GENEVA CAPITAL MANAGEMENT LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$5.3B

Holdings

123

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (123 positions)

#	Stock	Shares	Value	% Portfolio
101	TJXThe TJX Companies Inc.	22,127	$3.4M	0.06%
102	GOOGLAlphabet Inc.	10,856	$3.4M	0.06%
103	FBINFortune Brands Innovations Inc	62,873	$3.1M	0.06%
104	MSFTMicrosoft Corp.	6,273	$3.0M	0.06%
105	TMOThermo Fisher Scientific Inc	4,931	$2.9M	0.05%
106	GNRCGenerac Holdings Inc.	19,428	$2.6M	0.05%
107	MRVLMarvell Technology Inc	31,160	$2.6M	0.05%
108	WMTWalmart Inc	23,285	$2.6M	0.05%
109	COSTCostco Wholesale Corporation	2,958	$2.5M	0.05%
110	VVisa Inc	7,195	$2.5M	0.05%
111	CRLCharles River Laboratories International, Inc.	12,156	$2.4M	0.05%
112	CGNXCognex Corp	64,299	$2.3M	0.04%
113	ISRGIntuitive Surgical Inc.	3,921	$2.2M	0.04%
114	DHRDanaher Corporation	8,766	$2.0M	0.04%
115	LOWLowes Companies, Inc.	7,662	$1.8M	0.03%
116	ECLEcolab Inc.	6,619	$1.7M	0.03%
117	SPGIS&P Global Inc	3,296	$1.7M	0.03%
118	MSIMotorola Solutions Inc	4,368	$1.7M	0.03%
119	VBKVanguard Index Funds	5,515	$1.7M	0.03%
120	EWEdwards Lifesciences Corporation	17,152	$1.5M	0.03%
121	CRMSalesforce Inc.	4,765	$1.3M	0.02%
122	VLTOVeralto Corp.	10,978	$1.1M	0.02%
123	IJKiShare Trust	2,582	$250K	0.00%

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