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Riverbridge Partners

MINNEAPOLIS, MNfiles as RIVERBRIDGE PARTNERS LLC

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$3.6bn in 198 US stocks at the end of 30 June 2026. The top 10 are 33.6% of the money. It changed about 10.3% of the portfolio this quarter.

Value
$3.6bn
Stocks
198
Top 10 share
33.6%
Turnover
10.3%

What changed this quarter

New

Bought for the first time this quarter.

  • EatonETN
    0.3% of the fund
  • Boot Barn HoldingsBOOT
    0.3% of the fund
  • Guardian Pharmacy ServicesGRDN
    0.3% of the fund
  • ImpinjPI
    0.2% of the fund
  • CactusWHD
    0.2% of the fund
  • Aberdeen Multi-Market Income FundMMT
    <0.1% of the fund
  • Invesco Exchange Traded FD TRSP
    <0.1% of the fund
  • Blackrock Core Bond TrustBHK
    <0.1% of the fund
  • Blackrock Credit Allocation Income TrustBTZ
    <0.1% of the fund
  • Western Asset Mortgage Opportunity FundDMO
    <0.1% of the fund
  • Western Asset Premier Bond FundWEA
    <0.1% of the fund
  • Manulife FinancialMFC
    <0.1% of the fund
  • Banco Bilbao Vizcaya ArgentariaBBVA
    <0.1% of the fund
  • Spotify TechnologySPOT
    <0.1% of the fund
  • Canadian National RailwayCNI
    <0.1% of the fund
  • Vanguard Index FDSVBK
    <0.1% of the fund
  • Recruit Holdings CO Ltd-AdrRCRUY
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Guidewire SoftwareGWRE
    0.9% of the fund
    +16%
  • SynopsysSNPS
    0.7% of the fund
    +15%
  • GlobantGLOB
    0.6% of the fund
    +12%
  • Nuveen Taxable Municipal Income FundNBB
    <0.1% of the fund
    +3%
  • John Hancock Income Securities TrustJHS
    <0.1% of the fund
    +3%
  • Western Asset Inflation-Linked Opportunities & Income FundWIW
    <0.1% of the fund
    +3%
  • OracleORCL
    <0.1% of the fund
    +2%
  • BlackRock Taxable Municipal Bond TrustBBN
    <0.1% of the fund
    +3%
  • Dick's Sporting GoodsDKS
    <0.1% of the fund
    +4%
  • Costco WholesaleCOST
    <0.1% of the fund
    +6%
  • Abbott LaboratoriesABT
    <0.1% of the fund
    +4%
  • Aberdeen Municipal Income FundMFM
    <0.1% of the fund
    +37%
  • TCW Strategic Income FundTSI
    <0.1% of the fund
    +3%
  • Blackrock Income TrustBKT
    <0.1% of the fund
    +3%
  • ZoetisZTS
    <0.1% of the fund
    +6%
  • Ishares TRIWM
    <0.1% of the fund
    +21%
  • John Hancock Investors TrustJHI
    <0.1% of the fund
    +3%
  • Ishares TRIWF
    <0.1% of the fund
    +32%
  • Vanguard Index FDSVUG
    <0.1% of the fund
    +38%
  • Invesco Bond FundVBF
    <0.1% of the fund
    +3%
  • AccentureACN
    <0.1% of the fund
    +4%
  • Vanguard Index FDSVTI
    <0.1% of the fund
    +7%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 198.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is down 42.4% since 30 June 2025.

Where the money is

Technology27.8%
Industrials21.9%
Health care19.1%
Retail & consumer12.6%
Financial services5.3%
Media & telecom5.1%
Everyday goods1.9%
Materials1.8%
Real estate1.0%
Utilities0.3%
Other3.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.