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CIK: 0001882572
Total reported value
$336.8M
$336.8M
217 檔
10.9%
As reported in its official Q3 2025 Form 13F filing, Riverwater Partners LLC's tracked investment portfolio stood at $336.8M with 217 total positions.
In Q3 2025, Riverwater Partners LLC displayed an active expansion posture, initiating 41 new positions and adding to 75 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLSE | Convergence Long/short Eqy | ETF-Other | 5.60% | +0.24% | -0.17% | |
| 2 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 3.12% | -0.02% | +43.19% | |
| 3 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 2.75% | -0.45% | +1.57% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.04% | -0.15% | — | |
| 5 | VECO | Veeco Instruments Inc | Stock-Other | 1.72% | -0.78% | +22.92% | |
| 6 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.65% | -0.20% | +6.48% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.19% | +25.65% | |
| 8 | TGLS | Tecnoglass Inc. | Stock-Other | 1.61% | -1.14% | EXIT | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.15% | +27.10% | |
| 10 | LMNR | Limoneira Co | Stock-Other | 1.50% | -0.15% | +1.68% | |
| 11 | IDCC | Interdigital Inc | Stock-Tech | 1.48% | +0.46% | -53.26% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | -0.10% | +15.94% | |
| 13 | CCB | Coastal Financial Corp/wa | Stock-Other | 1.33% | -0.05% | -0.61% | |
| 14 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 1.26% | +0.19% | +23.54% | |
| 15 | SNEX | Stonex Group Inc | Stock-Financials | 1.23% | -0.22% | — | |
| 16 | CIEN | Ciena CORP | Stock-Tech | 1.21% | — | -12.86% | |
| 17 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 1.19% | -0.21% | -2.52% | |
| 18 | ICFI | Icf International Inc | Stock-Other | 1.17% | +0.02% | +18.05% | |
| 19 | PLXS | Plexus CORP | Stock-Tech | 1.16% | +0.20% | +6.11% | |
| 20 | FTNY | Putnam ETF Trust - Putnam Franklin New York Municipal Income ETF | ETF-Other | 1.15% | — | +9.33% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.15% | +0.36% | +249.67% | |
| 22 | CPK | Chesapeake Utilities CORP | Stock-Other | 1.14% | -0.09% | +0.04% | |
| 23 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.07% | -0.01% | +3.03% | |
| 24 | CNX | Cnx Resources CORP | Stock-Energy | 1.07% | -0.25% | -10.35% | |
| 25 | BKH | Black Hills CORP | Stock-Utilities | 1.06% | -0.02% | +0.02% | |
| 26 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.98% | -0.26% | -2.21% | |
| 27 | ADEA | Adeia Inc | Stock-Other | 0.96% | -0.18% | — | |
| 28 | ATMU | Atmus Filtration Technologie | Stock-Consumer Disc | 0.95% | -0.35% | — | |
| 29 | ECG | Everus Construction Group | Stock-Industrials | 0.89% | -0.14% | +4.79% | |
| 30 | ATRC | Atricure Inc | Stock-Other | 0.88% | -0.08% | +79.18% | |
| 31 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.87% | -0.03% | +0.03% | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.86% | -0.04% | -0.93% | |
| 33 | EXEL | Exelixis Inc | Stock-Healthcare | 0.86% | +0.08% | +22.94% | |
| 34 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.85% | -0.06% | +36.85% | |
| 35 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.85% | -0.13% | +6.90% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.12% | +40.77% | |
| 37 | TNC | Tennant Co | Stock-Other | 0.77% | — | — | |
| 38 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.76% | -0.17% | -28.02% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.26% | +2.52% | |
| 40 | BDC | Belden Inc | Stock-Tech | 0.76% | -0.03% | — | |
| 41 | CBT | Cabot CORP | Stock-Materials | 0.74% | +0.05% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.21% | +41.56% | |
| 43 | AZZ | Azz Inc | Stock-Industrials | 0.72% | +0.02% | +4.02% | |
| 44 | STKL | Sunopta Inc | Stock-Other | 0.71% | — | — | |
| 45 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.67% | +0.04% | +3.96% | |
| 46 | WRBY | Warby Parker Inc-class A | Stock-Other | 0.67% | -0.33% | EXIT | |
| 47 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.66% | -0.07% | +3.83% | |
| 48 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.65% | -0.65% | +47.46% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.13% | +26.45% | |
| 50 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.60% | -0.06% | +3.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVSE | Avantis Resp Emerg Mkts Eq-e | +1.3% | +43.19% | Add |
| 2 | VECO | Veeco Instruments Inc | +0.8% | +22.92% | Add |
| 3 | CVLC | Calvert US L-c Cr Resp Index | +0.7% | +23.54% | Add |
| 4 | CIEN | Ciena CORP | +0.7% | -12.86% | Add |
| 5 | ECG | Everus Construction Group | +0.7% | +4.79% | Add |
| 6 | MSFT | Microsoft CORP | +0.5% | +27.10% | Add |
| 7 | AVSD | Avantis Reps Intern Equi ETF | +0.5% | +6.48% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.5% | +25.65% | Add |
| 9 | WRBY | Warby Parker Inc-class A | +0.4% | — | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | +15.94% | Add |
| 11 | FTNY | Putnam ETF Trust - Putnam Franklin New York Municipal Income ETF | +0.4% | +9.33% | Add |
| 12 | MOD | Modine Manufacturing Co | +0.3% | -2.21% | Trim |
| 13 | AAAU | Goldman Sachs Physical Gold | +0.3% | +6.90% | Add |
| 14 | NVDA | Nvidia CORP | +0.3% | +2.52% | Add |
| 15 | ICFI | Icf International Inc | +0.3% | +18.05% | Add |
| 16 | AAPL | Apple Inc | +0.3% | +40.77% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | +22.36% | Add |
| 18 | LPX | Louisiana-pacific CORP | +0.2% | +47.46% | Add |
| 19 | ORCL | Oracle CORP | +0.2% | -3.13% | Add |
| 20 | AMZN | Amazon.com Inc | +0.2% | +26.45% | Add |
| 21 | AVGO | Broadcom Inc | +0.2% | +3.31% | Add |
| 22 | LOPE | Grand Canyon Education Inc | +0.1% | +1.57% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +41.56% | Add |
| 24 | FERG | Ferguson Enterprises Inc | +0.1% | +0.62% | Add |
| 25 | OWNS | Ccm Affordable Hous Mbs ETF | +0.1% | -1.01% | Add |
| 26 | GLW | Corning Inc | +0.1% | -3.16% | Trim |
| 27 | APH | Amphenol Corp-cl A | +0.1% | +1.53% | Trim |
| 28 | UYLD | Angel Oak Ultrashort Income | +0.1% | +52.53% | Add |
| 29 | AZZ | Azz Inc | +0.1% | +4.02% | Add |
| 30 | NPKI | Npk International Inc | +0.1% | — | Trim |
| 31 | CDW | Cdw Corp/de | +0.1% | +70.45% | Add |
| 32 | UL | Unilever PLC | +0.1% | -1.11% | Add |
| 33 | META | Meta Platforms Inc-class A | +0.1% | -0.30% | Add |
| 34 | AEM | Agnico Eagle Mines LTD | +0.1% | -3.59% | Trim |
| 35 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +31.44% | Add |
| 36 | CCJ | Cameco CORP | +0.1% | -21.38% | Trim |
| 37 | VT | Vanguard Tot World Stk ETF | +0.1% | +59.22% | Add |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -1.09% | Add |
| 39 | CEG | Constellation Energy | 0% | +1.01% | Add |
| 40 | LHX | L3harris Technologies Inc | 0% | -3.57% | Trim |
| 41 | ZION | Zions Bancorp NA | 0% | +14.92% | Add |
| 42 | TMO | Thermo Fisher Scientific Inc | 0% | +14.27% | Add |
| 43 | MA | Mastercard Inc - A | 0% | +17.56% | Add |
| 44 | KEYS | Keysight Technologies In | 0% | +20.98% | Add |
| 45 | MAMA | Mama's Creations Inc | 0% | — | Trim |
| 46 | JLL | Jones Lang Lasalle Inc | 0% | +3.83% | Add |
| 47 | TEL | TE Connectivity plc | 0% | -16.08% | Trim |
| 48 | ALLE | Allegion plc | 0% | — | Trim |
| 49 | GTES | Gates Industrial Corporation plc | 0% | — | Add |
| 50 | ARW | Arrow Electronics Inc | 0% | — | Add |
According to official SEC Form 13F filings, Riverwater Partners LLC reported a total U.S. public equity portfolio value of $336.8M across 217 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CLSE, AVSE, LOPE) accounted for 10.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SGOV
市值: $2.8M
Top Position Liquidated / Trimmed
07WA
前期市值: $1.4M
During Q3 2025, Riverwater Partners LLC's top holdings by market value included CLSE (5.6%)、AVSE (3.1%)、LOPE (2.8%). The largest single position, CLSE, represented 5.6% of total portfolio value.
In Q3 2025, Riverwater Partners LLC made 195 total portfolio adjustments, initiating 41 new buys, adding to 75 positions, trimming 53 holdings, and fully liquidating 26 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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