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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
(-9.3%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
47.15%
Holding
96
New
5
Increased
38
Reduced
25
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Salesforce
CRM
|
+$8.72M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
+$4.59M |
| 3 |
ServiceNow
NOW
|
+$4.33M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.27M |
| 5 |
Otis Worldwide
OTIS
|
+$2.25M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$13.6M |
| 2 |
Simon Property Group
SPG
|
+$4.29M |
| 3 |
Equity Residential
EQR
|
+$3.47M |
| 4 |
Toll Brothers
TOL
|
+$3.27M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Strategy Inc
MSTR
$34.1B
| $238K | 0.08% |
1,908
| – | – |
|
77
iShares Select Dividend ETF
DVY
$23.5B
| $231K | 0.08% |
1,526
+71
| +5% | +$10.7K |
|
78
DraftKings
DKNG
$11.6B
| $224K | 0.07% |
10,378
-1,705
| -14% | -$46.2K |
|
79
Bank of America
BAC
$435B
| $216K | 0.07% |
4,424
-162
| -4% | -$8.36K |
|
80
IBM
IBM
$211B
| $210K | 0.07% |
+867
| New | +$235K |
|
81
Spotify
SPOT
$103B
| $206K | 0.07% |
425
| – | – |
|
82
Sweetgreen
SG
$766M
| $177K | 0.06% |
34,200
+11,000
| +47% | +$66.9K |
|
83
ACV Auctions
ACVA
$1.31B
| $68.1K | 0.02% |
16,061
| – | – |
|
84
indie Semiconductor
INDI
$682M
| $52.6K | 0.02% |
16,346
| – | – |
|
85
Cellectar Biosciences
CLRB
$20.5M
| $50.1K | 0.02% |
10,384
| – | – |
|
86
Sera Prognostics
SERA
$79.9M
| $25.7K | 0.01% |
12,669
| – | – |
|
87
Airbnb
ABNB
$89.9B
| – | – |
-14,527
| Closed | -$1.97M |
|
88
Accenture
ACN
$102B
| – | – |
-811
| Closed | -$218K |
|
89
Danaher
DHR
$137B
| – | – |
-1,051
| Closed | -$241K |
|
|
90
Equity Residential
EQR
$24.9B
| – | – |
-54,995
| Closed | -$3.47M |
|
|
91
Public Storage
PSA
$60.5B
| – | – |
-12,206
| Closed | -$3.17M |
|
92
Phillips 66
PSX
$84.9B
| – | – |
-21,282
| Closed | -$2.75M |
|
|
93
Toll Brothers
TOL
$13.6B
| – | – |
-24,217
| Closed | -$3.27M |
|
94
Uber
UBER
$143B
| – | – |
-7,098
| Closed | -$580K |
|
95
VICI Properties
VICI
$29B
| – | – |
-93,419
| Closed | -$2.63M |
|
|
MSTU
96
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$324M
| – | – |
-10,000
| Closed | -$83.1K |
|
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CG
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.