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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
AMZN icon
1
Amazon
AMZN
$2.92T
$26.1M 7.9%
113,125
-52
-0% -$11.9K
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.1T
$25.3M 7.66%
50,375
-1,663
-3% -$827K
AAPL icon
3
Apple
AAPL
$4.54T
$24.2M 7.33%
89,150
-1,291
-1% -$347K
VO icon
4
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$15.9M 4.8%
218,544
+1,292
+0.6% +$94K
VB icon
5
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$13.4M 4.05%
51,834
-510
-1% -$131K
TSLA icon
6
Tesla
TSLA
$1.23T
$13.2M 3.98%
29,285
– –
PCLG
7
Polen Focus Growth ETF
PCLG
$83.5M
$12.4M 3.75%
500,775
– –
MSFT icon
8
Microsoft
MSFT
$3.45T
$11.4M 3.44%
23,479
-608
-3% -$305K
VUG icon
9
Vanguard Morningstar Growth ETF
VUG
$220B
$9.69M 2.93%
119,178
-1,788
-1% -$145K
SPG icon
10
Simon Property Group
SPG
$74.4B
$9.63M 2.91%
51,999
-703
-1% -$128K
MKL icon
11
Markel Group
MKL
$23.3B
$8.98M 2.72%
4,176
-162
-4% -$328K
BXP icon
12
Boston Properties
BXP
$11.2B
$8.87M 2.68%
131,462
-1,804
-1% -$128K
PK icon
13
Park Hotels & Resorts
PK
$3.03B
$7.09M 2.15%
677,878
+5,139
+0.8% +$55K
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$111B
$6.83M 2.07%
31,084
+816
+3% +$178K
MU icon
15
Micron Technology
MU
$930B
$6.71M 2.03%
23,502
-4,048
-15% -$929K
CGXU icon
16
Capital Group International Focus Equity ETF
CGXU
$6.26B
$6.4M 1.94%
216,664
+5,892
+3% +$177K
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$5.99M 1.81%
17,866
+571
+3% +$190K
WMT icon
18
Walmart Inc
WMT
$885B
$5.94M 1.8%
53,339
-1,349
-2% -$145K
CARR icon
19
Carrier Global
CARR
$51B
$5.91M 1.79%
111,816
-28,262
-20% -$1.57M
URI icon
20
United Rentals
URI
$67.2B
$5.79M 1.75%
7,149
-17
-0.2% -$14.8K
R icon
21
Ryder
R
$9.83B
$5.55M 1.68%
29,009
-70
-0.2% -$12.6K
HD icon
22
Home Depot
HD
$331B
$5.24M 1.58%
15,219
-1,240
-8% -$454K
KMI icon
23
Kinder Morgan
KMI
$71.7B
$5.01M 1.52%
182,262
-1,058
-0.6% -$28.6K
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.36T
$4.91M 1.49%
15,688
-350
-2% -$100K
IWD icon
25
iShares Russell 1000 Value ETF
IWD
$82.2B
$4.7M 1.42%
22,327
-939
-4% -$194K
1
2 3 4 5

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UCB
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KEM
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RP
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I
InterCapital Austin, Texas $299M AUM
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.