Riverwater Partners LLC

CIK

1882572

Location

Milwaukee, WI

Portfolio Value

Small $231,268,778

Diversification

Diversified

Filing Date

Global Rank

#3,902 / 8,622 ▲ 486 · as of Mar 2026

Top Industry

Software - Application 5.1%

3Y Alpha vs SPY

-6.4%

Period ended 4 months ago

Filed May 8, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.2%

SPY

+67.9%

Annualised alpha

-4.8%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

185 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.1%

+0.3 pts

Top 5

12.3%

+0.7 pts

Top 10

20.3%

−0.0 pts

HHI

106

Diversified+4

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.7%	$45,494,186	32
Financial Services	15.2%	$35,180,452	28
Industrials	14.4%	$33,329,247	31
Healthcare	12.6%	$29,177,571	27
Consumer Defensive	7.4%	$17,005,917	12
Consumer Cyclical	7.2%	$16,659,039	16
Basic Materials	5.8%	$13,465,567	10
Energy	5.7%	$13,219,049	13
Utilities	5.0%	$11,636,148	8
Real Estate	3.7%	$8,497,553	5
Communication Services	1.9%	$4,292,688	2
Unclassified	1.4%	$3,311,361	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LMNR	Limoneira CO	+67,756	329,184	$4,417,649
ALLT	Allot Ltd.	+52,306	220,995	$1,471,826
ADEA	Adeia Inc.	+49,378	295,876	$7,109,900
MDU	Mdu Resources Group Inc	+47,823	147,111	$3,048,139
NNN	Nnn REIT, Inc.	+39,044	79,447	$3,339,157
AIOT	Powerfleet, Inc.	+38,380	57,570	$177,315
AM	Antero Midstream Corp	+32,354	100,368	$2,288,390
RRC	Range Resources Corp	+21,256	57,961	$2,618,677
GFF	Griffon Corp	+17,767	33,448	$2,431,000
KGS	Kodiak Gas Services, Inc.	+17,346	50,762	$2,960,439
SNEX	StoneX Group Inc.	+16,724	46,032	$5,568,721
DGII	Digi International Inc	+15,558	53,259	$2,567,083
SKWD	Skyward Specialty Insurance Group, Inc.	+15,483	47,614	$2,079,779
HAE	Haemonetics Corp	+15,041	46,052	$2,595,490
TGLS	Tecnoglass Holdings Inc.	+14,035	76,520	$3,408,966
SF	Stifel Financial Corp	+12,797	23,279	$1,720,783
VECO	Veeco Instruments Inc	+11,390	161,343	$5,463,073
AAAU	Goldman Sachs Physical Gold ETF	+11,365	71,690	$3,311,361
AZZ	Azz Inc	+10,227	29,687	$3,714,734
ATRC	AtriCure, Inc.	+10,184	70,506	$2,011,536
LPX	Louisiana-Pacific Corp	+9,653	30,970	$2,253,067
ICFI	ICF International, Inc.	+8,702	41,426	$2,704,703
PNW	Pinnacle West Capital Corp	+8,558	27,199	$2,740,299
CFR	Cullen/Frost Bankers, Inc.	+7,777	23,011	$3,154,347
DGX	Quest Diagnostics Inc	+5,232	20,973	$4,110,288
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WRBY	Warby Parker Inc.	−25,102	46,759	$985,212
BKH	Black Hills Corp /Sd/	−13,532	28,047	$1,946,742
CCB	Coastal Financial Corp	−9,449	20,152	$1,533,567
MOD	Modine Manufacturing Co	−3,793	12,734	$2,759,585
GLW	Corning Inc /Ny	−3,588	4,563	$620,431
CCJ	Cameco Corp	−3,586	2,834	$307,800
PHG	Koninklijke Philips NV	−2,932	17,263	$473,006
NPKI	NPK International Inc.	−2,726	155,150	$2,248,123
PLXS	Plexus Corp	−2,670	15,175	$3,073,544
UTI	Universal Technical Institute Inc	−2,209	6,987	$252,230
DCI	DONALDSON Co INC	−1,845	3,068	$260,381
IRMD	Iradimed Corp	−779	2,285	$219,954
GOOGL	Alphabet Inc.	−713	12,819	$3,686,231
HSIC	Henry Schein Inc	−672	4,175	$307,697
UROY	Uranium Royalty Corp.	−636	12,519	$45,694
HAYW	Hayward Holdings, Inc.	−568	19,438	$260,080
MRSH	Marsh & Mclennan Companies, Inc.	−421	1,551	$269,020
ARW	Arrow Electronics, Inc.	−376	2,244	$321,812
ARMK	Aramark	−328	30,298	$1,228,280
ABEO	Abeona Therapeutics Inc.	−309	19,066	$85,415
VVV	Valvoline Inc	−304	10,359	$348,891
GTES	Gates Industrial Corp plc	−281	14,759	$333,700
MAMA	Mama's Creations, Inc.	−239	15,260	$234,088
LLY	ELI LILLY & Co	−239	1,157	$1,064,173
CNM	Core & Main, Inc.	−223	5,529	$273,132
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
MEOH	Methanex Corp	47,049	$2,801,297
PNFP	Pinnacle Financial Partners, Inc.	30,438	$2,621,929
JKHY	Jack Henry & Associates Inc	16,462	$2,601,654
TALK	Talkspace, Inc.	424,297	$2,195,736
SFM	Sprouts Farmers Market, Inc.	25,370	$1,956,788
DKS	Dick's Sporting Goods, Inc.	8,606	$1,706,483
CWK	Cushman & Wakefield Ltd.	134,229	$1,645,647
PWP	Perella Weinberg Partners	90,241	$1,638,776
CRL	Charles River Laboratories International, Inc.	9,292	$1,602,870
NTCT	Netscout Systems Inc	42,151	$1,339,980
CENX	Century Aluminum Co	22,650	$1,329,328
LEG	Leggett & Platt Inc	117,224	$1,158,173
GOOS	Canada Goose Holdings Inc.	77,406	$849,143
TILE	Interface Inc	31,444	$783,584
FTNT	Fortinet, Inc.	3,907	$319,280
FCN	Fti Consulting, Inc	1,774	$313,589
HURN	Huron Consulting Group Inc.	2,016	$257,019
MWA	Mueller Water Products, Inc.	9,328	$256,426
CVX	Chevron Corp	1,222	$252,831
CBRE	Cbre Group, Inc.	1,844	$249,788
WMT	Walmart Inc.	1,962	$243,837
CTRA	Coterra Energy Inc.	6,853	$240,814
VRTX	Vertex Pharmaceuticals Inc / Ma	525	$234,433
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
AGM	Federal Agricultural Mortgage Corp	10,160	$1,783,791
WAL	Western Alliance Bancorporation	19,398	$1,630,789
DOX	Amdocs Ltd	19,699	$1,585,966
CIEN	Ciena Corp	6,683	$1,562,953
LAZ	Lazard, Inc.	29,801	$1,447,136
TNC	Tennant Co	17,613	$1,298,078
UEC	Uranium Energy Corp	97,388	$1,137,491
STKL	SunOpta Inc.	290,123	$1,102,467
BOW	Bowhead Specialty Holdings Inc.	36,496	$1,041,595
ORCL	Oracle Corp	2,809	$547,502
CSX	Csx Corp	12,817	$464,616
SONY	Sony Group Corp	17,236	$441,241
MS	Morgan Stanley	2,188	$388,435
CRM	Salesforce, Inc.	1,232	$326,369
SLB	Slb Limited/Nv	8,433	$323,658
APO	Apollo Global Management, Inc.	1,891	$273,741
ZBRA	Zebra Technologies Corp	1,037	$251,804
FBIN	Fortune Brands Innovations, Inc.	4,715	$235,844
BSX	Boston Scientific Corp	2,309	$220,163
SSNC	SS&C Technologies Holdings Inc	2,492	$217,850
PRDO	PERDOCEO EDUCATION Corp	7,393	$216,836
CCI	Crown Castle Inc.	2,349	$208,755
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

185 tracked positions · $231,268,778 total · filing declares 213 positions · $299,965,084 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 185 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ADEA	Adeia Inc. Technology	Added	295,876	+49,378	$7,109,900	+67.2%	3.07%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Added	33,976	+1,206	$5,776,939	+6.0%	2.50%
SNEX	StoneX Group Inc. Financial Services	Added	46,032	+16,724	$5,568,721	+33.2%	2.41%
VECO	Veeco Instruments Inc Technology	Added	161,343	+11,390	$5,463,073	+27.5%	2.36%
LMNR	Limoneira CO Consumer Defensive	Added	329,184	+67,756	$4,417,649	+33.8%	1.91%
DGX	Quest Diagnostics Inc Healthcare	Added	20,973	+5,232	$4,110,288	+50.5%	1.78%
AZZ	Azz Inc Industrials	Added	29,687	+10,227	$3,714,734	+78.1%	1.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,819	-713	$3,686,231	−13.0%	1.59%
IDCC	InterDigital, Inc. Technology	Added	12,059	+482	$3,641,818	−1.2%	1.57%
TGLS	Tecnoglass Holdings Inc. Basic Materials	Added	76,520	+14,035	$3,408,966	+8.4%	1.47%
NNN	Nnn REIT, Inc. Real Estate	Added	79,447	+39,044	$3,339,157	+108.5%	1.44%
AAAU	Goldman Sachs Physical Gold ETF	Added	71,690	+11,365	$3,311,361	+29.0%	1.43%
ECG	Everus Construction Group, Inc. Industrials	Added	27,270	+1,125	$3,219,496	+43.9%	1.39%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Added	23,011	+7,777	$3,154,347	+63.5%	1.36%
PLXS	Plexus Corp Technology	Reduced	15,175	-2,670	$3,073,544	+17.2%	1.33%
MDU	Mdu Resources Group Inc Utilities	Added	147,111	+47,823	$3,048,139	+57.3%	1.32%
ATMU	Atmus Filtration Technologies Inc. Consumer Cyclical	Added	53,145	+2,388	$3,017,041	+14.5%	1.30%
JLL	Jones Lang Lasalle Inc Real Estate	Added	9,842	+3,343	$2,995,117	+37.0%	1.30%
KGS	Kodiak Gas Services, Inc. Energy	Added	50,762	+17,346	$2,960,439	+136.9%	1.28%
MEOH	Methanex Corp Basic Materials	NEW	47,049	NEW	$2,801,297	NEW	1.21%
MSFT	Microsoft Corp Technology	Added	7,478	+166	$2,768,131	−21.7%	1.20%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	12,734	-3,793	$2,759,585	+25.1%	1.19%
PNW	Pinnacle West Capital Corp Utilities	Added	27,199	+8,558	$2,740,299	+65.7%	1.18%
ICFI	ICF International, Inc. Industrials	Added	41,426	+8,702	$2,704,703	−3.1%	1.17%
EXEL	Exelixis, Inc. Healthcare	Added	62,070	+1,442	$2,662,182	+0.2%	1.15%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	30,438	NEW	$2,621,929	NEW	1.13%
RRC	Range Resources Corp Energy	Added	57,961	+21,256	$2,618,677	+102.3%	1.13%
JKHY	Jack Henry & Associates Inc Technology	NEW	16,462	NEW	$2,601,654	NEW	1.12%
HAE	Haemonetics Corp Healthcare	Added	46,052	+15,041	$2,595,490	+4.4%	1.12%
DGII	Digi International Inc Technology	Added	53,259	+15,558	$2,567,083	+57.3%	1.11%
LMAT	Lemaitre Vascular Inc Healthcare	Added	22,271	+908	$2,431,325	+40.3%	1.05%
GFF	Griffon Corp Industrials	Added	33,448	+17,767	$2,431,000	+110.5%	1.05%
PLPC	Preformed Line Products Co Industrials	Added	8,785	+3,241	$2,378,538	+107.6%	1.03%
AM	Antero Midstream Corp Energy	Added	100,368	+32,354	$2,288,390	+89.1%	0.99%
PLMR	Palomar Holdings, Inc. Financial Services	Added	18,903	+853	$2,258,908	−7.1%	0.98%
LPX	Louisiana-Pacific Corp Industrials	Added	30,970	+9,653	$2,253,067	+30.9%	0.97%
NPKI	NPK International Inc. Industrials	Reduced	155,150	-2,726	$2,248,123	+19.5%	0.97%
CPK	Chesapeake Utilities Corp Utilities	Added	17,527	+790	$2,214,886	+6.1%	0.96%
TALK	Talkspace, Inc. Healthcare	NEW	424,297	NEW	$2,195,736	NEW	0.95%
VMI	Valmont Industries Inc Industrials	Added	5,462	+1,787	$2,182,451	+47.6%	0.94%
CNX	CNX Resources Corp Energy	Added	54,942	+2,472	$2,118,014	+9.8%	0.92%
AAPL	Apple Inc. Technology	Added	8,215	+765	$2,084,884	+2.9%	0.90%
SKWD	Skyward Specialty Insurance Group, Inc. Financial Services	Added	47,614	+15,483	$2,079,779	+26.6%	0.90%
SCHW	Schwab Charles Corp Financial Services	Reduced	21,685	-9	$2,037,956	−6.0%	0.88%
ATRC	AtriCure, Inc. Healthcare	Added	70,506	+10,184	$2,011,536	−15.7%	0.87%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	25,370	NEW	$1,956,788	NEW	0.85%
BKH	Black Hills Corp /Sd/ Utilities	Reduced	28,047	-13,532	$1,946,742	−32.6%	0.84%
NVDA	Nvidia Corp Technology	Added	10,801	+872	$1,883,694	+1.7%	0.81%
CBT	Cabot Corp Basic Materials	Added	24,539	+1,101	$1,848,032	+19.0%	0.80%
BDC	Belden Inc. Technology	Added	15,968	+717	$1,833,605	+3.2%	0.79%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.