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Portfolio (Quarterly) Guide ↗

Riverview Capital Advisers, LLC

· CIK 0001962933
13F Portfolio $300M AUM 86 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 26 Added 21 Reduced 10 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 2,972.0 $437K 0.15% +39.0 +1.3% $147.10 +28.7%
22 MA MASTERCARD INCORPORATED Financial Services 744.0 $372K 0.12% +7.0 +0.9% $499.75 -1.1%
23 SHOP SHOPIFY INC Technology 2,623.0 $311K 0.10% +335.0 +14.6% $118.62 -9.2%
24 CSGP COSTAR GROUP INC Real Estate 5,972.0 $241K 0.08% +3K +95.0% $40.34 -19.8%
25 DVY ISHARES TR 1,526.0 $231K 0.08% +71.0 +4.9% $151.44 +2.8%
26 SG SWEETGREEN INC Consumer Cyclical 34,200.0 $177K 0.06% +11K +47.4% $5.19 +91.6%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Consumer Cyclical 20.8%
Real Estate 11.6%
Industrials 10.0%
Financial Services 9.3%
Energy 5.7%
Consumer Defensive 4.6%
Communication Services 4.2%
Healthcare 3.1%
Utilities 2.3%