Portfolio (Quarterly)
Guide ↗
Riverview Capital Advisers, LLC
· CIK 0001962933| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | Consumer Cyclical | 113,125.0 | $26.1M | 7.90% | NEW | — | $230.82 | +14.0% |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 50,375.0 | $25.3M | 7.66% | NEW | — | $502.65 | — |
| 3 | AAPL | APPLE INC | Technology | 89,150.0 | $24.2M | 7.33% | NEW | — | $271.86 | +14.0% |
| 4 | VO | VANGUARD INDEX FDS | — | 54,636.0 | $15.9M | 4.80% | NEW | — | $290.22 | -72.9% |
| 5 | VB | VANGUARD INDEX FDS | — | 51,834.0 | $13.4M | 4.05% | NEW | — | $257.95 | +13.5% |
| 6 | TSLA | TESLA INC | Consumer Cyclical | 29,285.0 | $13.2M | 3.98% | NEW | — | $449.72 | -3.7% |
| 7 | PCLG | FUNDVANTAGE TR | — | 500,775.0 | $12.4M | 3.75% | NEW | — | $24.75 | -8.8% |
| 8 | MSFT | MICROSOFT CORP | Technology | 23,479.0 | $11.4M | 3.44% | NEW | — | $483.62 | -14.2% |
| 9 | VUG | VANGUARD INDEX FDS | — | 19,863.0 | $9.7M | 2.93% | NEW | — | $487.86 | -81.9% |
| 10 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 51,999.0 | $9.6M | 2.91% | NEW | — | $185.11 | +11.4% |
| 11 | MKL | MARKEL GROUP INC | Financial Services | 4,176.0 | $9.0M | 2.72% | NEW | — | $2149.65 | -13.5% |
| 12 | BXP | BXP INC | Real Estate | 131,462.0 | $8.9M | 2.68% | NEW | — | $67.48 | -9.9% |
| 13 | PK | PARK HOTELS & RESORTS INC | Real Estate | 677,878.0 | $7.1M | 2.15% | NEW | — | $10.46 | +13.3% |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | — | 31,084.0 | $6.8M | 2.07% | NEW | — | $219.78 | +6.1% |
| 15 | MU | MICRON TECHNOLOGY INC | Technology | 23,502.0 | $6.7M | 2.03% | NEW | — | $285.41 | +218.1% |
| 16 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 216,664.0 | $6.4M | 1.94% | NEW | — | $29.55 | +16.7% |
| 17 | VTI | VANGUARD INDEX FDS | — | 17,866.0 | $6.0M | 1.81% | NEW | — | $335.27 | +10.1% |
| 18 | WMT | WALMART INC | Consumer Defensive | 53,339.0 | $5.9M | 1.80% | NEW | — | $111.41 | +6.2% |
| 19 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 111,816.0 | $5.9M | 1.79% | NEW | — | $52.84 | +22.8% |
| 20 | URI | UNITED RENTALS INC | Industrials | 7,149.0 | $5.8M | 1.75% | NEW | — | $809.32 | +19.0% |
① 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
Consumer Cyclical
23.5%
Technology
22.5%
Real Estate
18.4%
Financial Services
9.1%
Industrials
7.9%
Energy
5.5%
Communication Services
3.8%
Consumer Defensive
3.7%
Healthcare
3.5%
Utilities
2.0%