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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
SHW icon
101
Sherwin-Williams
SHW
$86B
– –
-2,082
Closed -$721K
1 2 3 4
5

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I
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SC
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GB
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FPCG
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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.