GENEVA CAPITAL MANAGEMENT LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$5.8B

Holdings

121

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (121 positions)

#	Stock	Shares	Value	% Portfolio
101	GNRCGenerac Holdings Inc.	20,414	$3.4B	58.61%
102	MSFTMicrosoft Corp.	6,409	$3.3B	56.93%
103	TJXThe TJX Companies Inc.	22,609	$3.3B	56.05%
104	CGNXCognex Corp	65,612	$3.0B	50.97%
105	COSTCostco Wholesale Corporation	3,029	$2.8B	48.09%
106	GOOGLAlphabet Inc.	11,114	$2.7B	46.34%
107	MRVLMarvell Technology Inc	31,483	$2.6B	45.39%
108	VVisa Inc	7,373	$2.5B	43.17%
109	WMTWalmart Inc	23,876	$2.5B	42.20%
110	TMOThermo Fisher Scientific Inc	4,982	$2.4B	41.44%
111	IWPISHARES TR	14,459	$2.1B	35.31%
112	MSIMotorola Solutions Inc	4,414	$2.0B	34.62%
113	CRLCharles River Laboratories International, Inc.	12,697	$2.0B	34.07%
114	LOWLowes Companies, Inc.	7,892	$2.0B	34.02%
115	ECLEcolab Inc.	6,689	$1.8B	31.42%
116	ISRGIntuitive Surgical Inc.	3,964	$1.8B	30.40%
117	DHRDanaher Corporation	8,856	$1.8B	30.11%
118	SPGIS&P Global Inc	3,331	$1.6B	27.80%
119	VLTOVeralto Corp.	11,092	$1.2B	20.28%
120	CRMSalesforce Inc.	4,815	$1.1B	19.57%
121	EWEdwards Lifesciences Corporation	13,951	$1.1B	18.61%

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