CIK: 0001282495
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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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.
No holding changes 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% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2013-06-30 | 2013-08-09 | 13F-HR | View on EDGAR |
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