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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | LOAR | Loar Holdings, Inc. | Industrials | 153,080.0 | $12.3M | 0.34% | -105K | -40.8% | $80.61 | -5.7% |
| 62 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | 15,224.0 | $12.1M | 0.34% | -2K | -13.6% | $794.79 | +8.9% |
| 63 | PNTG | Pennant Group, Inc. | Healthcare | 315,832.0 | $11.7M | 0.33% | -345K | -52.2% | $36.95 | +7.6% |
| 64 | POWI | Power Integrations, Inc. | Technology | 138,538.0 | $11.6M | 0.32% | -198K | -58.8% | $83.76 | -29.6% |
| 65 | RBC | RBC Bearings, Inc. | Industrials | 17,797.0 | $11.5M | 0.32% | -3K | -12.7% | $644.06 | -15.0% |
| 66 | TOST | Toast, Inc. | Technology | 399,492.0 | $11.1M | 0.31% | -60K | -13.1% | $27.82 | +25.7% |
| 67 | STVN | Stevanato Group SpA | Healthcare | 600,514.0 | $10.9M | 0.30% | -73K | -10.8% | $18.07 | +17.4% |
| 68 | DV | DoubleVerify Holdings, Inc. | Technology | 972,989.0 | $10.5M | 0.29% | -470K | -32.6% | $10.84 | +22.7% |
| 69 | HLMN | Hillman Solutions Corporation | Industrials | 1,202,992.0 | $10.2M | 0.28% | -852K | -41.5% | $8.44 | +2.2% |
| 70 | CWST | Casella Waste Systems, Inc. | Industrials | 102,979.0 | $10.0M | 0.28% | -70K | -40.5% | $96.97 | -6.9% |
| 71 | AAPL | Apple Inc. | Technology | 31,263.0 | $9.0M | 0.25% | -606.0 | -1.9% | $289.36 | +7.1% |
| 72 | LMAT | LeMaitre Vascular, Inc. | Healthcare | 88,467.0 | $8.5M | 0.24% | -17K | -16.2% | $95.96 | -12.7% |
| 73 | APPF | AppFolio, Inc. | Technology | 50,837.0 | $8.2M | 0.23% | -37K | -42.3% | $160.35 | +25.4% |
| 74 | — | TWFG, Inc. | — | 332,658.0 | $8.0M | 0.22% | -217K | -39.5% | $24.05 | — |
| 75 | JKHY | Jack Henry & Associates, Inc. | Technology | 54,164.0 | $7.5M | 0.21% | -9K | -14.1% | $137.74 | +12.2% |
| 76 | ALGN | Align Technology, Inc. | Healthcare | 41,537.0 | $7.0M | 0.20% | -6K | -13.3% | $168.66 | +1.8% |
| 77 | IVV | Ishares Core S&P 500 Etf | — | 8,512.0 | $6.4M | 0.18% | -8K | -47.9% | $748.86 | +3.1% |
| 78 | BBSI | Barrett Business Services, Inc | Industrials | 171,205.0 | $6.1M | 0.17% | -113K | -39.8% | $35.52 | -9.1% |
| 79 | DOCS | Doximity, Inc. | Healthcare | 281,219.0 | $5.8M | 0.16% | -209K | -42.6% | $20.74 | +20.7% |
| 80 | GSHD | Goosehead Insurance, Inc. | Financial Services | 115,819.0 | $5.6M | 0.16% | -80K | -40.9% | $48.50 | +39.0% |
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
31.2%
Healthcare
20.9%
Industrials
17.1%
Consumer Cyclical
13.4%
Financial Services
6.7%
Communication Services
5.5%
Consumer Defensive
3.8%
Real Estate
1.1%
Energy
0.2%
Basic Materials
0.1%