RIVERBRIDGE PARTNERS LLC Diversified Active

CIK: 0001112325 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 15, 2025

Total Value ($000): $6,215,292 (100.0% shares, 0.0% debt)

Holdings (185)

NVDA NVIDIA Corporation 4.7%
Value ($000) $290,991 Shares 1,841,832 Est. Cost $90.55 Unrealized +39.0%
MSFT Microsoft Corporation 4.3%
Value ($000) $266,267 Shares 535,307 Est. Cost $47.87 Unrealized +803.3%
HEI HEICO Corporation 3.8%
Value ($000) $233,987 Shares 713,376 Est. Cost $65.41 Unrealized +323.0%
LOPE Grand Canyon Education, Inc. 3.4%
Value ($000) $208,691 Shares 1,104,185 Est. Cost $71.59 Unrealized +158.9%
RBA RB Global, Inc. 3.0%
Value ($000) $187,702 Shares 1,767,608 Est. Cost $56.38 Unrealized +81.8%
TYL Tyler Technologies, Inc. 2.7%
Value ($000) $167,110 Shares 281,881 Est. Cost $232.07 Unrealized +144.0%
AMZN Amazon.com, Inc. 2.3%
Value ($000) $143,396 Shares 653,610 Est. Cost $119.14 Unrealized +66.1%
CSGP CoStar Group, Inc. 2.3%
Value ($000) $141,023 Shares 1,754,018 Est. Cost $78.37 Unrealized -0.6%
MEDP Medpace Holdings, Inc. 2.2%
Value ($000) $136,223 Shares 434,024 Est. Cost $182.76 Unrealized +64.3%
FIVE Five Below, Inc. 2.2%
Value ($000) $134,721 Shares 1,026,993 Est. Cost $85.81 Unrealized +13.5%
ENSG Ensign Group, Inc. 2.2%
Value ($000) $134,043 Shares 868,943 Est. Cost $66.62 Unrealized +110.3%
KNSL Kinsale Capital Group, Inc. 2.0%
Value ($000) $126,526 Shares 261,471 Est. Cost $339.87 Unrealized +37.1%
ROL Rollins, Inc. 1.9%
Value ($000) $119,198 Shares 2,112,697 Est. Cost $23.08 Unrealized +141.3%
PRVA Privia Health Group, Inc. 1.8%
Value ($000) $113,801 Shares 4,947,871 Est. Cost $23.97 Unrealized -3.4%
PCTY Paylocity Holding Corporation 1.8%
Value ($000) $112,691 Shares 621,949 Est. Cost $140.61 Unrealized +33.5%
FAST Fastenal Company 1.8%
Value ($000) $109,953 Shares 2,617,934 Est. Cost $26.25 Unrealized +52.8%
PAYC Paycom Software, Inc. 1.8%
Value ($000) $108,777 Shares 470,081 Est. Cost $178.69 Unrealized +32.0%
Ansys, Inc. 1.7%
Value ($000) $107,922 Shares 307,279 Est. Cost $137.13 Unrealized
NOW ServiceNow, Inc. 1.7%
Value ($000) $105,612 Shares 102,727 Est. Cost $63.11 Unrealized +199.0%
VEEV Veeva Systems, Inc. 1.7%
Value ($000) $104,070 Shares 361,378 Est. Cost $70.77 Unrealized +250.4%
VRSK Verisk Analytics, Inc. 1.6%
Value ($000) $98,149 Shares 315,086 Est. Cost $87.55 Unrealized +244.6%
ADI Analog Devices, Inc. 1.5%
Value ($000) $95,693 Shares 402,037 Est. Cost $78.28 Unrealized +163.2%
WK Workiva, Inc. 1.5%
Value ($000) $94,178 Shares 1,375,867 Est. Cost $54.42 Unrealized +26.4%
SPGI S&P Global, Inc. 1.4%
Value ($000) $88,277 Shares 167,416 Est. Cost $394.16 Unrealized +26.0%
GLOB Globant S.A. 1.4%
Value ($000) $87,489 Shares 963,108 Est. Cost $70.63 Unrealized +51.2%
FRPT Freshpet, Inc. 1.4%
Value ($000) $85,967 Shares 1,264,959 Est. Cost $76.57 Unrealized +2.0%
WST West Pharmaceutical Services, 1.4%
Value ($000) $83,914 Shares 383,520 Est. Cost $136.35 Unrealized +56.5%
NFLX Netflix Inc. 1.2%
Value ($000) $73,545 Shares 54,920 Est. Cost $37.84 Unrealized +198.8%
FND Floor & Decor Holdings, Inc. 1.2%
Value ($000) $73,283 Shares 964,751 Est. Cost $80.43 Unrealized -7.7%
SPSC SPS Commerce, Inc. 1.1%
Value ($000) $70,552 Shares 518,420 Est. Cost $56.70 Unrealized +144.4%
GWRE Guidewire Software, Inc. 1.1%
Value ($000) $70,284 Shares 298,511 Est. Cost $89.15 Unrealized +141.0%
KAI Kadant, Inc. 1.1%
Value ($000) $68,471 Shares 215,690 Est. Cost $174.17 Unrealized +79.1%
DSGX Descartes Systems Group, Inc. 1.0%
Value ($000) $64,856 Shares 638,062 Est. Cost $57.63 Unrealized +83.1%
ALKT Alkami Technology, Inc. 1.0%
Value ($000) $63,258 Shares 2,098,790 Est. Cost $30.40 Unrealized -8.6%
TSLA Tesla, Inc. 1.0%
Value ($000) $63,210 Shares 198,985 Est. Cost $174.77 Unrealized +72.4%
CCC CCC Intelligent Solutions Hold 1.0%
Value ($000) $63,061 Shares 6,701,496 Est. Cost $9.77 Unrealized -8.4%
V Visa, Inc. 0.9%
Value ($000) $58,853 Shares 165,761 Est. Cost $117.37 Unrealized +195.7%
DOCS Doximity, Inc. 0.9%
Value ($000) $57,575 Shares 938,620 Est. Cost $26.38 Unrealized +111.5%
GOOGL Alphabet, Inc. Class A 0.9%
Value ($000) $56,154 Shares 318,643 Est. Cost $106.59 Unrealized +53.2%
IDXX IDEXX Laboratories, Inc. 0.9%
Value ($000) $53,275 Shares 99,330 Est. Cost $294.06 Unrealized +62.6%
CRM Salesforce, Inc. 0.8%
Value ($000) $52,582 Shares 192,828 Est. Cost $99.36 Unrealized +167.7%
DHR Danaher Corporation 0.8%
Value ($000) $51,357 Shares 259,984 Est. Cost $127.69 Unrealized +51.2%
ALRM Alarm.com Holdings, Inc. 0.8%
Value ($000) $49,935 Shares 882,716 Est. Cost $47.47 Unrealized +16.9%
TECH Bio-Techne Corporation 0.8%
Value ($000) $49,129 Shares 954,889 Est. Cost $61.43 Unrealized -18.5%
GDDY GoDaddy, Inc. 0.8%
Value ($000) $49,082 Shares 272,589 Est. Cost $65.61 Unrealized +173.5%
ACVA ACV Auctions, Inc. 0.8%
Value ($000) $48,769 Shares 3,006,737 Est. Cost $16.05 Unrealized -3.0%
TOST Toast, Inc. 0.7%
Value ($000) $45,840 Shares 1,034,995 Est. Cost $21.67 Unrealized +81.4%
RGEN Repligen Corporation 0.7%
Value ($000) $45,782 Shares 368,079 Est. Cost $161.18 Unrealized -21.1%
AGYS Agilysys, Inc. 0.7%
Value ($000) $45,574 Shares 397,539 Est. Cost $91.40 Unrealized -1.3%
SBUX Starbucks Corporation 0.7%
Value ($000) $45,109 Shares 492,293 Est. Cost $38.15 Unrealized +123.3%
CTAS Cintas Corporation 0.7%
Value ($000) $44,887 Shares 201,405 Est. Cost $190.99 Unrealized +12.1%
GOOG Alphabet, Inc. Class C 0.7%
Value ($000) $44,718 Shares 252,089 Est. Cost $108.21 Unrealized +52.3%
BL BlackLine, Inc. 0.7%
Value ($000) $44,114 Shares 779,121 Est. Cost $52.57 Unrealized -1.7%
SSD Simpson Manufacturing Company, 0.7%
Value ($000) $43,750 Shares 281,692 Est. Cost $181.55 Unrealized -15.1%
UNH UnitedHealth Group, Inc. 0.7%
Value ($000) $42,796 Shares 137,179 Est. Cost $110.15 Unrealized +240.4%
GKOS Glaukos Corporation 0.7%
Value ($000) $41,726 Shares 403,971 Est. Cost $82.37 Unrealized +13.9%
OPCH Option Care Health, Inc. 0.7%
Value ($000) $41,109 Shares 1,265,679 Est. Cost $32.58 Unrealized -0.8%
WSO Watsco, Inc. 0.7%
Value ($000) $40,895 Shares 92,603 Est. Cost $188.30 Unrealized +146.4%
ALGN Align Technology, Inc. 0.7%
Value ($000) $40,436 Shares 213,575 Est. Cost $262.05 Unrealized -32.6%
Exponent, Inc. 0.6%
Value ($000) $39,085 Shares 523,161 Est. Cost $68.47 Unrealized
TRNS Transcat, Inc. 0.6%
Value ($000) $37,887 Shares 440,747 Est. Cost $101.29 Unrealized -19.3%
CWAN Clearwater Analytics Holdings, 0.6%
Value ($000) $35,313 Shares 1,610,240 Est. Cost $23.01 Unrealized 0.0%
CGNX Cognex Corporation 0.6%
Value ($000) $34,466 Shares 1,086,561 Est. Cost $44.59 Unrealized -36.1%
MSI Motorola Solutions, Inc. 0.5%
Value ($000) $33,799 Shares 80,385 Est. Cost $278.05 Unrealized +49.3%
DV DoubleVerify Holdings, Inc. 0.5%
Value ($000) $33,054 Shares 2,208,048 Est. Cost $27.62 Unrealized -50.4%
FICO Fair Isaac Corporation 0.5%
Value ($000) $32,932 Shares 18,016 Est. Cost $1261.03 Unrealized +48.9%
CSW CSW Industrials, Inc. 0.5%
Value ($000) $32,556 Shares 113,503 Est. Cost $383.90 Unrealized -21.6%
Kornit Digital Ltd. 0.5%
Value ($000) $30,626 Shares 1,538,229 Est. Cost $29.19 Unrealized
CHE Chemed Corporation 0.5%
Value ($000) $30,192 Shares 62,004 Est. Cost $156.02 Unrealized +264.0%
GDYN Grid Dynamics Holdings, Inc. 0.4%
Value ($000) $26,102 Shares 2,259,889 Est. Cost $21.57 Unrealized -39.0%
GSHD Goosehead Insurance, Inc. 0.4%
Value ($000) $25,362 Shares 240,378 Est. Cost $76.95 Unrealized +37.7%
TTD Trade Desk, Inc. 0.4%
Value ($000) $24,164 Shares 335,656 Est. Cost $80.68 Unrealized -20.9%
RIVBX Riverbridge Growth Fund - Inst 0.4%
Value ($000) $24,137 Shares 661,655 Est. Cost $20.36 Unrealized
PNTG Pennant Group, Inc. 0.4%
Value ($000) $24,093 Shares 807,137 Est. Cost $34.47 Unrealized -20.4%
POWI Power Integrations, Inc. 0.4%
Value ($000) $22,985 Shares 411,187 Est. Cost $47.30 Unrealized +7.1%
WSC WillScot Holdings Corporation 0.4%
Value ($000) $22,395 Shares 817,341 Est. Cost $19.32 Unrealized +37.9%
ENTG Entegris, Inc. 0.4%
Value ($000) $21,988 Shares 272,640 Est. Cost $102.35 Unrealized -26.0%
JKHY Jack Henry & Associates, Inc. 0.3%
Value ($000) $21,307 Shares 118,260 Est. Cost $160.23 Unrealized +9.8%
STVN Stevanato Group SpA 0.3%
Value ($000) $20,603 Shares 843,349 Est. Cost $30.05 Unrealized -24.9%
FWRG First Watch Restaurant Group, 0.3%
Value ($000) $20,524 Shares 1,279,544 Est. Cost $16.79 Unrealized 0.0%
CRL Charles River Laboratories Int 0.3%
Value ($000) $20,275 Shares 133,627 Est. Cost $273.67 Unrealized -51.3%
HLMN Hillman Solutions Corporation 0.3%
Value ($000) $17,777 Shares 2,489,726 Est. Cost $9.60 Unrealized -22.0%
PHR Phreesia, Inc. 0.3%
Value ($000) $15,696 Shares 551,522 Est. Cost $44.85 Unrealized -43.4%
BBSI Barrett Business Services, Inc 0.2%
Value ($000) $14,792 Shares 354,809 Est. Cost $40.92 Unrealized 0.0%
INSP Inspire Medical Systems, Inc. 0.2%
Value ($000) $14,779 Shares 113,886 Est. Cost $194.11 Unrealized -25.3%
TWFG TWFG, Inc. 0.2%
Value ($000) $12,049 Shares 344,267 Est. Cost $33.34 Unrealized 0.0%
Jamf Holdings Corporation 0.2%
Value ($000) $11,172 Shares 1,174,779 Est. Cost $16.50 Unrealized
OrthoPediatrics Corporation 0.1%
Value ($000) $6,896 Shares 321,040 Est. Cost $42.23 Unrealized
AAPL Apple Inc. 0.1%
Value ($000) $6,642 Shares 32,375 Est. Cost $100.00 Unrealized +101.4%
VXF VANGUARD INDEX FDS EXTEND MKT 0.1%
Value ($000) $6,082 Shares 31,560 Est. Cost $171.92 Unrealized
Linde Plc 0.1%
Value ($000) $4,950 Shares 10,551 Est. Cost $358.98 Unrealized
TJX TJX Companies, Inc. 0.1%
Value ($000) $4,320 Shares 34,980 Est. Cost $54.40 Unrealized +131.4%
VFIAX Vanguard Index Tr 500 Index Ad 0.1%
Value ($000) $4,118 Shares 7,193 Est. Cost $259.18 Unrealized
EFX Equifax, Inc. 0.1%
Value ($000) $3,753 Shares 14,468 Est. Cost $117.14 Unrealized +116.0%
ECL Ecolab, Inc. 0.1%
Value ($000) $3,653 Shares 13,556 Est. Cost $98.70 Unrealized +155.7%
WMT Walmart, Inc. 0.1%
Value ($000) $3,344 Shares 34,204 Est. Cost $45.01 Unrealized +110.5%
ORCL Oracle Corporation 0.1%
Value ($000) $3,147 Shares 14,392 Est. Cost $120.26 Unrealized +33.7%
TSM Taiwan Semiconductor Manufactu 0.0%
Value ($000) $2,781 Shares 12,280 Est. Cost $163.14 Unrealized
SNA Snap-on, Inc. 0.0%
Value ($000) $2,698 Shares 8,669 Est. Cost $141.22 Unrealized +121.3%
PG Procter & Gamble Company 0.0%
Value ($000) $2,422 Shares 15,201 Est. Cost $81.88 Unrealized +96.4%
ASML ASML Holding NV ADR 0.0%
Value ($000) $2,411 Shares 3,009 Est. Cost $668.16 Unrealized
PAYX Paychex, Inc. 0.0%
Value ($000) $2,382 Shares 16,373 Est. Cost $30.47 Unrealized +384.1%
ROK Rockwell Automation Com 0.0%
Value ($000) $2,322 Shares 6,991 Est. Cost $153.61 Unrealized +83.7%
IWO Ishares Tr Russell 2000 Growth 0.0%
Value ($000) $1,930 Shares 6,751 Est. Cost $228.07 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $1,920 Shares 36,376 Est. Cost $50.58 Unrealized 0.0%
ABT Abbott Laboratories 0.0%
Value ($000) $1,874 Shares 13,779 Est. Cost $130.60 Unrealized 0.0%
IVV Ishares Core S&P 500 Etf 0.0%
Value ($000) $1,832 Shares 2,951 Est. Cost $571.13 Unrealized
BNY Mellon Municipal Bond Infr 0.0%
Value ($000) $1,717 Shares 167,977 Est. Cost $10.85 Unrealized
Brookfield Real Assets Income 0.0%
Value ($000) $1,669 Shares 124,828 Est. Cost $12.82 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $1,626 Shares 10,643 Est. Cost $69.74 Unrealized +116.3%
Angel Oak Financial Strategies 0.0%
Value ($000) $1,579 Shares 121,663 Est. Cost $13.10 Unrealized
EFA Ishares Tr Msci Eafe Idx 0.0%
Value ($000) $1,488 Shares 16,647 Est. Cost $75.61 Unrealized
Principal Real Estate Income F 0.0%
Value ($000) $1,487 Shares 141,372 Est. Cost $11.54 Unrealized
WDAY Workday, Inc. Class A 0.0%
Value ($000) $1,460 Shares 6,082 Est. Cost $235.94 Unrealized +3.2%
FXAIX Fidelity 500 Index Fund Inst 0.0%
Value ($000) $1,444 Shares 6,683 Est. Cost $197.53 Unrealized
RiverNorth Flexible Municipal 0.0%
Value ($000) $1,407 Shares 111,321 Est. Cost $6.45 Unrealized
PGIM Short Duration High Yield 0.0%
Value ($000) $1,320 Shares 78,388 Est. Cost $15.56 Unrealized
BNY Mellon Strategic Municipal 0.0%
Value ($000) $1,319 Shares 222,727 Est. Cost $6.34 Unrealized
ZS Zscaler, Inc. 0.0%
Value ($000) $1,302 Shares 4,148 Est. Cost $176.82 Unrealized +41.0%
ARCC Ares Capital Corporation 0.0%
Value ($000) $1,262 Shares 57,447 Est. Cost $15.13 Unrealized +32.0%
VWO Vanguard Intl Eqty Idx Emr Mkt 0.0%
Value ($000) $1,241 Shares 25,090 Est. Cost $44.04 Unrealized
ACN Accenture Plc 0.0%
Value ($000) $1,219 Shares 4,079 Est. Cost $281.60 Unrealized +7.6%
Western Asset Inflation-Linked 0.0%
Value ($000) $1,203 Shares 137,320 Est. Cost $8.79 Unrealized
IWM Ishares Tr Russell 2000 0.0%
Value ($000) $1,198 Shares 5,554 Est. Cost $216.89 Unrealized
TSLX Sixth Street Specialty Lending 0.0%
Value ($000) $1,163 Shares 48,835 Est. Cost $20.86 Unrealized +5.2%
abrdn National Municipal Incom 0.0%
Value ($000) $1,139 Shares 117,947 Est. Cost $10.39 Unrealized
John Hancock Income Securities 0.0%
Value ($000) $1,083 Shares 96,001 Est. Cost $11.02 Unrealized
Federated Premier Municipal In 0.0%
Value ($000) $963 Shares 90,486 Est. Cost $10.87 Unrealized
BNY Mellon Strategic Municipal 0.0%
Value ($000) $896 Shares 159,974 Est. Cost $5.84 Unrealized
BlackRock 2030 Municipal Targe 0.0%
Value ($000) $875 Shares 39,988 Est. Cost $21.11 Unrealized
Putnam Premier Income Trust 0.0%
Value ($000) $856 Shares 233,294 Est. Cost $3.58 Unrealized
TCW Strategic Income Fund 0.0%
Value ($000) $830 Shares 170,101 Est. Cost $4.65 Unrealized
Nuveen Taxable Municipal Incom 0.0%
Value ($000) $819 Shares 51,741 Est. Cost $16.13 Unrealized
Blackrock Taxable Municipal Bo 0.0%
Value ($000) $809 Shares 50,194 Est. Cost $17.01 Unrealized
RiverNorth/DoubleLine Strategi 0.0%
Value ($000) $788 Shares 92,156 Est. Cost $8.65 Unrealized
FDUS Fidus Investment Corporation 0.0%
Value ($000) $787 Shares 38,975 Est. Cost $17.97 Unrealized +0.8%
AOMR Angel Oak Mortgage REIT, Inc. 0.0%
Value ($000) $765 Shares 81,171 Est. Cost $9.42 Unrealized
PIMCO New York Municipal Incom 0.0%
Value ($000) $755 Shares 112,371 Est. Cost $7.14 Unrealized
Putnam Municipal Opportunities 0.0%
Value ($000) $741 Shares 74,966 Est. Cost $10.80 Unrealized
SEVN Seven Hills Realty Trust 0.0%
Value ($000) $729 Shares 60,398 Est. Cost $12.99 Unrealized
Blackrock Credit Allocation 0.0%
Value ($000) $715 Shares 65,486 Est. Cost $10.26 Unrealized
AllianceBernstein National Mun 0.0%
Value ($000) $712 Shares 69,014 Est. Cost $11.13 Unrealized
XPCKX PIMCO California Municipal Inc 0.0%
Value ($000) $696 Shares 129,835 Est. Cost $6.19 Unrealized
IWB Ishares Tr Russell 1000 0.0%
Value ($000) $672 Shares 1,980 Est. Cost $98.97 Unrealized
GBDC Golub Capital BDC, Inc. 0.0%
Value ($000) $672 Shares 45,840 Est. Cost $10.54 Unrealized +28.0%
MFS Charter Income Trust 0.0%
Value ($000) $633 Shares 99,515 Est. Cost $6.44 Unrealized
BlackRock MuniHoldings Fund In 0.0%
Value ($000) $629 Shares 56,126 Est. Cost $11.70 Unrealized
XPHDX Pioneer Floating Rate Trust 0.0%
Value ($000) $612 Shares 62,293 Est. Cost $8.83 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $569 Shares 4,973 Est. Cost $197.35 Unrealized -50.3%
Western Asset Mortgage Defined 0.0%
Value ($000) $533 Shares 44,664 Est. Cost $11.20 Unrealized
FISV Fiserv, Inc. 0.0%
Value ($000) $531 Shares 3,080 Est. Cost $50.33 Unrealized +260.3%
VNQ Vanguard Index Fds Reit Etf 0.0%
Value ($000) $516 Shares 5,791 Est. Cost $89.08 Unrealized
CERT Certara, Inc. 0.0%
Value ($000) $512 Shares 43,741 Est. Cost $30.53 Unrealized -61.2%
SYK Stryker Corp Com 0.0%
Value ($000) $475 Shares 1,200 Est. Cost $88.14 Unrealized +321.5%
John Hancock Investors Trust 0.0%
Value ($000) $455 Shares 32,854 Est. Cost $13.26 Unrealized
BlackRock MuniHoldings Quality 0.0%
Value ($000) $440 Shares 45,887 Est. Cost $9.98 Unrealized
Neuberger Berman Municipal Fun 0.0%
Value ($000) $431 Shares 43,887 Est. Cost $10.33 Unrealized
Invesco Quality Municipal Inco 0.0%
Value ($000) $421 Shares 44,873 Est. Cost $9.45 Unrealized
Western Asset Managed Municipa 0.0%
Value ($000) $397 Shares 40,103 Est. Cost $3.00 Unrealized
XMVTX BlackRock MuniVest Fund II, In 0.0%
Value ($000) $381 Shares 36,931 Est. Cost $11.28 Unrealized
RHHBY Roche Holding Ltd ADR 0.0%
Value ($000) $376 Shares 9,228 Est. Cost $40.86 Unrealized
DBSDY DBS Group Holdings Ltd Sponsor 0.0%
Value ($000) $372 Shares 2,626 Est. Cost $112.16 Unrealized
SYM Symbotic, Inc. 0.0%
Value ($000) $358 Shares 9,219 Est. Cost $26.19 Unrealized 0.0%
MFS Municipal Income Trust 0.0%
Value ($000) $358 Shares 69,259 Est. Cost $5.66 Unrealized
ALIZY Allianz SE Unsponsored ADR 0.0%
Value ($000) $349 Shares 8,603 Est. Cost $30.07 Unrealized
CHGCY Chugai Pharmaceutical Co., Ltd 0.0%
Value ($000) $281 Shares 10,773 Est. Cost $22.74 Unrealized
Invesco Municipal Trust 0.0%
Value ($000) $279 Shares 30,542 Est. Cost $9.41 Unrealized
HDB HDFC Bank Limited Sponsored AD 0.0%
Value ($000) $274 Shares 3,578 Est. Cost $66.44 Unrealized
SAP SAP SE Sponsored ADR 0.0%
Value ($000) $274 Shares 900 Est. Cost $268.44 Unrealized
XMVFX BlackRock MuniVest Fund, Inc. 0.0%
Value ($000) $273 Shares 41,453 Est. Cost $6.69 Unrealized
IUSG iShares Core S&P U.S. Growth E 0.0%
Value ($000) $269 Shares 1,792 Est. Cost $117.43 Unrealized
Eaton Vance Limited Duration I 0.0%
Value ($000) $252 Shares 24,537 Est. Cost $9.28 Unrealized
Invesco Municipal Opportunity 0.0%
Value ($000) $241 Shares 26,289 Est. Cost $9.89 Unrealized
VTI Vanguard Index Fds Stk Mrk Etf 0.0%
Value ($000) $241 Shares 794 Est. Cost $226.56 Unrealized
SONY Sony Group Corporation Sponsor 0.0%
Value ($000) $234 Shares 9,003 Est. Cost $25.39 Unrealized
SHEL Shell PLC Sponsored ADR 0.0%
Value ($000) $231 Shares 3,278 Est. Cost $73.28 Unrealized
HLN Haleon PLC Sponsored ADR 0.0%
Value ($000) $227 Shares 21,862 Est. Cost $8.85 Unrealized
DSCSY Disco Corporation Unsponsored 0.0%
Value ($000) $225 Shares 7,621 Est. Cost $29.52 Unrealized
MFC Manulife Finl Corp Com 0.0%
Value ($000) $224 Shares 7,016 Est. Cost $30.21 Unrealized +2.0%
SBGSY SCHNEIDER ELECTRIC SA ADR 0.0%
Value ($000) $212 Shares 3,967 Est. Cost $53.38 Unrealized
AAGIY AIA Group Limited Sponsored AD 0.0%
Value ($000) $209 Shares 5,764 Est. Cost $36.18 Unrealized
Invesco Trust for Investment G 0.0%
Value ($000) $206 Shares 21,707 Est. Cost $10.21 Unrealized
LRLCY L'Oreal SA Unsponsored ADR 0.0%
Value ($000) $204 Shares 2,383 Est. Cost $85.51 Unrealized
Invesco Bond Fund 0.0%
Value ($000) $181 Shares 11,715 Est. Cost $15.46 Unrealized
Unicharm Corporation Sponsored 0.0%
Value ($000) $80 Shares 22,103 Est. Cost $5.37 Unrealized