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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
DKNG icon
76
DraftKings
DKNG
$11.6B
$445K 0.13%
10,378
– –
SCHX icon
77
Schwab US Large- Cap ETF
SCHX
$71.8B
$425K 0.12%
17,382
+46
+0.3% +$1.04K
EPI icon
78
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$420K 0.12%
8,855
-1,100
-11% -$49.9K
PEP icon
79
PepsiCo
PEP
$190B
$405K 0.12%
3,064
+50
+2% +$6.74K
XLF icon
80
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$397K 0.11%
7,587
– –
IBIT icon
81
iShares Bitcoin Trust
IBIT
$46.7B
$356K 0.1%
5,818
+983
+20% +$55.1K
ORCL icon
82
Oracle
ORCL
$374B
$301K 0.09%
+1,379
New +$223K
SIRI icon
83
SiriusXM
SIRI
$9.98B
$298K 0.09%
12,967
– –
VWO icon
84
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$289K 0.08%
5,846
-407
-7% -$18.9K
ACVA icon
85
ACV Auctions
ACVA
$1.31B
$261K 0.07%
16,061
– –
MC icon
86
Moelis & Co
MC
$4.97B
$251K 0.07%
4,034
-1,946
-33% -$109K
IVV icon
87
iShares Core S&P 500 ETF
IVV
$878B
$246K 0.07%
396
-126
-24% -$72.3K
VCSH icon
88
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$235K 0.07%
2,960
-400
-12% -$31.5K
LAR
89
Lithium Argentina AG
LAR
$985M
$227K 0.07%
109,035
– –
BAC icon
90
Bank of America
BAC
$435B
$213K 0.06%
4,498
-3,100
-41% -$130K
DHR icon
91
Danaher
DHR
$137B
$206K 0.06%
1,041
-24
-2% -$4.65K
CIBR icon
92
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$202K 0.06%
+2,669
New +$183K
CLRB icon
93
Cellectar Biosciences
CLRB
$20.5M
$74.7K 0.02%
+10,500
New +$91.9K
SERA icon
94
Sera Prognostics
SERA
$79.9M
$35.3K 0.01%
+12,733
New +$31.5K
IMNN icon
95
Imunon
IMNN
$6.68M
$9.37K ﹤0.01%
+898
New +$12.3K
FAAS
96
DELISTED
DigiAsia
FAAS
$9.29K ﹤0.01%
+16,274
New +$7.1K
SKYAW
97
SkyAI Inc
SKYAW
$263K
$677 ﹤0.01%
+22,637
New +$417
ABT icon
98
Abbott
ABT
$183B
– –
-1,925
Closed -$255K
IJK icon
99
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
– –
-2,865
Closed -$239K
1 2 3
4

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KEM
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RP
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I
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SC
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GB
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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.