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 | ALKT | Alkami Technology, Inc. | Technology | 688,980.0 | $10.8M | 0.26% | -1.1M | -61.4% | $15.67 | +8.4% |
| 82 | IVV | Ishares Core S&P 500 Etf | — | 16,347.0 | $10.7M | 0.26% | -69K | -80.8% | $653.19 | +13.6% |
| 83 | GDDY | GoDaddy, Inc. | Technology | 125,308.0 | $10.4M | 0.25% | -74K | -37.0% | $82.67 | +10.5% |
| 84 | — | TWFG, Inc. | — | 549,614.0 | $10.1M | 0.25% | -44K | -7.4% | $18.39 | — |
| 85 | JKHY | Jack Henry & Associates, Inc. | Technology | 63,045.0 | $10.0M | 0.24% | -27K | -29.8% | $158.04 | -12.0% |
| 86 | STVN | Stevanato Group SpA | Healthcare | 673,148.0 | $9.3M | 0.23% | -42K | -5.9% | $13.75 | +29.4% |
| 87 | GSHD | Goosehead Insurance, Inc. | Financial Services | 195,817.0 | $8.4M | 0.20% | -15K | -6.9% | $42.66 | -1.2% |
| 88 | BBSI | Barrett Business Services, Inc | Industrials | 284,277.0 | $8.3M | 0.20% | -11K | -3.8% | $29.18 | +7.5% |
| 89 | ALGN | Align Technology, Inc. | Healthcare | 47,918.0 | $8.2M | 0.20% | -25K | -34.6% | $171.43 | -7.4% |
| 90 | GDYN | Grid Dynamics Holdings, Inc. | Technology | 1,427,409.0 | $8.1M | 0.20% | -319K | -18.2% | $5.70 | +17.2% |
| 91 | AAPL | Apple Inc. | Technology | 31,869.0 | $8.1M | 0.20% | — | — | $253.79 | +17.4% |
| 92 | VXF | VANGUARD INDEX FDS EXTEND MKT | — | 23,627.0 | $4.9M | 0.12% | -29K | -55.0% | $205.80 | +8.8% |
| 93 | INSP | Inspire Medical Systems, Inc. | Healthcare | 92,494.0 | $4.8M | 0.12% | -5K | -4.8% | $51.58 | -18.9% |
| 94 | — | Vanguard Index Tr 500 Index Ad | — | 7,184.0 | $4.3M | 0.11% | — | — | $602.45 | — |
| 95 | KIDS | OrthoPediatrics Corporation | Healthcare | 263,439.0 | $4.2M | 0.10% | -5K | -1.8% | $15.87 | +14.3% |
| 96 | TJX | TJX Companies, Inc. | Consumer Cyclical | 23,653.0 | $3.8M | 0.09% | — | — | $159.70 | -5.9% |
| 97 | ECL | Ecolab, Inc. | Basic Materials | 13,364.0 | $3.6M | 0.09% | +100.0 | +0.8% | $266.02 | -6.3% |
| 98 | IWO | Ishares Tr Russell 2000 Growth | — | 11,144.0 | $3.5M | 0.09% | -4K | -28.4% | $313.82 | +13.9% |
| 99 | RA | Brookfield Real Assets Income | Financial Services | 239,842.0 | $3.1M | 0.07% | +19K | +8.4% | $12.86 | -2.2% |
| 100 | SNA | Snap-on, Inc. | Industrials | 8,413.0 | $3.1M | 0.07% | — | — | $363.22 | +0.1% |
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
31.4%
Healthcare
20.5%
Industrials
16.3%
Consumer Cyclical
13.2%
Financial Services
6.7%
Communication Services
4.7%
Consumer Defensive
4.7%
Real Estate
1.4%
Basic Materials
1.1%
Energy
0.0%