Riverbridge Partners LLC Portfolio Holdings by Sector
Riverbridge Partners LLC
- $5.98 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
TYL PCTY PAYC ANSS NOW WK GWRE DSGX 20 stocks |
$1.23 Million
20.49% of portfolio
|
2
|
18
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT SPSC CCCS GDDY TOST ORCL ZS 7 stocks |
$499,248
8.35% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI POWI TSM 4 stocks |
$412,449
6.9% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
PRVA VEEV DOCS PHR CERT 5 stocks |
$291,651
4.88% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP IDXX DHR CRL 4 stocks |
$261,128
4.37% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$233,987
3.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ENSG OPCH CHE PNTG 4 stocks |
$229,436
3.84% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LOPE 1 stocks |
$208,690
3.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST WSO TRNS 3 stocks |
$188,734
3.16% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST RGEN STVN 3 stocks |
$150,298
2.51% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$143,395
2.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$141,023
2.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK EXPO EFX 3 stocks |
$140,986
2.36% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
FIVE TSCO 2 stocks |
$136,639
2.29% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GLOB GDYN JKHY ACN FISV 5 stocks |
$136,499
2.28% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
KAI CSWI KRNT ROK SBGSY 5 stocks |
$134,185
2.24% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL 1 stocks |
$126,525
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$119,198
1.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
GKOS ALGN INSP KIDS ABT SYK 6 stocks |
$106,183
1.78% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$100,872
1.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$88,276
1.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
FRPT 1 stocks |
$85,966
1.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$73,545
1.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$73,282
1.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX FWRG 2 stocks |
$65,631
1.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$63,209
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$58,853
0.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH 1 stocks |
$49,129
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$48,769
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$44,887
0.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$43,749
0.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$42,795
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$34,465
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI 1 stocks |
$33,798
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DMB RA PGZ LEO ARCC WIW TSLX VFL 41 stocks |
$30,654
0.51% of portfolio
|
39
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
GSHD ALIZY 2 stocks |
$25,710
0.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG ASML DSCSY 3 stocks |
$24,399
0.41% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
WSC 1 stocks |
$22,395
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
HLMN SNA 2 stocks |
$20,473
0.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VXF IWO IVV FINS EFA SDHY VWO IWM 11 stocks |
$18,123
0.3% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BBSI PAYX 2 stocks |
$17,172
0.29% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$6,876
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$4,319
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT DG 2 stocks |
$3,912
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$3,652
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG LRLCY UNICY 3 stocks |
$2,703
0.05% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ RHHBY CHGCY 3 stocks |
$2,281
0.04% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AOMR SEVN 2 stocks |
$1,493
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
DBSDY HDB 2 stocks |
$645
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC AAGIY 2 stocks |
$432
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$358
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$241
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL 1 stocks |
$230
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$226
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|