13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001882572
Total reported value
$336.8M
$336.8M
212 檔
11.9%
At the close of Q4 2025, Riverwater Partners LLC disclosed equity holdings valued at approximately $336.8M, spread across 212 reported holdings.
In Q4 2025, Riverwater Partners LLC displayed an active expansion posture, initiating 11 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLSE | Convergence Long/short Eqy | ETF-Other | 5.46% | +0.24% | -0.48% | |
| 2 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 3.15% | -0.02% | +6.12% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | +0.19% | +80.85% | |
| 4 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 2.11% | -0.45% | +8.60% | |
| 5 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 2.01% | -0.20% | +25.39% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.00% | -0.15% | — | |
| 7 | VECO | Veeco Instruments Inc | Stock-Other | 1.67% | -0.78% | +10.02% | |
| 8 | ADEA | Adeia Inc | Stock-Other | 1.65% | -0.18% | +79.51% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | -0.10% | -2.81% | |
| 10 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 1.64% | +0.19% | +35.46% | |
| 11 | IDCC | Interdigital Inc | Stock-Tech | 1.43% | +0.46% | +11.84% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.15% | +4.22% | |
| 13 | CCB | Coastal Financial Corp/wa | Stock-Other | 1.31% | -0.05% | — | |
| 14 | LMNR | Limoneira Co | Stock-Other | 1.28% | -0.15% | +7.14% | |
| 15 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 1.25% | -0.21% | +3.01% | |
| 16 | TGLS | Tecnoglass Inc. | Stock-Other | 1.22% | -1.14% | EXIT | |
| 17 | BKH | Black Hills CORP | Stock-Utilities | 1.12% | -0.02% | — | |
| 18 | FTNY | Putnam ETF Trust - Putnam Franklin New York Municipal Income ETF | ETF-Other | 1.10% | — | +2.72% | |
| 19 | ICFI | Icf International Inc | Stock-Other | 1.08% | +0.02% | +7.35% | |
| 20 | SNEX | Stonex Group Inc | Stock-Financials | 1.08% | -0.22% | — | |
| 21 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.06% | -0.01% | +15.90% | |
| 22 | EXEL | Exelixis Inc | Stock-Healthcare | 1.03% | +0.08% | +21.05% | |
| 23 | ATMU | Atmus Filtration Technologie | Stock-Consumer Disc | 1.02% | -0.35% | — | |
| 24 | PLXS | Plexus CORP | Stock-Tech | 1.02% | +0.20% | -7.54% | |
| 25 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.99% | -0.13% | +12.55% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.97% | +0.36% | -9.31% | |
| 27 | HAE | Haemonetics Corp/mass | Stock-Other | 0.96% | +0.19% | +20.29% | |
| 28 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.94% | -0.03% | — | |
| 29 | ATRC | Atricure Inc | Stock-Other | 0.92% | -0.08% | — | |
| 30 | ECG | Everus Construction Group | Stock-Industrials | 0.87% | -0.14% | +5.05% | |
| 31 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.85% | -0.26% | — | |
| 32 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.85% | -0.07% | +22.25% | |
| 33 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.84% | -0.06% | — | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.84% | -0.04% | -0.39% | |
| 35 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.81% | -0.09% | -17.65% | |
| 36 | AZZ | Azz Inc | Stock-Industrials | 0.81% | +0.02% | +22.87% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.12% | -2.06% | |
| 38 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.75% | -0.06% | +21.34% | |
| 39 | CNX | Cnx Resources CORP | Stock-Energy | 0.75% | -0.25% | -34.53% | |
| 40 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.75% | +0.04% | +19.08% | |
| 41 | NPKI | Npk International Inc | Stock-Other | 0.73% | +0.15% | +306.63% | |
| 42 | SYU1 | Synovus Financial CORP | Stock-Other | 0.72% | — | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.26% | +0.91% | |
| 44 | AGM | Federal Agric Mtg Corp-cl C | Stock-Other | 0.69% | — | +47.95% | |
| 45 | BDC | Belden Inc | Stock-Tech | 0.69% | -0.03% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.21% | -3.47% | |
| 47 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.67% | -0.17% | +1.72% | |
| 48 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.67% | -0.65% | +21.62% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | -0.11% | +176.83% | |
| 50 | ALLT | Allot Ltd. | Stock-Other | 0.64% | +0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +80.85% | Add |
| 2 | ADEA | Adeia Inc | +0.7% | +79.51% | Add |
| 3 | NPKI | Npk International Inc | +0.6% | +306.63% | Add |
| 4 | HAE | Haemonetics Corp/mass | +0.4% | +20.29% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.4% | +176.83% | Add |
| 6 | CVLC | Calvert US L-c Cr Resp Index | +0.4% | +35.46% | Add |
| 7 | VMI | Valmont Industries | +0.4% | +195.42% | Add |
| 8 | AVSD | Avantis Reps Intern Equi ETF | +0.4% | +25.39% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.81% | Trim |
| 10 | ACN | Accenture plc | +0.2% | +156.98% | Add |
| 11 | AGM | Federal Agric Mtg Corp-cl C | +0.2% | +47.95% | Add |
| 12 | JLL | Jones Lang Lasalle Inc | +0.2% | +22.25% | Add |
| 13 | LAZ | Lazard Inc | +0.2% | +71.00% | Add |
| 14 | PLPC | Preformed Line Products Co | +0.2% | +73.03% | Add |
| 15 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +132.40% | Add |
| 16 | EXEL | Exelixis Inc | +0.2% | +21.05% | Add |
| 17 | MDU | Mdu Resources Group Inc | +0.2% | +21.34% | Add |
| 18 | LLY | Eli Lilly & Co | +0.2% | +1.90% | Add |
| 19 | AAAU | Goldman Sachs Physical Gold | +0.1% | +12.55% | Add |
| 20 | SKWD | Skyward Specialty Insurance | +0.1% | +21.28% | Add |
| 21 | SF | Stifel Financial CORP | +0.1% | +20.82% | Add |
| 22 | AZZ | Azz Inc | +0.1% | +22.87% | Add |
| 23 | VT | Vanguard Tot World Stk ETF | +0.1% | +53.91% | Add |
| 24 | CFR | Cullen/frost Bankers Inc | +0.1% | +19.08% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -5.77% | Trim |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.81% | Add |
| 27 | DHR | Danaher CORP | +0.1% | +8.61% | Add |
| 28 | ATMU | Atmus Filtration Technologie | +0.1% | — | Unchanged |
| 29 | PLMR | Palomar Holdings Inc | +0.1% | — | Unchanged |
| 30 | KRBN | Ks Global Carbon Stratgy ETF | +0.1% | +3.01% | Add |
| 31 | BKH | Black Hills CORP | +0.1% | — | Unchanged |
| 32 | PNW | Pinnacle West Capital | +0.1% | +19.79% | Add |
| 33 | DGII | Digi International Inc | +0.1% | — | Unchanged |
| 34 | WAL | Western Alliance Bancorp | +0.1% | +20.87% | Add |
| 35 | RRC | Range Resources CORP | +0.1% | +26.64% | Add |
| 36 | VRSK | Verisk Analytics Inc | +0.1% | +63.00% | Add |
| 37 | ATRC | Atricure Inc | 0% | — | Unchanged |
| 38 | GFF | Griffon CORP | 0% | +21.11% | Add |
| 39 | CROX | Crocs Inc | 0% | +19.90% | Add |
| 40 | AVSE | Avantis Resp Emerg Mkts Eq-e | 0% | +6.12% | Add |
| 41 | DLTR | Dollar Tree Inc | 0% | +0.03% | Add |
| 42 | ALLE | Allegion plc | 0% | +40.37% | Add |
| 43 | IRMD | Iradimed CORP | 0% | — | Unchanged |
| 44 | DOX | Amdocs Limited | 0% | +14.37% | Add |
| 45 | LPX | Louisiana-pacific CORP | 0% | +21.62% | Add |
| 46 | NNN | Nnn Reit Inc | 0% | +19.26% | Add |
| 47 | MSA | Msa Safety Inc | 0% | +20.27% | Add |
| 48 | AM | Antero Midstream CORP | 0% | +20.68% | Add |
| 49 | COF | Capital One Financial CORP | 0% | -0.83% | Trim |
| 50 | BJ | Bj's Wholesale Club Holdings | 0% | +16.52% | Add |
According to official SEC Form 13F filings, Riverwater Partners LLC reported a total U.S. public equity portfolio value of $336.8M across 212 disclosed positions in Q4 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, IVV) accounted for 11.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SYU1
市值: $1.9M
Top Position Liquidated / Trimmed
ITGR
前期市值: $1.2M
During Q4 2025, Riverwater Partners LLC's top holdings by market value included CLSE (5.5%)、AVSE (3.1%)、IVV (2.8%). The largest single position, CLSE, represented 5.5% of total portfolio value.
In Q4 2025, Riverwater Partners LLC made 166 total portfolio adjustments, initiating 11 new buys, adding to 86 positions, trimming 53 holdings, and fully liquidating 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.