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Riverwater Partners LLC

All holdings · as of Dec 31, 2025

212 positions

CompanyClassValueShares% of portfolio
AMPHENOL CORP /DE$610.8K4,5200.2%
Meta Platforms Inc$617.8K9360.2%
CARRIER GLOBAL Corp$643.9K12,1850.2%
The PNC Financial Services Group, Inc.$656.0K3,1430.3%
COSTCO WHOLESALE CORP /NEW$661.4K7670.3%
VANGUARD INTL EQUITY INDEX F$663.8K4,7050.3%
NEXTERA ENERGY INC$673.6K8,3910.3%
Becton Dickinson & Co$681.2K3,5100.3%
AGNICO EAGLE MINES LTD$682.5K4,0260.3%
Crocs, Inc.$690.5K8,0740.3%
TJX Cos Inc/The$692.0K4,5050.3%
LINDE PLC$693.3K1,6260.3%
JPMORGAN CHASE & CO$705.7K2,1900.3%
Intercontinental Exchange, Inc.$707.8K4,3700.3%
CORNING INC /NY$713.7K8,1510.3%
UNILEVER PLC$749.2K11,4550.3%
ECOLAB INC.$754.5K2,8740.3%
Mastercard Inc$765.5K1,3410.3%
Avery Dennison Corp$780.3K4,2900.3%
PROGRESSIVE CORP/OH$796.1K3,4960.3%
Ferguson Enterprises Inc. /DE$799.5K3,5910.3%
UNITEDHEALTH GROUP INC$811.4K2,4580.3%
ISHARES TR$845.8K8,2480.3%
Broadcom Inc.$858.3K2,4800.3%
Knife River Corp$882.5K12,5450.3%
ISHARES TR$887.8K5,9590.3%
Booking Holdings Inc$915.8K1710.4%
BJ's Wholesale Club Holdings, Inc.$957.7K10,6380.4%
Accenture plc$963.2K3,5900.4%
CAPITAL ONE FINANCIAL CORP$985.9K4,0680.4%
TIDAL TRUST III$1.03M58,7730.4%
Bowhead Specialty Holdings Inc.BOWCommon Stock$1.04M36,4960.4%
SunOpta Inc.STKLCommon Stock$1.10M290,1230.4%
Aramark$1.13M30,6260.4%
MSA Safety Inc$1.13M7,0600.4%
Preformed Line Products CoPLPCCommon Stock$1.15M5,5440.4%
URANIUM ENERGY CORP$1.15M97,3880.4%
GRIFFON CORP$1.15M15,6810.4%
Antero Midstream Corp$1.21M68,0140.5%
WORTHINGTON ENTERPRISES, INC.$1.25M24,0040.5%
Kodiak Gas Services, Inc.$1.25M33,4160.5%
Provident Financial Services Inc$1.27M64,3830.5%
DANAHER CORP /DE$1.28M5,6000.5%
RANGE RESOURCES CORP$1.29M36,7050.5%
TENNANT CO$1.30M17,6130.5%
STIFEL FINANCIAL CORP$1.31M10,4820.5%
THERMO FISHER SCIENTIFIC INC.$1.34M2,3080.5%
Lazard Inc$1.45M29,8010.6%
Warren E. Buffett$1.46M2,9090.6%
Valmont Industries Inc$1.48M3,6750.6%
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