Riverwater Partners LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$212.4B
Holdings
202
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (202 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AVYAVERY DENNISON CORP | 3,331 | $584.5M | 0.28% | |
| 102 | IEMGISHARES INC | 9,148 | $549.1M | 0.26% | |
| 103 | PCARPACCAR INC | 5,725 | $544.2M | 0.26% | |
| 104 | CSXCSX CORP | 16,525 | $539.2M | 0.25% | |
| 105 | MASMASCO CORP | 8,206 | $528.1M | 0.25% | |
| 106 | STESTERIS PLC | 2,190 | $526.1M | 0.25% | |
| 107 | TJXTJX COS INC NEW | 4,191 | $517.5M | 0.24% | |
| 108 | KMXCARMAX INC | 7,676 | $515.9M | 0.24% | |
| 109 | TXNTEXAS INSTRS INC | 2,484 | $515.7M | 0.24% | |
| 110 | INTUINTUIT | 640 | $504.1M | 0.24% | |
| 111 | AEMAGNICO EAGLE MINES LTD | 4,235 | $503.7M | 0.24% | |
| 112 | BLKBLACKROCK INC | 480 | $503.6M | 0.24% | |
| 113 | ACNACCENTURE PLC IRELAND | 1,672 | $499.7M | 0.24% | |
| 114 | SYYSYSCO CORP | 6,451 | $488.6M | 0.23% | |
| 115 | EFXEQUIFAX INC | 1,868 | $484.5M | 0.23% | |
| 116 | PHGKONINKLIJKE PHILIPS N V | 20,195 | $484.3M | 0.23% | |
| 117 | ELLAUDER ESTEE COS INC | 5,984 | $483.5M | 0.23% | |
| 118 | CSLCARLISLE COS INC | 1,254 | $468.2M | 0.22% | |
| 119 | GFFGRIFFON CORP | 6,367 | $460.8M | 0.22% | |
| 120 | AG8AGILENT TECHNOLOGIES INC | 3,864 | $456.0M | 0.21% | |
| 121 | PSXPHILLIPS 66 | 3,797 | $453.0M | 0.21% | |
| 122 | GLWCORNING INC | 8,541 | $449.2M | 0.21% | |
| 123 | LHXL3HARRIS TECHNOLOGIES INC | 1,767 | $443.2M | 0.21% | |
| 124 | BDXBECTON DICKINSON & CO | 2,557 | $440.4M | 0.21% | |
| 125 | SPGIS&P GLOBAL INC | 833 | $439.2M | 0.21% | |
| 126 | APHAMPHENOL CORP NEW | 4,442 | $438.6M | 0.21% | |
| 127 | FMSFRESENIUS MEDICAL CARE AG | 15,306 | $437.3M | 0.21% | |
| 128 | ARWARROW ELECTRS INC | 3,387 | $431.6M | 0.20% | |
| 129 | AQLTISHARES TR | 5,057 | $422.1M | 0.20% | |
| 130 | TELTE CONNECTIVITY PLC | 2,462 | $415.3M | 0.20% | |
| 131 | VRSKVERISK ANALYTICS INC | 1,284 | $400.0M | 0.19% | |
| 132 | ADBEADOBE INC | 1,023 | $395.8M | 0.19% | |
| 133 | UNPUNION PAC CORP | 1,665 | $383.1M | 0.18% | |
| 134 | QCOMQUALCOMM INC | 2,398 | $381.9M | 0.18% | |
| 135 | NVTNVENT ELECTRIC PLC | 5,080 | $372.1M | 0.18% | |
| 136 | DLTRDOLLAR TREE INC | 3,713 | $367.7M | 0.17% | |
| 137 | ADIANALOG DEVICES INC | 1,529 | $363.9M | 0.17% | |
| 138 | VSTSVESTIS CORPORATION | 62,853 | $360.1M | 0.17% | |
| 139 | ZTSZOETIS INC | 2,309 | $360.1M | 0.17% | |
| 140 | HOLXHOLOGIC INC | 5,493 | $357.9M | 0.17% | |
| 141 | VVVVALVOLINE INC | 9,418 | $356.7M | 0.17% | |
| 142 | HSICHENRY SCHEIN INC | 4,845 | $353.9M | 0.17% | |
| 143 | CEGCONSTELLATION ENERGY CORP | 1,092 | $352.5M | 0.17% | |
| 144 | GTESGATES INDL CORP PLC | 15,040 | $346.4M | 0.16% | |
| 145 | HDHOME DEPOT INC | 941 | $345.0M | 0.16% | |
| 146 | SJMSMUCKER J M CO | 3,511 | $344.8M | 0.16% | |
| 147 | FCFSFIRSTCASH HOLDINGS INC | 2,537 | $342.9M | 0.16% | |
| 148 | 8CWCROWN CASTLE INC | 3,335 | $342.6M | 0.16% | |
| 149 | OMFONEMAIN HLDGS INC | 6,008 | $342.5M | 0.16% | |
| 150 | ESMLISHARES TR | 8,263 | $341.5M | 0.16% | |
| 151 | DCIDONALDSON INC | 4,906 | $340.2M | 0.16% | |
| 152 | PEOEXELON CORP | 7,783 | $337.9M | 0.16% | |
| 153 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,093 | $337.0M | 0.16% | |
| 154 | DWDMORGAN STANLEY | 2,390 | $336.7M | 0.16% | |
| 155 | CDWCDW CORP | 1,868 | $333.6M | 0.16% | |
| 156 | BSXBOSTON SCIENTIFIC CORP | 3,104 | $333.4M | 0.16% | |
| 157 | VTIVANGUARD INDEX FDS | 1,092 | $331.9M | 0.16% | |
| 158 | NPKINPK INTERNATIONAL INC | 38,825 | $330.4M | 0.16% | |
| 159 | SSDSIMPSON MFG INC | 2,126 | $330.2M | 0.16% | |
| 160 | ALLEALLEGION PLC | 2,242 | $323.1M | 0.15% | |
| 161 | ORLYOREILLY AUTOMOTIVE INC | 3,585 | $323.1M | 0.15% | |
| 162 | OCOWENS CORNING NEW | 2,346 | $322.6M | 0.15% | |
| 163 | AMTAMERICAN TOWER CORP NEW | 1,443 | $318.9M | 0.15% | |
| 164 | UTIUNIVERSAL TECHNICAL INST INC | 9,196 | $311.7M | 0.15% | |
| 165 | UYLDANGEL OAK FUNDS TRUST | 6,037 | $308.3M | 0.15% | |
| 166 | VVVANGUARD INDEX FDS | 1,080 | $308.1M | 0.15% | |
| 167 | VRSNVERISIGN INC | 1,065 | $307.6M | 0.14% | |
| 168 | IEIINSIGHT ENTERPRISES INC | 2,192 | $302.7M | 0.14% | |
| 169 | EOGEOG RES INC | 2,478 | $296.4M | 0.14% | |
| 170 | CNMCORE & MAIN INC | 4,843 | $292.3M | 0.14% | |
| 171 | ZIONZIONS BANCORPORATION N A | 5,609 | $291.3M | 0.14% | |
| 172 | APOAPOLLO GLOBAL MGMT INC | 2,010 | $285.2M | 0.13% | |
| 173 | OTISOTIS WORLDWIDE CORP | 2,843 | $281.5M | 0.13% | |
| 174 | SLBSCHLUMBERGER LTD | 8,315 | $281.0M | 0.13% | |
| 175 | ITGARTNER INC | 682 | $275.7M | 0.13% | |
| 176 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,678 | $275.0M | 0.13% | |
| 177 | PRIPRIMERICA INC | 1,004 | $274.8M | 0.13% | |
| 178 | HLIHOULIHAN LOKEY INC | 1,458 | $262.4M | 0.12% | |
| 179 | NULVNUSHARES ETF TR | 6,230 | $261.1M | 0.12% | |
| 180 | FSLRFIRST SOLAR INC | 1,574 | $260.6M | 0.12% | |
| 181 | DDDUPONT DE NEMOURS INC | 3,765 | $258.2M | 0.12% | |
| 182 | USBUS BANCORP DEL | 5,676 | $256.8M | 0.12% | |
| 183 | WTMWHITE MTNS INS GROUP LTD | 142 | $255.0M | 0.12% | |
| 184 | XYLXYLEM INC | 1,946 | $251.7M | 0.12% | |
| 185 | SKAASKECHERS U S A INC | 3,957 | $249.7M | 0.12% | |
| 186 | ATRAPTARGROUP INC | 1,585 | $247.9M | 0.12% | |
| 187 | VTVANGUARD INTL EQUITY INDEX F | 1,920 | $246.8M | 0.12% | |
| 188 | FBINFORTUNE BRANDS INNOVATIONS I | 4,715 | $242.7M | 0.11% | |
| 189 | PRDOPERDOCEO ED CORP | 7,393 | $241.7M | 0.11% | |
| 190 | HAYWHAYWARD HLDGS INC | 16,687 | $230.3M | 0.11% | |
| 191 | MRSHMARSH & MCLENNAN COS INC | 1,053 | $230.2M | 0.11% | |
| 192 | SCHBSCHWAB STRATEGIC TR | 9,461 | $225.5M | 0.11% | |
| 193 | GDDYGODADDY INC | 1,167 | $210.1M | 0.10% | |
| 194 | ANETARISTA NETWORKS INC | 2,052 | $209.9M | 0.10% | |
| 195 | XOMEXXON MOBIL CORP | 1,925 | $207.5M | 0.10% | |
| 196 | SSNCSS&C TECHNOLOGIES HLDGS INC | 2,492 | $206.3M | 0.10% | |
| 197 | GGENPACT LIMITED | 4,635 | $204.0M | 0.10% | |
| 198 | TSLATESLA INC | 630 | $200.1M | 0.09% | |
| 199 | DCTHDELCATH SYS INC | 11,017 | $149.8M | 0.07% | |
| 200 | MAMAMAMAS CREATIONS INC | 15,499 | $125.1M | 0.06% |