Filed: 8/14/2026ACC: 0001941040-26-000624
📋 What this filing means
RIVERWATER PARTNERS LLC filed this quarterly 13F‑HR report disclosing 209 equity positions with a total reported market value of $336.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
209
Positions
$336.80M
Total AUM (reported)
5.80M
Total Shares
Allocation by class
COM$221.20M65.7%
CONVERGENCE LNG$17.39M5.2%
CORE S&P500 ETF$10.44M3.1%
AVA RES MAR ETF$9.84M2.9%
CALVERT US LARCP$5.90M1.8%
ORD SHS$5.84M1.7%
AVAN RE INTL ETF$5.58M1.7%
Portfolio Concentration
Top 3$37.67M11.2%
4–10$40.85M12.1%
11–25$59.42M17.6%
Rest$198.86M59.0%
Top 3 weight
11.2%
Top 10 weight
23.3%
Voting Authority Distribution
Total shares with voting rights: 5.80M
Sole
Full voting authority
5.80M
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)
Sole209
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings209
Rows:
TRUST FOR PROFESSIONAL MANAG
SOLEShares509.40K
TypeSH
Market value$17.39M
5.16%
Sole
509.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.94K
TypeSH
Market value$10.44M
3.10%
Sole
13.93K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares120.28K
TypeSH
Market value$9.84M
2.92%
Sole
120.27K
Shared
0.00
None
0.00
ADEIA INC
SOLEShares223.88K
TypeSH
Market value$7.37M
2.19%
Sole
223.88K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares62.48K
TypeSH
Market value$5.90M
1.75%
Sole
62.48K
Shared
0.00
None
0.00
NETSCOUT SYS INC
SOLEShares130.66K
TypeSH
Market value$5.69M
1.69%
Sole
130.66K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares19.81K
TypeSH
Market value$5.61M
1.67%
Sole
19.81K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares69.83K
TypeSH
Market value$5.58M
1.66%
Sole
69.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.29K
TypeSH
Market value$5.53M
1.64%
Sole
72.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.28K
TypeSH
Market value$5.16M
1.53%
Sole
51.28K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares34.87K
TypeSH
Market value$4.99M
1.48%
Sole
34.87K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares21.61K
TypeSH
Market value$4.58M
1.36%
Sole
21.61K
Shared
0.00
None
0.00
STEVANATO GROUP S P A
SOLEShares247.45K
TypeSH
Market value$4.47M
1.33%
Sole
247.45K
Shared
0.00
None
0.00
LIMONEIRA CO
SOLEShares337.44K
TypeSH
Market value$4.43M
1.32%
Sole
337.44K
Shared
0.00
None
0.00
AZZ INC
SOLEShares27.45K
TypeSH
Market value$4.26M
1.26%
Sole
27.45K
Shared
0.00
None
0.00
PLEXUS CORP
SOLEShares13.65K
TypeSH
Market value$4.11M
1.22%
Sole
13.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.64K
TypeSH
Market value$3.80M
1.13%
Sole
10.64K
Shared
0.00
None
0.00
PINNACLE FINL PARTNERS INC
SOLEShares37.41K
TypeSH
Market value$3.77M
1.12%
Sole
37.41K
Shared
0.00
None
0.00
CULLEN FROST BANKERS INC
SOLEShares23.79K
TypeSH
Market value$3.68M
1.09%
Sole
23.79K
Shared
0.00
None
0.00
DIGI INTL INC
SOLEShares48.90K
TypeSH
Market value$3.67M
1.09%
Sole
48.90K
Shared
0.00
None
0.00
PREFORMED LINE PRODS CO
SOLEShares8.92K
TypeSH
Market value$3.66M
1.09%
Sole
8.92K
Shared
0.00
None
0.00
HAEMONETICS CORP MASS
SOLEShares47.65K
TypeSH
Market value$3.57M
1.06%
Sole
47.65K
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
SOLEShares46.25K
TypeSH
Market value$3.51M
1.04%
Sole
46.25K
Shared
0.00
None
0.00
SKYWARD SPECIALTY INS GROUP
SOLEShares59.83K
TypeSH
Market value$3.49M
1.04%
Sole
59.83K
Shared
0.00
None
0.00
STONEX GROUP INC
SOLEShares29.04K
TypeSH
Market value$3.44M
1.02%
Sole
29.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 509.40K | SH | $17.39M 5.16% | 509.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 13.94K | SH | $10.44M 3.10% | 13.93K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVA RES MAR ETF | 120.28K | SH | $9.84M 2.92% | 120.27K | 0.00 | 0.00 |
ADEIA INCSOLE | COM | 223.88K | SH | $7.37M 2.19% | 223.88K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 62.48K | SH | $5.90M 1.75% | 62.48K | 0.00 | 0.00 |
NETSCOUT SYS INCSOLE | COM | 130.66K | SH | $5.69M 1.69% | 130.66K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 19.81K | SH | $5.61M 1.67% | 19.81K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVAN RE INTL ETF | 69.83K | SH | $5.58M 1.66% | 69.83K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 72.29K | SH | $5.53M 1.64% | 72.29K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 51.28K | SH | $5.16M 1.53% | 51.28K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 34.87K | SH | $4.99M 1.48% | 34.87K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 21.61K | SH | $4.58M 1.36% | 21.61K | 0.00 | 0.00 |
STEVANATO GROUP S P ASOLE | ORD SHS | 247.45K | SH | $4.47M 1.33% | 247.45K | 0.00 | 0.00 |
LIMONEIRA COSOLE | COM | 337.44K | SH | $4.43M 1.32% | 337.44K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 27.45K | SH | $4.26M 1.26% | 27.45K | 0.00 | 0.00 |
PLEXUS CORPSOLE | COM | 13.65K | SH | $4.11M 1.22% | 13.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.64K | SH | $3.80M 1.13% | 10.64K | 0.00 | 0.00 |
PINNACLE FINL PARTNERS INCSOLE | COM | 37.41K | SH | $3.77M 1.12% | 37.41K | 0.00 | 0.00 |
CULLEN FROST BANKERS INCSOLE | COM | 23.79K | SH | $3.68M 1.09% | 23.79K | 0.00 | 0.00 |
DIGI INTL INCSOLE | COM | 48.90K | SH | $3.67M 1.09% | 48.90K | 0.00 | 0.00 |
PREFORMED LINE PRODS COSOLE | COM | 8.92K | SH | $3.66M 1.09% | 8.92K | 0.00 | 0.00 |
HAEMONETICS CORP MASSSOLE | COM | 47.65K | SH | $3.57M 1.06% | 47.65K | 0.00 | 0.00 |
VEECO INSTRS INC DELSOLE | COM | 46.25K | SH | $3.51M 1.04% | 46.25K | 0.00 | 0.00 |
SKYWARD SPECIALTY INS GROUPSOLE | COM | 59.83K | SH | $3.49M 1.04% | 59.83K | 0.00 | 0.00 |
STONEX GROUP INCSOLE | COM | 29.04K | SH | $3.44M 1.02% | 29.04K | 0.00 | 0.00 |
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