Institutional
Riverview Capital Advisers, LLC
CIK 0001962933
$299.7M
Reported AUM
86
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Riverview Capital Advisers, LLC · Q1 2026
AI · grounded in 13F
Riverview Capital Advisers, LLC established a new position in CRM valued at $7.85M. The fund also opened a new position in OTIS for $1.98M and increased its holdings in NOW by 2048.13%. On the sell side, the fund closed positions in EQR for $3.47M, TOL for $3.27M, and PSA for $3.17M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $24.3M | 8.11% | +337 | +0.7% |
| 2 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $23.6M | 7.87% | +107 | +0.1% |
| 3 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $21.7M | 7.24% | −3,708 | −4.2% |
| 4 | VO | VANGUARD INDEX FDS | $78.53 | -2.06% | 16.36% | 40.57% | $16.4M | 5.47% | +2,393 | +4.4% |
| 5 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $10.9M | 3.63% | — | HELD |
| 6 | PCLG | FUNDVANTAGE TR | $22.49 | -3.02% | -10.85% | -11.88% | $10.2M | 3.42% | — | HELD |
| 7 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | 22.71% | 78.84% | $9.5M | 3.16% | +1,845 | +9.3% |
| 8 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $8.7M | 2.89% | −50 | −0.2% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | 18.28% | 59.52% | $8.0M | 2.68% | +6,282 | +20.2% |
| 10 | MKL | MARKEL GROUP INC | $1818.67 | 2.27% | -7.38% | 50.78% | $8.0M | 2.68% | +20 | +0.5% |
| 11 | CRM | SALESFORCE INC | $185.66 | -1.64% | -31.86% | -22.13% | $7.9M | 2.62% | +42,067 | NEW |
| 12 | MU | MICRON TECHNOLOGY INC | $864.01 | -13.25% | 697.79% | 1041.92% | $7.8M | 2.61% | −350 | −1.5% |
| 13 | PK | PARK HOTELS & RESORTS INC | $14.05 | 0.07% | 50.19% | 10.53% | $7.0M | 2.34% | −12,200 | −1.8% |
| 14 | WMT | WALMART INC | $118.88 | 0.97% | 22.99% | 166.67% | $6.8M | 2.28% | +1,670 | +3.1% |
| 15 | BXP | BXP INC | $62.36 | 0.05% | -11.82% | -31.84% | $6.8M | 2.25% | −1,364 | −1.0% |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $47.88 | -2.35% | 27.42% | 97.51% | $6.7M | 2.24% | +103,201 | +188.3% |
| 17 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $33.54 | -5.17% | 32.26% | 49.90% | $6.7M | 2.22% | +8,955 | +4.1% |
| 18 | CARR | CARRIER GLOBAL CORPORATION | $68.08 | 1.38% | -4.07% | 30.01% | $6.1M | 2.05% | −2,684 | −2.4% |
| 19 | KMI | KINDER MORGAN INC DEL | $31.68 | -0.06% | 17.25% | 140.30% | $6.1M | 2.05% | +897 | +0.5% |
| 20 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $6.0M | 2.01% | +930 | +5.2% |
| 21 | R | RYDER SYS INC | $271.07 | 2.21% | 79.43% | 294.22% | $6.0M | 2.00% | +219 | +0.8% |
| 22 | SPG | SIMON PPTY GROUP INC NEW | $210.31 | 1.98% | 36.20% | 116.91% | $5.5M | 1.84% | −22,474 | −43.2% |
| 23 | URI | UNITED RENTALS INC | $1067.77 | -1.55% | 52.37% | 235.99% | $5.1M | 1.71% | −125 | −1.7% |
| 24 | HD | HOME DEPOT INC | $310.78 | 0.27% | -12.61% | 7.24% | $5.0M | 1.66% | −91 | −0.6% |
| 25 | IWD | ISHARES TR | $236.42 | -1.91% | 26.12% | 62.18% | $4.8M | 1.60% | +67 | +0.3% |
| 26 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $4.7M | 1.57% | +641 | +4.1% |
| 27 | ES | EVERSOURCE ENERGY | $70.18 | -0.59% | 12.74% | -0.14% | $4.5M | 1.51% | −285 | −0.4% |
| 28 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | $4.0M | 1.35% | +36,764 | +2048.1% |
| 29 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $4.0M | 1.33% | −10 | −0.0% |
| 30 | ENB | ENBRIDGE INC | $56.31 | -0.76% | 26.01% | 94.29% | $3.8M | 1.28% | −1,324 | −1.8% |
| 31 | V | VISA INC | $323.57 | 1.06% | — | — | $3.3M | 1.09% | +373 | +3.6% |
| 32 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.29% | — | — | $3.2M | 1.05% | +28,427 | +249.0% |
| 33 | AFL | AFLAC INC | $118.24 | 2.56% | — | — | $2.2M | 0.73% | +107 | +0.5% |
| 34 | OTIS | OTIS WORLDWIDE CORP | $69.93 | -0.58% | — | — | $2.0M | 0.66% | +25,679 | NEW |
| 35 | LH | LABCORP HOLDINGS INC | $263.94 | -0.45% | — | — | $1.8M | 0.62% | +17 | +0.2% |
| 36 | KO | COCA COLA CO | $79.48 | 3.46% | — | — | $1.7M | 0.57% | −174 | −0.8% |
| 37 | STWD | STARWOOD PPTY TR INC | $17.01 | -0.21% | — | — | $1.7M | 0.56% | −10,986 | −10.1% |
| 38 | TEM | TEMPUS AI INC | $47.30 | 1.87% | — | — | $1.6M | 0.55% | — | HELD |
| 39 | NFLX | NETFLIX INC. | $82.18 | 0.76% | — | — | $1.6M | 0.54% | +40 | +0.2% |
| 40 | AVB | AVALONBAY CMNTYS INC | $189.62 | -0.05% | — | — | $1.5M | 0.50% | −7,485 | −44.8% |
| 41 | INDA | ISHARES TR | $47.34 | -1.42% | — | — | $1.4M | 0.46% | +3,000 | +11.5% |
| 42 | IWF | ISHARES TR | $122.69 | -3.26% | — | — | $1.3M | 0.45% | −23 | −0.7% |
| 43 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | — | — | $1.3M | 0.42% | +8 | +0.5% |
| 44 | IYW | ISHARES TR | $241.25 | -5.92% | — | — | $1.1M | 0.38% | — | HELD |
| 45 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $1.1M | 0.36% | +31 | +0.5% |
| 46 | META | META PLATFORMS INC | $593.00 | -5.51% | — | — | $862K | 0.29% | +130 | +9.4% |
| 47 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $793K | 0.26% | −2 | −0.1% |
| 48 | CAVA | CAVA GROUP INC | $72.88 | 0.39% | — | — | $750K | 0.25% | — | HELD |
| 49 | SIRI | SIRIUSXM HOLDINGS INC | $27.01 | -2.81% | — | — | $733K | 0.24% | +2,363 | +8.0% |
| 50 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | — | — | $721K | 0.24% | −4,221 | −58.9% |
| 51 | PHG | KONINKLIJKE PHILIPS N V | $25.89 | -0.84% | — | — | $671K | 0.22% | — | HELD |
| 52 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | — | — | $643K | 0.21% | +37 | +3.9% |
| 53 | IBIT | ISHARES BITCOIN TRUST ETF | $34.14 | -5.22% | — | — | $621K | 0.21% | +10,000 | +162.2% |
| 54 | VGT | VANGUARD WORLD FD | $115.28 | -6.14% | — | — | $618K | 0.21% | +1 | +0.1% |
| 55 | VIS | VANGUARD WORLD FD | $341.44 | 0.41% | — | — | $541K | 0.18% | −4,444 | −71.9% |
| 56 | BX | BLACKSTONE INC | $115.35 | -2.70% | — | — | $493K | 0.16% | −64 | −1.5% |
| 57 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | — | — | $468K | 0.16% | — | HELD |
| 58 | PEP | PEPSICO INC | $141.92 | -0.16% | — | — | $467K | 0.16% | −76 | −2.5% |
| 59 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | — | — | $451K | 0.15% | +3 | +0.2% |
| 60 | ORCL | ORACLE CORP | $213.68 | -9.59% | — | — | $437K | 0.15% | +39 | +1.3% |
| 61 | IJR | ISHARES TR | $137.68 | -1.84% | — | — | $436K | 0.15% | +3,510 | NEW |
| 62 | VB | VANGUARD INDEX FDS | $288.20 | -2.44% | — | — | $433K | 0.14% | −50,182 | −96.8% |
| 63 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | — | — | $427K | 0.14% | +2 | +0.3% |
| 64 | LAR | LITHIUM ARGENTINA AG | $8.63 | -12.03% | — | — | $406K | 0.14% | — | HELD |
| 65 | SCHX | SCHWAB STRATEGIC TR | $29.05 | -2.65% | — | — | $395K | 0.13% | −2,055 | −11.8% |
| 66 | XLF | SELECT SECTOR SPDR TR | $52.30 | 0.21% | — | — | $376K | 0.13% | +20 | +0.3% |
| 67 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | — | — | $372K | 0.12% | +7 | +0.9% |
| 68 | EPI | WISDOMTREE TR | $41.61 | 0.22% | — | — | $361K | 0.12% | — | HELD |
| 69 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $46.80 | -5.15% | — | — | $336K | 0.11% | — | HELD |
| 70 | BA | BOEING CO | $215.45 | -0.91% | — | — | $334K | 0.11% | +1,678 | NEW |
| 71 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | — | — | $316K | 0.11% | — | HELD |
| 72 | SHOP | SHOPIFY INC | $109.54 | -5.60% | — | — | $311K | 0.10% | +335 | +14.6% |
| 73 | IVV | ISHARES TR | $740.91 | -2.62% | — | — | $259K | 0.09% | +1 | +0.3% |
| 74 | IMNN | IMUNON INC | $1.99 | -3.37% | — | — | $248K | 0.08% | — | HELD |
| 75 | CSGP | COSTAR GROUP INC | $33.89 | 0.68% | — | — | $241K | 0.08% | +2,909 | +95.0% |
| 76 | MSTR | STRATEGY INC | $120.44 | -6.90% | — | — | $238K | 0.08% | — | HELD |
| 77 | DVY | ISHARES TR | $155.40 | 0.32% | — | — | $231K | 0.08% | +71 | +4.9% |
| 78 | DKNG | DRAFTKINGS INC NEW | $24.93 | -1.73% | — | — | $224K | 0.07% | −1,705 | −14.1% |
| 79 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | — | — | $216K | 0.07% | −162 | −3.5% |
| 80 | IBM | INTERNATIONAL BUSINESS MACHS | $284.84 | -5.61% | — | — | $210K | 0.07% | +867 | NEW |
| 81 | SPOT | SPOTIFY TECHNOLOGY S A | $496.95 | 0.68% | — | — | $206K | 0.07% | — | HELD |
| 82 | SG | SWEETGREEN INC | $7.54 | 1.62% | — | — | $177K | 0.06% | +11,000 | +47.4% |
| 83 | ACVA | ACV AUCTIONS INC | $5.65 | -0.18% | — | — | $68K | 0.02% | — | HELD |
| 84 | INDI | INDIE SEMICONDUCTOR INC | $4.05 | -15.62% | — | — | $53K | 0.02% | — | HELD |
| 85 | CLRB | CELLECTAR BIOSCIENCES INC | $2.59 | -5.82% | — | — | $50K | 0.02% | — | HELD |
| 86 | SERA | SERA PROGNOSTICS INC | $2.29 | 2.00% | — | — | $26K | 0.01% | — | HELD |
| 87 | EQR | EQUITY RESIDENTIAL | $68.15 | -0.06% | — | — | — | — | −54,995 | EXITED |
| 88 | TOL | TOLL BROTHERS INC | $137.51 | -0.29% | — | — | — | — | −24,217 | EXITED |
| 89 | PSA | PUBLIC STORAGE OPER CO | $309.68 | 0.98% | — | — | — | — | −12,206 | EXITED |
| 90 | PSX | PHILLIPS 66 | $183.08 | -0.58% | — | — | — | — | −21,282 | EXITED |
| 91 | VICI | VICI PPTYS INC | $27.86 | 2.39% | — | — | — | — | −93,419 | EXITED |
| 92 | ABNB | AIRBNB INC | $133.54 | -0.13% | — | — | — | — | −14,527 | EXITED |
| 93 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | — | — | — | — | −7,098 | EXITED |
| 94 | DHR | DANAHER CORPORATION | $184.30 | -1.25% | — | — | — | — | −1,051 | EXITED |
| 95 | ACN | ACCENTURE PLC IRELAND | $178.25 | -0.34% | — | — | — | — | −811 | EXITED |
| 96 | MSTU | ETF OPPORTUNITIES TRUST | $3.78 | 10.97% | — | — | — | — | −10,000 | EXITED |
Source: SEC EDGAR · accession 0001962933-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.