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RCA

Riverview Capital Advisers Portfolio holdings

AUM $349M
1-Year Est. Return 33.11%
This Fund
S&P 500
This Quarter Est. Return
+28.19%
1 Year Est. Return
+33.11%
3 Year Est. Return
+84.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$349M
AUM Growth
+$49.1M
Cap. Flow
+$410K
Cap. Flow %
0.12%
Top 10 Hldgs %
49.32%
Holding
95
New
9
Increased
36
Reduced
32
Closed
7

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$3.47M
2
DKS icon
Dick's Sporting Goods
DKS
+$2.52M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
4
HD icon
Home Depot
HD
+$1.86M
5
CRM icon
Salesforce
CRM
+$1.65M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$6.75M
2
AMZN icon
Amazon
AMZN
+$1.69M
3
MU icon
Micron Technology
MU
+$1.43M
4
CARR icon
Carrier Global
CARR
+$1.38M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.36M

Sector Composition

Rank Sector Weight
1 Miscellaneous 27.22%
2 Technology 23.01%
3 Consumer Discretionary 13.95%
4 Financials 12.3%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.68T
$25.4M 7.28%
106,509
-6,723
-6% -$1.69M
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.11T
$25.3M 7.25%
50,542
-170
-0.3% -$81.7K
AAPL icon
3
Apple
AAPL
$4.84T
$24.9M 7.15%
86,199
+757
+0.9% +$217K
MU icon
4
Micron Technology
MU
$1.05T
$24.5M 7.03%
21,250
-1,902
-8% -$1.43M
VO icon
5
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$18.5M 5.29%
229,186
+1,070
+0.5% +$83K
VUG icon
6
Vanguard Morningstar Growth ETF
VUG
$224B
$12.4M 3.56%
144,092
+13,844
+11% +$1.16M
TSLA icon
7
Tesla
TSLA
$1.41T
$12.2M 3.51%
29,115
-170
-0.6% -$67.6K
PCLG
8
Polen Focus Growth ETF
PCLG
$87M
$9.86M 2.83%
453,193
-47,582
-10% -$1.05M
VIG icon
9
Vanguard Dividend Appreciation ETF
VIG
$111B
$9.57M 2.74%
40,444
+3,078
+8% +$707K
PK icon
10
Park Hotels & Resorts
PK
$3.06B
$9.31M 2.67%
653,370
-12,308
-2% -$151K
CGDV icon
11
Capital Group Dividend Value ETF
CGDV
$38.1B
$8.7M 2.5%
176,590
+18,576
+12% +$875K
MSFT icon
12
Microsoft
MSFT
$3.69T
$8.62M 2.47%
23,104
-325
-1% -$131K
CRM icon
13
Salesforce
CRM
$210B
$8.06M 2.31%
51,438
+9,371
+22% +$1.65M
CGXU icon
14
Capital Group International Focus Equity ETF
CGXU
$6.72B
$8M 2.29%
230,943
+5,324
+2% +$177K
MKL icon
15
Markel Group
MKL
$22.2B
$7.85M 2.25%
4,019
-177
-4% -$331K
URI icon
16
United Rentals
URI
$61.6B
$7.63M 2.19%
6,737
-287
-4% -$273K
R icon
17
Ryder
R
$9.25B
$7.38M 2.12%
27,998
-1,230
-4% -$301K
HD icon
18
Home Depot
HD
$305B
$7.35M 2.11%
20,850
+5,722
+38% +$1.86M
NOW icon
19
ServiceNow
NOW
$147B
$7.3M 2.09%
73,571
+35,012
+91% +$3.47M
VTI icon
20
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$6.89M 1.98%
18,632
-164
-0.9% -$58.6K
CARR icon
21
Carrier Global
CARR
$45.8B
$6.45M 1.85%
87,979
-21,153
-19% -$1.38M
SPG icon
22
Simon Property Group
SPG
$66B
$6.39M 1.83%
28,555
-970
-3% -$200K
WMT icon
23
Walmart Inc
WMT
$858B
$6.32M 1.81%
55,775
+766
+1% +$95.1K
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.22T
$6.13M 1.76%
17,151
+822
+5% +$296K
KMI icon
25
Kinder Morgan
KMI
$68.5B
$5.7M 1.63%
178,223
-4,936
-3% -$159K
1
2 3 4

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Riverview Capital Advisers's Q2 2026 Portfolio in Review

As of Q2 2026, Riverview Capital Advisers held 95 positions worth $349M, up 16% from $300M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Riverview Capital Advisers's Q2 2026 filing shows 9 new, 36 increased, 32 reduced and 7 closed positions. Its largest new stake was Dick's Sporting Goods: 11,402 shares worth $2.59M. The largest sale was Boston Properties, an estimated $6.75M.

By sector, the portfolio is most concentrated in Miscellaneous at 27% of assets, up from 27% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Riverview Capital Advisers's largest Q2 2026 buy was Dick's Sporting Goods: 11,402 shares worth $2.59M.
  • Riverview Capital Advisers added most to ServiceNow in Q2 2026, an estimated $3.47M increase.
  • Riverview Capital Advisers's biggest Q2 2026 reduction was Amazon, cutting an estimated $1.69M.
  • Riverview Capital Advisers fully exited Boston Properties in Q2 2026, selling an estimated $6.75M.
  • Riverview Capital Advisers's ten largest holdings make up 49% of its $349M portfolio in Q2 2026.
  • Riverview Capital Advisers opened 9 new positions and closed 7 in Q2 2026.
  • Riverview Capital Advisers's portfolio value rose 16% quarter-over-quarter to $349M.

Based on Riverview Capital Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.