Riverwater Partners

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

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Portfolio Holdings for Riverwater Partners

Riverwater Partners holds 213 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Trust For Professional Man Convergence Lng (CLSE) 4.9 $15M 525k 28.14
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American Centy Etf Tr Avantis Responsi (AVSE) 2.9 $8.8M +5% 133k 66.57
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Ishares Tr Core S&p500 Etf (IVV) 2.9 $8.7M +26% 13k 653.22
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Adeia (ADEA) 2.4 $7.1M +20% 296k 24.03
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Grand Canyon Education (LOPE) 1.9 $5.8M +3% 34k 170.03
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American Centy Etf Tr Avantis Responsi (AVSD) 1.9 $5.6M +8% 76k 73.65
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Veeco Instruments (VECO) 1.8 $5.5M +7% 161k 33.86
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Ishares Tr Eafe Value Etf (EFV) 1.8 $5.4M 72k 74.35
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Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 1.6 $4.7M +15% 58k 80.06
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Limoneira Company (LMNR) 1.5 $4.4M +25% 329k 13.42
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Quest Diagnostics Incorporated (DGX) 1.4 $4.1M +33% 21k 195.98
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AZZ Incorporated (AZZ) 1.2 $3.7M +52% 30k 125.13
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Stonex Group (SNEX) 1.2 $3.7M +57% 46k 80.65
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.7M -5% 13k 287.56
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InterDigital (IDCC) 1.2 $3.6M +4% 12k 302.01
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.2 $3.5M +39% 35k 100.66
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Tecnoglass Ord Shs (TGLS) 1.1 $3.4M +22% 77k 44.55
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National Retail Properties (NNN) 1.1 $3.3M +96% 79k 42.03
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Goldman Sachs Physical Gold Unit (AAAU) 1.1 $3.3M +18% 72k 46.19
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Everus Constr Group (ECG) 1.1 $3.2M +4% 27k 118.06
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Cullen/Frost Bankers (CFR) 1.1 $3.2M +51% 23k 137.08
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Plexus (PLXS) 1.0 $3.1M -14% 15k 202.54
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MDU Resources (MDU) 1.0 $3.0M +48% 147k 20.72
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Atmus Filtration Technologies Ord (ATMU) 1.0 $3.0M +4% 53k 56.77
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Jones Lang LaSalle Incorporated (JLL) 1.0 $3.0M +51% 9.8k 304.32
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Kodiak Gas Svcs (KGS) 1.0 $3.0M +51% 51k 58.32
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.0 $3.0M NEW 62k 47.55
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Methanex Corp (MEOH) 0.9 $2.8M NEW 47k 59.54
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Microsoft Corporation (MSFT) 0.9 $2.8M +2% 7.5k 370.17
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Modine Manufacturing (MOD) 0.9 $2.8M -22% 13k 216.71
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Pinnacle West Capital Corporation (PNW) 0.9 $2.7M +45% 27k 100.75
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ICF International (ICFI) 0.9 $2.7M +26% 41k 65.29
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Exelixis (EXEL) 0.9 $2.7M +2% 62k 42.89
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Pinnacle Finl Partners (PNFP) 0.9 $2.6M NEW 30k 86.14
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Range Resources (RRC) 0.9 $2.6M +57% 58k 45.18
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Jack Henry & Associates (JKHY) 0.9 $2.6M NEW 17k 158.04
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Haemonetics Corporation (HAE) 0.9 $2.6M +48% 46k 56.36
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Digi International (DGII) 0.9 $2.6M +41% 53k 48.20
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Kraneshares Trust Global Carb Stra (KRBN) 0.8 $2.5M -7% 85k 29.69
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LeMaitre Vascular (LMAT) 0.8 $2.4M +4% 22k 109.17
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Griffon Corporation (GFF) 0.8 $2.4M +113% 33k 72.68
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Preformed Line Products Company (PLPC) 0.8 $2.4M +58% 8.8k 270.75
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Antero Midstream Corp antero midstream (AM) 0.8 $2.3M +47% 100k 22.80
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Palomar Hldgs (PLMR) 0.8 $2.3M +4% 19k 119.50
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Louisiana-Pacific Corporation (LPX) 0.8 $2.3M +45% 31k 72.75
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Npk International Com Shs (NPKI) 0.7 $2.2M 155k 14.49
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Chesapeake Utilities Corporation (CPK) 0.7 $2.2M +4% 18k 126.37
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Talkspace (TALK) 0.7 $2.2M NEW 424k 5.17
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Valmont Industries (VMI) 0.7 $2.2M +48% 5.5k 399.60
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Cnx Resources Corporation (CNX) 0.7 $2.1M +4% 55k 38.55
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Apple (AAPL) 0.7 $2.1M +10% 8.2k 253.79
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Skyward Specialty Insurance Gr (SKWD) 0.7 $2.1M +48% 48k 43.68
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $2.1M NEW 26k 80.58
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Charles Schwab Corporation (SCHW) 0.7 $2.0M 22k 93.98
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AtriCure (ATRC) 0.7 $2.0M +16% 71k 28.53
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Sprouts Fmrs Mkt (SFM) 0.7 $2.0M NEW 25k 77.13
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Black Hills Corporation (BKH) 0.6 $1.9M -32% 28k 69.41
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NVIDIA Corporation (NVDA) 0.6 $1.9M +8% 11k 174.40
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Cabot Corporation (CBT) 0.6 $1.8M +4% 25k 75.31
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Belden (BDC) 0.6 $1.8M +4% 16k 114.83
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Merit Medical Systems (MMSI) 0.6 $1.8M +4% 26k 68.93
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Stifel Financial (SF) 0.6 $1.7M +122% 23k 73.92
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Dick's Sporting Goods (DKS) 0.6 $1.7M NEW 8.6k 198.29
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Ishares Core Msci Emkt (IEMG) 0.6 $1.7M -3% 24k 69.75
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Cushman And Wakefield Common Shares (CWK) 0.5 $1.6M NEW 134k 12.26
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Perella Weinberg Partners Class A Com (PWP) 0.5 $1.6M NEW 90k 18.16
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Charles River Laboratories (CRL) 0.5 $1.6M NEW 9.3k 172.50
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Msa Safety Inc equity (MSA) 0.5 $1.6M +36% 9.7k 163.94
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Coastal Finl Corp Wa Com New (CCB) 0.5 $1.5M -31% 20k 76.10
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Amazon (AMZN) 0.5 $1.5M +7% 7.1k 208.27
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Allot SHS (ALLT) 0.5 $1.5M +31% 221k 6.66
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Bj's Wholesale Club Holdings (BJ) 0.5 $1.5M +39% 15k 98.42
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Visa Com Cl A (V) 0.5 $1.5M -2% 4.8k 302.24
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.4M +3% 3.0k 479.20
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Ea Series Trust Cambria Us Equal (USEW) 0.5 $1.4M NEW 29k 48.88
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Provident Financial Services (PFS) 0.5 $1.4M +4% 67k 21.16
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NetScout Systems (NTCT) 0.4 $1.3M NEW 42k 31.79
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Century Aluminum Company (CENX) 0.4 $1.3M NEW 23k 58.69
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M -10% 4.6k 286.86
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Worthington Industries (WOR) 0.4 $1.3M +4% 25k 52.14
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Aramark Hldgs (ARMK) 0.4 $1.2M 30k 40.54
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Thermo Fisher Scientific (TMO) 0.4 $1.2M +2% 2.4k 491.53
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Danaher Corporation (DHR) 0.4 $1.2M +9% 6.1k 189.60
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Leggett & Platt (LEG) 0.4 $1.2M NEW 117k 9.88
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Tidal Trust Iii Affordable Hous (OWNS) 0.4 $1.1M +10% 65k 17.34
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PNC Financial Services (PNC) 0.4 $1.1M +68% 5.3k 208.09
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Knife River Corp Common Stock (KNF) 0.4 $1.1M +4% 13k 81.65
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Eli Lilly & Co. (LLY) 0.4 $1.1M -17% 1.2k 919.77
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Broadcom (AVGO) 0.3 $993k +29% 3.2k 309.51
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Crocs (CROX) 0.3 $992k +48% 12k 83.02
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Warby Parker Cl A Com (WRBY) 0.3 $985k -34% 47k 21.07
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Booking Holdings (BKNG) 0.3 $935k +29% 222.00 4210.32
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $923k +29% 4.7k 198.29
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $896k +6% 8.8k 102.25
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Progressive Corporation (PGR) 0.3 $869k +25% 4.4k 198.24
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Intuit (INTU) 0.3 $865k +245% 2.0k 432.38
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Canada Goose Hldgs Shs Sub Vtg (GOOS) 0.3 $849k NEW 77k 10.97
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $845k 6.0k 141.41
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Ferguson Enterprises Common Stock New (FERG) 0.3 $838k 3.6k 233.26
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Linde SHS (LIN) 0.3 $830k +2% 1.7k 495.76
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Agnico (AEM) 0.3 $812k 4.0k 202.98
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Costco Wholesale Corporation (COST) 0.3 $795k +4% 798.00 996.43
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Nextera Energy (NEE) 0.3 $785k 8.5k 92.88
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Interface (TILE) 0.3 $784k NEW 31k 24.92
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Avery Dennison Corporation (AVY) 0.2 $741k 4.3k 172.68
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Mastercard Incorporated Cl A (MA) 0.2 $738k +10% 1.5k 499.66
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Capital One Financial (COF) 0.2 $735k 4.0k 182.43
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Ecolab (ECL) 0.2 $727k -4% 2.7k 266.02
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TJX Companies (TJX) 0.2 $724k 4.5k 159.70
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UnitedHealth (UNH) 0.2 $711k +6% 2.6k 270.59
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Intercontinental Exchange (ICE) 0.2 $694k 4.4k 157.28
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Carrier Global Corporation (CARR) 0.2 $689k 12k 56.31
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Becton, Dickinson and (BDX) 0.2 $687k +24% 4.4k 157.23
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Phillips 66 (PSX) 0.2 $659k 3.6k 182.17
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JPMorgan Chase & Co. (JPM) 0.2 $652k 2.2k 294.16
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $651k 4.7k 138.33
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Unilever Spon Adr New (UL) 0.2 $651k 11k 56.97
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Corning Incorporated (GLW) 0.2 $620k -44% 4.6k 135.97
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Meta Platforms Cl A (META) 0.2 $607k +13% 1.1k 572.13
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Cdw (CDW) 0.2 $603k +57% 5.0k 121.02
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Amrize SHS (AMRZ) 0.2 $577k 10k 56.02
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Keysight Technologies (KEYS) 0.2 $576k 2.0k 282.37
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L3harris Technologies (LHX) 0.2 $575k 1.7k 345.15
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $565k 6.2k 90.53
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Amphenol Corp Cl A (APH) 0.2 $555k -2% 4.4k 126.35
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EOG Resources (EOG) 0.2 $535k +58% 3.7k 144.57
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Equifax (EFX) 0.2 $529k +112% 2.9k 180.07
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Allegion Ord Shs (ALLE) 0.2 $525k +14% 3.6k 145.29
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Analog Devices (ADI) 0.2 $518k 1.6k 318.14
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $503k 381.00 1320.83
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EQT Corporation (EQT) 0.2 $503k +20% 7.9k 63.64
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Masco Corporation (MAS) 0.2 $494k 8.2k 60.37
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Arch Cap Group Ord (ACGL) 0.2 $493k +46% 5.1k 95.99
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Texas Instruments Incorporated (TXN) 0.2 $492k +3% 2.5k 194.14
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Verisk Analytics (VRSK) 0.2 $484k +8% 2.6k 189.75
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.2 $473k -14% 17k 27.40
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Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.2 $472k 9.2k 51.03
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SYSCO Corporation (SYY) 0.2 $465k 6.5k 71.33
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Carlisle Companies (CSL) 0.2 $457k 1.4k 333.62
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Steris Shs Usd (STE) 0.2 $454k 2.1k 221.13
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Paccar (PCAR) 0.1 $438k 3.8k 115.50
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Te Connectivity Ord Shs (TEL) 0.1 $422k 2.0k 209.02
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Dollar Tree (DLTR) 0.1 $409k 3.7k 109.51
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White Mountains Insurance Gp (WTM) 0.1 $404k -3% 184.00 2196.96
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Exxon Mobil Corporation (XOM) 0.1 $403k +3% 2.4k 169.66
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Union Pacific Corporation (UNP) 0.1 $397k 1.6k 242.63
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Hologic 0.1 $391k 5.2k 75.59
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Zoetis Cl A (ZTS) 0.1 $383k +9% 3.2k 118.21
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Verisign (VRSN) 0.1 $383k +31% 1.5k 248.36
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Ishares Tr Esg Aware Msci (ESML) 0.1 $376k 8.0k 47.02
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Firstcash Holdings (FCFS) 0.1 $375k +24% 2.0k 188.00
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Primerica (PRI) 0.1 $373k +10% 1.5k 250.48
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Exelon Corporation (EXC) 0.1 $365k 7.4k 49.02
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S&p Global (SPGI) 0.1 $363k -4% 854.00 425.34
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Zions Bancorporation (ZION) 0.1 $359k -3% 6.2k 57.62
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $350k 1.1k 320.81
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Valvoline Inc Common (VVV) 0.1 $349k -2% 10k 33.68
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Fresenius Medical Care Sponsored Adr (FMS) 0.1 $345k 15k 22.56
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Aptar (ATR) 0.1 $344k -2% 2.7k 126.02
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Lauder Estee Cos Cl A (EL) 0.1 $344k 4.8k 71.77
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Gates Indl Corp Ord Shs (GTES) 0.1 $334k 15k 22.61
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Arrow Electronics (ARW) 0.1 $322k -14% 2.2k 143.41
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Fortinet (FTNT) 0.1 $319k NEW 3.9k 81.72
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $316k +6% 6.9k 45.50
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FTI Consulting (FCN) 0.1 $314k NEW 1.8k 176.77
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Agilent Technologies Inc C ommon (A) 0.1 $313k 2.7k 113.98
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Qualcomm (QCOM) 0.1 $311k 2.4k 128.78
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Onemain Holdings (OMF) 0.1 $310k -3% 5.8k 53.49
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Cameco Corporation (CCJ) 0.1 $308k -55% 2.8k 108.61
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Henry Schein (HSIC) 0.1 $308k -13% 4.2k 73.70
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Constellation Energy (CEG) 0.1 $305k 1.1k 279.25
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $298k 997.00 298.85
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Tesla Motors (TSLA) 0.1 $297k +9% 798.00 371.75
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First Solar (FSLR) 0.1 $292k 1.5k 197.26
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Nike CL B (NKE) 0.1 $291k +2% 5.5k 52.82
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Cavco Industries (CVCO) 0.1 $289k +40% 596.00 484.29
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Diamondback Energy (FANG) 0.1 $287k 1.5k 197.79
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Home Depot (HD) 0.1 $285k -9% 865.00 328.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $280k NEW 468.00 597.19
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Arista Networks Com Shs (ANET) 0.1 $277k 2.3k 122.78
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Core & Main Cl A (CNM) 0.1 $273k -3% 5.5k 49.40
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Insight Enterprises (NSIT) 0.1 $272k +42% 4.1k 67.01
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Marsh & McLennan Companies (MRSH) 0.1 $269k -21% 1.6k 173.45
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American Tower Reit (AMT) 0.1 $268k 1.6k 172.58
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Donaldson Company (DCI) 0.1 $260k -37% 3.1k 84.87
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Hayward Hldgs (HAYW) 0.1 $260k -2% 19k 13.38
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Huron Consulting (HURN) 0.1 $257k NEW 2.0k 127.49
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Mueller Wtr Prods Com Ser A (MWA) 0.1 $256k NEW 9.3k 27.49
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Xylem (XYL) 0.1 $256k +8% 2.1k 119.50
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Blackrock (BLK) 0.1 $254k +2% 264.00 961.71
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Johnson & Johnson (JNJ) 0.1 $253k +6% 1.0k 244.44
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Chevron Corporation (CVX) 0.1 $253k NEW 1.2k 206.90
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Universal Technical Institute (UTI) 0.1 $252k -24% 7.0k 36.10
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Houlihan Lokey Cl A (HLI) 0.1 $252k +20% 1.8k 143.62
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Cbre Group Cl A (CBRE) 0.1 $250k NEW 1.8k 135.46
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Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.1 $246k 4.9k 50.61
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Wal-Mart Stores (WMT) 0.1 $244k NEW 2.0k 124.28
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $243k 3.6k 68.47
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Cabot Oil & Gas Corporation (CTRA) 0.1 $241k NEW 6.9k 35.14
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $238k 9.5k 25.10
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Owens Corning (OC) 0.1 $235k 2.2k 108.22
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $234k NEW 525.00 446.54
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Mamamancini's Holdings (MAMA) 0.1 $234k 15k 15.33
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American Electric Power Company (AEP) 0.1 $231k 1.8k 131.09
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ExlService Holdings (EXLS) 0.1 $231k +40% 7.6k 30.45
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Iradimed (IRMD) 0.1 $220k -25% 2.3k 96.26
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Globus Med Cl A (GMED) 0.1 $208k 2.4k 86.16
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $206k +5% 2.3k 90.94
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Otis Worldwide Corp (OTIS) 0.1 $203k 2.6k 77.08
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Powerfleet (AIOT) 0.1 $177k +200% 58k 3.08
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Abeona Therapeutics Com New (ABEO) 0.0 $85k 19k 4.48
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American Vanguard (AVD) 0.0 $61k +23% 25k 2.49
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Uranium Royalty Corp (UROY) 0.0 $46k -4% 13k 3.65
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Past Filings by Riverwater Partners

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

View all past filings