Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Riverwater Partners LLC (CIK 1882572) reported $300.0M across 211 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CLSE ($14.8M, 4.92%), AVSE ($8.8M, 2.94%), IVV ($8.7M, 2.91%), ADEA ($7.1M, 2.37%), LOPE ($5.8M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLSE | TRUST FOR PROFESSIONAL MANAG | $14.8M | 4.92% | 524,596 | Added |
| 2 | AVSE | AMERICAN CENTY ETF TR | $8.8M | 2.94% | 132,575 | Added |
| 3 | IVV | ISHARES TR | $8.7M | 2.91% | 13,369 | Added |
| 4 | ADEA | ADEIA INC | $7.1M | 2.37% | 295,876 | Added |
| 5 | LOPE | GRAND CANYON ED INC | $5.8M | 1.93% | 33,976 | Added |
| 6 | AVSD | AMERICAN CENTY ETF TR | $5.6M | 1.86% | 75,873 | Added |
| 7 | VECO | VEECO INSTRS INC DEL | $5.5M | 1.82% | 161,343 | Added |
| 8 | EFV | ISHARES TR | $5.4M | 1.79% | 72,288 | Hold |
| 9 | CVLC | MORGAN STANLEY ETF TRUST | $4.7M | 1.56% | 58,304 | Added |
| 10 | LMNR | LIMONEIRA CO | $4.4M | 1.47% | 329,184 | Added |
| 11 | DGX | QUEST DIAGNOSTICS INC | $4.1M | 1.37% | 20,973 | Added |
| 12 | SNEX | STONEX GROUP INC | $3.7M | 1.24% | 46,032 | Added |
| 13 | AZZ | AZZ INC | $3.7M | 1.24% | 29,687 | Added |
| 14 | GOOGL | ALPHABET INC | $3.7M | 1.23% | 12,819 | Trimmed |
| 15 | IDCC | INTERDIGITAL INC | $3.6M | 1.21% | 12,059 | Added |
| 16 | SGOV | ISHARES TR | $3.5M | 1.17% | 34,763 | Added |
| 17 | TGLS | TECNOGLASS INC | $3.4M | 1.14% | 76,520 | Added |
| 18 | NNN | NNN REIT INC | $3.3M | 1.11% | 79,447 | Added |
| 19 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $3.3M | 1.10% | 71,690 | Added |
| 20 | ECG | EVERUS CONSTR GROUP | $3.2M | 1.07% | 27,270 | Added |
| 21 | CFR | CULLEN FROST BANKERS INC | $3.2M | 1.05% | 23,011 | Added |
| 22 | MDU | MDU RES GROUP INC | $3.0M | 1.02% | 147,111 | Added |
| 23 | PLXS | PLEXUS CORP | $3.1M | 1.02% | 15,175 | Trimmed |
| 24 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $3.0M | 1.01% | 53,145 | Added |
| 25 | JLL | JONES LANG LASALLE INC | $3.0M | 1.00% | 9,842 | Added |
Source: SEC Form 13F filings · as of 2026-03-31