Filed: 8/1/2025ACC: 0001941040-25-000393
📋 What this filing means
RIVERWATER PARTNERS LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $212.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$212.36M
Total AUM (reported)
4.30M
Total Shares
Allocation by class
COM$132.17M62.2%
CONVERGENCE LNG$12.13M5.7%
AVANTIS RESPONSI$8.37M3.9%
COM NEW$7.05M3.3%
ORD SHS$5.51M2.6%
CL A$5.08M2.4%
EAFE VALUE ETF$4.59M2.2%
Portfolio Concentration
Top 3$22.71M10.7%
4–10$27.51M13.0%
11–25$37.96M17.9%
Rest$124.18M58.5%
Top 3 weight
10.7%
Top 10 weight
23.6%
Voting Authority Distribution
Total shares with voting rights: 4.30M
Sole
Full voting authority
4.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole202
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings202
Rows:
TRUST FOR PROFESSIONAL MANAG
SOLEShares519.15K
TypeSH
Market value$12.13M
5.71%
Sole
519.15K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares29.71K
TypeSH
Market value$5.62M
2.64%
Sole
29.71K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares22.14K
TypeSH
Market value$4.97M
2.34%
Sole
22.14K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares82.51K
TypeSH
Market value$4.84M
2.28%
Sole
82.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.29K
TypeSH
Market value$4.59M
2.16%
Sole
72.29K
Shared
0.00
None
0.00
TECNOGLASS INC
SOLEShares57.26K
TypeSH
Market value$4.43M
2.09%
Sole
57.26K
Shared
0.00
None
0.00
LIMONEIRA CO
SOLEShares239.96K
TypeSH
Market value$3.76M
1.77%
Sole
239.96K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares52.29K
TypeSH
Market value$3.53M
1.66%
Sole
52.29K
Shared
0.00
None
0.00
HAEMONETICS CORP MASS
SOLEShares44.92K
TypeSH
Market value$3.35M
1.58%
Sole
44.92K
Shared
0.00
None
0.00
CNX RES CORP
SOLEShares89.40K
TypeSH
Market value$3.01M
1.42%
Sole
89.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.67K
TypeSH
Market value$2.90M
1.36%
Sole
4.67K
Shared
0.00
None
0.00
COASTAL FINL CORP WA
SOLEShares29.78K
TypeSH
Market value$2.89M
1.36%
Sole
29.78K
Shared
0.00
None
0.00
PALOMAR HLDGS INC
SOLEShares18.05K
TypeSH
Market value$2.78M
1.31%
Sole
18.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.52K
TypeSH
Market value$2.75M
1.29%
Sole
5.52K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares91.14K
TypeSH
Market value$2.71M
1.27%
Sole
91.14K
Shared
0.00
None
0.00
STONEX GROUP INC
SOLEShares29.31K
TypeSH
Market value$2.67M
1.26%
Sole
29.31K
Shared
0.00
None
0.00
PUTNAM ETF TRUST
SOLEShares51.18K
TypeSH
Market value$2.51M
1.18%
Sole
51.18K
Shared
0.00
None
0.00
PLEXUS CORP
SOLEShares18.19K
TypeSH
Market value$2.46M
1.16%
Sole
18.19K
Shared
0.00
None
0.00
CHESAPEAKE UTILS CORP
SOLEShares20.32K
TypeSH
Market value$2.44M
1.15%
Sole
20.32K
Shared
0.00
None
0.00
LEMAITRE VASCULAR INC
SOLEShares29.18K
TypeSH
Market value$2.42M
1.14%
Sole
29.18K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares13.18K
TypeSH
Market value$2.37M
1.12%
Sole
13.18K
Shared
0.00
None
0.00
BLACK HILLS CORP
SOLEShares41.57K
TypeSH
Market value$2.33M
1.10%
Sole
41.57K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares30.04K
TypeSH
Market value$2.30M
1.08%
Sole
30.04K
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
SOLEShares110.89K
TypeSH
Market value$2.25M
1.06%
Sole
110.89K
Shared
0.00
None
0.00
ICF INTL INC
SOLEShares25.82K
TypeSH
Market value$2.19M
1.03%
Sole
25.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 519.15K | SH | $12.13M 5.71% | 519.15K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 29.71K | SH | $5.62M 2.64% | 29.71K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 22.14K | SH | $4.97M 2.34% | 22.14K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 82.51K | SH | $4.84M 2.28% | 82.51K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 72.29K | SH | $4.59M 2.16% | 72.29K | 0.00 | 0.00 |
TECNOGLASS INCSOLE | ORD SHS | 57.26K | SH | $4.43M 2.09% | 57.26K | 0.00 | 0.00 |
LIMONEIRA COSOLE | COM | 239.96K | SH | $3.76M 1.77% | 239.96K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 52.29K | SH | $3.53M 1.66% | 52.29K | 0.00 | 0.00 |
HAEMONETICS CORP MASSSOLE | COM | 44.92K | SH | $3.35M 1.58% | 44.92K | 0.00 | 0.00 |
CNX RES CORPSOLE | COM | 89.40K | SH | $3.01M 1.42% | 89.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.67K | SH | $2.90M 1.36% | 4.67K | 0.00 | 0.00 |
COASTAL FINL CORP WASOLE | COM NEW | 29.78K | SH | $2.89M 1.36% | 29.78K | 0.00 | 0.00 |
PALOMAR HLDGS INCSOLE | COM | 18.05K | SH | $2.78M 1.31% | 18.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.52K | SH | $2.75M 1.29% | 5.52K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | GLOBAL CARB STRA | 91.14K | SH | $2.71M 1.27% | 91.14K | 0.00 | 0.00 |
STONEX GROUP INCSOLE | COM | 29.31K | SH | $2.67M 1.26% | 29.31K | 0.00 | 0.00 |
PUTNAM ETF TRUSTSOLE | ESG CORE BOND | 51.18K | SH | $2.51M 1.18% | 51.18K | 0.00 | 0.00 |
PLEXUS CORPSOLE | COM | 18.19K | SH | $2.46M 1.16% | 18.19K | 0.00 | 0.00 |
CHESAPEAKE UTILS CORPSOLE | COM | 20.32K | SH | $2.44M 1.15% | 20.32K | 0.00 | 0.00 |
LEMAITRE VASCULAR INCSOLE | COM | 29.18K | SH | $2.42M 1.14% | 29.18K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 13.18K | SH | $2.37M 1.12% | 13.18K | 0.00 | 0.00 |
BLACK HILLS CORPSOLE | COM | 41.57K | SH | $2.33M 1.10% | 41.57K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 30.04K | SH | $2.30M 1.08% | 30.04K | 0.00 | 0.00 |
VEECO INSTRS INC DELSOLE | COM | 110.89K | SH | $2.25M 1.06% | 110.89K | 0.00 | 0.00 |
ICF INTL INCSOLE | COM | 25.82K | SH | $2.19M 1.03% | 25.82K | 0.00 | 0.00 |
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