Riverwater Partners LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing ownership of 207 equity securities.
The filing lists the firm's contact information, including an address in Milwaukee, Wisconsin, and identifies Adam J. Peck as the Founder and Chief Investment Officer.
The portfolio includes a mix of large-cap technology and industrial companies, as well as various exchange-traded funds. Notable holdings include Microsoft Corporation, with 3,825,721 shares; NVIDIA Corporation, with 3,738,435 shares; and Apple Inc., with 3,264,262 shares. Other significant positions include Amazon.com Inc., with 2,238,613 shares, and Alphabet Inc. Class A and Class C shares, totaling 14,052 shares.
The filing also lists substantial positions in energy and industrial sectors, such as Constellation Energy Corporation with 271,547 shares, and UnitedHealth Group Inc. with 760,590 shares. Additionally, the portfolio includes various ETFs, including the Invesco QQQ Trust Unit Series 1 with 1,849,425 shares and the iShares Core S&P 500 ETF with 10,596,940 shares.
