Riverwater Partners as of Sept. 30, 2025
Portfolio Holdings for Riverwater Partners
Riverwater Partners holds 217 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Trust For Professional Man Convergence Lng (CLSE) | 5.6 | $14M | 518k | 26.04 | |
| American Centy Etf Tr Avantis Responsi (AVSE) | 3.1 | $7.5M | 118k | 63.57 | |
| Grand Canyon Education (LOPE) | 2.7 | $6.6M | 30k | 219.52 | |
| Ishares Tr Eafe Value Etf (EFV) | 2.0 | $4.9M | 72k | 67.83 | |
| Veeco Instruments (VECO) | 1.7 | $4.1M | 136k | 30.43 | |
| American Centy Etf Tr Avantis Responsi (AVSD) | 1.7 | $4.0M | 56k | 71.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $3.9M | 5.9k | 669.32 | |
| Tecnoglass Ord Shs (TGLS) | 1.6 | $3.9M | 58k | 66.91 | |
| Microsoft Corporation (MSFT) | 1.5 | $3.6M | 7.0k | 517.95 | |
| Limoneira Company (LMNR) | 1.5 | $3.6M | 244k | 14.85 | |
| InterDigital (IDCC) | 1.5 | $3.6M | 10k | 345.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.4M | 14k | 243.10 | |
| Coastal Finl Corp Wa Com New (CCB) | 1.3 | $3.2M | 30k | 108.17 | |
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 1.3 | $3.0M | 37k | 81.87 | |
| Stonex Group (SNEX) | 1.2 | $3.0M | 29k | 100.92 | |
| Ciena Corp Com New (CIEN) | 1.2 | $2.9M | 20k | 145.67 | |
| Kraneshares Trust Global Carb Stra (KRBN) | 1.2 | $2.9M | 89k | 32.40 | |
| ICF International (ICFI) | 1.2 | $2.8M | 31k | 92.80 | |
| Plexus (PLXS) | 1.2 | $2.8M | 19k | 144.69 | |
| Putnam Etf Trust Esg Core Bond (PCRB) | 1.1 | $2.8M | 56k | 49.41 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.1 | $2.8M | 27k | 100.70 | |
| Chesapeake Utilities Corporation (CPK) | 1.1 | $2.7M | 20k | 134.69 | |
| Quest Diagnostics Incorporated (DGX) | 1.1 | $2.6M | 14k | 190.58 | |
| Cnx Resources Corporation (CNX) | 1.1 | $2.6M | 80k | 32.12 | |
| Black Hills Corporation (BKH) | 1.1 | $2.6M | 42k | 61.59 | |
| Modine Manufacturing (MOD) | 1.0 | $2.3M | 17k | 142.16 | |
| Adeia (ADEA) | 1.0 | $2.3M | 137k | 16.80 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.9 | $2.3M | 51k | 45.09 | |
| Everus Constr Group (ECG) | 0.9 | $2.1M | 25k | 85.75 | |
| AtriCure (ATRC) | 0.9 | $2.1M | 60k | 35.25 | |
| Palomar Hldgs (PLMR) | 0.9 | $2.1M | 18k | 116.75 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $2.1M | 22k | 95.47 | |
| Exelixis (EXEL) | 0.9 | $2.1M | 50k | 41.30 | |
| Merit Medical Systems (MMSI) | 0.9 | $2.1M | 25k | 83.23 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.8 | $2.0M | 54k | 38.12 | |
| Apple (AAPL) | 0.8 | $1.9M | 7.6k | 254.63 | |
| Tennant Company (TNC) | 0.8 | $1.9M | 23k | 81.06 | |
| LeMaitre Vascular (LMAT) | 0.8 | $1.8M | 21k | 87.51 | |
| NVIDIA Corporation (NVDA) | 0.8 | $1.8M | 9.8k | 186.58 | |
| Belden (BDC) | 0.8 | $1.8M | 15k | 120.27 | |
| Cabot Corporation (CBT) | 0.7 | $1.8M | 23k | 76.05 | |
| Visa Com Cl A (V) | 0.7 | $1.7M | 5.1k | 341.38 | |
| AZZ Incorporated (AZZ) | 0.7 | $1.7M | 16k | 109.13 | |
| Sunopta (STKL) | 0.7 | $1.7M | 290k | 5.86 | |
| Cullen/Frost Bankers (CFR) | 0.7 | $1.6M | 13k | 126.77 | |
| Warby Parker Cl A Com (WRBY) | 0.7 | $1.6M | 58k | 27.58 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.7 | $1.6M | 5.3k | 298.28 | |
| Louisiana-Pacific Corporation (LPX) | 0.6 | $1.6M | 18k | 88.84 | |
| Amazon (AMZN) | 0.6 | $1.5M | 7.0k | 219.57 | |
| MDU Resources (MDU) | 0.6 | $1.5M | 82k | 17.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.5M | 2.9k | 502.74 | |
| National Retail Properties (NNN) | 0.6 | $1.4M | 34k | 42.57 | |
| Amdocs SHS (DOX) | 0.6 | $1.4M | 17k | 82.05 | |
| Pinnacle West Capital Corporation (PNW) | 0.6 | $1.4M | 16k | 89.66 | |
| Western Alliance Bancorporation (WAL) | 0.6 | $1.4M | 16k | 86.72 | |
| Digi International (DGII) | 0.6 | $1.4M | 38k | 36.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.3M | 5.5k | 243.55 | |
| Worthington Industries (WOR) | 0.6 | $1.3M | 24k | 55.49 | |
| Uranium Energy (UEC) | 0.5 | $1.3M | 97k | 13.34 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.5 | $1.3M | 27k | 47.56 | |
| Haemonetics Corporation (HAE) | 0.5 | $1.3M | 26k | 48.74 | |
| Provident Financial Services (PFS) | 0.5 | $1.2M | 64k | 19.28 | |
| Integer Hldgs (ITGR) | 0.5 | $1.2M | 12k | 103.33 | |
| Aramark Hldgs (ARMK) | 0.5 | $1.2M | 31k | 38.40 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.5 | $1.2M | 6.9k | 167.98 | |
| Antero Midstream Corp antero midstream (AM) | 0.5 | $1.1M | 56k | 19.44 | |
| Range Resources (RRC) | 0.5 | $1.1M | 29k | 37.64 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.1M | 2.2k | 485.02 | |
| Oracle Corporation (ORCL) | 0.4 | $1.1M | 3.8k | 281.24 | |
| Eli Lilly & Co. (LLY) | 0.4 | $1.0M | 1.4k | 763.00 | |
| Pinnacle Financial Partners | 0.4 | $1.0M | 11k | 93.79 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $1.0M | 4.6k | 224.58 | |
| Danaher Corporation (DHR) | 0.4 | $1.0M | 5.2k | 198.26 | |
| Tidal Trust Iii Affordable Hous (OWNS) | 0.4 | $1.0M | 58k | 17.39 | |
| Msa Safety Inc equity (MSA) | 0.4 | $1.0M | 5.9k | 172.07 | |
| Bowhead Specialty Hldgs Com Shs (BOW) | 0.4 | $987k | 37k | 27.04 | |
| Griffon Corporation (GFF) | 0.4 | $986k | 13k | 76.15 | |
| Stifel Financial (SF) | 0.4 | $985k | 8.7k | 113.47 | |
| Knife River Corp Common Stock (KNF) | 0.4 | $964k | 13k | 76.87 | |
| HealthStream (HSTM) | 0.4 | $958k | 34k | 28.24 | |
| Booking Holdings (BKNG) | 0.4 | $923k | 171.00 | 5399.27 | |
| Lazard Ltd Shs -a - (LAZ) | 0.4 | $920k | 17k | 52.78 | |
| Progressive Corporation (PGR) | 0.4 | $890k | 3.6k | 246.95 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $875k | 6.0k | 145.60 | |
| Capital One Financial (COF) | 0.4 | $872k | 4.1k | 212.58 | |
| Bj's Wholesale Club Holdings (BJ) | 0.4 | $851k | 9.1k | 93.25 | |
| UnitedHealth (UNH) | 0.3 | $833k | 2.4k | 345.30 | |
| Linde SHS (LIN) | 0.3 | $808k | 1.7k | 475.00 | |
| Broadcom (AVGO) | 0.3 | $793k | 2.4k | 329.91 | |
| Ecolab (ECL) | 0.3 | $769k | 2.8k | 273.86 | |
| Unilever Spon Adr New | 0.3 | $769k | 13k | 59.28 | |
| Intercontinental Exchange (ICE) | 0.3 | $766k | 4.5k | 168.48 | |
| Cinemark Holdings (CNK) | 0.3 | $763k | 27k | 28.02 | |
| Meta Platforms Cl A (META) | 0.3 | $739k | 1.0k | 734.38 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $728k | 1.3k | 568.81 | |
| Costco Wholesale Corporation (COST) | 0.3 | $721k | 779.00 | 925.63 | |
| Avery Dennison Corporation (AVY) | 0.3 | $695k | 4.3k | 162.17 | |
| Agnico (AEM) | 0.3 | $688k | 4.1k | 168.56 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $687k | 2.2k | 315.43 | |
| Centrus Energy Corp Cl A (LEU) | 0.3 | $685k | 2.2k | 310.07 | |
| Corning Incorporated (GLW) | 0.3 | $679k | 8.3k | 82.03 | |
| Becton, Dickinson and (BDX) | 0.3 | $658k | 3.5k | 187.17 | |
| TJX Companies (TJX) | 0.3 | $649k | 4.5k | 144.54 | |
| PNC Financial Services (PNC) | 0.3 | $641k | 3.2k | 200.93 | |
| Carrier Global Corporation (CARR) | 0.3 | $640k | 11k | 59.70 | |
| Nextera Energy (NEE) | 0.3 | $632k | 8.4k | 75.49 | |
| Preformed Line Products Company (PLPC) | 0.3 | $629k | 3.2k | 196.15 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $603k | 9.1k | 65.92 | |
| CSX Corporation (CSX) | 0.2 | $588k | 17k | 35.51 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $580k | 6.6k | 87.31 | |
| Masco Corporation (MAS) | 0.2 | $578k | 8.2k | 70.39 | |
| Blackrock (BLK) | 0.2 | $563k | 483.00 | 1165.87 | |
| Crocs (CROX) | 0.2 | $563k | 6.7k | 83.55 | |
| Marex Group Ord (MRX) | 0.2 | $559k | 17k | 33.62 | |
| Amphenol Corp Cl A (APH) | 0.2 | $558k | 4.5k | 123.75 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $551k | 20k | 27.26 | |
| Cameco Corporation (CCJ) | 0.2 | $549k | 6.5k | 83.86 | |
| Equifax (EFX) | 0.2 | $536k | 2.1k | 256.53 | |
| SYSCO Corporation (SYY) | 0.2 | $535k | 6.5k | 82.34 | |
| Steris Shs Usd (STE) | 0.2 | $522k | 2.1k | 247.44 | |
| L3harris Technologies (LHX) | 0.2 | $520k | 1.7k | 305.41 | |
| Amrize SHS (AMRZ) | 0.2 | $514k | 11k | 48.53 | |
| Cdw (CDW) | 0.2 | $507k | 3.2k | 159.28 | |
| Phillips 66 (PSX) | 0.2 | $500k | 3.7k | 136.01 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $496k | 17k | 28.79 | |
| Valmont Industries (VMI) | 0.2 | $482k | 1.2k | 387.73 | |
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.2 | $471k | 9.2k | 51.15 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $464k | 2.5k | 183.73 | |
| Carlisle Companies (CSL) | 0.2 | $458k | 1.4k | 328.96 | |
| Te Connectivity Ord Shs (TEL) | 0.2 | $454k | 2.1k | 219.53 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $452k | 4.2k | 106.49 | |
| Npk International Com Shs (NPKI) | 0.2 | $439k | 39k | 11.31 | |
| S&p Global (SPGI) | 0.2 | $439k | 901.00 | 486.71 | |
| Lauder Estee Cos Cl A (EL) | 0.2 | $433k | 4.9k | 88.12 | |
| Intuit (INTU) | 0.2 | $429k | 628.00 | 682.91 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $421k | 3.1k | 137.78 | |
| Zoetis Cl A (ZTS) | 0.2 | $416k | 2.8k | 146.32 | |
| CarMax (KMX) | 0.2 | $414k | 9.2k | 44.87 | |
| Arrow Electronics (ARW) | 0.2 | $410k | 3.4k | 121.00 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.2 | $403k | 15k | 26.33 | |
| Donaldson Company (DCI) | 0.2 | $402k | 4.9k | 81.85 | |
| Firstcash Holdings (FCFS) | 0.2 | $402k | 2.5k | 158.42 | |
| Qualcomm (QCOM) | 0.2 | $398k | 2.4k | 166.36 | |
| Allegion Ord Shs (ALLE) | 0.2 | $398k | 2.2k | 177.35 | |
| Analog Devices (ADI) | 0.2 | $384k | 1.6k | 245.70 | |
| Paccar (PCAR) | 0.2 | $383k | 3.9k | 98.32 | |
| Union Pacific Corporation (UNP) | 0.2 | $383k | 1.6k | 236.38 | |
| Home Depot (HD) | 0.2 | $379k | 935.00 | 405.19 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $376k | 388.00 | 968.09 | |
| Primerica (PRI) | 0.2 | $376k | 1.4k | 277.59 | |
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $373k | 15k | 24.82 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $366k | 8.1k | 45.08 | |
| Zions Bancorporation (ZION) | 0.2 | $365k | 6.4k | 56.58 | |
| Constellation Energy (CEG) | 0.2 | $363k | 1.1k | 329.07 | |
| EQT Corporation (EQT) | 0.2 | $362k | 6.7k | 54.43 | |
| Verisk Analytics (VRSK) | 0.2 | $362k | 1.4k | 251.51 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $358k | 1.1k | 328.17 | |
| Hologic (HOLX) | 0.1 | $358k | 5.3k | 67.49 | |
| Simpson Manufacturing (SSD) | 0.1 | $356k | 2.1k | 167.46 | |
| Keysight Technologies (KEYS) | 0.1 | $355k | 2.0k | 174.92 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $355k | 3.5k | 99.95 | |
| Morgan Stanley Com New (MS) | 0.1 | $353k | 2.2k | 158.96 | |
| Dollar Tree (DLTR) | 0.1 | $352k | 3.7k | 94.37 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $350k | 2.7k | 128.35 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $345k | 1.4k | 246.60 | |
| Onemain Holdings (OMF) | 0.1 | $339k | 6.0k | 56.46 | |
| Exelon Corporation (EXC) | 0.1 | $339k | 7.5k | 45.01 | |
| Valvoline Inc Common (VVV) | 0.1 | $339k | 9.4k | 35.91 | |
| First Solar (FSLR) | 0.1 | $335k | 1.5k | 220.53 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $331k | 1.1k | 307.86 | |
| Arista Networks Com Shs (ANET) | 0.1 | $328k | 2.2k | 145.71 | |
| Insight Enterprises (NSIT) | 0.1 | $322k | 2.8k | 113.41 | |
| Aptar (ATR) | 0.1 | $322k | 2.4k | 133.66 | |
| Henry Schein (HSIC) | 0.1 | $322k | 4.8k | 66.37 | |
| Verisign (VRSN) | 0.1 | $319k | 1.1k | 279.57 | |
| Owens Corning (OC) | 0.1 | $319k | 2.3k | 141.46 | |
| White Mountains Insurance Gp (WTM) | 0.1 | $318k | 190.00 | 1671.52 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $314k | 1.1k | 297.16 | |
| Core & Main Cl A (CNM) | 0.1 | $311k | 5.8k | 53.83 | |
| Abbvie (ABBV) | 0.1 | $309k | 1.3k | 231.54 | |
| Houlihan Lokey Cl A (HLI) | 0.1 | $299k | 1.5k | 205.32 | |
| Universal Technical Institute (UTI) | 0.1 | $299k | 9.2k | 32.55 | |
| Marsh & McLennan Companies | 0.1 | $297k | 1.5k | 201.53 | |
| Tesla Motors (TSLA) | 0.1 | $293k | 659.00 | 444.72 | |
| Xylem (XYL) | 0.1 | $292k | 2.0k | 147.50 | |
| Schlumberger Com Stk (SLB) | 0.1 | $289k | 8.4k | 34.37 | |
| American Tower Reit (AMT) | 0.1 | $285k | 1.5k | 192.32 | |
| Boston Scientific Corporation (BSX) | 0.1 | $283k | 2.9k | 97.63 | |
| Dupont De Nemours (DD) | 0.1 | $283k | 3.6k | 77.90 | |
| Perdoceo Ed Corp (PRDO) | 0.1 | $278k | 7.4k | 37.66 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $275k | 6.3k | 43.83 | |
| EOG Resources (EOG) | 0.1 | $270k | 2.4k | 112.12 | |
| Apollo Global Mgmt (APO) | 0.1 | $259k | 1.9k | 133.27 | |
| Hayward Hldgs (HAYW) | 0.1 | $252k | 17k | 15.12 | |
| Fortune Brands (FBIN) | 0.1 | $252k | 4.7k | 53.39 | |
| Bank of America Corporation (BAC) | 0.1 | $250k | 4.9k | 51.59 | |
| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $250k | 4.9k | 50.72 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $249k | 2.2k | 112.75 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $249k | 2.7k | 91.43 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $243k | 9.5k | 25.71 | |
| Gartner (IT) | 0.1 | $239k | 910.00 | 262.87 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $234k | 3.6k | 65.01 | |
| Crown Castle Intl (CCI) | 0.1 | $227k | 2.4k | 96.49 | |
| IDEXX Laboratories (IDXX) | 0.1 | $226k | 354.00 | 638.89 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $221k | 2.5k | 88.76 | |
| Iradimed (IRMD) | 0.1 | $218k | 3.1k | 71.16 | |
| Cavco Industries (CVCO) | 0.1 | $207k | 357.00 | 580.73 | |
| Diamondback Energy (FANG) | 0.1 | $207k | 1.4k | 143.10 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $205k | 2.1k | 99.45 | |
| American Electric Power Company (AEP) | 0.1 | $205k | 1.8k | 112.51 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $204k | 988.00 | 206.51 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $201k | 2.4k | 83.34 | |
| Mamamancini's Holdings (MAMA) | 0.1 | $157k | 16k | 10.13 | |
| American Vanguard (AVD) | 0.0 | $114k | 20k | 5.74 | |
| Abeona Therapeutics Com New (ABEO) | 0.0 | $84k | 16k | 5.28 | |
| National Cinemedia Com New (NCMI) | 0.0 | $66k | 15k | 4.51 | |
| Uranium Royalty Corp (UROY) | 0.0 | $57k | 13k | 4.30 |