greeksoup/ stock research
Stock research / United States / Funds / Riverview Capital Advisers, LLC

Riverview Capital Advisers, LLC

CIK 1962933 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Riverview Capital Advisers, LLC reported 88 US-listed holdings worth $348.8 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Amazon.com Inc. (7.3%), Berkshire Hathaway Inc. Class B (7.3%) and Apple Inc. (7.2%). Against the quarter before, it opened 9 positions, added to 36, trimmed 31 and sold out of 7.

Reported holdings$348.8M+16.4% on Q1 2026
Positions88+2 on Q1 2026
The largest ten49.3%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
Added toTrimmed
AMZN7.3%BRKB7.3%AAPL7.2%MU7.0%VO5.3%VUG3.6%TSLA3.5%PCLG2.8%VIG2.7%PK2.7%CGDV2.5%MSFT2.5%CRM2.3%CGXU2.3%74 more41.1%

The 14 largest of its 88 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $324.7 million in 83 positions$325MQ3 24Q4 2024: $331.4 million in 91 positions$331MQ4 24Q1 2025: $318.2 million in 88 positions$318MQ1 25Q2 2025: $349.0 million in 97 positions$349MQ2 25Q3 2025: $345.8 million in 98 positions$346MQ3 25Q4 2025: $330.5 million in 91 positions$330MQ4 25Q1 2026: $299.7 million in 86 positions$300MQ1 26Q2 2026: $348.8 million in 88 positions$349MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +19.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +19.5%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 9Added 36Held 12Trimmed 31Sold out 7
Opened: 9Added: 36Held: 12Trimmed: 31Sold out: 7

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 9

  1. Dick's Sporting Goods, Inc. DKS$2.6 million
  2. Morgan Stanley ETF Trust EVLN$1.0 million
  3. Space Exploration Techn Corp. Class A Com STK SPCX$552,466
  4. Vaneck ETF Trust GDX$377,250
  5. Taiwan Semiconductor Manufacturing Company Limited TSM$305,168
  6. Advanced Micro Devices Inc. AMD$264,895
  7. Lam Research Corp. LRCX$259,132
  8. Danaher Corp. DHR$228,137

and 1 more in the table below

Added to 36

  1. ServiceNow, Inc. NOW+35,012 shares · +91%
  2. Home Depot, Inc. HD+5,722 shares · +38%
  3. Vanguard Short-Term Corp. BD Idx VCSH+23,666 shares · +59%
  4. Salesforce, Inc. CRM+9,371 shares · +22%
  5. Vanguard Growth ETF VUG+13,844 shares · +11%
  6. Capital Group Dividend Value CGDV+18,576 shares · +12%
  7. Vanguard Specialized Funds VIG+3,078 shares · +8%
  8. iShares Core S&P Small-Cap ETF IJR+3,967 shares · +113%

and 28 more in the table below

Trimmed 31

  1. Micron Technology Inc. MU-1,902 shares · -8%
  2. Amazon.com Inc. AMZN-6,723 shares · -6%
  3. Carrier Global Corp. CARR-21,153 shares · -19%
  4. Fundvantage Trust PCLG-47,582 shares · -10%
  5. Otis Worldwide Corp. OTIS-6,626 shares · -26%
  6. Markel Group Inc. MKL-177 shares · -4%
  7. United Rentals, Inc. URI-287 shares · -4%
  8. Ryder System Inc. R-1,230 shares · -4%

and 23 more in the table below

Sold out of 7

  1. Bxp, Inc. BXP$6.8 million last quarter
  2. iShares Trust INDA$1.4 million last quarter
  3. Sirius XM Holdings Inc. SIRI$732,837 last quarter
  4. Wisdomtree Trust EPI$361,298 last quarter
  5. Costar Group, Inc. CSGP$240,911 last quarter
  6. Strategy Inc. MSTR$238,119 last quarter
  7. Sweetgreen, Inc. SG$177,498 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Amazon.com Inc. AMZN106.5K$25.4 million7.28%-6.7K
Berkshire Hathaway Inc. Class B BRKB50.5K$25.3 million7.25%-170
Apple Inc. AAPL86.2K$24.9 million7.15%+757
Micron Technology Inc. MU21.2K$24.5 million7.03%-1.9K
Vanguard Mid Cap Index ETF VO229.2K$18.5 million5.29%+1.1K
Vanguard Growth ETF VUG144.1K$12.4 million3.56%+13.8K
Tesla, Inc. TSLA29.1K$12.2 million3.51%-170
Fundvantage Trust PCLG453.2K$9.9 million2.83%-47.6K
Vanguard Specialized Funds VIG40.4K$9.6 million2.74%+3.1K
Park Hotels & Resorts Inc. PK653.4K$9.3 million2.67%-12.3K
Capital Group Dividend Value CGDV176.6K$8.7 million2.50%+18.6K
Microsoft Corp. MSFT23.1K$8.6 million2.47%-325
Salesforce, Inc. CRM51.4K$8.1 million2.31%+9.4K
Capital Group Intl Focus Eqt CGXU230.9K$8.0 million2.29%+5.3K
Markel Group Inc. MKL4.0K$7.8 million2.25%-177
United Rentals, Inc. URI6.7K$7.6 million2.19%-287
Ryder System Inc. R28.0K$7.4 million2.12%-1.2K
Home Depot, Inc. HD20.9K$7.4 million2.11%+5.7K
ServiceNow, Inc. NOW73.6K$7.3 million2.09%+35.0K
VG Totl STK Vprs VTI18.6K$6.9 million1.98%-164
Carrier Global Corp. CARR88.0K$6.5 million1.85%-21.2K
Simon Property Group Inc. SPG28.6K$6.4 million1.83%-970
Walmart Inc. WMT55.8K$6.3 million1.81%+766
Alphabet Inc. GOOGL17.2K$6.1 million1.76%+822
Kinder Morgan, Inc. KMI178.2K$5.7 million1.63%-4.9K
iShares Russell 1000 Value Inde IWD22.5K$5.4 million1.56%+59
Vanguard Short-Term Corp. BD Idx VCSH63.5K$5.0 million1.44%+23.7K
NVIDIA Corp. NVDA24.6K$4.9 million1.41%+1.7K
Eversource Energy ES64.4K$4.7 million1.33%-856
Enbridge Inc. ENB70.1K$3.8 million1.09%-650
Visa Inc. V10.8K$3.7 million1.06%+29
Dick's Sporting Goods, Inc. DKS11.4K$2.6 million0.74%new
Aflac Inc. AFL19.9K$2.3 million0.67%-116
Tempus AI, Inc. TEM36.4K$2.1 million0.61%no change
Labcorp Holdings Inc. LH6.9K$1.9 million0.56%+19
Coca-Cola Co. KO22.5K$1.8 million0.53%+156
Avalonbay Cmntys Inc. AVB9.1K$1.7 million0.49%-170
Goldman Sachs Group Inc. GS1.5K$1.5 million0.43%+7
iShares Trust IWF12.1K$1.5 million0.43%-437
Otis Worldwide Corp. OTIS19.1K$1.4 million0.39%-6.6K
Starwood Property Trust, Inc. STWD82.5K$1.4 million0.39%-15.5K
Netflix Inc. NFLX16.6K$1.2 million0.34%-85
iShares Trust IYW9.8K$1.1 million0.32%no change
iShares Core S&P Small-Cap ETF IJR7.5K$1.1 million0.32%+4.0K
Morgan Stanley ETF Trust EVLN21.0K$1.0 million0.29%new
JPMorgan Chase & Co. JPM2.7K$891,9390.26%+28
Meta Platforms, Inc. META1.6K$885,4450.25%+65
Vanguard World FD VGT7.1K$848,2310.24%+9
ExxonMobil Holdings Corp. XOM5.6K$769,7860.22%-735
SPDR S&P 500 SPY991$740,2670.21%+2
Koninklijke Philips N.V. PHG25.4K$690,9530.20%+909
Cava Group, Inc. CAVA8.8K$690,0750.20%-479
Johnson & Johnson JNJ2.6K$666,1770.19%-327
Vanguard World FD VIS1.7K$626,2080.18%+4
Eli Lilly & Co. LLY504$604,5440.17%-5
Boeing Co. BA2.6K$552,6480.16%+875
Space Exploration Techn Corp. Class A Com STK SPCX3.2K$552,4660.16%new
Blackstone Inc. BX4.3K$510,3180.15%+46
Lithium Argentina AG Com SHS LAR60.8K$502,7010.14%no change
Vanguard S&P 500 VOO716$491,9730.14%+2
Vanguard Small Cap ETF VB1.6K$482,0160.14%-62
Schwab US Large Cap SCHX15.4K$453,6560.13%no change
PepsiCo Inc. PEP3.2K$435,6000.12%+212
Oracle Corp. ORCL3.0K$434,6030.12%-6
Financial Select Sector SPDR ETF XLF7.6K$407,9970.12%+3
Vaneck ETF Trust GDX5.0K$377,2500.11%new
Mastercard Inc. MA722$370,9600.11%-22
Vanguard Ftse Emerging Markets VWO5.9K$349,3630.10%+7
Stryker Corp. SYK1.0K$321,1470.09%-353
Taiwan Semiconductor Manufacturing Company Limited TSM639$305,1680.09%new
Shopify Inc. SHOP2.6K$301,7780.09%+20
iShares Core S&P 500 ETF IVV398$298,1590.09%+1
Grayscale Bitcoin Trust BTC GBTC6.4K$290,0990.08%no change
Advanced Micro Devices Inc. AMD456$264,8950.08%new
DraftKings Inc. DKNG10.4K$262,1490.08%no change
Lam Research Corp. LRCX598$259,1320.07%new
Bank of America Corp. BAC4.4K$253,2860.07%+21
International Business Machines Corp. IBM887$249,4890.07%+20
Imunon Inc IMNN34.4K$247,7650.07%no change
iShares Select Dividend ETF DVY1.5K$240,4240.07%+12
Danaher Corp. DHR1.2K$228,1370.07%new
Spotify Technology S.A. SPOT490$224,9740.06%+65
iShares Bitcoin Trust ETF IBIT6.5K$215,8200.06%-9.7K
Morgan Stanley MS979$204,6500.06%new
Acv Auctions Inc. ACVA16.1K$115,4790.03%no change
indie Semiconductor, Inc. INDI16.3K$73,3940.02%no change
Cellectar Biosciences Inc. CLRB10.4K$50,0510.01%no change
Sera Prognostics Inc. SERA12.7K$23,0580.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.