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RP

Riverwater Partners Portfolio holdings

AUM $300M
1-Year Est. Return 26.4%
This Fund
S&P 500
This Quarter Est. Return
+2.03%
1 Year Est. Return
+26.4%
3 Year Est. Return
+85.45%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$258M
AUM Growth
+$17.4M
Cap. Flow
+$15.2M
Cap. Flow %
5.87%
Top 10 Hldgs %
24.13%
Holding
227
New
10
Increased
93
Reduced
65
Closed
15

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M
2
SNV
Synovus
SNV
+$1.78M
3
ADEA icon
Adeia
ADEA
+$1.62M
4
ALLT icon
Allot
ALLT
+$1.62M
5
NPKI
NPK International
NPKI
+$1.45M

Top Sells

Rank Stock Value
1
CIEN icon
Ciena
CIEN
+$2.59M
2
ITGR icon
Integer Holdings
ITGR
+$1.24M
3
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$1.04M
4
CNX icon
CNX Resources
CNX
+$991K
5
HSTM icon
HealthStream
HSTM
+$958K

Sector Composition

Rank Sector Weight
1 Technology 15.73%
2 Financials 14.18%
3 Industrials 10.5%
4 Healthcare 9.94%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
A icon
151
Agilent Technologies
A
$38.9B
$372K 0.14%
2,733
+3
+0.1% +$431
ZTS icon
152
Zoetis
ZTS
$32.2B
$371K 0.14%
2,949
+103
+4% +$13.4K
ESML icon
153
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$367K 0.14%
7,990
-125
-2% -$5.7K
HSIC icon
154
Henry Schein
HSIC
$9.64B
$366K 0.14%
4,847
– –
VTI icon
155
Vanguard Total Stock Market ETF
VTI
$655B
$366K 0.14%
1,092
– –
MRSH
156
Marsh
MRSH
$87.5B
$366K 0.14%
1,972
+499
+34% +$93.3K
FMS icon
157
Fresenius Medical Care
FMS
$13.4B
$365K 0.14%
15,306
– –
EQT icon
158
EQT Corp
EQT
$32.5B
$350K 0.14%
6,536
-119
-2% -$6.69K
PRI icon
159
Primerica
PRI
$9.81B
$350K 0.14%
1,353
– –
ATR icon
160
AptarGroup
ATR
$8.51B
$343K 0.13%
2,815
+406
+17% +$50.2K
NKE icon
161
Nike
NKE
$62.5B
$341K 0.13%
+5,351
New +$349K
ACGL icon
162
Arch Capital
ACGL
$36.3B
$335K 0.13%
+3,494
New +$320K
HD icon
163
Home Depot
HD
$335B
$329K 0.13%
956
+21
+2% +$7.69K
TSLA icon
164
Tesla
TSLA
$1.22T
$329K 0.13%
731
+72
+11% +$31.9K
CRM icon
165
Salesforce
CRM
$142B
$326K 0.13%
+1,232
New +$306K
EXC icon
166
Exelon
EXC
$48.2B
$324K 0.13%
7,432
-98
-1% -$4.47K
SLB icon
167
SLB Ltd
SLB
$76.5B
$324K 0.13%
8,433
+36
+0.4% +$1.3K
GTES icon
168
Gates Industrial Corporation Ltd.
GTES
$6.72B
$323K 0.13%
15,040
– –
VV icon
169
Vanguard Large-Cap ETF
VV
$51.9B
$318K 0.12%
1,009
-65
-6% -$20.3K
VVV icon
170
Valvoline
VVV
$5.05B
$310K 0.12%
10,663
+1,236
+13% +$39.7K
HAYW icon
171
Hayward Holdings
HAYW
$3.16B
$309K 0.12%
20,006
+3,319
+20% +$52.5K
EFX icon
172
Equifax
EFX
$20.8B
$300K 0.12%
1,381
-708
-34% -$155K
CNM icon
173
Core & Main
CNM
$8.17B
$299K 0.12%
5,752
-28
-0.5% -$1.44K
IRMD icon
174
iRadimed
IRMD
$1.22B
$298K 0.12%
3,064
– –
ANET icon
175
Arista Networks
ANET
$215B
$295K 0.11%
2,249
+1
+0% +$138
5 6
7
8 9

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FPCG
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AFS
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CIM
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RCA
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RL
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JGIA
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Riverwater Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Riverwater Partners held 227 positions worth $258M, up 7.2% from $241M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Riverwater Partners deployed $15.2M of net new capital in Q4 2025, opening 10 new positions and adding to 93 existing holdings. Its largest new stake was Synovus: 37,010 shares worth $1.85M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 16% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Ciena, an estimated $2.59M trimmed.

  • Riverwater Partners's largest Q4 2025 buy was Synovus: 37,010 shares worth $1.85M.
  • Riverwater Partners added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $3.22M increase.
  • Riverwater Partners's biggest Q4 2025 reduction was Ciena, cutting an estimated $2.59M.
  • Riverwater Partners fully exited Integer Holdings in Q4 2025, selling an estimated $1.24M.
  • Riverwater Partners's ten largest holdings make up 24% of its $258M portfolio in Q4 2025.
  • Riverwater Partners opened 10 new positions and closed 15 in Q4 2025.
  • Riverwater Partners's portfolio value rose 7.2% quarter-over-quarter to $258M.

Based on Riverwater Partners's 13F filing for Q4 2025, filed 12 Feb 2026.