Latest Riverview Capital Advisers, LLC Stock Portfolio

Riverview Capital Advisers, LLC Performance:

2025 Q1: -5.02%YTD: -5.02%2024: 10.28%

Performance for 2025 Q1 is -5.02%, and YTD is -5.02%, and 2024 is 10.28%.

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 $318.2 Millions as of 31 Mar, 2025.

The top stock holdings of Riverview Capital Advisers, LLC are , AAPL, AMZN. The fund has invested 7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.7% of portfolio in APPLE INC.

The fund managers got completely rid off GENERAL DYNAMICS CORP (GD), AMERICAN TOWER CORP NEW (AMT) and MGM RESORTS INTERNATIONAL (MGM) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD INDEX FDS (VB) and CAVA GROUP INC. Riverview Capital Advisers, LLC opened new stock positions in PUBLIC STORAGE OPER CO (PSA), PARK HOTELS & RESORTS INC (PK) and FIRST SOLAR INC (FSLR). The fund showed a lot of confidence in some stocks as they added substantially to BHP GROUP LTD, VANGUARD WORLD FD (VAW) and ISHARES TR (AMPS).

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

Our best estimate is that Riverview Capital Advisers, LLC made a return of -5.02% in the last quarter. In trailing 12 months, it's portfolio return was 1.31%.

New Buys

Ticker	$ Bought
public storage oper co	5,347,290
park hotels & resorts inc	4,925,040
first solar inc	4,522,400
tempus ai inc	1,397,610
uber technologies inc	453,991
wisdomtree tr	435,148
siriusxm holdings inc	292,342
lithium argentina ag	233,335

New stocks bought by Riverview Capital Advisers, LLC

Additions

Ticker	% Inc.
bhp group ltd	231
vanguard world fd	103
ishares tr	88.65
capital group dividend value	74.94
sweetgreen inc	30.86
jpmorgan chase & co.	29.12
capital group intl focus eqt	23.08
meta platforms inc	21.14

Additions to existing portfolio by Riverview Capital Advisers, LLC

Reductions

Ticker	% Reduced
vanguard intl equity index f	-39.86
vanguard index fds	-34.12
cava group inc	-21.6
united parcel service inc	-17.66
blackstone inc	-17.61
rio tinto plc	-16.75
ishares tr	-12.4
microsoft corp	-6.52

Riverview Capital Advisers, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
lithium americas argentina c	-285,672
mgm resorts international	-2,007,470
carnival corp	-1,228,960
norwegian cruise line hldg l	-986,283
american tower corp new	-3,948,520
general dynamics corp	-5,272,440
vale s a	-135,711
edison intl	-380,119

Riverview Capital Advisers, LLC got rid off the above stocks

Sector Distribution

Riverview Capital Advisers, LLC has about 37.9% of it's holdings in Others sector.

Sector	%
Others	37.9
Real Estate	14.6
Consumer Cyclical	13.4
Technology	13
Energy	5.3
Industrials	4.1
Consumer Defensive	3
Financial Services	2.8
Utilities	2.2
Communication Services	1.9
Healthcare	1.5

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	37.9
LARGE-CAP	30.3
MEGA-CAP	25.8
MID-CAP	5.6

Stocks belong to which Index?

About 58.1% of the stocks held by Riverview Capital Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.6
Others	41.9
RUSSELL 2000	3.5

Top 5 Winners (%)		%
ABT	abbott labs	17.3 %
KO	coca cola co	15.0 %
JNJ	johnson & johnson	14.3 %
DGX	quest diagnostics inc	12.2 %
VICI	vici pptys inc	11.0 %

Top 5 Winners ($)		$
KO	coca cola co	0.6 M
ES	eversource energy	0.4 M
V	visa inc	0.4 M
VICI	vici pptys inc	0.4 M
KMI	kinder morgan inc del	0.3 M

Top 5 Losers (%)		%
TSLA	tesla inc	-35.8 %
ACVA	acv auctions inc	-34.8 %
MC	moelis & co	-21.0 %
CRM	salesforce inc	-19.7 %
FSLR	first solar inc	-18.7 %

Top 5 Losers ($)		$
TSLA	tesla inc	-3.6 M
AMZN	amazon com inc	-2.9 M
AAPL	apple inc	-2.7 M
SG	sweetgreen inc	-1.9 M
BXP	bxp inc	-1.1 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 88 stocks in it's portfolio. About 46% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. KO was the most profitable stock for Riverview Capital Advisers, LLC last quarter.

Last Reported on: 13 May, 2025

Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	berkshire hathaway inc del	6.96	41,606	22,158,500	added	2.5

AAPL	apple inc	6.66	95,365	21,183,500	reduced	-1.98

AMZN	amazon com inc	5.97	99,911	19,009,100	added	0.09

CSD	invesco exchange traded fd t	5.32	97,766	16,936,000	added	2.38

VB	vanguard index fds	5.17	63,630	16,456,000	added	5.29

VB	vanguard index fds	4.45	63,862	14,161,300	reduced	-34.12

BXP	bxp inc	3.16	149,823	10,066,600	reduced	-0.97

SPG	simon ppty group inc new	2.94	56,253	9,342,500	reduced	-2.93

SG	sweetgreen inc	2.74	348,654	8,723,320	added	30.86

MSFT	microsoft corp	2.58	21,870	8,209,950	reduced	-6.52

VB	vanguard index fds	2.30	19,701	7,305,450	reduced	-1.63

KMI	kinder morgan inc del	2.13	237,481	6,775,340	reduced	-0.74

CARR	carrier global corporation	2.07	103,782	6,579,760	added	0.89

TSLA	tesla inc	2.04	25,014	6,482,630	unchanged	0.00

ES	eversource energy	1.80	92,093	5,719,900	added	3.38

VIG	vanguard specialized funds	1.78	29,168	5,658,230	added	4.21

PSA	public storage oper co	1.68	17,867	5,347,290	new

CGXU	capital group intl focus eqt	1.62	210,398	5,150,540	added	23.08

VB	vanguard index fds	1.55	17,952	4,933,800	added	1.4

PK	park hotels & resorts inc	1.55	461,146	4,925,040	new