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Riverview Capital Advisers, LLC

Q2 2025 · 13F-HR

Riverview Capital Advisers, LLCholdings as filed

Filed 2025-08-13 · accession 0001962933-25-000004

$349.0M
Reported value
97
Positions
2025-06-30
Period end
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The Brief · Riverview Capital Advisers, LLC · Q2 2025

AI · grounded in 13F

Riverview Capital Advisers, LLC established a new position in BRK/B valued at $25.4M. The fund also initiated new stakes in AMZN for $25.4M and AAPL for $18.6M. Additional new positions include RSP at $18.6M and VO at $17.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$25.4M7.28%52,331CommonNONE
023135106AMZNAMAZON COM INC$25.4M7.27%115,701CommonNONE
037833100AAPLAPPLE INC$18.6M5.33%90,692CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$18.6M5.33%102,307CommonNONE
922908629VOVANGUARD INDEX FDS$17.6M5.03%62,758CommonNONE
922908751VBVANGUARD INDEX FDS$12.6M3.61%53,189CommonNONE
594918104MSFTMICROSOFT CORP$11.0M3.15%22,133CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$10.2M2.94%139,977CommonNONE
101121101BXPBXP INC$9.1M2.60%134,273CommonNONE
88160R101TSLATESLA INC$9.0M2.59%28,456CommonNONE
922908736VUGVANGUARD INDEX FDS$8.8M2.51%19,976CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$8.7M2.49%54,109CommonNONE
700517105PKPARK HOTELS & RESORTS INC$6.9M1.98%676,496CommonNONE
49456B101KMIKINDER MORGAN INC DEL$6.7M1.92%227,526CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.2M1.77%30,255CommonNONE
437076102HDHOME DEPOT INC$6.0M1.72%16,378CommonNONE
336433107FSLRFIRST SOLAR INC$5.9M1.68%35,483CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$5.7M1.63%209,576CommonNONE
911363109URIUNITED RENTALS INC$5.4M1.55%7,166CommonNONE
922908769VTIVANGUARD INDEX FDS$5.4M1.54%17,671CommonNONE
931142103WMTWALMART INC$5.3M1.53%54,663CommonNONE
29476L107EQREQUITY RESIDENTIAL$4.6M1.33%68,626CommonNONE
783549108RRYDER SYS INC$4.6M1.32%29,079CommonNONE
464287598IWDISHARES TR$4.6M1.32%23,660CommonNONE
053484101AVBAVALONBAY CMNTYS INC$4.4M1.26%21,562CommonNONE
30040W108ESEVERSOURCE ENERGY$4.2M1.21%66,328CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$4.2M1.19%14,205CommonNONE
191216100KOCOCA COLA CO$4.0M1.15%56,872CommonNONE
02079K305GOOGLALPHABET INC$3.9M1.12%22,176CommonNONE
87043Q108SGSWEETGREEN INC$3.7M1.07%251,203CommonNONE
92826C839VVISA INC$3.7M1.07%10,494CommonNONE
67066G104NVDANVIDIA CORPORATION$3.4M0.99%21,795CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.4M0.97%27,525CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$3.4M0.97%33,478CommonNONE
29250N105ENBENBRIDGE INC$3.3M0.94%72,603CommonNONE
806857108SLBSCHLUMBERGER LTD$3.1M0.89%91,515CommonNONE
088606108BHPBHP GROUP LTD$3.0M0.87%63,170CommonNONE
88023B103TEMTEMPUS AI INC$3.0M0.85%46,441CommonNONE
925652109VICIVICI PPTYS INC$2.9M0.83%88,657CommonNONE
889478103TOLTOLL BROTHERS INC$2.8M0.80%24,404CommonNONE
009066101ABNBAIRBNB INC$2.6M0.75%19,769CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$2.5M0.73%126,605CommonNONE
718546104PSXPHILLIPS 66$2.5M0.73%21,248CommonNONE
64110L106NFLXNETFLIX INC$2.2M0.63%1,633CommonNONE
148929102CAVACAVA GROUP INC$2.2M0.62%25,772CommonNONE
001055102AFLAFLAC INC$2.1M0.60%19,880CommonNONE
92204A603VISVANGUARD WORLD FD$2.1M0.60%7,429CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.0M0.58%51,166CommonNONE
504922105LHLABCORP HOLDINGS INC$1.9M0.56%7,404CommonNONE
863667101SYKSTRYKER CORPORATION$1.7M0.49%4,319CommonNONE
79466L302CRMSALESFORCE INC$1.6M0.46%5,853CommonNONE
59001A102MTHMERITAGE HOMES CORP$1.6M0.45%23,225CommonNONE
46429B598INDAISHARES TR$1.4M0.41%25,926CommonNONE
464287614IWFISHARES TR$1.4M0.39%3,196CommonNONE
767204100RIORIO TINTO PLC$1.3M0.36%21,623CommonNONE
464287721IYWISHARES TR$1.1M0.32%9,834CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.32%1,558CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.32%4,731CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.31%7,150CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.1M0.31%6,069CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$1.0M0.30%15,422CommonNONE
046353108AZNNASTRAZENECA PLC$837,9320.24%11,991CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$775,2200.22%2,674CommonNONE
594972408MSTRMICROSTRATEGY INC$771,2710.22%1,908CommonNONE
824348106SHWSHERWIN WILLIAMS CO$714,8760.20%2,082CommonNONE
09260D107BXBLACKSTONE INC$698,0900.20%4,667CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$684,7570.20%1,108CommonNONE
30231G102XOMEXXON MOBIL CORP$669,6540.19%6,212CommonNONE
285512109EAELECTRONIC ARTS INC$665,6300.19%4,168CommonNONE
30303M102METAMETA PLATFORMS INC$642,8770.18%871CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$592,7380.17%24,718CommonNONE
92204A702VGTVANGUARD WORLD FD$587,0240.17%885CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$581,3530.17%6,231CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$540,6220.15%6,373CommonNONE
654106103NKENIKE INC$536,0030.15%7,545CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$445,1130.13%10,378CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$424,8060.12%17,382CommonNONE
97717W422EPIWISDOMTREE TR$420,3630.12%8,855CommonNONE
713448108PEPPEPSICO INC$404,6260.12%3,064CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$397,3320.11%7,587CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$356,1200.10%5,818CommonNONE
68389X105ORCLORACLE CORP$301,4580.09%1,379CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$297,8520.09%12,967CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$289,1440.08%5,846CommonNONE
00091G104ACVAACV AUCTIONS INC$260,5100.07%16,061CommonNONE
60786M105MCMOELIS & CO$251,3990.07%4,034CommonNONE
464287200IVVISHARES TR$245,8770.07%396CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$235,3200.07%2,960CommonNONE
H5012F103LARLITHIUM ARGENTINA AG$226,7930.06%109,035CommonNONE
060505104BACBANK AMERICA CORP$212,8460.06%4,498CommonNONE
235851102DHRDANAHER CORPORATION$205,6400.06%1,041CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$201,6900.06%2,669CommonNONE
15117F880CLRBCELLECTAR BIOSCIENCES INC$74,6550.02%10,500CommonNONE
81749D107SERASERA PROGNOSTICS INC$35,2710.01%12,733CommonNONE
15117N602CLSNEURIMUNON INC$9,3720.00%11,715CommonNONE
G27617102FAASFDIGIASIA CORP$9,2860.00%16,274CommonNONE
82003F119STSSWSHARPS TECHNOLOGY INC$6770.00%22,637CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.