Riverwater Partners LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Riverwater Partners LLC reported 187 stock positions worth $136.0 million. Its top holding was Convergence Long/Short Eqy (CLSE) at 10.0% of the portfolio, followed by iShares MSCI Eafe Value ETF (EFV, 4.1%) and Limoneira (LMNR, 2.0%). Compared with Q4 2023, it opened 16 new positions, sold out of 25, added to 57 and reduced 86. The biggest buy was a new position in Eli Lilly (LLY) and the biggest sale an exit from Lincoln Electric (LECO).

Most Recent 13F
Q2 2026
Location
Milwaukee, WI
CIK
0001882572
Portfolio Value
$136.0M (Q1 2024)
SEC Filing
0001941040-24-000194 ↗ filed Apr 19, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $136.0M $136.0M Q1 2024 Q2 2024: $134.9M Q2 2024 Q3 2024: $201.4M Q3 2024 Q4 2024: $205.5M Q4 2024 Q1 2025: $194.8M Q1 2025 Q2 2025: $212.4M Q2 2025 Q3 2025: $240.9M Q3 2025 Q4 2025: $258.4M Q4 2025 Q1 2026: $300.0M Q1 2026 Q2 2026: $336.8M Q2 2026

Holdings 187 stocks · $136.0M
CLSE Convergence Long/Short Eqy 10.00% 665,286 $13.6M Reduce -3.0%
EFV iShares MSCI Eafe Value ETF 4.11% 102,691 $5.6M No change
LMNR Limoneira Co. 2.01% 139,946 $2.7M Add +26.4%
TGLS Tecnoglass Holdings Inc. 2.00% 52,671 $2.7M Add +0.3%
ATKR Atkore Inc. 1.98% 14,151 $2.7M Add +6.8%
VECO Veeco Instruments Inc. 1.69% 65,542 $2.3M Add +0.2%
AGM Federal Agric MTG Corp. Class C 1.66% 11,476 $2.3M Add +0.9%
MOD Modine Manufacturing Co. 1.65% 23,633 $2.2M Add +0.7%
ICFI Icf International Inc. 1.56% 14,048 $2.1M Add +1.0%
GOOGL Alphabet Inc. Class A 1.55% 13,989 $2.1M Reduce -1.9%
KRBN KS Global Carbon Stratgy ETF 1.54% 68,070 $2.1M Add +41.1%
MSFT Microsoft Corp. 1.41% 4,555 $1.9M Add +18.4%
WAL Western Alliance Bancorp 1.39% 29,467 $1.9M Add +1.0%
LOPE Grand Canyon Education Inc. 1.27% 12,716 $1.7M Add +0.9%
EVR Evercore Inc. Class A 1.20% 8,478 $1.6M Add +1.0%
CNX CNX Resources Corp. 1.15% 65,673 $1.6M Add +1.0%
CROX Crocs Inc. 1.13% 10,725 $1.5M Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B 1.07% 3,466 $1.5M Reduce -2.6%
IDCC Interdigital Inc. 1.06% 13,593 $1.4M Add +0.3%
SCHW Schwab (charles) Corp. 1.00% 18,868 $1.4M Reduce -3.5%
DGX Quest Diagnostics Inc. 1.00% 10,235 $1.4M Add +53.3%
HAE Haemonetics Corp. 0.99% 15,805 $1.3M Add +0.1%
PGR Progressive Corp. 0.98% 6,418 $1.3M Add +10.3%
CIEN Ciena Corp. 0.96% 26,281 $1.3M Add +0.9%
UNH Unitedhealth Group Inc. 0.90% 2,480 $1.2M Add +12.9%
AZZ Azz Inc. 0.85% 14,945 $1.2M Add +1.2%
TMO Thermo Fisher Scientific Inc. 0.76% 1,776 $1.0M Reduce -0.9%
PNW Pinnacle West Capital 0.75% 13,699 $1.0M Add +1.0%
CG The Carlyle Group Inc. 0.75% 21,761 $1.0M Add +1.1%
CSL Carlisle Cos Inc. 0.74% 2,577 $1.0M Reduce -13.7%
CFR Cullen/Frost Bankers Inc. 0.74% 8,889 $1.0M Add +1.0%
CRL Charles River Laboratories 0.72% 3,639 $986K Add +0.9%
JLL Jones Lang Lasalle Inc. 0.72% 5,008 $977K Add +1.1%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.71% 12,816 $970K Reduce -0.3%
V Visa Inc. Class A 0.70% 3,388 $946K Add +12.0%
STE Steris PLC 0.67% 4,046 $910K Add +0.2%
DHR Danaher Corp. 0.66% 3,571 $892K Add +58.9%
FERG Ferguson Jersey Ltd. 0.64% 3,972 $868K Reduce -3.8%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.61% 6,577 $828K Reduce -32.0%
HDSN Hudson Technologies Inc. 0.60% 74,334 $818K Add +171.6%
AAPL Apple Inc. 0.59% 4,689 $804K Reduce -2.3%
PLXS Plexus Corp. 0.58% 8,332 $790K Add +0.7%
LLY Eli Lilly & Co. 0.57% 995 $774K New
PCAR Paccar Inc. 0.57% 6,223 $771K Reduce -1.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.56% 7,475 $758K Add +17.4%
DG Dollar General Corp. 0.55% 4,761 $743K Reduce -2.4%
FISV Fiserv Inc. 0.53% 4,509 $721K Reduce -32.9%
ICE Intercontinental Exchange Inc. 0.53% 5,212 $716K Reduce -0.7%
LIN Linde PLC 0.52% 1,533 $712K Add +30.8%
GOOG Alphabet Inc. Class C 0.51% 4,599 $700K Add +30.4%
MAS Masco Corp. 0.51% 8,727 $688K Reduce -3.3%
AAAU Goldman Sachs Physical Gold 0.50% 31,177 $686K Reduce -5.0%
AVY Avery Dennison Corp. 0.50% 3,024 $675K Reduce -4.3%
ECL Ecolab Inc. 0.50% 2,921 $674K Add +76.6%
SYY Sysco Corp. 0.49% 8,140 $661K Reduce -14.8%
AMKR Amkor Technology Inc. 0.48% 20,327 $655K Add +1.0%
PSX Phillips 66 0.48% 3,966 $648K Reduce -1.1%
BKNG Booking Holdings Inc. 0.47% 177 $642K Reduce -3.8%
KMX Carmax Inc. 0.47% 7,356 $641K Add +28.6%
MU Micron Technology Inc. 0.45% 5,148 $607K Reduce -35.4%
MA Mastercard Inc. Class A 0.45% 1,260 $607K Reduce -4.3%
NVDA Nvidia Corp. 0.44% 666 $602K Reduce -29.4%
ESGU iShares ESG Aware MSCI USA 0.44% 5,214 $599K Reduce -7.7%
SONY Sony Group Corp. - SP ADR 0.43% 6,790 $582K Reduce -3.6%
PNC PNC Financial Services Group 0.42% 3,571 $577K Reduce -1.6%
IWM iShares Russell 2000 ETF 0.42% 2,741 $576K Add +0.3%
MEC Mayville Engineering Co. Inc. 0.41% 39,240 $562K Reduce -1.5%
NEE Nextera Energy Inc. 0.41% 8,797 $562K New
NNN NNN REIT Inc. 0.41% 12,907 $552K Reduce -0.5%
EVTC Evertec Inc. 0.40% 13,688 $546K Add +1.0%
NPKI NPK International Inc. filed as NEWPARK RES INC 0.40% 75,254 $543K Add +4.3%
LMAT Lemaitre Vascular Inc. 0.40% 8,104 $538K Reduce -1.4%
FBIZ First Business Financial Ser 0.39% 14,275 $535K Reduce -1.5%
A Agilent Technologies Inc. 0.38% 3,570 $519K Add +146.7%
IRMD Iradimed Corp. 0.38% 11,754 $517K Reduce -1.5%
CEG Constellation Energy 0.37% 2,703 $500K Reduce -1.1%
AMZN Amazon.com Inc. 0.37% 2,757 $497K Reduce -8.4%
CARR Carrier Global Corp. 0.36% 8,509 $495K Reduce -3.1%
UNP Union Pacific Corp. 0.36% 1,997 $491K Add +16.9%
UL Unilever PLC 0.35% 9,621 $483K Add +26.2%
GLW Corning Inc. 0.35% 14,650 $483K Reduce -1.0%
UTL Unitil Corp. 0.35% 9,152 $479K Reduce -1.4%
LPX Louisiana-Pacific Corp. 0.35% 5,622 $472K New
PWP Perella Weinberg Partners 0.34% 33,165 $469K Reduce -1.5%
NVT Nvent Electric PLC 0.34% 6,144 $463K Add +25.3%
HOLX Hologic Inc. 0.33% 5,842 $455K Reduce -1.2%
ANIK Anika Therapeutics Inc. 0.33% 17,662 $449K Reduce -0.3%
SSD Simpson Manufacturing Co. Inc. 0.33% 2,171 $445K No change
IRDM Iridium Communications Inc. 0.33% 16,961 $444K Add +1.0%
TXN Texas Instruments Inc. 0.32% 2,491 $434K New
BLK BlackRock Finance Inc. 0.32% 519 $433K Add +22.1%
OMC Omnicom Group 0.32% 4,470 $433K Reduce -4.8%
OC Owens Corning 0.31% 2,566 $428K Reduce -1.3%
INTU Intuit Inc. 0.31% 654 $425K Reduce -9.3%
BECN Beacon Roofing Supply Inc. 0.31% 4,313 $423K No change
ACN Accenture PLC Class A 0.31% 1,212 $420K Add +1.9%
ESML iShares ESG Aware MSCI USA S 0.31% 10,407 $419K Add +0.4%
VTI VG Morningstar TS MKT ETF-US 0.31% 1,612 $419K Reduce -12.9%
MS Morgan Stanley 0.31% 4,430 $417K Reduce -7.7%
NTRS Northern Trust Corp. 0.31% 4,690 $417K Reduce -3.5%
MUB iShares National Muni Bond E 0.30% 3,845 $414K Add +0.5%
ZTS Zoetis Inc. 0.30% 2,407 $407K Add +16.7%
TCMD Tactile Systems Technology I 0.30% 25,051 $407K Reduce -1.5%
ORCL Oracle Corp. 0.30% 3,226 $405K New
POOL Pool Corp. 0.29% 984 $397K Reduce -1.1%
FBIN Fortune Brands Innovations I 0.29% 4,676 $396K No change
HBIO Harvard Bioscience Inc. 0.29% 93,197 $395K Add +14.1%
LHX L3HARRIS Technologies Inc. 0.29% 1,847 $394K Add +71.2%
LEU Centrus Energy Corp. Class A 0.29% 9,364 $389K Reduce -28.8%
HSIC Henry Schein Inc. 0.29% 5,140 $388K No change
TEL Te Connectivity Ltd. 0.28% 2,666 $387K Add +4.2%
DLTR Dollar Tree Inc. 0.28% 2,865 $381K Reduce -3.4%
CDW CDW Corp. 0.28% 1,483 $379K Reduce -2.3%
COST Costco Wholesale Corp. 0.27% 510 $374K New
IT Gartner Inc. 0.27% 774 $369K Reduce -5.5%
CRAI Cra International Inc. 0.27% 2,445 $366K Reduce -1.6%
J Jacobs Solutions Inc. 0.27% 2,372 $365K New
FLG New York Community Bancorp 0.27% 112,405 $362K New
VRSK Verisk Analytics Inc. 0.27% 1,533 $361K Reduce -1.1%
FANG Diamondback Energy Inc. 0.26% 1,810 $359K Add +29.3%
ALRS Alerus Financial Corp. 0.26% 16,893 $358K Reduce -1.5%
APH Amphenol Corp. Class A 0.26% 3,088 $356K Reduce -3.1%
ACGL Arch Capital Group Ltd. 0.26% 3,822 $353K Reduce -3.5%
CVX Chevron Corp. 0.26% 2,234 $352K Reduce -3.7%
SPGI S&P Global Inc. 0.26% 826 $351K Reduce -3.6%
NSIT Insight Enterprises Inc. 0.26% 1,880 $349K No change
DOX Amdocs Ltd. 0.25% 3,827 $346K Add +1.5%
ZBRA Zebra Technologies Corp. Class A 0.25% 1,147 $346K Reduce -1.0%
RHI Robert Half Inc. 0.25% 4,287 $340K No change
HLI Houlihan Lokey Inc. 0.25% 2,648 $339K No change
SKX Skechers USA Inc. Class A 0.25% 5,506 $337K Reduce -12.6%
META Meta Platforms Inc. Class A 0.25% 693 $337K Reduce -31.0%
EOG EOG Resources Inc. 0.24% 2,607 $333K Reduce -1.0%
G Genpact Ltd. 0.24% 10,085 $332K No change
ADBE Adobe Inc. 0.24% 652 $329K Reduce -22.1%
IVE iShares S&P 500 Value ETF 0.23% 1,695 $317K No change
HD Home Depot Inc. 0.23% 824 $316K Add +26.4%
PHG Koninklijke Philips NVR- NY 0.23% 15,667 $313K Reduce -4.6%
EXC Exelon Corp. 0.23% 8,296 $312K Reduce -1.0%
XYL Xylem Inc. 0.23% 2,409 $311K No change
VVV Valvoline Inc. 0.23% 6,978 $311K No change
CNM Core & Main Inc. Class A 0.23% 5,416 $310K No change
AMT American Tower Corp. 0.23% 1,562 $309K Add +8.5%
DD Dupont DE Nemours Inc. 0.23% 4,003 $307K Reduce -1.0%
CCB Coastal Financial Corp. 0.22% 7,771 $302K Reduce -1.4%
DCI Donaldson Co. Inc. 0.22% 4,038 $302K No change
OTIS Otis Worldwide Corp. 0.22% 2,996 $297K Reduce -1.1%
USB US Bancorp 0.22% 6,631 $296K New
IMXI International Money Express 0.22% 12,907 $295K Reduce -1.5%
GTES Gates Industrial Corp. UK Ltd. 0.22% 16,625 $294K No change
PFE Pfizer Inc. 0.21% 10,422 $289K Reduce -1.9%
IPG Interpublic Group of Cos Inc. 0.21% 8,805 $287K No change
ZBH Zimmer Biomet Holdings Inc. 0.21% 2,170 $286K Reduce -3.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.21% 5,167 $283K Reduce -2.8%
FSLR First Solar Inc. 0.21% 1,673 $282K Reduce -0.9%
CAL Caleres Inc. 0.21% 6,866 $282K No change
PRI Primerica Inc. 0.21% 1,110 $281K No change
PHM Pultegroup Inc. 0.20% 2,264 $273K Reduce -36.2%
JPM JPMorgan Chase & Co. 0.20% 1,362 $273K New
SNN Smith & Nephew PLC -Spon ADR 0.20% 10,747 $273K Reduce -2.7%
FCFS Firstcash Holdings Inc. 0.20% 2,097 $267K No change
III Information Services Group 0.19% 64,459 $260K Reduce -1.5%
ETN Eaton Corp. PLC 0.19% 831 $260K Reduce -3.5%
IJJ iShares S&P Mid-Cap 400 Valu 0.19% 2,190 $259K No change
DCBO Docebo Inc. 0.19% 5,242 $258K Reduce -1.6%
GOLD Gold.com Inc. filed as A-MARK PRECIOUS METALS INC 0.19% 8,348 $256K Reduce -1.4%
ARW Arrow Electronics Inc. 0.19% 1,946 $252K No change
FMS Fresenius Medical Care-ADR 0.18% 12,645 $244K Reduce -1.2%
AIT Applied Industrial Tech Inc. 0.18% 1,230 $243K No change
MRK Merck & Co. Inc. 0.18% 1,815 $239K Reduce -30.7%
NKE Nike Inc. Class B 0.18% 2,541 $239K New
ITT Itt Inc. 0.17% 1,743 $237K No change
SCHB Schwab US Broad Market ETF 0.17% 3,872 $236K No change
CRM Salesforce Inc. 0.17% 780 $235K Reduce -32.8%
IVW iShares S&P 500 Growth ETF 0.17% 2,750 $232K No change
TKR Timken Co. 0.17% 2,654 $232K No change
ZION Zions Bancorp NA 0.17% 5,308 $230K No change
MCS Marcus Corporation 0.17% 16,059 $229K Reduce -1.5%
UTI Universal Technical Institut 0.16% 13,794 $220K No change
UPS United Parcel Service Class B 0.15% 1,414 $210K New
AEM Agnico Eagle Mines Ltd. 0.15% 3,510 $209K New
BSX Boston Scientific Corp. 0.15% 3,052 $209K Reduce -32.5%
MRSH Marsh & McLennan Cos 0.15% 1,008 $208K New
AVGO Broadcom Inc. 0.15% 151 $200K New
LLAP Terran Orbital Corp. 0.12% 129,123 $168K Reduce -1.5%
ATOM Atomera Inc. 0.10% 22,567 $139K Reduce -1.5%
CYBIN INC 0.01% 20,190 $8K New

Portfolio Sells Q4 2023 → Q1 2024
LECO Lincoln Electric Holdings Sold out 0.00% −0.96
TALO Talos Energy Inc. Sold out 0.00% −0.63
KCCA Kraneshares California Carbo Sold out 0.00% −0.50
SJM The JM Smucker Co. Reduce -32.0% 0.61% −0.36
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.30
LEU Centrus Energy Corp. Class A Reduce -28.8% 0.29% −0.28
IWN iShares Russell 2000 Value E Sold out 0.00% −0.28
AXP American Express Co. Sold out 0.00% −0.25
CSX CSX Corp. Sold out 0.00% −0.23
ASLE Aersale Corp. Sold out 0.00% −0.23
WBS Webster Financial Corp. Sold out 0.00% −0.23
BNY Bank of New York Mellon Corp. Sold out 0.00% −0.22
PERI Perion Network Ltd. Sold out 0.00% −0.22
CMCSA Comcast Corp. Class A Sold out 0.00% −0.21
CVS CVS Health Corp. Sold out 0.00% −0.21
ABBV Abbvie Inc. Sold out 0.00% −0.21
DE Deere & Co. Sold out 0.00% −0.20
RRX Regal Rexnord Corp. Sold out 0.00% −0.20
KMB Kimberly-Clark Corp. Sold out 0.00% −0.20
GIS General Mills Inc. Sold out 0.00% −0.20
RGA Reinsurance Group of America Sold out 0.00% −0.19
TPR Tapestry Inc. Sold out 0.00% −0.19
LULU Lululemon Athletica Inc. Sold out 0.00% −0.19
MCHP Microchip Technology Inc. Sold out 0.00% −0.18
NOW ServiceNow Inc. Sold out 0.00% −0.18
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.18
FISV Fiserv Inc. Reduce -32.9% 0.53% −0.17
WDAY Workday Inc. Class A Sold out 0.00% −0.17
ADBE Adobe Inc. Reduce -22.1% 0.24% −0.15
AAPL Apple Inc. Reduce -2.3% 0.59% −0.14
SONY Sony Group Corp. - SP ADR Reduce -3.6% 0.43% −0.10
MU Micron Technology Inc. Reduce -35.4% 0.45% −0.09
PHM Pultegroup Inc. Reduce -36.2% 0.20% −0.09
PHG Koninklijke Philips NVR- NY Reduce -4.6% 0.23% −0.07
CRM Salesforce Inc. Reduce -32.8% 0.17% −0.07
IRMD Iradimed Corp. Reduce -1.5% 0.38% −0.07
SYY Sysco Corp. Reduce -14.8% 0.49% −0.07
FBIZ First Business Financial Ser Reduce -1.5% 0.39% −0.06
SKX Skechers USA Inc. Class A Reduce -12.6% 0.25% −0.06
SCHW Schwab (charles) Corp. Reduce -3.5% 1.00% −0.06
CCB Coastal Financial Corp. Reduce -1.4% 0.22% −0.05
BSX Boston Scientific Corp. Reduce -32.5% 0.15% −0.05
DLTR Dollar Tree Inc. Reduce -3.4% 0.28% −0.05
III Information Services Group Reduce -1.5% 0.19% −0.05
MRK Merck & Co. Inc. Reduce -30.7% 0.18% −0.05
MS Morgan Stanley Reduce -7.7% 0.31% −0.05
INTU Intuit Inc. Reduce -9.3% 0.31% −0.04
BKNG Booking Holdings Inc. Reduce -3.8% 0.47% −0.04
MEC Mayville Engineering Co. Inc. Reduce -1.5% 0.41% −0.04
SPGI S&P Global Inc. Reduce -3.6% 0.26% −0.04

Portfolio Buys Q4 2023 → Q1 2024
LLY Eli Lilly & Co. New 0.57% +0.57
MOD Modine Manufacturing Co. Add +0.7% 1.65% +0.55
NEE Nextera Energy Inc. New 0.41% +0.41
CROX Crocs Inc. Add +1.0% 1.13% +0.35
LPX Louisiana-Pacific Corp. New 0.35% +0.35
TXN Texas Instruments Inc. New 0.32% +0.32
HDSN Hudson Technologies Inc. Add +171.6% 0.60% +0.31
ATKR Atkore Inc. Add +6.8% 1.98% +0.31
ORCL Oracle Corp. New 0.30% +0.30
DGX Quest Diagnostics Inc. Add +53.3% 1.00% +0.28
COST Costco Wholesale Corp. New 0.27% +0.27
J Jacobs Solutions Inc. New 0.27% +0.27
MSFT Microsoft Corp. Add +18.4% 1.41% +0.27
FLG New York Community Bancorp New 0.27% +0.27
DHR Danaher Corp. Add +58.9% 0.66% +0.25
PGR Progressive Corp. Add +10.3% 0.98% +0.25
ECL Ecolab Inc. Add +76.6% 0.50% +0.24
A Agilent Technologies Inc. Add +146.7% 0.38% +0.22
USB US Bancorp New 0.22% +0.22
LMNR Limoneira Co. Add +26.4% 2.01% +0.21
JPM JPMorgan Chase & Co. New 0.20% +0.20
NKE Nike Inc. Class B New 0.18% +0.18
AZZ Azz Inc. Add +1.2% 0.85% +0.17
UPS United Parcel Service Class B New 0.15% +0.15
AEM Agnico Eagle Mines Ltd. New 0.15% +0.15
MRSH Marsh & McLennan Cos New 0.15% +0.15
KRBN KS Global Carbon Stratgy ETF Add +41.1% 1.54% +0.15
AVGO Broadcom Inc. New 0.15% +0.15
LIN Linde PLC Add +30.8% 0.52% +0.14
KMX Carmax Inc. Add +28.6% 0.47% +0.12
GOOG Alphabet Inc. Class C Add +30.4% 0.51% +0.12
CNX CNX Resources Corp. Add +1.0% 1.15% +0.12
NVT Nvent Electric PLC Add +25.3% 0.34% +0.11
LHX L3HARRIS Technologies Inc. Add +71.2% 0.29% +0.11
TGLS Tecnoglass Holdings Inc. Add +0.3% 2.00% +0.10
VECO Veeco Instruments Inc. Add +0.2% 1.69% +0.09
FANG Diamondback Energy Inc. Add +29.3% 0.26% +0.09
TJX TJX Companies Inc. Add +17.4% 0.56% +0.09
ICFI Icf International Inc. Add +1.0% 1.56% +0.08
V Visa Inc. Class A Add +12.0% 0.70% +0.07
EVR Evercore Inc. Class A Add +1.0% 1.20% +0.07
UL Unilever PLC Add +26.2% 0.35% +0.06
CG The Carlyle Group Inc. Add +1.1% 0.75% +0.06
HD Home Depot Inc. Add +26.4% 0.23% +0.05
CRL Charles River Laboratories Add +0.9% 0.72% +0.05
BLK BlackRock Finance Inc. Add +22.1% 0.32% +0.05
CIEN Ciena Corp. Add +0.9% 0.96% +0.03
UNP Union Pacific Corp. Add +16.9% 0.36% +0.03
NPKI NPK International Inc. Add +4.3% 0.40% +0.02
CYBIN INC New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 209$336.8MCLSE, IVV, AVSE, ADEA, CVLC
Q1 2026 213$300.0MCLSE, AVSE, IVV, ADEA, LOPE
Q4 2025 212$258.4MCLSE, AVSE, IVV, LOPE, AVSD
Q3 2025 217$240.9MCLSE, AVSE, LOPE, EFV, VECO
Q2 2025 202$212.4MCLSE, LOPE, IDCC, AVSE, EFV
Q1 2025 202$194.8MCLSE, LOPE, IDCC, EFV, LMNR
Q4 2024 212$205.5MCLSE, LMNR, IDCC, LOPE, TGLS
Q3 2024 206$201.4MCLSE, LMNR, EFV, CNX, TGLS
Q2 2024 186$134.9MCLSE, EFV, LMNR, VECO, TGLS
Q1 2024 187$136.0MCLSE, EFV, LMNR, TGLS, ATKR