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 | APPF | AppFolio, Inc. | Technology | 50,837.0 | $8.2M | 0.23% | -37K | -42.3% | $160.35 | +22.2% |
| 82 | PI | Impinj, Inc. | Technology | 56,028.0 | $8.0M | 0.22% | NEW | — | $143.23 | +19.9% |
| 83 | — | TWFG, Inc. | — | 332,658.0 | $8.0M | 0.22% | -217K | -39.5% | $24.05 | — |
| 84 | WHD | Cactus, Inc. | Energy | 152,967.0 | $7.8M | 0.22% | NEW | — | $51.23 | +43.4% |
| 85 | JKHY | Jack Henry & Associates, Inc. | Technology | 54,164.0 | $7.5M | 0.21% | -9K | -14.1% | $137.74 | +8.8% |
| 86 | ALGN | Align Technology, Inc. | Healthcare | 41,537.0 | $7.0M | 0.20% | -6K | -13.3% | $168.66 | +1.5% |
| 87 | IVV | Ishares Core S&P 500 Etf | — | 8,512.0 | $6.4M | 0.18% | -8K | -47.9% | $748.86 | +3.7% |
| 88 | BBSI | Barrett Business Services, Inc | Industrials | 171,205.0 | $6.1M | 0.17% | -113K | -39.8% | $35.52 | -11.8% |
| 89 | DOCS | Doximity, Inc. | Healthcare | 281,219.0 | $5.8M | 0.16% | -209K | -42.6% | $20.74 | +18.2% |
| 90 | GSHD | Goosehead Insurance, Inc. | Financial Services | 115,819.0 | $5.6M | 0.16% | -80K | -40.9% | $48.50 | +32.8% |
| 91 | GDYN | Grid Dynamics Holdings, Inc. | Technology | 986,450.0 | $5.6M | 0.16% | -441K | -30.9% | $5.68 | +32.0% |
| 92 | VXF | VANGUARD INDEX FDS EXTEND MKT | — | 22,413.0 | $5.5M | 0.15% | -1K | -5.1% | $246.21 | +1.5% |
| 93 | — | Vanguard Index Tr 500 Index Ad | — | 7,181.0 | $5.0M | 0.14% | — | — | $692.00 | — |
| 94 | ECL | Ecolab, Inc. | Basic Materials | 13,173.0 | $3.7M | 0.10% | -191.0 | -1.4% | $278.61 | -1.0% |
| 95 | TJX | TJX Companies, Inc. | Consumer Cyclical | 23,378.0 | $3.5M | 0.10% | -275.0 | -1.2% | $151.50 | -0.4% |
| 96 | IWO | Ishares Tr Russell 2000 Growth | — | 8,718.0 | $3.4M | 0.10% | -2K | -21.8% | $393.94 | +0.2% |
| 97 | SNA | Snap-on, Inc. | Industrials | 8,304.0 | $3.3M | 0.09% | -109.0 | -1.3% | $402.40 | -0.3% |
| 98 | ASML | ASML Holding NV ADR | Technology | 1,674.0 | $3.3M | 0.09% | -107.0 | -6.0% | $1989.44 | -5.3% |
| 99 | ROK | Rockwell Automation Com | Industrials | 6,689.0 | $3.3M | 0.09% | -96.0 | -1.4% | $495.08 | -10.2% |
| 100 | TSM | Taiwan Semiconductor Manufactu | Technology | 6,809.0 | $3.3M | 0.09% | -277.0 | -3.9% | $477.57 | -9.8% |
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%