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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
PHG icon
51
Philips
PHG
$25.7B
$671K 0.22%
25,413
– –
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$643K 0.21%
989
+37
+4% +$25.2K
IBIT icon
53
iShares Bitcoin Trust
IBIT
$46.7B
$621K 0.21%
16,165
+10,000
+162% +$433K
VGT icon
54
Vanguard Information Technology ETF
VGT
$139B
$618K 0.21%
7,088
+8
+0.1% +$737
VIS icon
55
Vanguard Industrials ETF
VIS
$8.1B
$541K 0.18%
1,734
-4,444
-72% -$1.44M
BX icon
56
Blackstone
BX
$102B
$493K 0.16%
4,291
-64
-1% -$8.33K
LLY icon
57
Eli Lilly
LLY
$1.02T
$468K 0.16%
509
– –
PEP icon
58
PepsiCo
PEP
$190B
$467K 0.16%
3,005
-76
-2% -$11.8K
SYK icon
59
Stryker
SYK
$125B
$451K 0.15%
1,373
+3
+0.2% +$1.08K
ORCL icon
60
Oracle
ORCL
$374B
$437K 0.15%
2,972
+39
+1% +$6.34K
IJR icon
61
iShares Core S&P Small-Cap ETF
IJR
$109B
$436K 0.15%
+3,510
New +$446K
VB icon
62
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$433K 0.14%
1,652
-50,182
-97% -$13.6M
VOO icon
63
Vanguard S&P 500 ETF
VOO
$979B
$427K 0.14%
714
+2
+0.3% +$1.25K
LAR
64
Lithium Argentina AG
LAR
$985M
$406K 0.14%
60,786
– –
SCHX icon
65
Schwab US Large- Cap ETF
SCHX
$71.8B
$395K 0.13%
15,415
-2,055
-12% -$55.1K
XLF icon
66
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$376K 0.13%
7,607
+20
+0.3% +$1.04K
MA icon
67
Mastercard
MA
$502B
$372K 0.12%
744
+7
+0.9% +$3.69K
EPI icon
68
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$361K 0.12%
8,855
– –
GBTC icon
69
Grayscale Bitcoin Trust
GBTC
$9.45B
$336K 0.11%
6,373
– –
BA icon
70
Boeing
BA
$171B
$334K 0.11%
+1,678
New +$382K
VWO icon
71
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$316K 0.11%
5,846
– –
SHOP icon
72
Shopify
SHOP
$152B
$311K 0.1%
2,623
+335
+15% +$44K
IVV icon
73
iShares Core S&P 500 ETF
IVV
$878B
$259K 0.09%
397
+1
+0.3% +$683
IMNN icon
74
Imunon
IMNN
$6.68M
$248K 0.08%
34,364
– –
CSGP icon
75
CoStar Group
CSGP
$11.7B
$241K 0.08%
5,972
+2,909
+95% +$151K
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.