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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
IWD icon
26
iShares Russell 1000 Value ETF
IWD
$82.8B
$5.44M 1.56%
22,453
+59
+0.3% +$13.7K
VCSH icon
27
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$5.02M 1.44%
63,510
+23,666
+59% +$1.87M
NVDA icon
28
NVIDIA
NVDA
$5.12T
$4.92M 1.41%
24,591
+1,734
+8% +$357K
ES icon
29
Eversource Energy
ES
$25.3B
$4.66M 1.33%
64,421
-856
-1% -$59.3K
ENB icon
30
Enbridge
ENB
$106B
$3.8M 1.09%
70,141
-650
-0.9% -$35.6K
V icon
31
Visa
V
$701B
$3.71M 1.06%
10,805
+29
+0.3% +$9.31K
DKS icon
32
Dick's Sporting Goods
DKS
$11B
$2.59M 0.74%
+11,402
New +$2.52M
AFL icon
33
Aflac
AFL
$58.9B
$2.33M 0.67%
19,871
-116
-0.6% -$13.4K
TEM
34
Tempus AI
TEM
$12.5B
$2.11M 0.61%
36,441
– –
LH icon
35
Labcorp
LH
$26.3B
$1.94M 0.56%
6,941
+19
+0.3% +$5K
KO icon
36
Coca-Cola
KO
$382B
$1.83M 0.53%
22,533
+156
+0.7% +$12.3K
AVB
37
DELISTED
AvalonBay Communities
AVB
$1.71M 0.49%
9,064
-170
-2% -$30.7K
GS icon
38
Goldman Sachs
GS
$284B
$1.51M 0.43%
1,489
+7
+0.5% +$6.83K
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$123B
$1.5M 0.43%
12,075
-437
-3% -$52.7K
OTIS icon
40
Otis Worldwide
OTIS
$26.1B
$1.36M 0.39%
19,053
-6,626
-26% -$495K
STWD icon
41
Starwood Property Trust
STWD
$5.63B
$1.35M 0.39%
82,505
-15,516
-16% -$270K
NFLX icon
42
Netflix
NFLX
$324B
$1.19M 0.34%
16,635
-85
-0.5% -$7.49K
IYW icon
43
iShares US Technology ETF
IYW
$25B
$1.13M 0.32%
9,834
– –
IJR icon
44
iShares Core S&P Small-Cap ETF
IJR
$106B
$1.11M 0.32%
7,477
+3,967
+113% +$544K
EVLN icon
45
Eaton Vance Floating-Rate ETF
EVLN
$1.51B
$1.02M 0.29%
+21,013
New +$1.02M
JPM icon
46
JPMorgan Chase
JPM
$937B
$892K 0.26%
2,725
+28
+1% +$8.7K
META icon
47
Meta Platforms (Facebook)
META
$1.71T
$885K 0.25%
1,572
+65
+4% +$39.7K
VGT icon
48
Vanguard Information Technology ETF
VGT
$146B
$848K 0.24%
7,097
+9
+0.1% +$985
XOM icon
49
ExxonMobil
XOM
$696B
$770K 0.22%
5,630
-735
-12% -$110K
SPY icon
50
State Street SPDR S&P 500 ETF Trust
SPY
$799B
$740K 0.21%
991
+2
+0.2% +$1.45K
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.