Portfolio (Quarterly)
Guide ↗
Riverview Capital Advisers, LLC
· CIK 0001962933| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | R | RYDER SYS INC | Industrials | 29,009.0 | $5.6M | 1.68% | NEW | — | $191.39 | +42.3% |
| 22 | HD | HOME DEPOT INC | Consumer Cyclical | 15,219.0 | $5.2M | 1.58% | NEW | — | $344.10 | +0.3% |
| 23 | KMI | KINDER MORGAN INC DEL | Energy | 182,262.0 | $5.0M | 1.52% | NEW | — | $27.49 | +19.0% |
| 24 | GOOGL | ALPHABET INC | Communication Services | 15,688.0 | $4.9M | 1.49% | NEW | — | $313.01 | +15.4% |
| 25 | IWD | ISHARES TR | — | 22,327.0 | $4.7M | 1.42% | NEW | — | $210.34 | +18.4% |
| 26 | ES | EVERSOURCE ENERGY | Utilities | 65,562.0 | $4.4M | 1.34% | NEW | — | $67.33 | +11.0% |
| 27 | NVDA | NVIDIA CORPORATION | Technology | 22,867.0 | $4.3M | 1.29% | NEW | — | $186.50 | +10.9% |
| 28 | V | VISA INC | Financial Services | 10,403.0 | $3.6M | 1.10% | NEW | — | $350.71 | +3.2% |
| 29 | EQR | EQUITY RESIDENTIAL | Real Estate | 54,995.0 | $3.5M | 1.05% | NEW | — | $63.04 | +10.9% |
| 30 | ENB | ENBRIDGE INC | Energy | 72,115.0 | $3.4M | 1.04% | NEW | — | $47.83 | +17.9% |
| 31 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 24,217.0 | $3.3M | 0.99% | NEW | — | $135.22 | +13.6% |
| 32 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 12,206.0 | $3.2M | 0.96% | NEW | — | $259.50 | +23.8% |
| 33 | AVB | AVALONBAY CMNTYS INC | Real Estate | 16,719.0 | $3.0M | 0.92% | NEW | — | $181.31 | +7.7% |
| 34 | PSX | PHILLIPS 66 | Energy | 21,282.0 | $2.7M | 0.83% | NEW | — | $129.04 | +56.2% |
| 35 | VICI | VICI PPTYS INC | Real Estate | 93,419.0 | $2.6M | 0.80% | NEW | — | $28.12 | -3.8% |
| 36 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 54,813.0 | $2.4M | 0.72% | NEW | — | $43.64 | +12.6% |
| 37 | AFL | AFLAC INC | Financial Services | 19,880.0 | $2.2M | 0.66% | NEW | — | $110.27 | +11.1% |
| 38 | TEM | TEMPUS AI INC | Healthcare | 36,441.0 | $2.2M | 0.65% | NEW | — | $59.05 | -9.5% |
| 39 | ABNB | AIRBNB INC | Consumer Cyclical | 14,527.0 | $2.0M | 0.60% | NEW | — | $135.72 | +8.7% |
| 40 | STWD | STARWOOD PPTY TR INC | Real Estate | 109,007.0 | $2.0M | 0.59% | NEW | — | $18.01 | -5.8% |
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%