Adam J. Peck
Riverwater Partners Llc
Assets Managed
$299.965M
Holdings
213
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
16.1%(2Q avg: 11.67%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Riverwater Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 213 positions.
Assets under management
The assets under management (AUM) of Riverwater Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 299.965M in assets, with a quarterly growth rate of 16.1% and a 2-quarter average growth rate of 11.67%. The portfolio is managed by Adam J. Peck, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CLSE Convergence Long Short Eqy
| 4.93% | $14.762M 524,596 shares@ $28.15 avg price | Increased 1.72% |
AVSE Avantis Resp Emerg Mkts Eq-e
| 2.95% | $8.825M 132,575 shares@ $66.57 avg price | Increased 5.75% |
IVV Ishares Core S&p 500 Etf
| 2.92% | $8.733M 13,369 shares@ $653.22 avg price | Increased 26.07% |
ADEA Adeia Inc
| 2.38% | $7.11M 295,876 shares@ $24.03 avg price | Increased 20.04% |
LOPE Grand Canyon Education Inc
| 1.93% | $5.777M 33,976 shares@ $170.03 avg price | Increased 3.69% |
AVSD Avantis Reps Intern Equi Etf
| 1.87% | $5.588M 75,873 shares@ $73.65 avg price | Increased 8.69% |
VECO Veeco Instruments Inc
| 1.83% | $5.463M 161,343 shares@ $33.87 avg price | Increased 7.6% |
EFV Ishares Msci Eafe Value Etf
| 1.8% | $5.375M 72,288 shares@ $74.36 avg price | |
CVLC Calvert Us L-c Cr Resp Index
| 1.56% | $4.668M 58,304 shares@ $80.07 avg price | Increased 15.99% |
LMNR Limoneira Co
| 1.48% | $4.418M 329,184 shares@ $13.42 avg price | Increased 25.92% |
1-10 of 213