TRIBUTARY CAPITAL MANAGEMENT, LLC

TRIBUTARY CAPITAL MANAGEMENT, LLC (CIK 932381) is an SEC-registered fund company with 7 reporting fund series and $1.2B in net assets as of 2026-03-31.

Registrant

Fund series (7)

SeriesNet assets
TRIBUTARY SMALL COMPANY FUND$569.8M
TRIBUTARY SHORT-INTERMEDIATE BOND FUND$218.2M
TRIBUTARY INCOME FUND$172.5M
TRIBUTARY GROWTH OPPORTUNITIES FUND$116.6M
TRIBUTARY BALANCED FUND$78.6M
TRIBUTARY NEBRASKA TAX-FREE FUND$53.6M
TRIBUTARY SMALL/MID CAP FUND$28.6M

Largest reported holdings (across all series)

HoldingValue
US TREASURY N/B$20.0M
US TREASURY N/B$12.2M
US TREASURY N/B$12.2M
US TREASURY N/B$6.5M
SALESFORCE INC$2.5M
MARS INC$2.3M
CITIGROUP INC$2.3M
US BANCORP$2.3M
EXELON CORP$2.3M
JPMORGAN CHASE & CO$2.3M
TRUIST FINANCIAL CORP$2.3M
MORGAN STANLEY$2.2M
GOLDMAN SACHS GROUP INC$2.2M
ENERGY TRANSFER LP$2.2M
WSTN Trust$2.2M

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