Riverwater Partners LLC has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is crucial as it highlights the firm's investment strategy and positions, providing insights into its approach to portfolio management.
The firm, based in Milwaukee, Wisconsin, focuses on investment management and advisory services. Riverwater Partners LLC is categorized under the financial services sector, and its recent filing reflects its ongoing commitment to transparency and regulatory compliance.
According to the filing, Riverwater Partners reported a total of 207 holdings with a combined value of approximately $360.2 million. The firm is led by Founder and Chief Investment Officer Adam J. Peck, who signed the filing on November 3, 2026.
Among the notable investments listed in the filing are major companies such as Abbott Laboratories, AbbVie Inc, and Alphabet Inc. These holdings indicate Riverwater's strategic focus on sectors that are expected to perform well in the current economic climate.
The filing states, "This report is a reflection of our ongoing commitment to providing our clients with the best investment opportunities." This statement underscores Riverwater's proactive approach to portfolio management and its dedication to maximizing returns for its clients.
The investment community closely monitors such filings as they provide insights into the strategies employed by registered investment advisors. Riverwater's disclosures not only inform clients but also offer a glimpse into market trends and potential investment opportunities.
Following this filing, stakeholders may anticipate further updates from Riverwater Partners as they continue to adjust their investment strategies in response to market conditions. The firm’s next steps are not detailed in the filing, leaving investors and analysts eager for additional insights.
This filing, accession number 0001941040-26-000794, serves as a vital tool for understanding Riverwater's investment philosophy and market positioning.
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