRock Credit Allocation Income Trust
BTZ
$884M
| $952K | 0.03% |
+93,180
| New | +$952K |
2026 Q2
0 quarters
|
|
150
BNY Mellon Strategic Municipals
LEO
$354M
| $892K | 0.02% |
138,053
-220,260
| -61% | -$1.4M |
2024 Q3
7 quarters
|
|
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Riverbridge Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Riverbridge Partners held 209 positions worth $3.58B, down 12% from $4.09B the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Riverbridge Partners withdrew a net $756M in Q2 2026, closing 11 positions and reducing 124 holdings. Its most notable exit was WillScot Mobile Mini Holdings, an estimated $11.6M position sold in full.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 29% a quarter earlier, followed by Industrials and Healthcare.
Against the trend, Riverbridge Partners opened a new position in Boot Barn worth $11.1M.
- Riverbridge Partners's largest Q2 2026 buy was Boot Barn: 67,475 shares worth $11.1M.
- Riverbridge Partners added most to Guidewire Software in Q2 2026, an estimated $4.99M increase.
- Riverbridge Partners's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $32.4M.
- Riverbridge Partners fully exited WillScot Mobile Mini Holdings in Q2 2026, selling an estimated $11.6M.
- Riverbridge Partners's ten largest holdings make up 34% of its $3.58B portfolio in Q2 2026.
- Riverbridge Partners opened 17 new positions and closed 11 in Q2 2026.
- Riverbridge Partners's portfolio value fell 12% quarter-over-quarter to $3.58B.
Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.