Riverwater Partners LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Million distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Grand Canyon Education, Inc. with a value of $5.62M, Inter Digital, Inc. with a value of $4.97M, American Centy ETF Tr Avantis with a value of $4.84M, Msci Eafe Value ETF with a value of $4.59M, and Tecnoglass Inc. with a value of $4.43M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $168M to 180M.
Below you can find more details about Riverwater Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$180 Million
Financial Services: $27.1 Million
Healthcare: $24.5 Million
Technology: $22.2 Million
ETFs: $21.7 Million
Industrials: $18.5 Million
Consumer Defensive: $16.6 Million
Energy: $10.3 Million
Communication Services: $10.1 Million
Other: $26.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
