Latest Riverview Capital Advisers, LLC Stock Portfolio

Riverview Capital Advisers, LLC Performance:

2025 Q3: 5.42%YTD: 3.29%2024: 10.3%

Performance for 2025 Q3 is 5.42%, and YTD is 3.29%, and 2024 is 10.3%.

About Riverview Capital Advisers, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Riverview Capital Advisers, LLC reported an equity portfolio of $345.8 Millions as of 30 Sep, 2025.

The top stock holdings of Riverview Capital Advisers, LLC are , AMZN, AAPL. The fund has invested 7.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7.2% of portfolio in AMAZON COM INC.

The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), FIRST SOLAR INC (FSLR) and SWEETGREEN INC (SG) stocks. They significantly reduced their stock positions in CAVA GROUP INC, ALPHABET INC (GOOG) and AIRBNB INC (ABNB). Riverview Capital Advisers, LLC opened new stock positions in FUNDVANTAGE TR, MARKEL GROUP INC (MKL) and MASTERCARD INCORPORATED (MA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, ORACLE CORP (ORCL) and META PLATFORMS INC (META).

Riverview Capital Advisers, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Riverview Capital Advisers, LLC made a return of 5.42% in the last quarter. In trailing 12 months, it's portfolio return was 4.3%.

New Buys

Ticker	$ Bought
fundvantage tr	12,534,600
markel group inc	8,291,480
mastercard incorporated	426,039
vanguard index fds	417,093
eli lilly & co	377,685
shopify inc	373,755
spotify technology s a	296,650
servicenow inc	262,280

New stocks bought by Riverview Capital Advisers, LLC

Additions

Ticker	% Inc.
ishares bitcoin trust etf	483
oracle corp	116
meta platforms inc	59.93
uber technologies inc	14.48
draftkings inc new	12.22
visa inc	10.66
microsoft corp	8.83
netflix inc	7.78

Additions to existing portfolio by Riverview Capital Advisers, LLC

Reductions

Ticker	% Reduced
cava group inc	-64.02
lithium argentina ag	-44.25
alphabet inc	-27.68
airbnb inc	-22.39
tempus ai inc	-21.53
astrazeneca plc	-20.85
avalonbay cmntys inc	-20.59
spdr s&p 500 etf tr	-20.22

Riverview Capital Advisers, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
sweetgreen inc	-3,737,900
invesco exchange traded fd t	-18,593,300
schlumberger ltd	-3,093,210
bhp group ltd	-3,037,850
first solar inc	-5,873,860
united parcel service inc	-3,379,270
meritage homes corp	-1,555,380
sharps technology inc	-677

Riverview Capital Advisers, LLC got rid off the above stocks

Sector Distribution

Riverview Capital Advisers, LLC has about 35.5% of it's holdings in Others sector.

Sector	%
Others	35.5
Consumer Cyclical	14.6
Technology	13.6
Real Estate	12.6
Industrials	6.3
Financial Services	5.4
Energy	3.6
Consumer Defensive	2.8
Communication Services	2.3
Utilities	1.7
Healthcare	1.4

Market Cap. Distribution

Riverview Capital Advisers, LLC has about 59.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	35.5
MEGA-CAP	31.8
LARGE-CAP	27.6
MID-CAP	4.6

Stocks belong to which Index?

About 54.4% of the stocks held by Riverview Capital Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.4
Others	44.9

Top 5 Winners (%)		%
TSLA	tesla inc	38.4 %
GOOG	alphabet inc	37.8 %
MU	micron technology inc	35.7 %
URI	united rentals inc	26.7 %
EA	electronic arts inc	26.3 %

Top 5 Winners ($)		$
AAPL	apple inc	4.5 M
TSLA	tesla inc	3.6 M
GOOG	alphabet inc	1.5 M
SPG	simon ppty group inc new	1.5 M
URI	united rentals inc	1.4 M

Top 5 Losers (%)		%
ACVA	acv auctions inc	-38.9 %
CLRB	cellectar biosciences inc	-32.1 %
MSTR	strategy inc	-20.3 %
CARR	carrier global corporation	-18.4 %
DKNG	draftkings inc new	-11.6 %

Top 5 Losers ($)		$
CARR	carrier global corporation	-1.9 M
KO	coca cola co	-0.3 M
KMI	kinder morgan inc del	-0.2 M
NFLX	netflix inc	-0.2 M
AVB	avalonbay cmntys inc	-0.2 M

Riverview Capital Advisers, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Riverview Capital Advisers, LLC

Riverview Capital Advisers, LLC has 98 stocks in it's portfolio. About 46.6% of the portfolio is in top 10 stocks. CARR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Riverview Capital Advisers, LLC last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.66	90,441	23,029,100	reduced	-0.28

ABNB	airbnb inc	0.54	15,343	1,862,950	reduced	-22.39

ACVA	acv auctions inc	0.05	16,061	159,165	unchanged	0.00

AFL	aflac inc	0.64	19,880	2,220,600	unchanged	0.00

AGZD	wisdomtree tr	0.11	8,855	391,406	unchanged	0.00

AMPS	ishares tr	0.36	24,085	1,253,870	reduced	-7.1

AMZN	amazon com inc	7.19	113,177	24,850,300	reduced	-2.18

AVB	avalonbay cmntys inc	0.96	17,122	3,307,420	reduced	-20.59

BAC	bank america corp	0.07	4,686	241,751	added	4.18

BNDW	vanguard scottsdale fds	0.07	2,960	236,593	unchanged	0.00

BX	blackstone inc	0.22	4,375	747,469	reduced	-6.26

BXP	bxp inc	2.87	133,266	9,906,990	reduced	-0.75

CARR	carrier global corporation	2.42	140,078	8,362,660	added	0.07

CARZ	first tr exchange traded fd	0.06	2,669	202,838	unchanged	0.00

CGDV	capital group dividend value	0.60	49,782	2,092,320	reduced	-2.7

CGXU	capital group intl focus eqt	1.80	210,772	6,243,070	added	0.57

CHRS	coherus oncology inc	0.01	12,946	21,232	new

CLRB	cellectar biosciences inc	0.01	10,384	50,051	reduced	-1.1

CLSN	imunon inc	0.07	34,364	247,765	new

CLSN	imunon inc	0.00	0.00	0.00	sold off	-100