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Livermore
Livermore
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Riverwater Partners LLC

SEC CIK
0001882572
最新申報
2026/8/14

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
103
較 2021 年第 4 季 −108
總值
$6,066 萬
較 2021 年第 4 季 −$5,191 萬 (−46.1%)
申報日
2022/5/2
SEC
Riverwater Partners LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SJMJ M SMUCKER CoStock11,842$160.4 萬2.6%−390−3.2%減碼歷史
CNXCNX Resources CorpCOM71,542$148.2 萬2.4%+22,911+47.1%加碼歷史
CFRCullen/Frost Bankers, Inc.COM9,657$133.7 萬2.2%−572−5.6%減碼歷史
ATKRAtkore Inc.COM13,285$130.8 萬2.2%−5,723−30.1%減碼歷史
INFUInfuSystem Holdings, IncCOM128,337$125.8 萬2.1%+71,544+126.0%加碼歷史
CIENCiena CorpCOM NEW20,639$125.1 萬2.1%−3,634−15.0%減碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM25,570$121.3 萬2.0%−5,325−17.2%減碼歷史
iShares Tr46435G425ESG AWR MSCI USA11,488$116.4 萬1.9%−107−0.9%減碼–
ICFIICF International, Inc.Stock11,531$108.5 萬1.8%−722−5.9%減碼歷史
AGMFederal Agricultural Mortgage CorpCL C9,433$102.3 萬1.7%−541−5.4%減碼歷史
LOPEGrand Canyon Education, Inc.COM10,387$100.9 萬1.7%+3,644+54.0%加碼歷史
AAAUGoldman Sachs Physical Gold ETFUNIT51,492$99.0 萬1.6%−1,390−2.6%減碼歷史
SNEXStoneX Group Inc.COM13,023$96.7 萬1.6%−764−5.5%減碼歷史
JLLJones Lang Lasalle IncCOM4,005$95.9 萬1.6%−301−7.0%減碼歷史
iShares Tr46429B333GNMA BOND ETF19,897$95.0 萬1.6%−1,812−8.3%減碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF17,755$94.5 萬1.6%−1,655−8.5%減碼–
IRDMIridium Communications Inc.COM22,749$91.7 萬1.5%−1,306−5.4%減碼歷史
iShares Tr46435G516ESG AW MSCI EAFE12,322$90.8 萬1.5%−164−1.3%減碼–
REGIRenewable Energy Group, Inc.COM NEW14,545$88.2 萬1.5%+4,958+51.7%加碼歷史
FMCFMC CorpCOM NEW6,546$86.1 萬1.4%−371−5.4%減碼歷史
CASHPathward Financial, Inc.COM15,008$82.4 萬1.4%+15,008新進歷史
OROR Royalties Inc.COM61,480$81.1 萬1.3%+21,475+53.7%加碼歷史
BLDRBuilders FirstSource, Inc.Stock12,329$79.6 萬1.3%−793−6.0%減碼歷史
STESTERIS plcSHS USD3,251$78.6 萬1.3%−183−5.3%減碼歷史
iShares Inc46434G863ESG AWR MSCI EM21,302$78.2 萬1.3%−420−1.9%減碼–
PNCPNC Financial Services Group, Inc.Stock4,165$76.8 萬1.3%+106+2.6%加碼歷史
FSLRFirst Solar, Inc.Stock8,931$74.8 萬1.2%+2,374+36.2%加碼歷史
THRMGentherm IncCOM10,246$74.8 萬1.2%+3,587+53.9%加碼歷史
VIRTVirtu Financial, Inc.CL A19,685$73.3 萬1.2%+92+0.5%加碼歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A14,546$71.1 萬1.2%+14,546新進歷史
BRK.BBerkshire Hathaway IncStock2,010$70.9 萬1.2%−3,333−62.4%減碼歷史
AZZAzz IncCOM14,601$70.4 萬1.2%+14,601新進歷史
NWENorthWestern Energy Group, Inc.COM NEW11,527$69.7 萬1.1%+1,424+14.1%加碼歷史
PGRProgressive CorpStock6,035$68.8 萬1.1%−3,779−38.5%減碼歷史
VVVValvoline IncCOM21,381$67.5 萬1.1%−1,276−5.6%減碼歷史
iShares Tr46435U663ESG AWARE MSCI17,439$66.3 萬1.1%−887−4.8%減碼–
PFEPfizer IncStock12,773$66.1 萬1.1%+198+1.6%加碼歷史
PNWPinnacle West Capital CorpCOM8,463$66.1 萬1.1%+1,389+19.6%加碼歷史
GLWCorning IncCOM17,489$64.6 萬1.1%+421+2.5%加碼歷史
EEFTEuronet Worldwide, Inc.COM4,871$63.4 萬1.0%+1,425+41.4%加碼歷史
THGHanover Insurance Group, Inc.COM4,230$63.2 萬1.0%+1,445+51.9%加碼歷史
CMBMFCambium Networks CorpSHS26,719$63.2 萬1.0%+9,314+53.5%加碼歷史
TMOThermo Fisher Scientific Inc.Stock1,002$59.2 萬1.0%−1,156−53.6%減碼歷史
HBIOHarvard Bioscience IncCOM93,143$57.8 萬1.0%00.0%不變歷史
UNPUnion Pacific CorpStock2,056$56.2 萬0.9%+49+2.4%加碼歷史
MYFWFirst Western Financial IncCOM17,480$54.6 萬0.9%00.0%不變歷史
CRLCharles River Laboratories International, Inc.COM1,916$54.4 萬0.9%−1,900−49.8%減碼歷史
DISWalt Disney CoStock3,934$54.0 萬0.9%−728−15.6%減碼歷史
HOLXHologic IncCOM6,811$52.3 萬0.9%+187+2.8%加碼歷史
PERIPerion Network Ltd.SHS NEW23,192$52.2 萬0.9%+5,055+27.9%加碼歷史
VECOVeeco Instruments IncCOM19,046$51.8 萬0.9%−70.0%減碼歷史
FARMFarmer Brothers CoCOM72,622$51.7 萬0.9%+19,317+36.2%加碼歷史
DGXQuest Diagnostics IncCOM3,772$51.6 萬0.9%−1,948−34.1%減碼歷史
ABBNYABB LtdSPONSORED ADR15,964$51.6 萬0.9%+415+2.7%加碼歷史
MDTMedtronic plcStock4,527$50.2 萬0.8%+99+2.2%加碼歷史
CATCaterpillar IncStock2,229$49.7 萬0.8%+38+1.7%加碼歷史
EXCExelon CorpStock10,051$47.9 萬0.8%+249+2.5%加碼歷史
GOLDGold.com, Inc.COM6,048$46.8 萬0.8%+20.0%加碼歷史
USAKUSA Truck IncCOM21,470$44.2 萬0.7%00.0%不變歷史
CVXChevron CorpStock2,703$44.0 萬0.7%+61+2.3%加碼歷史
PCARPaccar IncCOM4,958$43.7 萬0.7%−4,816−49.3%減碼歷史
GOODGladstone Commercial CorpCOM19,650$43.3 萬0.7%+4,126+26.6%加碼歷史
AFLAflac IncStock6,686$43.1 萬0.7%+171+2.6%加碼歷史
LMNRLimoneira COCOM28,475$41.8 萬0.7%+15,048+112.1%加碼歷史
RFRegions Financial CorpCOM18,755$41.7 萬0.7%+277+1.5%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,775$40.4 萬0.7%−156−8.1%減碼–
PSXPhillips 66Stock4,667$40.3 萬0.7%+118+2.6%加碼歷史
FBIZFirst Business Financial Services, Inc.COM12,295$40.3 萬0.7%00.0%不變歷史
CROXCrocs, Inc.COM5,177$39.6 萬0.7%+5,177新進歷史
UTLUnitil CorpCOM7,763$38.7 萬0.6%+20.0%加碼歷史
LFCRLifecore Biomedical, Inc.COM32,667$37.8 萬0.6%00.0%不變歷史
EOGEOG Resources IncStock3,102$37.0 萬0.6%+3,102新進歷史
MCSMarcus CorpCOM20,892$37.0 萬0.6%+70.0%加碼歷史
ELMDElectromed, Inc.Stock29,417$36.6 萬0.6%+9,729+49.4%加碼歷史
Meridian Bioscience Inc589584101COM13,942$36.2 萬0.6%+40.0%加碼–
GSKGSK plcSPONSORED ADR8,221$35.8 萬0.6%+206+2.6%加碼歷史
UNHUnitedHealth Group IncStock700$35.7 萬0.6%−1,293−64.9%減碼歷史
Atech (Parent) Resolution Corp.00973N102COM52,929$34.4 萬0.6%00.0%不變–
ZBHZimmer Biomet Holdings, Inc.Stock2,628$33.6 萬0.6%+61+2.4%加碼歷史
CARRCarrier Global CorpStock7,123$32.7 萬0.5%+177+2.5%加碼歷史
ANIKAnika Therapeutics, Inc.COM12,370$31.1 萬0.5%+3,274+36.0%加碼歷史
MSFTMicrosoft CorpStock1,005$31.0 萬0.5%−3,370−77.0%減碼歷史
AAPLApple Inc.Stock1,775$31.0 萬0.5%−3,360−65.4%減碼歷史
LXFRLuxfer Holdings PLCSHS18,237$30.6 萬0.5%00.0%不變歷史
Kraneshares Trust500767678GLOBAL CARB STRA6,469$30.2 萬0.5%−421−6.1%減碼–
Trust for Professional Manag89834G760CONVERGENCE LNG18,647$29.5 萬0.5%+18,647新進–
OCOwens CorningStock3,080$28.2 萬0.5%+8+0.3%加碼歷史
OTISOtis Worldwide CorpStock3,612$27.8 萬0.5%+85+2.4%加碼歷史
AEMAgnico Eagle Mines LtdStock4,386$26.9 萬0.4%+4,386新進歷史
MECMayville Engineering Company, Inc.COM28,424$26.6 萬0.4%+100.0%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,420$26.5 萬0.4%00.0%不變–
TAT&T Inc.Stock11,181$26.4 萬0.4%+271+2.5%加碼歷史
USIOUsio, Inc.COM68,438$24.5 萬0.4%00.0%不變歷史
AEPAmerican Electric Power Co IncStock2,412$24.1 萬0.4%+95+4.1%加碼歷史
LMATLemaitre Vascular IncCOM4,925$22.9 萬0.4%+4,925新進歷史
ALRSAlerus Financial CorpCOM8,097$22.7 萬0.4%+8,097新進歷史
TGLSTecnoglass Holdings Inc.ORD SHS8,920$22.5 萬0.4%−26,804−75.0%減碼歷史
ORNOrion Group Holdings IncCOM87,659$21.7 萬0.4%00.0%不變歷史
INBKFirst Internet BancorpCOM5,055$21.7 萬0.4%+5,055新進歷史
QDELQuidelOrtho CorpCOM1,886$21.2 萬0.3%−66−3.4%減碼歷史

2021 年第 4 季之後清倉（119 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 119 檔。

Riverwater Partners LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF38,310$272.4 萬2.4%–
VRSBillerud Americas CorpCL A80,088$216.4 萬1.9%歷史
SIVBSVB Financial GroupCOM1,793$121.6 萬1.1%歷史
DGDollar General CorpCOM4,738$111.7 萬1.0%歷史
UHALU-Haul Holding CoCOM1,469$106.7 萬0.9%歷史
GOOGLAlphabet Inc.Stock365$105.7 萬0.9%歷史
JPMJPMorgan Chase & CoStock5,661$89.6 萬0.8%歷史
CMCSAComcast CorpStock17,531$88.2 萬0.8%歷史
MASMasco CorpCOM11,816$83.0 萬0.7%歷史
SONYSony Group CorpSPONSORED ADR5,983$75.6 萬0.7%歷史
TJXTJX Companies IncStock9,912$75.3 萬0.7%歷史
SCHWSchwab Charles CorpStock8,813$74.1 萬0.7%歷史
VVisa Inc.Stock3,388$73.4 萬0.7%歷史
IPGInterpublic Group of Companies, Inc.COM17,985$67.4 萬0.6%歷史
GOOGAlphabet Inc.Stock219$63.4 萬0.6%歷史
MUMicron Technology IncStock6,609$61.6 萬0.5%歷史
DHRDanaher CorpStock1,867$61.4 萬0.5%歷史
MAMastercard IncStock1,620$58.2 萬0.5%歷史
ECLEcolab Inc.Stock2,426$56.9 萬0.5%歷史
AMTAmerican Tower CorpREIT1,876$54.9 萬0.5%歷史
ACNAccenture plcStock1,305$54.1 萬0.5%歷史
BKNGBooking Holdings Inc.Stock220$52.8 萬0.5%歷史
ADBEAdobe Inc.Stock914$51.8 萬0.5%歷史
ULUnilever PLCSPON ADR NEW9,345$50.3 萬0.4%歷史
VRSKVerisk Analytics, Inc.COM2,190$50.1 萬0.4%歷史
SBUXStarbucks CorpStock4,277$50.0 萬0.4%歷史
ZTSZoetis Inc.Stock2,035$49.7 萬0.4%歷史
DLTRDollar Tree, Inc.COM3,461$48.6 萬0.4%歷史
HDHome Depot, Inc.Stock1,138$47.2 萬0.4%歷史
LEVILevi Strauss & CoCL A COM STK18,755$46.9 萬0.4%歷史
TELTE Connectivity plcREG SHS2,830$45.7 萬0.4%歷史
METAMeta Platforms, Inc.Stock1,304$43.9 萬0.4%歷史
CSLCarlisle Companies IncCOM1,738$43.1 萬0.4%歷史
NTRSNorthern Trust CorpCOM3,592$43.0 萬0.4%歷史
PPGPPG Industries IncStock2,489$42.9 萬0.4%歷史
iShares Russell 2000 ETF464287655ETF1,834$40.8 萬0.4%–
SNNSmith & Nephew PLCSPDN ADR NEW11,737$40.6 萬0.4%歷史
ICEIntercontinental Exchange, Inc.Stock2,957$40.4 萬0.4%歷史
GGenpact LTDSHS7,478$39.7 萬0.4%歷史
TXNTexas Instruments IncStock2,027$38.2 萬0.3%歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW9,990$36.8 萬0.3%歷史
MDLZMondelez International, Inc.Stock5,504$36.5 萬0.3%歷史
ABBVAbbVie Inc.Stock2,681$36.3 萬0.3%歷史
LRCXLam Research CorpCOM500$36.0 萬0.3%歷史
DOVDOVER CorpCOM1,974$35.8 萬0.3%歷史
AMZNAmazon Com IncStock106$35.3 萬0.3%歷史
OMCOmnicom Group Inc.COM4,810$35.2 萬0.3%歷史
CDNSCadence Design Systems IncStock1,873$34.9 萬0.3%歷史
APHAmphenol CorpCL A3,939$34.5 萬0.3%歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,956$34.0 萬0.3%歷史
CVSCVS Health CorpStock3,257$33.6 萬0.3%歷史
MSMorgan StanleyStock3,400$33.4 萬0.3%歷史
LINLinde PLCSHS952$33.0 萬0.3%歷史
CBChubb LtdStock1,695$32.8 萬0.3%歷史
CDWCDW CorpCOM1,599$32.7 萬0.3%歷史
TGTTarget CorpStock1,409$32.6 萬0.3%歷史
FMSFresenius Medical Care AGSPONSORED ADR9,998$32.5 萬0.3%歷史
ZIONZions Bancorporation, National AssociationCOM5,060$32.0 萬0.3%歷史
BNYBank of New York Mellon CorpStock5,501$31.9 萬0.3%歷史
CTSHCognizant Technology Solutions CorpCL A3,600$31.9 萬0.3%歷史
TSCOTractor Supply CoCOM1,326$31.6 萬0.3%歷史
HLIHoulihan Lokey, Inc.CL A3,019$31.3 萬0.3%歷史
KBRKBR, Inc.COM6,558$31.2 萬0.3%歷史
ITGartner IncCOM925$30.9 萬0.3%歷史
ARWArrow Electronics, Inc.COM2,285$30.7 萬0.3%歷史
TRSTrimas CorpCOM NEW8,226$30.4 萬0.3%歷史
ABTAbbott LaboratoriesStock2,155$30.3 萬0.3%歷史
RRXRegal Rexnord CorpCOM1,760$30.0 萬0.3%歷史
MCHPMicrochip Technology IncStock3,440$29.9 萬0.3%歷史
DHIHorton D R IncCOM2,760$29.9 萬0.3%歷史
FCFSFirstCash Holdings, Inc.COM3,972$29.7 萬0.3%歷史
INFOIHS Markit Ltd.SHS2,214$29.4 萬0.3%歷史
HSICHenry Schein IncCOM3,771$29.2 萬0.3%歷史
ETNEaton Corp plcStock1,685$29.1 萬0.3%歷史
INTUIntuit Inc.Stock449$28.9 萬0.3%歷史
AVTRAvantor, Inc.COM6,800$28.7 萬0.3%歷史
ACGLArch Capital Group Ltd.Stock6,439$28.6 萬0.3%歷史
NSITInsight Enterprises IncCOM2,678$28.5 萬0.3%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS2,640$28.4 萬0.3%歷史
RHIRobert Half Inc.COM2,541$28.3 萬0.3%歷史
NVSTEnvista Holdings CorpCOM6,000$27.0 萬0.2%歷史
DEDeere & CoStock784$26.9 萬0.2%歷史
PLXSPlexus CorpCOM2,790$26.8 萬0.2%歷史
NVTnVent Electric plcSHS7,061$26.8 萬0.2%歷史
SKXSkechers USA IncCL A6,118$26.6 萬0.2%歷史
FISVFiserv IncStock2,521$26.2 萬0.2%歷史
NSCNorfolk Southern CorpStock870$25.9 萬0.2%歷史
ELEstee Lauder Companies IncCL A693$25.7 萬0.2%歷史
FBINFortune Brands Innovations, Inc.COM2,350$25.1 萬0.2%歷史
Schwab Strategic Tr808524862SHT TM US TRES4,886$24.8 萬0.2%–
XYLXylem Inc.COM2,040$24.5 萬0.2%歷史
TFCTruist Financial CorpCOM4,149$24.3 萬0.2%歷史
GISGeneral Mills IncStock3,580$24.1 萬0.2%歷史
FCNFti Consulting, IncCOM1,563$24.0 萬0.2%歷史
NEENextera Energy IncStock2,535$23.7 萬0.2%歷史
KKellanovaStock3,635$23.4 萬0.2%歷史
EMREmerson Electric CoStock2,493$23.2 萬0.2%歷史
SLBSLB LimitedStock7,670$23.0 萬0.2%歷史
SYNHSyneos Health, Inc.CL A2,244$23.0 萬0.2%歷史
FISFidelity National Information Services, Inc.Stock2,066$22.6 萬0.2%歷史