Riverwater Partners as of March 31, 2025
Portfolio Holdings for Riverwater Partners
Riverwater Partners holds 202 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Trust For Professional Man Convergence Lng (CLSE) | 5.8 | $11M | 520k | 21.61 | |
| Grand Canyon Education (LOPE) | 2.6 | $5.1M | 30k | 173.02 | |
| InterDigital (IDCC) | 2.4 | $4.6M | 22k | 206.75 | |
| Ishares Tr Eafe Value Etf (EFV) | 2.2 | $4.3M | 72k | 58.94 | |
| Limoneira Company (LMNR) | 2.2 | $4.3M | 240k | 17.72 | |
| Tecnoglass Ord Shs (TGLS) | 2.1 | $4.1M | 57k | 71.55 | |
| American Centy Etf Tr Avantis Responsi (AVSE) | 1.9 | $3.6M | 71k | 51.38 | |
| Stonex Group (SNEX) | 1.7 | $3.3M | 43k | 76.38 | |
| Haemonetics Corporation (HAE) | 1.6 | $3.2M | 50k | 63.55 | |
| Coastal Finl Corp Wa Com New (CCB) | 1.4 | $2.7M | 30k | 90.41 | |
| Chesapeake Utilities Corporation (CPK) | 1.3 | $2.6M | 20k | 128.43 | |
| Cnx Resources Corporation (CNX) | 1.3 | $2.5M | 80k | 31.48 | |
| Kraneshares Trust Global Carb Stra (KRBN) | 1.3 | $2.5M | 89k | 28.22 | |
| Black Hills Corporation (BKH) | 1.3 | $2.5M | 42k | 60.65 | |
| Palomar Hldgs (PLMR) | 1.3 | $2.5M | 18k | 137.08 | |
| LeMaitre Vascular (LMAT) | 1.3 | $2.5M | 29k | 83.90 | |
| Plexus (PLXS) | 1.2 | $2.3M | 18k | 128.13 | |
| Tennant Company (TNC) | 1.2 | $2.3M | 29k | 79.75 | |
| American Centy Etf Tr Avantis Responsi (AVSD) | 1.2 | $2.3M | 38k | 59.98 | |
| Quest Diagnostics Incorporated (DGX) | 1.1 | $2.2M | 13k | 169.20 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.2M | 4.0k | 561.97 | |
| Crocs (CROX) | 1.1 | $2.1M | 20k | 106.20 | |
| Exelixis (EXEL) | 1.1 | $2.1M | 56k | 36.92 | |
| Cabot Corporation (CBT) | 1.0 | $1.9M | 23k | 83.14 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.9M | 5.1k | 375.39 | |
| Merit Medical Systems (MMSI) | 1.0 | $1.9M | 18k | 105.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.9M | 12k | 154.64 | |
| Atmus Filtration Technologies Ord (ATMU) | 1.0 | $1.9M | 51k | 36.73 | |
| Veeco Instruments (VECO) | 1.0 | $1.9M | 93k | 20.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.8M | 3.5k | 532.58 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.9 | $1.8M | 34k | 52.92 | |
| Western Alliance Bancorporation (WAL) | 0.9 | $1.7M | 23k | 76.83 | |
| ICF International (ICFI) | 0.9 | $1.7M | 20k | 84.97 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $1.7M | 22k | 78.28 | |
| Uranium Energy (UEC) | 0.8 | $1.6M | 345k | 4.78 | |
| Cullen/Frost Bankers (CFR) | 0.8 | $1.6M | 13k | 125.20 | |
| Amdocs SHS (DOX) | 0.8 | $1.5M | 17k | 91.50 | |
| Putnam Etf Trust Esg Core Bond (PCRB) | 0.8 | $1.5M | 31k | 48.84 | |
| Bowhead Specialty Hldgs Com Shs (BOW) | 0.8 | $1.5M | 37k | 40.65 | |
| Progressive Corporation (PGR) | 0.7 | $1.4M | 5.1k | 283.01 | |
| Mr Cooper Group | 0.7 | $1.4M | 12k | 119.60 | |
| UnitedHealth (UNH) | 0.7 | $1.4M | 2.8k | 523.75 | |
| Range Resources (RRC) | 0.7 | $1.4M | 36k | 39.93 | |
| Pinnacle West Capital Corporation (PNW) | 0.7 | $1.4M | 15k | 95.25 | |
| Integer Hldgs (ITGR) | 0.7 | $1.4M | 12k | 118.01 | |
| Sunopta (STKL) | 0.7 | $1.4M | 290k | 4.86 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.7 | $1.4M | 14k | 97.60 | |
| National Retail Properties (NNN) | 0.7 | $1.4M | 33k | 42.65 | |
| National Cinemedia Com New (NCMI) | 0.7 | $1.4M | 237k | 5.84 | |
| Iridium Communications (IRDM) | 0.7 | $1.3M | 49k | 27.32 | |
| MDU Resources (MDU) | 0.7 | $1.3M | 79k | 16.91 | |
| A Mark Precious Metals (GOLD) | 0.7 | $1.3M | 52k | 25.37 | |
| Modine Manufacturing (MOD) | 0.7 | $1.3M | 17k | 76.75 | |
| AZZ Incorporated (AZZ) | 0.7 | $1.3M | 15k | 83.61 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.7 | $1.3M | 5.1k | 247.91 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.6 | $1.2M | 6.6k | 187.52 | |
| Vestis Corporation Com Shs (VSTS) | 0.6 | $1.2M | 125k | 9.90 | |
| Visa Com Cl A (V) | 0.6 | $1.2M | 3.5k | 350.46 | |
| Bj's Wholesale Club Holdings (BJ) | 0.6 | $1.2M | 11k | 114.10 | |
| Pinnacle Financial Partners | 0.6 | $1.2M | 11k | 106.04 | |
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.6 | $1.1M | 16k | 68.94 | |
| Aramark Hldgs (ARMK) | 0.5 | $1.1M | 31k | 34.52 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.5 | $1.0M | 34k | 30.88 | |
| Ciena Corp Com New (CIEN) | 0.5 | $1.0M | 17k | 60.43 | |
| Apple (AAPL) | 0.5 | $1.0M | 4.6k | 222.13 | |
| Eli Lilly & Co. (LLY) | 0.5 | $992k | 1.2k | 825.91 | |
| Antero Midstream Corp antero midstream (AM) | 0.5 | $974k | 54k | 18.00 | |
| Magnite Ord (MGNI) | 0.5 | $961k | 84k | 11.41 | |
| Amazon (AMZN) | 0.5 | $944k | 5.0k | 190.26 | |
| Louisiana-Pacific Corporation (LPX) | 0.5 | $929k | 10k | 91.98 | |
| NVIDIA Corporation (NVDA) | 0.5 | $887k | 8.2k | 108.38 | |
| Danaher Corporation (DHR) | 0.5 | $880k | 4.3k | 205.00 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $832k | 6.8k | 121.91 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $826k | 1.7k | 497.60 | |
| Intercontinental Exchange (ICE) | 0.4 | $814k | 4.7k | 172.50 | |
| Booking Holdings (BKNG) | 0.4 | $769k | 167.00 | 4606.91 | |
| Darling International (DAR) | 0.4 | $766k | 25k | 31.24 | |
| Costco Wholesale Corporation (COST) | 0.4 | $766k | 810.00 | 945.78 | |
| Linde SHS (LIN) | 0.4 | $698k | 1.5k | 465.64 | |
| Ecolab (ECL) | 0.3 | $668k | 2.6k | 253.52 | |
| Tidal Trust Iii Affordable Hous (OWNS) | 0.3 | $657k | 38k | 17.15 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $654k | 4.1k | 160.23 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $645k | 25k | 25.39 | |
| Nextera Energy (NEE) | 0.3 | $621k | 8.8k | 70.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $609k | 3.9k | 156.23 | |
| Carrier Global Corporation (CARR) | 0.3 | $608k | 9.6k | 63.40 | |
| PNC Financial Services (PNC) | 0.3 | $598k | 3.4k | 175.77 | |
| Avery Dennison Corporation (AVY) | 0.3 | $595k | 3.3k | 177.97 | |
| Masco Corporation (MAS) | 0.3 | $573k | 8.2k | 69.54 | |
| Fiserv (FI) | 0.3 | $572k | 2.6k | 220.83 | |
| Paccar (PCAR) | 0.3 | $562k | 5.8k | 97.37 | |
| O'reilly Automotive (ORLY) | 0.3 | $554k | 387.00 | 1432.58 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $552k | 1.0k | 548.12 | |
| TJX Companies (TJX) | 0.3 | $537k | 4.4k | 121.80 | |
| Unilever Spon Adr New | 0.3 | $534k | 9.0k | 59.55 | |
| CarMax (KMX) | 0.3 | $531k | 6.8k | 77.92 | |
| Oracle Corporation (ORCL) | 0.3 | $526k | 3.8k | 139.81 | |
| Meta Platforms Cl A (META) | 0.3 | $511k | 886.00 | 576.36 | |
| Steris Shs Usd (STE) | 0.3 | $502k | 2.2k | 226.65 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $498k | 1.6k | 312.04 | |
| CSX Corporation (CSX) | 0.3 | $494k | 17k | 29.43 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.3 | $492k | 19k | 25.40 | |
| SYSCO Corporation (SYY) | 0.2 | $483k | 6.4k | 75.04 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $482k | 2.0k | 245.30 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $481k | 4.1k | 116.98 | |
| Morgan Stanley Com New (MS) | 0.2 | $476k | 4.1k | 116.67 | |
| Phillips 66 (PSX) | 0.2 | $473k | 3.8k | 123.47 | |
| Agnico (AEM) | 0.2 | $464k | 4.3k | 108.41 | |
| Union Pacific Corporation (UNP) | 0.2 | $462k | 2.0k | 236.25 | |
| Everus Constr Group (ECG) | 0.2 | $462k | 13k | 37.09 | |
| Warby Parker Cl A Com (WRBY) | 0.2 | $460k | 25k | 18.23 | |
| Blackrock (BLK) | 0.2 | $454k | 480.00 | 946.48 | |
| Equifax (EFX) | 0.2 | $437k | 1.8k | 243.56 | |
| Carlisle Companies (CSL) | 0.2 | $425k | 1.2k | 340.50 | |
| Smucker J M Com New (SJM) | 0.2 | $420k | 3.6k | 118.41 | |
| S&p Global (SPGI) | 0.2 | $410k | 806.00 | 508.10 | |
| Genpact SHS (G) | 0.2 | $405k | 8.0k | 50.38 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $405k | 1.1k | 383.53 | |
| Lauder Estee Cos Cl A (EL) | 0.2 | $400k | 6.1k | 66.00 | |
| Corning Incorporated (GLW) | 0.2 | $399k | 8.7k | 45.78 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $383k | 10k | 38.41 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $382k | 2.1k | 179.70 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.2 | $381k | 15k | 24.90 | |
| Verisk Analytics (VRSK) | 0.2 | $380k | 1.3k | 297.62 | |
| Intuit (INTU) | 0.2 | $377k | 614.00 | 613.99 | |
| Zoetis Cl A (ZTS) | 0.2 | $375k | 2.3k | 164.65 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $373k | 4.9k | 75.66 | |
| L3harris Technologies (LHX) | 0.2 | $371k | 1.8k | 209.31 | |
| Qualcomm (QCOM) | 0.2 | $363k | 2.4k | 153.61 | |
| Exelon Corporation (EXC) | 0.2 | $360k | 7.8k | 46.08 | |
| Schlumberger Com Stk (SLB) | 0.2 | $352k | 8.4k | 41.80 | |
| Te Connectivity Ord Shs (TEL) | 0.2 | $348k | 2.5k | 141.32 | |
| Crown Castle Intl (CCI) | 0.2 | $347k | 3.3k | 104.23 | |
| Cameco Corporation (CCJ) | 0.2 | $347k | 8.4k | 41.16 | |
| Broadcom (AVGO) | 0.2 | $342k | 2.0k | 167.43 | |
| Owens Corning (OC) | 0.2 | $340k | 2.4k | 142.82 | |
| Hologic (HOLX) | 0.2 | $338k | 5.5k | 61.77 | |
| Donaldson Company (DCI) | 0.2 | $334k | 5.0k | 67.06 | |
| Henry Schein (HSIC) | 0.2 | $332k | 4.8k | 68.49 | |
| Microchip Technology (MCHP) | 0.2 | $331k | 6.8k | 48.41 | |
| EOG Resources (EOG) | 0.2 | $329k | 2.6k | 128.24 | |
| Valvoline Inc Common (VVV) | 0.2 | $328k | 9.4k | 34.81 | |
| Analog Devices (ADI) | 0.2 | $318k | 1.6k | 201.67 | |
| Nike CL B (NKE) | 0.2 | $316k | 5.0k | 63.48 | |
| Skechers U S A Cl A | 0.2 | $316k | 5.6k | 56.78 | |
| Home Depot (HD) | 0.2 | $313k | 854.00 | 366.49 | |
| Arrow Electronics (ARW) | 0.2 | $313k | 3.0k | 103.83 | |
| Amphenol Corp Cl A (APH) | 0.2 | $311k | 4.7k | 65.59 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $307k | 1.1k | 282.56 | |
| Firstcash Holdings (FCFS) | 0.2 | $305k | 2.5k | 120.32 | |
| American Tower Reit (AMT) | 0.2 | $304k | 1.4k | 217.60 | |
| Boston Scientific Corporation (BSX) | 0.2 | $303k | 3.0k | 100.88 | |
| Pool Corporation (POOL) | 0.2 | $302k | 949.00 | 318.35 | |
| Cdw (CDW) | 0.2 | $300k | 1.9k | 160.26 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $300k | 1.1k | 274.84 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $298k | 2.9k | 103.20 | |
| Simpson Manufacturing (SSD) | 0.2 | $295k | 1.9k | 157.08 | |
| Allegion Ord Shs (ALLE) | 0.2 | $294k | 2.3k | 130.46 | |
| Insight Enterprises (NSIT) | 0.1 | $292k | 1.9k | 149.99 | |
| Dupont De Nemours (DD) | 0.1 | $288k | 3.9k | 74.68 | |
| Fortune Brands (FBIN) | 0.1 | $288k | 4.7k | 60.88 | |
| Primerica (PRI) | 0.1 | $285k | 1.0k | 284.53 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $283k | 1.5k | 190.58 | |
| Apollo Global Mgmt (APO) | 0.1 | $283k | 2.1k | 136.94 | |
| Gartner (IT) | 0.1 | $283k | 673.00 | 419.74 | |
| Us Bancorp Del Com New (USB) | 0.1 | $280k | 6.6k | 42.22 | |
| Dollar Tree (DLTR) | 0.1 | $280k | 3.7k | 75.07 | |
| Core & Main Cl A (CNM) | 0.1 | $279k | 5.8k | 48.31 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $278k | 1.1k | 257.03 | |
| Pfizer (PFE) | 0.1 | $277k | 11k | 25.34 | |
| White Mountains Insurance Gp (WTM) | 0.1 | $274k | 142.00 | 1925.81 | |
| Robert Half International (RHI) | 0.1 | $273k | 5.0k | 54.55 | |
| Gates Indl Corp Ord Shs (GTES) | 0.1 | $273k | 15k | 18.41 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $272k | 9.6k | 28.37 | |
| Verisign (VRSN) | 0.1 | $268k | 1.1k | 253.87 | |
| Keysight Technologies (KEYS) | 0.1 | $255k | 1.7k | 149.77 | |
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.1 | $252k | 4.9k | 51.09 | |
| Marsh & McLennan Companies | 0.1 | $252k | 1.0k | 244.03 | |
| Onemain Holdings (OMF) | 0.1 | $252k | 5.1k | 48.88 | |
| Perdoceo Ed Corp (PRDO) | 0.1 | $251k | 10k | 25.18 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $243k | 2.1k | 115.95 | |
| Xylem (XYL) | 0.1 | $236k | 2.0k | 119.46 | |
| Universal Technical Institute (UTI) | 0.1 | $236k | 9.2k | 25.68 | |
| Aptar (ATR) | 0.1 | $235k | 1.6k | 148.38 | |
| Houlihan Lokey Cl A (HLI) | 0.1 | $235k | 1.5k | 161.50 | |
| Zions Bancorporation (ZION) | 0.1 | $234k | 4.7k | 49.86 | |
| Npk International Com Shs (NPKI) | 0.1 | $229k | 39k | 5.81 | |
| Nvent Electric SHS (NVT) | 0.1 | $229k | 4.4k | 52.42 | |
| Diamondback Energy (FANG) | 0.1 | $227k | 1.4k | 159.88 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $225k | 1.9k | 118.93 | |
| Constellation Energy (CEG) | 0.1 | $220k | 1.1k | 201.63 | |
| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $212k | 4.2k | 50.60 | |
| Godaddy Cl A (GDDY) | 0.1 | $209k | 1.2k | 180.14 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $208k | 7.2k | 28.90 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $206k | 9.6k | 21.53 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $205k | 2.5k | 83.53 | |
| American Electric Power Company (AEP) | 0.1 | $202k | 1.8k | 109.28 | |
| Builders FirstSource (BLDR) | 0.1 | $201k | 1.6k | 124.94 | |
| Hayward Hldgs (HAYW) | 0.1 | $192k | 14k | 13.92 | |
| Delcath Sys Com New (DCTH) | 0.1 | $145k | 11k | 12.73 | |
| Mamamancini's Holdings (MAMA) | 0.1 | $102k | 16k | 6.44 | |
| Suro Capital Corp Com New (SSSS) | 0.0 | $83k | 17k | 4.97 |