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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
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$25.4M 7.28%
52,331
+10,725
+26% +$5.45M
AMZN icon
2
Amazon
AMZN
$2.92T
$25.4M 7.27%
115,701
+15,790
+16% +$3.12M
AAPL icon
3
Apple
AAPL
$4.54T
$18.6M 5.33%
90,692
-4,673
-5% -$944K
RSP icon
4
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$18.6M 5.33%
102,307
+4,541
+5% +$784K
VO icon
5
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$17.6M 5.03%
251,032
-3,488
-1% -$229K
VB icon
6
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$12.6M 3.61%
53,189
-10,673
-17% -$2.38M
MSFT icon
7
Microsoft
MSFT
$3.45T
$11M 3.15%
22,133
+263
+1% +$114K
CARR icon
8
Carrier Global
CARR
$51B
$10.2M 2.94%
139,977
+36,195
+35% +$2.46M
BXP icon
9
Boston Properties
BXP
$11.2B
$9.06M 2.6%
134,273
-15,550
-10% -$1.04M
TSLA icon
10
Tesla
TSLA
$1.23T
$9.04M 2.59%
28,456
+3,442
+14% +$1.04M
VUG icon
11
Vanguard Morningstar Growth ETF
VUG
$220B
$8.76M 2.51%
119,856
+1,650
+1% +$109K
SPG icon
12
Simon Property Group
SPG
$74.4B
$8.7M 2.49%
54,109
-2,144
-4% -$339K
PK icon
13
Park Hotels & Resorts
PK
$3.03B
$6.92M 1.98%
676,496
+215,350
+47% +$2.19M
KMI icon
14
Kinder Morgan
KMI
$71.7B
$6.69M 1.92%
227,526
-9,955
-4% -$273K
VIG icon
15
Vanguard Dividend Appreciation ETF
VIG
$111B
$6.19M 1.77%
30,255
+1,087
+4% +$211K
HD icon
16
Home Depot
HD
$331B
$6M 1.72%
16,378
+12,537
+326% +$4.54M
FSLR icon
17
First Solar
FSLR
$22.7B
$5.87M 1.68%
35,483
-287
-0.8% -$42.4K
CGXU icon
18
Capital Group International Focus Equity ETF
CGXU
$6.26B
$5.69M 1.63%
209,576
-822
-0.4% -$20.9K
URI icon
19
United Rentals
URI
$67.2B
$5.4M 1.55%
+7,166
New +$4.79M
VTI icon
20
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$5.37M 1.54%
17,671
-281
-2% -$79K
WMT icon
21
Walmart Inc
WMT
$885B
$5.34M 1.53%
54,663
-324
-0.6% -$30.9K
EQR icon
22
Equity Residential
EQR
$24.9B
$4.63M 1.33%
68,626
-175
-0.3% -$12K
R icon
23
Ryder
R
$9.83B
$4.62M 1.32%
+29,079
New +$4.27M
IWD icon
24
iShares Russell 1000 Value ETF
IWD
$82.2B
$4.6M 1.32%
23,660
-198
-0.8% -$36.7K
AVB icon
25
AvalonBay Communities
AVB
$26.5B
$4.39M 1.26%
21,562
-292
-1% -$59.7K
1
2 3 4

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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.