Riverwater Partners as of Dec. 31, 2024
Portfolio Holdings for Riverwater Partners
Riverwater Partners holds 212 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Trust For Professional Man Convergence Lng (CLSE) | 6.3 | $13M | 566k | 22.91 | |
| Limoneira Company (LMNR) | 3.0 | $6.3M | 256k | 24.46 | |
| InterDigital (IDCC) | 2.7 | $5.6M | 29k | 193.72 | |
| Grand Canyon Education (LOPE) | 2.4 | $4.9M | 30k | 163.80 | |
| Tecnoglass Ord Shs (TGLS) | 2.4 | $4.9M | 62k | 79.32 | |
| Ishares Tr Eafe Value Etf (EFV) | 2.3 | $4.6M | 89k | 52.47 | |
| Cnx Resources Corporation (CNX) | 2.2 | $4.6M | 126k | 36.67 | |
| Haemonetics Corporation (HAE) | 1.9 | $3.9M | 50k | 78.08 | |
| Coastal Finl Corp Wa Com New (CCB) | 1.5 | $3.1M | 37k | 84.91 | |
| Iridium Communications (IRDM) | 1.4 | $2.9M | 102k | 29.02 | |
| Plexus (PLXS) | 1.4 | $2.9M | 18k | 156.48 | |
| LeMaitre Vascular (LMAT) | 1.4 | $2.8M | 31k | 92.14 | |
| Stonex Group (SNEX) | 1.4 | $2.8M | 29k | 97.97 | |
| Chesapeake Utilities Corporation (CPK) | 1.2 | $2.5M | 20k | 121.35 | |
| Veeco Instruments (VECO) | 1.2 | $2.5M | 92k | 26.80 | |
| Kraneshares Trust Global Carb Stra (KRBN) | 1.2 | $2.4M | 84k | 29.31 | |
| Black Hills Corporation (BKH) | 1.2 | $2.4M | 42k | 58.52 | |
| Tennant Company (TNC) | 1.2 | $2.4M | 29k | 81.53 | |
| Federal Agric Mtg Corp CL C (AGM) | 1.1 | $2.3M | 12k | 196.95 | |
| Uranium Energy (UEC) | 1.1 | $2.3M | 345k | 6.69 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.2M | 12k | 189.30 | |
| Crocs (CROX) | 1.1 | $2.2M | 20k | 109.53 | |
| Cabot Corporation (CBT) | 1.0 | $2.1M | 23k | 91.31 | |
| Atmus Filtration Technologies Ord (ATMU) | 1.0 | $2.0M | 51k | 39.18 | |
| Modine Manufacturing (MOD) | 1.0 | $2.0M | 17k | 115.93 | |
| Western Alliance Bancorporation (WAL) | 0.9 | $1.9M | 23k | 83.54 | |
| Exelixis (EXEL) | 0.9 | $1.9M | 57k | 33.30 | |
| Palomar Hldgs (PLMR) | 0.9 | $1.9M | 18k | 105.59 | |
| Vestis Corporation Com Shs (VSTS) | 0.9 | $1.9M | 125k | 15.24 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.8M | 4.3k | 421.50 | |
| National Cinemedia Com New (NCMI) | 0.9 | $1.8M | 270k | 6.64 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.9 | $1.8M | 35k | 50.54 | |
| Merit Medical Systems (MMSI) | 0.9 | $1.7M | 18k | 96.72 | |
| Cullen/Frost Bankers (CFR) | 0.8 | $1.7M | 13k | 134.25 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $1.6M | 22k | 74.01 | |
| Integer Hldgs (ITGR) | 0.8 | $1.6M | 12k | 132.52 | |
| Quest Diagnostics Incorporated (DGX) | 0.8 | $1.6M | 10k | 150.86 | |
| A Mark Precious Metals (AMRK) | 0.7 | $1.5M | 56k | 27.40 | |
| Putnam Etf Trust Esg Core Bond (PCRB) | 0.7 | $1.5M | 32k | 48.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.5M | 3.3k | 453.28 | |
| Ciena Corp Com New (CIEN) | 0.7 | $1.5M | 18k | 84.81 | |
| Amdocs SHS (DOX) | 0.7 | $1.4M | 17k | 85.14 | |
| ICF International (ICFI) | 0.7 | $1.4M | 12k | 119.20 | |
| Pjt Partners Com Cl A (PJT) | 0.7 | $1.4M | 8.8k | 157.81 | |
| Magnite Ord (MGNI) | 0.7 | $1.3M | 84k | 15.92 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.6 | $1.3M | 5.2k | 253.14 | |
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.6 | $1.3M | 26k | 50.43 | |
| UnitedHealth (UNH) | 0.6 | $1.3M | 2.5k | 505.86 | |
| AZZ Incorporated (AZZ) | 0.6 | $1.3M | 16k | 81.92 | |
| Progressive Corporation (PGR) | 0.6 | $1.2M | 5.2k | 239.61 | |
| Pinnacle West Capital Corporation (PNW) | 0.6 | $1.2M | 14k | 84.77 | |
| Visa Com Cl A (V) | 0.6 | $1.2M | 3.8k | 316.04 | |
| Mr Cooper Group | 0.6 | $1.2M | 12k | 96.01 | |
| Carlyle Group (CG) | 0.6 | $1.1M | 23k | 50.49 | |
| Amkor Technology (AMKR) | 0.6 | $1.1M | 44k | 25.69 | |
| Onto Innovation (ONTO) | 0.5 | $1.1M | 6.5k | 166.67 | |
| Louisiana-Pacific Corporation (LPX) | 0.5 | $1.1M | 10k | 103.55 | |
| Matthews Intl Fds Emerging Markets (EMSF) | 0.5 | $1.1M | 44k | 24.23 | |
| BRC Com Cl A (BRCC) | 0.5 | $1.0M | 331k | 3.17 | |
| Bj's Wholesale Club Holdings (BJ) | 0.5 | $1.0M | 12k | 89.35 | |
| Aramark Hldgs (ARMK) | 0.5 | $1.0M | 27k | 37.31 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.5 | $1.0M | 11k | 89.46 | |
| Steris Shs Usd (STE) | 0.5 | $987k | 4.8k | 205.56 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $943k | 1.8k | 520.23 | |
| MDU Resources (MDU) | 0.4 | $914k | 51k | 18.02 | |
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.4 | $903k | 12k | 73.34 | |
| TJX Companies (TJX) | 0.4 | $897k | 7.4k | 120.81 | |
| Booking Holdings (BKNG) | 0.4 | $855k | 172.00 | 4968.42 | |
| Darling International (DAR) | 0.4 | $844k | 25k | 33.69 | |
| Eli Lilly & Co. (LLY) | 0.4 | $825k | 1.1k | 772.00 | |
| Costco Wholesale Corporation (COST) | 0.4 | $782k | 853.00 | 916.27 | |
| Amazon (AMZN) | 0.4 | $778k | 3.5k | 219.39 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.4 | $748k | 29k | 25.93 | |
| Intercontinental Exchange (ICE) | 0.4 | $742k | 5.0k | 149.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $735k | 3.9k | 190.44 | |
| Danaher Corporation (DHR) | 0.3 | $695k | 3.0k | 229.55 | |
| NVIDIA Corporation (NVDA) | 0.3 | $691k | 5.1k | 134.29 | |
| Apple (AAPL) | 0.3 | $684k | 2.7k | 250.42 | |
| Ecolab (ECL) | 0.3 | $679k | 2.9k | 234.32 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $670k | 3.9k | 173.57 | |
| Linde SHS (LIN) | 0.3 | $664k | 1.6k | 418.67 | |
| Tidal Trust Iii Affordable Hous (OWNS) | 0.3 | $652k | 39k | 16.89 | |
| Fiserv (FI) | 0.3 | $650k | 3.2k | 205.42 | |
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.3 | $644k | 12k | 55.68 | |
| Avery Dennison Corporation (AVY) | 0.3 | $642k | 3.4k | 187.13 | |
| PNC Financial Services (PNC) | 0.3 | $640k | 3.3k | 192.85 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $634k | 4.9k | 128.82 | |
| Nextera Energy (NEE) | 0.3 | $627k | 8.7k | 71.69 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $615k | 1.2k | 526.57 | |
| Oracle Corporation (ORCL) | 0.3 | $614k | 3.7k | 166.64 | |
| Masco Corporation (MAS) | 0.3 | $613k | 8.5k | 72.57 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $611k | 2.8k | 220.99 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $600k | 1.7k | 351.79 | |
| Paccar (PCAR) | 0.3 | $589k | 5.7k | 104.02 | |
| CarMax (KMX) | 0.3 | $580k | 7.1k | 81.76 | |
| National Retail Properties (NNN) | 0.3 | $574k | 14k | 40.85 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $563k | 27k | 21.16 | |
| Carrier Global Corporation (CARR) | 0.3 | $562k | 8.2k | 68.26 | |
| Unilever Spon Adr New (UL) | 0.3 | $525k | 9.3k | 56.70 | |
| Blackrock Stock (BLK) | 0.3 | $517k | 504.00 | 1025.11 | |
| SYSCO Corporation (SYY) | 0.2 | $504k | 6.6k | 76.46 | |
| O'reilly Automotive (ORLY) | 0.2 | $497k | 419.00 | 1185.80 | |
| Morgan Stanley Com New (MS) | 0.2 | $492k | 3.9k | 125.72 | |
| Newpark Res Com Par $.01new (NPKI) | 0.2 | $482k | 63k | 7.67 | |
| Carlisle Companies (CSL) | 0.2 | $473k | 1.3k | 368.84 | |
| S&p Global (SPGI) | 0.2 | $467k | 937.00 | 498.03 | |
| CSX Corporation (CSX) | 0.2 | $465k | 14k | 32.27 | |
| Lauder Estee Cos Cl A (EL) | 0.2 | $458k | 6.1k | 74.98 | |
| Genpact SHS (G) | 0.2 | $455k | 11k | 42.95 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $454k | 11k | 42.05 | |
| Intuit (INTU) | 0.2 | $436k | 694.00 | 628.50 | |
| Cameco Corporation (CCJ) | 0.2 | $430k | 8.4k | 51.39 | |
| Union Pacific Corporation (UNP) | 0.2 | $429k | 1.9k | 228.05 | |
| Houlihan Lokey Cl A (HLI) | 0.2 | $429k | 2.5k | 173.66 | |
| Phillips 66 (PSX) | 0.2 | $426k | 3.7k | 113.92 | |
| Verisk Analytics (VRSK) | 0.2 | $423k | 1.5k | 275.43 | |
| First Business Financial Services (FBIZ) | 0.2 | $421k | 9.1k | 46.29 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $420k | 3.9k | 106.55 | |
| Iradimed (IRMD) | 0.2 | $416k | 7.6k | 55.00 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $416k | 1.1k | 386.22 | |
| Corning Incorporated (GLW) | 0.2 | $405k | 8.5k | 47.52 | |
| Perella Weinberg Partners Class A Com (PWP) | 0.2 | $405k | 17k | 23.84 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $402k | 1.7k | 239.71 | |
| Owens Corning (OC) | 0.2 | $401k | 2.4k | 170.32 | |
| Zoetis Cl A (ZTS) | 0.2 | $397k | 2.4k | 162.93 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $397k | 16k | 25.32 | |
| Amphenol Corp Cl A (APH) | 0.2 | $391k | 5.6k | 69.45 | |
| Hologic (HOLX) | 0.2 | $390k | 5.4k | 72.09 | |
| Smucker J M Com New (SJM) | 0.2 | $389k | 3.5k | 110.12 | |
| Equifax (EFX) | 0.2 | $385k | 1.5k | 254.85 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $382k | 1.3k | 289.81 | |
| Te Connectivity Ord Shs (TEL) | 0.2 | $381k | 2.7k | 142.97 | |
| Gartner (IT) | 0.2 | $376k | 775.00 | 484.47 | |
| Aris Water Solutions Class A Com (ARIS) | 0.2 | $373k | 16k | 23.95 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.2 | $371k | 16k | 22.64 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $370k | 831.00 | 444.68 | |
| L3harris Technologies (LHX) | 0.2 | $362k | 1.7k | 210.28 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $360k | 1.9k | 187.51 | |
| Arrow Electronics (ARW) | 0.2 | $358k | 3.2k | 113.12 | |
| Nvent Electric SHS (NVT) | 0.2 | $357k | 5.2k | 68.16 | |
| Henry Schein (HSIC) | 0.2 | $356k | 5.1k | 69.20 | |
| Universal Technical Institute (UTI) | 0.2 | $355k | 14k | 25.71 | |
| Nike CL B (NKE) | 0.2 | $351k | 4.6k | 75.67 | |
| Skechers U S A Cl A | 0.2 | $346k | 5.2k | 67.24 | |
| CRA International (CRAI) | 0.2 | $345k | 1.8k | 187.20 | |
| Mayville Engineering (MEC) | 0.2 | $339k | 22k | 15.72 | |
| Meta Platforms Cl A (META) | 0.2 | $335k | 572.00 | 585.51 | |
| Cdw (CDW) | 0.2 | $333k | 1.9k | 174.04 | |
| Agnico (AEM) | 0.2 | $333k | 4.3k | 78.21 | |
| Simpson Manufacturing (SSD) | 0.2 | $330k | 2.0k | 165.83 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $328k | 2.4k | 134.34 | |
| Delcath Sys Com New (DCTH) | 0.2 | $328k | 27k | 12.04 | |
| Broadcom (AVGO) | 0.2 | $325k | 1.4k | 231.84 | |
| Apollo Global Mgmt (APO) | 0.2 | $325k | 2.0k | 165.16 | |
| Pool Corporation (POOL) | 0.2 | $321k | 941.00 | 340.94 | |
| Robert Half International (RHI) | 0.2 | $321k | 4.6k | 70.46 | |
| Us Bancorp Del Com New (USB) | 0.2 | $317k | 6.6k | 47.83 | |
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $317k | 15k | 20.57 | |
| Valvoline Inc Common (VVV) | 0.2 | $316k | 8.7k | 36.18 | |
| Unitil Corporation (UTL) | 0.2 | $315k | 5.8k | 54.19 | |
| Microchip Technology (MCHP) | 0.2 | $313k | 5.5k | 57.35 | |
| Core & Main Cl A (CNM) | 0.2 | $310k | 6.1k | 50.91 | |
| International Money Express (IMXI) | 0.2 | $308k | 15k | 20.83 | |
| Micron Technology (MU) | 0.1 | $307k | 3.6k | 84.16 | |
| Crown Castle Intl (CCI) | 0.1 | $307k | 3.4k | 90.76 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $305k | 1.1k | 269.70 | |
| Allegion Ord Shs (ALLE) | 0.1 | $304k | 2.3k | 130.68 | |
| Donaldson Company (DCI) | 0.1 | $304k | 4.5k | 67.35 | |
| EOG Resources (EOG) | 0.1 | $301k | 2.5k | 122.58 | |
| Fortune Brands (FBIN) | 0.1 | $298k | 4.4k | 68.33 | |
| Home Depot (HD) | 0.1 | $294k | 755.00 | 388.99 | |
| Exelon Corporation (EXC) | 0.1 | $291k | 7.7k | 37.64 | |
| Dupont De Nemours (DD) | 0.1 | $287k | 3.8k | 76.25 | |
| American Tower Reit (AMT) | 0.1 | $287k | 1.6k | 183.41 | |
| Primerica (PRI) | 0.1 | $285k | 1.1k | 271.42 | |
| Suro Capital Corp Com New (SSSS) | 0.1 | $285k | 49k | 5.88 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $283k | 1.5k | 190.88 | |
| Xylem (XYL) | 0.1 | $280k | 2.4k | 116.02 | |
| Firstcash Holdings (FCFS) | 0.1 | $278k | 2.7k | 103.60 | |
| Howmet Aerospace (HWM) | 0.1 | $277k | 2.5k | 109.37 | |
| Keysight Technologies (KEYS) | 0.1 | $277k | 1.7k | 160.63 | |
| Dollar Tree (DLTR) | 0.1 | $276k | 3.7k | 74.94 | |
| Ali (ALCO) | 0.1 | $273k | 11k | 25.93 | |
| First Solar (FSLR) | 0.1 | $273k | 1.5k | 176.24 | |
| Boston Scientific Corporation (BSX) | 0.1 | $271k | 3.0k | 89.32 | |
| Zions Bancorporation (ZION) | 0.1 | $268k | 4.9k | 54.25 | |
| Pfizer (PFE) | 0.1 | $268k | 10k | 26.53 | |
| Beacon Roofing Supply (BECN) | 0.1 | $267k | 2.6k | 101.58 | |
| Insight Enterprises (NSIT) | 0.1 | $265k | 1.7k | 152.10 | |
| Perdoceo Ed Corp (PRDO) | 0.1 | $264k | 10k | 26.47 | |
| Verisign (VRSN) | 0.1 | $263k | 1.3k | 206.96 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $259k | 2.8k | 92.61 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $254k | 10k | 24.58 | |
| QuinStreet (QNST) | 0.1 | $253k | 11k | 23.07 | |
| Mamamancini's Holdings (MAMA) | 0.1 | $244k | 31k | 7.93 | |
| Five Star Bancorp (FSBC) | 0.1 | $243k | 8.1k | 30.09 | |
| Pulte (PHM) | 0.1 | $240k | 2.2k | 108.90 | |
| Bridgewater Bancshares (BWB) | 0.1 | $237k | 18k | 13.51 | |
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.1 | $235k | 4.6k | 51.07 | |
| Constellation Energy (CEG) | 0.1 | $233k | 1.0k | 223.71 | |
| Diamondback Energy (FANG) | 0.1 | $230k | 1.4k | 163.83 | |
| Alerus Finl (ALRS) | 0.1 | $229k | 11k | 21.14 | |
| Onemain Holdings (OMF) | 0.1 | $228k | 4.4k | 52.13 | |
| Godaddy Cl A (GDDY) | 0.1 | $225k | 1.1k | 197.37 | |
| Builders FirstSource (BLDR) | 0.1 | $225k | 1.6k | 142.93 | |
| Aehr Test Systems (AEHR) | 0.1 | $220k | 13k | 16.63 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $219k | 2.8k | 78.93 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $215k | 9.5k | 22.70 | |
| Servicenow (NOW) | 0.1 | $214k | 202.00 | 1060.12 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $205k | 2.0k | 101.53 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $201k | 946.00 | 212.41 | |
| Uranium Royalty Corp (UROY) | 0.0 | $27k | 12k | 2.19 |