Riverwater Partners LLC

CIK

1882572

Location

Milwaukee, WI

Portfolio Value

Small $228,092,873

Diversification

Diversified

Filing Date

Global Rank

#3,913 / 8,603 ▲ 507 · as of Mar 2026

Top Industry

Software - Application 5.2%

3Y Alpha vs SPY

-5.8%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.0%

SPY

+76.5%

Annualised alpha

-6.1%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

3.1%

+0.3 pts

Top 5

11.8%

+0.3 pts

Top 10

19.7%

−0.3 pts

HHI

106

Diversified+4

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.9%	$45,494,186	32
Industrials	14.6%	$33,329,247	31
Financial Services	14.6%	$33,304,623	28
Healthcare	12.8%	$29,177,571	27
Consumer Defensive	7.5%	$17,005,917	12
Consumer Cyclical	6.9%	$15,761,735	16
Basic Materials	5.9%	$13,465,567	10
Energy	5.6%	$12,816,277	12
Utilities	5.1%	$11,636,148	8
Real Estate	3.7%	$8,497,553	5
Communication Services	1.9%	$4,292,688	2
Unclassified	1.5%	$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	$3,712,480
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 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

184 positions · $228,092,873 total · 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 184 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%	3.12%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Added	33,976	+1,206	$5,776,939	+6.0%	2.53%
VECO	Veeco Instruments Inc Technology	Added	161,343	+11,390	$5,463,073	+27.5%	2.40%
LMNR	Limoneira CO Consumer Defensive	Added	329,184	+67,756	$4,417,649	+33.8%	1.94%
DGX	Quest Diagnostics Inc Healthcare	Added	20,973	+5,232	$4,110,288	+50.5%	1.80%
AZZ	Azz Inc Industrials	Added	29,687	+10,227	$3,714,734	+78.1%	1.63%
SNEX	StoneX Group Inc. Financial Services	Added	46,032	+16,724	$3,712,480	+99.7%	1.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,819	-713	$3,686,231	−13.0%	1.62%
IDCC	InterDigital, Inc. Technology	Added	12,059	+482	$3,641,818	−1.2%	1.60%
TGLS	Tecnoglass Inc. Basic Materials	Added	76,520	+14,035	$3,408,966	+8.4%	1.49%
NNN	Nnn REIT, Inc. Real Estate	Added	79,447	+39,044	$3,339,157	+108.5%	1.46%
AAAU	Goldman Sachs Physical Gold ETF	Added	71,690	+11,365	$3,311,361	+29.0%	1.45%
ECG	Everus Construction Group, Inc. Industrials	Added	27,270	+1,125	$3,219,496	+43.9%	1.41%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Added	23,011	+7,777	$3,154,347	+63.5%	1.38%
PLXS	Plexus Corp Technology	Reduced	15,175	-2,670	$3,073,544	+17.2%	1.35%
MDU	Mdu Resources Group Inc Utilities	Added	147,111	+47,823	$3,048,139	+57.3%	1.34%
ATMU	Atmus Filtration Technologies Inc. Consumer Cyclical	Added	53,145	+2,388	$3,017,041	+14.5%	1.32%
JLL	Jones Lang Lasalle Inc Real Estate	Added	9,842	+3,343	$2,995,117	+37.0%	1.31%
KGS	Kodiak Gas Services, Inc. Energy	Added	50,762	+17,346	$2,960,439	+136.9%	1.30%
MEOH	Methanex Corp Basic Materials	NEW	47,049	NEW	$2,801,297	NEW	1.23%
MSFT	Microsoft Corp Technology	Added	7,478	+166	$2,768,131	−21.7%	1.21%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	12,734	-3,793	$2,759,585	+25.1%	1.21%
PNW	Pinnacle West Capital Corp Utilities	Added	27,199	+8,558	$2,740,299	+65.7%	1.20%
ICFI	ICF International, Inc. Industrials	Added	41,426	+8,702	$2,704,703	−3.1%	1.19%
EXEL	Exelixis, Inc. Healthcare	Added	62,070	+1,442	$2,662,182	+0.2%	1.17%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	30,438	NEW	$2,621,929	NEW	1.15%
RRC	Range Resources Corp Energy	Added	57,961	+21,256	$2,618,677	+102.3%	1.15%
JKHY	Jack Henry & Associates Inc Technology	NEW	16,462	NEW	$2,601,654	NEW	1.14%
HAE	Haemonetics Corp Healthcare	Added	46,052	+15,041	$2,595,490	+4.4%	1.14%
DGII	Digi International Inc Technology	Added	53,259	+15,558	$2,567,083	+57.3%	1.13%
LMAT	Lemaitre Vascular Inc Healthcare	Added	22,271	+908	$2,431,325	+40.3%	1.07%
GFF	Griffon Corp Industrials	Added	33,448	+17,767	$2,431,000	+110.5%	1.07%
PLPC	Preformed Line Products Co Industrials	Added	8,785	+3,241	$2,378,538	+107.6%	1.04%
AM	Antero Midstream Corp Energy	Added	100,368	+32,354	$2,288,390	+89.1%	1.00%
PLMR	Palomar Holdings, Inc. Financial Services	Added	18,903	+853	$2,258,908	−7.1%	0.99%
LPX	Louisiana-Pacific Corp Industrials	Added	30,970	+9,653	$2,253,067	+30.9%	0.99%
NPKI	NPK International Inc. Industrials	Reduced	155,150	-2,726	$2,248,123	+19.5%	0.99%
CPK	Chesapeake Utilities Corp Utilities	Added	17,527	+790	$2,214,886	+6.1%	0.97%
TALK	Talkspace, Inc. Healthcare	NEW	424,297	NEW	$2,195,736	NEW	0.96%
VMI	Valmont Industries Inc Industrials	Added	5,462	+1,787	$2,182,451	+47.6%	0.96%
CNX	CNX Resources Corp Energy	Added	54,942	+2,472	$2,118,014	+9.8%	0.93%
AAPL	Apple Inc. Technology	Added	8,215	+765	$2,084,884	+2.9%	0.91%
SKWD	Skyward Specialty Insurance Group, Inc. Financial Services	Added	47,614	+15,483	$2,079,779	+26.6%	0.91%
SCHW	Schwab Charles Corp Financial Services	Reduced	21,685	-9	$2,037,956	−6.0%	0.89%
ATRC	AtriCure, Inc. Healthcare	Added	70,506	+10,184	$2,011,536	−15.7%	0.88%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	25,370	NEW	$1,956,788	NEW	0.86%
BKH	Black Hills Corp /Sd/ Utilities	Reduced	28,047	-13,532	$1,946,742	−32.6%	0.85%
NVDA	Nvidia Corp Technology	Added	10,801	+872	$1,883,694	+1.7%	0.83%
CBT	Cabot Corp Basic Materials	Added	24,539	+1,101	$1,848,032	+19.0%	0.81%
BDC	Belden Inc. Technology	Added	15,968	+717	$1,833,605	+3.2%	0.80%