0001941040-24-000443.txt : 20241022
0001941040-24-000443.hdr.sgml : 20241022
20241022162241
ACCESSION NUMBER: 0001941040-24-000443
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241022
DATE AS OF CHANGE: 20241022
EFFECTIVENESS DATE: 20241022
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Riverwater Partners LLC
CENTRAL INDEX KEY: 0001882572
ORGANIZATION NAME:
IRS NUMBER: 812333271
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1221
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21541
FILM NUMBER: 241386593
BUSINESS ADDRESS:
STREET 1: 1433 N. WATER STREET
STREET 2: SUITE 303
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
BUSINESS PHONE: 414-232-7957
MAIL ADDRESS:
STREET 1: 1433 N WATER STREET
STREET 2: SUITE 303
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
13F-HR
1
primary_doc.xml
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0001882572
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09-30-2024
09-30-2024
false
Riverwater Partners LLC
1433 N Water Street
Suite 303
Milwaukee
WI
53202
13F HOLDINGS REPORT
028-21541
000283540
801-117635
N
Adam J. Peck
Founder and CIO
414-858-8000
Adam J. Peck
Milwaukee
WI
10-22-2024
0
206
201445406
INFORMATION TABLE
2
infotable.xml
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AEHR TEST SYS
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CAP STK CL C
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COM
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CL B NEW
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BOSTON SCIENTIFIC CORP
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BRC INC
COM CL A
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BRIDGEWATER BANCSHARES INC
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BROADCOM INC
COM
11135F101
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1410
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CABOT CORP
COM
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CALERES INC
COM
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CAMECO CORP
COM
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CAPRI HOLDINGS LIMITED
SHS
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CARLISLE COS INC
COM
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COM
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CARMAX INC
COM
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CARRIER GLOBAL CORPORATION
COM
14448C104
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CDW CORP
COM
12514G108
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CENTRUS ENERGY CORP
CL A
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CHARLES RIV LABS INTL INC
COM
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CHESAPEAKE UTILS CORP
COM
165303108
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SH
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CIENA CORP
COM NEW
171779309
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CNX RES CORP
COM
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COM NEW
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CONSTELLATION ENERGY CORP
COM
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CORE & MAIN INC
CL A
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CORNING INC
COM
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COSTCO WHSL CORP NEW
COM
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CRA INTL INC
COM
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CROCS INC
COM
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CROWN CASTLE INC
COM
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CULLEN FROST BANKERS INC
COM
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DANAHER CORPORATION
COM
235851102
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DELCATH SYS INC
COM NEW
24661P807
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DIAMONDBACK ENERGY INC
COM
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DOCEBO INC
COM
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DOLLAR TREE INC
COM
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DONALDSON INC
COM
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DUPONT DE NEMOURS INC
COM
26614N102
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ECOLAB INC
COM
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ELI LILLY & CO
COM
532457108
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EOG RES INC
COM
26875P101
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EQUIFAX INC
COM
294429105
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EVERCORE INC
CLASS A
29977A105
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EXELON CORP
COM
30161N101
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FEDERAL AGRIC MTG CORP
CL C
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FERGUSON ENTERPRISES INC
COMMON STOCK NEW
31488V107
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FIRST BUSINESS FINL SVCS INC
COM
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FIRST SOLAR INC
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FISERV INC
COM
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FORTUNE BRANDS INNOVATIONS I
COM
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FRESENIUS MEDICAL CARE AG
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GARTNER INC
COM
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GATES INDL CORP PLC
ORD SHS
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GENPACT LIMITED
SHS
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UNIT
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COM
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HAEMONETICS CORP MASS
COM
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COM
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HARVARD BIOSCIENCE INC
COM
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COM
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HOLOGIC INC
COM
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HOME DEPOT INC
COM
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HOULIHAN LOKEY INC
CL A
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HOWMET AEROSPACE INC
COM
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COM
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COM
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INSIGHT ENTERPRISES INC
COM
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INTERCONTINENTAL EXCHANGE IN
COM
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INTERDIGITAL INC
COM
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INTERNATIONAL MNY EXPRESS IN
COM
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COM
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INTUIT
COM
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COM
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IRIDIUM COMMUNICATIONS INC
COM
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10-20 YR TRS ETF
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SHS
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COM
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COM
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COM
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COM
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COM
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COM
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CL A
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COM
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COM
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COM
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CL A
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COM
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MICROSOFT CORP
COM
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MODINE MFG CO
COM
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COM NEW
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COM NEW
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NEWPARK RES INC
COM PAR $.01NEW
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COM
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COM
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NORTHERN TR CORP
COM
665859104
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NVENT ELECTRIC PLC
SHS
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COM
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OMNICOM GROUP INC
COM
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ONTO INNOVATION INC
COM
683344105
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ORACLE CORP
COM
68389X105
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SOLE
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OREILLY AUTOMOTIVE INC
COM
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SH
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0
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OTIS WORLDWIDE CORP
COM
68902V107
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OWENS CORNING NEW
COM
690742101
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SH
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2430
0
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PACCAR INC
COM
693718108
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0
0
PALOMAR HLDGS INC
COM
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0
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PERELLA WEINBERG PARTNERS
CLASS A COM
71367G102
552006
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SH
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28279
0
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PFIZER INC
COM
717081103
290137
10141
SH
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10141
0
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PHILLIPS 66
COM
718546104
519567
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SH
SOLE
3863
0
0
PINNACLE WEST CAP CORP
COM
723484101
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SH
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0
0
PJT PARTNERS INC
COM CL A
69343T107
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SH
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0
0
PLEXUS CORP
COM
729132100
2545127
18850
SH
SOLE
18850
0
0
PNC FINL SVCS GROUP INC
COM
693475105
614445
3425
SH
SOLE
3425
0
0
POOL CORP
COM
73278L105
348167
934
SH
SOLE
934
0
0
PRIMERICA INC
COM
74164M108
279468
1050
SH
SOLE
1050
0
0
PROGRESSIVE CORP
COM
743315103
1541351
6058
SH
SOLE
6058
0
0
PULTE GROUP INC
COM
745867101
315403
2201
SH
SOLE
2201
0
0
QUALCOMM INC
COM
747525103
261401
1553
SH
SOLE
1553
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
1580540
10206
SH
SOLE
10206
0
0
QUINSTREET INC
COM
74874Q100
288526
14819
SH
SOLE
14819
0
0
ROBERT HALF INC.
COM
770323103
261441
3922
SH
SOLE
3922
0
0
S&P GLOBAL INC
COM
78409V104
481254
935
SH
SOLE
935
0
0
SCHWAB CHARLES CORP
COM
808513105
1481123
23380
SH
SOLE
23380
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
222347
3374
SH
SOLE
3374
0
0
SIMPSON MFG INC
COM
829073105
380557
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SH
SOLE
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0
0
SKECHERS U S A INC
CL A
830566105
341614
5151
SH
SOLE
5151
0
0
SKYWARD SPECIALTY INS GROUP
COM
830940102
1403606
34151
SH
SOLE
34151
0
0
SMITH & NEPHEW PLC
SPDN ADR NEW
83175M205
313825
10347
SH
SOLE
10347
0
0
SMUCKER J M CO
COM NEW
832696405
770665
6469
SH
SOLE
6469
0
0
SONY GROUP CORP
SPONSORED ADR
835699307
505134
5320
SH
SOLE
5320
0
0
STERIS PLC
SHS USD
G8473T100
1137736
4847
SH
SOLE
4847
0
0
STONEX GROUP INC
COM
861896108
2346461
28798
SH
SOLE
28798
0
0
SYSCO CORP
COM
871829107
510089
6592
SH
SOLE
6592
0
0
TACTILE SYS TECHNOLOGY INC
COM
87357P100
310617
21813
SH
SOLE
21813
0
0
TE CONNECTIVITY PLC
ORD SHS
G87052109
390836
2666
SH
SOLE
2666
0
0
TECHTARGET INC
COM
87874R100
232077
9686
SH
SOLE
9686
0
0
TECNOGLASS INC
ORD SHS
G87264100
4355204
62664
SH
SOLE
62664
0
0
TENNANT CO
COM
880345103
1792105
19171
SH
SOLE
19171
0
0
TEXAS INSTRS INC
COM
882508104
389568
1915
SH
SOLE
1915
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1054491
1721
SH
SOLE
1721
0
0
THRYV HLDGS INC
COM NEW
886029206
206676
11670
SH
SOLE
11670
0
0
TIMKEN CO
COM
887389104
202412
2444
SH
SOLE
2444
0
0
TJX COS INC NEW
COM
872540109
863593
7416
SH
SOLE
7416
0
0
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
89834G760
12700834
569544
SH
SOLE
569544
0
0
UNILEVER PLC
SPON ADR NEW
904767704
593359
9251
SH
SOLE
9251
0
0
UNION PAC CORP
COM
907818108
467493
1921
SH
SOLE
1921
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1409698
2380
SH
SOLE
2380
0
0
UNITIL CORP
COM
913259107
1884206
31577
SH
SOLE
31577
0
0
UNIVERSAL TECHNICAL INST INC
COM
913915104
216566
13794
SH
SOLE
13794
0
0
URANIUM ENERGY CORP
COM
916896103
2341165
344289
SH
SOLE
344289
0
0
US BANCORP DEL
COM NEW
902973304
293422
6631
SH
SOLE
6631
0
0
VALVOLINE INC
COM
92047W101
270140
6533
SH
SOLE
6533
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
294907
1130
SH
SOLE
1130
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
420960
1500
SH
SOLE
1500
0
0
VEECO INSTRS INC DEL
COM
922417100
2201758
67809
SH
SOLE
67809
0
0
VERISIGN INC
COM
92343E102
238455
1270
SH
SOLE
1270
0
0
VERISK ANALYTICS INC
COM
92345Y106
410783
1533
SH
SOLE
1533
0
0
VESTIS CORPORATION
COM SHS
29430C102
1254662
84603
SH
SOLE
84603
0
0
VISA INC
COM CL A
92826C839
1101629
3977
SH
SOLE
3977
0
0
WESTERN ALLIANCE BANCORP
COM
957638109
1853754
22329
SH
SOLE
22329
0
0
XYLEM INC
COM
98419M100
323721
2409
SH
SOLE
2409
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
411447
1116
SH
SOLE
1116
0
0
ZIONS BANCORPORATION N A
COM
989701107
226074
4948
SH
SOLE
4948
0
0
ZOETIS INC
CL A
98978V103
467678
2430
SH
SOLE
2430
0
0