Riverview Capital Advisers, LLC

CIK

1962933

Location

BOSTON, MA

Portfolio Value

Small $281,624,773

Diversification

Diversified

Filing Date

Global Rank

#3,760 / 8,517 ▲ 285

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

-0.5%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.5%

SPY

+75.3%

Annualised alpha

-0.4%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

69 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.0%

−1.3 pts

Top 5

39.9%

+2.0 pts

Top 10

55.6%

+1.2 pts

HHI

467

Diversified+0

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$80,260,738	13
Consumer Cyclical	17.3%	$48,638,289	7
Financial Services	15.2%	$42,913,801	10
Unclassified	9.9%	$27,995,386	7
Industrials	8.5%	$23,939,801	6
Real Estate	6.7%	$18,758,564	4
Energy	3.6%	$10,269,865	3
Consumer Defensive	3.0%	$8,583,913	3
Communication Services	3.0%	$8,427,455	4
Healthcare	2.4%	$6,678,556	10
Utilities	1.7%	$4,655,705	1
Basic Materials	0.2%	$502,700	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+35,012	73,571	$7,304,128
CGDV	Capital Group Dividend Value ETF	+18,576	176,590	$8,702,355
CRM	Salesforce, Inc.	+9,371	51,438	$8,058,277
HD	Home Depot, Inc.	+5,722	20,850	$7,353,378
VIG	Vanguard Dividend Appreciation ETF	+3,078	40,444	$9,569,859
NVDA	Nvidia Corp	+1,734	24,591	$4,920,413
PHG	Koninklijke Philips NV	+909	25,412	$690,952
BA	Boeing Co	+875	2,553	$552,647
GOOGL	Alphabet Inc.	+822	17,151	$6,129,252
WMT	Walmart Inc.	+766	55,775	$6,317,076
AAPL	Apple Inc.	+757	86,199	$24,942,542
PEP	Pepsico Inc	+212	3,217	$435,581
KO	Coca Cola Co	+156	22,533	$1,831,256
SPOT	Spotify Technology S.A.	+65	490	$224,973
META	Meta Platforms, Inc.	+65	1,572	$885,491
BX	Blackstone Inc.	+46	4,337	$510,334
V	Visa Inc.	+29	10,805	$3,707,087
JPM	Jpmorgan Chase & Co	+28	2,725	$891,974
BAC	Bank Of America Corp /De/	+21	4,445	$253,276
SHOP	Shopify Inc.	+20	2,643	$301,777
IBM	International Business Machines Corp	+20	887	$249,433
LH	Labcorp Holdings Inc.	+19	6,941	$1,943,480
GS	Goldman Sachs Group Inc	+7	1,489	$1,505,929
SPY	Spdr S&P 500 ETF Trust	+2	991	$740,049
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CARR	CARRIER GLOBAL Corp	−21,153	87,979	$6,453,259
STWD	Starwood Property Trust, Inc.	−15,516	82,505	$1,351,431
PK	Park Hotels & Resorts Inc.	−12,308	653,370	$9,310,522
IBIT	iShares Bitcoin Trust ETF	−9,682	6,483	$215,819
AMZN	Amazon Com Inc	−6,723	106,509	$25,385,355
OTIS	Otis Worldwide Corp	−6,626	19,053	$1,364,194
KMI	Kinder Morgan, Inc.	−4,936	178,223	$5,697,789
MU	Micron Technology Inc	−1,902	21,250	$24,528,662
R	Ryder System Inc	−1,230	27,998	$7,385,032
SPG	Simon Property Group Inc.	−970	28,555	$6,386,325
ES	Eversource Energy	−856	64,421	$4,655,705
XOM	ExxonMobil Holdings Corp	−735	5,630	$769,733
ENB	Enbridge Inc	−650	70,141	$3,802,343
CAVA	Cava Group, Inc.	−479	8,793	$690,074
SYK	Stryker Corp	−353	1,020	$321,136
JNJ	Johnson & Johnson	−327	2,623	$666,163
MSFT	Microsoft Corp	−325	23,104	$8,618,254
URI	United Rentals, Inc.	−287	6,737	$7,632,279
MKL	Markel Group Inc.	−177	4,019	$7,849,147
BRK-B	Berkshire Hathaway Inc	−170	50,542	$25,290,711
AVB	Avalonbay Communities Inc	−170	9,064	$1,710,286
TSLA	Tesla, Inc.	−170	29,115	$12,245,769
AFL	Aflac Inc	−116	19,871	$2,329,874
NFLX	Netflix Inc	−85	16,635	$1,187,739
VB	Vanguard Morningstar Small-Cap ETF	−62	1,590	$481,960
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
CGXU	Capital Group International Focus Equity ETF	230,943	$7,995,246
DKS	Dick's Sporting Goods, Inc.	11,402	$2,586,087
SPCX	Space Exploration Technologies Corp	3,233	$552,390
TSM	Taiwan Semiconductor Manufacturing Co Ltd	639	$305,167
AMD	Advanced Micro Devices Inc	456	$264,894
LRCX	Lam Research Corp	598	$259,131
DHR	Danaher Corp /De/	1,198	$228,195
MS	Morgan Stanley	979	$204,650
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BXP	BXP, Inc.	130,098	$6,752,086
SIRI	Sirius Xm Holdings Inc.	31,752	$732,836
CSGP	Costar Group, Inc.	5,972	$240,910
MSTR	Strategy Inc	1,908	$238,118
SG	Sweetgreen, Inc.	34,200	$177,498
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $281,624,773 total · filing declares 88 positions · $348,774,038 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	106,509	-6,723	$25,385,355	+7.6%	9.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	50,542	-170	$25,290,711	+4.1%	8.98%
AAPL	Apple Inc. Technology	Added	86,199	+757	$24,942,542	+15.0%	8.86%
MU	Micron Technology Inc Technology	Reduced	21,250	-1,902	$24,528,662	+213.6%	8.71%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	29,115	-170	$12,245,769	+12.5%	4.35%
VIG	Vanguard Dividend Appreciation ETF	Added	40,444	+3,078	$9,569,859	+19.1%	3.40%
PK	Park Hotels & Resorts Inc. Real Estate	Reduced	653,370	-12,308	$9,310,522	+32.8%	3.31%
CGDV	Capital Group Dividend Value ETF	Added	176,590	+18,576	$8,702,355	+29.5%	3.09%
MSFT	Microsoft Corp Technology	Reduced	23,104	-325	$8,618,254	−0.6%	3.06%
CRM	Salesforce, Inc. Technology	Added	51,438	+9,371	$8,058,277	+2.6%	2.86%
CGXU	Capital Group International Focus Equity ETF	NEW	230,943	NEW	$7,995,246	NEW	2.84%
MKL	Markel Group Inc. Financial Services	Reduced	4,019	-177	$7,849,147	−2.3%	2.79%
URI	United Rentals, Inc. Industrials	Reduced	6,737	-287	$7,632,279	+49.1%	2.71%
R	Ryder System Inc Industrials	Reduced	27,998	-1,230	$7,385,032	+23.4%	2.62%
HD	Home Depot, Inc. Consumer Cyclical	Added	20,850	+5,722	$7,353,378	+47.8%	2.61%
NOW	ServiceNow, Inc. Technology	Added	73,571	+35,012	$7,304,128	+81.2%	2.59%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	87,979	-21,153	$6,453,259	+5.0%	2.29%
SPG	Simon Property Group Inc. Real Estate	Reduced	28,555	-970	$6,386,325	+16.0%	2.27%
WMT	Walmart Inc. Consumer Defensive	Added	55,775	+766	$6,317,076	−7.6%	2.24%
GOOGL	Alphabet Inc. Communication Services	Added	17,151	+822	$6,129,252	+30.5%	2.18%
KMI	Kinder Morgan, Inc. Energy	Reduced	178,223	-4,936	$5,697,789	−7.2%	2.02%
NVDA	Nvidia Corp Technology	Added	24,591	+1,734	$4,920,413	+23.4%	1.75%
ES	Eversource Energy Utilities	Reduced	64,421	-856	$4,655,705	+2.9%	1.65%
ENB	Enbridge Inc Energy	Reduced	70,141	-650	$3,802,343	−0.8%	1.35%
V	Visa Inc. Financial Services	Added	10,805	+29	$3,707,087	+13.8%	1.32%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	NEW	11,402	NEW	$2,586,087	NEW	0.92%
AFL	Aflac Inc Financial Services	Reduced	19,871	-116	$2,329,874	+6.3%	0.83%
TEM	Tempus AI, Inc. Healthcare	Held	36,441	0	$2,111,027	+28.1%	0.75%
LH	Labcorp Holdings Inc. Healthcare	Added	6,941	+19	$1,943,480	+5.2%	0.69%
KO	Coca Cola Co Consumer Defensive	Added	22,533	+156	$1,831,256	+7.6%	0.65%
AVB	Avalonbay Communities Inc Real Estate	Reduced	9,064	-170	$1,710,286	+13.4%	0.61%
GS	Goldman Sachs Group Inc Financial Services	Added	1,489	+7	$1,505,929	+20.1%	0.53%
OTIS	Otis Worldwide Corp Industrials	Reduced	19,053	-6,626	$1,364,194	−31.1%	0.48%
STWD	Starwood Property Trust, Inc. Real Estate	Reduced	82,505	-15,516	$1,351,431	−19.9%	0.48%
NFLX	Netflix Inc Communication Services	Reduced	16,635	-85	$1,187,739	−26.1%	0.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,725	+28	$891,974	+12.4%	0.32%
META	Meta Platforms, Inc. Communication Services	Added	1,572	+65	$885,491	+2.7%	0.31%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,630	-735	$769,733	−28.7%	0.27%
SPY	Spdr S&P 500 ETF Trust	Added	991	+2	$740,049	+15.1%	0.26%
PHG	Koninklijke Philips NV Healthcare	Added	25,412	+909	$690,952	+2.9%	0.25%
CAVA	Cava Group, Inc. Consumer Cyclical	Reduced	8,793	-479	$690,074	−8.0%	0.25%
JNJ	Johnson & Johnson Healthcare	Reduced	2,623	-327	$666,163	−7.6%	0.24%
LLY	ELI LILLY & Co Healthcare	Reduced	504	-5	$604,512	+29.1%	0.21%
BA	Boeing Co Industrials	Added	2,553	+875	$552,647	+65.5%	0.20%
SPCX	Space Exploration Technologies Corp Industrials	NEW	3,233	NEW	$552,390	NEW	0.20%
BX	Blackstone Inc. Financial Services	Added	4,337	+46	$510,334	+3.4%	0.18%
LAR	Lithium Argentina AG Basic Materials	Held	60,786	0	$502,700	+23.8%	0.18%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	1,590	-62	$481,960	+11.4%	0.17%
PEP	Pepsico Inc Consumer Defensive	Added	3,217	+212	$435,581	−6.7%	0.15%
ORCL	Oracle Corp Technology	Reduced	2,966	-6	$434,667	−0.6%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.