Riverview Capital Advisers, LLC
CIK 1962933 · View on SEC EDGAR ↗
- Portfolio value
- $348.8M
- Positions
- 88
- As of
- June 30, 2026
#4,738 of 9,443 by 13F value · top 50.2%
Portfolio value QoQ: +16.4% 13F does not disclose cash
- Top 10 holdings weight
- 49.32%
- Top 25 holdings weight
- 80.51%
- Positions above 1%
- 31
- Effective number of positions
- 27.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.08% Est. buys $44,648,307 · sells $19,703,618
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 63.8% still held
- New positions
- 9
- Increased
- 38
- Decreased
- 30
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
23.0%
Retail
11.9%
Industrials
6.7%
Real Estate
5.4%
Consumer Discretionary
3.8%
Financials
3.2%
Energy
2.9%
Communication Services
2.4%
Healthcare
2.0%
Financial Services
1.8%
Utilities
1.3%
Consumer Staples
0.6%
Materials
0.1%
Other/Unmapped
34.6%
Full portfolio 88 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. - Common Stock | $25,385,370 | 7.28% | 106,509 | $1,802,528 | Down ×1 | ||
| BRKB | $25,290,712 | 7.25% | 50,542 | $989,521 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $24,942,654 | 7.15% | 86,199 | $3,258,297 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $24,528,376 | 7.03% | 21,250 | $16,706,704 | Down ×3 | ||
| VO | $18,465,499 | 5.29% | 229,186 | $2,087,855 | Up ×3 | ||
| VUG | $12,412,057 | 3.56% | 144,092 | $2,930,069 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $12,245,769 | 3.51% | 29,115 | $1,359,070 | Down ×1 | ||
| PCLG | $9,856,954 | 2.83% | 453,193 | $-388,658 | Down ×1 | ||
| VIG | $9,569,974 | 2.74% | 40,444 | $1,534,083 | Up ×6 | ||
| PK Park Hotels & Resorts Inc. Common Stock | $9,310,521 | 2.67% | 653,370 | $2,300,929 | Down ×2 | ||
| CGDV | $8,702,377 | 2.50% | 176,590 | $1,980,448 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $8,618,224 | 2.47% | 23,104 | $-54,671 | Down ×3 | ||
| CRM Salesforce, Inc. Common Stock | $8,058,344 | 2.31% | 51,438 | $205,697 | Up ×1 | ||
| CGXU | $7,995,247 | 2.29% | 230,943 | $1,341,742 | Up ×4 | ||
| MKL Markel Group Inc. Common Stock | $7,849,148 | 2.25% | 4,019 | $-182,290 | Down ×1 | ||
| URI United Rentals, Inc. Common Stock | $7,632,148 | 2.19% | 6,737 | $2,514,483 | Down ×3 | ||
| R Ryder System, Inc. Common Stock | $7,384,956 | 2.12% | 27,998 | $1,401,709 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $7,353,281 | 2.11% | 20,850 | $2,377,714 | Up ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $7,304,129 | 2.09% | 73,571 | $3,272,785 | Up ×3 | ||
| VTI | $6,894,748 | 1.98% | 18,632 | $864,806 | Down ×1 | ||
| CARR Carrier Global Corporation Common Stock | $6,453,224 | 1.85% | 87,979 | $307,993 | Down ×3 | ||
| SPG Simon Property Group, Inc. Common Stock | $6,386,216 | 1.83% | 28,555 | $878,996 | Down ×6 | ||
| WMT Walmart Inc. - Common Stock | $6,317,125 | 1.81% | 55,775 | $-519,350 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6,129,395 | 1.76% | 17,151 | $1,433,775 | Up ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $5,697,800 | 1.63% | 178,223 | $-443,537 | Down ×1 | ||
| IWD | $5,443,189 | 1.56% | 22,453 | $658,353 | Up ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $5,019,206 | 1.44% | 63,510 | $1,860,746 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,920,453 | 1.41% | 24,591 | $934,186 | Up ×1 | ||
| ES Eversource Energy (D/B/A) Common Stock | $4,655,718 | 1.33% | 64,421 | $133,315 | Down ×3 | ||
| ENB Enbridge Inc Common Stock | $3,802,344 | 1.09% | 70,141 | $-30,281 | Down ×3 | ||
| V Visa Inc. | $3,707,003 | 1.06% | 10,805 | $450,146 | Up ×2 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $2,586,088 | 0.74% | 11,402 | Up ×1 | |||
| AFL AFLAC Incorporated Common Stock | $2,329,882 | 0.67% | 19,871 | $137,109 | Down ×1 | ||
| TEM Tempus AI, Inc. - Class A Common Stock | $2,111,028 | 0.61% | 36,441 | $463,165 | |||
| LH Labcorp Holdings Inc. Common Stock | $1,943,468 | 0.56% | 6,941 | $96,506 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1,831,265 | 0.53% | 22,533 | $129,494 | Up ×1 | ||
| AVB AvalonBay Communities, Inc. Common Stock | $1,710,317 | 0.49% | 9,064 | $201,865 | Down ×6 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,505,513 | 0.43% | 1,489 | $251,698 | Up ×2 | ||
| IWF | $1,499,414 | 0.43% | 12,075 | $165,604 | Up ×1 | ||
| OTIS Otis Worldwide Corporation Common Stock | $1,364,213 | 0.39% | 19,053 | $-615,092 | Down ×1 | ||
| STWD STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. | $1,351,439 | 0.39% | 82,505 | $-336,481 | Down ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $1,187,739 | 0.34% | 16,635 | $-419,889 | Down ×1 | ||
| IYW | $1,129,140 | 0.32% | 9,834 | $0 | |||
| IJR | $1,108,925 | 0.32% | 7,477 | $672,553 | Up ×1 | ||
| EVLN | $1,019,216 | 0.29% | 21,013 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $891,939 | 0.26% | 2,725 | $98,590 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $885,445 | 0.25% | 1,572 | $23,272 | Up ×2 | ||
| VGT | $848,231 | 0.24% | 7,097 | $229,764 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $769,786 | 0.22% | 5,630 | $-310,052 | Down ×1 | ||
| SPY SPY | $740,267 | 0.21% | 991 | $97,158 | Up ×3 | ||
| PHG Koninklijke Philips N.V. NY Registry Shares | $690,953 | 0.20% | 25,412 | $19,570 | Up ×1 | ||
| CAVA CAVA Group, Inc. Common Stock | $690,075 | 0.20% | 8,793 | $-60,030 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $666,177 | 0.19% | 2,623 | $-54,947 | Down ×2 | ||
| VIS | $626,208 | 0.18% | 1,738 | $84,847 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $604,544 | 0.17% | 504 | $136,368 | Down ×1 | ||
| BA Boeing Company (The) Common Stock | $552,648 | 0.16% | 2,553 | $218,675 | Up ×1 | ||
| Unknown issuer (CUSIP: 84615Q103) | $552,466 | 0.16% | 3,233 | Up ×1 | |||
| BX Blackstone Inc. Common Stock | $510,318 | 0.15% | 4,337 | $16,845 | Up ×1 | ||
| LAR Lithium Argentina AG Common Shares | $502,701 | 0.14% | 60,786 | $96,650 | |||
| VOO | $491,973 | 0.14% | 716 | $65,106 | Up ×3 | ||
| VB | $482,016 | 0.14% | 1,590 | $49,320 | Down ×6 | ||
| SCHX | $453,656 | 0.13% | 15,415 | $58,425 | |||
| PEP PepsiCo, Inc. - Common Stock | $435,600 | 0.12% | 3,217 | $-30,988 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $434,603 | 0.12% | 2,966 | $-2,570 | Down ×1 | ||
| XLF XLF | $407,997 | 0.12% | 7,610 | $32,439 | Up ×2 | ||
| GDX GDX | $377,250 | 0.11% | 5,000 | Up ×1 | |||
| MA Mastercard Incorporated Common Stock | $370,960 | 0.11% | 722 | $-853 | Down ×1 | ||
| VWO | $349,363 | 0.10% | 5,853 | $33,386 | Up ×1 | ||
| SYK Stryker Corporation Common Stock | $321,147 | 0.09% | 1,020 | $-130,102 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $305,168 | 0.09% | 639 | Up ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $301,778 | 0.09% | 2,643 | $-9,363 | Up ×2 | ||
| IVV | $298,159 | 0.09% | 398 | $38,784 | Up ×2 | ||
| GBTC | $290,099 | 0.08% | 6,373 | $-46,141 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $264,895 | 0.08% | 456 | Up ×1 | |||
| DKNG DraftKings Inc. - Class A Common Stock | $262,149 | 0.08% | 10,378 | $37,776 | |||
| LRCX Lam Research Corporation - Common Stock | $259,132 | 0.07% | 598 | Up ×1 | |||
| BAC Bank of America Corporation Common Stock | $253,286 | 0.07% | 4,445 | $37,623 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $249,489 | 0.07% | 887 | $39,343 | Up ×1 | ||
| IMNN Imunon, Inc. - Common Stock | $247,765 | 0.07% | 34,364 | $0 | |||
| DVY iShares Select Dividend ETF | $240,424 | 0.07% | 1,538 | $9,325 | Up ×2 | ||
| DHR Danaher Corporation Common Stock | $228,137 | 0.07% | 1,198 | ||||
| SPOT Spotify Technology S.A. Ordinary Shares | $224,974 | 0.06% | 490 | $18,887 | Up ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $215,820 | 0.06% | 6,483 | $-405,240 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $204,650 | 0.06% | 979 | Up ×1 | |||
| ACVA ACV Auctions Inc. Class A Common Stock | $115,479 | 0.03% | 16,061 | $47,380 | |||
| INDI indie Semiconductor, Inc. - Class A Common Stock | $73,394 | 0.02% | 16,346 | $20,759 | |||
| CLRB Cellectar Biosciences, Inc. - Common Stock | $50,051 | 0.01% | 10,384 | $0 | |||
| SERA Sera Prognostics, Inc. - Class A Common Stock | $23,058 | 0.01% | 12,669 | $-2,661 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MU | Trimmed | -2K | +$16.7M |
| NOW | Bought more | +35K | +$3.3M |
| AAPL | Bought more | +757 | +$3.3M |
| VUG | Bought more | +122K | +$2.9M |
| URI | Trimmed | -287 | +$2.5M |
| HD | Bought more | +6K | +$2.4M |
| PK | Trimmed | -12K | +$2.3M |
| VO | Bought more | +172K | +$2.1M |
| CGDV | Bought more | +19K | +$2.0M |
| VCSH | Bought more | +24K | +$1.9M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| RSP | Sept. 30, 2025 | 102,307 | $18,593,281 | No longer tracked |
| BXP | June 30, 2026 | 130,098 | $6,752,073 | 1.7% |
| FSLR | Sept. 30, 2025 | 35,483 | $5,873,856 | 0.0% |
| GD | March 31, 2025 | 20,010 | $5,272,435 | 43.7% |
| AMT | March 31, 2025 | 21,528 | $3,948,520 | -18.5% |
| SG | Sept. 30, 2025 | 251,203 | $3,737,901 | -16.7% |
| EQR | March 31, 2026 | 54,995 | $3,466,897 | 7.6% |
| UPS | Sept. 30, 2025 | 33,478 | $3,379,270 | 22.3% |
| TOL | March 31, 2026 | 24,217 | $3,274,623 | 6.6% |
| PSA | March 31, 2026 | 12,206 | $3,167,419 | 20.2% |
| SLB | Sept. 30, 2025 | 91,515 | $3,093,207 | 57.5% |
| BHP | Sept. 30, 2025 | 63,170 | $3,037,846 | 65.1% |
| PSX | March 31, 2026 | 21,282 | $2,746,230 | 34.0% |
| VICI | March 31, 2026 | 93,419 | $2,626,940 | -3.2% |
| MGM | March 31, 2025 | 57,936 | $2,007,468 | 44.5% |
| ABNB | March 31, 2026 | 14,527 | $1,971,605 | 47.5% |
| CRM | Sept. 30, 2025 | 5,853 | $1,596,055 | -13.2% |
| MTH | Sept. 30, 2025 | 23,225 | $1,555,379 | 0.6% |
| INDA | June 30, 2026 | 29,115 | $1,363,747 | No longer tracked |
| RIO | Sept. 30, 2025 | 21,623 | $1,261,270 | 52.6% |
| CCL | March 31, 2025 | 49,316 | $1,228,955 | 33.0% |
| DGX | Dec. 31, 2025 | 6,069 | $1,156,631 | 39.0% |
| SWK | Sept. 30, 2025 | 15,422 | $1,044,860 | 32.7% |
| HON | Dec. 31, 2025 | 4,956 | $1,043,238 | 13.4% |
| NCLH | March 31, 2025 | 38,332 | $986,283 | -11.2% |
| EA | Dec. 31, 2025 | 4,168 | $840,686 | No longer tracked |
| SIRI | June 30, 2026 | 31,752 | $732,837 | -3.8% |
| AZN | Dec. 31, 2025 | 9,491 | $728,150 | 77.6% |
| SHW | Dec. 31, 2025 | 2,082 | $720,914 | 6.0% |
| UBER | March 31, 2026 | 7,098 | $579,978 | 10.8% |
| NKE | Sept. 30, 2025 | 7,545 | $536,003 | -41.8% |
| EIX | March 31, 2025 | 4,761 | $380,119 | 26.5% |
| EPI | June 30, 2026 | 8,855 | $361,298 | No longer tracked |
| MC | Dec. 31, 2025 | 4,034 | $287,705 | -0.8% |
| LAAC | March 31, 2025 | 109,035 | $285,672 | No longer tracked |
| ABT | June 30, 2025 | 1,925 | $255,352 | -15.5% |
| ORCL | March 31, 2025 | 1,462 | $243,646 | 2.0% |
| CSGP | June 30, 2026 | 5,972 | $240,911 | 18.2% |
| DHR | March 31, 2026 | 1,051 | $240,595 | 13.2% |
| IJK | June 30, 2025 | 2,865 | $238,598 | No longer tracked |
| MSTR | June 30, 2026 | 1,908 | $238,119 | 28.9% |
| COIN | Dec. 31, 2025 | 678 | $228,819 | -24.6% |
| PLTR | March 31, 2025 | 2,974 | $224,924 | 106.9% |
| ACN | March 31, 2026 | 811 | $217,592 | -6.7% |
| RH | March 31, 2025 | 550 | $216,475 | -30.5% |
| CIBR | Dec. 31, 2025 | 2,669 | $202,838 | |
| SG | June 30, 2026 | 34,200 | $177,498 | -24.6% |
| QMCO | Dec. 31, 2025 | 10,000 | $99,200 | 209.6% |
| MSTU | March 31, 2026 | 10,000 | $83,100 | No longer tracked |
| CHRS | Dec. 31, 2025 | 12,946 | $21,232 | -8.1% |
| FAASF | Sept. 30, 2025 | 16,274 | $9,286 | No longer tracked |
| STSSW | Sept. 30, 2025 | 22,637 | $677 | No longer tracked |