StockDriftsStockDriftsTop 50 Geneva Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC Bearings Inc | 4.42% | 383.0K | $208.0M | -25.76%(-132.85K) | $167.45(+261.04%) | 2026-03-31 | |
| ESE | ESCO Technologies Inc. | 3.75% | 626.5K | $176.3M | -20.52%(-161.73K) | $107.59(+209.31%) | 2026-03-31 | |
| ROAD | Construction Partners Inc. | 3.69% | 1.56M | $173.5M | -14.28%(-260.08K) | $32.18(+235.35%) | 2026-03-31 | |
| GMED | Globus Med Inc | 3.22% | 1.76M | $151.7M | -7.41%(-141.00K) | $64.63(+23.96%) | 2026-03-31 | |
| ONTO | Onto Innovation Inc. | 3.08% | 705.9K | $144.8M | -15.08%(-125.40K) | $81.21(+278.73%) | 2026-03-31 | |
| BCPC | Balchem Corp | 3.05% | 846.5K | $143.5M | -6.75%(-61.31K) | $119.91(+40.78%) | 2026-03-31 | |
| AAON | Aaon Inc | 3.03% | 1.72M | $142.5M | -6.92%(-128.01K) | $53.90(+99.68%) | 2026-03-31 | |
| TXRH | Texas Roadhouse Inc | 2.8% | 796.7K | $131.6M | -7.00%(-59.99K) | $94.96(+104.58%) | 2026-03-31 | |
| EXLS | ExlService Holdings Inc. | 2.75% | 4.26M | $129.6M | -7.49%(-344.79K) | $22.03(+22.66%) | 2026-03-31 | |
| EXPO | Exponent Inc | 2.49% | 1.80M | $117.2M | +3.94%(+68.11K) | $76.79(-20.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.89% | +25.60% |
| Top 20 Holdings Unweighted | +5.72% | +18.16% |
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