GENEVA CAPITAL MANAGEMENT LLC

CIK

1009232

City

MILWAUKEE

State / Country

Stock

WDFC — Wd 40 Co

Top Portfolio Positions

116 positions · $4,645,794,917 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
RBC	RBC Bearings INC Industrials	382,964	$207,995,406	4.48%
ESE	Esco Technologies Inc Technology	626,496	$176,277,178	3.79%
ROAD	Construction Partners, Inc. Industrials	1,561,051	$173,463,985	3.73%
GMED	Globus Medical Inc Healthcare	1,760,971	$151,725,260	3.27%
ONTO	Onto Innovation Inc. Technology	705,943	$144,767,730	3.12%
BCPC	Balchem Corp Basic Materials	846,495	$143,463,970	3.09%
AAON	Aaon, Inc. Industrials	1,721,631	$142,464,964	3.07%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	796,723	$131,570,835	2.83%
EXLS	ExlService Holdings, Inc. Technology	4,257,091	$129,628,420	2.79%
EXPO	Exponent Inc Industrials	1,795,507	$117,156,831	2.52%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$57,602,648	282,449	+18.7%	Shares	Sole	2026-05-06
2025-12-31	$46,843,297	237,904	-9.9%	Shares	Sole	2026-02-12
2025-09-30	$52,193,273	264,136	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$60,056,324	263,301	+6.1%	Shares	Sole	2025-08-05
2025-03-31	$60,560,068	248,197	+18.7%	Shares	Sole	2025-05-09
2024-12-31	$50,734,680	209,060	-1.2%	Shares	Sole	2025-02-06
2024-09-30	$54,573,596	211,624	+0.5%	Shares	Sole	2024-11-05
2024-06-30	$46,264,090	210,636	-2.4%	Shares	Sole	2024-08-14
2024-03-31	$54,679,243	215,859	-0.7%	Shares	Sole	2024-05-03
2023-12-31	$51,945,368	217,281	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$44,196,773	217,461	+0.6%	Shares	Sole	2023-11-13
2023-06-30	$40,784,809	216,193	+19.4%	Shares	Sole	2023-08-01
2023-03-31	$32,242,005	181,084	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$28,416,969	176,273	-1.1%	Shares	Sole	2023-02-07
2022-09-30	$31,324,248	178,242	+3.9%	Shares	Sole	2022-11-02
2022-06-30	$34,546,729	171,567	-1.1%	Shares	Sole	2022-08-02
2022-03-31	$31,770,065	173,389	-1.1%	Shares	Sole	2022-05-02
2021-12-31	$42,876,583	175,264	-2.0%	Shares	Sole	2022-02-02
2021-09-30	$41,387,002	178,793	-0.5%	Shares	Sole	2021-11-08
2021-06-30	$46,063,257	179,731	-1.6%	Shares	Sole	2021-08-11
2021-03-31	$55,930,206	182,671	-2.0%	Shares	Sole	2021-05-03
2020-12-31	$49,501,497	186,320	+3.0%	Shares	Sole	2021-02-02
2020-09-30	$34,240,499	180,870	+2.7%	Shares	Sole	2020-11-12
2020-06-30	$34,933,122	176,163	+144.5%	Shares	Sole	2020-08-13
2020-03-31	$14,469,233	72,040	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.