Riverwater Partners as of March 31, 2026
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 | |
| American Centy Etf Tr Avantis Responsi (AVSE) | 2.9 | $8.8M | 133k | 66.57 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $8.7M | 13k | 653.22 | |
| Adeia (ADEA) | 2.4 | $7.1M | 296k | 24.03 | |
| Grand Canyon Education (LOPE) | 1.9 | $5.8M | 34k | 170.03 | |
| American Centy Etf Tr Avantis Responsi (AVSD) | 1.9 | $5.6M | 76k | 73.65 | |
| Veeco Instruments (VECO) | 1.8 | $5.5M | 161k | 33.86 | |
| Ishares Tr Eafe Value Etf (EFV) | 1.8 | $5.4M | 72k | 74.35 | |
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 1.6 | $4.7M | 58k | 80.06 | |
| Limoneira Company (LMNR) | 1.5 | $4.4M | 329k | 13.42 | |
| Quest Diagnostics Incorporated (DGX) | 1.4 | $4.1M | 21k | 195.98 | |
| AZZ Incorporated (AZZ) | 1.2 | $3.7M | 30k | 125.13 | |
| Stonex Group (SNEX) | 1.2 | $3.7M | 46k | 80.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.7M | 13k | 287.56 | |
| InterDigital (IDCC) | 1.2 | $3.6M | 12k | 302.01 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $3.5M | 35k | 100.66 | |
| Tecnoglass Ord Shs (TGLS) | 1.1 | $3.4M | 77k | 44.55 | |
| National Retail Properties (NNN) | 1.1 | $3.3M | 79k | 42.03 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 1.1 | $3.3M | 72k | 46.19 | |
| Everus Constr Group (ECG) | 1.1 | $3.2M | 27k | 118.06 | |
| Cullen/Frost Bankers (CFR) | 1.1 | $3.2M | 23k | 137.08 | |
| Plexus (PLXS) | 1.0 | $3.1M | 15k | 202.54 | |
| MDU Resources (MDU) | 1.0 | $3.0M | 147k | 20.72 | |
| Atmus Filtration Technologies Ord (ATMU) | 1.0 | $3.0M | 53k | 56.77 | |
| Jones Lang LaSalle Incorporated (JLL) | 1.0 | $3.0M | 9.8k | 304.32 | |
| Kodiak Gas Svcs (KGS) | 1.0 | $3.0M | 51k | 58.32 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.0 | $3.0M | 62k | 47.55 | |
| Methanex Corp (MEOH) | 0.9 | $2.8M | 47k | 59.54 | |
| Microsoft Corporation (MSFT) | 0.9 | $2.8M | 7.5k | 370.17 | |
| Modine Manufacturing (MOD) | 0.9 | $2.8M | 13k | 216.71 | |
| Pinnacle West Capital Corporation (PNW) | 0.9 | $2.7M | 27k | 100.75 | |
| ICF International (ICFI) | 0.9 | $2.7M | 41k | 65.29 | |
| Exelixis (EXEL) | 0.9 | $2.7M | 62k | 42.89 | |
| Pinnacle Finl Partners (PNFP) | 0.9 | $2.6M | 30k | 86.14 | |
| Range Resources (RRC) | 0.9 | $2.6M | 58k | 45.18 | |
| Jack Henry & Associates (JKHY) | 0.9 | $2.6M | 17k | 158.04 | |
| Haemonetics Corporation (HAE) | 0.9 | $2.6M | 46k | 56.36 | |
| Digi International (DGII) | 0.9 | $2.6M | 53k | 48.20 | |
| Kraneshares Trust Global Carb Stra (KRBN) | 0.8 | $2.5M | 85k | 29.69 | |
| LeMaitre Vascular (LMAT) | 0.8 | $2.4M | 22k | 109.17 | |
| Griffon Corporation (GFF) | 0.8 | $2.4M | 33k | 72.68 | |
| Preformed Line Products Company (PLPC) | 0.8 | $2.4M | 8.8k | 270.75 | |
| Antero Midstream Corp antero midstream (AM) | 0.8 | $2.3M | 100k | 22.80 | |
| Palomar Hldgs (PLMR) | 0.8 | $2.3M | 19k | 119.50 | |
| Louisiana-Pacific Corporation (LPX) | 0.8 | $2.3M | 31k | 72.75 | |
| Npk International Com Shs (NPKI) | 0.7 | $2.2M | 155k | 14.49 | |
| Chesapeake Utilities Corporation (CPK) | 0.7 | $2.2M | 18k | 126.37 | |
| Talkspace (TALK) | 0.7 | $2.2M | 424k | 5.17 | |
| Valmont Industries (VMI) | 0.7 | $2.2M | 5.5k | 399.60 | |
| Cnx Resources Corporation (CNX) | 0.7 | $2.1M | 55k | 38.55 | |
| Apple (AAPL) | 0.7 | $2.1M | 8.2k | 253.79 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.7 | $2.1M | 48k | 43.68 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $2.1M | 26k | 80.58 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $2.0M | 22k | 93.98 | |
| AtriCure (ATRC) | 0.7 | $2.0M | 71k | 28.53 | |
| Sprouts Fmrs Mkt (SFM) | 0.7 | $2.0M | 25k | 77.13 | |
| Black Hills Corporation (BKH) | 0.6 | $1.9M | 28k | 69.41 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.9M | 11k | 174.40 | |
| Cabot Corporation (CBT) | 0.6 | $1.8M | 25k | 75.31 | |
| Belden (BDC) | 0.6 | $1.8M | 16k | 114.83 | |
| Merit Medical Systems (MMSI) | 0.6 | $1.8M | 26k | 68.93 | |
| Stifel Financial (SF) | 0.6 | $1.7M | 23k | 73.92 | |
| Dick's Sporting Goods (DKS) | 0.6 | $1.7M | 8.6k | 198.29 | |
| Ishares Core Msci Emkt (IEMG) | 0.6 | $1.7M | 24k | 69.75 | |
| Cushman And Wakefield Common Shares (CWK) | 0.5 | $1.6M | 134k | 12.26 | |
| Perella Weinberg Partners Class A Com (PWP) | 0.5 | $1.6M | 90k | 18.16 | |
| Charles River Laboratories (CRL) | 0.5 | $1.6M | 9.3k | 172.50 | |
| Msa Safety Inc equity (MSA) | 0.5 | $1.6M | 9.7k | 163.94 | |
| Coastal Finl Corp Wa Com New (CCB) | 0.5 | $1.5M | 20k | 76.10 | |
| Amazon (AMZN) | 0.5 | $1.5M | 7.1k | 208.27 | |
| Allot SHS (ALLT) | 0.5 | $1.5M | 221k | 6.66 | |
| Bj's Wholesale Club Holdings (BJ) | 0.5 | $1.5M | 15k | 98.42 | |
| Visa Com Cl A (V) | 0.5 | $1.5M | 4.8k | 302.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | 3.0k | 479.20 | |
| Ea Series Trust Cambria Us Equal (USEW) | 0.5 | $1.4M | 29k | 48.88 | |
| Provident Financial Services (PFS) | 0.5 | $1.4M | 67k | 21.16 | |
| NetScout Systems (NTCT) | 0.4 | $1.3M | 42k | 31.79 | |
| Century Aluminum Company (CENX) | 0.4 | $1.3M | 23k | 58.69 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | 4.6k | 286.86 | |
| Worthington Industries (WOR) | 0.4 | $1.3M | 25k | 52.14 | |
| Aramark Hldgs (ARMK) | 0.4 | $1.2M | 30k | 40.54 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.2M | 2.4k | 491.53 | |
| Danaher Corporation (DHR) | 0.4 | $1.2M | 6.1k | 189.60 | |
| Leggett & Platt (LEG) | 0.4 | $1.2M | 117k | 9.88 | |
| Tidal Trust Iii Affordable Hous (OWNS) | 0.4 | $1.1M | 65k | 17.34 | |
| PNC Financial Services (PNC) | 0.4 | $1.1M | 5.3k | 208.09 | |
| Knife River Corp Common Stock (KNF) | 0.4 | $1.1M | 13k | 81.65 | |
| Eli Lilly & Co. (LLY) | 0.4 | $1.1M | 1.2k | 919.77 | |
| Broadcom (AVGO) | 0.3 | $993k | 3.2k | 309.51 | |
| Crocs (CROX) | 0.3 | $992k | 12k | 83.02 | |
| Warby Parker Cl A Com (WRBY) | 0.3 | $985k | 47k | 21.07 | |
| Booking Holdings (BKNG) | 0.3 | $935k | 222.00 | 4210.32 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $923k | 4.7k | 198.29 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $896k | 8.8k | 102.25 | |
| Progressive Corporation (PGR) | 0.3 | $869k | 4.4k | 198.24 | |
| Intuit (INTU) | 0.3 | $865k | 2.0k | 432.38 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.3 | $849k | 77k | 10.97 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $845k | 6.0k | 141.41 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $838k | 3.6k | 233.26 | |
| Linde SHS (LIN) | 0.3 | $830k | 1.7k | 495.76 | |
| Agnico (AEM) | 0.3 | $812k | 4.0k | 202.98 | |
| Costco Wholesale Corporation (COST) | 0.3 | $795k | 798.00 | 996.43 | |
| Nextera Energy (NEE) | 0.3 | $785k | 8.5k | 92.88 | |
| Interface (TILE) | 0.3 | $784k | 31k | 24.92 | |
| Avery Dennison Corporation (AVY) | 0.2 | $741k | 4.3k | 172.68 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $738k | 1.5k | 499.66 | |
| Capital One Financial (COF) | 0.2 | $735k | 4.0k | 182.43 | |
| Ecolab (ECL) | 0.2 | $727k | 2.7k | 266.02 | |
| TJX Companies (TJX) | 0.2 | $724k | 4.5k | 159.70 | |
| UnitedHealth (UNH) | 0.2 | $711k | 2.6k | 270.59 | |
| Intercontinental Exchange (ICE) | 0.2 | $694k | 4.4k | 157.28 | |
| Carrier Global Corporation (CARR) | 0.2 | $689k | 12k | 56.31 | |
| Becton, Dickinson and (BDX) | 0.2 | $687k | 4.4k | 157.23 | |
| Phillips 66 (PSX) | 0.2 | $659k | 3.6k | 182.17 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $652k | 2.2k | 294.16 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $651k | 4.7k | 138.33 | |
| Unilever Spon Adr New (UL) | 0.2 | $651k | 11k | 56.97 | |
| Corning Incorporated (GLW) | 0.2 | $620k | 4.6k | 135.97 | |
| Meta Platforms Cl A (META) | 0.2 | $607k | 1.1k | 572.13 | |
| Cdw (CDW) | 0.2 | $603k | 5.0k | 121.02 | |
| Amrize SHS (AMRZ) | 0.2 | $577k | 10k | 56.02 | |
| Keysight Technologies (KEYS) | 0.2 | $576k | 2.0k | 282.37 | |
| L3harris Technologies (LHX) | 0.2 | $575k | 1.7k | 345.15 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $565k | 6.2k | 90.53 | |
| Amphenol Corp Cl A (APH) | 0.2 | $555k | 4.4k | 126.35 | |
| EOG Resources (EOG) | 0.2 | $535k | 3.7k | 144.57 | |
| Equifax (EFX) | 0.2 | $529k | 2.9k | 180.07 | |
| Allegion Ord Shs (ALLE) | 0.2 | $525k | 3.6k | 145.29 | |
| Analog Devices (ADI) | 0.2 | $518k | 1.6k | 318.14 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $503k | 381.00 | 1320.83 | |
| EQT Corporation (EQT) | 0.2 | $503k | 7.9k | 63.64 | |
| Masco Corporation (MAS) | 0.2 | $494k | 8.2k | 60.37 | |
| Arch Cap Group Ord (ACGL) | 0.2 | $493k | 5.1k | 95.99 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $492k | 2.5k | 194.14 | |
| Verisk Analytics (VRSK) | 0.2 | $484k | 2.6k | 189.75 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $473k | 17k | 27.40 | |
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.2 | $472k | 9.2k | 51.03 | |
| SYSCO Corporation (SYY) | 0.2 | $465k | 6.5k | 71.33 | |
| Carlisle Companies (CSL) | 0.2 | $457k | 1.4k | 333.62 | |
| Steris Shs Usd (STE) | 0.2 | $454k | 2.1k | 221.13 | |
| Paccar (PCAR) | 0.1 | $438k | 3.8k | 115.50 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $422k | 2.0k | 209.02 | |
| Dollar Tree (DLTR) | 0.1 | $409k | 3.7k | 109.51 | |
| White Mountains Insurance Gp (WTM) | 0.1 | $404k | 184.00 | 2196.96 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $403k | 2.4k | 169.66 | |
| Union Pacific Corporation (UNP) | 0.1 | $397k | 1.6k | 242.63 | |
| Hologic | 0.1 | $391k | 5.2k | 75.59 | |
| Zoetis Cl A (ZTS) | 0.1 | $383k | 3.2k | 118.21 | |
| Verisign (VRSN) | 0.1 | $383k | 1.5k | 248.36 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $376k | 8.0k | 47.02 | |
| Firstcash Holdings (FCFS) | 0.1 | $375k | 2.0k | 188.00 | |
| Primerica (PRI) | 0.1 | $373k | 1.5k | 250.48 | |
| Exelon Corporation (EXC) | 0.1 | $365k | 7.4k | 49.02 | |
| S&p Global (SPGI) | 0.1 | $363k | 854.00 | 425.34 | |
| Zions Bancorporation (ZION) | 0.1 | $359k | 6.2k | 57.62 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $350k | 1.1k | 320.81 | |
| Valvoline Inc Common (VVV) | 0.1 | $349k | 10k | 33.68 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.1 | $345k | 15k | 22.56 | |
| Aptar (ATR) | 0.1 | $344k | 2.7k | 126.02 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $344k | 4.8k | 71.77 | |
| Gates Indl Corp Ord Shs (GTES) | 0.1 | $334k | 15k | 22.61 | |
| Arrow Electronics (ARW) | 0.1 | $322k | 2.2k | 143.41 | |
| Fortinet (FTNT) | 0.1 | $319k | 3.9k | 81.72 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $316k | 6.9k | 45.50 | |
| FTI Consulting (FCN) | 0.1 | $314k | 1.8k | 176.77 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $313k | 2.7k | 113.98 | |
| Qualcomm (QCOM) | 0.1 | $311k | 2.4k | 128.78 | |
| Onemain Holdings (OMF) | 0.1 | $310k | 5.8k | 53.49 | |
| Cameco Corporation (CCJ) | 0.1 | $308k | 2.8k | 108.61 | |
| Henry Schein (HSIC) | 0.1 | $308k | 4.2k | 73.70 | |
| Constellation Energy (CEG) | 0.1 | $305k | 1.1k | 279.25 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $298k | 997.00 | 298.85 | |
| Tesla Motors (TSLA) | 0.1 | $297k | 798.00 | 371.75 | |
| First Solar (FSLR) | 0.1 | $292k | 1.5k | 197.26 | |
| Nike CL B (NKE) | 0.1 | $291k | 5.5k | 52.82 | |
| Cavco Industries (CVCO) | 0.1 | $289k | 596.00 | 484.29 | |
| Diamondback Energy (FANG) | 0.1 | $287k | 1.5k | 197.79 | |
| Home Depot (HD) | 0.1 | $285k | 865.00 | 328.89 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $280k | 468.00 | 597.19 | |
| Arista Networks Com Shs (ANET) | 0.1 | $277k | 2.3k | 122.78 | |
| Core & Main Cl A (CNM) | 0.1 | $273k | 5.5k | 49.40 | |
| Insight Enterprises (NSIT) | 0.1 | $272k | 4.1k | 67.01 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $269k | 1.6k | 173.45 | |
| American Tower Reit (AMT) | 0.1 | $268k | 1.6k | 172.58 | |
| Donaldson Company (DCI) | 0.1 | $260k | 3.1k | 84.87 | |
| Hayward Hldgs (HAYW) | 0.1 | $260k | 19k | 13.38 | |
| Huron Consulting (HURN) | 0.1 | $257k | 2.0k | 127.49 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $256k | 9.3k | 27.49 | |
| Xylem (XYL) | 0.1 | $256k | 2.1k | 119.50 | |
| Blackrock (BLK) | 0.1 | $254k | 264.00 | 961.71 | |
| Johnson & Johnson (JNJ) | 0.1 | $253k | 1.0k | 244.44 | |
| Chevron Corporation (CVX) | 0.1 | $253k | 1.2k | 206.90 | |
| Universal Technical Institute (UTI) | 0.1 | $252k | 7.0k | 36.10 | |
| Houlihan Lokey Cl A (HLI) | 0.1 | $252k | 1.8k | 143.62 | |
| Cbre Group Cl A (CBRE) | 0.1 | $250k | 1.8k | 135.46 | |
| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $246k | 4.9k | 50.61 | |
| Wal-Mart Stores (WMT) | 0.1 | $244k | 2.0k | 124.28 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $243k | 3.6k | 68.47 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $241k | 6.9k | 35.14 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $238k | 9.5k | 25.10 | |
| Owens Corning (OC) | 0.1 | $235k | 2.2k | 108.22 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $234k | 525.00 | 446.54 | |
| Mamamancini's Holdings (MAMA) | 0.1 | $234k | 15k | 15.33 | |
| American Electric Power Company (AEP) | 0.1 | $231k | 1.8k | 131.09 | |
| ExlService Holdings (EXLS) | 0.1 | $231k | 7.6k | 30.45 | |
| Iradimed (IRMD) | 0.1 | $220k | 2.3k | 96.26 | |
| Globus Med Cl A (GMED) | 0.1 | $208k | 2.4k | 86.16 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $206k | 2.3k | 90.94 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $203k | 2.6k | 77.08 | |
| Powerfleet (AIOT) | 0.1 | $177k | 58k | 3.08 | |
| Abeona Therapeutics Com New (ABEO) | 0.0 | $85k | 19k | 4.48 | |
| American Vanguard (AVD) | 0.0 | $61k | 25k | 2.49 | |
| Uranium Royalty Corp (UROY) | 0.0 | $46k | 13k | 3.65 |
