Riverview Capital Advisers, LLC
CIK 0001962933
Annualised vol
13.168997%
Beta
0.634872
HHI
362.287729
Top-10 weight
49.317858%
VaR 95%
1.282837%
VaR 99%
2.357766%
Max drawdown
20.243187%
Matched value
57.828023%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| AMZN | REDUCED | 106,509 | 113,232 | -5.94% | 25,385,370 |
| AAPL | ADDED | 86,199 | 85,442 | 0.89% | 24,942,654 |
| MU | REDUCED | 21,250 | 23,152 | -8.22% | 24,528,376 |
| TSLA | REDUCED | 29,115 | 29,285 | -0.58% | 12,245,769 |
| PK | REDUCED | 653,370 | 665,678 | -1.85% | 9,310,521 |
| MSFT | REDUCED | 23,104 | 23,429 | -1.39% | 8,618,224 |
| CRM | ADDED | 51,438 | 42,067 | 22.28% | 8,058,344 |
| MKL | REDUCED | 4,019 | 4,196 | -4.22% | 7,849,148 |
| URI | REDUCED | 6,737 | 7,024 | -4.09% | 7,632,148 |
| HD | ADDED | 20,850 | 15,128 | 37.82% | 7,353,281 |
| NOW | ADDED | 73,571 | 38,559 | 90.8% | 7,304,129 |
| CARR | REDUCED | 87,979 | 109,132 | -19.38% | 6,453,224 |
| WMT | ADDED | 55,775 | 55,009 | 1.39% | 6,317,125 |
| GOOGL | ADDED | 17,151 | 16,329 | 5.03% | 6,129,395 |
| NVDA | ADDED | 24,591 | 22,857 | 7.59% | 4,920,453 |
| ES | REDUCED | 64,421 | 65,277 | -1.31% | 4,655,718 |
| ENB | REDUCED | 70,141 | 70,791 | -0.92% | 3,802,344 |
| V | ADDED | 10,805 | 10,776 | 0.27% | 3,707,003 |
| AFL | REDUCED | 19,871 | 19,987 | -0.58% | 2,329,882 |
| TEM | UNCHANGED | 36,441 | 36,441 | 0.0% | 2,111,028 |
| LH | ADDED | 6,941 | 6,922 | 0.27% | 1,943,468 |
| KO | ADDED | 22,533 | 22,377 | 0.7% | 1,831,265 |
| GS | ADDED | 1,489 | 1,482 | 0.47% | 1,505,513 |
| OTIS | REDUCED | 19,053 | 25,679 | -25.8% | 1,364,213 |
| MS | NEW | 21,992 | - | - | 1,223,866 |
| NFLX | REDUCED | 16,635 | 16,720 | -0.51% | 1,187,739 |
| JPM | ADDED | 2,725 | 2,697 | 1.04% | 891,939 |
| META | ADDED | 1,572 | 1,507 | 4.31% | 885,445 |
| CAVA | REDUCED | 8,793 | 9,272 | -5.17% | 690,075 |
| JNJ | REDUCED | 2,623 | 2,950 | -11.08% | 666,177 |
| LLY | REDUCED | 504 | 509 | -0.98% | 604,544 |
| BA | ADDED | 2,553 | 1,678 | 52.15% | 552,648 |
| BX | ADDED | 4,337 | 4,291 | 1.07% | 510,318 |
| LAR | UNCHANGED | 60,786 | 60,786 | 0.0% | 502,701 |
| PEP | ADDED | 3,217 | 3,005 | 7.05% | 435,600 |
| ORCL | REDUCED | 2,966 | 2,972 | -0.2% | 434,603 |
| MA | REDUCED | 722 | 744 | -2.96% | 370,960 |
| SYK | REDUCED | 1,020 | 1,373 | -25.71% | 321,147 |
| SHOP | ADDED | 2,643 | 2,623 | 0.76% | 301,778 |
| GBTC | UNCHANGED | 6,373 | 6,373 | 0.0% | 290,099 |
| AMD | NEW | 456 | - | - | 264,895 |
| DKNG | UNCHANGED | 10,378 | 10,378 | 0.0% | 262,149 |
| LRCX | NEW | 598 | - | - | 259,132 |
| IMNN | UNCHANGED | 34,364 | 34,364 | 0.0% | 247,765 |
| SPOT | ADDED | 490 | 425 | 15.29% | 224,974 |
| IBIT | REDUCED | 6,483 | 16,165 | -59.89% | 215,820 |
| ACVA | UNCHANGED | 16,061 | 16,061 | 0.0% | 115,479 |
| INDI | UNCHANGED | 16,346 | 16,346 | 0.0% | 73,394 |
| CLRB | UNCHANGED | 10,384 | 10,384 | 0.0% | 50,051 |
| SERA | UNCHANGED | 12,669 | 12,669 | 0.0% | 23,058 |
| BXP | CLOSED OUT | 0 | 130,098 | -100.0% | 0 |
| SG | CLOSED OUT | 0 | 34,200 | -100.0% | 0 |
| CSGP | CLOSED OUT | 0 | 5,972 | -100.0% | 0 |
| MSTR | CLOSED OUT | 0 | 1,908 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| AMZN | REDUCED | AMAZON COM INC | COM | 023135106 | 25,385,370 | 7.28 | 106509.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 25,290,712 | 7.25 | 50542.0 | |
| AAPL | ADDED | APPLE INC | COM | 037833100 | 24,942,654 | 7.15 | 86199.0 |
| MU | REDUCED | MICRON TECHNOLOGY INC | COM | 595112103 | 24,528,376 | 7.03 | 21250.0 |
| - | VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 18,465,499 | 5.29 | 229186.0 | |
| - | VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 12,412,057 | 3.56 | 144092.0 | |
| TSLA | REDUCED | TESLA INC | COM | 88160R101 | 12,245,769 | 3.51 | 29115.0 |
| - | FUNDVANTAGE TR | POLE FOCU GR ETF | 36087T395 | 9,856,954 | 2.83 | 453193.0 | |
| - | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 9,569,974 | 2.74 | 40444.0 | |
| PK | REDUCED | PARK HOTELS & RESORTS INC | COM | 700517105 | 9,310,521 | 2.67 | 653370.0 |
| - | CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | 8,702,377 | 2.5 | 176590.0 | |
| MSFT | REDUCED | MICROSOFT CORP | COM | 594918104 | 8,618,224 | 2.47 | 23104.0 |
| CRM | ADDED | SALESFORCE INC | COM | 79466L302 | 8,058,344 | 2.31 | 51438.0 |
| - | CAPITAL GROUP INTL FOCUS EQT | SHS CREAT UNIT | 14019W109 | 7,995,247 | 2.29 | 230943.0 | |
| MKL | REDUCED | MARKEL GROUP INC | COM | 570535104 | 7,849,148 | 2.25 | 4019.0 |
| URI | REDUCED | UNITED RENTALS INC | COM | 911363109 | 7,632,148 | 2.19 | 6737.0 |
| - | RYDER SYS INC | COM | 783549108 | 7,384,956 | 2.12 | 27998.0 | |
| HD | ADDED | HOME DEPOT INC | COM | 437076102 | 7,353,281 | 2.11 | 20850.0 |
| NOW | ADDED | SERVICENOW INC | COM | 81762P102 | 7,304,129 | 2.09 | 73571.0 |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 6,894,748 | 1.98 | 18632.0 | |
| CARR | REDUCED | CARRIER GLOBAL CORPORATION | COM | 14448C104 | 6,453,224 | 1.85 | 87979.0 |
| - | SIMON PPTY GROUP INC NEW | COM | 828806109 | 6,386,216 | 1.83 | 28555.0 | |
| WMT | ADDED | WALMART INC | COM | 931142103 | 6,317,125 | 1.81 | 55775.0 |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL A | 02079K305 | 6,129,395 | 1.76 | 17151.0 |
| - | KINDER MORGAN INC DEL | COM | 49456B101 | 5,697,800 | 1.63 | 178223.0 | |
| - | ISHARES TR | RUS 1000 VAL ETF | 464287598 | 5,443,189 | 1.56 | 22453.0 | |
| - | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 5,019,206 | 1.44 | 63510.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 4,920,453 | 1.41 | 24591.0 |
| ES | REDUCED | EVERSOURCE ENERGY | COM | 30040W108 | 4,655,718 | 1.33 | 64421.0 |
| ENB | REDUCED | ENBRIDGE INC | COM | 29250N105 | 3,802,344 | 1.09 | 70141.0 |
| V | ADDED | VISA INC | COM CL A | 92826C839 | 3,707,003 | 1.06 | 10805.0 |
| - | DICKS SPORTING GOODS INC | COM | 253393102 | 2,586,088 | 0.74 | 11402.0 | |
| AFL | REDUCED | AFLAC INC | COM | 001055102 | 2,329,882 | 0.67 | 19871.0 |
| TEM | UNCHANGED | TEMPUS AI INC | CL A | 88023B103 | 2,111,028 | 0.61 | 36441.0 |
| LH | ADDED | LABCORP HOLDINGS INC | COM SHS | 504922105 | 1,943,468 | 0.56 | 6941.0 |
| KO | ADDED | COCA COLA CO | COM | 191216100 | 1,831,265 | 0.53 | 22533.0 |
| - | AVALONBAY CMNTYS INC | COM | 053484101 | 1,710,317 | 0.49 | 9064.0 | |
| GS | ADDED | GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,505,513 | 0.43 | 1489.0 |
| - | ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,499,414 | 0.43 | 12075.0 | |
| OTIS | REDUCED | OTIS WORLDWIDE CORP | COM | 68902V107 | 1,364,213 | 0.39 | 19053.0 |
| - | STARWOOD PPTY TR INC | COM | 85571B105 | 1,351,439 | 0.39 | 82505.0 | |
| NFLX | REDUCED | NETFLIX INC. | COM | 64110L106 | 1,187,739 | 0.34 | 16635.0 |
| - | ISHARES TR | U.S. TECH ETF | 464287721 | 1,129,140 | 0.32 | 9834.0 | |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,108,925 | 0.32 | 7477.0 | |
| MS | NEW | MORGAN STANLEY ETF TRUST | EATON VANCE FLTG | 61774R833 | 1,019,216 | 0.29 | 21013.0 |
| JPM | ADDED | JPMORGAN CHASE & CO | COM | 46625H100 | 891,939 | 0.26 | 2725.0 |
| META | ADDED | META PLATFORMS INC | CL A | 30303M102 | 885,445 | 0.25 | 1572.0 |
| - | VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 848,231 | 0.24 | 7097.0 | |
| - | EXXON MOBIL CORP | COM | 30231G102 | 769,786 | 0.22 | 5630.0 | |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 740,267 | 0.21 | 991.0 | |
| - | KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 | 690,953 | 0.2 | 25412.0 | |
| CAVA | REDUCED | CAVA GROUP INC | COM | 148929102 | 690,075 | 0.2 | 8793.0 |
| JNJ | REDUCED | JOHNSON & JOHNSON | COM | 478160104 | 666,177 | 0.19 | 2623.0 |
| - | VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 | 626,208 | 0.18 | 1738.0 | |
| LLY | REDUCED | ELI LILLY & CO | COM | 532457108 | 604,544 | 0.17 | 504.0 |
| BA | ADDED | BOEING CO | COM | 097023105 | 552,648 | 0.16 | 2553.0 |
| - | SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 552,466 | 0.16 | 3233.0 | |
| BX | ADDED | BLACKSTONE INC | COM | 09260D107 | 510,318 | 0.15 | 4337.0 |
| LAR | UNCHANGED | LITHIUM ARGENTINA AG | COM SHS | H5012F103 | 502,701 | 0.14 | 60786.0 |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 491,973 | 0.14 | 716.0 | |
| - | VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 482,016 | 0.14 | 1590.0 | |
| - | SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 453,656 | 0.13 | 15415.0 | |
| PEP | ADDED | PEPSICO INC | COM | 713448108 | 435,600 | 0.12 | 3217.0 |
| ORCL | REDUCED | ORACLE CORP | COM | 68389X105 | 434,603 | 0.12 | 2966.0 |
| - | SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | 407,997 | 0.12 | 7610.0 | |
| - | VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 377,250 | 0.11 | 5000.0 | |
| MA | REDUCED | MASTERCARD INCORPORATED | CL A | 57636Q104 | 370,960 | 0.11 | 722.0 |
| - | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 349,363 | 0.1 | 5853.0 | |
| SYK | REDUCED | STRYKER CORPORATION | COM | 863667101 | 321,147 | 0.09 | 1020.0 |
| - | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 305,168 | 0.09 | 639.0 | |
| SHOP | ADDED | SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 301,778 | 0.09 | 2643.0 |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 298,159 | 0.09 | 398.0 | |
| GBTC | UNCHANGED | GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | 290,099 | 0.08 | 6373.0 |
| AMD | NEW | ADVANCED MICRO DEVICES INC | COM | 007903107 | 264,895 | 0.08 | 456.0 |
| DKNG | UNCHANGED | DRAFTKINGS INC NEW | COM CL A | 26142V105 | 262,149 | 0.08 | 10378.0 |
| LRCX | NEW | LAM RESEARCH CORP | COM NEW | 512807306 | 259,132 | 0.07 | 598.0 |
| - | BANK OF AMER CORP | COM | 060505104 | 253,286 | 0.07 | 4445.0 | |
| - | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 249,489 | 0.07 | 887.0 | |
| IMNN | UNCHANGED | IMUNON INC | COM NEW | 15117N701 | 247,765 | 0.07 | 34364.0 |
| - | ISHARES TR | SELECT DIVID ETF | 464287168 | 240,424 | 0.07 | 1538.0 | |
| - | DANAHER CORP DEL | COM | 235851102 | 228,137 | 0.07 | 1198.0 | |
| SPOT | ADDED | SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 224,974 | 0.06 | 490.0 |
| IBIT | REDUCED | ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 215,820 | 0.06 | 6483.0 |
| MS | NEW | MORGAN STANLEY | COM NEW | 617446448 | 204,650 | 0.06 | 979.0 |
| ACVA | UNCHANGED | ACV AUCTIONS INC | COM CL A | 00091G104 | 115,479 | 0.03 | 16061.0 |
| INDI | UNCHANGED | INDIE SEMICONDUCTOR INC | CLASS A COM | 45569U101 | 73,394 | 0.02 | 16346.0 |
| CLRB | UNCHANGED | CELLECTAR BIOSCIENCES INC | COM NEW | 15117F880 | 50,051 | 0.01 | 10384.0 |
| SERA | UNCHANGED | SERA PROGNOSTICS INC | CLASS A COM | 81749D107 | 23,058 | 0.01 | 12669.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | 348,774,038 | 88 | 13.168997 | 0.634872 | 20.243187 |
| 2026-03-31 | 2026-05-14 | 299,672,479 | 86 | 12.0122 | 0.588862 | 19.134984 |
| 2025-12-31 | 2026-02-17 | 330,498,608 | 91 | 11.487808 | 0.561122 | 19.007133 |
| 2025-09-30 | 2025-11-12 | 345,803,688 | 98 | 11.287402 | 0.550648 | 19.235758 |
| 2025-03-31 | 2025-05-13 | 318,203,369 | 88 | 9.21311 | 0.444791 | 15.277705 |
| 2024-12-31 | 2025-02-14 | 331,443,911 | 91 | 9.726961 | 0.473947 | 15.837103 |