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Riverwater Partners LLC

All holdings · as of Dec 31, 2025

212 positions

CompanyClassValueShares% of portfolio
ARCH CAPITAL GROUP LTD.—$335.1K3,4940.1%
NIKE, Inc.—$340.9K5,3510.1%
APTARGROUP, INC.—$343.3K2,8150.1%
Primerica, Inc.—$349.6K1,3530.1%
EQT Corp—$350.3K6,5360.1%
Fresenius Medical Care Holdings, Inc.FMSADR$364.6K15,3060.1%
MARSH & MCLENNAN COMPANIES, INC.—$365.8K1,9720.1%
VANGUARD INDEX FDS—$366.1K1,0920.1%
Henry Schein Inc—$366.3K4,8470.1%
ISHARES TR—$367.4K7,9900.1%
Zoetis Inc.—$371.0K2,9490.1%
Agilent Technologies Inc—$371.9K2,7330.1%
Union Pacific Corp—$376.8K1,6290.1%
Zions Bancorp NA—$377.3K6,4460.1%
INTUIT INC.—$383.5K5790.1%
Constellation Energy Corp—$384.4K1,0880.1%
HOLOGIC INC—$387.5K5,2020.1%
Morgan Stanley—$388.4K2,1880.2%
First Solar Inc—$390.0K1,4930.2%
WHITE MOUNTAINS INSURANCE GROUP LTD—$394.8K1900.2%
OneMain Holdings Inc—$405.8K6,0080.2%
QUALCOMM INC/DE—$410.9K2,4020.2%
Keysight Technologies, Inc.—$412.9K2,0320.2%
ASML HOLDING N V—$414.0K3870.2%
PACCAR INC—$419.5K3,8310.2%
TEXAS INSTRUMENTS INC—$424.7K2,4480.2%
CDW Corp—$432.4K3,1750.2%
DONALDSON Co INC—$435.6K4,9130.2%
ANALOG DEVICES INC—$438.5K1,6170.2%
Sony Group CorpSONYADR$441.2K17,2360.2%
CARLISLE COMPANIES INC—$444.6K1,3900.2%
ISHARES TR—$454.4K4,2420.2%
DOLLAR TREE, INC.—$458.8K3,7300.2%
TE Connectivity PLC—$459.6K2,0200.2%
CSX CORP—$464.6K12,8170.2%
Phillips 66—$467.6K3,6240.2%
S&P Global Inc.—$469.3K8980.2%
ANGEL OAK FUNDS TRUST—$472.8K9,2440.2%
SYSCO CORP—$479.6K6,5080.2%
L3HARRIS TECHNOLOGIES, INC. /DE—$492.0K1,6760.2%
Allegion plc—$501.1K3,1470.2%
Estee Lauder Cos Inc/The—$508.8K4,8590.2%
MASCO CORP /DE—$521.4K8,2160.2%
STERIS plc—$523.8K2,0660.2%
Verisk Analytics, Inc.—$524.3K2,3440.2%
KONINKLIJKE PHILIPS N V—$546.9K20,1950.2%
ORACLE CORP—$547.5K2,8090.2%
Amrize Ltd—$562.1K10,3930.2%
ISHARES TR—$562.2K6,2840.2%
CAMECO CORP—$587.4K6,4200.2%
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