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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | PMO | Putnam Municipal Opportunities | Financial Services | 57,807.0 | $609K | 0.02% | -19K | -24.8% | $10.54 | -13.3% |
| 162 | AMD | ADVANCED MICRO DEVICES INC COM | Technology | 1,034.0 | $601K | 0.02% | — | — | $580.91 | +6.0% |
| 163 | HYT | BlackRock Corporate High Yield | Financial Services | 69,343.0 | $594K | 0.02% | — | — | $8.56 | -8.9% |
| 164 | VNQ | Vanguard Index Fds Reit Etf | — | 5,791.0 | $558K | 0.02% | — | — | $96.43 | -7.5% |
| 165 | DFIC | Dimensional International Core | — | 14,944.0 | $557K | 0.02% | — | — | $37.26 | +0.1% |
| 166 | IWF | Ishares Tr Russell 1000 Growth | — | 4,475.0 | $556K | 0.02% | +4K | +429.0% | $124.18 | +1.2% |
| 167 | VUG | Vanguard Growth ETF | — | 6,349.0 | $547K | 0.01% | +6K | +726.7% | $86.15 | +4.7% |
| 168 | WEA | Western Asset Premier Bond Fun | Financial Services | 49,913.0 | $532K | 0.01% | NEW | — | $10.65 | -8.1% |
| 169 | VBF | Invesco Bond Fund | Financial Services | 32,766.0 | $497K | 0.01% | +931.0 | +2.9% | $15.16 | -6.1% |
| 170 | ACN | Accenture Plc | Technology | 3,725.0 | $464K | 0.01% | +136.0 | +3.8% | $124.44 | +70.6% |
| 171 | IUSG | iShares Core S&P U.S. Growth E | — | 2,237.0 | $421K | 0.01% | — | — | $188.08 | +3.2% |
| 172 | SYK | Stryker Corp Com | Healthcare | 1,200.0 | $378K | 0.01% | — | — | $314.84 | -13.3% |
| 173 | SBI | Western Asset Intermediate Mun | Financial Services | 46,630.0 | $367K | 0.01% | -2K | -3.3% | $7.87 | -10.9% |
| 174 | — | Roche Holding Ltd ADR | — | 7,047.0 | $362K | 0.01% | — | — | $51.35 | — |
| 175 | — | Allianz SE Unsponsored ADR | — | 6,903.0 | $325K | 0.01% | — | — | $47.12 | — |
| 176 | VTI | Vanguard Index Fds Stk Mrk Etf | — | 839.0 | $311K | 0.01% | +53.0 | +6.7% | $370.11 | +1.4% |
| 177 | FMX | Fomento Economico Mexicano SAB | Consumer Defensive | 2,321.0 | $297K | 0.01% | — | — | $127.90 | -9.9% |
| 178 | — | SCHNEIDER ELECTRIC SA ADR | — | 4,526.0 | $295K | 0.01% | — | — | $65.18 | — |
| 179 | CHE | Chemed Corporation | Healthcare | 588.0 | $274K | 0.01% | -50K | -98.8% | $465.94 | +7.9% |
| 180 | MFC | Manulife Finl Corp Com | Financial Services | 6,593.0 | $267K | 0.01% | NEW | — | $40.51 | +5.0% |
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
31.9%
Healthcare
21.3%
Industrials
17.4%
Consumer Cyclical
13.7%
Financial Services
6.9%
Consumer Defensive
3.9%
Communication Services
3.5%
Real Estate
1.1%
Energy
0.2%
Basic Materials
0.1%