Riverview Capital Advisers, LLC

CIK

1962933

Location

BOSTON, MA

Portfolio Value

Small $219,790,558

Diversification

Diversified

Filing Date

Global Rank

#3,665 / 8,232 ▲ 37

Top Industry

Insurance - Diversified 11.1%

3Y Alpha vs SPY

-5.6%

Period ended 2 months ago

Filed May 14, 2026 · 30d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.2%

SPY

+76.5%

Annualised alpha

-5.6%

Max drawdown

−20.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.1%

+0.3 pts

Top 5

40.6%

−0.7 pts

Top 10

57.6%

−0.7 pts

HHI

511

Diversified+14

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.2%	$55,298,211	11
Financial Services	18.6%	$40,910,283	9
Consumer Cyclical	18.5%	$40,665,045	7
Real Estate	10.3%	$22,706,177	6
Industrials	8.9%	$19,559,199	5
Energy	5.0%	$11,053,830	3
Consumer Defensive	4.1%	$9,004,934	3
Communication Services	3.7%	$8,104,316	5
Healthcare	2.7%	$5,959,639	9
Utilities	2.1%	$4,522,390	1
Unclassified	0.7%	$1,600,484	3
Basic Materials	0.2%	$406,050	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+36,764	38,559	$4,031,343
SG	Sweetgreen, Inc.	+11,000	34,200	$177,498
IBIT	iShares Bitcoin Trust ETF	+10,000	16,165	$621,059
CSGP	Costar Group, Inc.	+2,909	5,972	$240,910
SIRI	Sirius Xm Holdings Inc.	+2,363	31,752	$732,836
WMT	Walmart Inc.	+1,670	55,009	$6,836,518
KMI	Kinder Morgan, Inc.	+897	183,159	$6,141,321
GOOGL	Alphabet Inc.	+641	16,329	$4,695,567
V	Visa Inc.	+373	10,776	$3,256,938
BRK-B	Berkshire Hathaway Inc	+337	50,712	$24,301,190
SHOP	Shopify Inc.	+335	2,623	$311,140
R	Ryder System Inc	+219	29,228	$5,983,263
META	Meta Platforms, Inc.	+130	1,507	$862,199
AFL	Aflac Inc	+107	19,987	$2,192,773
AMZN	Amazon Com Inc	+107	113,232	$23,582,828
NFLX	Netflix Inc	+40	16,720	$1,607,628
ORCL	Oracle Corp	+39	2,972	$437,210
SPY	Spdr S&P 500 ETF Trust	+37	989	$643,186
XOM	Exxon Mobil Corp	+31	6,365	$1,079,885
MKL	Markel Group Inc.	+20	4,196	$8,031,437
LH	Labcorp Holdings Inc.	+17	6,922	$1,846,858
GS	Goldman Sachs Group Inc	+8	1,482	$1,253,757
MA	Mastercard Inc	+7	744	$371,747
SYK	Stryker Corp	+3	1,373	$451,154
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
SPG	Simon Property Group Inc.	−22,474	29,525	$5,507,298
PK	Park Hotels & Resorts Inc.	−12,200	665,678	$7,009,589
STWD	Starwood Property Trust, Inc.	−10,986	98,021	$1,687,921
AVB	Avalonbay Communities Inc	−7,485	9,234	$1,508,373
JNJ	Johnson & Johnson	−4,221	2,950	$721,098
AAPL	Apple Inc.	−3,708	85,442	$21,684,325
CARR	CARRIER GLOBAL Corp	−2,684	109,132	$6,145,222
DKNG	DraftKings Inc.	−1,705	10,378	$224,372
BXP	BXP, Inc.	−1,364	130,098	$6,752,086
ENB	Enbridge Inc	−1,324	70,791	$3,832,624
MU	Micron Technology Inc	−350	23,152	$7,821,671
ES	Eversource Energy	−285	65,277	$4,522,390
KO	Coca Cola Co	−174	22,377	$1,701,770
BAC	Bank Of America Corp /De/	−162	4,424	$215,670
URI	United Rentals, Inc.	−125	7,024	$5,117,405
HD	Home Depot, Inc.	−91	15,128	$4,975,447
PEP	Pepsico Inc	−76	3,005	$466,646
BX	Blackstone Inc.	−64	4,291	$493,422
MSFT	Microsoft Corp	−50	23,429	$8,672,712
NVDA	Nvidia Corp	−10	22,857	$3,986,260
JPM	Jpmorgan Chase & Co	−2	2,697	$793,349
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	42,067	$7,852,646
OTIS	Otis Worldwide Corp	25,679	$1,979,337
BA	Boeing Co	1,678	$333,972
IBM	International Business Machines Corp	867	$210,152
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
EQR	Equity Residential	54,995	$3,466,884
TOL	Toll Brothers, Inc.	24,217	$3,274,622
PSA	Public Storage	12,206	$3,167,457
PSX	Phillips 66	21,282	$2,746,229
VICI	Vici Properties Inc.	93,419	$2,626,942
ABNB	Airbnb, Inc.	14,527	$1,971,604
UBER	Uber Technologies, Inc	7,098	$579,977
DHR	Danaher Corp /De/	1,051	$240,594
ACN	Accenture plc	811	$217,591
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $219,790,558 total · as of Mar 31, 2026

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

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	50,712	+337	$24,301,190	−4.0%	11.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	113,232	+107	$23,582,828	−9.7%	10.73%
AAPL	Apple Inc. Technology	Reduced	85,442	-3,708	$21,684,325	−10.5%	9.87%
TSLA	Tesla, Inc. Consumer Cyclical	Held	29,285	0	$10,886,698	−17.3%	4.95%
MSFT	Microsoft Corp Technology	Reduced	23,429	-50	$8,672,712	−23.6%	3.95%
MKL	Markel Group Inc. Financial Services	Added	4,196	+20	$8,031,437	−10.5%	3.65%
CRM	Salesforce, Inc. Technology	NEW	42,067	NEW	$7,852,646	NEW	3.57%
MU	Micron Technology Inc Technology	Reduced	23,152	-350	$7,821,671	+16.6%	3.56%
PK	Park Hotels & Resorts Inc. Real Estate	Reduced	665,678	-12,200	$7,009,589	−1.1%	3.19%
WMT	Walmart Inc. Consumer Defensive	Added	55,009	+1,670	$6,836,518	+15.0%	3.11%
BXP	BXP, Inc. Real Estate	Reduced	130,098	-1,364	$6,752,086	−23.9%	3.07%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	109,132	-2,684	$6,145,222	+4.0%	2.80%
KMI	Kinder Morgan, Inc. Energy	Added	183,159	+897	$6,141,321	+22.6%	2.79%
R	Ryder System Inc Industrials	Added	29,228	+219	$5,983,263	+7.8%	2.72%
SPG	Simon Property Group Inc. Real Estate	Reduced	29,525	-22,474	$5,507,298	−42.8%	2.51%
URI	United Rentals, Inc. Industrials	Reduced	7,024	-125	$5,117,405	−11.6%	2.33%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	15,128	-91	$4,975,447	−5.0%	2.26%
GOOGL	Alphabet Inc. Communication Services	Added	16,329	+641	$4,695,567	−4.4%	2.14%
ES	Eversource Energy Utilities	Reduced	65,277	-285	$4,522,390	+2.4%	2.06%
NOW	ServiceNow, Inc. Technology	Added	38,559	+36,764	$4,031,343	+1366.1%	1.83%
NVDA	Nvidia Corp Technology	Reduced	22,857	-10	$3,986,260	−6.5%	1.81%
ENB	Enbridge Inc Energy	Reduced	70,791	-1,324	$3,832,624	+11.1%	1.74%
V	Visa Inc. Financial Services	Added	10,776	+373	$3,256,938	−10.7%	1.48%
AFL	Aflac Inc Financial Services	Added	19,987	+107	$2,192,773	+0.0%	1.00%
OTIS	Otis Worldwide Corp Industrials	NEW	25,679	NEW	$1,979,337	NEW	0.90%
LH	Labcorp Holdings Inc. Healthcare	Added	6,922	+17	$1,846,858	+6.6%	0.84%
KO	Coca Cola Co Consumer Defensive	Reduced	22,377	-174	$1,701,770	+7.9%	0.77%
STWD	Starwood Property Trust, Inc. Real Estate	Reduced	98,021	-10,986	$1,687,921	−14.0%	0.77%
TEM	Tempus AI, Inc. Healthcare	Held	36,441	0	$1,647,862	−23.4%	0.75%
NFLX	Netflix Inc Communication Services	Added	16,720	+40	$1,607,628	+2.8%	0.73%
AVB	Avalonbay Communities Inc Real Estate	Reduced	9,234	-7,485	$1,508,373	−50.2%	0.69%
GS	Goldman Sachs Group Inc Financial Services	Added	1,482	+8	$1,253,757	−3.2%	0.57%
XOM	Exxon Mobil Corp Energy	Added	6,365	+31	$1,079,885	+41.7%	0.49%
META	Meta Platforms, Inc. Communication Services	Added	1,507	+130	$862,199	−5.1%	0.39%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,697	-2	$793,349	−8.8%	0.36%
CAVA	Cava Group, Inc. Consumer Cyclical	Held	9,272	0	$750,104	+37.8%	0.34%
SIRI	Sirius Xm Holdings Inc. Communication Services	Added	31,752	+2,363	$732,836	+24.7%	0.33%
JNJ	Johnson & Johnson Healthcare	Reduced	2,950	-4,221	$721,098	−51.4%	0.33%
PHG	Koninklijke Philips NV Healthcare	Held	24,503	0	$671,382	+1.2%	0.31%
SPY	Spdr S&P 500 ETF Trust	Added	989	+37	$643,186	−0.9%	0.29%
IBIT	iShares Bitcoin Trust ETF	Added	16,165	+10,000	$621,059	+102.9%	0.28%
BX	Blackstone Inc. Financial Services	Reduced	4,291	-64	$493,422	−26.5%	0.22%
LLY	ELI LILLY & Co Healthcare	Held	509	0	$468,162	−14.4%	0.21%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,005	-76	$466,646	+5.5%	0.21%
SYK	Stryker Corp Healthcare	Added	1,373	+3	$451,154	−6.3%	0.21%
ORCL	Oracle Corp Technology	Added	2,972	+39	$437,210	−23.5%	0.20%
LAR	Lithium Argentina AG Basic Materials	Held	60,786	0	$406,050	+19.7%	0.18%
MA	Mastercard Inc Financial Services	Added	744	+7	$371,747	−11.6%	0.17%
GBTC	Grayscale Bitcoin Trust ETF	Held	6,373	0	$336,239	−22.8%	0.15%
BA	Boeing Co Industrials	NEW	1,678	NEW	$333,972	NEW	0.15%