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 | CRM | SALESFORCE INC | Technology | 42,067.0 | $7.9M | 2.62% | NEW | — | $186.67 | -3.2% |
| 2 | OTIS | OTIS WORLDWIDE CORP | Industrials | 25,679.0 | $2.0M | 0.66% | NEW | — | $77.08 | -5.6% |
| 3 | IJR | ISHARES TR | — | 3,510.0 | $436K | 0.15% | NEW | — | $124.32 | +11.9% |
| 4 | BA | BOEING CO | Industrials | 1,678.0 | $334K | 0.11% | NEW | — | $199.03 | +10.2% |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 867.0 | $210K | 0.07% | NEW | — | $242.38 | +3.0% |
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
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%