Riverwater Partners LLC

Est. AUM

$300.0M

13F long equity, this entity only

Positions

213

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TRUST FOR PROFESSIONAL MANAG	CONVERGENCE LNG	$14.8M	524596	4.92%	SOLE
2	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$8.8M	132575	2.94%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$8.7M	13369	2.91%	SOLE
4	ADEIA INC	COM	$7.1M	295876	2.37%	SOLE
5	GRAND CANYON ED INC	COM	$5.8M	33976	1.93%	SOLE
6	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$5.6M	75873	1.86%	SOLE
7	VEECO INSTRS INC DEL	COM	$5.5M	161343	1.82%	SOLE
8	ISHARES TR	EAFE VALUE ETF	$5.4M	72288	1.79%	SOLE
9	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$4.7M	58304	1.56%	SOLE
10	LIMONEIRA CO	COM	$4.4M	329184	1.47%	SOLE
11	QUEST DIAGNOSTICS INC	COM	$4.1M	20973	1.37%	SOLE
12	AZZ INC	COM	$3.7M	29687	1.24%	SOLE
13	STONEX GROUP INC	COM	$3.7M	46032	1.24%	SOLE
14	ALPHABET INC	CAP STK CL A	$3.7M	12819	1.23%	SOLE
15	INTERDIGITAL INC	COM	$3.6M	12059	1.21%	SOLE
16	ISHARES TR	0-3 MNTH TREASRY	$3.5M	34763	1.17%	SOLE
17	TECNOGLASS INC	ORD SHS	$3.4M	76520	1.14%	SOLE
18	NNN REIT INC	COM	$3.3M	79447	1.11%	SOLE
19	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$3.3M	71690	1.10%	SOLE
20	EVERUS CONSTR GROUP	COM	$3.2M	27270	1.07%	SOLE
21	CULLEN FROST BANKERS INC	COM	$3.2M	23011	1.05%	SOLE
22	PLEXUS CORP	COM	$3.1M	15175	1.02%	SOLE
23	MDU RES GROUP INC	COM	$3.0M	147111	1.02%	SOLE
24	ATMUS FILTRATION TECHNOLOGIE	COM	$3.0M	53145	1.01%	SOLE
25	JONES LANG LASALLE INC	COM	$3.0M	9842	1.00%	SOLE
26	KODIAK GAS SVCS INC	COM	$3.0M	50762	0.99%	SOLE
27	ISHARES TR	ESG AWR US AGRGT	$3.0M	62083	0.98%	SOLE
28	METHANEX CORP	COM	$2.8M	47049	0.93%	SOLE
29	MICROSOFT CORP	COM	$2.8M	7478	0.92%	SOLE
30	MODINE MFG CO	COM	$2.8M	12734	0.92%	SOLE
31	PINNACLE WEST CAP CORP	COM	$2.7M	27199	0.91%	SOLE
32	ICF INTL INC	COM	$2.7M	41426	0.90%	SOLE
33	EXELIXIS INC	COM	$2.7M	62070	0.89%	SOLE
34	PINNACLE FINL PARTNERS INC	COM	$2.6M	30438	0.87%	SOLE
35	RANGE RES CORP	COM	$2.6M	57961	0.87%	SOLE
36	HENRY JACK & ASSOC INC	COM	$2.6M	16462	0.87%	SOLE
37	HAEMONETICS CORP MASS	COM	$2.6M	46052	0.87%	SOLE
38	DIGI INTL INC	COM	$2.6M	53259	0.86%	SOLE
39	KRANESHARES TRUST	GLOBAL CARB STRA	$2.5M	84950	0.84%	SOLE
40	GRIFFON CORP	COM	$2.4M	33448	0.81%	SOLE
41	LEMAITRE VASCULAR INC	COM	$2.4M	22271	0.81%	SOLE
42	PREFORMED LINE PRODS CO	COM	$2.4M	8785	0.79%	SOLE
43	ANTERO MIDSTREAM CORP	COM	$2.3M	100368	0.76%	SOLE
44	PALOMAR HLDGS INC	COM	$2.3M	18903	0.75%	SOLE
45	LOUISIANA PAC CORP	COM	$2.3M	30970	0.75%	SOLE
46	NPK INTERNATIONAL INC	COM SHS	$2.2M	155150	0.75%	SOLE
47	CHESAPEAKE UTILS CORP	COM	$2.2M	17527	0.74%	SOLE
48	TALKSPACE INC	COM	$2.2M	424297	0.73%	SOLE
49	VALMONT INDS INC	COM	$2.2M	5462	0.73%	SOLE
50	CNX RES CORP	COM	$2.1M	54942	0.71%	SOLE

1–50 of 213

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.