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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 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
PHG icon
51
Philips
PHG
$24.3B
$691K 0.2%
25,412
-1
-0% -$26
CAVA icon
52
CAVA Group
CAVA
$5.84B
$690K 0.2%
8,793
-479
-5% -$40.2K
JNJ icon
53
Johnson & Johnson
JNJ
$644B
$666K 0.19%
2,623
-327
-11% -$76.2K
VIS icon
54
Vanguard Industrials ETF
VIS
$7.72B
$626K 0.18%
1,738
+4
+0.2% +$1.36K
LLY icon
55
Eli Lilly
LLY
$1.01T
$605K 0.17%
504
-5
-1% -$5.11K
BA icon
56
Boeing
BA
$166B
$553K 0.16%
2,553
+875
+52% +$195K
SPCX
57
SpaceX
SPCX
$1.89T
$552K 0.16%
+3,233
New +$549K
BX icon
58
Blackstone
BX
$95.1B
$510K 0.15%
4,337
+46
+1% +$5.53K
LAR
59
Lithium Argentina AG
LAR
$930M
$503K 0.14%
60,786
VOO icon
60
Vanguard S&P 500 ETF
VOO
$1.04T
$492K 0.14%
716
+2
+0.3% +$1.33K
VB icon
61
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
$482K 0.14%
1,590
-62
-4% -$17.8K
SCHX icon
62
Schwab US Large- Cap ETF
SCHX
$73.3B
$454K 0.13%
15,415
PEP icon
63
PepsiCo
PEP
$185B
$436K 0.12%
3,217
+212
+7% +$31.7K
ORCL icon
64
Oracle
ORCL
$404B
$435K 0.12%
2,966
-6
-0.2% -$1.09K
XLF icon
65
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$408K 0.12%
7,610
+3
+0% +$156
GDX icon
66
VanEck Gold Miners ETF
GDX
$28.3B
$377K 0.11%
+5,000
New +$442K
MA icon
67
Mastercard
MA
$502B
$371K 0.11%
722
-22
-3% -$11K
VWO icon
68
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$349K 0.1%
5,853
+7
+0.1% +$411
SYK icon
69
Stryker
SYK
$108B
$321K 0.09%
1,020
-353
-26% -$111K
TSM icon
70
TSMC
TSM
$2.15T
$305K 0.09%
+639
New +$259K
SHOP icon
71
Shopify
SHOP
$167B
$302K 0.09%
2,643
+20
+0.8% +$2.28K
IVV icon
72
iShares Core S&P 500 ETF
IVV
$837B
$298K 0.09%
398
+1
+0.3% +$728
GBTC icon
73
Grayscale Bitcoin Trust
GBTC
$11.4B
$290K 0.08%
6,373
AMD icon
74
Advanced Micro Devices
AMD
$823B
$265K 0.08%
+456
New +$187K
DKNG icon
75
DraftKings
DKNG
$12.2B
$262K 0.08%
10,378

Similar funds

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.