Riverwater Partners LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $206 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $7.51M, Grand Canyon Education, Inc. with a value of $6.62M, Msci Eafe Value ETF with a value of $4.9M, Veeco Instruments Inc with a value of $4.15M, and American Centy ETF Tr Avantis with a value of $3.98M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $180M to 206M.
Below you can find more details about Riverwater Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$206 Million
Technology: $33.2 Million
ETFs: $30.5 Million
Financial Services: $29.3 Million
Healthcare: $24 Million
Industrials: $23.1 Million
Consumer Defensive: $16.3 Million
Communication Services: $9.79 Million
Energy: $9.5 Million
Other: $27.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions