Riverbridge Partners LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Riverbridge Partners LLC reported 179 stock positions worth $7.3 billion. Its top holding was Nvidia (NVDA) at 3.6% of the portfolio, followed by Globant (GLOB, 3.3%) and Microsoft (MSFT, 3.2%). Compared with Q3 2024, it opened 15 new positions, sold out of 18, added to 28 and reduced 127. The biggest buy was a new position in Simpson Manufacturing (SSD) and the biggest sale Fastenal (FAST, shares −36%).

Most Recent 13F
Q2 2026
Location
MINNEAPOLIS, MN
CIK
0001112325
Portfolio Value
$7.3B (Q4 2024)
SEC Filing
0001112325-25-000005 ↗ filed Jan 17, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2024: $8.2B Q1 2024 Q2 2024: $7.4B Q2 2024 Q3 2024: $7.5B Q3 2024 Q4 2024: $7.3B $7.3B Q4 2024 Q1 2025: $6.2B Q1 2025 Q2 2025: $6.2B Q2 2025 Q3 2025: $5.9B Q3 2025 Q4 2025: $5.3B Q4 2025 Q1 2026: $4.1B Q1 2026 Q2 2026: $3.6B Q2 2026

Holdings 179 stocks · $7.3B
NVDA Nvidia Corp. 3.63% 1,978,254 $265.7M Reduce -4.2%
GLOB Globant SA 3.35% 1,143,801 $245.3M Reduce -6.1%
MSFT Microsoft Corp. 3.23% 562,087 $236.9M Reduce -3.3%
LOPE Grand Canyon Education Inc. 3.19% 1,428,922 $234.1M Reduce -6.2%
HEI Heico Corp. 2.81% 866,925 $206.1M Reduce -4.9%
RBA RB Global Inc. 2.75% 2,230,934 $201.3M Reduce -19.2%
TYL Tyler Technologies Inc. 2.49% 315,930 $182.2M Reduce -11.0%
WK Workiva Inc. 2.46% 1,646,325 $180.3M Reduce -6.0%
MEDP Medpace Holdings Inc. 2.35% 517,533 $171.9M Reduce -6.2%
GWRE Guidewire Software Inc. 2.08% 906,245 $152.8M Reduce -5.9%
AMZN Amazon.com Inc. 2.05% 683,575 $150.0M Reduce -3.5%
ENSG The Ensign Group Inc. 2.05% 1,128,576 $149.9M Reduce -6.3%
PCTY Paylocity Holding Corp. 1.96% 721,522 $143.9M Reduce -6.6%
WST West Pharmaceutical Services 1.95% 435,293 $142.6M Reduce -4.7%
KNSL Kinsale Capital Group Inc. 1.94% 306,385 $142.5M Reduce -6.4%
CSGP Costar Group Inc. 1.90% 1,943,883 $139.2M Add +5.5%
FRPT Freshpet Inc. 1.76% 870,246 $128.9M Reduce -7.4%
FIVE Five Below 1.72% 1,202,751 $126.2M Reduce -7.7%
SPSC SPS Commerce Inc. 1.64% 651,602 $119.9M Reduce -7.2%
ANSS Ansys Inc. 1.60% 348,198 $117.5M Reduce -5.4%
FND Floor & Decor Holdings Inc. Class A 1.57% 1,151,793 $114.8M Reduce -6.0%
PRVA Privia Health Group Inc. 1.55% 5,824,458 $113.9M Add +19.7%
NOW ServiceNow Inc. 1.55% 107,003 $113.4M Reduce -4.3%
ROL Rollins Inc. 1.52% 2,399,261 $111.2M Reduce -4.9%
PAYC Paycom Software Inc. 1.49% 531,682 $109.0M Reduce -5.2%
CRM Salesforce Inc. 1.38% 302,356 $101.1M Reduce -3.5%
FAST Fastenal Co. 1.34% 1,361,173 $97.9M Reduce -36.0%
VRSK Verisk Analytics Inc. 1.33% 353,724 $97.4M Reduce -4.2%
KAI Kadant Inc. 1.28% 272,131 $93.9M Reduce -7.1%
DSGX The Descartes Systems Grp 1.24% 800,923 $91.0M Reduce -7.5%
ADI Analog Devices Inc. 1.21% 418,902 $89.0M Reduce -3.5%
SPGI S&P Global Inc. 1.19% 175,088 $87.2M Reduce -3.4%
TSLA Tesla Inc. 1.17% 212,967 $86.0M Reduce -3.5%
ACVA Acv Auctions Inc. Class A 1.12% 3,802,404 $82.1M Reduce -7.0%
VEEV Veeva Systems Inc. Class A 1.08% 375,798 $79.0M Reduce -3.2%
UNH Unitedhealth Group Inc. 1.01% 146,365 $74.0M Reduce -4.0%
BL Blackline Inc. 0.98% 1,176,641 $71.5M Reduce -7.5%
ALKT Alkami Technology Inc. 0.95% 1,890,192 $69.3M Reduce -6.8%
CCC CCC Intelligent Solutions Ho 0.94% 5,900,151 $69.2M Reduce -6.9%
ALRM Alarm.com Holdings Inc. 0.92% 1,106,375 $67.3M Reduce -7.2%
GDDY GoDaddy Inc. Class A 0.92% 340,444 $67.2M Reduce -6.6%
RGEN Repligen Corp. 0.89% 455,098 $65.5M Reduce -9.2%
GOOGL Alphabet Inc. Class A 0.88% 341,201 $64.6M Reduce -4.7%
GDYN Grid Dynamics Holdings Inc. 0.87% 2,853,974 $63.5M Reduce -7.5%
DOCS Doximity Inc. Class A 0.86% 1,185,727 $63.3M Reduce -7.6%
DHR Danaher Corp. 0.85% 271,356 $62.3M Reduce -3.4%
KRNT Kornit Digital Ltd. 0.81% 1,927,091 $59.6M Add +21.1%
SSD Simpson Manufacturing Co. Inc. 0.80% 352,250 $58.4M New
EXPO Exponent Inc. 0.79% 652,715 $58.2M Reduce -26.1%
V Visa Inc. Class A 0.75% 173,510 $54.8M Reduce -4.1%
WSO Watsco Inc. 0.73% 113,472 $53.8M Reduce -6.5%
NFLX Netflix Inc. 0.70% 57,864 $51.6M Reduce -3.5%
DV Doubleverify Holdings Inc. 0.70% 2,683,561 $51.6M Reduce -8.2%
TECH Bio-Techne Corp. 0.68% 686,722 $49.5M Reduce -6.9%
ALGN Align Technology Inc. 0.67% 236,287 $49.3M Reduce -9.7%
GOOG Alphabet Inc. Class C 0.66% 254,041 $48.4M Reduce -1.4%
CGNX Cognex Corp. 0.65% 1,333,622 $47.8M Reduce -10.5%
TOST Toast Inc. Class A 0.65% 1,300,915 $47.4M Reduce -6.1%
GKOS Glaukos Corp. 0.64% 312,931 $46.9M Reduce -34.4%
SBUX Starbucks Corp. 0.64% 510,103 $46.5M Reduce -3.6%
CRL Charles River Laboratories 0.60% 239,388 $44.2M Reduce -10.2%
IDXX Idexx Laboratories Inc. 0.58% 103,381 $42.7M Reduce -4.1%
CSW CSW Industrials Inc. 0.58% 119,619 $42.2M New
PYCR Paycor HCM Inc. 0.57% 2,252,299 $41.8M Reduce -8.7%
CHE Chemed Corp. 0.57% 78,357 $41.5M Reduce -7.7%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.56% 350,704 $41.2M Reduce -19.5%
MSI Motorola Solutions Inc. 0.52% 82,242 $38.0M Reduce -3.7%
FICO Fair Isaac Corp. 0.51% 18,676 $37.2M Reduce -3.6%
CTAS Cintas Corp. 0.51% 203,132 $37.1M Reduce -1.2%
ENTG Entegris Inc. 0.47% 349,741 $34.6M Reduce -7.4%
OPCH Option Care Health Inc. 0.47% 1,492,469 $34.6M Reduce -13.1%
WSC Willscot Holdings Corp. 0.47% 1,029,239 $34.4M Reduce -7.9%
GSHD Goosehead Insurance Inc. Class A 0.44% 303,795 $32.6M Reduce -7.8%
POWI Power Integrations Inc. 0.44% 517,351 $31.9M Reduce -8.1%
HLMN Hillman Solutions Corp. 0.42% 3,187,892 $31.1M Reduce -7.5%
USPH U.S. Physical Therapy Inc. 0.38% 310,210 $27.5M Reduce -7.7%
PNTG The Pennant Group Inc. 0.37% 1,010,194 $26.8M Reduce -8.4%
INSP Inspire Medical Systems Inc. 0.36% 142,097 $26.3M New
TRNS Transcat Inc. 0.35% 245,041 $25.9M Reduce -10.8%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.34% 144,062 $25.3M Reduce -6.8%
CERT Certara Inc. 0.31% 2,164,747 $23.1M Reduce -9.8%
STVN Stevanato Group SPA 0.30% 1,025,197 $22.3M Reduce -10.2%
RIVBX Riverbridge Growth-Inst 0.30% 632,215 $22.2M Reduce -2.5%
JAMF Jamf Holding Corp. filed as JAMF HLDG CORP 0.28% 1,448,874 $20.4M Reduce -11.8%
NEOG Neogen Corp. 0.28% 1,667,025 $20.2M Reduce -11.1%
PHR Phreesia Inc. 0.23% 683,888 $17.2M Reduce -9.2%
IWM iShares Russell 2000 ETF 0.16% 51,441 $11.4M Add +718.9%
VXF Vanguard Extended Market ETF 0.14% 55,617 $10.6M Add +116.1%
KIDS Orthopediatrics Corp. 0.12% 390,774 $9.1M Reduce -11.8%
AAPL Apple Inc. 0.11% 32,187 $8.1M Reduce -4.0%
IVV iShares Core S&P 500 ETF 0.09% 11,065 $6.5M Add +270.7%
LIN Linde PLC 0.07% 12,570 $5.3M Reduce -8.5%
EFX Equifax Inc. 0.06% 16,775 $4.3M Reduce -7.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 34,360 $4.2M Reduce -8.5%
VFIAX Vanguard 500 Index-Adm 0.06% 7,639 $4.1M No change
IUSG iShares Core S&P U.S. Growth 0.05% 27,436 $3.8M Add +145.8%
ECL Ecolab Inc. 0.04% 14,025 $3.3M Reduce -10.8%
IWO iShares Russell 2000 Growth 0.04% 11,069 $3.2M Add +63.2%
WMT Walmart Inc. 0.04% 33,545 $3.0M Reduce -8.5%
SNA Snap-on Inc. 0.04% 8,489 $2.9M Reduce -8.5%
PG The Procter & Gamble Co. 0.03% 14,883 $2.5M Reduce -8.4%
PEP Pepsico Inc. 0.03% 15,927 $2.4M Reduce -8.7%
EFA iShares MSCI Eafe ETF 0.03% 31,675 $2.4M New
PAYX Paychex Inc. 0.03% 16,016 $2.2M Reduce -8.2%
VWO Vanguard Ftse Emerging Marke 0.03% 49,306 $2.2M New
ROK Rockwell Automation Inc. 0.03% 6,840 $2.0M Reduce -8.6%
WDAY Workday Inc. Class A 0.02% 6,126 $1.6M No change
TSLX Sixth Street Specialty Lendi 0.02% 71,943 $1.5M Reduce -0.2%
JNJ Johnson & Johnson 0.02% 10,431 $1.5M Reduce -9.6%
FXAIX Fidelity 500 Index Fund 0.02% 7,123 $1.5M Add +11.6%
RA Brookfield Real Assets Incom 0.02% 108,767 $1.4M Reduce -0.9%
ACN Accenture PLC Class A 0.02% 3,995 $1.4M Reduce -7.1%
DMB BNY Mellon Muni BND Infra 0.02% 130,783 $1.4M Reduce -1.1%
FINS Angel Oak Financ Strat Inc. 0.02% 106,333 $1.4M Add +41.8%
RFMZ Rivernorth Flex Muni II 0.02% 96,788 $1.3M Add +0.1%
OPP Rivernrth/Doublelne STR Opp 0.02% 155,127 $1.3M Reduce -0.4%
RHHBY Roche Holdings Ltd.-Spons ADR 0.02% 35,445 $1.2M Reduce -12.9%
PGZ Principal Real Estate Income 0.02% 123,577 $1.2M Reduce -25.1%
LEO BNY Mellon Strategic Muni 0.02% 196,515 $1.2M Add +40.8%
SDHY Pgim SHRT Durat Hi YLD 0.01% 68,071 $1.1M Add +0.3%
ARCC Ares Capital Corp. 0.01% 50,043 $1.1M Reduce -0.4%
JHS John Hancock Income Sec TR 0.01% 82,808 $927K Add +1.8%
ORCL Oracle Corp. 0.01% 4,800 $800K No change
ZS Zscaler Inc. 0.01% 4,183 $755K No change
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.01% 129,180 $751K Reduce -9.5%
BTT BlackRock 2030 Muni TRGT TRM 0.01% 34,797 $716K Add +0.0%
FDUS Fidus Investment Corp. 0.01% 34,071 $716K New
PPT Franklin Premir Inc. Trust-Ui 0.01% 200,954 $715K Add +63.2%
TSI TCW Strategic Income Fund 0.01% 148,243 $713K Reduce -0.4%
IWB iShares Russell 1000 ETF 0.01% 2,204 $710K No change
PNI PIMCO NY Muni Inc. II FND 0.01% 98,934 $708K New
BBN BlackRock Taxable Muni BND 0.01% 43,243 $697K Add +26.5%
SEVN Seven Hills Realty Trust 0.01% 52,802 $691K New
IQI Invesco Quality Muni Inc. TR 0.01% 68,406 $674K Reduce -14.2%
PMO Franklin Muncipl Opps Tst-Ui 0.01% 65,618 $665K Reduce -1.8%
NBB Nuveen Taxable Municipal Inc. 0.01% 44,278 $663K Add +3.5%
AFB Allianceberstein NTL Muni 0.01% 60,384 $656K Add +185.5%
XPCKX PIMCO California Municipa II 0.01% 113,654 $650K Reduce -1.8%
FISV Fiserv Inc. 0.01% 3,080 $633K No change
GBDC Golub Capital BDC Inc. 0.01% 39,749 $603K Add +0.5%
BTZ BlackRock Credit Allocation 0.01% 56,700 $593K Add +1.0%
XMCRX MFS Charter Income Trust 0.01% 86,396 $551K Add +124.5%
IWF iShares Russell 1000 Growth 0.01% 1,348 $541K New
VTI VG Morningstar TS MKT ETF-US 0.01% 1,839 $533K Add +61.3%
XPHDX Pioneer Floating Rate Fund 0.01% 54,313 $526K Reduce -0.7%
INSIGHT SELECT INCOME FUND 0.01% 29,863 $518K Add +3.5%
MHD BlackRock Muniholdings Fund 0.01% 44,233 $516K Reduce -14.2%
VNQ Vanguard Real Estate ETF 0.01% 5,791 $516K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.01% 42,072 $475K Reduce -67.2%
DMO Western Asset Mort Def Opp 0.01% 39,041 $461K Reduce -53.1%
FMN Federated Herm Prem Muni Inc. 0.01% 40,962 $447K New
SYK Stryker Corp. 0.01% 1,200 $432K No change
NAD Nuveen Quality Municipal Inc. 0.01% 36,937 $431K Reduce -60.9%
MUE BlackRock Munihold QLT FD II 0.01% 40,663 $407K New
NBH Neuberger Municipal Fund Inc. 0.01% 38,888 $402K New
JHI John Hancock Investors TR 0.01% 28,560 $391K Add +0.3%
DG Dollar General Corp. 0.01% 4,973 $376K Reduce -69.5%
PDO PIMCO Dynamic Income Opport 0.00% 26,580 $361K Add +3.5%
MMU Western Asset Managed Munici 0.00% 34,949 $356K Reduce -0.2%
XMVTX BlackRock Munivest Fund II 0.00% 32,703 $345K Reduce -4.0%
MFM Aberdeen Municipal Income 0.00% 60,253 $322K Reduce -0.6%
VFL Abrdn National Municipal Inc. 0.00% 30,346 $307K Reduce -0.6%
XMVFX BlackRock Munivest Fund 0.00% 42,157 $297K Reduce -9.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 990 $277K New
MDT Medtronic PLC 0.00% 3,415 $273K No change
DBSDY DBS Group Holdings-Spon ADR 0.00% 1,869 $239K Reduce -30.2%
XMPT Vaneck Cef Muni Income ETF 0.00% 11,095 $239K New
VKQ Invesco Municipal Trust 0.00% 24,065 $236K Reduce -14.2%
VMO Invesco Municipal Opport 0.00% 23,278 $226K Reduce -3.6%
SYM Symbotic Inc. 0.00% 9,296 $220K No change
TSM Taiwan Semiconductor-SP ADR 0.00% 1,051 $208K Reduce -37.3%
XEVVX Eaton Vance Ltd. Durat Inc. 0.00% 20,988 $205K Add +3.7%
ALIZY Allianz SE - Unsp ADR 0.00% 6,557 $200K Reduce -30.1%
VGM Invesco Trust for Investmen 0.00% 19,223 $194K Reduce -3.6%
FTHY First Trust Hi YLD Opp 2027 0.00% 10,482 $152K Add +3.9%
HLN Haleon PLC-ADR 0.00% 15,363 $147K Reduce -30.1%
BBVA Banco Bilbao Vizcaya-SP ADR 0.00% 11,570 $112K Reduce -30.1%
ABEV Ambev SA-ADR 0.00% 25,815 $48K Reduce -30.1%
UNICY Unicharm Corp. - SPN ADR 0.00% 10,331 $42K Reduce -16.2%

Portfolio Sells Q3 2024 → Q4 2024
FAST Fastenal Co. Reduce -36.0% 1.34% −0.69
EXPO Exponent Inc. Reduce -26.1% 0.79% −0.57
FND Floor & Decor Holdings Inc. Class A Reduce -6.0% 1.57% −0.47
PGNY Progyny Inc. Sold out 0.00% −0.38
HEI Heico Corp. Reduce -4.9% 2.81% −0.37
TYL Tyler Technologies Inc. Reduce -11.0% 2.49% −0.28
GWRE Guidewire Software Inc. Reduce -5.9% 2.08% −0.27
ENSG The Ensign Group Inc. Reduce -6.3% 2.05% −0.27
FIVN FIVE9 Inc. Sold out 0.00% −0.25
OPCH Option Care Health Inc. Reduce -13.1% 0.47% −0.25
RBA RB Global Inc. Reduce -19.2% 2.75% −0.22
ALGN Align Technology Inc. Reduce -9.7% 0.67% −0.22
DHR Danaher Corp. Reduce -3.4% 0.85% −0.19
GKOS Glaukos Corp. Reduce -34.4% 0.64% −0.19
ROL Rollins Inc. Reduce -4.9% 1.52% −0.19
SPSC SPS Commerce Inc. Reduce -7.2% 1.64% −0.18
UNH Unitedhealth Group Inc. Reduce -4.0% 1.01% −0.18
PNTG The Pennant Group Inc. Reduce -8.4% 0.37% −0.16
CGNX Cognex Corp. Reduce -10.5% 0.65% −0.15
NEOG Neogen Corp. Reduce -11.1% 0.28% −0.14
IDXX Idexx Laboratories Inc. Reduce -4.1% 0.58% −0.14
ADI Analog Devices Inc. Reduce -3.5% 1.21% −0.12
CHE Chemed Corp. Reduce -7.7% 0.57% −0.11
MEDP Medpace Holdings Inc. Reduce -6.2% 2.35% −0.11
TECH Bio-Techne Corp. Reduce -6.9% 0.68% −0.11
MSFT Microsoft Corp. Reduce -3.3% 3.23% −0.11
JAMF Jamf Holding Corp. Reduce -11.8% 0.28% −0.10
RGEN Repligen Corp. Reduce -9.2% 0.89% −0.10
CRL Charles River Laboratories Reduce -10.2% 0.60% −0.10
ENTG Entegris Inc. Reduce -7.4% 0.47% −0.10
WSC Willscot Holdings Corp. Reduce -7.9% 0.47% −0.09
KNSL Kinsale Capital Group Inc. Reduce -6.4% 1.94% −0.09
TRNS Transcat Inc. Reduce -10.8% 0.35% −0.09
TTD Trade Desk Inc./the Class A Reduce -19.5% 0.56% −0.08
WSO Watsco Inc. Reduce -6.5% 0.73% −0.06
HLMN Hillman Solutions Corp. Reduce -7.5% 0.42% −0.06
SPGI S&P Global Inc. Reduce -3.4% 1.19% −0.06
CERT Certara Inc. Reduce -9.8% 0.31% −0.06
CTAS Cintas Corp. Reduce -1.2% 0.51% −0.06
SBUX Starbucks Corp. Reduce -3.6% 0.64% −0.05
POWI Power Integrations Inc. Reduce -8.1% 0.44% −0.05
KAI Kadant Inc. Reduce -7.1% 1.28% −0.04
KIDS Orthopediatrics Corp. Reduce -11.8% 0.12% −0.04
JKHY Jack Henry & Associates Inc. Reduce -6.8% 0.34% −0.02
LIN Linde PLC Reduce -8.5% 0.07% −0.02
XNEAX Nuveen Amt-FR QLTY Muni Inc. Reduce -67.2% 0.01% −0.01
DG Dollar General Corp. Reduce -69.5% 0.01% −0.01
EFX Equifax Inc. Reduce -7.4% 0.06% −0.01
FSCO FS Credit Opportunities Corp. Sold out 0.00% −0.01
KTF DWS Municipal Income Trust Sold out 0.00% −0.01

Portfolio Buys Q3 2024 → Q4 2024
SSD Simpson Manufacturing Co. Inc. New 0.80% +0.80
CSW CSW Industrials Inc. New 0.58% +0.58
PRVA Privia Health Group Inc. Add +19.7% 1.55% +0.37
INSP Inspire Medical Systems Inc. New 0.36% +0.36
KRNT Kornit Digital Ltd. Add +21.1% 0.81% +0.26
IWM iShares Russell 2000 ETF Add +718.9% 0.16% +0.14
VXF Vanguard Extended Market ETF Add +116.1% 0.14% +0.08
IVV iShares Core S&P 500 ETF Add +270.7% 0.09% +0.07
CSGP Costar Group Inc. Add +5.5% 1.90% +0.04
EFA iShares MSCI Eafe ETF New 0.03% +0.03
IUSG iShares Core S&P U.S. Growth Add +145.8% 0.05% +0.03
VWO Vanguard Ftse Emerging Marke New 0.03% +0.03
IWO iShares Russell 2000 Growth Add +63.2% 0.04% +0.02
FDUS Fidus Investment Corp. New 0.01% +0.01
PNI PIMCO NY Muni Inc. II FND New 0.01% +0.01
SEVN Seven Hills Realty Trust New 0.01% +0.01
IWF iShares Russell 1000 Growth New 0.01% +0.01
VNQ Vanguard Real Estate ETF New 0.01% +0.01
FMN Federated Herm Prem Muni Inc. New 0.01% +0.01
AFB Allianceberstein NTL Muni Add +185.5% 0.01% +0.01
MUE BlackRock Munihold QLT FD II New 0.01% +0.01
NBH Neuberger Municipal Fund Inc. New 0.01% +0.01
FINS Angel Oak Financ Strat Inc. Add +41.8% 0.02% +0.01
LEO BNY Mellon Strategic Muni Add +40.8% 0.02% +0.00
XMCRX MFS Charter Income Trust Add +124.5% 0.01% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. New 0.00% +0.00
PPT Franklin Premir Inc. Trust-Ui Add +63.2% 0.01% +0.00
XMPT Vaneck Cef Muni Income ETF New 0.00% +0.00
VTI VG Morningstar TS MKT ETF-US Add +61.3% 0.01% +0.00
FXAIX Fidelity 500 Index Fund Add +11.6% 0.02% +0.00
BBN BlackRock Taxable Muni BND Add +26.5% 0.01% +0.00
INSIGHT SELECT INCOME FUND Add +3.5% 0.01% +0.00
GBDC Golub Capital BDC Inc. Add +0.5% 0.01% +0.00
PDO PIMCO Dynamic Income Opport Add +3.5% 0.00% +0.00
XEVVX Eaton Vance Ltd. Durat Inc. Add +3.7% 0.00% 0.00
FTHY First Trust Hi YLD Opp 2027 Add +3.9% 0.00% 0.00
JHS John Hancock Income Sec TR Add +1.8% 0.01% 0.00
JHI John Hancock Investors TR Add +0.3% 0.01% 0.00
SDHY Pgim SHRT Durat Hi YLD Add +0.3% 0.01% −0.00
BTT BlackRock 2030 Muni TRGT TRM Add +0.0% 0.01% −0.00
BTZ BlackRock Credit Allocation Add +1.0% 0.01% −0.00
NBB Nuveen Taxable Municipal Inc. Add +3.5% 0.01% −0.00
RFMZ Rivernorth Flex Muni II Add +0.1% 0.02% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 198$3.6BNVDA, MSFT, HEI, AMZN, RBA
Q1 2026 192$4.1BNVDA, MSFT, FIVE, RBA, LOPE
Q4 2025 188$5.3BNVDA, MSFT, HEI, RBA, FIVE
Q3 2025 186$5.9BNVDA, MSFT, HEI, LOPE, MEDP
Q2 2025 185$6.2BNVDA, MSFT, HEI, LOPE, RBA
Q1 2025 180$6.2BLOPE, HEI, NVDA, MSFT, RBA
Q4 2024 179$7.3BNVDA, GLOB, MSFT, LOPE, HEI
Q3 2024 182$7.5BNVDA, MSFT, GLOB, HEI, RBA
Q2 2024 178$7.4BMSFT, NVDA, GLOB, LOPE, HEI
Q1 2024 174$8.2BGLOB, MSFT, RBA, MEDP, NVDA