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 | CRM | Salesforce, Inc. | Technology | 101,205.0 | $15.9M | 0.44% | -64K | -38.8% | $156.66 | +21.9% |
| 62 | CCC | CCC Intelligent Solutions Hold | Technology | 2,907,042.0 | $15.0M | 0.42% | -1.6M | -35.1% | $5.16 | +29.7% |
| 63 | OPCH | Option Care Health, Inc. | Healthcare | 650,568.0 | $13.6M | 0.38% | -334K | -33.9% | $20.97 | +11.4% |
| 64 | ACVA | ACV Auctions, Inc. | Consumer Cyclical | 1,839,453.0 | $13.2M | 0.37% | -848K | -31.6% | $7.19 | +6.0% |
| 65 | CRL | Charles River Laboratories Int | Healthcare | 56,703.0 | $12.9M | 0.36% | -7K | -11.1% | $226.79 | +26.4% |
| 66 | LOAR | Loar Holdings, Inc. | Industrials | 153,080.0 | $12.3M | 0.34% | -105K | -40.8% | $80.61 | -3.4% |
| 67 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | 15,224.0 | $12.1M | 0.34% | -2K | -13.6% | $794.79 | +9.5% |
| 68 | PNTG | Pennant Group, Inc. | Healthcare | 315,832.0 | $11.7M | 0.33% | -345K | -52.2% | $36.95 | +6.0% |
| 69 | POWI | Power Integrations, Inc. | Technology | 138,538.0 | $11.6M | 0.32% | -198K | -58.8% | $83.76 | -25.9% |
| 70 | ETN | Eaton Corporation Plc | Industrials | 26,919.0 | $11.5M | 0.32% | NEW | — | $426.12 | +6.9% |
| 71 | RBC | RBC Bearings, Inc. | Industrials | 17,797.0 | $11.5M | 0.32% | -3K | -12.7% | $644.06 | -13.4% |
| 72 | TOST | Toast, Inc. | Technology | 399,492.0 | $11.1M | 0.31% | -60K | -13.1% | $27.82 | +23.4% |
| 73 | BOOT | Boot Barn Holdings, Inc. | Consumer Cyclical | 67,475.0 | $11.1M | 0.31% | NEW | — | $164.27 | -0.1% |
| 74 | STVN | Stevanato Group SpA | Healthcare | 600,514.0 | $10.9M | 0.30% | -73K | -10.8% | $18.07 | +17.7% |
| 75 | DV | DoubleVerify Holdings, Inc. | Technology | 972,989.0 | $10.5M | 0.29% | -470K | -32.6% | $10.84 | +22.7% |
| 76 | GRDN | Guardian Pharmacy Services, In | Healthcare | 244,585.0 | $10.2M | 0.29% | NEW | — | $41.87 | -9.2% |
| 77 | HLMN | Hillman Solutions Corporation | Industrials | 1,202,992.0 | $10.2M | 0.28% | -852K | -41.5% | $8.44 | +4.5% |
| 78 | CWST | Casella Waste Systems, Inc. | Industrials | 102,979.0 | $10.0M | 0.28% | -70K | -40.5% | $96.97 | -7.9% |
| 79 | AAPL | Apple Inc. | Technology | 31,263.0 | $9.0M | 0.25% | -606.0 | -1.9% | $289.36 | +5.6% |
| 80 | LMAT | LeMaitre Vascular, Inc. | Healthcare | 88,467.0 | $8.5M | 0.24% | -17K | -16.2% | $95.96 | -14.0% |
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%