Riverview Capital Advisers, LLC
Sector Allocation
- Other27.1%$94.4M
- Technology25.8%$89.9M
- Consumer Discretionary18.6%$65.0M
- Financials12.4%$43.4M
- Industrials4.6%$16.1M
- Energy2.9%$10.3M
- Real Estate2.7%$9.4M
- Consumer Staples2.5%$8.6M
- Healthcare1.4%$4.8M
- Utilities1.3%$4.7M
AUM History
13fpro.ai/research/fund/riverview-capital-advisers-llc-1962933
Conviction and streaks
Concentrating · top 10 = 49.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AMZN
$25.4MBRK.B
$25.3MAAPL
$24.9MMU
$24.5M- VANGUARD$18.5M
- VANGUARD$12.4M
TSLA
$12.2M- FUNDVANTAGE$9.9M
- VANGUARD$9.6M
PK
$9.3M- CAPITAL$8.7M
MSFT
$8.6MCRM
$8.1M- CAPITAL$8.0M
MKL
$7.8MURI
$7.6MR
$7.4MHD
$7.4MNOW
$7.3M- VANGUARD$6.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/riverview-capital-advisers-llc-1962933
Riverview Capital Advisers, LLC 13F holdings — Q2 2026
$348.8M portfolio (+16.4% QoQ) · 88 holdings · Q2 2026 13F · top 10 are 49% of the stock portfolio
$25.4M
7.3% of stocks
-6%This quarter-6.0%Since filed10+ qtrsHeld$25.3M
7.3% of stocks
-0.3%This quarter—Since filed10+ qtrsHeld$24.9M
7.2% of stocks
+0.9%This quarter+12.7%Since filed10+ qtrsHeld$24.5M
7.0% of stocks
-8%This quarter-4.9%Since filed10+ qtrsHeld- 5
VANGUARD INDEX FDS - MID CAP ETF
$18.5M
5.3% of stocks
+302%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - GROWTH ETF
$12.4M
3.6% of stocks
+564%This quarter—Since filed—HeldAIQuality—Est. buy— $12.2M
3.5% of stocks
-0.6%This quarter+15.2%Since filed10+ qtrsHeld- 8
FUNDVANTAGE TR - POLE FOCU GR ETF
$9.9M
2.8% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$9.6M
2.7% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $9.3M
2.7% of stocks
-2%This quarter+10.4%Since filed6 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $25.4M | 7.3% | -6% | -6.0% | 10+ qtrs | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $25.3M | 7.3% | -0.3% | — | 10+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $24.9M | 7.2% | +0.9% | +12.7% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $24.5M | 7.0% | -8% | -4.9% | 10+ qtrsTrimmed 3 qtrs in a row | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - MID CAP ETF | $18.5M | 5.3% | +302% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - GROWTH ETF | $12.4M | 3.6% | +564% | — | — | — | — | |
| 7 | $12.2M | 3.5% | -0.6% | +15.2% | 10+ qtrs | 51.5#1,540 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | FUNDVANTAGE TR - POLE FOCU GR ETF | $9.9M | 2.8% | -10% | — | — | — | — | |
| 9 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $9.6M | 2.7% | +8% | — | — | — | — | |
| 10 | $9.3M | 2.7% | -2% | +10.4% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Riverview Capital Advisers, LLC (Q2 2026)
88 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit | — | $8.7M | 2.5% | 177K | +12% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $8.6M | 2.5% | 23K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Salesforce, Inc. | Technology | $8.1M | 2.3% | 51K | +22% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNITlp unit | — | $8.0M | 2.3% | 231K | +2% | — | — | 13F |
| 15 | MARKEL GROUP INC. | Financials | $7.8M | 2.3% | 4,019 | -4% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | UNITED RENTALS, INC. | Industrials | $7.6M | 2.2% | 6,737 | -4% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | RYDER SYSTEM INC | Consumer Discretionary | $7.4M | 2.1% | 28K | -4% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | HOME DEPOT, INC. | Consumer Discretionary | $7.4M | 2.1% | 21K | +38% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ServiceNow, Inc. | Technology | $7.3M | 2.1% | 74K | +91% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $6.9M | 2.0% | 19K | -0.9% | — | — | 13F |
| 21 | CARRIER GLOBAL Corp | Industrials | $6.5M | 1.9% | 88K | -19% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SIMON PROPERTY GROUP INC. | Real Estate | $6.4M | 1.8% | 29K | -3% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Walmart Inc. | Consumer Staples | $6.3M | 1.8% | 56K | +1% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $6.1M | 1.8% | 17K | +5% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | KINDER MORGAN, INC. | Energy | $5.7M | 1.6% | 178K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - RUS 1000 VAL ETF | — | $5.4M | 1.6% | 22K | +0.3% | |||
| 27 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $5.0M | 1.4% | 64K | +59% | |||
| 28 | $NVDA | NVIDIA CORP | Technology | $4.9M | 1.4% | 25K | +8% | |||
| 29 | $ES | EVERSOURCE ENERGY | Utilities | $4.7M | 1.3% | 64K | -1% | |||
| 30 | $ENB | ENBRIDGE INC | Energy | $3.8M | 1.1% | 70K | -0.9% | |||
| 31 | $V | VISA INC. | Financials | $3.7M | 1.1% | 11K | +0.3% | |||
| 32 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $2.6M | 0.7% | 11K | New | |||
| 33 | $AFL | AFLAC INC | Financials | $2.3M | 0.7% | 20K | -0.6% | |||
| 34 | $TEM | Tempus AI, Inc. | Technology | $2.1M | 0.6% | 36K | — | |||
| 35 | $LH | LABCORP HOLDINGS INC. | Healthcare | $1.9M | 0.6% | 6,941 | +0.3% | |||
| 36 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.5% | 23K | +0.7% | |||
| 37 | $AVB | AVALONBAY COMMUNITIES INC | Real Estate | $1.7M | 0.5% | 9,064 | -2% | |||
| 38 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.5M | 0.4% | 1,489 | +0.5% | |||
| 39 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.5M | 0.4% | 12K | +286% | |||
| 40 | $OTIS | Otis Worldwide Corp | Industrials | $1.4M | 0.4% | 19K | -26% | |||
| 41 | $STWD | STARWOOD PROPERTY TRUST, INC. | Real Estate | $1.4M | 0.4% | 83K | -16% | |||
| 42 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.3% | 17K | -0.5% | |||
| 43 | — | ISHARES TR - U.S. TECH ETF | — | $1.1M | 0.3% | 9,834 | — | |||
| 44 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.1M | 0.3% | 7,477 | +113% | |||
| 45 | $EFT | Eaton Vance Floating-Rate Income Trust | — | $1.0M | 0.3% | 21K | New | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $892K | 0.3% | 2,725 | +1% | |||
| 47 | $META | Meta Platforms, Inc. | Technology | $885K | 0.3% | 1,572 | +4% | |||
| 48 | — | VANGUARD WORLD FD - INF TECH ETF | — | $848K | 0.2% | 7,097 | +701% | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $770K | 0.2% | 5,630 | -12% | |||
| 50 | $SPY | SPDR S&P 500 ETF TRUST | — | $740K | 0.2% | 991 | +0.2% | |||
| 51 | $PHG | KONINKLIJKE PHILIPS NV | Healthcare | $691K | 0.2% | 25K | +4% | |||
| 52 | $CAVA | CAVA GROUP, INC. | Consumer Discretionary | $690K | 0.2% | 8,793 | -5% | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $666K | 0.2% | 2,623 | -11% | |||
| 54 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $626K | 0.2% | 1,738 | +0.2% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $605K | 0.2% | 504 | -1.0% | |||
| 56 | $BA | BOEING CO | Industrials | $553K | 0.2% | 2,553 | +52% | |||
| 57 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $552K | 0.2% | 3,233 | New | |||
| 58 | $BX | Blackstone Inc. | Financials | $510K | 0.1% | 4,337 | +1% | |||
| 59 | $LAR | Lithium Argentina AG | Materials | $503K | 0.1% | 61K | — | |||
| 60 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $492K | 0.1% | 716 | +0.3% | |||
| 61 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $482K | 0.1% | 1,590 | -4% | |||
| 62 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $454K | 0.1% | 15K | — | |||
| 63 | $PEP | PEPSICO INC | Consumer Staples | $436K | 0.1% | 3,217 | +7% | |||
| 64 | $ORCL | ORACLE CORP | Technology | $435K | 0.1% | 2,966 | -0.2% | |||
| 65 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $408K | 0.1% | 7,610 | +0.0% | |||
| 66 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $377K | 0.1% | 5,000 | New | |||
| 67 | $MA | Mastercard Inc | Financials | $371K | 0.1% | 722 | -3% | |||
| 68 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $349K | 0.1% | 5,853 | +0.1% | |||
| 69 | $SYK | STRYKER CORP | Healthcare | $321K | 0.1% | 1,020 | -26% | |||
| 70 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $305K | 0.1% | 639 | New | |||
| 71 | $SHOP | SHOPIFY INC. | Technology | $302K | 0.1% | 2,643 | +0.8% | |||
| 72 | — | ISHARES TR - CORE S&P500 ETF | — | $298K | 0.1% | 398 | +0.3% | |||
| 73 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $290K | 0.1% | 6,373 | — | |||
| 74 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $265K | 0.1% | 456 | New | |||
| 75 | $DKNG | DraftKings Inc. | Communication Services | $262K | 0.1% | 10K | — | |||
| 76 | $LRCX | LAM RESEARCH CORP | Technology | $259K | 0.1% | 598 | New | |||
| 77 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $253K | 0.1% | 4,445 | +0.5% | |||
| 78 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $249K | 0.1% | 887 | +2% | |||
| 79 | $IMNN | Imunon, Inc. | Healthcare | $248K | 0.1% | 34K | — | |||
| 80 | — | ISHARES TR - SELECT DIVID ETF | — | $240K | 0.1% | 1,538 | +0.8% | |||
| 81 | $DHR | DANAHER CORP /DE/ | Healthcare | $228K | 0.1% | 1,198 | New | |||
| 82 | $SPOT | Spotify Technology S.A. | Communication Services | $225K | 0.1% | 490 | +15% | |||
| 83 | $IBIT | iShares Bitcoin Trust ETF | Financials | $216K | 0.1% | 6,483 | -60% | |||
| 84 | $MS | MORGAN STANLEY | Financials | $205K | 0.1% | 979 | New | |||
| 85 | $ACVA | ACV Auctions Inc. | Industrials | $115K | 0.0% | 16K | — | |||
| 86 | $INDI | indie Semiconductor, Inc. | Technology | $73K | 0.0% | 16K | — | |||
| 87 | $CLRB | Cellectar Biosciences, Inc. | Healthcare | $50K | 0.0% | 10K | — | |||
| 88 | $SERA | SERA PROGNOSTICS, INC. | Healthcare | $23K | 0.0% | 13K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 9 new, 38 added to, 30 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$DKSDICK'S SPORTING GOODS, INC.$2.6M
first bought this quarter
$EFTEaton Vance Floating-Rate Income Trust$1.0M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$552Kfirst bought this quarter
- VANECK ETF TRUST - GOLD MINERS ETF$377K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$305K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$265K
first bought this quarter
+3 more in the Excel export
Added to (38)
- VANGUARD INDEX FDS - MID CAP ETF+302%
now $18.5M
- VANGUARD INDEX FDS - GROWTH ETF+564%
now $12.4M
now $7.3M · held 4 qtrs, 4 adds in a row
now $7.4M · held 10+ qtrs
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+59%
now $5.0M
now $8.1M · held 2 qtrs, 2 adds in a row
+32 more in the Excel export
Trimmed (30)
now $24.5M · held 10+ qtrs, 3 trims in a row
now $25.4M · held 10+ qtrs
$CARRCARRIER GLOBAL Corp-19%
now $6.5M · held 10+ qtrs, 3 trims in a row
- FUNDVANTAGE TR - POLE FOCU GR ETF-10%
now $9.9M
$OTISOtis Worldwide Corp-26%
now $1.4M · held 2 qtrs
now $7.8M · held 4 qtrs
+24 more in the Excel export
Holdings by quarter
Every 13F Riverview Capital Advisers, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Riverview Capital Advisers?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Riverview Capital Advisers's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+4.6%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 24% over the last 4
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Riverview Capital Advisers, LLC disclosed 88 positions worth $348.8M in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 7.3% of the equity portfolio, followed by $BRK.B and $AAPL. During the quarter the fund opened 9 new positions and exited 7 — including a new stake in $DKS and a full exit from $BXP. The portfolio is most concentrated in Other (27.1% of disclosed assets). All figures are sourced directly from Riverview Capital Advisers, LLC’s Form 13F-HR filing with the SEC under CIK 1962933.
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AI-Powered Hedge Fund Analysis: Riverview Capital Advisers, LLC
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Every holding in Riverview Capital Advisers, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.