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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
+6.88%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$349M
AUM Growth
+$30.8M
Cap. Flow
+$15.8M
Cap. Flow %
4.52%
Top 10 Hldgs %
45.13%
Holding
99
New
11
Increased
19
Reduced
52
Closed
2

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.45M
2
URI icon
United Rentals
URI
+$4.79M
3
HD icon
Home Depot
HD
+$4.54M
4
R icon
Ryder
R
+$4.27M
5
AMZN icon
Amazon
AMZN
+$3.12M

Top Sells

Rank Stock Value
1
NKE icon
Nike
NKE
+$3.48M
2
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$2.38M
3
SG icon
Sweetgreen
SG
+$1.61M
4
ES icon
Eversource Energy
ES
+$1.59M
5
STWD icon
Starwood Property Trust
STWD
+$1.13M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.62%
2 Technology 13.06%
3 Real Estate 12.41%
4 Financials 9.82%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ES icon
26
Eversource Energy
ES
$26.9B
$4.22M 1.21%
66,328
-25,765
-28% -$1.59M
PSA icon
27
Public Storage
PSA
$60.5B
$4.17M 1.19%
14,205
-3,662
-20% -$1.08M
KO icon
28
Coca-Cola
KO
$377B
$4.02M 1.15%
56,872
-3,657
-6% -$261K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.36T
$3.91M 1.12%
22,176
-134
-0.6% -$21.9K
SG icon
30
Sweetgreen
SG
$766M
$3.74M 1.07%
251,203
-97,451
-28% -$1.61M
V icon
31
Visa
V
$684B
$3.73M 1.07%
10,494
-86
-0.8% -$30K
NVDA icon
32
NVIDIA
NVDA
$4.86T
$3.44M 0.99%
21,795
-57
-0.3% -$7.17K
MU icon
33
Micron Technology
MU
$930B
$3.39M 0.97%
27,525
-1,770
-6% -$165K
UPS icon
34
United Parcel Service
UPS
$88.6B
$3.38M 0.97%
33,478
+1,467
+5% +$144K
ENB icon
35
Enbridge
ENB
$119B
$3.29M 0.94%
72,603
-2,418
-3% -$110K
SLB icon
36
SLB Ltd
SLB
$73.6B
$3.09M 0.89%
91,515
+29,966
+49% +$1.04M
BHP icon
37
BHP
BHP
$215B
$3.04M 0.87%
63,170
-12,167
-16% -$585K
TEM
38
Tempus AI
TEM
$7.92B
$2.95M 0.85%
46,441
+17,469
+60% +$1M
VICI icon
39
VICI Properties
VICI
$29B
$2.89M 0.83%
88,657
-23,425
-21% -$745K
TOL icon
40
Toll Brothers
TOL
$13.6B
$2.79M 0.8%
+24,404
New +$2.53M
ABNB icon
41
Airbnb
ABNB
$89.9B
$2.62M 0.75%
19,769
-273
-1% -$34.6K
STWD icon
42
Starwood Property Trust
STWD
$5.92B
$2.54M 0.73%
126,605
-58,335
-32% -$1.13M
PSX icon
43
Phillips 66
PSX
$84.9B
$2.53M 0.73%
21,248
-6,282
-23% -$704K
NFLX icon
44
Netflix
NFLX
$299B
$2.19M 0.63%
16,330
-270
-2% -$30.5K
CAVA icon
45
CAVA Group
CAVA
$7.6B
$2.17M 0.62%
25,772
– –
AFL icon
46
Aflac
AFL
$64.9B
$2.1M 0.6%
19,880
-6
-0% -$630
VIS icon
47
Vanguard Industrials ETF
VIS
$8.1B
$2.08M 0.6%
7,429
-93
-1% -$24K
CGDV icon
48
Capital Group Dividend Value ETF
CGDV
$37.7B
$2.02M 0.58%
51,166
+663
+1% +$24K
LH icon
49
Labcorp
LH
$25B
$1.94M 0.56%
7,404
-596
-7% -$145K
SYK icon
50
Stryker
SYK
$125B
$1.71M 0.49%
4,319
-86
-2% -$32.2K
1
2
3 4

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Riverview Capital Advisers's Q2 2025 Portfolio in Review

As of Q2 2025, Riverview Capital Advisers held 99 positions worth $349M, up 9.7% from $318M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Riverview Capital Advisers deployed $15.8M of net new capital in Q2 2025, opening 11 new positions and adding to 19 existing holdings. Its largest new stake was United Rentals: 7,166 shares worth $5.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, up from 14% a quarter earlier, followed by Technology and Real Estate.

On the sell side, the largest reduction was Nike, an estimated $3.48M trimmed.

  • Riverview Capital Advisers's largest Q2 2025 buy was United Rentals: 7,166 shares worth $5.4M.
  • Riverview Capital Advisers added most to Berkshire Hathaway Class B in Q2 2025, an estimated $5.45M increase.
  • Riverview Capital Advisers's biggest Q2 2025 reduction was Nike, cutting an estimated $3.48M.
  • Riverview Capital Advisers fully exited Abbott in Q2 2025, selling an estimated $255K.
  • Riverview Capital Advisers's ten largest holdings make up 45% of its $349M portfolio in Q2 2025.
  • Riverview Capital Advisers opened 11 new positions and closed 2 in Q2 2025.
  • Riverview Capital Advisers's portfolio value rose 9.7% quarter-over-quarter to $349M.

Based on Riverview Capital Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.