Riverwater Partners LLC

Registered adviser

CIK

1882572

Location

Milwaukee, WI

Portfolio Value

Small $335,641,154

Diversification

Diversified

Filing Date

Global Rank

#4,900 / 8,819 ▼ 50

Top Industry

Software - Application 7.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 283540

Roster of Oct 1, 2026

Regulatory AUM

$660,866,025

Main clients

Individuals and high net worth (73% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$660,866,025	Individuals and high net worth (73%)
Apr 2025 to Mar 2026	$600,209,973	Individuals and high net worth (76%)
Apr 2024 to Mar 2025	$871,740,008	Individuals and high net worth (50%)
May 2023 to Mar 2024	$746,659,835	Individuals and high net worth (52%)
Apr 2023	$746,659,835	Individuals and high net worth (52%)
Apr 2022 to Mar 2023	$894,906,446	Diversified

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 30.6%, 51.4 effective positions, active share 80.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

35.7% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 9.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 80.8%; sector active share 19.3% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

208 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.5%

+0.6 pts

Top 5

23.1%

+0.3 pts

Top 10

30.6%

−0.2 pts

HHI

195

Diversified+9

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	23.8%	$79,909,984	25
Technology	18.4%	$61,617,696	35
Industrials	12.3%	$41,123,558	33
Financial Services	10.4%	$35,007,471	27
Healthcare	9.6%	$32,093,053	24
Consumer Cyclical	5.4%	$18,161,138	14
Consumer Defensive	5.2%	$17,582,060	10
Energy	4.0%	$13,369,284	13
Utilities	3.6%	$12,129,627	8
Basic Materials	3.3%	$10,926,573	12
Real Estate	2.5%	$8,406,850	4
Communication Services	1.6%	$5,313,860	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NTCT	Netscout Systems Inc	+88,513	130,664	$5,690,417
NPKI	NPK International Inc.	+35,946	191,096	$3,040,337
TILE	Interface Inc	+25,640	57,084	$2,045,890
SGOV	iShares 0-3 Month Treasury Bond ETF	+16,518	51,281	$5,162,458
CROX	Crocs, Inc.	+14,962	26,913	$3,246,784
CENX	Century Aluminum Co	+14,668	37,318	$1,717,001
SKWD	Skyward Specialty Insurance Group, Inc.	+12,215	59,829	$3,491,022
AAAU	Goldman Sachs Physical Gold ETF	+10,936	82,626	$3,269,510
HAYW	Hayward Holdings, Inc.	+8,798	28,236	$488,765
LMNR	Limoneira CO	+8,253	337,437	$4,430,547
IDCC	InterDigital, Inc.	+7,753	19,812	$5,609,371
PNFP	Pinnacle Financial Partners, Inc.	+6,970	37,408	$3,773,719
ALLT	Allot Ltd.	+6,375	227,370	$2,012,224
BKNG	Booking Holdings Inc.	+5,915	6,137	$1,093,858
ABEO	Abeona Therapeutics Inc.	+5,238	24,304	$150,198
MWA	Mueller Water Products, Inc.	+5,028	14,356	$370,815
MDU	Mdu Resources Group Inc	+4,699	151,810	$3,219,890
NVDA	Nvidia Corp	+4,224	15,025	$3,006,352
CVLC	Calvert US Large-Cap Core Responsible Index ETF	+4,179	62,483	$5,902,769
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+3,221	65,304	$3,096,062
AM	Antero Midstream Corp	+3,139	103,507	$2,354,784
EXLS	ExlService Holdings, Inc.	+2,680	10,262	$265,375
RRC	Range Resources Corp	+2,497	60,458	$2,248,433
CDW	CDW Corp	+2,218	7,204	$1,013,170
CWK	Cushman & Wakefield Ltd.	+2,074	136,303	$1,825,097
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−129,835	294,462	$1,531,202
VECO	Veeco Instruments Inc	−115,096	46,247	$3,505,522
ADEA	Adeia Inc.	−71,993	223,883	$7,372,467
PWP	Perella Weinberg Partners	−43,794	46,447	$741,294
LPX	Louisiana-Pacific Corp	−26,825	4,145	$326,045
—		−20,648	64,302	$2,132,254
SNEX	StoneX Group Inc.	−16,997	29,035	$3,440,647
CLSE	Convergence Long/Short Equity ETF	−15,199	509,397	$17,388,266
AVSE	Avantis Responsible Emerging Markets Equity ETF	−12,300	120,275	$9,842,945
NNN	Nnn REIT, Inc.	−10,688	68,759	$3,199,356
CNX	CNX Resources Corp	−9,286	45,656	$1,549,108
ATMU	Atmus Filtration Technologies Inc.	−9,234	43,911	$2,239,021
ECG	Everus Construction Group, Inc.	−8,326	18,944	$3,143,756
KGS	Kodiak Gas Services, Inc.	−6,775	43,987	$3,304,743
ARMK	Aramark	−6,261	24,037	$1,367,705
AVSD	Avantis Responsible International Equity ETF	−6,038	69,835	$5,578,699
IEMG	iShares Trust	−5,604	18,799	$1,557,309
MOD	Modine Manufacturing Co	−4,423	8,311	$2,219,203
DGII	Digi International Inc	−4,356	48,903	$3,665,279
DHR	Danaher Corp	−3,560	2,564	$488,390
MAMA	Mama's Creations, Inc.	−2,853	12,407	$221,464
TJX	Tjx Companies Inc	−2,645	1,886	$285,729
GOOG	Alphabet Inc.	−2,370	2,260	$798,525
AZZ	Azz Inc	−2,238	27,449	$4,255,967
V	Visa Inc.	−2,194	2,608	$894,778
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
STVN	Stevanato Group S.p.A.	247,454	$4,471,493
PDFS	Pdf Solutions Inc	44,866	$3,176,064
MIDD	MIDDLEBY Corp	11,917	$2,049,842
RDVT	Red Violet, Inc.	31,467	$2,005,077
LWAY	Lifeway Foods, Inc.	65,180	$1,944,971
OII	Oceaneering International Inc	25,798	$1,045,334
KNX	Knight-Swift Transportation Holdings Inc.	13,099	$1,020,019
KALU	Kaiser Aluminum Corp	4,408	$862,337
WERN	Werner Enterprises Inc	17,883	$779,877
SUNB	Sunbelt Rentals Holdings, Inc.	8,033	$600,948
MU	Micron Technology Inc	424	$489,418
ABT	Abbott Laboratories	4,687	$425,298
RACE	Ferrari N.V.	1,122	$417,709
AMD	Advanced Micro Devices Inc	673	$390,952
APD	Air Products & Chemicals, Inc.	1,158	$339,502
INTC	Intel Corp	2,092	$292,105
SLB	Slb Limited	6,081	$282,705
ABBV	AbbVie Inc.	1,039	$261,453
FBIN	Fortune Brands Innovations, Inc.	4,627	$254,022
AMAT	Applied Materials Inc	323	$233,529
DVN	Devon Energy Corp	5,040	$208,252
CAT	Caterpillar Inc	195	$207,655
BAC	Bank Of America Corp	3,568	$203,304
SSD	Simpson Manufacturing Co., Inc.	968	$202,650
ALLY	Ally Financial Inc.	4,387	$201,582
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TGLS	Tecnoglass Holdings Inc.	76,520	$3,408,966
CRL	Charles River Laboratories International, Inc.	9,292	$1,602,870
—		117,224	$1,158,173
WRBY	Warby Parker Inc.	46,759	$985,212
GOOS	Canada Goose Holdings Inc.	77,406	$849,143
MA	Mastercard Inc	1,476	$737,498
APH	Amphenol Corp	4,390	$554,676
EFX	Equifax Inc	2,935	$528,505
VRSK	Verisk Analytics, Inc.	2,551	$484,052
SYY	Sysco Corp	6,514	$464,643
—		5,172	$390,951
ZTS	Zoetis Inc.	3,242	$383,236
VRSN	Verisign Inc	1,543	$383,219
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	7,995	$375,924
FCFS	FirstCash Holdings, Inc.	1,992	$374,496
SPGI	S&P Global Inc.	854	$363,240
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	1,092	$350,324
ARW	Arrow Electronics, Inc.	2,244	$321,812
NKE	NIKE, Inc.	5,510	$291,038
FANG	Diamondback Energy, Inc.	1,452	$287,191
MRSH	Marsh & Mclennan Companies, Inc.	1,551	$269,020
AMT	American Tower Corp	1,552	$267,844
XYL	Xylem Inc.	2,138	$255,491
UTI	Universal Technical Institute Inc	6,987	$252,230
WMT	Walmart Inc.	1,962	$243,837
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

208 tracked positions · $335,641,154 total · filing declares 209 positions · $336,804,887 · as of Jun 30, 2026

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

Showing 1–50 of 208 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CLSE	Convergence Long/Short Equity ETF	Reduced	509,397	-15,199	$17,388,266	+17.8%	18	$15.60	5.18%
IVV	iShares Core S&P 500 ETF	Added	13,935	+566	$10,435,782	+19.5%	6	unpriced	3.11%
AVSE	Avantis Responsible Emerging Markets Equity ETF	Reduced	120,275	-12,300	$9,842,945	+11.5%	7	$56.26	2.93%
ADEA	Adeia Inc. Technology	Reduced	223,883	-71,993	$7,372,467	+3.7%	4	$15.73	2.20%
CVLC	Calvert US Large-Cap Core Responsible Index ETF	Added	62,483	+4,179	$5,902,769	+26.5%	7	$78.09	1.76%
NTCT	Netscout Systems Inc Technology	Added	130,664	+88,513	$5,690,417	+324.7%	2	$34.86	1.70%
IDCC	InterDigital, Inc. Technology	Added	19,812	+7,753	$5,609,371	+54.0%	13	$203.96	1.67%
AVSD	Avantis Responsible International Equity ETF	Reduced	69,835	-6,038	$5,578,699	−0.2%	7	$64.18	1.66%
EFV	iShares MSCI EAFE Value ETF	Held	72,288	0	$5,533,646	+3.0%	15	unpriced	1.65%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	51,281	+16,518	$5,162,458	+47.5%	5	unpriced	1.54%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Added	34,870	+894	$4,990,245	−13.6%	19	before history	1.49%
DGX	Quest Diagnostics Inc Healthcare	Added	21,609	+636	$4,580,027	+11.4%	19	before history	1.36%
STVN	Stevanato Group S.p.A. Healthcare	NEW	247,454	NEW	$4,471,493	NEW	1	$16.89	1.33%
LMNR	Limoneira CO Consumer Defensive	Added	337,437	+8,253	$4,430,547	+0.3%	19	before history	1.32%
AZZ	Azz Inc Industrials	Reduced	27,449	-2,238	$4,255,967	+14.6%	18	$84.15	1.27%
PLXS	Plexus Corp Technology	Reduced	13,654	-1,521	$4,105,348	+33.6%	17	$110.69	1.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,641	-2,178	$3,802,774	+3.2%	17	unpriced	1.13%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Added	37,408	+6,970	$3,773,719	+43.9%	2	$93.59	1.12%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Added	23,787	+776	$3,675,567	+16.5%	19	before history	1.10%
DGII	Digi International Inc Technology	Reduced	48,903	-4,356	$3,665,279	+42.8%	4	$37.99	1.09%
PLPC	Preformed Line Products Co Industrials	Added	8,920	+135	$3,662,195	+54.0%	4	$217.13	1.09%
HAE	Haemonetics Corp Healthcare	Added	47,645	+1,593	$3,573,375	+37.7%	15	$73.93	1.06%
VECO	Veeco Instruments Inc Technology	Reduced	46,247	-115,096	$3,505,522	−35.8%	19	before history	1.04%
SKWD	Skyward Specialty Insurance Group, Inc. Financial Services	Added	59,829	+12,215	$3,491,022	+67.9%	8	$43.18	1.04%
SNEX	StoneX Group Inc. Financial Services	Reduced	29,035	-16,997	$3,440,647	−7.3%	8	unpriced	1.03%
GFF	Griffon Corp Industrials	Added	34,540	+1,092	$3,368,686	+38.6%	5	$77.86	1.00%
KGS	Kodiak Gas Services, Inc. Energy	Reduced	43,987	-6,775	$3,304,743	+11.6%	3	$39.86	0.98%
AAAU	Goldman Sachs Physical Gold ETF	Added	82,626	+10,936	$3,269,510	−1.3%	19	before history	0.97%
VMI	Valmont Industries Inc Industrials	Added	5,644	+182	$3,259,974	+49.4%	4	$409.93	0.97%
EXEL	Exelixis, Inc. Healthcare	Reduced	59,896	-2,174	$3,258,941	+22.4%	7	$35.37	0.97%
CROX	Crocs, Inc. Consumer Cyclical	Added	26,913	+14,962	$3,246,784	+227.2%	18	$105.00	0.97%
MDU	Mdu Resources Group Inc Utilities	Added	151,810	+4,699	$3,219,890	+5.6%	8	unpriced	0.96%
NNN	Nnn REIT, Inc. Real Estate	Reduced	68,759	-10,688	$3,199,356	−4.2%	16	$42.66	0.95%
PDFS	Pdf Solutions Inc Technology	NEW	44,866	NEW	$3,176,064	NEW	1	$49.57	0.95%
ECG	Everus Construction Group, Inc. Industrials	Reduced	18,944	-8,326	$3,143,756	−2.4%	6	$57.04	0.94%
JLL	Jones Lang Lasalle Inc Real Estate	Added	10,134	+292	$3,141,033	+4.9%	19	before history	0.94%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Added	65,304	+3,221	$3,096,062	+4.9%	2	unpriced	0.92%
ICFI	ICF International, Inc. Industrials	Added	42,427	+1,001	$3,091,231	+14.3%	19	before history	0.92%
NPKI	NPK International Inc. Industrials	Added	191,096	+35,946	$3,040,337	+35.2%	12	$11.60	0.91%
PNW	Pinnacle West Capital Corp Utilities	Added	28,099	+900	$3,006,593	+9.7%	19	before history	0.90%
NVDA	Nvidia Corp Technology	Added	15,025	+4,224	$3,006,352	+59.6%	12	$125.95	0.90%
AAPL	Apple Inc. Technology	Added	9,563	+1,348	$2,767,149	+32.7%	19	before history	0.82%
MSFT	Microsoft Corp Technology	Reduced	6,954	-524	$2,593,981	−6.3%	19	before history	0.77%
AVEM	Avantis Emerging Markets Equity ETF	Held	25,542	0	$2,464,547	+19.7%	2	$83.04	0.73%
PLMR	Palomar Holdings, Inc. Financial Services	Added	19,194	+291	$2,425,929	+7.4%	8	$94.00	0.72%
AM	Antero Midstream Corp Energy	Added	103,507	+3,139	$2,354,784	+2.9%	6	$18.19	0.70%
CBT	Cabot Corp Basic Materials	Added	24,917	+378	$2,262,961	+22.5%	8	$98.19	0.67%
RRC	Range Resources Corp Energy	Added	60,458	+2,497	$2,248,433	−14.1%	6	$38.52	0.67%
MEOH	Methanex Corp Basic Materials	Added	48,682	+1,633	$2,246,674	−19.8%	2	$50.61	0.67%
ATMU	Atmus Filtration Technologies Inc. Consumer Cyclical	Reduced	43,911	-9,234	$2,239,021	−25.8%	8	$33.84	0.67%

Showing the top 50 of 208 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.