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RCA
Riverview Capital Advisers Portfolio holdings
AUM
$300M
1-Year Est. Return
10.98%
This Fund
S&P 500
This Quarter
Est. Return
-5.49%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$300M
AUM Growth
-$30.8M
(-9.3%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
47.15%
Holding
96
New
5
Increased
38
Reduced
25
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Salesforce
CRM
|
+$8.72M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
+$4.59M |
| 3 |
ServiceNow
NOW
|
+$4.33M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.27M |
| 5 |
Otis Worldwide
OTIS
|
+$2.25M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$13.6M |
| 2 |
Simon Property Group
SPG
|
+$4.29M |
| 3 |
Equity Residential
EQR
|
+$3.47M |
| 4 |
Toll Brothers
TOL
|
+$3.27M |
| 5 |
Public Storage
PSA
|
+$3.17M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.45% |
| 2 | Financials | 13.65% |
| 3 | Consumer Discretionary | 13.57% |
| 4 | Real Estate | 7.58% |
| 5 | Industrials | 6.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.1T
| $24.3M | 8.11% |
50,712
+337
| +0.7% | +$165K |
|
2
Amazon
AMZN
$2.92T
| $23.6M | 7.87% |
113,232
+107
| +0.1% | +$23.6K |
|
3
Apple
AAPL
$4.54T
| $21.7M | 7.24% |
85,442
-3,708
| -4% | -$965K |
|
4
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $16.4M | 5.47% |
228,116
+9,572
| +4% | +$711K |
|
5
Tesla
TSLA
$1.23T
| $10.9M | 3.63% |
29,285
| – | – |
|
|
PCLG
6
Polen Focus Growth ETF
PCLG
$83.5M
| $10.2M | 3.42% |
500,775
| – | – |
|
7
Vanguard Morningstar Growth ETF
VUG
$220B
| $9.48M | 3.16% |
130,248
+11,070
| +9% | +$861K |
|
8
Microsoft
MSFT
$3.45T
| $8.67M | 2.89% |
23,429
-50
| -0.2% | -$20.9K |
|
9
Vanguard Dividend Appreciation ETF
VIG
$111B
| $8.04M | 2.68% |
37,366
+6,282
| +20% | +$1.4M |
|
10
Markel Group
MKL
$23.3B
| $8.03M | 2.68% |
4,196
+20
| +0.5% | +$40.6K |
|
|
11
Salesforce
CRM
$151B
| $7.85M | 2.62% |
+42,067
| New | +$8.72M |
|
12
Micron Technology
MU
$930B
| $7.82M | 2.61% |
23,152
-350
| -1% | -$137K |
|
13
Park Hotels & Resorts
PK
$3.03B
| $7.01M | 2.34% |
665,678
-12,200
| -2% | -$135K |
|
14
Walmart Inc
WMT
$885B
| $6.84M | 2.28% |
55,009
+1,670
| +3% | +$205K |
|
15
Boston Properties
BXP
$11.2B
| $6.75M | 2.25% |
130,098
-1,364
| -1% | -$82.1K |
|
|
16
Capital Group Dividend Value ETF
CGDV
$37.7B
| $6.72M | 2.24% |
158,014
+103,201
| +188% | +$4.59M |
|
17
Capital Group International Focus Equity ETF
CGXU
$6.26B
| $6.65M | 2.22% |
225,619
+8,955
| +4% | +$276K |
|
18
Carrier Global
CARR
$51B
| $6.15M | 2.05% |
109,132
-2,684
| -2% | -$159K |
|
19
Kinder Morgan
KMI
$71.7B
| $6.14M | 2.05% |
183,159
+897
| +0.5% | +$28K |
|
20
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
| $6.03M | 2.01% |
18,796
+930
| +5% | +$312K |
|
21
Ryder
R
$9.83B
| $5.98M | 2% |
29,228
+219
| +0.8% | +$44.3K |
|
|
22
Simon Property Group
SPG
$74.4B
| $5.51M | 1.84% |
29,525
-22,474
| -43% | -$4.29M |
|
23
United Rentals
URI
$67.2B
| $5.12M | 1.71% |
7,024
-125
| -2% | -$105K |
|
24
Home Depot
HD
$331B
| $4.98M | 1.66% |
15,128
-91
| -0.6% | -$33.2K |
|
25
iShares Russell 1000 Value ETF
IWD
$82.2B
| $4.78M | 1.6% |
22,394
+67
| +0.3% | +$14.7K |
|
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Riverview Capital Advisers's Q1 2026 Portfolio in Review
As of Q1 2026, Riverview Capital Advisers held 96 positions worth $300M, down 9.3% from $330M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Riverview Capital Advisers withdrew a net $13.4M in Q1 2026, closing 10 positions and reducing 25 holdings. Its most notable exit was Equity Residential, an estimated $3.47M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 15% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Riverview Capital Advisers opened a new position in Salesforce worth $7.85M.
- Riverview Capital Advisers's largest Q1 2026 buy was Salesforce: 42,067 shares worth $7.85M.
- Riverview Capital Advisers added most to Capital Group Dividend Value ETF in Q1 2026, an estimated $4.59M increase.
- Riverview Capital Advisers's biggest Q1 2026 reduction was Vanguard Morningstar Small-Cap ETF, cutting an estimated $13.6M.
- Riverview Capital Advisers fully exited Equity Residential in Q1 2026, selling an estimated $3.47M.
- Riverview Capital Advisers's ten largest holdings make up 47% of its $300M portfolio in Q1 2026.
- Riverview Capital Advisers opened 5 new positions and closed 10 in Q1 2026.
- Riverview Capital Advisers's portfolio value fell 9.3% quarter-over-quarter to $300M.
Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.