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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
MC icon
76
Moelis & Co
MC
$4.51B
$349K 0.11%
5,980
– –
DKNG icon
77
DraftKings
DKNG
$12.2B
$345K 0.11%
10,378
– –
BAC icon
78
Bank of America
BAC
$416B
$317K 0.1%
7,598
– –
IVV icon
79
iShares Core S&P 500 ETF
IVV
$837B
$293K 0.09%
522
– –
SIRI icon
80
SiriusXM
SIRI
$9.95B
$292K 0.09%
+12,967
New +$305K
VWO icon
81
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$283K 0.09%
6,253
-4,144
-40% -$187K
VCSH icon
82
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$265K 0.08%
3,360
– –
ABT icon
83
Abbott
ABT
$177B
$255K 0.08%
1,925
– –
IJK icon
84
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.3B
$239K 0.08%
2,865
– –
LAR
85
Lithium Argentina AG
LAR
$930M
$233K 0.07%
109,035
– –
IBIT icon
86
iShares Bitcoin Trust
IBIT
$59.8B
$226K 0.07%
4,835
– –
ACVA icon
87
ACV Auctions
ACVA
$1.77B
$226K 0.07%
16,061
– –
DHR icon
88
Danaher
DHR
$147B
$218K 0.07%
1,065
– –
AMT icon
89
American Tower
AMT
$82.8B
– –
-21,528
Closed -$3.95M
CCL icon
90
Carnival Corporation Ltd
CCL
$30.3B
– –
-49,316
Closed -$1.23M
EIX icon
91
Edison International
EIX
$21B
– –
-4,761
Closed -$380K
GD icon
92
General Dynamics
GD
$97B
– –
-20,010
Closed -$5.27M
MGM icon
93
MGM Resorts International
MGM
$9.87B
– –
-57,936
Closed -$2.01M
NCLH icon
94
Norwegian Cruise Line
NCLH
$6.56B
– –
-38,332
Closed -$986K
ORCL icon
95
Oracle
ORCL
$424B
– –
-1,462
Closed -$244K
PLTR icon
96
Palantir
PLTR
$415B
– –
-2,974
Closed -$225K
RH icon
97
RH
RH
$2.36B
– –
-550
Closed -$216K
1 2 3
4

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UWM
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RF
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PS
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TIM
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DWM
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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.