Fund HoldingsRiverwater Partners LLC

Total Portfolio Value
$110.02M
Total Bought
$15.50M
Total Sold
$19.04M
Net Transaction
-$3.54M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MODINE MFG CO(MOD)014,722+14,72206740.61%+674
CARLYLE GROUP INC(CG)021,379+21,37906450.59%+645
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
010,450+10,45006020.55%+602
TALOS ENERGY INC(TALO)39,65868,734+29,0765501,1301.03%+580
INTERDIGITAL INC(IDCC)5,44813,459+8,0115261,0800.98%+554
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
06,952+6,95205280.48%+528
CENTRUS ENERGY CORP(LEU)012,855+12,85507300.66%+730
EVERTEC INC(EVTC)013,454+13,45405000.45%+500
AMDOCS LTD(DOX)05,560+5,56004700.43%+470
AERSALE CORPORATION031,146+31,14604650.42%+465
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
07,905+7,90504520.41%+452
AMKOR TECHNOLOGY INC019,986+19,98604520.41%+452
NVIDIA CORPORATION(NVDA)0874+87403800.35%+380
VEECO INSTRS INC DEL(VECO)43,39252,990+9,5981,1141,4901.35%+375
SYSCO CORP(SYY)05,609+5,60903700.34%+370
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
04,610+4,61003460.31%+346
COASTAL FINL CORP WA(CCB)07,728+7,72803320.30%+332
ISHARES TR02,084+2,08403210.29%+321
MERCK & CO INC(MRK)03,067+3,06703160.29%+316
ALERUS FINL CORP016,763+16,76303030.28%+303
ISHARES TR02,860+2,86002890.26%+289
PERION NETWORK LTD08,878+8,87802720.25%+272
WESTERN ALLIANCE BANCORP(WAL)29,17128,969-2021,0641,3321.21%+268
CRA INTL INC(CRAI)02,416+2,41602430.22%+243
PULTE GROUP INC(PHM)03,139+3,13902320.21%+232
LIMONEIRA CO92,785109,336+16,5511,4441,6751.52%+231
ISHARES TR03,292+3,29202250.20%+225
NEWPARK RES INC(NPKI)032,226+32,22602230.20%+223
PERELLA WEINBERG PARTNERS(PWP)032,860+32,86003350.30%+335
INTERNATIONAL MNY EXPRESS IN013,093+13,09302220.20%+222
IRADIMED CORP(IRMD)011,636+11,63605160.47%+516
DIAMONDBACK ENERGY INC(FANG)01,400+1,40002170.20%+217
DOCEBO INC05,324+5,32402170.20%+217
FIRST BUSINESS FINL SVCS INC014,108+14,10804230.38%+423
UTAH MED PRODS INC02,354+2,35402020.18%+202
MARCUS CORP DEL023,696+23,69603670.33%+367
MAYVILLE ENGR CO INC039,799+39,79904370.40%+437
QUEST DIAGNOSTICS INC(DGX)4,5176,631+2,1146358080.73%+173
ALPHABET INC(GOOG)14,99014,939-511,7941,9551.78%+161
GRAND CANYON ED INC(LOPE)12,62112,508-1131,3031,4621.33%+159
LINCOLN ELEC HLDGS INC(LECO)4,3135,576+1,2638571,0140.92%+157
ELECTROMED INC032,684+32,68403400.31%+340
ATOMERA INC022,906+22,90601430.13%+143
UNITIL CORP(UTL)09,096+9,09603880.35%+388
LEMAITRE VASCULAR INC(LMAT)08,018+8,01804370.40%+437
EVERCORE INC(EVR)8,4038,335-681,0391,1491.04%+111
FEDERAL AGRIC MTG CORP(AGM)11,36011,292-681,6331,7421.58%+109
HARVARD BIOSCIENCE INC081,482+81,48203500.32%+350
PHILLIPS 66(PSX)4,3664,299-674165170.47%+100
INFORMATION SVCS GROUP INC063,829+63,82902800.25%+280
ABBVIE INC(ABBV)02,149+2,14903200.29%+320
SCHWAB CHARLES CORP(SCHW)16,50218,736+2,2349351,0290.93%+93
THE REAL GOOD FOOD COMPANY I025,939+25,9390870.08%+87
ANIKA THERAPEUTICS INC017,597+17,59703280.30%+328
TERRAN ORBITAL CORPORATION0131,060+131,06001090.10%+109
CVS HEALTH CORP(CVS)04,205+4,20502940.27%+294
BJS WHSL CLUB HLDGS INC(BJ)12,89512,219-6768138720.79%+60
HAEMONETICS CORP MASS(HAE)15,71515,553-1621,3381,3931.27%+55
UNITEDHEALTH GROUP INC(UNH)2,3502,338-121,1301,1791.07%+49
BOOKING HOLDINGS INC(BKNG)194184-105245670.52%+44
AMAZON COM INC(AMZN)02,896+2,89603680.33%+368
CONSTELLATION ENERGY CORP(CEG)02,946+2,94603210.29%+321
INTUIT(INTU)0739+73903780.34%+378
SCHLUMBERGER LTD(SLB)05,505+5,50503210.29%+321
CHEVRON CORP NEW(CVX)2,4852,507+223914230.38%+32
EOG RES INC(EOG)02,826+2,82603580.33%+358
MORGAN STANLEY(MS)4,8695,430+5614164430.40%+28
COMCAST CORP NEW(CCZ)06,985+6,98503100.28%+310
CARRIER GLOBAL CORPORATION(CARR)9,2548,779-4754604850.44%+25
AZZ INC14,87114,650-2216466680.61%+21
CDW CORP(CDW)2,7142,564-1504985170.47%+19
BRISTOL-MYERS SQUIBB CO(BMY)04,583+4,58302660.24%+266
PROGRESSIVE CORP(PGR)6,2216,025-1968238390.76%+16
MICRON TECHNOLOGY INC(MU)8,3387,963-3755265420.49%+16
REINSURANCE GRP OF AMERICA I(RGA)01,510+1,51002190.20%+219
OWENS CORNING NEW(OC)2,8722,809-633753830.35%+8
AVERY DENNISON CORP3,3143,159-1555695770.52%+8
DUPONT DE NEMOURS INC(DD)04,352+4,35203250.30%+325
ARCH CAP GROUP LTD
ORD
03,962+3,96203160.29%+316
PACCAR INC(PCAR)6,9076,807-1005785790.53%+1
BOSTON SCIENTIFIC CORP(BSX)04,690+4,69002480.23%+248
ISHARES TR30,12330,12301,4741,4741.34%-0
CISCO SYS INC(CSCO)05,545+5,54502980.27%+298
FERGUSON PLC NEW4,3474,117-2306846770.62%-7
HOULIHAN LOKEY INC(HLI)02,648+2,64802840.26%+284
BANK NEW YORK MELLON CORP05,301+5,30102260.21%+226
UNION PAC CORP(UNP)1,8821,839-433853740.34%-11
ADOBE INC(ADBE)1,056990-665165050.46%-12
SIMPSON MFG INC(SSD)02,171+2,17103250.30%+325
BERKSHIRE HATHAWAY INC DEL3,8213,683-1381,3031,2901.17%-13
FIRSTCASH HOLDINGS INC(FCFS)02,836+2,83602850.26%+285
APPLE INC(AAPL)4,6135,142+5298958800.80%-14
GENPACT LIMITED
SHS
09,125+9,12503300.30%+330
MATIV HOLDINGS INC011,402+11,40201630.15%+163
VICARIOUS SURGICAL INC052,895+52,8950310.03%+31
PNC FINL SVCS GROUP INC(PNC)3,9423,866-764964750.43%-22
MARSH & MCLENNAN COS INC(MRSH)01,312+1,31202500.23%+250
S&P GLOBAL INC(SPGI)0857+85703130.28%+313
ZOETIS INC(ZTS)2,2412,062-1793863590.33%-27
PFIZER INC(PFE)11,87912,265+3864364070.37%-29
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