SEC Form 13F

GENEVA CAPITAL MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$4,361,950,619
Positions119

Largest disclosed positions

IssuerTickerClassReported valueReported amount
RBC Bearings IncRBCCOMMON-STOCK$190,845,461296,316
Onto Innovation Inc.ONTOCOMMON-STOCK$184,188,564486,692
ESCO Technologies Inc.ESECOMMON-STOCK$157,220,249449,149
Aaon IncAAONCOMMON-STOCK$152,338,8301,200,842
Construction Partners Inc.ROADCOMMON-STOCK$147,747,0781,243,976
Novanta IncNOVTCOMMON-STOCK$123,120,387758,878
Texas Roadhouse IncTXRHCOMMON-STOCK$120,374,975622,962
Balchem CorpBCPCCOMMON-STOCK$115,410,100683,102
Globus Med IncGMEDCOMMON-STOCK$111,962,4401,417,067
Healthequity IncHQYCOMMON-STOCK$103,839,0801,149,680

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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