GENEVA CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$6.0T
Holdings
123
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (123 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MSFTMicrosoft Corp. | 7,045 | $3.5B | 0.06% | |
| 102 | FBINFortune Brands Innovations Inc | 66,975 | $3.4B | 0.06% | |
| 103 | COSTCostco Wholesale Corporation | 3,143 | $3.1B | 0.05% | |
| 104 | GNRCGenerac Holdings Inc. | 21,334 | $3.1B | 0.05% | |
| 105 | TJXThe TJX Companies Inc. | 23,462 | $2.9B | 0.05% | |
| 106 | VVisa Inc | 7,651 | $2.7B | 0.05% | |
| 107 | MRVLMarvell Technology Inc | 32,671 | $2.5B | 0.04% | |
| 108 | WMTWalmart Inc | 24,776 | $2.4B | 0.04% | |
| 109 | ISRGIntuitive Surgical Inc. | 4,113 | $2.2B | 0.04% | |
| 110 | CGNXCognex Corp | 68,519 | $2.2B | 0.04% | |
| 111 | TMOThermo Fisher Scientific Inc | 5,173 | $2.1B | 0.04% | |
| 112 | GOOGLAlphabet Inc. | 11,532 | $2.0B | 0.03% | |
| 113 | CRLCharles River Laboratories International, Inc. | 13,065 | $2.0B | 0.03% | |
| 114 | MSIMotorola Solutions Inc | 4,579 | $1.9B | 0.03% | |
| 115 | ECLEcolab Inc. | 6,943 | $1.9B | 0.03% | |
| 116 | LOWLowes Companies, Inc. | 8,190 | $1.8B | 0.03% | |
| 117 | DHRDanaher Corporation | 9,190 | $1.8B | 0.03% | |
| 118 | IWPISHARES TR | 11,873 | $1.6B | 0.03% | |
| 119 | SPGIS&P Global Inc | 2,792 | $1.5B | 0.02% | |
| 120 | CRMSalesforce Inc. | 4,997 | $1.4B | 0.02% | |
| 121 | VLTOVeralto Corp. | 11,511 | $1.2B | 0.02% | |
| 122 | EWEdwards Lifesciences Corporation | 14,479 | $1.1B | 0.02% | |
| 123 | VBKVanguard Index Funds | 1,067 | $295.4M | 0.00% |
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