Tributary Capital Management, LLC 13F 持仓 · 2026年Q2
Tributary Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 12.16 亿美元。前几大持仓：NPO（3.75%）、COHU（3.13%）、ESE（2.99%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NPO | ENPRO INC | $45.7M | 3.75% | 121,117 | 减持 |
| 2 | COHU | COHU INC | $38.0M | 3.13% | 514,757 | 减持 |
| 3 | ESE | ESCO TECHNOLOGIES INC COM | $36.3M | 2.99% | 103,844 | 减持 |
| 4 | DIOD | DIODES INC | $35.9M | 2.95% | 328,249 | 减持 |
| 5 | BHE | BENCHMARK ELECTRS INC | $34.0M | 2.80% | 344,987 | 减持 |
| 6 | MC | MOELIS & CO | $30.1M | 2.47% | 459,690 | 减持 |
| 7 | POWI | POWER INTEGRATIONS INC | $27.8M | 2.29% | 332,001 | 增持 |
| 8 | SBCF | SEACOAST BKG CORP FLA | $26.6M | 2.19% | 799,831 | 减持 |
| 9 | AUB | ATLANTIC UNION BANKSHARES CO | $26.2M | 2.16% | 620,199 | 减持 |
| 10 | SIGI | SELECTIVE INS GROUP INC | $23.6M | 1.94% | 243,301 | 减持 |
| 11 | IDA | IDACORP INC | $23.3M | 1.92% | 154,069 | 减持 |
| 12 | MMI | MARCUS & MILLICHAP INC | $23.1M | 1.90% | 740,631 | 减持 |
| 13 | ENS | ENERSYS | $22.7M | 1.87% | 97,246 | 减持 |
| 14 | AEIS | ADVANCED ENERGY INDS INC COM | $21.8M | 1.79% | 58,540 | 减持 |
| 15 | LFUS | LITTELFUSE INC | $21.0M | 1.73% | 46,143 | 减持 |
| 16 | CON | CONCENTRA GROUP HOLDINGS PAR | $20.6M | 1.69% | 691,195 | 减持 |
| 17 | FBK | FB FINL CORP | $20.5M | 1.68% | 370,081 | 增持 |
| 18 | DORM | DORMAN PRODUCTS INC | $20.3M | 1.67% | 148,989 | 增持 |
| 19 | SHO | SUNSTONE HOTEL INVS INC NEW CO | $19.7M | 1.62% | 1.7M | 减持 |
| 20 | VIAV | VIAVI SOLUTIONS INC | $19.7M | 1.62% | 412,403 | 减持 |
| 21 | AMN | AMN HEALTHCARE SERVICES INC | $19.5M | 1.60% | 601,198 | 增持 |
| 22 | BCPC | BALCHEM CORP | $18.9M | 1.56% | 112,132 | 减持 |
| 23 | RAMP | LIVERAMP HLDGS INC | $18.8M | 1.55% | 499,911 | 减持 |
| 24 | KFY | KORN FERRY COMMON STOCK | $17.9M | 1.47% | 268,108 | 减持 |
| 25 | OBK | ORIGIN BANCORP INC | $17.7M | 1.46% | 346,638 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR