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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
+1.29%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$330M
AUM Growth
-$15.3M
Cap. Flow
-$15.2M
Cap. Flow %
-4.61%
Top 10 Hldgs %
48.75%
Holding
101
New
3
Increased
20
Reduced
45
Closed
10

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$675K
2
SIRI icon
SiriusXM
SIRI
+$387K
3
MSTU
T-Rex 2X Long MSTR Daily Target ETF
MSTU
+$236K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$216K
5
ACN icon
Accenture
ACN
+$206K

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$2.39M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.58M
3
CARR icon
Carrier Global
CARR
+$1.57M
4
DGX icon
Quest Diagnostics
DGX
+$1.16M
5
SYK icon
Stryker
SYK
+$1.07M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.43%
2 Technology 14.8%
3 Financials 13.21%
4 Real Estate 12.12%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSTR icon
76
Strategy Inc
MSTR
$35.5B
$290K 0.09%
1,908
– –
NOW icon
77
ServiceNow
NOW
$121B
$275K 0.08%
1,795
+370
+26% +$63.5K
IVV icon
78
iShares Core S&P 500 ETF
IVV
$901B
$271K 0.08%
396
– –
BAC icon
79
Bank of America
BAC
$442B
$252K 0.08%
4,586
-100
-2% -$5.29K
IMNN icon
80
Imunon
IMNN
$6.81M
$248K 0.08%
34,364
– –
SPOT icon
81
Spotify
SPOT
$102B
$247K 0.07%
425
– –
DHR icon
82
Danaher
DHR
$139B
$241K 0.07%
1,051
– –
ACN icon
83
Accenture
ACN
$103B
$218K 0.07%
+811
New +$206K
CSGP icon
84
CoStar Group
CSGP
$12.1B
$206K 0.06%
3,063
+100
+3% +$7.08K
DVY icon
85
iShares Select Dividend ETF
DVY
$23.5B
$205K 0.06%
1,455
– –
SG icon
86
Sweetgreen
SG
$708M
$157K 0.05%
+23,200
New +$159K
ACVA icon
87
ACV Auctions
ACVA
$1.36B
$129K 0.04%
16,061
– –
MSTU
88
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$344M
$83.1K 0.03%
+10,000
New +$236K
INDI icon
89
indie Semiconductor
INDI
$718M
$57.7K 0.02%
16,346
-1,419
-8% -$6.22K
CLRB icon
90
Cellectar Biosciences
CLRB
$20.3M
$50.1K 0.02%
10,384
– –
SERA icon
91
Sera Prognostics
SERA
$77.5M
$37.4K 0.01%
12,669
-64
-0.5% -$206
AZN icon
92
AstraZeneca
AZN
$252B
– –
-4,746
Closed -$728K
CHRS icon
93
Coherus Oncology
CHRS
$227M
– –
-12,946
Closed -$21.2K
CIBR icon
94
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
– –
-2,669
Closed -$203K
COIN icon
95
Coinbase
COIN
$39.6B
– –
-678
Closed -$229K
DGX icon
96
Quest Diagnostics
DGX
$26B
– –
-6,069
Closed -$1.16M
EA icon
97
Electronic Arts
EA
$52.9B
– –
-4,168
Closed -$841K
HON icon
98
Honeywell
HON
$78.3B
– –
-5,258
Closed -$1.04M
MC icon
99
Moelis & Co
MC
$5.13B
– –
-4,034
Closed -$288K
QMCO icon
100
Quantum Corp
QMCO
$461M
– –
-10,000
Closed -$99.2K
1 2 3
4
5

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Riverview Capital Advisers held 101 positions worth $330M, down 4.4% from $346M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Riverview Capital Advisers withdrew a net $15.2M in Q4 2025, closing 10 positions and reducing 45 holdings. Its most notable exit was Quest Diagnostics, an estimated $1.16M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

Against the trend, Riverview Capital Advisers opened a new position in T-Rex 2X Long MSTR Daily Target ETF worth $83.1K.

  • Riverview Capital Advisers's largest Q4 2025 buy was T-Rex 2X Long MSTR Daily Target ETF: 10,000 shares worth $83.1K.
  • Riverview Capital Advisers added most to Vanguard Short-Term Corporate Bond ETF in Q4 2025, an estimated $675K increase.
  • Riverview Capital Advisers's biggest Q4 2025 reduction was Coca-Cola, cutting an estimated $2.39M.
  • Riverview Capital Advisers fully exited Quest Diagnostics in Q4 2025, selling an estimated $1.16M.
  • Riverview Capital Advisers's ten largest holdings make up 49% of its $330M portfolio in Q4 2025.
  • Riverview Capital Advisers opened 3 new positions and closed 10 in Q4 2025.
  • Riverview Capital Advisers's portfolio value fell 4.4% quarter-over-quarter to $330M.

Based on Riverview Capital Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.