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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
WDAY icon
151
Workday
WDAY
$39.6B
$858K 0.02%
3,994
-2,088
-34% -$474K
IWB icon
152
iShares Russell 1000 ETF
IWB
$48.2B
$739K 0.01%
1,980
– –
MHD icon
153
BlackRock MuniHoldings Fund
MHD
$598M
$679K 0.01%
57,875
-220
-0.4% -$2.58K
NBH
154
Neuberger Municipal Fund Inc
NBH
$301M
$670K 0.01%
66,248
-258
-0.4% -$2.65K
BIT icon
155
BlackRock Multi-Sector Income Trust
BIT
$698M
$636K 0.01%
48,670
-8,946
-16% -$118K
JHI
156
John Hancock Investors Trust
JHI
$116M
$628K 0.01%
45,908
+12,270
+36% +$169K
IUSG icon
157
iShares Core S&P US Growth ETF
IUSG
$31.7B
$615K 0.01%
3,660
+1,388
+61% +$232K
ACN icon
158
Accenture
ACN
$102B
$567K 0.01%
2,115
-1,864
-47% -$474K
VNQ icon
159
Vanguard Real Estate ETF
VNQ
$39.2B
$512K 0.01%
5,791
– –
MUE
160
DELISTED
BlackRock MuniHoldings Quality Fund II
MUE
$474K 0.01%
47,303
-196
-0.4% -$1.97K
VBF icon
161
Invesco Bond Fund
VBF
$167M
$472K 0.01%
30,637
+18,764
+158% +$293K
VTI icon
162
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$442K 0.01%
1,319
+504
+62% +$168K
SYK icon
163
Stryker
SYK
$125B
$422K 0.01%
1,200
– –
MVT
164
DELISTED
BlackRock MuniVest Fund II
MVT
$412K 0.01%
38,068
-159
-0.4% -$1.71K
IWF icon
165
iShares Russell 1000 Growth ETF
IWF
$121B
$370K 0.01%
+3,132
New +$371K
CXE
166
DELISTED
MFS High Income Municipal Trust
CXE
$319K 0.01%
86,286
-359
-0.4% -$1.33K
SBI
167
Western Asset Intermediate Muni Fund
SBI
$107M
$314K 0.01%
40,871
-162
-0.4% -$1.27K
MVF
168
DELISTED
BlackRock MuniVest Fund
MVF
$275K 0.01%
39,648
-93
-0.2% -$646
HDB icon
169
HDFC Bank
HDB
$123B
$261K ﹤0.01%
7,156
– –
SHEL icon
170
Shell
SHEL
$254B
$241K ﹤0.01%
3,278
– –
FMX icon
171
Fomento Económico Mexicano
FMX
$43.6B
$235K ﹤0.01%
+2,321
New +$225K
AMD icon
172
Advanced Micro Devices
AMD
$776B
$221K ﹤0.01%
+1,034
New +$232K
FISV
173
Fiserv Inc
FISV
$28.8B
$207K ﹤0.01%
3,080
– –
ISRG icon
174
Intuitive Surgical
ISRG
$127B
$204K ﹤0.01%
+360
New +$192K
HLN icon
175
Haleon
HLN
$43.5B
$177K ﹤0.01%
17,477
– –
4 5 6
7
8

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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.