Riverbridge Partners LLC Portfolio Holdings by Sector
Riverbridge Partners LLC
- $5.7 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
TYL WK PAYC PCTY NOW GWRE ALKT DSGX 19 stocks |
$974,713
17.1% of portfolio
|
1
|
16
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CCCS SPSC TOST GDDY SNPS ORCL ZS 8 stocks |
$474,547
8.33% of portfolio
|
1
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI POWI TSM 4 stocks |
$435,754
7.65% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP IDXX DHR CRL 4 stocks |
$317,902
5.58% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
PRVA VEEV DOCS PHR MTHRY 5 stocks |
$271,962
4.77% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ENSG OPCH CHE PNTG 4 stocks |
$216,236
3.79% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$210,867
3.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LOPE 1 stocks |
$209,217
3.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST WSO TRNS 3 stocks |
$187,672
3.29% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
FIVE CASY TSCO 3 stocks |
$171,396
3.01% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST RGEN STVN 3 stocks |
$160,920
2.82% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$139,985
2.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$138,846
2.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG TCEHY 3 stocks |
$134,181
2.35% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL 1 stocks |
$123,548
2.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
KAI CSWI KRNT ROK 4 stocks |
$119,829
2.1% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$117,588
2.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK EXPO EFX 3 stocks |
$115,227
2.02% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
GKOS ALGN INSP KIDS ABT SYK 6 stocks |
$86,020
1.51% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GLOB JKHY GDYN ACN FISV 5 stocks |
$84,365
1.48% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$83,695
1.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX BROS FWRG 3 stocks |
$78,688
1.38% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$78,589
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$67,364
1.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
FRPT 1 stocks |
$63,778
1.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$63,027
1.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$54,386
0.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH 1 stocks |
$50,425
0.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$45,873
0.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$45,780
0.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$43,870
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG ASML DSCSY 3 stocks |
$43,851
0.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$39,668
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$35,353
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI 1 stocks |
$35,341
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DMB RA PGZ LEO VFL ARCC FDUS TSLX 39 stocks |
$31,456
0.55% of portfolio
|
34
|
5
|
4
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VXF IVV IWO FINS EFA VWO SDHY IWM 11 stocks |
$24,507
0.43% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
HLMN SNA 2 stocks |
$24,215
0.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON 1 stocks |
$20,947
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
GSHD ALIZY 2 stocks |
$16,707
0.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BBSI PAYX 2 stocks |
$16,396
0.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
WSC 1 stocks |
$15,831
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$8,352
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$4,924
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT DG 2 stocks |
$3,947
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$3,645
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG LRLCY UNICY 3 stocks |
$2,552
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ RHHBY 2 stocks |
$2,267
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
SEVN AOMR 2 stocks |
$1,664
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
DBSDY HDB 2 stocks |
$568
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$496
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$267
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL 1 stocks |
$234
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AAGIY 1 stocks |
$220
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$156
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|