Stock Taper 
RIVERWATER PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 White Mountains Insurance Group, Ltd. | WTM | 158 | $327.6K |
 Caterpillar Inc. | CAT | 195 | $207.66K |
 BlackRock, Inc. | BLK | 286 | $275.01K |
 Applied Materials, Inc. | AMAT | 323 | $233.53K |
 ASML Holding N.V. | ASML | 401 | $797.76K |
 Micron Technology, Inc. | MU | 424 | $489.42K |
 Vertex Pharmaceuticals Incorporated | VRTX | 563 | $279.66K |
 Cavco Industries, Inc. | CVCO | 596 | $366.17K |
 Advanced Micro Devices, Inc. | AMD | 673 | $390.95K |
 Thermo Fisher Scientific Inc. | TMO | 836 | $419.14K |
 Costco Wholesale Corporation | COST | 847 | $792.34K |
 Intuit Inc. | INTU | 953 | $248.73K |
 Simpson Manufacturing Co., Inc. | SSD | 968 | $202.65K |
 AbbVie Inc. | ABBV | 1.04K | $261.45K |
 Constellation Energy Corporation | CEG | 1.05K | $261.78K |
 Tesla, Inc. | TSLA | 1.11K | $467.71K |
 Ferrari N.V. | RACE | 1.12K | $417.71K |
 The Home Depot, Inc. | HD | 1.12K | $396.06K |
 Linde plc | LIN | 1.13K | $584.85K |
 Air Products and Chemicals, Inc. | APD | 1.16K | $339.5K |