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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
Cap. Flow
-$13.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
47.15%
Holding
96
New
5
Increased
38
Reduced
25
Closed
10

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$8.72M
2
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$4.59M
3
NOW icon
ServiceNow
NOW
+$4.33M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.27M
5
OTIS icon
Otis Worldwide
OTIS
+$2.25M

Top Sells

Rank Stock Value
1
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$13.6M
2
SPG icon
Simon Property Group
SPG
+$4.29M
3
EQR icon
Equity Residential
EQR
+$3.47M
4
TOL icon
Toll Brothers
TOL
+$3.27M
5
PSA icon
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%

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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.