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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
CRM icon
51
Salesforce
CRM
$151B
$1.6M 0.46%
5,853
+8
+0.1% +$2.14K
MTH icon
52
Meritage Homes
MTH
$4.58B
$1.56M 0.45%
+23,225
New +$1.54M
INDA icon
53
iShares MSCI India ETF
INDA
$6.89B
$1.44M 0.41%
25,926
+572
+2% +$30.6K
IWF icon
54
iShares Russell 1000 Growth ETF
IWF
$121B
$1.36M 0.39%
12,784
-760
-6% -$72.7K
RIO icon
55
Rio Tinto
RIO
$158B
$1.26M 0.36%
21,623
-12,654
-37% -$747K
IYW icon
56
iShares US Technology ETF
IYW
$23.6B
$1.13M 0.32%
9,834
– –
GS icon
57
Goldman Sachs
GS
$300B
$1.1M 0.32%
1,558
-19
-1% -$11K
HON icon
58
Honeywell
HON
$77B
$1.1M 0.32%
5,020
-424
-8% -$85.8K
JNJ icon
59
Johnson & Johnson
JNJ
$618B
$1.09M 0.31%
7,150
-88
-1% -$13.5K
DGX icon
60
Quest Diagnostics
DGX
$25.7B
$1.09M 0.31%
6,069
-2,099
-26% -$365K
SWK icon
61
Stanley Black & Decker
SWK
$14.3B
$1.04M 0.3%
15,422
-8,593
-36% -$555K
AZN icon
62
AstraZeneca
AZN
$263B
$838K 0.24%
5,996
-483
-7% -$67.7K
JPM icon
63
JPMorgan Chase
JPM
$935B
$775K 0.22%
2,674
– –
MSTR icon
64
Strategy Inc
MSTR
$34.1B
$771K 0.22%
1,908
– –
SHW icon
65
Sherwin-Williams
SHW
$82.7B
$715K 0.2%
2,082
-168
-7% -$58.2K
BX icon
66
Blackstone
BX
$102B
$698K 0.2%
4,667
-25
-0.5% -$3.44K
SPY icon
67
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$685K 0.2%
1,108
-15
-1% -$8.57K
XOM icon
68
ExxonMobil
XOM
$644B
$670K 0.19%
6,212
– –
EA icon
69
Electronic Arts
EA
$53B
$666K 0.19%
4,168
-337
-7% -$49.8K
META icon
70
Meta Platforms (Facebook)
META
$1.42T
$643K 0.18%
871
– –
PHG icon
71
Philips
PHG
$25.7B
$593K 0.17%
25,636
– –
VGT icon
72
Vanguard Information Technology ETF
VGT
$139B
$587K 0.17%
7,080
– –
UBER icon
73
Uber
UBER
$143B
$581K 0.17%
6,231
– –
GBTC icon
74
Grayscale Bitcoin Trust
GBTC
$9.45B
$541K 0.15%
6,373
– –
NKE icon
75
Nike
NKE
$61.9B
$536K 0.15%
7,545
-57,966
-88% -$3.48M
1 2
3
4

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FPCG
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CG
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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.