Riverwater Partners LLC Top Holdings and 13F Report (2025) About Riverwater Partners LLCInvestment ActivityRiverwater Partners LLC has $212.36 million in total holdings as of June 30, 2025.Riverwater Partners LLC owns shares of 202 different stocks, but just 90 companies or ETFs make up 80% of its holdings.Approximately 9.98% of the portfolio was purchased this quarter.About 6.80% of the portfolio was sold this quarter.This quarter, Riverwater Partners LLC has purchased 202 new stocks and bought additional shares in 79 stocks.Riverwater Partners LLC sold shares of 94 stocks and completely divested from 17 stocks this quarter.Largest Holdings Convergence Long/Short Equity ETF $12,132,492Grand Canyon Education $5,615,190InterDigital $4,965,573Avantis Responsible Emerging Markets Equity ETF $4,837,356iShares MSCI EAFE Value ETF $4,588,842 Largest New Holdings this Quarter 04963C209 - AtriCure $1,103,202 Holding15643U104 - Centrus Energy $1,088,089 Holding498894104 - Knife River $1,024,174 Holding42222N103 - HealthStream $938,594 Holding553498106 - MSA Safety Incorporporated $915,887 Holding Largest Purchases this Quarter Calvert US Large-Cap Core Responsible Index ETF 14,477 shares (about $1.11M)AtriCure 33,665 shares (about $1.10M)Centrus Energy 5,940 shares (about $1.09M)Knife River 12,545 shares (about $1.02M)Avantis Responsible International Equity ETF 14,647 shares (about $989.45K) Largest Sales this Quarter StoneX Group 13,941 shares (about $1.27M)Exelixis 15,667 shares (about $690.52K)Crocs 5,807 shares (about $588.13K)Tennant 6,218 shares (about $481.77K)Uranium Energy 67,861 shares (about $461.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverwater Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCLSEConvergence Long/Short Equity ETF$12,132,492$22,388 ▼-0.2%519,1485.7%ETFLOPEGrand Canyon Education$5,615,190$9,261 ▼-0.2%29,7102.6%Consumer DiscretionaryIDCCInterDigital$4,965,573$9,193 ▼-0.2%22,1452.3%Computer and TechnologyAVSEAvantis Responsible Emerging Markets Equity ETF$4,837,356$697,450 ▲16.8%82,5082.3%ETFEFViShares MSCI EAFE Value ETF$4,588,8420.0%72,2882.2%ETFTGLSTecnoglass$4,429,479$7,040 ▼-0.2%57,2582.1%Retail/WholesaleLMNRLimoneira$3,755,421$6,667 ▼-0.2%239,9631.8%Consumer StaplesAVSDAvantis Responsible International Equity ETF$3,532,220$989,451 ▲38.9%52,2881.7%ETFHAEHaemonetics$3,351,705$379,840 ▼-10.2%44,9231.6%MedicalCNXCNX Resources$3,010,958$310,732 ▲11.5%89,3991.4%EnergyIVViShares Core S&P 500 ETF$2,897,936$439,006 ▲17.9%4,6671.4%ETFCCBCoastal Financial$2,885,176$7,265 ▼-0.3%29,7841.4%FinancePLMRPalomar$2,783,441$1,388 ▼0.0%18,0451.3%FinanceMSFTMicrosoft$2,745,703$186,529 ▲7.3%5,5201.3%Computer and TechnologyKRBNKraneShares Global Carbon Strategy ETF$2,705,804$52,017 ▲2.0%91,1351.3%ETFSNEXStoneX Group$2,671,131$1,270,583 ▼-32.2%29,3081.3%FinancePCRBPutnam ESG Core Bond ETF$2,505,690$976,856 ▲63.9%51,1781.2%ETFPLXSPlexus$2,461,154$1,624 ▼-0.1%18,1891.2%Computer and TechnologyCPKChesapeake Utilities$2,442,510$1,202 ▼0.0%20,3171.2%UtilitiesLMATLeMaitre Vascular$2,423,000$3,156 ▼-0.1%29,1751.1%MedicalDGXQuest Diagnostics$2,367,928$5,569 ▼-0.2%13,1821.1%MedicalBKHBlack Hills$2,332,133$841 ▼0.0%41,5711.1%UtilitiesCVLCCalvert US Large-Cap Core Responsible Index ETF$2,299,115$1,108,073 ▲93.0%30,0381.1%ETFVECOVeeco Instruments$2,253,244$369,397 ▲19.6%110,8881.1%Computer and TechnologyICFIICF International$2,187,425$471,995 ▲27.5%25,8231.0%Business ServicesGOOGLAlphabet$2,116,346$49,168 ▼-2.3%12,0091.0%Computer and TechnologySCHWCharles Schwab$2,005,911$14,507 ▲0.7%21,9850.9%FinanceSKWDSkyward Specialty Insurance Group$1,981,677$6,241 ▼-0.3%34,2910.9%FinanceUECUranium Energy$1,882,723$461,455 ▼-19.7%276,8710.9%Basic MaterialsCIENCiena$1,871,973$464,232 ▲33.0%23,0170.9%Computer and TechnologyATMUAtmus Filtration Technologies$1,848,570$255 ▼0.0%50,7570.9%IndustrialsEXELExelixis$1,795,572$690,523 ▼-27.8%40,7390.8%MedicalTNCTennant$1,776,926$481,771 ▼-21.3%22,9340.8%IndustrialsCBTCabot$1,757,850$450 ▼0.0%23,4380.8%Basic MaterialsWALWestern Alliance Bancorporation$1,755,564$546 ▲0.0%22,5130.8%FinanceMMSIMerit Medical Systems$1,688,903$280 ▼0.0%18,0670.8%MedicalSTKLSunOpta$1,682,7130.0%290,1230.8%Consumer StaplesMODModine Manufacturing$1,664,749$197 ▼0.0%16,9010.8%Auto/Tires/TrucksAAAUGoldman Sachs Physical Gold ETF$1,638,510$530,168 ▲47.8%50,1380.8%FinanceCFRCullen/Frost Bankers$1,581,834$47,560 ▼-2.9%12,3060.7%FinanceNVDANVIDIA$1,516,230$223,872 ▲17.3%9,5970.7%Computer and TechnologyDOXAmdocs$1,514,584$6,296 ▼-0.4%16,6000.7%Computer and TechnologyEVERUS CONSTR GROUP$1,508,965$717,127 ▲90.6%23,7520.7%COMIRDMIridium Communications$1,486,2040.0%49,2610.7%Computer and TechnologyITGRInteger$1,473,058$492 ▼0.0%11,9790.7%MedicalBRK.BBerkshire Hathaway$1,470,426$215,196 ▼-12.8%3,0270.7%FinanceAZZAZZ$1,438,552$4,535 ▼-0.3%15,2260.7%IndustrialsCROXCrocs$1,430,377$588,133 ▼-29.1%14,1230.7%Consumer DiscretionaryNNNNNN REIT$1,406,373$4,059 ▼-0.3%32,5700.7%FinancePGRProgressive$1,371,408$7,205 ▲0.5%5,1390.6%FinanceBOWHEAD SPECIALTY HLDGS INC$1,369,695$413 ▼0.0%36,4960.6%COM SHSPNWPinnacle West Capital$1,341,697$2,953 ▼-0.2%14,9960.6%UtilitiesMDUMDU Resources Group$1,312,379$3,717 ▼-0.3%78,7270.6%UtilitiesJLLJones Lang LaSalle$1,309,594$2,814 ▼-0.2%5,1200.6%FinanceVVisa$1,285,636$53,613 ▲4.4%3,6210.6%Business ServicesAGMFederal Agricultural Mortgage$1,283,644$2,914 ▼-0.2%6,6070.6%FinanceARMKAramark$1,282,311$1,968 ▲0.2%30,6260.6%Business ServicesWRBYWarby Parker$1,279,484$726,256 ▲131.3%58,3440.6%Consumer StaplesAMZNAmazon.com$1,206,864$118,471 ▲10.9%5,5010.6%Retail/WholesalePNFPPinnacle Financial Partners$1,187,460$10,489 ▼-0.9%10,7550.6%FinanceLNTHLantheus$1,172,726$3,438 ▼-0.3%14,3260.6%MedicalNATIONAL CINEMEDIA INC$1,141,303$5,596 ▼-0.5%235,5630.5%COM NEWRRCRange Resources$1,119,279$339,472 ▼-23.3%27,5210.5%EnergyAAPLApple$1,108,739$168,034 ▲17.9%5,4040.5%Computer and TechnologyATRCAtriCure$1,103,202$1,103,202 ▲New Holding33,6650.5%MedicalLEUCentrus Energy$1,088,089$1,088,089 ▲New Holding5,9400.5%Basic MaterialsAMAntero Midstream$1,026,237$587 ▲0.1%54,1550.5%EnergyKNFKnife River$1,024,174$1,024,174 ▲New Holding12,5450.5%ConstructionLPXLouisiana-Pacific$1,022,077$153,234 ▲17.6%11,8860.5%ConstructionTIDAL TRUST III$1,006,369$349,919 ▲53.3%58,7510.5%AFFORDABLE HOUSBKNGBooking$989,960$23,157 ▲2.4%1710.5%Retail/WholesaleFERGUSON ENTERPRISES INC$988,803$99,947 ▲11.2%4,5410.5%COMMON STOCK NEWLLYEli Lilly and Company$961,940$25,724 ▲2.7%1,2340.5%MedicalBJBJ's Wholesale Club$956,021$187,732 ▼-16.4%8,8660.5%Consumer StaplesHSTMHealthStream$938,594$938,594 ▲New Holding33,9210.4%Computer and TechnologyDHRDanaher$920,141$72,300 ▲8.5%4,6580.4%MedicalMSAMSA Safety Incorporporated$915,887$915,887 ▲New Holding5,4670.4%IndustrialsMAREX GROUP PLC$856,973$856,973 ▲New Holding21,7120.4%ORDORCLOracle$851,127$28,203 ▲3.4%3,8930.4%Computer and TechnologyICEIntercontinental Exchange$836,440$29,722 ▼-3.4%4,5590.4%FinanceCOFCapital One Financial$821,041$821,041 ▲New Holding3,8590.4%FinanceESGUiShares ESG Aware MSCI USA ETF$812,688$110,803 ▼-12.0%6,0070.4%ManufacturingCOSTCostco Wholesale$810,761$8,909 ▲1.1%8190.4%Retail/WholesaleULUnilever$802,122$253,978 ▲46.3%13,1130.4%Consumer StaplesGOOGAlphabet$793,998$103,064 ▲14.9%4,4760.4%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$789,410$789,410 ▲New Holding7,8400.4%ETFTMOThermo Fisher Scientific$781,321$108,258 ▲16.1%1,9270.4%MedicalMETAMeta Platforms$744,733$90,785 ▲13.9%1,0090.4%Computer and TechnologyLINDE PLC$731,921$28,620 ▲4.1%1,5600.3%SHSDARDarling Ingredients$718,546$212,236 ▼-22.8%18,9390.3%Consumer StaplesECLEcolab$712,938$3,233 ▲0.5%2,6460.3%Basic MaterialsCARRCarrier Global$700,355$1,025 ▼-0.1%9,5690.3%ConstructionAVGOBroadcom$641,438$78,009 ▲13.8%2,3270.3%Computer and TechnologyJPMJPMorgan Chase & Co.$638,382$69,289 ▲12.2%2,2020.3%FinanceNEENextEra Energy$625,613$17,841 ▲2.9%9,0120.3%UtilitiesCCJCameco$618,336$7,200 ▼-1.2%8,3300.3%Basic MaterialsPNCThe PNC Financial Services Group$615,745$18,642 ▼-2.9%3,3030.3%FinanceUNHUnitedHealth Group$615,205$244,585 ▼-28.4%1,9720.3%MedicalMAMastercard$611,391$45,517 ▲8.0%1,0880.3%Business ServicesSONYSony$587,757$73,144 ▼-11.1%22,5800.3%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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