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CIK: 0001882572
Total reported value
$336.8M
$336.8M
213 檔
13.4%
During the Q1 2026 filing period, Riverwater Partners LLC (CIK: 0001882572) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $336.8M across 213 reported positions.
In Q1 2026, Riverwater Partners LLC displayed an active expansion posture, initiating 27 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLSE | Convergence Long/short Eqy | ETF-Other | 4.92% | +0.24% | +1.72% | |
| 2 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 2.94% | -0.02% | +5.75% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.91% | +0.19% | +26.06% | |
| 4 | ADEA | Adeia Inc | Stock-Other | 2.37% | -0.18% | +20.03% | |
| 5 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 1.93% | -0.45% | +3.68% | |
| 6 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.86% | -0.20% | +8.68% | |
| 7 | VECO | Veeco Instruments Inc | Stock-Other | 1.82% | -0.78% | +7.60% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.79% | -0.15% | — | |
| 9 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 1.56% | +0.19% | +15.98% | |
| 10 | LMNR | Limoneira Co | Stock-Other | 1.47% | -0.15% | +25.92% | |
| 11 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.37% | -0.01% | +33.24% | |
| 12 | AZZ | Azz Inc | Stock-Industrials | 1.24% | +0.02% | +52.55% | |
| 13 | SNEX | Stonex Group Inc | Stock-Financials | 1.24% | -0.22% | +57.06% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | -0.10% | -5.27% | |
| 15 | IDCC | Interdigital Inc | Stock-Tech | 1.21% | +0.46% | +4.16% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.17% | +0.36% | +39.82% | |
| 17 | TGLS | Tecnoglass Inc. | Stock-Other | 1.14% | -1.14% | EXIT | |
| 18 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.11% | -0.16% | +96.64% | |
| 19 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.10% | -0.13% | +18.84% | |
| 20 | ECG | Everus Construction Group | Stock-Industrials | 1.07% | -0.14% | +4.30% | |
| 21 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.05% | +0.04% | +51.05% | |
| 22 | PLXS | Plexus CORP | Stock-Tech | 1.02% | +0.20% | -14.96% | |
| 23 | MDU | Mdu Resources Group Inc | Stock-Utilities | 1.02% | -0.06% | +48.17% | |
| 24 | ATMU | Atmus Filtration Technologie | Stock-Consumer Disc | 1.01% | -0.35% | +4.70% | |
| 25 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.00% | -0.07% | +51.44% | |
| 26 | KGS | Kodiak Gas Services Inc | Stock-Other | 0.99% | -0.01% | +51.91% | |
| 27 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.98% | -0.06% | — | |
| 28 | MEOH | Methanex CORP | Stock-Other | 0.93% | -0.26% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.15% | +2.27% | |
| 30 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.92% | -0.26% | -22.95% | |
| 31 | PNW | Pinnacle West Capital | Stock-Utilities | 0.91% | -0.02% | +45.91% | |
| 32 | ICFI | Icf International Inc | Stock-Other | 0.90% | +0.02% | +26.59% | |
| 33 | EXEL | Exelixis Inc | Stock-Healthcare | 0.89% | +0.08% | +2.38% | |
| 34 | PNFP | Pinnacle Financial Partners | Stock-Financials | 0.87% | +0.25% | — | |
| 35 | RRC | Range Resources CORP | Stock-Energy | 0.87% | -0.20% | +57.91% | |
| 36 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.87% | -0.25% | — | |
| 37 | HAE | Haemonetics Corp/mass | Stock-Other | 0.87% | +0.19% | +48.50% | |
| 38 | DGII | Digi International Inc | Stock-Other | 0.86% | +0.23% | +41.27% | |
| 39 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 0.84% | -0.21% | -7.16% | |
| 40 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.81% | -0.17% | +4.25% | |
| 41 | GFF | Griffon CORP | Stock-Industrials | 0.81% | +0.19% | +113.30% | |
| 42 | PLPC | Preformed Line Products Co | Stock-Other | 0.79% | +0.30% | +58.46% | |
| 43 | AM | Antero Midstream CORP | Stock-Energy | 0.76% | -0.06% | +47.57% | |
| 44 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.75% | -0.03% | +4.73% | |
| 45 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.75% | -0.65% | +45.28% | |
| 46 | NPKI | Npk International Inc | Stock-Other | 0.75% | +0.15% | -1.73% | |
| 47 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.74% | -0.09% | +4.72% | |
| 48 | TALK | Talkspace Inc | Stock-Other | 0.73% | -0.28% | — | |
| 49 | VMI | Valmont Industries | Stock-Industrials | 0.73% | +0.24% | +48.63% | |
| 50 | CNX | Cnx Resources CORP | Stock-Energy | 0.71% | -0.25% | +4.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADEA | Adeia Inc | +0.7% | +20.03% | Add |
| 2 | KGS | Kodiak Gas Services Inc | +0.5% | +51.91% | Add |
| 3 | NNN | Nnn Reit Inc | +0.5% | +96.64% | Add |
| 4 | AZZ | Azz Inc | +0.4% | +52.55% | Add |
| 5 | RRC | Range Resources CORP | +0.4% | +57.91% | Add |
| 6 | GFF | Griffon CORP | +0.4% | +113.30% | Add |
| 7 | PLPC | Preformed Line Products Co | +0.4% | +58.46% | Add |
| 8 | DGX | Quest Diagnostics Inc | +0.3% | +33.24% | Add |
| 9 | CFR | Cullen/frost Bankers Inc | +0.3% | +51.05% | Add |
| 10 | AM | Antero Midstream CORP | +0.3% | +47.57% | Add |
| 11 | MDU | Mdu Resources Group Inc | +0.3% | +48.17% | Add |
| 12 | PNW | Pinnacle West Capital | +0.3% | +45.91% | Add |
| 13 | DGII | Digi International Inc | +0.2% | +41.27% | Add |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +39.82% | Add |
| 15 | ECG | Everus Construction Group | +0.2% | +4.30% | Add |
| 16 | LMNR | Limoneira Co | +0.2% | +25.92% | Add |
| 17 | SNEX | Stonex Group Inc | +0.2% | +57.06% | Add |
| 18 | VMI | Valmont Industries | +0.2% | +48.63% | Add |
| 19 | VECO | Veeco Instruments Inc | +0.2% | +7.60% | Add |
| 20 | JLL | Jones Lang Lasalle Inc | +0.2% | +51.44% | Add |
| 21 | LMAT | Lemaitre Vascular Inc | +0.1% | +4.25% | Add |
| 22 | INTU | Intuit Inc | +0.1% | +245.42% | Add |
| 23 | BJ | Bj's Wholesale Club Holdings | +0.1% | +39.58% | Add |
| 24 | PNC | Pnc Financial Services Group | +0.1% | +68.92% | Add |
| 25 | AAAU | Goldman Sachs Physical Gold | +0.1% | +18.84% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +26.06% | Add |
| 27 | MSA | Msa Safety Inc | +0.1% | +36.90% | Add |
| 28 | EOG | Eog Resources Inc | +0.1% | +58.39% | Add |
| 29 | LPX | Louisiana-pacific CORP | +0.1% | +45.28% | Add |
| 30 | MOD | Modine Manufacturing Co | +0.1% | -22.95% | Trim |
| 31 | SF | Stifel Financial CORP | +0.1% | +122.09% | Add |
| 32 | CROX | Crocs Inc | +0.1% | +48.02% | Add |
| 33 | EFX | Equifax Inc | +0.1% | +112.53% | Add |
| 34 | SKWD | Skyward Specialty Insurance | +0.1% | +48.19% | Add |
| 35 | PSX | Phillips 66 | 0% | -0.22% | Trim |
| 36 | CDW | Cdw Corp/de | 0% | +57.04% | Add |
| 37 | KEYS | Keysight Technologies In | 0% | +0.39% | Add |
| 38 | ACGL | Arch Capital Group Ltd. | 0% | +46.99% | Add |
| 39 | EQT | Eqt CORP | 0% | +20.87% | Add |
| 40 | NPKI | Npk International Inc | 0% | -1.73% | Trim |
| 41 | CBT | Cabot CORP | 0% | +4.70% | Add |
| 42 | KNF | Knife River CORP | 0% | +4.70% | Add |
| 43 | XOM | Exxon Mobil CORP | 0% | +3.17% | Add |
| 44 | FCFS | Firstcash Holdings Inc | 0% | +24.97% | Add |
| 45 | VRSN | Verisign Inc | 0% | +31.32% | Add |
| 46 | AIOT | Powerfleet Inc | 0% | +200.00% | Add |
| 47 | FANG | Diamondback Energy Inc | 0% | +0.35% | Add |
| 48 | LIN | Linde plc | 0% | +2.95% | Add |
| 49 | COST | Costco Wholesale CORP | 0% | +4.04% | Add |
| 50 | AEM | Agnico Eagle Mines LTD | 0% | -0.70% | Trim |
According to official SEC Form 13F filings, Riverwater Partners LLC reported a total U.S. public equity portfolio value of $336.8M across 213 disclosed positions in Q1 2026.
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 13.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
EAGG
市值: $3.0M
Top Position Liquidated / Trimmed
FTNY
前期市值: $2.8M
During Q1 2026, Riverwater Partners LLC's top holdings by market value included CLSE (4.9%)、AVSE (2.9%)、IVV (2.9%). The largest single position, CLSE, represented 4.9% of total portfolio value.
In Q1 2026, Riverwater Partners LLC made 198 total portfolio adjustments, initiating 27 new buys, adding to 103 positions, trimming 42 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.
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.
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