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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
-4.08%
1 Year Est. Return
+33.11%
3 Year Est. Return
+84.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$318M
AUM Growth
-$13.2M
Cap. Flow
+$4.68M
Cap. Flow %
1.47%
Top 10 Hldgs %
45.96%
Holding
98
New
7
Increased
34
Reduced
22
Closed
10

Top Buys

Rank Stock Value
1
PK icon
Park Hotels & Resorts
PK
+$5.84M
2
FSLR icon
First Solar
FSLR
+$5.59M
3
PSA icon
Public Storage
PSA
+$5.34M
4
BHP icon
BHP
BHP
+$2.62M
5
SG icon
Sweetgreen
SG
+$2.27M

Top Sells

Rank Stock Value
1
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$7.9M
2
GD icon
General Dynamics
GD
+$5.27M
3
AMT icon
American Tower
AMT
+$3.95M
4
MGM icon
MGM Resorts International
MGM
+$2.01M
5
CCL icon
Carnival Corporation Ltd
CCL
+$1.23M

Sector Composition

Rank Sector Weight
1 Miscellaneous 27.16%
2 Real Estate 14.65%
3 Consumer Discretionary 14.13%
4 Technology 13.01%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEM
51
Tempus AI
TEM
$12.5B
$1.4M 0.44%
+28,972
New +$1.56M
DGX icon
52
Quest Diagnostics
DGX
$27.3B
$1.38M 0.43%
8,168
– –
INDA icon
53
iShares MSCI India ETF
INDA
$6.45B
$1.31M 0.41%
25,354
+11,914
+89% +$600K
IWF icon
54
iShares Russell 1000 Growth ETF
IWF
$123B
$1.22M 0.38%
13,544
+160
+1% +$15.8K
JNJ icon
55
Johnson & Johnson
JNJ
$644B
$1.2M 0.38%
7,238
+210
+3% +$32.9K
IYW icon
56
iShares US Technology ETF
IYW
$25B
$1.13M 0.35%
9,834
– –
HON icon
57
Honeywell
HON
$64.5B
$1.09M 0.34%
5,444
– –
AZN icon
58
AstraZeneca
AZN
$251B
$952K 0.3%
6,479
– –
GS icon
59
Goldman Sachs
GS
$284B
$861K 0.27%
1,577
+227
+17% +$137K
SHW icon
60
Sherwin-Williams
SHW
$78.5B
$786K 0.25%
2,250
– –
XOM icon
61
ExxonMobil
XOM
$696B
$739K 0.23%
6,212
-221
-3% -$24.4K
JPM icon
62
JPMorgan Chase
JPM
$937B
$656K 0.21%
2,674
+603
+29% +$154K
BX icon
63
Blackstone
BX
$95.1B
$656K 0.21%
4,692
-1,003
-18% -$163K
EA
64
DELISTED
Electronic Arts
EA
$651K 0.2%
4,505
– –
SPY icon
65
State Street SPDR S&P 500 ETF Trust
SPY
$799B
$628K 0.2%
1,123
+1
+0.1% +$588
PHG icon
66
Philips
PHG
$24.3B
$602K 0.19%
25,636
– –
MSTR icon
67
Strategy Inc
MSTR
$51.5B
$550K 0.17%
1,908
– –
META icon
68
Meta Platforms (Facebook)
META
$1.71T
$502K 0.16%
871
+152
+21% +$98.1K
VGT icon
69
Vanguard Information Technology ETF
VGT
$146B
$480K 0.15%
7,080
+3,600
+103% +$271K
UBER icon
70
Uber
UBER
$146B
$454K 0.14%
+6,231
New +$449K
PEP icon
71
PepsiCo
PEP
$185B
$452K 0.14%
3,014
-36
-1% -$5.36K
EPI icon
72
WisdomTree India Earnings Fund ETF
EPI
$1.95B
$435K 0.14%
+9,955
New +$427K
GBTC icon
73
Grayscale Bitcoin Trust
GBTC
$11.4B
$415K 0.13%
6,373
– –
SCHX icon
74
Schwab US Large- Cap ETF
SCHX
$73.3B
$383K 0.12%
17,336
+46
+0.3% +$1.07K
XLF icon
75
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$378K 0.12%
7,587
-150
-2% -$7.52K
1 2
3
4

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UWM
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Riverview Capital Advisers's Q1 2025 Portfolio in Review

As of Q1 2025, Riverview Capital Advisers held 98 positions worth $318M, down 4% from $331M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Riverview Capital Advisers's Q1 2025 filing shows 7 new, 34 increased, 22 reduced and 10 closed positions. Its largest new stake was Park Hotels & Resorts: 461,146 shares worth $4.93M. The largest sale was Vanguard Morningstar Small-Cap ETF, an estimated $7.9M.

By sector, the portfolio is most concentrated in Miscellaneous at 27% of assets, down from 28% a quarter earlier, followed by Real Estate and Consumer Discretionary.

  • Riverview Capital Advisers's largest Q1 2025 buy was Park Hotels & Resorts: 461,146 shares worth $4.93M.
  • Riverview Capital Advisers added most to BHP in Q1 2025, an estimated $2.62M increase.
  • Riverview Capital Advisers's biggest Q1 2025 reduction was Vanguard Morningstar Small-Cap ETF, cutting an estimated $7.9M.
  • Riverview Capital Advisers fully exited General Dynamics in Q1 2025, selling an estimated $5.27M.
  • Riverview Capital Advisers's ten largest holdings make up 46% of its $318M portfolio in Q1 2025.
  • Riverview Capital Advisers opened 7 new positions and closed 10 in Q1 2025.
  • Riverview Capital Advisers's portfolio value fell 4% quarter-over-quarter to $318M.

Based on Riverview Capital Advisers's 13F filing for Q1 2025, filed 13 May 2025.