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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
+1.29%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$330M
AUM Growth
-$15.3M
Cap. Flow
-$15.2M
Cap. Flow %
-4.61%
Top 10 Hldgs %
48.75%
Holding
101
New
3
Increased
20
Reduced
45
Closed
10

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$675K
2
SIRI icon
SiriusXM
SIRI
+$387K
3
MSTU
T-Rex 2X Long MSTR Daily Target ETF
MSTU
+$236K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$216K
5
ACN icon
Accenture
ACN
+$206K

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$2.39M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.58M
3
CARR icon
Carrier Global
CARR
+$1.57M
4
DGX icon
Quest Diagnostics
DGX
+$1.16M
5
SYK icon
Stryker
SYK
+$1.07M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.43%
2 Technology 14.8%
3 Financials 13.21%
4 Real Estate 12.12%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ES icon
26
Eversource Energy
ES
$26.9B
$4.41M 1.34%
65,562
-845
-1% -$59.3K
NVDA icon
27
NVIDIA
NVDA
$4.86T
$4.26M 1.29%
22,867
-126
-0.5% -$23.5K
V icon
28
Visa
V
$684B
$3.65M 1.1%
10,403
-1,210
-10% -$412K
EQR icon
29
Equity Residential
EQR
$24.9B
$3.47M 1.05%
54,995
-309
-0.6% -$19K
ENB icon
30
Enbridge
ENB
$119B
$3.45M 1.04%
72,115
-488
-0.7% -$23.3K
TOL icon
31
Toll Brothers
TOL
$13.6B
$3.27M 0.99%
24,217
-257
-1% -$34.9K
PSA icon
32
Public Storage
PSA
$60.5B
$3.17M 0.96%
12,206
-1,347
-10% -$377K
AVB icon
33
AvalonBay Communities
AVB
$26.5B
$3.03M 0.92%
16,719
-403
-2% -$73.1K
PSX icon
34
Phillips 66
PSX
$84.9B
$2.75M 0.83%
21,282
-191
-0.9% -$25.7K
VICI icon
35
VICI Properties
VICI
$29B
$2.63M 0.79%
93,419
+5,034
+6% +$150K
CGDV icon
36
Capital Group Dividend Value ETF
CGDV
$37.7B
$2.39M 0.72%
54,813
+5,031
+10% +$216K
AFL icon
37
Aflac
AFL
$64.9B
$2.19M 0.66%
19,880
– –
TEM
38
Tempus AI
TEM
$7.92B
$2.15M 0.65%
36,441
– –
ABNB icon
39
Airbnb
ABNB
$89.9B
$1.97M 0.6%
14,527
-816
-5% -$102K
STWD icon
40
Starwood Property Trust
STWD
$5.92B
$1.96M 0.59%
109,007
-17,028
-14% -$313K
VIS icon
41
Vanguard Industrials ETF
VIS
$8.1B
$1.84M 0.56%
6,178
-1,196
-16% -$355K
LH icon
42
Labcorp
LH
$25B
$1.73M 0.52%
6,905
– –
KO icon
43
Coca-Cola
KO
$377B
$1.58M 0.48%
22,551
-34,350
-60% -$2.39M
NFLX icon
44
Netflix
NFLX
$299B
$1.56M 0.47%
16,680
-920
-5% -$99.2K
IWF icon
45
iShares Russell 1000 Growth ETF
IWF
$121B
$1.49M 0.45%
12,604
+68
+0.5% +$8.05K
JNJ icon
46
Johnson & Johnson
JNJ
$618B
$1.48M 0.45%
7,171
+12
+0.2% +$2.37K
INDA icon
47
iShares MSCI India ETF
INDA
$6.89B
$1.41M 0.43%
26,115
+2,030
+8% +$109K
GS icon
48
Goldman Sachs
GS
$300B
$1.3M 0.39%
1,474
-88
-6% -$71.8K
IYW icon
49
iShares US Technology ETF
IYW
$23.6B
$1.13M 0.34%
9,834
– –
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$910K 0.28%
11,417
+8,457
+286% +$675K
1
2
3 4 5

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RP
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I
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SC
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Riverview Capital Advisers's Q4 2025 Portfolio in Review

As of Q4 2025, Riverview Capital Advisers held 101 positions worth $330M, down 4.4% from $346M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Riverview Capital Advisers withdrew a net $15.2M in Q4 2025, closing 10 positions and reducing 45 holdings. Its most notable exit was Quest Diagnostics, an estimated $1.16M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

Against the trend, Riverview Capital Advisers opened a new position in T-Rex 2X Long MSTR Daily Target ETF worth $83.1K.

  • Riverview Capital Advisers's largest Q4 2025 buy was T-Rex 2X Long MSTR Daily Target ETF: 10,000 shares worth $83.1K.
  • Riverview Capital Advisers added most to Vanguard Short-Term Corporate Bond ETF in Q4 2025, an estimated $675K increase.
  • Riverview Capital Advisers's biggest Q4 2025 reduction was Coca-Cola, cutting an estimated $2.39M.
  • Riverview Capital Advisers fully exited Quest Diagnostics in Q4 2025, selling an estimated $1.16M.
  • Riverview Capital Advisers's ten largest holdings make up 49% of its $330M portfolio in Q4 2025.
  • Riverview Capital Advisers opened 3 new positions and closed 10 in Q4 2025.
  • Riverview Capital Advisers's portfolio value fell 4.4% quarter-over-quarter to $330M.

Based on Riverview Capital Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.