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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
Cap. Flow
-$13.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
47.15%
Holding
96
New
5
Increased
38
Reduced
25
Closed
10

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$8.72M
2
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$4.59M
3
NOW icon
ServiceNow
NOW
+$4.33M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.27M
5
OTIS icon
Otis Worldwide
OTIS
+$2.25M

Top Sells

Rank Stock Value
1
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$13.6M
2
SPG icon
Simon Property Group
SPG
+$4.29M
3
EQR icon
Equity Residential
EQR
+$3.47M
4
TOL icon
Toll Brothers
TOL
+$3.27M
5
PSA icon
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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.36T
$4.7M 1.57%
16,329
+641
+4% +$201K
ES icon
27
Eversource Energy
ES
$26.9B
$4.52M 1.51%
65,277
-285
-0.4% -$20.1K
NOW icon
28
ServiceNow
NOW
$115B
$4.03M 1.35%
38,559
+36,764
+2,048% +$4.33M
NVDA icon
29
NVIDIA
NVDA
$4.86T
$3.99M 1.33%
22,857
-10
-0% -$1.83K
ENB icon
30
Enbridge
ENB
$119B
$3.83M 1.28%
70,791
-1,324
-2% -$67.4K
V icon
31
Visa
V
$684B
$3.26M 1.09%
10,776
+373
+4% +$120K
VCSH icon
32
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$3.16M 1.05%
39,844
+28,427
+249% +$2.27M
AFL icon
33
Aflac
AFL
$64.9B
$2.19M 0.73%
19,987
+107
+0.5% +$11.9K
OTIS icon
34
Otis Worldwide
OTIS
$27.4B
$1.98M 0.66%
+25,679
New +$2.25M
LH icon
35
Labcorp
LH
$25B
$1.85M 0.62%
6,922
+17
+0.2% +$4.6K
KO icon
36
Coca-Cola
KO
$377B
$1.7M 0.57%
22,377
-174
-0.8% -$13.2K
STWD icon
37
Starwood Property Trust
STWD
$5.92B
$1.69M 0.56%
98,021
-10,986
-10% -$197K
TEM
38
Tempus AI
TEM
$7.92B
$1.65M 0.55%
36,441
– –
NFLX icon
39
Netflix
NFLX
$299B
$1.61M 0.54%
16,720
+40
+0.2% +$3.52K
AVB icon
40
AvalonBay Communities
AVB
$26.5B
$1.51M 0.5%
9,234
-7,485
-45% -$1.31M
INDA icon
41
iShares MSCI India ETF
INDA
$6.89B
$1.36M 0.46%
29,115
+3,000
+11% +$154K
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$121B
$1.33M 0.45%
12,512
-92
-0.7% -$10.4K
GS icon
43
Goldman Sachs
GS
$300B
$1.25M 0.42%
1,482
+8
+0.5% +$7.14K
IYW icon
44
iShares US Technology ETF
IYW
$23.6B
$1.13M 0.38%
9,834
– –
XOM icon
45
ExxonMobil
XOM
$644B
$1.08M 0.36%
6,365
+31
+0.5% +$4.52K
META icon
46
Meta Platforms (Facebook)
META
$1.42T
$862K 0.29%
1,507
+130
+9% +$83.3K
JPM icon
47
JPMorgan Chase
JPM
$935B
$793K 0.26%
2,697
-2
-0.1% -$607
CAVA icon
48
CAVA Group
CAVA
$7.6B
$750K 0.25%
9,272
– –
SIRI icon
49
SiriusXM
SIRI
$9.98B
$733K 0.24%
31,752
+2,363
+8% +$50.8K
JNJ icon
50
Johnson & Johnson
JNJ
$618B
$721K 0.24%
2,950
-4,221
-59% -$983K
1
2
3 4

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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.