Riverwater Partners LLC
Top Portfolio Positions
185 positions ·
$229,412,536 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ADEA |
Adeia Inc.
Technology
|
295,876 | $7,109,900 | 3.10% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
33,976 | $5,776,939 | 2.52% | |
| VECO |
Veeco Instruments Inc
Technology
|
161,343 | $5,463,073 | 2.38% | |
| LMNR |
Limoneira CO
Consumer Defensive
|
329,184 | $4,417,649 | 1.93% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
20,973 | $4,110,288 | 1.79% | |
| AZZ |
Azz Inc
Industrials
|
29,687 | $3,714,734 | 1.62% | |
| SNEX |
StoneX Group Inc.
Financial Services
|
46,032 | $3,712,480 | 1.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,819 | $3,686,231 | 1.61% | |
| IDCC |
InterDigital, Inc.
Technology
|
12,059 | $3,641,818 | 1.59% | |
| TGLS |
Tecnoglass Inc.
Basic Materials
|
76,520 | $3,408,966 | 1.49% |
Portfolio Trend
18 quarters · across all stocks
Holdings in NPKI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,248,123 | 155,150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,881,881 | 157,876 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $439,110 | 38,825 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $330,400 | 38,825 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $228,850 | 39,389 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $481,990 | 62,841 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $532,528 | 76,844 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $656,722 | 79,028 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $543,333 | 75,254 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $478,836 | 72,114 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $222,681 | 32,226 | Shares | Sole | 2023-10-18 | |
| No 13F history on record for this holder in this stock. | ||||||