RIVERBRIDGE PARTNERS LLC
13F Reported Value
ⓘ$3.6B
Holdings
198
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RIVERBRIDGE PARTNERS LLC disclosed 198 positions worth $3.6B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 5.6% of the equity portfolio, followed by $MSFT and $HEI. During the quarter the fund opened 17 new positions and exited 11 — including a new stake in $ETN and a full exit from $WSC. The portfolio is most concentrated in Technology (37.9% of disclosed assets). All figures are sourced directly from RIVERBRIDGE PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1112325.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$199.9M998,902 sh - 83.7#15
Quality
$154.3M413,524 sh - 79.2#60
Quality
$128.7M361,213 sh - 74.6
Quality
$120.3M504,618 sh - —
Quality
$119.7M1,027,992 sh - 76.2
Quality
$117.3M295,295 sh - 77.4
Quality
$97.4M183,941 sh - 73.5
Quality
$96.1M2,001,710 sh - 80.2
Quality
$85.6M239,570 sh - 66.8
Quality
$83.5M232,514 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 90.2#1 | $199.9M | 998,902 | |
| 83.7#15 | $154.3M | 413,524 | |
| 79.2#60 | $128.7M | 361,213 | |
| 74.6 | $120.3M | 504,618 | |
| — | $119.7M | 1,027,992 | |
| 76.2 | $117.3M | 295,295 | |
| 77.4 | $97.4M | 183,941 | |
| 73.5 | $96.1M | 2,001,710 | |
| 80.2 | $85.6M | 239,570 | |
| 66.8 | $83.5M | 232,514 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RIVERBRIDGE PARTNERS LLC's 198 positions.
Showing top 10 of 198 holdings.
Sector Allocation
Technology
$1.4B
Consumer Discretionary
$605.5M
Healthcare
$589.3M
Industrials
$557.4M
Financials
$174.8M
Other
$117.2M
Materials
$87.4M
Consumer Staples
$42.5M
Full Holdings — RIVERBRIDGE PARTNERS LLC (Q2 2026)
All 198 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | $199.9M | 5.6% | -14% | 90.2 | |
| 2 | MICROSOFT CORP | $154.3M | 4.3% | -10% | 83.7 | |
| 3 | HEICO CORP | $128.7M | 3.6% | -11% | 79.2 | |
| 4 | AMAZON COM INC | $120.3M | 3.4% | -10% | 74.6 | |
| 5 | RB GLOBAL INC. | $119.7M | 3.3% | -19% | — | |
| 6 | ANALOG DEVICES INC | $117.3M | 3.3% | -15% | 76.2 | |
| 7 | Medpace Holdings, Inc. | $97.4M | 2.7% | -23% | 77.4 | |
| 8 | FASTENAL CO | $96.1M | 2.7% | -10% | 73.5 | |
| 9 | Alphabet Inc. | $85.6M | 2.4% | -11% | 80.2 | |
| 10 | WEST PHARMACEUTICAL SERVICES INC | $83.5M | 2.3% | -11% | 66.8 | |
| 11 | Grand Canyon Education, Inc. | $79.5M | 2.2% | -22% | 67.9 | |
| 12 | Privia Health Group, Inc. | $77.2M | 2.1% | -23% | 49.4 | |
| 13 | FIVE BELOW, INC | $77.1M | 2.1% | -25% | 66.1 | |
| 14 | TYLER TECHNOLOGIES INC | $73.5M | 2.0% | -2% | 69.3 | |
| 15 | ENSIGN GROUP, INC | $70.5M | 2.0% | -23% | 68 | |
| 16 | Alphabet Inc. | $66.8M | 1.9% | -10% | 80.2 | |
| 17 | Kinsale Capital Group, Inc. | $61.2M | 1.7% | -25% | 79.6 | |
| 18 | KADANT INC | $61.1M | 1.7% | -23% | 57.3 | |
| 19 | VEEVA SYSTEMS INC | $55.6M | 1.6% | +2% | 77.8 | |
| 20 | S&P Global Inc. | $52.9M | 1.5% | -10% | 79.4 | |
| 21 | WATSCO INC | $50.1M | 1.4% | -9% | 58.9 | |
| 22 | Verisk Analytics, Inc. | $49.0M | 1.4% | -6% | 77.3 | |
| 23 | ServiceNow, Inc. | $48.7M | 1.4% | -11% | 76 | |
| 24 | ROLLINS INC | $47.0M | 1.3% | -9% | 73.2 | |
| 25 | Tesla, Inc. | $45.4M | 1.3% | -11% | 50.1 | |
| 26 | UNITEDHEALTH GROUP INC | $44.6M | 1.3% | -9% | 66.8 | |
| 27 | VISA INC. | $43.5M | 1.2% | -10% | 83.5 | |
| 28 | DANAHER CORP /DE/ | $42.6M | 1.2% | +0% | 63.9 | |
| 29 | Freshpet, Inc. | $39.9M | 1.1% | -27% | 65.1 | |
| 30 | STARBUCKS CORP | $39.5M | 1.1% | -10% | 54.6 | |
| 31 | GLAUKOS Corp | $39.4M | 1.1% | -35% | 39.2 | |
| 32 | IDEXX LABORATORIES INC /DE | $38.7M | 1.1% | -11% | 73.6 | |
| 33 | LINDE PLC | $38.4M | 1.1% | -8% | — | |
| 34 | CINTAS CORP | $37.8M | 1.1% | -3% | 76.3 | |
| 35 | Paylocity Holding Corp | $34.3M | 1.0% | -29% | 72.7 | |
| 36 | Guidewire Software, Inc. | $32.8M | 0.9% | +16% | 66.2 | |
| 37 | COGNEX CORP | $32.2M | 0.9% | -38% | 63.6 | |
| 38 | Floor & Decor Holdings, Inc. | $31.2M | 0.9% | -20% | 53.4 | |
| 39 | COSTAR GROUP, INC. | $30.9M | 0.9% | -11% | 49.5 | |
| 40 | BIO-TECHNE Corp | $30.8M | 0.9% | -28% | 59.6 | |
| 41 | FAIR ISAAC CORP | $29.7M | 0.8% | -7% | 75.6 | |
| 42 | NETFLIX INC | $29.3M | 0.8% | -11% | 86.7 | |
| 43 | AAON, INC. | $26.5M | 0.7% | -31% | 54.5 | |
| 44 | Simpson Manufacturing Co., Inc. | $26.0M | 0.7% | -31% | 62.6 | |
| 45 | SYNOPSYS INC | $25.2M | 0.7% | +15% | 63.1 | |
| 46 | Motorola Solutions, Inc. | $25.0M | 0.7% | -10% | 73.8 | |
| 47 | ENTEGRIS INC | $24.7M | 0.7% | -36% | 57.7 | |
| 48 | REPLIGEN CORP | $23.5M | 0.7% | -33% | 54.1 | |
| 49 | Dutch Bros Inc. | $22.8M | 0.6% | -38% | 65.9 | |
| 50 | Globant S.A. | $22.3M | 0.6% | +12% | — | |
| 51 | WORKIVA INC | $21.2M | 0.6% | -33% | 52.8 | |
| 52 | EXPONENT INC | $21.1M | 0.6% | -32% | 61.3 | |
| 53 | — | Riverbridge Growth Fund - Inst - COM | $21.0M | 0.6% | -7% | — |
| 54 | CSW INDUSTRIALS, INC. | $20.4M | 0.6% | -36% | 64.1 | |
| 55 | DESCARTES SYSTEMS GROUP INC | $20.2M | 0.6% | -36% | — | |
| 56 | SAP SE | $19.4M | 0.5% | -10% | — | |
| 57 | TRANSCAT INC | $18.8M | 0.5% | -35% | 49.5 | |
| 58 | AGILYSYS INC | $18.8M | 0.5% | -30% | 55.8 | |
| 59 | Alarm.com Holdings, Inc. | $18.4M | 0.5% | -33% | 62.9 | |
| 60 | First Watch Restaurant Group, Inc. | $17.4M | 0.5% | -36% | 46 | |
| 61 | Salesforce, Inc. | $15.9M | 0.4% | -39% | 75.2 | |
| 62 | CCC Intelligent Solutions Holdings Inc. | $15.0M | 0.4% | -35% | 50.8 | |
| 63 | Option Care Health, Inc. | $13.6M | 0.4% | -34% | 57.8 | |
| 64 | ACV Auctions Inc. | $13.2M | 0.4% | -32% | 51.5 | |
| 65 | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $12.9M | 0.4% | -11% | 47.1 | |
| 66 | Loar Holdings Inc. | $12.3M | 0.3% | -41% | 70.5 | |
| 67 | CASEYS GENERAL STORES INC | $12.1M | 0.3% | -14% | 59.9 | |
| 68 | Pennant Group, Inc. | $11.7M | 0.3% | -52% | 56.4 | |
| 69 | POWER INTEGRATIONS INC | $11.6M | 0.3% | -59% | 42.2 | |
| 70 | Eaton Corp plc | $11.5M | 0.3% | NEW | — | |
| 71 | RBC Bearings INC | $11.5M | 0.3% | -13% | 67.1 | |
| 72 | Toast, Inc. | $11.1M | 0.3% | -13% | 69.5 | |
| 73 | Boot Barn Holdings, Inc. | $11.1M | 0.3% | NEW | 73.5 | |
| 74 | Stevanato Group S.p.A. | $10.9M | 0.3% | -11% | — | |
| 75 | DoubleVerify Holdings, Inc. | $10.5M | 0.3% | -33% | 53.4 | |
| 76 | Guardian Pharmacy Services, Inc. | $10.2M | 0.3% | NEW | 47.3 | |
| 77 | Hillman Solutions Corp. | $10.2M | 0.3% | -41% | 43.8 | |
| 78 | CASELLA WASTE SYSTEMS INC | $10.0M | 0.3% | -41% | 48.6 | |
| 79 | Apple Inc. | $9.0M | 0.3% | -2% | 76.1 | |
| 80 | LEMAITRE VASCULAR INC | $8.5M | 0.2% | -16% | 69.1 | |
| 81 | APPFOLIO INC | $8.2M | 0.2% | -42% | 75.5 | |
| 82 | IMPINJ INC | $8.0M | 0.2% | NEW | 35.3 | |
| 83 | TWFG, Inc. | $8.0M | 0.2% | -39% | 58.3 | |
| 84 | Cactus, Inc. | $7.8M | 0.2% | NEW | 61.8 | |
| 85 | JACK HENRY & ASSOCIATES INC | $7.5M | 0.2% | -14% | 72.8 | |
| 86 | ALIGN TECHNOLOGY INC | $7.0M | 0.2% | -13% | 58.2 | |
| 87 | — | Ishares Core S&P 500 Etf - COM | $6.4M | 0.2% | -48% | — |
| 88 | BARRETT BUSINESS SERVICES INC | $6.1M | 0.2% | -40% | 46.8 | |
| 89 | Doximity, Inc. | $5.8M | 0.2% | -43% | 77.5 | |
| 90 | Goosehead Insurance, Inc. | $5.6M | 0.2% | -41% | 59 | |
| 91 | GRID DYNAMICS HOLDINGS, INC. | $5.6M | 0.2% | -31% | 50.6 | |
| 92 | — | VANGUARD INDEX FDS EXTEND MKT - COM | $5.5M | 0.1% | -5% | — |
| 93 | — | Vanguard Index Tr 500 Index Ad - COM | $5.0M | 0.1% | -0% | — |
| 94 | ECOLAB INC. | $3.7M | 0.1% | -1% | 64.3 | |
| 95 | TJX COMPANIES INC /DE/ | $3.5M | 0.1% | -1% | 70.7 | |
| 96 | — | Ishares Tr Russell 2000 Growth - COM | $3.4M | 0.1% | -22% | — |
| 97 | Snap-on Inc | $3.3M | 0.1% | -1% | 69.3 | |
| 98 | ASML HOLDING NV | $3.3M | 0.1% | -6% | — | |
| 99 | ROCKWELL AUTOMATION, INC | $3.3M | 0.1% | -1% | 68.2 | |
| 100 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.3M | 0.1% | -4% | — | |
| 101 | Brookfield Real Assets Income Fund Inc. | $3.1M | 0.1% | +1% | — | |
| 102 | Angel Oak Financial Strategies Income Term Trust | $3.0M | 0.1% | +1% | — | |
| 103 | ORTHOPEDIATRICS CORP | $3.0M | 0.1% | -41% | 33.4 | |
| 104 | PGIM Short Duration High Yield Opportunities Fund | $2.7M | 0.1% | +1% | — | |
| 105 | JOHNSON & JOHNSON | $2.5M | 0.1% | -1% | 72.8 | |
| 106 | Sixth Street Specialty Lending, Inc. | $2.5M | 0.1% | -0% | — | |
| 107 | GoDaddy Inc. | $2.5M | 0.1% | -77% | 72.4 | |
| 108 | Nuveen Taxable Municipal Income Fund | $2.3M | 0.1% | +3% | — | |
| 109 | JOHN HANCOCK INCOME SECURITIES TRUST | $2.3M | 0.1% | +3% | — | |
| 110 | Walmart Inc. | $2.2M | 0.1% | -1% | 63.2 | |
| 111 | RiverNorth Flexible Municipal Income Fund II, Inc. | $2.2M | 0.1% | -30% | — | |
| 112 | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | $2.1M | 0.1% | +3% | — | |
| 113 | FIDUS INVESTMENT Corp | $2.1M | 0.1% | +1% | — | |
| 114 | Principal Real Estate Income Fund | $2.1M | 0.1% | +1% | — | |
| 115 | PROCTER & GAMBLE Co | $2.1M | 0.1% | -1% | 72.9 | |
| 116 | ARES CAPITAL CORP | $2.1M | 0.1% | +1% | — | |
| 117 | Seven Hills Realty Trust | $2.1M | 0.1% | +1% | 46.4 | |
| 118 | abrdn National Municipal Income Fund | $2.0M | 0.1% | -0% | — | |
| 119 | ORACLE CORP | $2.0M | 0.1% | +2% | 67.2 | |
| 120 | BlackRock Taxable Municipal Bond Trust | $2.0M | 0.1% | +3% | — | |
| 121 | FS Credit Opportunities Corp. | $1.9M | 0.1% | -0% | — | |
| 122 | DICK'S SPORTING GOODS, INC. | $1.9M | 0.1% | +4% | 67.9 | |
| 123 | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | $1.9M | 0.1% | +2% | — | |
| 124 | EQUIFAX INC | $1.8M | 0.1% | -1% | 69.4 | |
| 125 | Angel Oak Mortgage REIT, Inc. | $1.8M | 0.1% | +1% | — | |
| 126 | FS Specialty Lending Fund | $1.8M | 0.1% | +1% | — | |
| 127 | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.1% | +6% | 67 | |
| 128 | — | Fidelity 500 Index Fund Inst - COM | $1.6M | 0.1% | -3% | — |
| 129 | ABBOTT LABORATORIES | $1.6M | 0.0% | +4% | 67 | |
| 130 | Federated Hermes Premier Municipal Income Fund | $1.6M | 0.0% | -1% | — | |
| 131 | PIMCO NEW YORK MUNICIPAL INCOME FUND II | $1.6M | 0.0% | -0% | — | |
| 132 | PAYCHEX INC | $1.5M | 0.0% | -1% | 75.1 | |
| 133 | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | $1.4M | 0.0% | -0% | — | |
| 134 | Hercules Capital, Inc. | $1.4M | 0.0% | +0% | — | |
| 135 | ABERDEEN MUNICIPAL INCOME FUND | $1.4M | 0.0% | +37% | — | |
| 136 | SPS COMMERCE INC | $1.4M | 0.0% | -94% | 68.5 | |
| 137 | GOLUB CAPITAL BDC, Inc. | $1.4M | 0.0% | +1% | — | |
| 138 | PUTNAM PREMIER INCOME TRUST | $1.4M | 0.0% | -38% | — | |
| 139 | TCW STRATEGIC INCOME FUND INC | $1.3M | 0.0% | +3% | — | |
| 140 | BLACKROCK MUNIHOLDINGS FUND, INC. | $1.3M | 0.0% | -3% | — | |
| 141 | MSC INCOME FUND, INC. | $1.3M | 0.0% | +1% | — | |
| 142 | SPDR S&P 500 ETF TRUST | $1.3M | 0.0% | +0% | — | |
| 143 | ABERDEEN MULTI-MARKET INCOME FUND | $1.2M | 0.0% | NEW | — | |
| 144 | Invesco Ltd. | $1.2M | 0.0% | NEW | — | |
| 145 | BLACKROCK INCOME TRUST, INC. | $1.2M | 0.0% | +3% | — | |
| 146 | — | Ishares Tr Msci Eafe Idx - INTL | $1.2M | 0.0% | -31% | — |
| 147 | TRACTOR SUPPLY CO /DE/ | $1.1M | 0.0% | -1% | 60.7 | |
| 148 | — | Vanguard Intl Eqty Idx Emr Mkt - INTL | $1.1M | 0.0% | -26% | — |
| 149 | Zoetis Inc. | $1.1M | 0.0% | +6% | 72.6 | |
| 150 | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | $1.0M | 0.0% | -43% | — | |
| 151 | BLACKROCK CORE BOND TRUST | $966,060 | 0.0% | NEW | — | |
| 152 | BLACKROCK CREDIT ALLOCATION INCOME TRUST | $952,300 | 0.0% | NEW | — | |
| 153 | BNY MELLON STRATEGIC MUNICIPALS, INC. | $891,819 | 0.0% | -61% | — | |
| 154 | BNY Mellon Municipal Bond Infrastructure Fund, Inc. | $890,417 | 0.0% | -4% | — | |
| 155 | — | Ishares Tr Russell 1000 - COM | $820,638 | 0.0% | +1% | — |
| 156 | — | Ishares Tr Russell 2000 - COM | $797,695 | 0.0% | +21% | — |
| 157 | NEUBERGER MUNICIPAL FUND INC. | $797,294 | 0.0% | -3% | — | |
| 158 | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $791,442 | 0.0% | -3% | — | |
| 159 | Western Asset Mortgage Opportunity Fund Inc. | $689,696 | 0.0% | NEW | — | |
| 160 | JOHN HANCOCK INVESTORS TRUST | $654,456 | 0.0% | +3% | — | |
| 161 | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | $609,281 | 0.0% | -25% | — | |
| 162 | ADVANCED MICRO DEVICES INC | $600,661 | 0.0% | +0% | 78.8 | |
| 163 | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $593,577 | 0.0% | -0% | — | |
| 164 | — | Vanguard Index Fds Reit Etf - REIT | $558,426 | 0.0% | +0% | — |
| 165 | — | Dimensional International Core - COM | $556,813 | 0.0% | +0% | — |
| 166 | — | Ishares Tr Russell 1000 Growth - COM | $555,702 | 0.0% | +429% | — |
| 167 | — | Vanguard Growth ETF - COM | $546,945 | 0.0% | +727% | — |
| 168 | WESTERN ASSET PREMIER BOND FUND | $531,573 | 0.0% | NEW | — | |
| 169 | Invesco Bond Fund | $496,727 | 0.0% | +3% | — | |
| 170 | Accenture plc | $463,539 | 0.0% | +4% | — | |
| 171 | — | iShares Core S&P U.S. Growth E - COM | $420,739 | 0.0% | -0% | — |
| 172 | STRYKER CORP | $377,808 | 0.0% | +0% | 69.8 | |
| 173 | WESTERN ASSET INTERMEDIATE MUNI FUND INC. | $366,981 | 0.0% | -3% | — | |
| 174 | — | Roche Holding Ltd ADR - COM | $361,863 | 0.0% | +0% | — |
| 175 | — | Allianz SE Unsponsored ADR - COM | $325,269 | 0.0% | +0% | — |
| 176 | — | Vanguard Index Fds Stk Mrk Etf - COM | $310,519 | 0.0% | +7% | — |
| 177 | MEXICAN ECONOMIC DEVELOPMENT INC | $296,856 | 0.0% | +0% | — | |
| 178 | — | SCHNEIDER ELECTRIC SA ADR - COM | $295,005 | 0.0% | +0% | — |
| 179 | CHEMED CORP | $273,972 | 0.0% | -99% | 67.2 | |
| 180 | MANULIFE FINANCIAL CORP | $267,082 | 0.0% | NEW | — | |
| 181 | — | Vanguard Value ETF - COM | $265,657 | 0.0% | +0% | — |
| 182 | — | Lasertec Corp. Unsponsored ADR - COM | $254,390 | 0.0% | -26% | — |
| 183 | Shell plc | $254,176 | 0.0% | +0% | — | |
| 184 | — | Disco Corporation Unsponsored - COM | $253,104 | 0.0% | -12% | — |
| 185 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $244,385 | 0.0% | NEW | — | |
| 186 | — | Tencent Holdings Ltd. Unsponso - COM | $233,636 | 0.0% | +0% | — |
| 187 | — | Contemporary Amperex Technolog - COM | $233,404 | 0.0% | +0% | — |
| 188 | RIO TINTO PLC | $216,820 | 0.0% | +0% | — | |
| 189 | — | DBS Group Holdings Ltd Sponsor - COM | $214,049 | 0.0% | -48% | — |
| 190 | — | AIA Group Limited Sponsored AD - COM | $210,905 | 0.0% | +0% | — |
| 191 | Spotify Technology S.A. | $210,741 | 0.0% | NEW | — | |
| 192 | CANADIAN NATIONAL RAILWAY CO | $207,358 | 0.0% | NEW | — | |
| 193 | — | Vanguard Etf Small Cap Growth - COM | $204,733 | 0.0% | NEW | — |
| 194 | Haleon plc | $163,060 | 0.0% | +0% | — | |
| 195 | — | Recruit Holdings Co., Ltd. Uns - COM | $158,038 | 0.0% | NEW | — |
| 196 | — | OBIC Co. Ltd. Unsponsored ADR - COM | $133,759 | 0.0% | +0% | — |
| 197 | — | M3, Inc. Unsponsored ADR - COM | $122,555 | 0.0% | +0% | — |
| 198 | — | Unicharm Corporation Sponsored - COM | $61,801 | 0.0% | +0% | — |
New Positions (17)
Exited Positions (11)
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