Riverwater Partners LLC

CIK: 0001882572Latest portfolio: $258.0M · Q4 2025

Holdings

212

Total Value

$258.0M

New Positions

212

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
CLSETRUST FOR PROFESSIONAL MANAG
515,745$14.0M5.43%NEW
2
AVSEAMERICAN CENTY ETF TR
125,369$8.0M3.10%NEW
3
IVVISHARES TR
10,605$7.0M2.71%NEW
4
AVSDAMERICAN CENTY ETF TR
69,811$5.0M1.94%NEW
5
GKDGRAND CANYON ED INC
32,770$5.0M1.94%NEW
6
EFVISHARES TR
72,288$5.0M1.94%NEW
7
CVLCMORGAN STANLEY ETF TRUST
50,270$4.0M1.55%NEW
8
ADEAADEIA INC
246,498$4.0M1.55%NEW
9
GOOGLALPHABET INC
13,532$4.0M1.55%NEW
10
VECOVEECO INSTRS INC DEL
149,953$4.0M1.55%NEW
11
IDIINTERDIGITAL INC
11,577$3.0M1.16%NEW
12
KRBNKRANESHARES TRUST
91,505$3.0M1.16%NEW
13
MSFTMICROSOFT CORP
7,312$3.0M1.16%NEW
14
LMNRLIMONEIRA CO
261,428$3.0M1.16%NEW
15
TGLSTECNOGLASS INC
62,485$3.0M1.16%NEW
16
CCBCOASTAL FINL CORP WA
29,601$3.0M1.16%NEW
17
MODMODINE MFG CO
16,527$2.0M0.78%NEW
18
JLLJONES LANG LASALLE INC
6,499$2.0M0.78%NEW
19
SGOVISHARES TR
24,863$2.0M0.78%NEW
20
PCRBPUTNAM ETF TRUST
57,473$2.0M0.78%NEW
21
EX9EXELIXIS INC
60,628$2.0M0.78%NEW
22
PLMRPALOMAR HLDGS INC
18,050$2.0M0.78%NEW
23
SCHWSCHWAB CHARLES CORP
21,694$2.0M0.78%NEW
24
HAEHAEMONETICS CORP MASS
31,011$2.0M0.78%NEW
25
DGXQUEST DIAGNOSTICS INC
15,741$2.0M0.78%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.4000800070005002e+115T)
Technology0.0% ($4.0004000300020003e+61T)
Industrials0.0% ($2.0002000200020005e+50T)
Healthcare0.0% ($2.000200020002e+40T)
Unknown0.0% ($5.000300020001e+35T)
Energy0.0% ($1000100010001000192.0T)
Basic Materials0.0% ($300010001.0T)
Utilities0.0% ($200020.0T)
Consumer Cyclical0.0% ($200010.0T)
Consumer Defensive0.0% ($3000.0T)
Communication Services0.0% ($4.0T)
Real Estate0.0% ($200.0B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$258.0M212
Q3 2025Oct 31, 2025$240.9B0
Q2 2025Aug 1, 2025$212.4B202
Q1 2025Apr 21, 2025$194.8B202
Q4 2024Feb 13, 2025$205.5B212

Fund Information

CIK0001882572
Most Recent FilingFeb 12, 2026
Number of Filings5

Riverwater Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $258.0M across 212 holdings. The largest position is TRUST FOR PROFESSIONAL MANAG (CLSE), representing 5.4% of the portfolio. Compared to the previous quarter, the fund opened 212 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.