RA
Riverside Advisors LLC Historical SEC 13F Holdings & Archive (Q2 2013)
Riverside Advisors LLCCIK: 0001282495
Sector-focusedQuality / disciplined sizingLong-term holder
Total reported value
$14.7M
Reporting period: 2013-06-30 · Number of holdings: 18
RIVERSIDE ADVISORS LLC disclosed 18 holdings in its latest 13F filing for the period ending 2013-06-30, with total reported value of $14.7M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 24.76
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 92.77
- Diversification
- 36
- Sizing Uniformity
- 96.52
Riverside Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.062 — mathematically equivalent to about 16 equally-sized positions, close to its 18 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.35), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 43% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Banco Latinoamericano Come | Stock-Other | 13.03% | — | — | — |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 5.95% | — | — | — |
| 3 | CVS | Cvs Health CORP | Stock-Healthcare | 5.60% | — | — | — |
| 4 | CI | The Cigna Group | Stock-Healthcare | 5.56% | — | — | — |
| 5 | UNM | Unum Group | Stock-Financials | 5.54% | — | — | — |
| 6 | CELG | Celgene CORP | Stock-Other | 5.42% | — | — | — |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 5.34% | — | — | — |
| 8 | DG | Dollar General CORP | Stock-Consumer Staples | 5.24% | — | — | — |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 5.24% | — | — | — |
| 10 | MDT | Medtronic plc | Stock-Healthcare | 5.23% | — | — | — |
| 11 | INTC | Intel CORP | Stock-Tech | 5.21% | — | — | — |
| 12 | GD | General Dynamics CORP | Stock-Industrials | 5.19% | — | — | — |
| 13 | TWXCHF | Time Warner Inc | Stock-Other | 5.09% | — | — | — |
| 14 | COP | Conocophillips | Stock-Energy | 5.03% | — | — | — |
| 15 | AAPL | Apple Inc | Stock-Tech | 4.59% | — | — | — |
| 16 | ✓ | Stock-Other | 4.59% | — | — | — | |
| 17 | ✓ | Oracle CORP | Stock-Other | 4.16% | — | — | — |
| 18 | BAP | Credicorp Ltd. | Stock-Financials | 3.99% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Riverside Advisors LLC and what type of investor is it?
Riverside Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-06-30), the firm manages a tracked equity portfolio valued at approximately $14.7M, spread across 18 disclosed positions.
What are Riverside Advisors LLC's largest equity positions?
Based on the latest 13F filing, Riverside Advisors LLC's top holdings by market value are:
1. Banco Latinoamericano Come — $1.9M (13.0%)
2. Mastercard Inc - A (MA) — $873.0K (6.0%)
3. Cvs Health CORP (CVS) — $822.0K (5.6%)
4. The Cigna Group (CI) — $815.0K (5.6%)
5. Unum Group (UNM) — $813.0K (5.5%)
What changes did Riverside Advisors LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Riverside Advisors LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Riverside Advisors LLC focus on?
Riverside Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 38.8%
• Information Technology: 35.4%
• Financials: 14.0%
• Energy: 11.8%
Investment Profile
Riverside Advisors LLC's portfolio is broadly diversified and long-term-holding, with 38.8% of the portfolio concentrated in Health Care.
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Developer Access
Access Riverside Advisors LLC's institutional profile programmatically:
REST API
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