AVBC Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 16, 2025	Riverwater Micro Opportunities Strategy	-	-	ALLT, ARIS, AVBC, AVD, CCB, DCTH, IRMD, MEC, UROY	financials, industrials, Nuclear Energy, small caps, uranium	Riverwater highlights strength in uranium and nuclear energy investments as AI data centers increase global power demand. The funds top performer, Uranium Royalty Corp, benefited from rising uranium prices and nuclear energys clean baseload role. Managers continue focusing on small-cap quality names in financials and industrials, emphasizing balance-sheet strength amid volatility.	AVD ALLT AVBC DCTH UROY	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Nov 29, 2025	Fund Letters	Adam Peck	Avidia Bancorp Inc.	Financials	Banks	Bull		Banks, Fintech, growth, IPO, Payments, Value	View Pitch

BSD Shareholders of AVBC

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

AVBC

AVBC

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of AVBC

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