Riverwater Partners

Latest statistics and disclosures from Riverwater Partners's latest quarterly 13F-HR filing:

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Positions held by Riverwater Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Riverwater Partners

Riverwater Partners holds 212 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Trust For Professional Man Convergence Lng (CLSE) 5.5 $14M 516k 27.33
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American Centy Etf Tr Avantis Responsi (AVSE) 3.2 $8.1M +6% 125k 64.97
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Ishares Tr Core S&p500 Etf (IVV) 2.8 $7.3M +80% 11k 684.93
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Grand Canyon Education (LOPE) 2.1 $5.4M +8% 33k 166.31
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American Centy Etf Tr Avantis Responsi (AVSD) 2.0 $5.2M +25% 70k 74.26
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Ishares Tr Eafe Value Etf (EFV) 2.0 $5.2M 72k 71.41
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Veeco Instruments (VECO) 1.7 $4.3M +10% 150k 28.83
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Adeia (ADEA) 1.6 $4.3M +79% 247k 17.25
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $4.2M -2% 14k 313.00
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Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 1.6 $4.2M +35% 50k 84.24
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InterDigital (IDCC) 1.4 $3.7M +11% 12k 318.38
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Microsoft Corporation (MSFT) 1.4 $3.5M +4% 7.3k 483.62
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Coastal Finl Corp Wa Com New (CCB) 1.3 $3.4M 30k 114.59
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Limoneira Company (LMNR) 1.3 $3.3M +7% 261k 12.62
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Kraneshares Trust Global Carb Stra (KRBN) 1.3 $3.2M +3% 92k 35.40
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Tecnoglass Ord Shs (TGLS) 1.2 $3.1M +7% 63k 50.32
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Black Hills Corporation (BKH) 1.1 $2.9M 42k 69.42
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Putnam Etf Trust Esg Core Bond (PCRB) 1.1 $2.8M +2% 58k 49.31
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ICF International (ICFI) 1.1 $2.8M +7% 33k 85.30
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Stonex Group (SNEX) 1.1 $2.8M 29k 95.13
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Quest Diagnostics Incorporated (DGX) 1.1 $2.7M +15% 16k 173.53
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Exelixis (EXEL) 1.0 $2.7M +21% 61k 43.83
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Atmus Filtration Technologies Ord (ATMU) 1.0 $2.6M 51k 51.91
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Plexus (PLXS) 1.0 $2.6M -7% 18k 147.00
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Goldman Sachs Physical Gold Unit (AAAU) 1.0 $2.6M +12% 60k 42.55
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.0 $2.5M -9% 25k 100.38
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Haemonetics Corporation (HAE) 1.0 $2.5M +20% 31k 80.15
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Palomar Hldgs (PLMR) 0.9 $2.4M 18k 134.76
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AtriCure (ATRC) 0.9 $2.4M 60k 39.56
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Everus Constr Group (ECG) 0.9 $2.2M +5% 26k 85.56
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Modine Manufacturing (MOD) 0.9 $2.2M 17k 133.51
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Jones Lang LaSalle Incorporated (JLL) 0.8 $2.2M +22% 6.5k 336.47
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Merit Medical Systems (MMSI) 0.8 $2.2M 25k 88.14
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Charles Schwab Corporation (SCHW) 0.8 $2.2M 22k 99.91
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Chesapeake Utilities Corporation (CPK) 0.8 $2.1M -17% 17k 124.76
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AZZ Incorporated (AZZ) 0.8 $2.1M +22% 20k 107.18
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Apple (AAPL) 0.8 $2.0M -2% 7.5k 271.86
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MDU Resources (MDU) 0.8 $1.9M +21% 99k 19.52
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Cnx Resources Corporation (CNX) 0.7 $1.9M -34% 53k 36.77
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Cullen/Frost Bankers (CFR) 0.7 $1.9M +19% 15k 126.63
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Npk International Com Shs (NPKI) 0.7 $1.9M +306% 158k 11.92
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Synovus Finl Corp Com New (SNV) 0.7 $1.9M NEW 37k 50.05
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NVIDIA Corporation (NVDA) 0.7 $1.9M 9.9k 186.50
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Federal Agric Mtg Corp CL C (AGM) 0.7 $1.8M +47% 10k 175.57
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Belden (BDC) 0.7 $1.8M 15k 116.55
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Visa Com Cl A (V) 0.7 $1.7M -3% 4.9k 350.71
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LeMaitre Vascular (LMAT) 0.7 $1.7M 21k 81.10
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Louisiana-Pacific Corporation (LPX) 0.7 $1.7M +21% 21k 80.76
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Ishares Core Msci Emkt (IEMG) 0.7 $1.7M +176% 25k 67.22
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Allot SHS (ALLT) 0.6 $1.7M NEW 169k 9.83
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Pinnacle West Capital Corporation (PNW) 0.6 $1.7M +19% 19k 88.70
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Skyward Specialty Insurance Gr (SKWD) 0.6 $1.6M +21% 32k 51.11
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Digi International (DGII) 0.6 $1.6M 38k 43.29
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Western Alliance Bancorporation (WAL) 0.6 $1.6M +20% 19k 84.07
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Alphabet Cap Stk Cl C (GOOG) 0.6 $1.6M -5% 5.2k 313.80
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National Retail Properties (NNN) 0.6 $1.6M +19% 40k 39.63
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Amdocs SHS (DOX) 0.6 $1.6M +14% 20k 80.51
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Warby Parker Cl A Com (WRBY) 0.6 $1.6M +23% 72k 22.02
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Ciena Corp Com New (CIEN) 0.6 $1.6M -66% 6.7k 233.87
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Cabot Corporation (CBT) 0.6 $1.6M 23k 66.28
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Amazon (AMZN) 0.6 $1.5M -4% 6.7k 230.82
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Eli Lilly & Co. (LLY) 0.6 $1.5M 1.4k 1074.68
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Valmont Industries (VMI) 0.6 $1.5M +195% 3.7k 402.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 2.9k 502.65
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Lazard Ltd Shs -a - (LAZ) 0.6 $1.4M +70% 30k 48.56
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Thermo Fisher Scientific (TMO) 0.5 $1.3M +4% 2.3k 579.45
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Stifel Financial (SF) 0.5 $1.3M +20% 11k 125.22
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Tennant Company (TNC) 0.5 $1.3M -23% 18k 73.70
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Range Resources (RRC) 0.5 $1.3M +26% 37k 35.26
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Danaher Corporation (DHR) 0.5 $1.3M +8% 5.6k 228.92
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Provident Financial Services (PFS) 0.5 $1.3M 64k 19.75
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Kodiak Gas Svcs (KGS) 0.5 $1.2M NEW 33k 37.40
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Worthington Industries (WOR) 0.5 $1.2M 24k 51.91
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Antero Midstream Corp antero midstream (AM) 0.5 $1.2M +20% 68k 17.79
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Griffon Corporation (GFF) 0.4 $1.2M +21% 16k 73.65
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Uranium Energy (UEC) 0.4 $1.1M 97k 11.77
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Preformed Line Products Company (PLPC) 0.4 $1.1M +73% 5.5k 206.71
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Msa Safety Inc equity (MSA) 0.4 $1.1M +20% 7.1k 160.14
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Aramark Hldgs (ARMK) 0.4 $1.1M 31k 36.86
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Sunopta (STKL) 0.4 $1.1M 290k 3.80
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Bowhead Specialty Hldgs Com Shs (BOW) 0.4 $1.0M 37k 28.54
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Tidal Trust Iii Affordable Hous (OWNS) 0.4 $1.0M 59k 17.46
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Capital One Financial (COF) 0.4 $986k 4.1k 242.36
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $963k +156% 3.6k 268.30
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Bj's Wholesale Club Holdings (BJ) 0.4 $958k +16% 11k 90.03
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Booking Holdings (BKNG) 0.4 $916k 171.00 5355.33
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $888k 6.0k 148.98
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Knife River Corp Common Stock (KNF) 0.3 $883k 13k 70.35
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Broadcom (AVGO) 0.3 $858k +3% 2.5k 346.10
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $846k +132% 8.2k 102.54
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UnitedHealth (UNH) 0.3 $811k 2.5k 330.11
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Ferguson Enterprises Common Stock New (FERG) 0.3 $800k -21% 3.6k 222.63
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Progressive Corporation (PGR) 0.3 $796k -3% 3.5k 227.72
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Avery Dennison Corporation (AVY) 0.3 $780k 4.3k 181.88
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Mastercard Incorporated Cl A (MA) 0.3 $766k +4% 1.3k 570.88
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Ecolab (ECL) 0.3 $755k +2% 2.9k 262.52
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Unilever Spon Adr New (UL) 0.3 $749k NEW 12k 65.40
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Corning Incorporated (GLW) 0.3 $714k 8.2k 87.56
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Intercontinental Exchange (ICE) 0.3 $708k -3% 4.4k 161.96
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JPMorgan Chase & Co. (JPM) 0.3 $706k 2.2k 322.22
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Linde SHS (LIN) 0.3 $693k -4% 1.6k 426.39
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TJX Companies (TJX) 0.3 $692k 4.5k 153.61
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Crocs (CROX) 0.3 $691k +19% 8.1k 85.52
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Agnico (AEM) 0.3 $683k 4.0k 169.53
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Becton, Dickinson and (BDX) 0.3 $681k 3.5k 194.07
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Nextera Energy (NEE) 0.3 $674k 8.4k 80.28
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $664k +53% 4.7k 141.07
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Costco Wholesale Corporation (COST) 0.3 $661k 767.00 862.34
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PNC Financial Services (PNC) 0.3 $656k 3.1k 208.73
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Carrier Global Corporation (CARR) 0.2 $644k +13% 12k 52.84
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Meta Platforms Cl A (META) 0.2 $618k -6% 936.00 660.09
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Amphenol Corp Cl A (APH) 0.2 $611k 4.5k 135.14
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Cameco Corporation (CCJ) 0.2 $587k 6.4k 91.49
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $562k -5% 6.3k 89.46
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Amrize SHS (AMRZ) 0.2 $562k 10k 54.08
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Oracle Corporation (ORCL) 0.2 $548k -25% 2.8k 194.91
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.2 $547k 20k 27.08
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Verisk Analytics (VRSK) 0.2 $524k +63% 2.3k 223.69
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Steris Shs Usd (STE) 0.2 $524k -2% 2.1k 253.52
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Masco Corporation (MAS) 0.2 $521k 8.2k 63.46
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Lauder Estee Cos Cl A (EL) 0.2 $509k 4.9k 104.72
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Allegion Ord Shs (ALLE) 0.2 $501k +40% 3.1k 159.22
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L3harris Technologies (LHX) 0.2 $492k 1.7k 293.57
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SYSCO Corporation (SYY) 0.2 $480k 6.5k 73.69
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Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.2 $473k 9.2k 51.14
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S&p Global (SPGI) 0.2 $469k 898.00 522.59
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Phillips 66 (PSX) 0.2 $468k 3.6k 129.03
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CSX Corporation (CSX) 0.2 $465k -22% 13k 36.25
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Te Connectivity Ord Shs (TEL) 0.2 $460k -2% 2.0k 227.51
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Dollar Tree (DLTR) 0.2 $459k 3.7k 123.01
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Ishares Tr National Mun Etf (MUB) 0.2 $454k 4.2k 107.11
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Carlisle Companies (CSL) 0.2 $445k 1.4k 319.86
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Sony Group Corp Sponsored Adr (SONY) 0.2 $441k 17k 25.60
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Analog Devices (ADI) 0.2 $439k +3% 1.6k 271.20
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Donaldson Company (DCI) 0.2 $436k 4.9k 88.66
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Cdw (CDW) 0.2 $432k 3.2k 136.20
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Texas Instruments Incorporated (TXN) 0.2 $425k -3% 2.4k 173.49
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Paccar (PCAR) 0.2 $420k 3.8k 109.51
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $414k 387.00 1069.86
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Keysight Technologies (KEYS) 0.2 $413k 2.0k 203.19
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Qualcomm (QCOM) 0.2 $411k 2.4k 171.05
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Onemain Holdings (OMF) 0.2 $406k 6.0k 67.55
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White Mountains Insurance Gp (WTM) 0.2 $395k 190.00 2078.03
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First Solar (FSLR) 0.2 $390k 1.5k 261.23
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Morgan Stanley Com New (MS) 0.2 $388k 2.2k 177.53
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Hologic (HOLX) 0.1 $388k 5.2k 74.49
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Constellation Energy (CEG) 0.1 $384k 1.1k 353.27
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Intuit (INTU) 0.1 $384k -7% 579.00 662.42
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Zions Bancorporation (ZION) 0.1 $377k 6.4k 58.54
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Union Pacific Corporation (UNP) 0.1 $377k 1.6k 231.33
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Agilent Technologies Inc C ommon (A) 0.1 $372k 2.7k 136.07
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Zoetis Cl A (ZTS) 0.1 $371k +3% 2.9k 125.82
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Ishares Tr Esg Aware Msci (ESML) 0.1 $367k 8.0k 45.98
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Henry Schein (HSIC) 0.1 $366k 4.8k 75.58
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $366k 1.1k 335.27
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Marsh & McLennan Companies 0.1 $366k +33% 2.0k 185.52
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Fresenius Medical Care Sponsored Adr (FMS) 0.1 $365k 15k 23.82
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EQT Corporation (EQT) 0.1 $350k 6.5k 53.60
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Primerica (PRI) 0.1 $350k 1.4k 258.36
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Aptar (ATR) 0.1 $343k +16% 2.8k 121.96
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Nike CL B (NKE) 0.1 $341k NEW 5.4k 63.71
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Arch Cap Group Ord (ACGL) 0.1 $335k NEW 3.5k 95.92
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Home Depot (HD) 0.1 $329k +2% 956.00 344.10
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Tesla Motors (TSLA) 0.1 $329k +10% 731.00 449.72
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salesforce (CRM) 0.1 $326k NEW 1.2k 264.91
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Exelon Corporation (EXC) 0.1 $324k 7.4k 43.59
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SLB Com Stk (SLB) 0.1 $324k 8.4k 38.38
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Gates Indl Corp Ord Shs (GTES) 0.1 $323k 15k 21.47
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $318k -6% 1.0k 314.80
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Valvoline Inc Common (VVV) 0.1 $310k +13% 11k 29.06
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Hayward Hldgs (HAYW) 0.1 $309k +19% 20k 15.45
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Equifax (EFX) 0.1 $300k -33% 1.4k 216.98
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Core & Main Cl A (CNM) 0.1 $299k 5.8k 51.97
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Iradimed (IRMD) 0.1 $298k 3.1k 97.28
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Arista Networks Com Shs (ANET) 0.1 $295k 2.2k 131.03
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $295k +4% 6.5k 45.05
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Arrow Electronics (ARW) 0.1 $289k -22% 2.6k 110.18
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Verisign (VRSN) 0.1 $286k +2% 1.2k 242.95
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Exxon Mobil Corporation (XOM) 0.1 $277k +4% 2.3k 120.34
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Blackrock (BLK) 0.1 $275k -46% 257.00 1070.34
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Apollo Global Mgmt (APO) 0.1 $274k -2% 1.9k 144.76
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American Tower Reit (AMT) 0.1 $270k +3% 1.5k 175.57
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Xylem (XYL) 0.1 $269k 2.0k 136.18
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Houlihan Lokey Cl A (HLI) 0.1 $254k 1.5k 174.19
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Firstcash Holdings (FCFS) 0.1 $254k -37% 1.6k 159.38
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $252k 1.0k 242.82
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Cavco Industries (CVCO) 0.1 $251k +19% 425.00 590.74
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $248k 9.5k 26.23
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Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.1 $246k 4.9k 50.75
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Owens Corning (OC) 0.1 $245k -2% 2.2k 111.91
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EOG Resources (EOG) 0.1 $245k -2% 2.3k 105.01
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $241k 3.6k 67.13
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Universal Technical Institute (UTI) 0.1 $240k 9.2k 26.13
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Fortune Brands (FBIN) 0.1 $236k 4.7k 50.02
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Otis Worldwide Corp (OTIS) 0.1 $235k 2.7k 87.35
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Insight Enterprises (NSIT) 0.1 $232k 2.8k 81.47
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ExlService Holdings (EXLS) 0.1 $230k NEW 5.4k 42.44
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Boston Scientific Corporation (BSX) 0.1 $220k -20% 2.3k 95.35
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Ss&c Technologies Holding (SSNC) 0.1 $218k 2.5k 87.42
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Diamondback Energy (FANG) 0.1 $218k 1.4k 150.33
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Perdoceo Ed Corp (PRDO) 0.1 $217k 7.4k 29.33
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Mamamancini's Holdings (MAMA) 0.1 $211k 16k 13.63
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $210k +4% 2.2k 97.80
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $210k 988.00 212.07
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Globus Med Cl A (GMED) 0.1 $210k NEW 2.4k 87.31
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Crown Castle Intl (CCI) 0.1 $209k 2.3k 88.87
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American Electric Power Company (AEP) 0.1 $207k 1.8k 115.32
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Johnson & Johnson (JNJ) 0.1 $202k NEW 975.00 206.95
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Abeona Therapeutics Com New (ABEO) 0.0 $102k +22% 19k 5.27
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Powerfleet (AIOT) 0.0 $102k NEW 19k 5.32
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American Vanguard (AVD) 0.0 $76k 20k 3.82
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Uranium Royalty Corp (UROY) 0.0 $47k 13k 3.54
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Past Filings by Riverwater Partners

SEC 13F filings are viewable for Riverwater Partners going back to 2021