Investor
Tributary Capital Management, LLC
CIK 0001441888 · filed 2026-05-04 · SEC filing
13F book
$1.03B
Positions
164
9 new · 12 sold
Largest name
3.8%
Esco Technologies Inc · ESE
Est. mark
$37.6M
Price effect on 155 names still held. Flow −$22.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Esco Technologies Inc | ESE | 140.9K | $39.6M | 3.8% | $12.1M | Cut$11.3M |
| Enpro Inc. | NPO | 124.8K | $31.3M | 3.0% | $4.56M | Cut$3.78M |
| Viavi Solutions Inc. | VIAV | 821K | $27.3M | 2.7% | $12.7M | Cut$9.02M |
| Moelis & Co | MC | 476.2K | $27.1M | 2.6% | −$4.34M | Added$1.73M |
| Advanced Energy Inds | — | 79.6K | $25.7M | 2.5% | $9.03M | Cut−$3.61M |
| Seacoast Bkg Corp Fla | — | 813.4K | $24.6M | 2.4% | −$819.2K | Added$1.86M |
| Northern Oil & Gas, Inc. | NOG | 830.4K | $24.3M | 2.4% | $6.44M | Cut$6.29M |
| Diodes Inc | — | 341.2K | $23.3M | 2.3% | $6.46M | Cut$6.22M |
| Atlantic Un Bankshares Corp | — | 638.9K | $22.8M | 2.2% | $281.1K | Cut−$385.8K |
| Idacorp Inc | IDA | 158.8K | $22.7M | 2.2% | $2.61M | Cut$2.05M |
| Benchmark Electrs Inc | — | 397.5K | $22.3M | 2.2% | $5.29M | Cut$4.78M |
| Kaiser Aluminum Corp | KALU | 176.2K | $21.2M | 2.1% | $995.7K | Cut−$5.51M |
| Cohu Inc | COHU | 687.2K | $21M | 2.0% | $5.05M | Cut$4.67M |
| Marcus & Millichap, Inc. | MMI | 762.5K | $20.3M | 2.0% | −$428.7K | Added$3.56M |
| Balchem Corp | BCPC | 117.7K | $19.9M | 1.9% | $1.9M | Cut$1.39M |
| Littelfuse Inc | — | 56.6K | $19.2M | 1.9% | $4.89M | Cut$4.43M |
| Selective Ins Group Inc | — | 250.6K | $18.9M | 1.8% | −$2.08M | Cut−$2.57M |
| Enersys | ENS | 100.9K | $17.5M | 1.7% | $2.72M | Cut−$232.7K |
| Korn Ferry | KFY | 276.1K | $17.4M | 1.7% | −$847.6K | Cut−$1.38M |
| Addus Homecare Corp | ADUS | 179.8K | $16.8M | 1.6% | −$2.47M | Cut−$3.05M |
| Power Integrations Inc | POWI | 325.4K | $16.7M | 1.6% | $4.75M | Added$5.89M |
| ExlService Holdings, Inc. | EXLS | 546.3K | $16.6M | 1.6% | −$4.99M | Added−$1.04M |
| Sunstone Hotel Invs Inc New | — | 1.77M | $15.9M | 1.5% | $107.6K | Added$2.2M |
| Stewart Information Svcs Cor | — | 256.9K | $15.8M | 1.5% | −$2.23M | Cut−$2.78M |
| Chesapeake Utils Corp | — | 122.2K | $15.4M | 1.5% | $196.8K | Cut−$261.1K |
| Prestige Consmr Healthcare I | — | 260.5K | $15.4M | 1.5% | −$541K | Added$1.65M |
| Concentra Group Holdings Par | — | 712K | $15.3M | 1.5% | $1M | Added$4.12M |
| Dorman Prods Inc | — | 146K | $15.2M | 1.5% | −$2.06M | Added$1.77M |
| Alamo Group Inc | ALG | 92K | $15.2M | 1.5% | −$266.9K | Cut−$442.2K |
| Csw Industrials, Inc. | CSW | 57.5K | $15M | 1.5% | −$1.9M | Cut−$2.4M |
| Monarch Casino & Resort Inc | MCRI | 156.2K | $14.9M | 1.4% | −$15.6K | Cut−$2.4M |
| Origin Bancorp, Inc. | OBK | 356.9K | $14.8M | 1.4% | $1.37M | Cut$967.2K |
| Marzetti Company | — | 105.1K | $14.5M | 1.4% | −$115.2K | Added$13.8M |
| Fb Finl Corp | — | 277.3K | $14.4M | 1.4% | — | New |
| Patrick Inds Inc | — | 127.2K | $14.1M | 1.4% | $335.9K | Cut−$1.56M |
| Acushnet Hldgs Corp | — | 150.5K | $14.1M | 1.4% | $2.06M | Cut−$2.92M |
| Eplus Inc | PLUS | 183K | $13.8M | 1.3% | −$2.01M | Added−$363.7K |
| Icf Intl Inc | — | 210.6K | $13.8M | 1.3% | −$4.22M | Cut−$4.5M |
| Liveramp Hldgs Inc | — | 514.6K | $13.6M | 1.3% | −$1.47M | Cut−$1.77M |
| Integer Hldgs Corp | — | 152.1K | $13.4M | 1.3% | $1.46M | Cut−$3.99M |
| Franklin Elec Inc | — | 141.8K | $13.1M | 1.3% | −$476.5K | Cut−$853.6K |
| Ollies Bargain Outlet Hldgs | — | 133.2K | $12.3M | 1.2% | −$2.04M | Added−$451.5K |
| Boot Barn Hldgs Inc | — | 82.1K | $12M | 1.2% | −$2.47M | Cut−$6.66M |
| Mercantile Bk Corp | — | 224.6K | $11.3M | 1.1% | $539.1K | Cut$220.4K |
| Enovis CORP | ENOV | 495.1K | $11.3M | 1.1% | −$1.93M | Cut−$2.8M |
| Amn Healthcare Svcs Inc | — | 598.5K | $11M | 1.1% | $981.8K | Added$4.98M |
| Cass Information Sys Inc | — | 248.9K | $11M | 1.1% | $622.3K | Cut$311.2K |
| Gulfport Energy Corp | GPOR | 51.3K | $10.8M | 1.1% | — | New |
| Preformed Line Prods Co | — | 39.4K | $10.7M | 1.0% | — | New |
| Interparfums Inc | IPAR | 114.1K | $10.4M | 1.0% | $685.7K | Cut$582.4K |
| Kforce Inc | KFRC | 351.8K | $10.3M | 1.0% | −$591.1K | Cut−$1.39M |
| NETSTREIT Corp. | NTST | 540.2K | $10.2M | 1.0% | $642.8K | Cut−$2.63M |
| Mcgrath Rentcorp | MGRC | 85.8K | $9.46M | 0.9% | $459.1K | Cut$400.6K |
| Qualys, Inc. | QLYS | 103.2K | $9.06M | 0.9% | −$252.1K | Added$8.32M |
| Frontdoor, Inc. | FTDR | 167.4K | $8.85M | 0.9% | — | New |
| Conmed Corp | CNMD | 249K | $8.8M | 0.9% | −$1.3M | Cut−$2.11M |
| Blackbaud Inc | BLKB | 227.3K | $8.78M | 0.9% | −$5.62M | Cut−$6.78M |
| The Baldwin Insurance Grp In | — | 368.4K | $8.08M | 0.8% | −$769.9K | Cut−$1.01M |
| Simulations Plus, Inc. | SLP | 548.4K | $6.48M | 0.6% | −$3.34M | Added−$3.01M |
| Nvidia Corp | NVDA | 21.1K | $3.68M | 0.4% | −$255.2K | Cut−$346.6K |
| Apple Inc. | AAPL | 12.9K | $3.28M | 0.3% | −$233.6K | Cut−$315.1K |
| Alphabet Inc | — | 9.35K | $2.68M | 0.3% | −$251.9K | Cut−$438.6K |
| Microsoft Corp | MSFT | 6.42K | $2.37M | 0.2% | −$727.8K | Cut−$802.7K |
| Amazon Com Inc | AMZN | 8.84K | $1.84M | 0.2% | −$199.2K | Cut−$244.2K |
| Burlington Stores, Inc. | BURL | 4.83K | $1.57M | 0.2% | $176.5K | Cut−$30.3K |
| Broadcom Inc. | AVGO | 4.95K | $1.53M | 0.1% | −$177.5K | Added−$146.5K |
| Meta Platforms, Inc. | META | 2.34K | $1.34M | 0.1% | −$195.3K | Added−$126.6K |
| Onto Innovation Inc. | ONTO | 6.27K | $1.29M | 0.1% | $296K | Cut$180.6K |
| Caci Intl Inc | — | 2.35K | $1.28M | 0.1% | $25.7K | Added$38.2K |
| Permian Resources Corp | PR | 56.7K | $1.21M | 0.1% | $413.1K | Cut$170.1K |
| Markel Group Inc. | MKL | 609 | $1.17M | 0.1% | −$142.1K | Added−$130.6K |
| Stifel Finl Corp | — | 15.7K | $1.16M | 0.1% | −$532.1K | Added−$137K |
| Southstate Bk Corp | — | 11.8K | $1.09M | 0.1% | −$18.5K | Added−$7.5K |
| Lamar Advertising Co/New | LAMR | 8.54K | $1.08M | 0.1% | $676 | Added$11.7K |
| Jpmorgan Chase & Co. | — | 3.57K | $1.05M | 0.1% | −$100.2K | Cut−$132.4K |
| Ptc Inc. | PTC | 7.17K | $1.02M | 0.1% | −$206K | Added−$110K |
| Tetra Tech Inc New | — | 32.6K | $981.9K | 0.1% | −$110.2K | Added−$99.3K |
| Carlisle Cos Inc | — | 2.94K | $980.2K | 0.1% | $40K | Added$50K |
| Exxon Mobil Corp | — | 5.67K | $962.8K | 0.1% | $279.9K | Cut$261.8K |
| Caseys Gen Stores Inc | — | 1.31K | $956.4K | 0.1% | $230.1K | Cut−$23.5K |
| Eli Lilly & Co | LLY | 1.01K | $929K | 0.1% | −$156.5K | Cut−$183.3K |
| Lincoln Elec Hldgs Inc | — | 3.61K | $899.4K | 0.1% | $33.7K | Added$42.7K |
| Jones Lang Lasalle Inc | JLL | 2.77K | $842.1K | 0.1% | −$89K | Cut−$138.4K |
| Revvity, Inc. | RVTY | 9.55K | $836.9K | 0.1% | −$86.4K | Added−$78K |
| RTX Corp | RTX | 4.24K | $817.3K | 0.1% | $40.3K | Cut$21.9K |
| Rpm Intl Inc | — | 8.19K | $814.5K | 0.1% | −$37.3K | Added−$29K |
| Aaon, Inc. | AAON | 9.78K | $809.5K | 0.1% | $56.2K | Added$150.1K |
| Agree Rlty Corp | — | 10.6K | $797.1K | 0.1% | $35.1K | Added$43.1K |
| Tesla, Inc. | TSLA | 2.12K | $788.1K | 0.1% | −$165.3K | Cut−$172K |
| Tractor Supply Co | — | 17.3K | $784.6K | 0.1% | −$80.8K | Added−$73K |
| Broadridge Finl Solutions In | — | 4.82K | $782.7K | 0.1% | −$236K | Added−$85K |
| Wyndham Hotels & Resorts, Inc. | WH | 9.09K | $738.4K | 0.1% | $51K | Added$58.5K |
| Mastercard Inc | MA | 1.42K | $709.5K | 0.1% | −$101.1K | Cut−$121.1K |
| Eastgroup Pptys Inc | — | 3.79K | $701.5K | 0.1% | $26.1K | Added$33.3K |
| Walmart Inc. | WMT | 5.61K | $696.6K | 0.1% | $72.1K | Cut$63.2K |
| Reliance, Inc. | RS | 2.27K | $688.4K | 0.1% | $33.7K | Added$40.7K |
| Dynatrace, Inc. | DT | 17.9K | $660.2K | 0.1% | −$90.2K | Added$45.5K |
| Cullen Frost Bankers Inc | — | 4.8K | $658.1K | 0.1% | $50.2K | Cut−$276.2K |
| Manhattan Associates Inc | MANH | 4.92K | $654.7K | 0.1% | −$160.3K | Added−$36.5K |
| Icon Plc | ICLR | 5.83K | $644.8K | 0.1% | −$412.8K | Added−$406.2K |
| Ryan Specialty Holdings, Inc. | RYAN | 18.8K | $634.1K | 0.1% | — | New |
| Costco Whsl Corp New | — | 630 | $627.8K | 0.1% | $76.4K | Added$136.2K |
| Aptargroup, Inc. | ATR | 4.94K | $622.2K | 0.1% | — | New |
| Csx Corp | CSX | 15.1K | $619.9K | 0.1% | $72.5K | Cut$61.6K |
| AbbVie Inc. | ABBV | 2.81K | $610.1K | 0.1% | −$30.9K | Cut−$42.3K |
| Topbuild Corp | — | 1.68K | $589.1K | 0.1% | −$104.5K | Added−$72.5K |
| Nexstar Media Group, Inc. | NXST | 3.22K | $582.3K | 0.1% | −$71.5K | Cut−$182.8K |
| Wells Fargo Co New | — | 7.28K | $579.6K | 0.1% | −$98.9K | Cut−$115.2K |
| Robert Half Inc. | RHI | 22.6K | $573.5K | 0.1% | −$39.3K | Added−$33.5K |
| Dominos Pizza Inc | DPZ | 1.6K | $573.3K | 0.1% | −$91.8K | Added−$86.1K |
| Umb Finl Corp | — | 5.07K | $572.1K | 0.1% | −$11.4K | Cut−$14.3M |
| Amgen Inc | AMGN | 1.6K | $564.7K | 0.1% | $39.4K | Cut$29.6K |
| Chubb Limited | — | 1.71K | $555.7K | 0.1% | $23.5K | Cut$14.2K |
| Mastec Inc | MTZ | 1.72K | $551.8K | 0.1% | $179K | Cut−$24.2K |
| Ametek Inc/ | AME | 2.53K | $542.3K | 0.1% | $22.9K | Cut$10.6K |
| Schwab Charles Corp | — | 5.65K | $531K | 0.1% | −$33.5K | Cut−$41.5K |
| Waste Mgmt Inc Del | — | 2.29K | $526.2K | 0.1% | $23.1K | Cut$11K |
| Coca Cola Co | KO | 6.77K | $514.9K | 0.1% | $36.7K | Added$97.5K |
| Morgan Stanley | — | 3.08K | $506.9K | 0.0% | −$39.9K | Cut−$50.6K |
| Amphenol Corp New | — | 3.98K | $503.5K | 0.0% | −$35K | Cut−$55.3K |
| Cme Group Inc. | CME | 1.68K | $494.7K | 0.0% | $37.3K | Cut$27.7K |
| Oracle Corp | — | 3.36K | $494.3K | 0.0% | −$160.6K | Held |
| Mueller Wtr Prods Inc | — | 17.8K | $489.3K | 0.0% | $65.3K | Cut$62.9K |
| Nextera Energy Inc | — | 5.26K | $488.5K | 0.0% | $66.3K | Cut$61.5K |
| Corning Inc | — | 3.49K | $474.5K | 0.0% | $169K | Cut−$4.42K |
| Bank New York Mellon Corp | — | 3.98K | $471.6K | 0.0% | $10.1K | Cut$1.39K |
| Linde Plc | LIN | 930 | $461.1K | 0.0% | $64.5K | Cut$53.9K |
| Home Depot, Inc. | HD | 1.39K | $455.5K | 0.0% | −$21.1K | Cut−$33.1K |
| Arista Networks, Inc. | ANET | 3.63K | $445.7K | 0.0% | −$29.9K | Cut−$47K |
| United Therapeutics Corp Del | — | 730 | $432.9K | 0.0% | $77.2K | Cut$62.6K |
| Southern Co | — | 4.47K | $431.9K | 0.0% | $35.6K | Added$98.4K |
| Monolithic Pwr Sys Inc | — | 390 | $426.4K | 0.0% | $72.9K | Held |
| Thermo Fisher Scientific Inc. | TMO | 865 | $425.2K | 0.0% | −$76.1K | Cut−$81.8K |
| Abbott Labs | ABT | 4.13K | $423.5K | 0.0% | −$93.3K | Cut−$102.7K |
| Microchip Technology Inc. | — | 6.41K | $413.8K | 0.0% | $5.7K | Cut−$2.58K |
| American Tower Corp New | — | 2.35K | $404.7K | 0.0% | −$6.05K | Added$49.2K |
| Napco Sec Technologies Inc | — | 10.2K | $403.7K | 0.0% | −$23.7K | Cut−$36.2K |
| Eog Res Inc | — | 2.73K | $394K | 0.0% | $107.8K | Cut$103.6K |
| Phillips 66 | PSX | 2.15K | $392.6K | 0.0% | $114.5K | Cut$108.1K |
| Edwards Lifesciences Corp | EW | 4.89K | $391.6K | 0.0% | −$25.3K | Cut−$36.4K |
| Cintas Corp | CTAS | 2.31K | $390.7K | 0.0% | −$43.7K | Cut−$56.9K |
| Nvent Electric Plc | NVT | 3.3K | $390.3K | 0.0% | — | New |
| Diamondback Energy, Inc. | FANG | 1.88K | $371.8K | 0.0% | $89.2K | Held |
| Atmos Energy Corp | ATO | 2K | $368.5K | 0.0% | $29.1K | Added$82.7K |
| First Indl Rlty Tr Inc | — | 6.32K | $365.6K | 0.0% | $3.67K | Cut$802 |
| Kennametal Inc | KMT | 10K | $361.3K | 0.0% | — | New |
| Moodys Corp | — | 800 | $349K | 0.0% | −$59.7K | Cut−$69.9K |
| Sun Cmntys Inc | — | 2.71K | $341.4K | 0.0% | $4.57K | Added$65K |
| First Amern Finl Corp | — | 5.63K | $339.1K | 0.0% | −$6.47K | Cut−$12K |
| Fair Isaac Corp | FICO | 312 | $333.1K | 0.0% | −$141.4K | Added−$50.7K |
| Booking Holdings Inc. | BKNG | 79 | $332.6K | 0.0% | −$90.5K | Cut−$95.8K |
| Royal Caribbean Group | — | 1.19K | $326.1K | 0.0% | −$4.43K | Cut−$11.4K |
| Dollar Gen Corp New | — | 2.59K | $307.5K | 0.0% | −$36.4K | Held |
| Church & Dwight Co Inc | — | 3.09K | $288.4K | 0.0% | $29.3K | Cut$25.1K |
| Oreilly Automotive Inc | — | 3.07K | $283.4K | 0.0% | $3.38K | Cut−$2.1K |
| Texas Roadhouse, Inc. | TXRH | 1.72K | $283.2K | 0.0% | −$1.47K | Cut−$6.46K |
| Mirion Technologies, Inc. | MIR | 14.8K | $275.1K | 0.0% | −$71.5K | Held |
| T-Mobile Us Inc | — | 1.3K | $274.1K | 0.0% | $9.12K | Cut$3.03K |
| SharkNinja, Inc. | SN | 2.57K | $272.2K | 0.0% | −$15.4K | Cut−$22.1K |
| Ufp Technologies Inc | UFPT | 1.23K | $237.2K | 0.0% | −$34.8K | Held |
| Nicolet Bankshares Inc | NIC | 1.55K | $230.4K | 0.0% | — | New |
| Equitable Hldgs Inc | — | 6.13K | $227.7K | 0.0% | −$64.7K | Cut−$68.5K |
| Purecycle Technologies Inc | — | 24.3K | $125.9K | 0.0% | −$82.5K | Cut−$88.5K |
| First Horizon Shs | — | 72.8K | $17 | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.