RIVERWATER PARTNERS LLC

PrivateCIK: 1882572
Location

MILWAUKEE, WI

213
Positions
$299.97M
Total AUM (reported)
5.91M
Total Shares

Allocation by class

TOTAL AUM$299.97M213 positions
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 310.8%4–1012.8%11–2517.0%Rest59.4%TOP 1023.6%0%100%
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

SOLE
CONVERGENCE LNG
Shares524.60K
TypeSH
Market value$14.76M
4.92%
Sole
524.60K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
AVANTIS RESPONSI
Shares132.57K
TypeSH
Market value$8.83M
2.94%
Sole
132.57K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares13.37K
TypeSH
Market value$8.73M
2.91%
Sole
13.37K
Shared
0.00
None
0.00

ADEIA INC

SOLE
COM
Shares295.88K
TypeSH
Market value$7.11M
2.37%
Sole
295.88K
Shared
0.00
None
0.00

GRAND CANYON ED INC

SOLE
COM
Shares33.98K
TypeSH
Market value$5.78M
1.93%
Sole
33.98K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
AVANTIS RESPONSI
Shares75.87K
TypeSH
Market value$5.59M
1.86%
Sole
75.87K
Shared
0.00
None
0.00

VEECO INSTRS INC DEL

SOLE
COM
Shares161.34K
TypeSH
Market value$5.46M
1.82%
Sole
161.34K
Shared
0.00
None
0.00

ISHARES TR

SOLE
EAFE VALUE ETF
Shares72.29K
TypeSH
Market value$5.37M
1.79%
Sole
72.29K
Shared
0.00
None
0.00

MORGAN STANLEY ETF TRUST

SOLE
CALVERT US LARCP
Shares58.30K
TypeSH
Market value$4.67M
1.56%
Sole
58.30K
Shared
0.00
None
0.00

LIMONEIRA CO

SOLE
COM
Shares329.18K
TypeSH
Market value$4.42M
1.47%
Sole
329.18K
Shared
0.00
None
0.00

QUEST DIAGNOSTICS INC

SOLE
COM
Shares20.97K
TypeSH
Market value$4.11M
1.37%
Sole
20.97K
Shared
0.00
None
0.00

AZZ INC

SOLE
COM
Shares29.69K
TypeSH
Market value$3.71M
1.24%
Sole
29.69K
Shared
0.00
None
0.00

STONEX GROUP INC

SOLE
COM
Shares46.03K
TypeSH
Market value$3.71M
1.24%
Sole
46.03K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares12.82K
TypeSH
Market value$3.69M
1.23%
Sole
12.82K
Shared
0.00
None
0.00

INTERDIGITAL INC

SOLE
COM
Shares12.06K
TypeSH
Market value$3.64M
1.21%
Sole
12.06K
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares34.76K
TypeSH
Market value$3.50M
1.17%
Sole
34.76K
Shared
0.00
None
0.00

TECNOGLASS INC

SOLE
ORD SHS
Shares76.52K
TypeSH
Market value$3.41M
1.14%
Sole
76.52K
Shared
0.00
None
0.00

NNN REIT INC

SOLE
COM
Shares79.45K
TypeSH
Market value$3.34M
1.11%
Sole
79.45K
Shared
0.00
None
0.00

GOLDMAN SACHS PHYSICAL GOLD

SOLE
UNIT
Shares71.69K
TypeSH
Market value$3.31M
1.10%
Sole
71.69K
Shared
0.00
None
0.00

EVERUS CONSTR GROUP

SOLE
COM
Shares27.27K
TypeSH
Market value$3.22M
1.07%
Sole
27.27K
Shared
0.00
None
0.00

CULLEN FROST BANKERS INC

SOLE
COM
Shares23.01K
TypeSH
Market value$3.15M
1.05%
Sole
23.01K
Shared
0.00
None
0.00

PLEXUS CORP

SOLE
COM
Shares15.18K
TypeSH
Market value$3.07M
1.02%
Sole
15.18K
Shared
0.00
None
0.00

MDU RES GROUP INC

SOLE
COM
Shares147.11K
TypeSH
Market value$3.05M
1.02%
Sole
147.11K
Shared
0.00
None
0.00

ATMUS FILTRATION TECHNOLOGIE

SOLE
COM
Shares53.15K
TypeSH
Market value$3.02M
1.01%
Sole
53.15K
Shared
0.00
None
0.00

JONES LANG LASALLE INC

SOLE
COM
Shares9.84K
TypeSH
Market value$3.00M
1.00%
Sole
9.84K
Shared
0.00
None
0.00
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