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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
OPP
126
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$190M
$1.78M 0.03%
224,106
+162,298
+263% +$1.31M
TSCO icon
127
Tractor Supply
TSCO
$16.1B
$1.77M 0.03%
35,315
-121
-0.3% -$6.52K
PAYX icon
128
Paychex
PAYX
$41.6B
$1.69M 0.03%
15,088
-220
-1% -$25.7K
EFA icon
129
iShares MSCI EAFE ETF
EFA
$78B
$1.6M 0.03%
16,647
– –
AOMR
130
Angel Oak Mortgage REIT
AOMR
$220M
$1.57M 0.03%
182,770
+99,811
+120% +$892K
AFB
131
AllianceBernstein National Municipal Income Fund
AFB
$313M
$1.5M 0.03%
138,885
+37,893
+38% +$412K
DSM
132
BNY Mellon Strategic Municipal Bond Fund
DSM
$287M
$1.47M 0.03%
237,540
+72,954
+44% +$436K
FMN
133
Federated Hermes Premier Municipal Income Fund
FMN
$86.8M
$1.4M 0.03%
125,699
+32,478
+35% +$360K
PNI
134
PIMCO New York Municipal Income Fund II
PNI
$76.2M
$1.4M 0.03%
202,579
+67,586
+50% +$469K
MSIF
135
MSC Income Fund Inc
MSIF
$507M
$1.39M 0.03%
105,713
+54,316
+106% +$721K
VWO icon
136
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.34M 0.03%
24,907
-183
-0.7% -$9.94K
GBDC icon
137
Golub Capital BDC
GBDC
$3.34B
$1.34M 0.03%
98,529
+51,640
+110% +$715K
FSCO
138
FS Credit Opportunities Corp
FSCO
$1B
$1.33M 0.02%
+210,844
New +$1.35M
CCAP icon
139
Crescent Capital BDC
CCAP
$403M
$1.33M 0.02%
+94,358
New +$1.34M
ABT icon
140
Abbott
ABT
$183B
$1.32M 0.02%
10,528
-2,898
-22% -$369K
PCQ
141
Pimco California Municipal Income Fund
PCQ
$163M
$1.28M 0.02%
146,117
+45,269
+45% +$398K
PMO
142
Franklin Municipal Opportunities Trust
PMO
$280M
$1.27M 0.02%
118,230
+41,190
+53% +$428K
VXUS icon
143
Vanguard Total International Stock ETF
VXUS
$155B
$1.26M 0.02%
+16,692
New +$1.25M
MCR
144
DELISTED
MFS Charter Income Trust
MCR
$1.21M 0.02%
193,336
+91,541
+90% +$579K
DKS icon
145
Dick's Sporting Goods
DKS
$17.5B
$1.17M 0.02%
+5,897
New +$1.29M
BKT icon
146
BlackRock Income Trust
BKT
$330M
$1.15M 0.02%
+104,562
New +$1.16M
SUSA icon
147
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$1.15M 0.02%
+8,260
New +$1.14M
TSI
148
TCW Strategic Income Fund
TSI
$214M
$1.03M 0.02%
208,992
+34,639
+20% +$171K
BBN icon
149
BlackRock Taxable Municipal Bond Trust
BBN
$978M
$927K 0.02%
56,772
+5,889
+12% +$99.4K
MFM
150
Aberdeen Municipal Income Fund
MFM
$221M
$889K 0.02%
163,727
+52,043
+47% +$280K
4 5
6
7 8

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WWA
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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.