StockDriftsStockDriftsTop 50 Tributary Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NPO | ENPRO INC | 3.75% | 121.1K | $45.7M | -2.93%(-3.65K) | $101.06(+239.45%) | 2026-06-30 | |
| COHU | COHU INC | 3.13% | 514.8K | $38.0M | -25.10%(-172.46K) | $28.60(+82.36%) | 2026-06-30 | |
| ESE | ESCO TECHNOLOGIES INC COM | 2.99% | 103.8K | $36.3M | -26.30%(-37.05K) | $112.35(+173.07%) | 2026-06-30 | |
| DIOD | DIODES INC | 2.95% | 328.2K | $35.9M | -3.80%(-12.98K) | $70.92(+47.23%) | 2026-06-30 | |
| BHE | BENCHMARK ELECTRS INC | 2.8% | 345.0K | $34.0M | -13.20%(-52.48K) | $26.59(+215.02%) | 2026-06-30 | |
| MC | MOELIS & CO | 2.47% | 459.7K | $30.1M | -3.47%(-16.50K) | $47.04(+39.78%) | 2026-06-30 | |
| POWI | POWER INTEGRATIONS INC | 2.29% | 332.0K | $27.8M | +2.02%(+6.57K) | $70.15(-8.54%) | 2026-06-30 | |
| SBCF | SEACOAST BKG CORP FLA | 2.19% | 799.8K | $26.6M | -1.67%(-13.61K) | $29.35(+19.41%) | 2026-06-30 | |
| AUB | ATLANTIC UNION BANKSHARES CO | 2.16% | 620.2K | $26.2M | -2.93%(-18.70K) | $35.18(+18.90%) | 2026-06-30 | |
| SIGI | SELECTIVE INS GROUP INC | 1.94% | 243.3K | $23.6M | -2.92%(-7.31K) | $57.85(+63.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.29% | +65.51% | +14.19% | +94.11% |
| Top 20 Holdings Unweighted | +18.44% | +66.14% | +14.04% | +92.90% |
Tributary Capital Management, LLC reports $1.22B in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are NPO (3.8%), COHU (3.1%) and ESE (3.0%). The top 20 holdings account for 44.16% of reported assets. Its disclosed equity book has returned +65.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tributary Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1441888). View Tributary Capital Management, LLC’s 13F filings on SEC