Riverwater Partners LLC Top Holdings and 13F Report (2026) About Riverwater Partners LLCInvestment ActivityRiverwater Partners LLC has $360.20 million in total holdings as of September 30, 2026.Riverwater Partners LLC owns shares of 207 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 17.44% of the portfolio was purchased this quarter.About 8.54% of the portfolio was sold this quarter.This quarter, Riverwater Partners LLC has purchased 209 new stocks and bought additional shares in 95 stocks.Riverwater Partners LLC sold shares of 74 stocks and completely divested from 19 stocks this quarter.Largest Holdings Convergence Long/Short Equity ETF $17,242,906iShares Core S&P 500 ETF $10,596,940ISHARES TR $9,780,009Avantis Responsible Emerging Markets Equity ETF $9,721,750EA SERIES TRUST $8,041,478 Largest New Holdings this Quarter 02072Q176 - EA SERIES TRUST $8,041,478 Holding87877F103 - TECNOGLASS HOLDINGS INC $2,967,204 Holding48242W106 - KBR $2,236,739 HoldingG4705A100 - Icon $2,212,590 Holding53566V106 - LINEAGE INC $2,153,211 Holding Largest Purchases this Quarter EA SERIES TRUST 158,800 shares (about $8.04M)ISHARES TR 45,859 shares (about $4.62M)TECNOGLASS HOLDINGS INC 83,536 shares (about $2.97M)KBR 63,616 shares (about $2.24M)Icon 13,016 shares (about $2.21M) Largest Sales this Quarter Plexus 6,931 shares (about $1.81M)Preformed Line Products 3,183 shares (about $1.30M)Quest Diagnostics 5,556 shares (about $1.29M)BJ's Wholesale Club 13,742 shares (about $1.26M)AtriCure 21,008 shares (about $1.18M) 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$17,242,906$81,692 ▼-0.5%506,9954.8%ETFIVViShares Core S&P 500 ETF$10,596,940$75,052 ▼-0.7%13,8372.9%ETFISHARES TR$9,780,009$4,617,062 ▲89.4%97,1402.7%0-3 MTH TREASURYAVSEAvantis Responsible Emerging Markets Equity ETF$9,721,750$206,794 ▲2.2%122,8892.7%ETFEA SERIES TRUST$8,041,478$8,041,478 ▲New Holding158,8002.2%CAMBRIA GLOBAL ECVLCCalvert US Large-Cap Core Responsible Index ETF$7,082,876$1,169,470 ▲19.8%74,8402.0%ETFIDCCInterDigital$7,016,059$555,950 ▲8.6%21,5171.9%TechnologySTVNStevanato Group$6,667,789$1,476,197 ▲28.4%317,8161.9%HealthcareAVSDAvantis Responsible International Equity ETF$6,501,462$938,396 ▲16.9%81,6151.8%ETFHAEHaemonetics$5,794,764$777,746 ▲15.5%55,0311.6%HealthcareNTCTNetScout Systems$5,779,210$529,130 ▲10.1%143,8331.6%TechnologyLOPEGrand Canyon Education$5,762,239$476,296 ▲9.0%38,0121.6%Consumer DiscretionaryEFViShares MSCI EAFE Value ETF$5,720,8720.0%72,2881.6%ETFADEAAdeia$5,141,368$590,028 ▼-10.3%200,8351.4%TechnologyICFIICF International$4,986,754$1,459,773 ▲41.4%59,9871.4%IndustrialsGOLDMAN SACHS PHYSICAL GOLD$4,706,649$1,322,276 ▲39.1%114,9081.3%UNITLMNRLimoneira$4,303,086$287,587 ▲7.2%361,6041.2%Consumer StaplesAZZAZZ$4,273,772$584,870 ▲15.9%31,8011.2%IndustrialsCULLEN FROST BANKERS INC$4,200,286$568,700 ▲15.7%27,5121.2%COMEXELExelixis$4,042,206$543,680 ▲15.5%69,2041.1%HealthcarePINNACLE FINL PARTNERS INC$4,022,839$521,039 ▲14.9%42,9741.1%COMMSFTMicrosoft$3,825,721$259,014 ▲7.3%7,4591.1%TechnologyDGXQuest Diagnostics$3,741,552$1,294,964 ▼-25.7%16,0531.0%HealthcareNVDANVIDIA$3,738,435$306,950 ▲8.9%16,3691.0%TechnologySKWDSkyward Specialty Insurance Group$3,650,434$491,462 ▲15.6%69,1371.0%FinanceCROXCrocs$3,646,229$489,065 ▲15.5%31,0821.0%Consumer DiscretionaryGOOGLAlphabet$3,625,227$36,128 ▼-1.0%10,5361.0%Communication ServicesGFFGriffon$3,614,114$400,534 ▲12.5%38,8451.0%IndustrialsJLLJones Lang LaSalle$3,571,834$475,695 ▲15.4%11,6911.0%Real EstateJKHYJack Henry & Associates$3,376,968$1,211,073 ▲55.9%23,5760.9%FinanceAAPLApple$3,264,262$79,592 ▲2.5%9,8020.9%TechnologyMDUMDU Resources Group$3,252,190$437,636 ▲15.5%175,4150.9%UtilitiesAMAntero Midstream$3,196,589$1,109,888 ▲53.2%158,5610.9%EnergyNNNNNN REIT$3,169,304$344,005 ▲12.2%77,1310.9%Real EstateEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,067,588$112,582 ▲3.8%67,7920.9%ETFVMIValmont Industries$3,020,443$407,417 ▲15.6%6,5240.8%IndustrialsPNWPinnacle West Capital$3,007,450$393,097 ▲15.0%32,3240.8%UtilitiesTECNOGLASS HOLDINGS INC$2,967,204$2,967,204 ▲New Holding83,5360.8%COM SHSPLMRPalomar$2,945,398$578,970 ▲24.5%23,8900.8%FinanceATRCAtriCure$2,843,046$1,180,650 ▼-29.3%50,5880.8%HealthcareSNEXStoneX Group$2,815,007$938,185 ▲50.0%43,5490.8%FinanceDGIIDigi International$2,806,636$921,240 ▼-24.7%36,8180.8%TechnologyRRCRange Resources$2,507,518$268,168 ▲12.0%67,6980.7%EnergyRDVTRed Violet$2,486,2080.0%31,4670.7%IndustrialsAVEMAvantis Emerging Markets Equity ETF$2,401,4590.0%25,5420.7%ETFPLPCPreformed Line Products$2,336,106$1,296,117 ▼-35.7%5,7370.6%IndustrialsKGSKodiak Gas Services$2,329,9910.0%43,9870.6%EnergyCPKChesapeake Utilities$2,312,152$331,039 ▲16.7%20,7720.6%UtilitiesMMSIMerit Medical Systems$2,267,1590.0%26,2920.6%HealthcareSCHWCharles Schwab$2,264,538$22,480 ▼-1.0%23,1690.6%FinanceAMZNAmazon.com$2,238,613$39,117 ▲1.8%8,9850.6%Consumer DiscretionaryKBRKBR$2,236,739$2,236,739 ▲New Holding63,6160.6%IndustrialsPFSProvident Financial Services$2,234,403$718,081 ▲47.4%100,8760.6%FinanceICLRIcon$2,212,590$2,212,590 ▲New Holding13,0160.6%HealthcareKNXKnight-Swift Transportation$2,155,720$1,322,747 ▲158.8%33,9000.6%IndustrialsLINEAGE INC$2,153,211$2,153,211 ▲New Holding63,1070.6%COMCUSHMAN AND WAKEFIELD LTD$2,119,033$509,294 ▲31.6%179,4270.6%COMMON SHARESMSAMSA Safety Incorporporated$2,038,729$232,317 ▲12.9%11,4610.6%IndustrialsVECOVeeco Instruments$2,032,715$367,504 ▼-15.3%39,1660.6%TechnologyPDFSPDF Solutions$2,029,135$261,274 ▼-11.4%39,7480.6%TechnologyBKHBlack Hills$2,014,870$250,581 ▲14.2%32,5250.6%UtilitiesTILEInterface$1,963,6900.0%57,0840.5%IndustrialsSFStifel Financial$1,937,401$255,859 ▲15.2%27,6610.5%FinanceALLTAllot$1,919,0030.0%227,3700.5%TechnologyCBTCabot$1,916,3660.0%24,9170.5%MaterialsATMUAtmus Filtration Technologies$1,906,6160.0%43,9110.5%IndustrialsOIIOceaneering International$1,905,409$779,842 ▲69.3%43,6720.5%EnergyKRBNKraneShares Global Carbon Strategy ETF$1,886,269$280,723 ▼-13.0%55,9720.5%ETFMIDDMiddleby$1,870,862$636,499 ▲51.6%18,0620.5%IndustrialsLWAYLifeway Foods$1,869,043$487,879 ▲35.3%88,2040.5%Consumer StaplesLMATLeMaitre Vascular$1,865,9720.0%22,5930.5%HealthcareMEOHMethanex$1,863,936$992,761 ▼-34.8%31,7640.5%MaterialsQQQInvesco QQQ$1,849,425$1,849,425 ▲New Holding2,5000.5%ETFMTDRMatador Resources$1,827,840$1,827,840 ▲New Holding35,4370.5%EnergyPLXSPlexus$1,754,367$1,808,645 ▼-50.8%6,7230.5%TechnologyBIRKENSTOCK HOLDING PLC$1,752,344$1,752,344 ▲New Holding54,0680.5%COM SHSIUSViShares Core S&P U.S. Value ETF$1,706,032$662,452 ▲63.5%15,4700.5%ETFNPK INTERNATIONAL INC$1,703,179$479,138 ▼-22.0%149,1400.5%COM SHSEA SERIES TRUST$1,620,4260.0%29,2850.4%CAMB US EQUA ETFIRMDiRadimed$1,587,224$1,587,224 ▲New Holding21,6750.4%HealthcareIEMGiShares Core MSCI Emerging Markets ETF$1,480,029$45,693 ▼-3.0%18,2360.4%ETFALLIANCE LAUNDRY HLDGS INC$1,479,477$1,479,477 ▲New Holding69,4590.4%COMLLYEli Lilly and Company$1,461,392$9,257 ▲0.6%1,2630.4%HealthcareCNXCNX Resources$1,423,0980.0%45,6560.4%EnergyAVGOBroadcom$1,400,195$43,899 ▲3.2%3,9870.4%TechnologyPBHPrestige Consumer Healthcare$1,395,916$1,395,916 ▲New Holding34,6810.4%HealthcareKALUKaiser Aluminum$1,373,328$734,961 ▲115.1%9,4830.4%MaterialsBRK.BBerkshire Hathaway$1,371,354$1,992 ▲0.1%2,7540.4%FinanceARMKAramark$1,288,038$857 ▲0.1%24,0530.4%Consumer DiscretionaryWERNWerner Enterprises$1,233,916$626,252 ▲103.1%36,3130.3%IndustrialsCOFCapital One Financial$1,233,331$100,783 ▲8.9%6,3880.3%FinancePNCThe PNC Financial Services Group$1,210,206$51,342 ▲4.4%5,4450.3%FinanceQUAKER INVT TR$1,142,661$69,076 ▲6.4%70,1880.3%AFFORDABLE HOUSSFMSprouts Farmers Market$1,120,519$614,998 ▼-35.4%16,8880.3%Consumer StaplesPGRProgressive$1,029,087$23,426 ▼-2.2%4,9640.3%FinanceVTVanguard Total World Stock ETF$1,008,382$111,288 ▲12.4%6,3880.3%ETFJPMJPMorgan Chase & Co.$985,873$112,482 ▲12.9%2,9800.3%FinanceVVisa$953,302$16,170 ▲1.7%2,6530.3%FinanceMETAMeta Platforms$947,810$30,458 ▲3.3%1,3070.3%Communication ServicesESGUiShares ESG Aware MSCI USA ETF$932,616$667 ▲0.1%5,5910.3%ETFShowing largest 100 holdings. 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