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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
LRCX icon
76
Lam Research
LRCX
$339B
$259K 0.07%
+598
New +$182K
BAC icon
77
Bank of America
BAC
$416B
$253K 0.07%
4,445
+21
+0.5% +$1.12K
IBM icon
78
IBM
IBM
$234B
$249K 0.07%
887
+20
+2% +$5.04K
IMNN icon
79
Imunon
IMNN
$7.86M
$248K 0.07%
34,364
DVY icon
80
iShares Select Dividend ETF
DVY
$23.4B
$240K 0.07%
1,538
+12
+0.8% +$1.85K
DHR icon
81
Danaher
DHR
$147B
$228K 0.07%
+1,198
New +$218K
SPOT icon
82
Spotify
SPOT
$115B
$225K 0.06%
490
+65
+15% +$31K
IBIT icon
83
iShares Bitcoin Trust
IBIT
$59.8B
$216K 0.06%
6,483
-9,682
-60% -$394K
MS icon
84
Morgan Stanley
MS
$324B
$205K 0.06%
+979
New +$194K
ACVA icon
85
ACV Auctions
ACVA
$1.77B
$115K 0.03%
16,061
INDI icon
86
indie Semiconductor
INDI
$714M
$73.4K 0.02%
16,346
CLRB icon
87
Cellectar Biosciences
CLRB
$21.9M
$50.1K 0.01%
10,384
SERA icon
88
Sera Prognostics
SERA
$78.5M
$23.1K 0.01%
12,669
BXP icon
89
Boston Properties
BXP
$10.2B
-130,098
Closed -$6.75M
CSGP icon
90
CoStar Group
CSGP
$12.8B
-5,972
Closed -$241K
EPI icon
91
WisdomTree India Earnings Fund ETF
EPI
$1.95B
-8,855
Closed -$361K
INDA icon
92
iShares MSCI India ETF
INDA
$6.45B
-29,115
Closed -$1.36M
MSTR icon
93
Strategy Inc
MSTR
$51.5B
-1,908
Closed -$238K
SG icon
94
Sweetgreen
SG
$813M
-34,200
Closed -$177K
SIRI icon
95
SiriusXM
SIRI
$9.95B
-31,752
Closed -$733K

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.