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Portfolio (Quarterly) Guide ↗

GENEVA CAPITAL MANAGEMENT LLC

· CIK 0001009232
13F Portfolio $4.7B AUM 252 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 26 Added 91 Reduced 5 Exited
Page 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGII Digi International Inc. Technology 1,612,365.0 $77.7M 1.65% +69K +4.5% $48.20 +33.2%
22 SPXC SPX Technologies, Inc. Industrials 388,434.0 $77.7M 1.65% -33K -7.8% $199.94 +1.8%
23 MTSI MACOM Technology Solutions Holdings Inc. Technology 343,759.0 $76.3M 1.62% -29K -7.7% $222.07 +72.7%
24 FSV FirstService Corp. Real Estate 527,572.0 $73.3M 1.56% +113K +27.1% $138.94 -6.5%
25 KEYS Keysight Technologies, Inc. Technology 245,852.0 $69.4M 1.48% -52K -17.4% $282.37 +28.0%
26 BFAM Bright Horizons Family Solutions Inc Del Consumer Cyclical 792,427.0 $65.1M 1.38% -83K -9.4% $82.13 -15.4%
27 TECH Bio-Techne Corp Healthcare 1,243,043.0 $65.0M 1.38% +153K +14.0% $52.26 -14.4%
28 VVV Valvoline Inc Energy 1,789,709.0 $60.3M 1.28% +135K +8.2% $33.68 -3.9%
29 DORM Dorman Products Inc. Consumer Cyclical 564,356.0 $58.9M 1.25% +159K +39.2% $104.36 +15.5%
30 WDFC WD-40 Co. Basic Materials 282,449.0 $57.6M 1.22% +45K +18.7% $203.94 -1.0%
31 PLUS Eplus Inc Technology 759,517.0 $57.2M 1.22% -64K -7.8% $75.25 +13.4%
32 VCEL Vericel Corporation Healthcare 1,646,818.0 $53.0M 1.13% -180K -9.8% $32.17 +3.0%
33 AX Axos Financial Inc Financial Services 608,081.0 $51.7M 1.10% -52K -7.8% $85.09 -2.2%
34 DCI Donaldson Co Inc Industrials 604,371.0 $51.3M 1.09% -52K -8.0% $84.87 -1.2%
35 AGYS Agilysys Inc Technology 672,470.0 $47.8M 1.02% -60K -8.1% $71.14 -5.3%
36 ROL Rollins Inc Consumer Cyclical 884,467.0 $47.2M 1.00% -30K -3.3% $53.41 +0.0%
37 ALRM Alarm.com Holdings Inc. Technology 1,070,083.0 $46.2M 0.98% -84K -7.3% $43.19 -1.6%
38 MPWR Monolithic Power Systems Inc. Technology 39,751.0 $43.5M 0.92% -3K -7.2% $1093.35 +47.6%
39 BURL Burlington Stores Inc. Consumer Cyclical 132,865.0 $43.2M 0.92% -4K -3.2% $325.38 -9.8%
40 AXON Axon Enterprise Inc Industrials 96,728.0 $41.1M 0.87% +15K +18.6% $424.69 -7.7%
Page 2 of 6  ·  120 positions

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 32.1%
Industrials 28.9%
Healthcare 12.3%
Consumer Cyclical 8.9%
Financial Services 5.9%
Basic Materials 4.9%
Consumer Defensive 3.6%
Real Estate 2.0%
Energy 1.3%
Communication Services 0.1%