We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
151
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$180M
| $890K | 0.02% |
80,654
-3,104
| -4% | -$33.8K |
2024 Q2
8 quarters
|
|
152
iShares Russell 1000 ETF
IWB
$48.4B
| $821K | 0.02% |
2,004
+24
| +1% | +$9.5K |
2013 Q2
52 quarters
|
|
153
iShares Russell 2000 ETF
IWM
$79.1B
| $798K | 0.02% |
2,655
+462
| +21% | +$130K |
2013 Q2
52 quarters
|
|
154
Neuberger Municipal Fund Inc
NBH
$273M
| $797K | 0.02% |
75,573
-2,546
| -3% | -$26.3K |
2024 Q4
6 quarters
|
|
155
BlackRock MuniYield Quality Fund III
MYI
$1.2B
| $791K | 0.02% |
71,237
-2,435
| -3% | -$26.6K |
2026 Q1
1 quarter
|
|
156
Western Asset Mortgage Opportunity Fund
DMO
$108M
| $690K | 0.02% |
+64,397
| New | +$703K |
2026 Q2
0 quarters
|
|
157
John Hancock Investors Trust
JHI
$103M
| $654K | 0.02% |
49,133
+1,370
| +3% | +$18.2K |
2024 Q1
9 quarters
|
|
158
Franklin Municipal Opportunities Trust
PMO
$267M
| $609K | 0.02% |
57,807
-19,035
| -25% | -$199K |
2024 Q3
7 quarters
|
|
159
Advanced Micro Devices
AMD
$844B
| $601K | 0.02% |
1,034
| – | – |
2025 Q4
2 quarters
|
|
160
BlackRock Corporate High Yield Fund
HYT
$1.51B
| $594K | 0.02% |
69,343
-79
| -0.1% | -$678 |
2026 Q1
1 quarter
|
|
161
Vanguard Real Estate ETF
VNQ
$37.2B
| $558K | 0.02% |
5,791
| – | – |
2024 Q4
6 quarters
|
|
162
Dimensional International Core Equity 2 ETF
DFIC
$15B
| $557K | 0.02% |
14,944
| – | – |
2026 Q1
1 quarter
|
|
163
iShares Russell 1000 Growth ETF
IWF
$123B
| $556K | 0.02% |
4,475
+1,091
| +32% | +$132K |
2025 Q4
2 quarters
|
|
164
Vanguard Morningstar Growth ETF
VUG
$224B
| $547K | 0.02% |
6,349
+1,741
| +38% | +$146K |
2026 Q1
1 quarter
|
|
165
Western Asset Premier Bond Fund
WEA
$114M
| $532K | 0.01% |
+49,913
| New | +$530K |
2026 Q2
0 quarters
|
|
166
Invesco Bond Fund
VBF
$166M
| $497K | 0.01% |
32,766
+931
| +3% | +$14K |
2025 Q1
5 quarters
|
|
167
Accenture
ACN
$153B
| $464K | 0.01% |
3,725
+136
| +4% | +$23.6K |
2023 Q2
12 quarters
|
|
168
iShares Core S&P US Growth ETF
IUSG
$32.8B
| $421K | 0.01% |
2,237
-11
| -0.5% | -$1.99K |
2022 Q3
15 quarters
|
|
169
Stryker
SYK
$118B
| $378K | 0.01% |
1,200
| – | – |
2016 Q1
41 quarters
|
|
170
Western Asset Intermediate Muni Fund
SBI
$101M
| $367K | 0.01% |
46,630
-1,604
| -3% | -$12.5K |
2025 Q3
3 quarters
|
|
171
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
| $311K | 0.01% |
839
+53
| +7% | +$19K |
2019 Q3
27 quarters
|
|
172
Fomento Económico Mexicano
FMX
$43.8B
| $297K | 0.01% |
2,321
| – | – |
2025 Q4
2 quarters
|
|
173
Chemed
CHE
$6.7B
| $274K | 0.01% |
588
-50,159
| -99% | -$21.1M |
2013 Q2
52 quarters
|
|
174
Manulife Financial
MFC
$73.2B
| $267K | 0.01% |
+6,593
| New | +$255K |
2026 Q2
0 quarters
|
|
175
Vanguard Morningstar Value ETF
VTV
$192B
| $266K | 0.01% |
1,219
| – | – |
2026 Q1
1 quarter
|
|
Similar funds
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.