Riverwater Partners
Milwaukee, WIfiles as Riverwater Partners LLC
$337m in 209 US stocks at the end of 30 June 2026. The top 10 are 23.3% of the money. It changed about 15.3% of the portfolio this quarter.
Value
$337m
Stocks
209
Top 10 share
23.3%
Turnover
15.3%
What changed this quarter
New
Bought for the first time this quarter.
- Stevanato Group S.p.A.STVN1.3% of the fund
- PDF SolutionsPDFS0.9% of the fund
- MiddlebyMIDD0.6% of the fund
- Red VioletRDVT0.6% of the fund
- Lifeway FoodsLWAY0.6% of the fund
- Oceaneering InternationalOII0.3% of the fund
- Knight-Swift Transportation HoldingsKNX0.3% of the fund
- Kaiser AluminumKALU0.3% of the fund
- Werner EnterprisesWERN0.2% of the fund
- Sunbelt Rentals HoldingsSUNB0.2% of the fund
- Micron TechnologyMU0.1% of the fund
- Abbott LaboratoriesABT0.1% of the fund
- FerrariRACE0.1% of the fund
- Advanced Micro DevicesAMD0.1% of the fund
- Air Products & ChemicalsAPD0.1% of the fund
- IntelINTC<0.1% of the fund
- SLB LimitedSLB<0.1% of the fund
- AbbVieABBV<0.1% of the fund
- Fortune Brands InnovationsFBIN<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Devon EnergyDVN<0.1% of the fund
- CaterpillarCAT<0.1% of the fund
- Bank of AmericaBAC<0.1% of the fund
- Simpson ManufacturingSSD<0.1% of the fund
- Ally FinancialALLY<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV3.1% of the fund+4%
- Morgan Stanley ETF TrustCVLC1.8% of the fund+7%
- Netscout SystemsNTCT1.7% of the fund+210%
- InterDigitalIDCC1.7% of the fund+64%
- Ishares TRSGOV1.5% of the fund+48%
- Grand Canyon EducationLOPE1.5% of the fund+3%
- Quest DiagnosticsDGX1.4% of the fund+3%
- LimoneiraLMNR1.3% of the fund+3%
- Pinnacle Financial PartnersPNFP1.1% of the fund+23%
- Cullen/frost BankersCFR1.1% of the fund+3%
- HaemoneticsHAE1.1% of the fund+3%
- Skyward Specialty Insurance GroupSKWD1.0% of the fund+26%
- GriffonGFF1.0% of the fund+3%
- Goldman Sachs Physical GoldAAAU1.0% of the fund+15%
- Valmont IndustriesVMI1.0% of the fund+3%
- CrocsCROX1.0% of the fund+125%
- MDU Resources GroupMDU1.0% of the fund+3%
- Jones Lang LasalleJLL0.9% of the fund+3%
- Ishares TREAGG0.9% of the fund+5%
- ICF InternationalICFI0.9% of the fund+2%
- NPK InternationalNPKI0.9% of the fund+23%
- Pinnacle West CapitalPNW0.9% of the fund+3%
- NvidiaNVDA0.9% of the fund+39%
- AppleAAPL0.8% of the fund+16%
- Antero MidstreamAM0.7% of the fund+3%
Cut
Sold some of their stake.
- Trust FOR Professional ManagCLSE5.2% of the fund-3%
- American Centy ETF TRAVSE2.9% of the fund-9%
- AdeiaADEA2.2% of the fund-24%
- American Centy ETF TRAVSD1.7% of the fund-8%
- AZZAZZ1.3% of the fund-8%
- PlexusPLXS1.2% of the fund-10%
- AlphabetGOOGL1.1% of the fund-17%
- Digi InternationalDGII1.1% of the fund-8%
- Veeco InstrumentsVECO1.0% of the fund-71%
- StoneX GroupSNEX1.0% of the fund-37%
- Kodiak Gas ServicesKGS1.0% of the fund-13%
- ExelixisEXEL1.0% of the fund-4%
- NNN ReitNNN0.9% of the fund-13%
- Everus Construction GroupECG0.9% of the fund-31%
- MicrosoftMSFT0.8% of the fund-7%
- Atmus Filtration TechnologiesATMU0.7% of the fund-17%
- Modine ManufacturingMOD0.7% of the fund-35%
- Kraneshares TrustKRBN0.6% of the fund-24%
- Jack Henry & AssociatesJKHY0.6% of the fund-8%
- IsharesIEMG0.5% of the fund-23%
- CNX ResourcesCNX0.5% of the fund-17%
- TalkspaceTALK0.5% of the fund-31%
- Berkshire HathawayBRK-B0.4% of the fund-9%
- AramarkARMK0.4% of the fund-21%
- Ishares TRESGU0.3% of the fund-6%
Sold out
Sold their entire stake.
- Tecnoglass HoldingsTGLS-100%
- Charles River Laboratories InternationalCRL-100%
- Leggett & PlattLEG-100%
- Warby ParkerWRBY-100%
- Canada Goose HoldingsGOOS-100%
- MastercardMA-100%
- AmphenolAPH-100%
- EquifaxEFX-100%
- Verisk AnalyticsVRSK-100%
- SyscoSYY-100%
- Hologic-100%
- ZoetisZTS-100%
- VerisignVRSN-100%
- Ishares TRESML-100%
- FirstCash HoldingsFCFS-100%
- S&P GlobalSPGI-100%
- Vanguard Index FDSVTI-100%
- Arrow ElectronicsARW-100%
- NikeNKE-100%
- Diamondback EnergyFANG-100%
- Marsh & McLennan CompaniesMRSH-100%
- American TowerAMT-100%
- XylemXYL-100%
- Universal Technical InstituteUTI-100%
- WalmartWMT-100%
Holdings
- Trust FOR Professional ManagCLSE
- Share
- 5.2%
- Value
- $17m
- Shares
- 509,397
-3%
- Ishares TRIVV
- Share
- 3.1%
- Value
- $10m
- Shares
- 13,935
+4%
- American Centy ETF TRAVSE
- Share
- 2.9%
- Value
- $10m
- Shares
- 120,275
-9%
- Morgan Stanley ETF TrustCVLC
- Share
- 1.8%
- Value
- $6m
- Shares
- 62,483
+7%
- American Centy ETF TRAVSD
- Share
- 1.7%
- Value
- $6m
- Shares
- 69,835
-8%
- Ishares TREFV
- Share
- 1.6%
- Value
- $6m
- Shares
- 72,288
Held
- Ishares TRSGOV
- Share
- 1.5%
- Value
- $5m
- Shares
- 51,281
+48%
- Goldman Sachs Physical GoldAAAU
- Share
- 1.0%
- Value
- $3m
- Shares
- 82,626
+15%
- Ishares TREAGG
- Share
- 0.9%
- Value
- $3m
- Shares
- 65,304
+5%
- American Centy ETF TRAVEM
- Share
- 0.7%
- Value
- $2m
- Shares
- 25,542
Held
- MethanexMEOH
- Share
- 0.7%
- Value
- $2m
- Shares
- 48,682
+3%
- Kraneshares TrustKRBN
- Share
- 0.6%
- Value
- $2m
- Shares
- 64,302
-24%
- EA Series TrustUSEW
- Share
- 0.5%
- Value
- $2m
- Shares
- 29,285
Held
- IsharesIEMG
- Share
- 0.5%
- Value
- $2m
- Shares
- 18,799
-23%
- TalkspaceTALK
- Share
- 0.5%
- Value
- $2m
- Shares
- 294,462
-31%
- Quaker Invt TROWNS
- Share
- 0.3%
- Value
- $1m
- Shares
- 65,945
Held
- Ishares TRIUSV
- Share
- 0.3%
- Value
- $1m
- Shares
- 9,463
+8%
- Ishares TRESGU
- Share
- 0.3%
- Value
- $914,424
- Shares
- 5,587
-6%
- Vanguard Intl Equity Index FVT
- Share
- 0.3%
- Value
- $891,974
- Shares
- 5,683
+21%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Trust FOR Professional ManagCLSE | 5.2% | $17m | 509,397 | -3% |
| Ishares TRIVV | 3.1% | $10m | 13,935 | +4% |
| American Centy ETF TRAVSE | 2.9% | $10m | 120,275 | -9% |
| AdeiaADEA | 2.2% | $7m | 223,883 | -24% |
| Morgan Stanley ETF TrustCVLC | 1.8% | $6m | 62,483 | +7% |
| Netscout SystemsNTCT | 1.7% | $6m | 130,664 | +210% |
| InterDigitalIDCC | 1.7% | $6m | 19,812 | +64% |
| American Centy ETF TRAVSD | 1.7% | $6m | 69,835 | -8% |
| Ishares TREFV | 1.6% | $6m | 72,288 | Held |
| Ishares TRSGOV | 1.5% | $5m | 51,281 | +48% |
| Grand Canyon EducationLOPE | 1.5% | $5m | 34,870 | +3% |
| Quest DiagnosticsDGX | 1.4% | $5m | 21,609 | +3% |
| Stevanato Group S.p.A.STVN | 1.3% | $4m | 247,454 | New |
| LimoneiraLMNR | 1.3% | $4m | 337,437 | +3% |
| AZZAZZ | 1.3% | $4m | 27,449 | -8% |
| PlexusPLXS | 1.2% | $4m | 13,654 | -10% |
| AlphabetGOOGL | 1.1% | $4m | 10,641 | -17% |
| Pinnacle Financial PartnersPNFP | 1.1% | $4m | 37,408 | +23% |
| Cullen/frost BankersCFR | 1.1% | $4m | 23,787 | +3% |
| Digi InternationalDGII | 1.1% | $4m | 48,903 | -8% |
| Preformed Line ProductsPLPC | 1.1% | $4m | 8,920 | Held |
| HaemoneticsHAE | 1.1% | $4m | 47,645 | +3% |
| Veeco InstrumentsVECO | 1.0% | $4m | 46,247 | -71% |
| Skyward Specialty Insurance GroupSKWD | 1.0% | $3m | 59,829 | +26% |
| StoneX GroupSNEX | 1.0% | $3m | 29,035 | -37% |
| GriffonGFF | 1.0% | $3m | 34,540 | +3% |
| Kodiak Gas ServicesKGS | 1.0% | $3m | 43,987 | -13% |
| Goldman Sachs Physical GoldAAAU | 1.0% | $3m | 82,626 | +15% |
| Valmont IndustriesVMI | 1.0% | $3m | 5,644 | +3% |
| ExelixisEXEL | 1.0% | $3m | 59,896 | -4% |
| CrocsCROX | 1.0% | $3m | 26,913 | +125% |
| MDU Resources GroupMDU | 1.0% | $3m | 151,810 | +3% |
| NNN ReitNNN | 0.9% | $3m | 68,759 | -13% |
| PDF SolutionsPDFS | 0.9% | $3m | 44,866 | New |
| Everus Construction GroupECG | 0.9% | $3m | 18,944 | -31% |
| Jones Lang LasalleJLL | 0.9% | $3m | 10,134 | +3% |
| Ishares TREAGG | 0.9% | $3m | 65,304 | +5% |
| ICF InternationalICFI | 0.9% | $3m | 42,427 | +2% |
| NPK InternationalNPKI | 0.9% | $3m | 191,096 | +23% |
| Pinnacle West CapitalPNW | 0.9% | $3m | 28,099 | +3% |
| NvidiaNVDA | 0.9% | $3m | 15,025 | +39% |
| AppleAAPL | 0.8% | $3m | 9,563 | +16% |
| MicrosoftMSFT | 0.8% | $3m | 6,954 | -7% |
| American Centy ETF TRAVEM | 0.7% | $2m | 25,542 | Held |
| Palomar HoldingsPLMR | 0.7% | $2m | 19,194 | Held |
| Antero MidstreamAM | 0.7% | $2m | 103,507 | +3% |
| CabotCBT | 0.7% | $2m | 24,917 | Held |
| Range ResourcesRRC | 0.7% | $2m | 60,458 | +4% |
| MethanexMEOH | 0.7% | $2m | 48,682 | +3% |
| Atmus Filtration TechnologiesATMU | 0.7% | $2m | 43,911 | -17% |
| Modine ManufacturingMOD | 0.7% | $2m | 8,311 | -35% |
| Sprouts Farmers MarketSFM | 0.7% | $2m | 26,157 | +3% |
| Chesapeake UtilitiesCPK | 0.6% | $2m | 17,798 | Held |
| Lemaitre VascularLMAT | 0.6% | $2m | 22,593 | Held |
| Charles SchwabSCHW | 0.6% | $2m | 23,399 | +8% |
| Kraneshares TrustKRBN | 0.6% | $2m | 64,302 | -24% |
| Black HillsBKH | 0.6% | $2m | 28,480 | Held |
| Amazon.comAMZN | 0.6% | $2m | 8,828 | +24% |
| Jack Henry & AssociatesJKHY | 0.6% | $2m | 15,121 | -8% |
| MiddlebyMIDD | 0.6% | $2m | 11,917 | New |
| InterfaceTILE | 0.6% | $2m | 57,084 | +82% |
| Dick's Sporting GoodsDKS | 0.6% | $2m | 8,879 | +3% |
| AllotALLT | 0.6% | $2m | 227,370 | +3% |
| Red VioletRDVT | 0.6% | $2m | 31,467 | New |
| AtriCureATRC | 0.6% | $2m | 71,596 | Held |
| Lifeway FoodsLWAY | 0.6% | $2m | 65,180 | New |
| BeldenBDC | 0.6% | $2m | 16,215 | Held |
| Cushman & WakefieldCWK | 0.5% | $2m | 136,303 | Held |
| Merit Medical SystemsMMSI | 0.5% | $2m | 26,292 | Held |
| MSA SafetyMSA | 0.5% | $2m | 10,155 | +5% |
| Century AluminumCENX | 0.5% | $2m | 37,318 | +65% |
| Stifel FinancialSF | 0.5% | $2m | 24,008 | +3% |
| EA Series TrustUSEW | 0.5% | $2m | 29,285 | Held |
| Provident Financial ServicesPFS | 0.5% | $2m | 68,457 | Held |
| IsharesIEMG | 0.5% | $2m | 18,799 | -23% |
| CNX ResourcesCNX | 0.5% | $2m | 45,656 | -17% |
| Coastal FinancialCCB | 0.5% | $2m | 19,899 | Held |
| TalkspaceTALK | 0.5% | $2m | 294,462 | -31% |
| Eli LillyLLY | 0.4% | $2m | 1,255 | +8% |
| BroadcomAVGO | 0.4% | $1m | 3,862 | +20% |
| BJ's Wholesale Club HoldingsBJ | 0.4% | $1m | 16,213 | +9% |
| Berkshire HathawayBRK-B | 0.4% | $1m | 2,750 | -9% |
| Worthington EnterprisesWOR | 0.4% | $1m | 25,524 | Held |
| AramarkARMK | 0.4% | $1m | 24,037 | -21% |
| UnitedHealth GroupUNH | 0.4% | $1m | 3,210 | +22% |
| PNC Financial Services GroupPNC | 0.4% | $1m | 5,214 | Held |
| Capital One FinancialCOF | 0.3% | $1m | 5,866 | +46% |
| CorningGLW | 0.3% | $1m | 4,504 | Held |
| Quaker Invt TROWNS | 0.3% | $1m | 65,945 | Held |
| Knife RiverKNF | 0.3% | $1m | 13,338 | Held |
| ProgressivePGR | 0.3% | $1m | 5,077 | +16% |
| Booking HoldingsBKNG | 0.3% | $1m | 6,137 | +11% |
| Oceaneering InternationalOII | 0.3% | $1m | 25,798 | New |
| Ishares TRIUSV | 0.3% | $1m | 9,463 | +8% |
| Knight-Swift Transportation HoldingsKNX | 0.3% | $1m | 13,099 | New |
| CDWCDW | 0.3% | $1m | 7,204 | +44% |
| Ishares TRESGU | 0.3% | $914,424 | 5,587 | -6% |
| VisaV | 0.3% | $894,779 | 2,608 | -46% |
| Vanguard Intl Equity Index FVT | 0.3% | $891,974 | 5,683 | +21% |
| JPMorgan ChaseJPM | 0.3% | $864,283 | 2,640 | +19% |
Showing the largest 100 of 209.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 58.6% since 30 June 2025.
Where the money is
Technology15.0%
Financial services11.0%
Industrials10.8%
Health care9.3%
Retail & consumer8.1%
Utilities4.6%
Materials4.1%
Media & telecom3.8%
Everyday goods3.5%
Energy2.9%
Real estate2.5%
Other24.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.