Latest Riverview Capital Advisers, LLC Stock Portfolio

Riverview Capital Advisers, LLC Performance:

2025 Q4: 0.11%YTD: 6.31%2024: 16.49%

Performance for 2025 Q4 is 0.11%, and YTD is 6.31%, and 2024 is 16.49%.

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

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Riverview Capital Advisers, LLC reported an equity portfolio of $330.5 Millions as of 31 Dec, 2025.

The top stock holdings of Riverview Capital Advisers, LLC are AMZN, , AAPL. The fund has invested 7.9% of it's portfolio in AMAZON COM INC and 7.7% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off QUEST DIAGNOSTICS INC (DGX), HONEYWELL INTL INC (HON) and ELECTRONIC ARTS INC (EA) stocks. They significantly reduced their stock positions in ISHARES BITCOIN TRUST ETF, STRYKER CORPORATION (SYK) and COCA COLA CO (KO). Riverview Capital Advisers, LLC opened new stock positions in ACCENTURE PLC IRELAND (ACN), SWEETGREEN INC (SG) and ETF OPPORTUNITIES TRUST (ACVF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), SIRIUSXM HOLDINGS INC and SERVICENOW INC (NOW).

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

Our best estimate is that Riverview Capital Advisers, LLC made a return of 0.11% in the last quarter. In trailing 12 months, it's portfolio return was 6.31%.

Performance
S&P 500

New Buys

Ticker	$ Bought
accenture plc ireland	217,592
sweetgreen inc	156,832
etf opportunities trust	83,100

New stocks bought by Riverview Capital Advisers, LLC

Additions

Ticker	% Inc.
vanguard scottsdale fds	285
siriusxm holdings inc	158
servicenow inc	25.96
capital group dividend value	10.11
ishares tr	8.43
spdr s&p 500 etf tr	7.69
vici pptys inc	5.7
vanguard index fds	4.55

Additions to existing portfolio by Riverview Capital Advisers, LLC

Reductions

Ticker	% Reduced
ishares bitcoin trust etf	-81.84
stryker corporation	-68.28
coca cola co	-60.37
select sector spdr tr	-50.00
carrier global corporation	-20.18
vanguard world fd	-16.22
micron technology inc	-14.69
starwood ppty tr inc	-13.51

Riverview Capital Advisers, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
coherus oncology inc	-21,232
quantum corp	-99,200
astrazeneca plc	-728,150
quest diagnostics inc	-1,156,630
honeywell intl inc	-1,043,240
electronic arts inc	-840,686
moelis & co	-287,705
first tr exchange traded fd	-202,838

Riverview Capital Advisers, LLC got rid off the above stocks

Sector Distribution

Riverview Capital Advisers, LLC has about 36.2% of it's holdings in Others sector.

Sector	%
Others	36.2
Consumer Cyclical	15.3
Technology	14.7
Real Estate	12.1
Financial Services	5.5
Industrials	5.2
Energy	3.6
Consumer Defensive	2.4
Communication Services	2.2
Utilities	1.8

Market Cap. Distribution

Riverview Capital Advisers, LLC has about 56.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	36.2
MEGA-CAP	35.2
LARGE-CAP	20.9
MID-CAP	7.5

Stocks belong to which Index?

About 53.6% of the stocks held by Riverview Capital Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	53.6
Others	45.8

Top 5 Winners (%)		%
XLB	select sector spdr tr	77.5 %
	lithium argentina ag	67.1 %
MU	micron technology inc	65.4 %
LLY	eli lilly & co	40.1 %
GOOG	alphabet inc	28.4 %

Top 5 Winners ($)		$
MU	micron technology inc	3.0 M
AAPL	apple inc	1.5 M
AMZN	amazon com inc	1.3 M
GOOG	alphabet inc	1.1 M
MKL	markel group inc	1.0 M

Top 5 Losers (%)		%
MSTR	strategy inc	-52.8 %
ORCL	oracle corp	-30.4 %
	tempus ai inc	-26.8 %
	grayscale bitcoin trust etf	-23.9 %
NFLX	netflix inc	-21.2 %

Top 5 Losers ($)		$
URI	united rentals inc	-1.0 M
HD	home depot inc	-1.0 M
BXP	bxp inc	-0.9 M
CARR	carrier global corporation	-0.9 M
MSFT	microsoft corp	-0.8 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 91 stocks in it's portfolio. About 48.8% of the portfolio is in top 10 stocks. URI proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Riverview Capital Advisers, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.33	89,150	24,236,400	reduced	-1.43

ABNB	airbnb inc	0.60	14,527	1,971,600	reduced	-5.32

ACN	accenture plc ireland	0.07	811	217,592	new

ACVA	acv auctions inc	0.04	16,061	128,810	unchanged	0.00

ACVF	etf opportunities trust	0.03	10,000	83,100	new

AFL	aflac inc	0.66	19,880	2,192,170	unchanged	0.00

AGZD	wisdomtree tr	0.12	8,855	409,914	unchanged	0.00

AMPS	ishares tr	0.43	26,115	1,411,520	added	8.43

AMZN	amazon com inc	7.90	113,125	26,111,500	reduced	-0.05

AVB	avalonbay cmntys inc	0.92	16,719	3,031,310	reduced	-2.35

AZN	astrazeneca plc	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.08	4,586	252,230	reduced	-2.13

BNDW	vanguard scottsdale fds	0.28	11,417	910,278	added	285

BX	blackstone inc	0.20	4,355	671,280	reduced	-0.46

BXP	bxp inc	2.68	131,462	8,871,030	reduced	-1.35

CARR	carrier global corporation	1.79	111,816	5,908,360	reduced	-20.18

CARZ	first tr exchange traded fd	0.00	0.00	0.00	sold off	-100

CGDV	capital group dividend value	0.72	54,813	2,392,050	added	10.11

CGXU	capital group intl focus eqt	1.94	216,664	6,402,420	added	2.8

CHRS	coherus oncology inc	0.00	0.00	0.00	sold off	-100