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Latest Riverview Capital Advisers, LLC Stock Portfolio

$299Million | No. of Holdings #86

Riverview Capital Advisers, LLC Performance

2026 Q1-5.08%
YTD-5.08%
2025+6.31%

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

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Riverview Capital Advisers, LLC reported an equity portfolio of $299.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Riverview Capital Advisers, LLC are , AMZN, AAPL. The fund has invested 8.1% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7.9% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off EQUITY RESIDENTIAL (EQR), TOLL BROTHERS INC (TOL) and PUBLIC STORAGE OPER CO (PSA) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (VAW) and JOHNSON & JOHNSON (JNJ). Riverview Capital Advisers, LLC opened new stock positions in SALESFORCE INC (CRM), OTIS WORLDWIDE CORP (OTIS) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), VANGUARD SCOTTSDALE FDS (BNDW) and CAPITAL GROUP DIVIDEND VALUE (CGDV).
Riverview Capital Advisers, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$299Million
  as of May 14, 2026

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

Our best estimate is that Riverview Capital Advisers, LLC made a return of -5.08% in the last quarter. In trailing 12 months, it's portfolio return was 5.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
salesforce inc7,852,650
otis worldwide corp1,979,300
ishares tr436,372
boeing co333,973
international business machs210,146
New stocks bought by Riverview Capital Advisers, LLC

Additions

Ticker% Inc.
servicenow inc2,048
vanguard scottsdale fds248
capital group dividend value188
ishares bitcoin trust etf162
costar group inc94.97
sweetgreen inc47.41
vanguard specialized funds20.21
shopify inc14.64
Additions to existing portfolio by Riverview Capital Advisers, LLC

Reductions

Ticker% Reduced
vanguard index fds-96.81
vanguard world fd-71.93
johnson & johnson-58.86
avalonbay cmntys inc-44.77
simon ppty group inc new-43.22
draftkings inc new-14.11
schwab strategic tr-11.76
starwood ppty tr inc-10.08
Riverview Capital Advisers, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vici pptys inc-2,626,940
equity residential-3,466,900
toll brothers inc-3,274,620
phillips 66-2,746,230
airbnb inc-1,971,600
public storage oper co-3,167,420
etf opportunities trust-83,100
uber technologies inc-579,978
Riverview Capital Advisers, LLC got rid off the above stocks

Sector Distribution

Riverview Capital Advisers, LLC has about 37% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Real Estate
  • Industrials
  • Financial Services
  • Energy
  • Consumer Defensive
  • Communication Services
  • Utilities
Sector%
Others37
Technology18.3
Consumer Cyclical13.3
Real Estate7.6
Industrials6.5
Financial Services5.5
Energy3.7
Consumer Defensive3
Communication Services2.4
Utilities2

Market Cap. Distribution

Riverview Capital Advisers, LLC has about 55.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED37
MEGA-CAP35.6
LARGE-CAP19.6
MID-CAP7.6

Stocks belong to which Index?

About 53.3% of the stocks held by Riverview Capital Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50053.3
Others46
Top 5 Winners (%)%
XOM
exxon mobil corp
40.8 %
cava group inc
37.8 %
KMI
kinder morgan inc del
21.9 %
lithium argentina ag
19.7 %
MU
micron technology inc
18.2 %
Top 5 Winners ($)$
MU
micron technology inc
1.2 M
KMI
kinder morgan inc del
1.1 M
WMT
walmart inc
0.7 M
ENB
enbridge inc
0.5 M
R
ryder sys inc
0.4 M
Top 5 Losers (%)%
ACVA
acv auctions inc
-47.1 %
DKNG
draftkings inc new
-34.6 %
CSGP
costar group inc
-33.5 %
SERA
sera prognostics inc
-31.2 %
BX
blackstone inc
-25.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.7 M
AMZN
amazon com inc
-2.6 M
TSLA
tesla inc
-2.3 M
fundvantage tr
-2.1 M
BXP
bxp inc
-2.0 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 86 stocks in it's portfolio. About 47.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Riverview Capital Advisers, LLC last quarter.

$299.67MTotal Value
96.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Riverview Capital Advisers, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
Riverview Capital Advisers, LLC's holding in Etf Opportunities Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Riverview Capital Advisers, LLC's holding in Wisdomtree Tr over time
0.12%8,855
$361.3K
0.12%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Riverview Capital Advisers, LLC's holding in Vanguard Scottsdale Fds over time
1.05%39,844
$3.16M
1.05%
increased 248.99 percentadded
CGDV
Capital Group Dividend Value

Capital Group Dividend Value

CGDV
Riverview Capital Advisers, LLC's holding in Capital Group Dividend Value over time
2.24%158,014
$6.72M
2.24%
increased 188.28 percentadded
CGXU
Capital Group Intl Focus Eqt

Capital Group Intl Focus Eqt

CGXU
Riverview Capital Advisers, LLC's holding in Capital Group Intl Focus Eqt over time
2.22%225,619
$6.65M
2.22%
increased 4.13 percentadded