Institutions / Riverwater Partners LLC / Holdings

Riverwater Partners LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ELI LILLY & Co	—	$1.50M	1,396	0.6%
Amazon.com Inc	—	$1.53M	6,650	0.6%
CABOT CORP	—	$1.55M	23,438	0.6%
CIENA CORP	—	$1.56M	6,683	0.6%
Warby Parker Inc.	—	$1.58M	71,861	0.6%
AMDOCS LTD	—	$1.59M	19,699	0.6%
NNN REIT, INC.	—	$1.60M	40,403	0.6%
Alphabet Inc.	—	$1.62M	5,161	0.6%
Western Alliance Bancorp	—	$1.63M	19,398	0.6%
DIGI INTERNATIONAL INC	—	$1.63M	37,701	0.6%
Skyward Specialty Insurance Group, Inc.	—	$1.64M	32,131	0.6%
PINNACLE WEST CAPITAL CORP	—	$1.65M	18,641	0.6%
Allot Ltd.	—	$1.66M	168,689	0.6%
ISHARES INC	—	$1.70M	25,324	0.7%
LOUISIANA-PACIFIC CORP	—	$1.72M	21,317	0.7%
LeMaitre Vascular, Inc.	—	$1.73M	21,363	0.7%
Visa Inc	—	$1.74M	4,948	0.7%
BELDEN INC.	—	$1.78M	15,251	0.7%
FEDERAL AGRICULTURAL MORTGAGE CORP	—	$1.78M	10,160	0.7%
NVIDIA Corp	—	$1.85M	9,929	0.7%
SYNOVUS FINL CORP	—	$1.85M	37,010	0.7%
NPK International Inc.	—	$1.88M	157,876	0.7%
CULLEN/FROST BANKERS, INC.	—	$1.93M	15,234	0.7%
CNX RESOURCES CORP	—	$1.93M	52,470	0.7%
MDU RESOURCES GROUP INC	—	$1.94M	99,288	0.8%
Apple Inc.	—	$2.03M	7,450	0.8%
AZZ INC	—	$2.09M	19,460	0.8%
CHESAPEAKE UTILITIES CORP	—	$2.09M	16,737	0.8%
SCHWAB CHARLES CORP	—	$2.17M	21,694	0.8%
MERIT MEDICAL SYSTEMS INC	—	$2.18M	24,725	0.8%
Jones Lang LaSalle Inc	—	$2.19M	6,499	0.8%
MODINE MANUFACTURING CO	—	$2.21M	16,527	0.9%
Everus Construction Group, Inc.	—	$2.24M	26,145	0.9%
AtriCure Inc	—	$2.39M	60,322	0.9%
Palomar Holdings, Inc.	—	$2.43M	18,050	0.9%
Haemonetics Corporation	—	$2.49M	31,011	1.0%
ISHARES TR	—	$2.50M	24,863	1.0%
GOLDMAN SACHS PHYSICAL GOLD	—	$2.57M	60,325	1.0%
PLEXUS CORP	—	$2.62M	17,845	1.0%
Atmus Filtration Technologies Inc.	—	$2.63M	50,757	1.0%
EXELIXIS, INC.	—	$2.66M	60,628	1.0%
Quest Diagnostics Inc	—	$2.73M	15,741	1.1%
StoneX Group Inc.	—	$2.79M	29,308	1.1%
ICF International Inc	—	$2.79M	32,724	1.1%
PUTNAM ETF TRUST	—	$2.83M	57,473	1.1%
BLACK HILLS CORP	—	$2.89M	41,579	1.1%
TECNOGLASS INC	—	$3.14M	62,485	1.2%
KRANESHARES TRUST	—	$3.24M	91,505	1.3%
Limoneira CO	—	$3.30M	261,428	1.3%
COASTAL FINANCIAL CORP	—	$3.39M	29,601	1.3%