Fund HoldingsGENEVA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$4.71B
Total Bought
$177.91M
Total Sold
$885.29M
Net Transaction
-$707.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ESCO Technologies Inc.(ESE)0626,496+626,4960176,2773.75%+176,277
Limbach Holdings Inc.(LMB)0236,090+236,090018,4270.39%+18,427
CSW Industrials Inc.(CSW)066,943+66,943017,4440.37%+17,444
Lemaitre Vascular Inc.(LMAT)0753,992+753,992082,3131.75%+82,313
Loar Holdings Inc(LOAR)358,067662,118+304,05124,34937,9330.81%+13,584
Onto Innovation Inc.(ONTO)831,341705,943-125,398131,235144,7683.08%+13,532
MACOM Technology Solutions Holdings Inc.(MTSI)372,559343,759-28,80063,81276,3391.62%+12,527
Valvoline Inc(VVV)01,789,709+1,789,709060,2771.28%+60,277
UL Solutions Inc.(ULS)56,008192,167+136,1594,41716,4710.35%+12,054
Digi International Inc.(DGII)1,543,3351,612,365+69,03066,81177,7161.65%+10,905
WD-40 Co.(WDFC)237,904282,449+44,54546,84357,6031.22%+10,759
Dorman Products Inc.(DORM)0564,356+564,356058,8961.25%+58,896
Keysight Technologies, Inc.(KEYS)297,578245,852-51,72660,46569,4211.48%+8,956
FirstService Corp.414,948527,572+112,62464,53773,3011.56%+8,764
Bentley Systems Incorporated(BSY)152,639333,428+180,7895,82511,7100.25%+5,885
Monolithic Power Systems Inc.(MPWR)42,84739,751-3,09638,83543,4620.92%+4,627
Balchem Corp907,801846,495-61,306139,220143,4643.05%+4,244
Burlington Stores Inc.(BURL)137,247132,865-4,38239,64443,2310.92%+3,588
Old Dominion Freight Line Inc.(ODFL)75,69778,648+2,95111,86915,3680.33%+3,498
Novanta Inc(NOVT)903,088931,270+28,182107,458109,9922.34%+2,534
Church & Dwight Co Inc.(CHD)312,517305,804-6,71326,20528,5380.61%+2,333
ISHARES TR61,89870,677+8,77919,99422,1790.47%+2,185
Vanguard Index Funds5,51511,351+5,8361,6663,4310.07%+1,765
Aaon Inc01,721,631+1,721,6310142,4653.03%+142,465
Generac Holdings Inc.(GNRC)19,42819,109-3192,6493,7330.08%+1,083
Bio-Techne Corp(TECH)1,090,4951,243,043+152,54864,13264,9611.38%+829
Cognex Corp(CGNX)64,29961,650-2,6492,3133,0200.06%+707
Align Technology Inc.28,14327,959-1844,3954,7930.10%+398
Idex Corporation(IEX)98,08293,917-4,16517,45317,8020.38%+349
Option Care Health Inc(OPCH)1,234,9761,474,121+239,14539,34639,6830.84%+337
Edwards Lifesciences Corporation17,15221,243+4,0911,4621,7010.04%+239
API Group Corp(APG)218,380210,570-7,8108,3558,5320.18%+177
Freshpet Inc(FRPT)65,56068,146+2,5863,9954,0180.09%+23
Marvell Technology Inc(MRVL)31,16026,194-4,9662,6482,5950.06%-53
Motorola Solutions Inc(MSI)4,3683,672-6961,6741,5940.03%-81
Walmart Inc(WMT)23,28519,516-3,7692,5942,4250.05%-169
DexCom Inc(DXCM)134,930138,863+3,9338,9558,7210.19%-235
iShare Trust2,5820-2,5822500-250
Ecolab Inc.(ECL)6,6195,557-1,0621,7381,4780.03%-259
Veralto Corp.(VLTO)10,9789,226-1,7521,0958160.02%-280
Costco Wholesale Corporation(COST)2,9582,232-7262,5512,2240.05%-327
Lowes Companies, Inc.(LOW)7,6626,414-1,2481,8481,5160.03%-332
Datadog Inc(DDOG)109,962123,837+13,87514,95414,6190.31%-335
Charles River Laboratories International, Inc.(CRL)12,15611,942-2142,4252,0600.04%-365
MarketAxess Holdings Inc.(MKTX)27,44627,533+874,9754,5420.10%-432
Salesforce Inc.(CRM)4,7654,004-7611,2627470.02%-515
S&P Global Inc(SPGI)3,2962,769-5271,7221,1780.03%-545
The TJX Companies Inc.(TJX)22,12716,962-5,1653,3992,7090.06%-690
Visa Inc(V)7,1956,029-1,1662,5231,8220.04%-701
Intuitive Surgical Inc.3,9213,294-6272,2211,5190.03%-702
Alphabet Inc.(GOOG)10,8569,100-1,7563,3982,6170.06%-781
Trex Company, Inc.(TREX)0749,658+749,658027,3030.58%+27,303
Thermo Fisher Scientific Inc(TMO)4,9314,146-7852,8572,0380.04%-819
Fortune Brands Innovations Inc(FBIN)62,87359,654-3,2193,1452,3250.05%-820
Watsco Inc(WSO)67,51960,059-7,46022,75021,8490.46%-902
Siteone Landscape Supply Inc(SITE)0627,284+627,284083,4981.77%+83,498
Microsoft Corp.(MSFT)6,2735,262-1,0113,0341,9480.04%-1,086
Veeva Systems Inc(VEEV)30,45632,499+2,0436,7995,7090.12%-1,090
The Cooper Companies, Inc.(COO)98,59794,916-3,6818,0816,7870.14%-1,294
Danaher Corporation(DHR)8,7663,547-5,2192,0076730.01%-1,334
Vulcan Materials Company(VMC)59,13156,385-2,74616,86515,3540.33%-1,512
O'Reilly Automotive Inc.(ORLY)434,834412,599-22,23539,66138,0870.81%-1,574
Intercontinental Exchange Inc(ICE)135,395129,341-6,05421,92920,3430.43%-1,586
Trimble Inc(TRMB)99,33994,817-4,5227,7836,1850.13%-1,598
WillScot Holdings Corporation(WSC)663,325618,587-44,73812,49010,7390.23%-1,752
SS&C Technologies Holdings Inc.(SSNC)79,63276,106-3,5266,9615,1430.11%-1,819
Steris PLC(STE)104,165109,051+4,88626,40824,1140.51%-2,293
Ulta Beauty Inc(ULTA)22,59621,287-1,30913,67111,1270.24%-2,544
Raymond James Financial Inc.(RJF)105,71199,157-6,55416,97614,3570.31%-2,619
Exponent Inc(EXPO)1,727,4011,795,507+68,106119,985117,1572.49%-2,828
Pool Corporation(POOL)96,72795,371-1,35622,12619,2960.41%-2,830
Advanced Drainage System Inc(WMS)264,305255,923-8,38238,27935,0950.75%-3,185
IDEXX Laboratories Inc.(IDXX)41,27043,008+1,73827,92024,1660.51%-3,755
Verisk Analytics, Inc.(VRSK)111,306109,805-1,50124,89820,8350.44%-4,063
Healthequity Inc(HQY)1,118,5761,174,070+55,494102,47398,1172.09%-4,356
Cadence Design Systems, Inc.(CDNS)93,52189,411-4,11029,23324,8450.53%-4,388
Axos Financial Inc(AX)659,859608,081-51,77856,85351,7421.10%-5,112
Axon Enterprise Inc(AXON)096,728+96,728041,0800.87%+41,080
Biolife Solutions Inc.(BLFS)803,538739,803-63,73519,43014,1150.30%-5,314
Fair Isaac Corporation(FICO)8,1957,917-27813,8548,4520.18%-5,402
Copart Inc(CPRT)0786,279+786,279026,1040.55%+26,104
Palomar Holdings Inc(PLMR)231,499214,658-16,84131,19725,6520.55%-5,545
ISHARES TR64,66323,359-41,3048,8552,9930.06%-5,862
UFP Technologies Inc.(UFPT)142,260131,173-11,08731,58625,3950.54%-6,191
Broadridge Financial Solutions Inc.(BR)91,43687,101-4,33520,40614,1520.30%-6,254
SPX Technologies, Inc.421,193388,434-32,75984,26477,6631.65%-6,601
Donaldson Co Inc(DCI)656,558604,371-52,18758,21051,2931.09%-6,918
EPAM Systems Inc.(EPAM)100,54998,542-2,00720,60113,3430.28%-7,258
Roper Technologies Inc(ROP)40,33830,014-10,32417,95610,6210.23%-7,335
Amphenol Corporation334,224298,071-36,15345,16737,6610.80%-7,506
I3 Verticals INC01,555,904+1,555,904034,7900.74%+34,790
Rollins Inc(ROL)914,852884,467-30,38554,90947,2391.00%-7,670
Heico Corp156,721148,712-8,00939,56131,3920.67%-8,169
J&J Snack Foods Corp(JJSF)0416,457+416,457033,0130.70%+33,013
Intuit Inc(INTU)33,05127,449-5,60221,89411,8680.25%-10,025
Gartner Inc.(IT)58,64828,861-29,78714,7964,5700.10%-10,226
Repligen Corporation(RGEN)562,975693,738+130,76392,24981,7361.74%-10,513
Ryan Specialty Holdings Inc(RYAN)563,257548,175-15,08229,08118,4950.39%-10,586
Texas Roadhouse Inc(TXRH)0796,723+796,7230131,5712.80%+131,571
CBIZ Inc.(CBZ)399,627353,138-46,48920,1619,4820.20%-10,679
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