Portfolio (Quarterly)
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RIVERBRIDGE PARTNERS LLC
· CIK 0001112325| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | JKHY | Jack Henry & Associates, Inc. | Technology | 89,785.0 | $16.4M | 0.31% | NEW | — | $182.48 | -26.6% |
| 82 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | 29,061.0 | $16.1M | 0.30% | NEW | — | $552.70 | +54.3% |
| 83 | GDYN | Grid Dynamics Holdings, Inc. | Technology | 1,745,967.0 | $15.8M | 0.30% | NEW | — | $9.03 | -28.3% |
| 84 | GSHD | Goosehead Insurance, Inc. | Financial Services | 210,392.0 | $15.5M | 0.29% | NEW | — | $73.65 | -50.0% |
| 85 | STVN | Stevanato Group SpA | Healthcare | 715,159.0 | $14.4M | 0.27% | NEW | — | $20.12 | -10.6% |
| 86 | WSC | WillScot Holdings Corporation | Industrials | 716,222.0 | $13.5M | 0.25% | NEW | — | $18.83 | +38.8% |
| 87 | POWI | Power Integrations, Inc. | Technology | 357,594.0 | $12.7M | 0.24% | NEW | — | $35.54 | +101.7% |
| 88 | ALGN | Align Technology, Inc. | Healthcare | 73,297.0 | $11.4M | 0.21% | NEW | — | $156.15 | +0.7% |
| 89 | VXF | VANGUARD INDEX FDS EXTEND MKT | — | 52,551.0 | $11.0M | 0.21% | NEW | — | $209.12 | +7.4% |
| 90 | BBSI | Barrett Business Services, Inc | Industrials | 295,543.0 | $10.7M | 0.20% | NEW | — | $36.21 | -17.0% |
| 91 | INSP | Inspire Medical Systems, Inc. | Healthcare | 97,111.0 | $9.0M | 0.17% | NEW | — | $92.23 | -53.7% |
| 92 | AAPL | Apple Inc. | Technology | 31,843.0 | $8.7M | 0.16% | NEW | — | $271.86 | +10.4% |
| 93 | TTD | Trade Desk, Inc. | Technology | 223,103.0 | $8.5M | 0.16% | NEW | — | $37.96 | -46.2% |
| 94 | PHR | Phreesia, Inc. | Healthcare | 459,047.0 | $7.8M | 0.15% | NEW | — | $16.92 | -48.2% |
| 95 | IWO | Ishares Tr Russell 2000 Growth | — | 15,576.0 | $5.0M | 0.09% | NEW | — | $323.01 | +12.1% |
| 96 | KIDS | OrthoPediatrics Corporation | Healthcare | 268,265.0 | $4.8M | 0.09% | NEW | — | $17.76 | +0.8% |
| 97 | VOO | Vanguard S&P 500 Index Fund | — | 7,255.0 | $4.5M | 0.09% | NEW | — | $627.13 | +8.3% |
| 98 | — | Vanguard Index Tr 500 Index Ad | — | 7,185.0 | $4.5M | 0.09% | NEW | — | $631.88 | — |
| 99 | LIN | Linde Plc | Basic Materials | 9,657.0 | $4.1M | 0.08% | NEW | — | $426.39 | +20.0% |
| 100 | WMT | Walmart, Inc. | Consumer Defensive | 33,135.0 | $3.7M | 0.07% | NEW | — | $111.41 | +18.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.6%
Healthcare
20.8%
Industrials
13.4%
Consumer Cyclical
12.3%
Financial Services
6.3%
Communication Services
4.3%
Consumer Defensive
4.2%
Real Estate
2.0%
Basic Materials
0.2%
Energy
0.0%