Riverwater Partners LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$599.9M
Holdings
213
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CLSE
TRUST FOR PROFESSIONAL MANAG
Q1 2026: Exited (was 515.7k shares)
5.0%
02
$AVSE
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 125.4k shares)
3.0%
03
$IVV
ISHARES TR
Q1 2026: Exited (was 10.6k shares)
3.0%
04
$ADEA
ADEIA INC
Q1 2026: Exited (was 246.5k shares)
2.4%
05
$LOPE
GRAND CANYON ED INC
Q1 2026: Exited (was 32.8k shares)
2.0%
06
$AVSD
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 69.8k shares)
1.9%
07
$VECO
VEECO INSTRS INC DEL
Q1 2026: Exited (was 150.0k shares)
1.9%
08
$EFV
ISHARES TR
Q1 2026: Exited (was 72.3k shares)
1.8%
09
$CVLC
MORGAN STANLEY ETF TRUST
Q1 2026: Exited (was 50.3k shares)
1.6%
10
$LMNR
LIMONEIRA CO
Q1 2026: Exited (was 261.4k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.