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Riverview Capital Advisers, LLC 13F Filing (Q2 2026) — Top Positions & Stock Picks
Riverview Capital Advisers, LLCCIK: 0001962933
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$348.8M
Reporting period: 2026-06-30 · Number of holdings: 88
Riverview Capital Advisers, LLC disclosed 88 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $348.8M and a quarterly turnover rate of 23.7%.
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Personality snowflake
- Concentration
- 14.49
- Portfolio Stability
- 23.72
- Momentum
- 100
- Sector conviction
- 60.03
- Diversification
- 100
- Sizing Uniformity
- 85.12
Riverview Capital Advisers, LLC's disclosed holdings carry a Herfindahl concentration index of 0.036 — mathematically equivalent to about 28 equally-sized positions, well below its 88 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.49), with a handful of outsized bets alongside many smaller positions.
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 65% 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.govAdd MU
-8.2% $16.7M
Sold out BXP
Trim BRK-B
-0.3% $989.5K
Add NOW
+90.8% $3.3M
New buy DKS
Trim AMZN
-5.9% $1.8M
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 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.28% | -0.59% | -5.94% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.25% | -0.86% | -0.34% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.15% | -0.09% | +0.89% | |
| 4 | MU | Micron Technology Inc | Stock-Tech | 7.03% | +4.42% | -8.22% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.29% | -0.18% | +301.88% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.56% | +0.40% | +563.77% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.51% | -0.12% | -0.58% | |
| 8 | PCLG | Polen Focus Growth ETF | ETF-Other | 2.83% | -0.59% | -9.50% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.74% | +0.06% | +8.24% | |
| 10 | PK | Park Hotels & Resorts Inc | Stock-Real Estate | 2.67% | +0.33% | -1.85% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 2.50% | +0.26% | +11.76% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.42% | -1.39% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 2.31% | -0.31% | +22.28% | |
| 14 | CGXU | Cap Group Intl Focus | ETF-Other | 2.29% | +0.07% | +2.36% | |
| 15 | MKL | Markel Group Inc | Stock-Financials | 2.25% | -0.43% | -4.22% | |
| 16 | URI | United Rentals Inc | Stock-Industrials | 2.19% | +0.48% | -4.09% | |
| 17 | R | Ryder System Inc | Stock-Industrials | 2.12% | +0.12% | -4.21% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 2.11% | +0.45% | +37.82% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 2.09% | +0.74% | +90.80% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.98% | -0.03% | -0.87% | |
| 21 | CARR | Carrier Global CORP | Stock-Industrials | 1.85% | -0.20% | -19.38% | |
| 22 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.83% | -0.01% | -3.29% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.81% | -0.47% | +1.39% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.19% | +5.03% | |
| 25 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.63% | -0.42% | -2.69% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.56% | -0.04% | +0.26% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.44% | +0.39% | +59.40% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.08% | +7.59% | |
| 29 | ES | Eversource Energy | Stock-Utilities | 1.33% | -0.18% | -1.31% | |
| 30 | ENB | Enbridge Inc | Stock-Energy | 1.09% | -0.19% | -0.92% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | -0.03% | +0.27% | |
| 32 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.74% | +0.74% | NEW | |
| 33 | AFL | Aflac Inc | Stock-Financials | 0.67% | -0.06% | -0.58% | |
| 34 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 0.61% | +0.06% | — | |
| 35 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.56% | -0.06% | +0.27% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.04% | +0.70% | |
| 37 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.49% | -0.01% | -1.84% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.01% | +0.47% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.02% | +286.03% | |
| 40 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.39% | -0.27% | -25.80% | |
| 41 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.39% | -0.17% | -15.83% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.20% | -0.51% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.32% | -0.06% | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | +0.17% | +113.02% | |
| 45 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.29% | +0.29% | NEW | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | +1.04% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.04% | +4.31% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | +0.03% | +701.02% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.14% | -11.55% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | — | +0.20% |
1–50 of 88
Portfolio Performance
Performance for Q3 2026
+2.9%
Performance Last 4 Quarters
+22.5%
- Stdev
- +14.4%
- Beta
- +1.07
- Alpha
- -4.7%
- Max Drawdown
- -12.4%
- Annualized Perf
- +16.9%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +2.31
- Stutzer
- +0.34
- Treynor
- +0.16
- Sterling
- +0.97
- Calmar
- +1.36
- Information Ratio
- -0.77
- Tracking Error
- +4.3%
- Stdev Down
- +7.2%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +34.1%
- Worst 12 Months
- +2.7%
- Efficiency Ratio
- +0.48
- Sharpe
- +1.16
- Stdev Sectors
- +10%
- Skewness
- +0.29
- Kurtosis
- -0.04
- Upside Potential
- +4.04
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 88 | $348.8M | 24 | ||
| 2026 Q1 | 86 | $299.7M | 28 | ||
| 2025 Q4 | 91 | $330.5M | 11 | ||
| 2025 Q3 | 98 | $345.8M | 45 | ||
| 2025 Q2 | 97 | $349.0M | 0 | ||
| 2025 Q1 | 88 | $318.2M | 0 | ||
| 2024 Q4 | 91 | $331.4M | 0 | ||
| 2024 Q3 | 83 | $324.7M | 0 | ||
| 2024 Q2 | 83 | $296.8M | 0 | ||
| 2024 Q1 | 80 | $290.5M | 0 | ||
| 2023 Q4 | 79 | $260.6M | 0 | ||
| 2023 Q3 | 79 | $225.8M | 0 | ||
| 2023 Q2 | 78 | $227.7M | 0 | ||
| 2023 Q1 | 80 | $232.4M | 0 | ||
| 2022 Q4 | 73 | $186.2M | 0 | ||
| 2022 Q3 | 73 | $159.4M | 0 | ||
| 2022 Q2 | 81 | $180.8M | 0 | ||
| 2022 Q1 | 97 | $217.1M | 0 | ||
| 2021 Q4 | 104 | $224.7M | 0 |
Holding changes this quarter
Riverview Capital Advisers, LLC's most significant position changes for 2026-06-30: Sold out: Bxp Inc (BXP); New buy: Dick's Sporting Goods Inc (DKS); Sold out: Ishares Msci India ETF (INDA); New buy: Eaton Vance Floating-rate (EVLN); Sold out: Sirius Xm Holdings Inc (SIRI).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +4.4% | -8.22% | Trim |
| 2 | NOW | Servicenow Inc | +0.7% | +90.80% | Add |
| 3 | DKS | Dick's Sporting Goods Inc | +0.7% | NEW | New buy |
| 4 | URI | United Rentals Inc | +0.5% | -4.09% | Trim |
| 5 | HD | Home Depot Inc | +0.5% | +37.82% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.4% | +563.77% | Add |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +59.40% | Add |
| 8 | PK | Park Hotels & Resorts Inc | +0.3% | -1.85% | Trim |
| 9 | EVLN | Eaton Vance Floating-rate | +0.3% | NEW | New buy |
| 10 | CGDV | Cap Group Dividend Value | +0.3% | +11.76% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.03% | Add |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.2% | +113.02% | Add |
| 13 | ✓ | +0.2% | NEW | New buy | |
| 14 | R | Ryder System Inc | +0.1% | -4.21% | Trim |
| 15 | GDX | Vaneck Gold Miners ETF | +0.1% | NEW | New buy |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 17 | NVDA | Nvidia CORP | +0.1% | +7.59% | Add |
| 18 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 19 | CGXU | Cap Group Intl Focus | +0.1% | +2.36% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 21 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 22 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.24% | Add |
| 23 | TEM | Tempus Ai Inc-cl A | +0.1% | — | Unchanged |
| 24 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 25 | BA | Boeing Co/the | +0.1% | +52.15% | Add |
| 26 | VGT | Vanguard Info Tech ETF | 0% | +701.02% | Add |
| 27 | GS | Goldman Sachs Group Inc | 0% | +0.47% | Add |
| 28 | LLY | Eli Lilly & Co | 0% | -0.98% | Trim |
| 29 | ACVA | Acv Auctions Inc-a | 0% | — | Unchanged |
| 30 | DKNG | Draftkings Inc-cl A | 0% | — | Unchanged |
| 31 | JPM | Jpmorgan Chase & Co | — | +1.04% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.20% | Add |
| 33 | ✓ | Lithium Argentina AG F | — | — | Unchanged |
| 34 | VIS | Vanguard Industrials ETF | — | +0.23% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | — | +0.28% | Add |
| 36 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 37 | VB | Vanguard Small-cap ETF | — | -3.75% | Trim |
| 38 | IBM | Intl Business Machines CORP | — | +2.31% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | — | +0.25% | Add |
| 40 | BAC | Bank Of America CORP | — | +0.47% | Add |
| 41 | INDI | Indie Semiconductor Inc-a | — | — | Unchanged |
| 42 | SERA | Sera Prognostics Inc-a | — | — | Unchanged |
| 43 | SPG | Simon Property Group Inc | 0% | -3.29% | Trim |
| 44 | AVB | Avalonbay Communities Inc | 0% | -1.84% | Trim |
| 45 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.12% | Add |
| 46 | XLF | Ss Financial Select Sector | 0% | +0.04% | Add |
| 47 | SPOT | Spotify Technology S.A. | 0% | +15.29% | Add |
| 48 | BX | Blackstone Inc | 0% | +1.07% | Add |
| 49 | SHOP | Shopify Inc - Class A | 0% | +0.76% | Add |
| 50 | DVY | Ishares Select Dividend ETF | 0% | +0.79% | Add |
1–50 of 95
💡
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 Riverview Capital Advisers, LLC and what type of investor is it?
Riverview Capital Advisers, 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $348.8M, spread across 88 disclosed positions.
What are Riverview Capital Advisers, LLC's largest equity positions?
Based on the latest 13F filing, Riverview Capital Advisers, LLC's top holdings by market value are:
1. Amazon.com Inc (AMZN) — $25.4M (7.3%)
2. Berkshire Hathaway Inc-cl B (BRK-B) — $25.3M (7.3%)
3. Apple Inc (AAPL) — $24.9M (7.2%)
4. Micron Technology Inc (MU) — $24.5M (7.0%)
5. Vanguard Mid-cap ETF (VO) — $18.5M (5.3%)
What changes did Riverview Capital Advisers, LLC make in its most recent portfolio filing?
In the latest reported quarter, Riverview Capital Advisers, LLC made 84 notable position adjustments: 9 new positions were initiated, 38 existing holdings were added to, 30 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Bxp Inc (BXP); New buy: Dick's Sporting Goods Inc (DKS); Sold out: Ishares Msci India ETF (INDA); New buy: Eaton Vance Floating-rate (EVLN); Sold out: Sirius Xm Holdings Inc (SIRI)
What sectors does Riverview Capital Advisers, LLC focus on?
Riverview Capital Advisers, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 35.3%
• Consumer Discretionary: 21.4%
• Industrials: 10.3%
• Real Estate: 8.3%
• Financials: 7.8%
• Energy: 4.5%
Investment Profile
Riverview Capital Advisers, LLC returned an annualized 16.9% over the trailing 36 months — underperforming the S&P 500 by 4.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.07 (roughly in line with the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 35.3% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 24 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$17.8M, now $24.5M), while trimming MSFT over the same stretch (-$2.7M, still holding $8.6M).
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Developer Access
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REST API
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