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Riverbridge Partners 13F filings

Manager(s): CIO Mark A. Thompson, and Portfolio Manager Rick D. Moulton

Holdings as of 2026-06-30

Filed on 2026-07-13 under CIK 1112325

Company
Investment Type
Change
Value (x$1000)
increase or decrease
NVIDIA Corp.
998,902 sh
-157,641 sh
-14%
$199,870
-$1,831
Microsoft Corp
413,524 sh
-46,282 sh
-10%
$154,253
-$15,954
HEICO Corp.
361,213 sh
-45,013 sh
-11%
$128,661
$17,274
Amazon.com Inc
504,618 sh
-57,421 sh
-10%
$120,271
$3,215
RB GLOBAL INC COM
1,027,992 sh
-247,392 sh
-19%
$119,710
-$2,536
Analog Devices Inc
295,295 sh
-51,370 sh
-15%
$117,282
$6,994
Medpace Holdings Inc
183,941 sh
-53,466 sh
-23%
$97,413
-$16,588
Fastenal Co.
2,001,710 sh
-220,172 sh
-10%
$96,142
-$6,953
Alphabet Inc
239,570 sh
-28,296 sh
-11%
$85,615
$8,588
West Pharmaceutical Services Inc
232,514 sh
-28,928 sh
-11%
$83,472
$17,944
Grand Canyon Education Inc
555,692 sh
-160,894 sh
-22%
$79,525
-$42,316
Privia Health Group Inc.
2,998,597 sh
-919,351 sh
-23%
$77,154
-$3,438
Five Below Inc
428,994 sh
-143,307 sh
-25%
$77,129
-$53,630
Tyler Technologies Inc
251,422 sh
-4,991 sh
-2%
$73,531
-$14,260
Ensign Group Inc
440,086 sh
-129,259 sh
-23%
$70,546
-$44,177
Alphabet Inc
189,147 sh
-21,007 sh
-10%
$66,831
$6,546
Kinsale Capital Group Inc
185,530 sh
-60,706 sh
-25%
$61,190
-$22,939
Kadant Inc
194,573 sh
-57,657 sh
-23%
$61,141
-$12,598
Veeva Systems Inc
313,378 sh
5,661 sh
2%
$55,615
$1,561
S&P Global Inc.
129,844 sh
-14,371 sh
-10%
$52,880
-$8,460
Watsco Inc
120,334 sh
-11,404 sh
-9%
$50,147
$2,222
Verisk Analytics Inc
272,866 sh
-18,826 sh
-6%
$48,988
-$6,360
ServiceNow Inc
490,814 sh
-58,970 sh
-11%
$48,728
-$8,752
Rollins Inc
1,126,020 sh
-116,565 sh
-9%
$47,000
-$19,366
Tesla Inc
107,923 sh
-13,717 sh
-11%
$45,392
$172
UnitedHealth Group Inc
107,378 sh
-10,981 sh
-9%
$44,630
$12,603
Visa Inc
126,874 sh
-14,791 sh
-10%
$43,529
$712
Danaher Corp
223,404 sh
579 sh
0%
$42,554
$306
Freshpet Inc
675,318 sh
-247,705 sh
-27%
$39,925
-$14,496
Starbucks Corp
386,968 sh
-40,912 sh
-10%
$39,544
$1,210
Glaukos Corp
282,089 sh
-151,139 sh
-35%
$39,425
-$7,216
IDEXX Laboratories Inc.
73,440 sh
-9,084 sh
-11%
$38,662
-$7,708
LINDE PLC
73,993 sh
-6,786 sh
-8%
$38,398
-$1,649
Cintas Corp
222,153 sh
-7,005 sh
-3%
$37,784
-$976
Paylocity Holding Corp
328,366 sh
-133,653 sh
-29%
$34,324
-$15,593
Guidewire Software Inc
266,959 sh
37,447 sh
16%
$32,849
-$1,477
Cognex Corp
444,577 sh
-270,766 sh
-38%
$32,196
-$2,849
Floor & Decor Holdings Inc.
524,882 sh
-130,529 sh
-20%
$31,157
-$2,138
CoStar Group Inc.
1,091,535 sh
-135,856 sh
-11%
$30,912
-$18,601
Bio-Techne Corp.
436,507 sh
-172,409 sh
-28%
$30,839
-$983
Fair Isaac Corp
24,897 sh
-2,004 sh
-7%
$29,747
$1,029
Netflix Inc
410,274 sh
-53,309 sh
-11%
$29,294
-$15,280
Aaon Inc
208,611 sh
-93,758 sh
-31%
$26,464
$1,443
Simpson Manufacturing Co. Inc.
124,379 sh
-56,598 sh
-31%
$26,039
-$5,020
Synopsys Inc
56,481 sh
7,363 sh
15%
$25,194
$5,720
Motorola Solutions Inc
60,313 sh
-6,965 sh
-10%
$25,047
-$4,150
Entegris Inc
137,455 sh
-75,880 sh
-36%
$24,723
-$288
Repligen Corp
172,507 sh
-85,969 sh
-33%
$23,537
-$6,917
Dutch Bros Inc.
317,628 sh
-193,775 sh
-38%
$22,809
-$3,099
GLOBANT S A COM
769,815 sh
82,004 sh
12%
$22,278
-$9,437
Workiva Inc
436,284 sh
-214,959 sh
-33%
$21,164
-$17,670
Exponent Inc
359,934 sh
-173,185 sh
-32%
$21,150
-$13,636
RIVERBRIDGE GROWTH FUND - INST COM
784,937 sh
-56,090 sh
-7%
$21,021
-$333
CSW Industrials Inc.
73,442 sh
-42,209 sh
-36%
$20,439
-$9,697
DESCARTES SYS GROUP INC COM
291,102 sh
-160,320 sh
-36%
$20,156
-$12,148
SAP SE SPON ADR
125,736 sh
-13,203 sh
-10%
$19,377
-$4,411
Transcat Inc
202,389 sh
-108,087 sh
-35%
$18,776
-$4,028
Agilisys Inc
179,573 sh
-76,481 sh
-30%
$18,765
$549
Alarm.com Holdings Inc.
394,872 sh
-197,982 sh
-33%
$18,448
-$7,157
First Watch Restaurant Group Inc.
1,348,632 sh
-743,068 sh
-36%
$17,384
-$4,537
Salesforce.com Inc
101,205 sh
-64,054 sh
-39%
$15,855
-$14,994
CCC Intelligent Solutions Holdings Inc.
2,907,042 sh
-1,574,042 sh
-35%
$15,000
-$11,887
Option Care Health Inc
650,568 sh
-333,792 sh
-34%
$13,642
-$12,857
ACV Auctions Inc.
1,839,453 sh
-848,006 sh
-32%
$13,226
$1,831
Charles River Laboratories International Inc.
56,703 sh
-7,085 sh
-11%
$12,860
$1,857
LOAR HOLDINGS INC COM
153,080 sh
-105,336 sh
-41%
$12,340
-$2,465
Casey's General Stores Inc.
15,224 sh
-2,388 sh
-14%
$12,100
-$719
Pennant Group Inc
315,832 sh
-345,219 sh
-52%
$11,670
-$8,479
Power Integrations Inc
138,538 sh
-197,530 sh
-59%
$11,604
-$5,603
Eaton Plc
26,919 sh
26,919 sh
NEW
$11,471
$11,471
RBC Bearings Inc
17,797 sh
-2,589 sh
-13%
$11,462
$390
Toast Inc.
399,492 sh
-60,315 sh
-13%
$11,114
-$1,075
Boot Barn Holdings Inc
67,475 sh
67,475 sh
NEW
$11,084
$11,084
STEVANATO GROUP S P A ORD SHS
600,514 sh
-72,634 sh
-11%
$10,851
$1,595
DoubleVerify Holdings Inc.
972,989 sh
-469,825 sh
-33%
$10,547
-$3,160
GUARDIAN PHARMACY SVCS INC CL A
244,585 sh
244,585 sh
NEW
$10,241
$10,241
Hillman Solutions Corp. COM
1,202,992 sh
-851,596 sh
-41%
$10,153
-$6,941
Casella Waste Systems Inc
102,979 sh
-70,226 sh
-41%
$9,986
-$3,756
Apple Inc
31,263 sh
-606 sh
-2%
$9,046
$958
LeMaitre Vascular Inc.
88,467 sh
-17,132 sh
-16%
$8,489
-$3,039
Appfolio Inc
50,837 sh
-37,275 sh
-42%
$8,152
-$5,754
Impinj Inc
56,028 sh
56,028 sh
NEW
$8,025
$8,025
TWFG INC COM CL A
332,658 sh
-216,956 sh
-39%
$8,000
-$2,107
Cactus Inc
152,967 sh
152,967 sh
NEW
$7,836
$7,836
Jack Henry & Associates Inc.
54,164 sh
-8,881 sh
-14%
$7,461
-$2,503
Align Technology Inc
41,537 sh
-6,381 sh
-13%
$7,006
-$1,209
ISHARES TR CORE S&P500 ETF
8,512 sh
-7,835 sh
-48%
$6,374
-$4,304
Barrett Business Services Inc
171,205 sh
-113,072 sh
-40%
$6,081
-$2,214
Doximity Inc.
281,219 sh
-208,523 sh
-43%
$5,832
-$5,579
Goosehead Insurance Inc
115,819 sh
-79,998 sh
-41%
$5,617
-$2,737
Grid Dynamics Holdings Inc.
986,450 sh
-440,959 sh
-31%
$5,603
-$2,533
VANGUARD INDEX FDS EXTEND MKT ETF
22,413 sh
-1,214 sh
-5%
$5,518
$656
VANGUARD INDEX FDS COM
7,181 sh
-3 sh
0%
$4,969
$641
Ecolab Inc
13,173 sh
-191 sh
-1%
$3,670
$115
TJX Cos. Inc.
23,378 sh
-275 sh
-1%
$3,542
-$235
ISHARES TR RUS 2000 GRW ETF
8,718 sh
-2,426 sh
-22%
$3,434
-$63
Snap-on Inc.
8,304 sh
-109 sh
-1%
$3,342
$286
ASML HOLDING N V N Y REGISTRY SHS
1,674 sh
-107 sh
-6%
$3,330
$978
Rockwell Automation Inc
6,689 sh
-96 sh
-1%
$3,312
$877
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
6,809 sh
-277 sh
-4%
$3,252
$857
BROOKFIELD REAL ASSETS INCOM SHS BEN INT
241,792 sh
1,950 sh
1%
$3,114
$30
ANGEL OAK FINL STRATEGIES IN COM BEN INT
235,363 sh
1,886 sh
1%
$3,013
$36
OrthoPediatrics Corp.
155,315 sh
-108,124 sh
-41%
$2,971
-$1,210
PGIM SHORT DUR HIG YLD OPP F COM
164,714 sh
2,200 sh
1%
$2,700
$97
Johnson & Johnson
9,904 sh
-131 sh
-1%
$2,515
$62
SIXTH STREET SPECIALTY LENDING COMMON STOCK
143,587 sh
-117 sh
0%
$2,465
-$176
GoDaddy Inc
28,978 sh
-96,330 sh
-77%
$2,460
-$7,899
NUVEEN TAXABLE MUNICPL INCM COM
145,001 sh
4,109 sh
3%
$2,288
$82
HANCOCK JOHN INCOME SECS TR COM
206,659 sh
5,816 sh
3%
$2,278
$81
Walmart Inc
19,238 sh
-213 sh
-1%
$2,179
-$238
Rivernorth Flexible Municipal Incm Fd II COM
157,851 sh
-67,206 sh
-30%
$2,152
-$695
WESTERN AST INFL LKD OPP & I COM
252,005 sh
7,131 sh
3%
$2,117
$45
FIDUS INVT CORP COM
110,869 sh
984 sh
1%
$2,114
$200
PRINCIPAL REAL ESTATE INCOME SHS BEN INT
204,139 sh
1,871 sh
1%
$2,101
$157
Procter & Gamble Co.
14,204 sh
-189 sh
-1%
$2,083
$4
ARES CAP CORP COM
111,289 sh
923 sh
1%
$2,062
$73
Seven Hills Realty Trust COM
243,649 sh
2,068 sh
1%
$2,054
$68
DELAWARE INVT NAT MUNI INC F SH BEN INT
193,519 sh
-566 sh
0%
$2,007
$74
Oracle Corp
13,685 sh
307 sh
2%
$2,006
$38
BLACKROCK TAX MUNICPAL BD TR SHS
120,853 sh
3,342 sh
3%
$1,954
$54
FS GLOBAL CR OPPORTUNITIE FDA LP
384,875 sh
-414 sh
0%
$1,921
-$44
Dick's Sporting Goods Inc.
8,335 sh
303 sh
4%
$1,890
$297
RIVERNORTH DOUBLELINE STRATE COM
240,803 sh
3,708 sh
2%
$1,859
$40
Equifax Inc
11,461 sh
-156 sh
-1%
$1,819
-$273
Angel Oak Mortgage Inc. COM
199,078 sh
1,686 sh
1%
$1,808
$185
FS Specialty Lending Fund CEF
159,597 sh
1,314 sh
1%
$1,780
-$200
Costco Wholesale Corp
1,868 sh
101 sh
6%
$1,747
-$14
FIDELITY TR 500 INDEX INS PREM MF
6,264 sh
-204 sh
-3%
$1,636
$165
Abbott Laboratories
17,683 sh
696 sh
4%
$1,605
-$139
FEDERATED PREM MUN INC FD COM
139,632 sh
-1,262 sh
-1%
$1,604
$64
PIMCO NEW YORK MUN FD II COM
223,041 sh
-220 sh
0%
$1,581
$52
Paychex Inc
15,074 sh
-202 sh
-1%
$1,482
$75
PIMCO CA MUNICIPAL INCOME FD COM
161,369 sh
-492 sh
0%
$1,447
$58
HERCULES CAPITAL INC COM
90,993 sh
321 sh
0%
$1,435
$96
MFS MUN INCOME TR SH BEN INT
247,902 sh
66,641 sh
37%
$1,393
$416
SPS Commerce Inc.
24,311 sh
-383,074 sh
-94%
$1,390
-$21,289
GOLUB CAP BDC INC COM
107,382 sh
1,073 sh
1%
$1,383
$37
PUTNAM PREMIER INCOME TR SH BEN INT
393,732 sh
-239,427 sh
-38%
$1,374
-$874
TCW STRATEGIC INCOME FUND IN COM
298,509 sh
8,436 sh
3%
$1,346
$44
BLACKROCK MUNIHOLDINGS FD IN COM
112,138 sh
-3,736 sh
-3%
$1,334
$27
MSC INCOME FUND INC COM
114,945 sh
1,371 sh
1%
$1,330
-$53
SPDR S&P 500 ETF TR TR UNIT
1,694 sh
 
$1,265
MFS MULTIMARKET INCOME TR SH BEN INT
280,036 sh
280,036 sh
NEW
$1,232
$1,232
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
5,673 sh
5,673 sh
NEW
$1,207
$1,207
Blackrock Income Trust CEF
111,623 sh
3,123 sh
3%
$1,197
$50
ISHARES TR MSCI EAFE ETF
11,472 sh
-5,242 sh
-31%
$1,192
-$431
Tractor Supply Co.
35,256 sh
-447 sh
-1%
$1,114
-$503
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
18,480 sh
-6,547 sh
-26%
$1,103
-$250
Zoetis Inc
15,078 sh
821 sh
6%
$1,084
-$601
ALLIANCEBERNSTEIN NATL MUNI COM
87,837 sh
-67,192 sh
-43%
$1,002
-$655
BLACKROCK CORE BD TR SHS BEN INT
105,350 sh
105,350 sh
NEW
$966
$966
BLACKROCK CR ALLCTN INC TR COM
93,180 sh
93,180 sh
NEW
$952
$952
BNY MELLON STRATEGIC MUNS IN COM
138,053 sh
-220,260 sh
-61%
$892
-$1,362
BNY MELLON MUN BD INFRASTRUC COM SHS
80,654 sh
-3,104 sh
-4%
$890
$7
ISHARES TR RUS 1000 ETF
2,004 sh
24 sh
1%
$821
$115
ISHARES TR RUSSELL 2000 ETF
2,655 sh
462 sh
21%
$798
$254
NEUBERGER BERMAN MUNI FD INC COM
75,573 sh
-2,546 sh
-3%
$797
$4
BLACKROCK MUNIYIELD QLTY FD COM
71,237 sh
-2,435 sh
-3%
$791
$17
WESTERN ASSET MTG DEF OPPTY COM
64,397 sh
64,397 sh
NEW
$690
$690
HANCOCK JOHN INVS TR COM
49,133 sh
1,370 sh
3%
$654
$37
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
57,807 sh
-19,035 sh
-25%
$609
-$182
BLACKROCK CORPOR HI YLD FD I COM
69,343 sh
-79 sh
0%
$594
$3
VANGUARD INDEX FDS REAL ESTATE ETF
5,791 sh
 
$558
DIMENSIONAL ETF TRUST INTL CORE EQUITY
14,944 sh
 
$557
ISHARES TR RUS 1000 GRW ETF
4,475 sh
3,629 sh
429%
$556
$195
VANGUARD INDEX FDS GROWTH ETF
6,349 sh
5,581 sh
727%
$547
$212
WESTERN ASSET PREMIER BD FD SHS BEN INT
49,913 sh
49,913 sh
NEW
$532
$532
INVESCO BD FD COM
32,766 sh
931 sh
3%
$497
$19
Accenture Plc
3,725 sh
136 sh
4%
$464
-$248
ISHARES TR CORE S&P US GWT
2,237 sh
-11 sh
0%
$421
$72
Stryker Corp
1,200 sh
 
$378
WESTERN ASSET INTM MUNI FD I COM
46,630 sh
-1,604 sh
-3%
$367
-$3
ROCHE HOLDING AG ADR COM
7,047 sh
 
$362
ALLIANZ SE ADR
6,903 sh
 
$325
VANGUARD INDEX FDS TOTAL STK MKT
839 sh
53 sh
7%
$311
$59
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS
2,321 sh
 
$297
SCHNEIDER ELECTRIC SE COM
4,526 sh
 
$295
Chemed Corp
588 sh
-50,159 sh
-99%
$274
-$18,895
MANULIFE FINL CORP COM
6,593 sh
6,593 sh
NEW
$267
$267
VANGUARD INDEX FDS VALUE ETF
1,219 sh
 
$266
SHELL ADR EACH REP 2 ORD WI SPONSORED ADR
3,278 sh
 
$254
LASERTEC CORP ADS
4,015 sh
-1,410 sh
-26%
$254
$17
DISCO CORP-UNSPONSORED ADR ADR
4,833 sh
-687 sh
-12%
$253
$29
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR
9,752 sh
9,752 sh
NEW
$244
$244
TENCENT HOLDINGS LTD. ADR COM
4,231 sh
 
$234
Contemporary Amperex Technolog COM
10,392 sh
 
$233
RIO TINTO PLC SPONSORED ADR
2,284 sh
 
$217
DBS GROUP HOLDINGS LTD ADR COM
1,055 sh
-989 sh
-48%
$214
-$152
AIA GROUP LTD. ADR COM
5,764 sh
 
$211
SPOTIFY TECHNOLOGY S A SHS
459 sh
459 sh
NEW
$211
$211
CANADIAN NATL RY CO COM
1,739 sh
1,739 sh
NEW
$207
$207
VANGUARD INDEX FDS SML CP GRW ETF
560 sh
560 sh
NEW
$205
$205
HALEON PLC SPON ADS COM
17,477 sh
 
$163
RECRUIT HOLDINGS CO LTD COM
11,337 sh
11,337 sh
NEW
$158
$158
OBIC CO LTD F ADR
11,452 sh
 
$134
M3 INC COM
22,202 sh
 
$123
UNICHARM CORP COM
21,761 sh
 
$62
WillScot Mobile Mini Holdings Corp.
0 sh
-669,142 sh
-100%
$0
-$11,616
Alkami Technology Inc.
0 sh
-688,980 sh
-100%
$0
-$10,796
Inspire Medical Systems Inc
0 sh
-92,494 sh
-100%
$0
-$4,771
MFS CHARTER INCOME TR SH BEN INT
0 sh
-207,236 sh
-100%
$0
-$1,256
Crescent Capital BDC Inc COM
0 sh
-102,056 sh
-100%
$0
-$1,240
Workday Inc
0 sh
-3,994 sh
-100%
$0
-$519
Paycom Software Inc
0 sh
-3,348 sh
-100%
$0
-$407
MFS HIGH INCOME MUN TR SH BEN INT
0 sh
-101,715 sh
-100%
$0
-$377
BLACKROCK MULTI-SECTOR INC T COM
0 sh
-26,326 sh
-100%
$0
-$330
BAE SYSTEMS PLC COM
0 sh
-1,897 sh
-100%
$0
-$221
CHUGAI PHARMACEUTICAL CO LTD ADR COM
0 sh
-7,825 sh
-100%
$0
-$215