Riverwater Partners LLC Q2 2025 Filing

Filed August 1, 2025

Portfolio Value

$212.4B

Holdings

202

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (202 positions)

StockValue
CLSETRUST FOR PROFESSIONAL MANAG
$12.1M
GKDGRAND CANYON ED INC
$5.6M
IDIINTERDIGITAL INC
$5.0M
AVSEAMERICAN CENTY ETF TR
$4.8M
EFVISHARES TR
$4.6M
TGLSTECNOGLASS INC
$4.4M
LMNRLIMONEIRA CO
$3.8M
AVSDAMERICAN CENTY ETF TR
$3.5M
HAEHAEMONETICS CORP MASS
$3.4M
CNXCNX RES CORP
$3.0M
IVVISHARES TR
$2.9M
CCBCOASTAL FINL CORP WA
$2.9M
PLMRPALOMAR HLDGS INC
$2.8M
MSFTMICROSOFT CORP
$2.7M
KRBNKRANESHARES TRUST
$2.7M
SNEXSTONEX GROUP INC
$2.7M
PCRBPUTNAM ETF TRUST
$2.5M
PLXSPLEXUS CORP
$2.5M
CPKCHESAPEAKE UTILS CORP
$2.4M
LMATLEMAITRE VASCULAR INC
$2.4M
DGXQUEST DIAGNOSTICS INC
$2.4M
BKHBLACK HILLS CORP
$2.3M
CVLCMORGAN STANLEY ETF TRUST
$2.3M
VECOVEECO INSTRS INC DEL
$2.3M
ICFIICF INTL INC
$2.2M
GOOGLALPHABET INC
$2.1M
SCHWSCHWAB CHARLES CORP
$2.0M
SKWDSKYWARD SPECIALTY INS GROUP
$2.0M
U6ZURANIUM ENERGY CORP
$1.9M
CIENCIENA CORP
$1.9M
ATMUATMUS FILTRATION TECHNOLOGIE
$1.8M
EX9EXELIXIS INC
$1.8M
TN1TENNANT CO
$1.8M
CBTCABOT CORP
$1.8M
WEAWESTERN ALLIANCE BANCORP
$1.8M
MMSIMERIT MED SYS INC
$1.7M
SOYSUNOPTA INC
$1.7M
MODMODINE MFG CO
$1.7M
AAAUGOLDMAN SACHS PHYSICAL GOLD
$1.6M
CFRCULLEN FROST BANKERS INC
$1.6M
NVDANVIDIA CORPORATION
$1.5M
DOXAMDOCS LTD
$1.5M
ECGEVERUS CONSTR GROUP
$1.5M
IRDMIRIDIUM COMMUNICATIONS INC
$1.5M
ITGRINTEGER HLDGS CORP
$1.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.5M
AZZAZZ INC
$1.4M
CROXCROCS INC
$1.4M
NNNNNN REIT INC
$1.4M
PGRPROGRESSIVE CORP
$1.4M
BOWBOWHEAD SPECIALTY HLDGS INC
$1.4M
PNWPINNACLE WEST CAP CORP
$1.3M
MDUMDU RES GROUP INC
$1.3M
JLLJONES LANG LASALLE INC
$1.3M
VVISA INC
$1.3M
AGMFEDERAL AGRIC MTG CORP
$1.3M
ARMKARAMARK
$1.3M
WRBYWARBY PARKER INC
$1.3M
AMZNAMAZON COM INC
$1.2M
PNFPPINNACLE FINL PARTNERS INC
$1.2M
LNTHLANTHEUS HLDGS INC
$1.2M
NCMINATIONAL CINEMEDIA INC
$1.1M
RRCRANGE RES CORP
$1.1M
AAPLAPPLE INC
$1.1M
ATRCATRICURE INC
$1.1M
LEUCENTRUS ENERGY CORP
$1.1M
AMANTERO MIDSTREAM CORP
$1.0M
KNFKNIFE RIVER CORP
$1.0M
LPXLOUISIANA PAC CORP
$1.0M
OWNSTIDAL TRUST III
$1.0M
BKNGBOOKING HOLDINGS INC
$990K
FERGFERGUSON ENTERPRISES INC
$989K
LLYELI LILLY & CO
$962K
BJBJS WHSL CLUB HLDGS INC
$956K
HSTMHEALTHSTREAM INC
$939K
DHRDANAHER CORPORATION
$920K
MSAMSA SAFETY INC
$916K
MRXMAREX GROUP PLC
$857K
ORCLORACLE CORP
$851K
ICEINTERCONTINENTAL EXCHANGE IN
$836K
COFCAPITAL ONE FINL CORP
$821K
ESGUISHARES TR
$813K
COSTCOSTCO WHSL CORP NEW
$811K
ULUNILEVER PLC
$802K
GOOGALPHABET INC
$794K
SGOVISHARES TR
$789K
TMOTHERMO FISHER SCIENTIFIC INC
$781K
METAMETA PLATFORMS INC
$745K
LINLINDE PLC
$732K
DARDARLING INGREDIENTS INC
$719K
ECLECOLAB INC
$713K
CARRCARRIER GLOBAL CORPORATION
$700K
AVGOBROADCOM INC
$641K
JPMJPMORGAN CHASE & CO.
$638K
NEENEXTERA ENERGY INC
$626K
CCOCAMECO CORP
$618K
PNCPNC FINL SVCS GROUP INC
$616K
UNHUNITEDHEALTH GROUP INC
$615K
MAMASTERCARD INCORPORATED
$611K
SONYSONY GROUP CORP
$588K
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