Filed: 5/8/2026ACC: 0001941040-26-000302
📋 What this filing means
RIVERWATER PARTNERS LLC filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $299.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
213
Positions
$299.97M
Total AUM (reported)
5.91M
Total Shares
Allocation by class
COM$192.78M64.3%
CONVERGENCE LNG$14.76M4.9%
AVANTIS RESPONSI$14.41M4.8%
CORE S&P500 ETF$8.73M2.9%
EAFE VALUE ETF$5.37M1.8%
ORD SHS$4.69M1.6%
CALVERT US LARCP$4.67M1.6%
Portfolio Concentration
Top 3$32.32M10.8%
4–10$38.40M12.8%
11–25$50.93M17.0%
Rest$178.31M59.4%
Top 3 weight
10.8%
Top 10 weight
23.6%
Voting Authority Distribution
Total shares with voting rights: 5.91M
Sole
Full voting authority
5.91M
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)
Sole213
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings213
Rows:
TRUST FOR PROFESSIONAL MANAG
SOLEShares524.60K
TypeSH
Market value$14.76M
4.92%
Sole
524.60K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares132.57K
TypeSH
Market value$8.83M
2.94%
Sole
132.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.37K
TypeSH
Market value$8.73M
2.91%
Sole
13.37K
Shared
0.00
None
0.00
ADEIA INC
SOLEShares295.88K
TypeSH
Market value$7.11M
2.37%
Sole
295.88K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares33.98K
TypeSH
Market value$5.78M
1.93%
Sole
33.98K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares75.87K
TypeSH
Market value$5.59M
1.86%
Sole
75.87K
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
SOLEShares161.34K
TypeSH
Market value$5.46M
1.82%
Sole
161.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.29K
TypeSH
Market value$5.37M
1.79%
Sole
72.29K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares58.30K
TypeSH
Market value$4.67M
1.56%
Sole
58.30K
Shared
0.00
None
0.00
LIMONEIRA CO
SOLEShares329.18K
TypeSH
Market value$4.42M
1.47%
Sole
329.18K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares20.97K
TypeSH
Market value$4.11M
1.37%
Sole
20.97K
Shared
0.00
None
0.00
AZZ INC
SOLEShares29.69K
TypeSH
Market value$3.71M
1.24%
Sole
29.69K
Shared
0.00
None
0.00
STONEX GROUP INC
SOLEShares46.03K
TypeSH
Market value$3.71M
1.24%
Sole
46.03K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.82K
TypeSH
Market value$3.69M
1.23%
Sole
12.82K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares12.06K
TypeSH
Market value$3.64M
1.21%
Sole
12.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.76K
TypeSH
Market value$3.50M
1.17%
Sole
34.76K
Shared
0.00
None
0.00
TECNOGLASS INC
SOLEShares76.52K
TypeSH
Market value$3.41M
1.14%
Sole
76.52K
Shared
0.00
None
0.00
NNN REIT INC
SOLEShares79.45K
TypeSH
Market value$3.34M
1.11%
Sole
79.45K
Shared
0.00
None
0.00
GOLDMAN SACHS PHYSICAL GOLD
SOLEShares71.69K
TypeSH
Market value$3.31M
1.10%
Sole
71.69K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP
SOLEShares27.27K
TypeSH
Market value$3.22M
1.07%
Sole
27.27K
Shared
0.00
None
0.00
CULLEN FROST BANKERS INC
SOLEShares23.01K
TypeSH
Market value$3.15M
1.05%
Sole
23.01K
Shared
0.00
None
0.00
PLEXUS CORP
SOLEShares15.18K
TypeSH
Market value$3.07M
1.02%
Sole
15.18K
Shared
0.00
None
0.00
MDU RES GROUP INC
SOLEShares147.11K
TypeSH
Market value$3.05M
1.02%
Sole
147.11K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
SOLEShares53.15K
TypeSH
Market value$3.02M
1.01%
Sole
53.15K
Shared
0.00
None
0.00
JONES LANG LASALLE INC
SOLEShares9.84K
TypeSH
Market value$3.00M
1.00%
Sole
9.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 524.60K | SH | $14.76M 4.92% | 524.60K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 132.57K | SH | $8.83M 2.94% | 132.57K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 13.37K | SH | $8.73M 2.91% | 13.37K | 0.00 | 0.00 |
ADEIA INCSOLE | COM | 295.88K | SH | $7.11M 2.37% | 295.88K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 33.98K | SH | $5.78M 1.93% | 33.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 75.87K | SH | $5.59M 1.86% | 75.87K | 0.00 | 0.00 |
VEECO INSTRS INC DELSOLE | COM | 161.34K | SH | $5.46M 1.82% | 161.34K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 72.29K | SH | $5.37M 1.79% | 72.29K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 58.30K | SH | $4.67M 1.56% | 58.30K | 0.00 | 0.00 |
LIMONEIRA COSOLE | COM | 329.18K | SH | $4.42M 1.47% | 329.18K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 20.97K | SH | $4.11M 1.37% | 20.97K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 29.69K | SH | $3.71M 1.24% | 29.69K | 0.00 | 0.00 |
STONEX GROUP INCSOLE | COM | 46.03K | SH | $3.71M 1.24% | 46.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 12.82K | SH | $3.69M 1.23% | 12.82K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 12.06K | SH | $3.64M 1.21% | 12.06K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 34.76K | SH | $3.50M 1.17% | 34.76K | 0.00 | 0.00 |
TECNOGLASS INCSOLE | ORD SHS | 76.52K | SH | $3.41M 1.14% | 76.52K | 0.00 | 0.00 |
NNN REIT INCSOLE | COM | 79.45K | SH | $3.34M 1.11% | 79.45K | 0.00 | 0.00 |
GOLDMAN SACHS PHYSICAL GOLDSOLE | UNIT | 71.69K | SH | $3.31M 1.10% | 71.69K | 0.00 | 0.00 |
EVERUS CONSTR GROUPSOLE | COM | 27.27K | SH | $3.22M 1.07% | 27.27K | 0.00 | 0.00 |
CULLEN FROST BANKERS INCSOLE | COM | 23.01K | SH | $3.15M 1.05% | 23.01K | 0.00 | 0.00 |
PLEXUS CORPSOLE | COM | 15.18K | SH | $3.07M 1.02% | 15.18K | 0.00 | 0.00 |
MDU RES GROUP INCSOLE | COM | 147.11K | SH | $3.05M 1.02% | 147.11K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIESOLE | COM | 53.15K | SH | $3.02M 1.01% | 53.15K | 0.00 | 0.00 |
JONES LANG LASALLE INCSOLE | COM | 9.84K | SH | $3.00M 1.00% | 9.84K | 0.00 | 0.00 |
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