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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INDA ISHARES TR 29,115.0 $1.4M 0.46% +3K +11.5% $46.84 +3.7%
42 IWF ISHARES TR 3,128.0 $1.3M 0.45% -23.0 -0.7% $426.41 -70.5%
43 GS GOLDMAN SACHS GROUP INC Financial Services 1,482.0 $1.3M 0.42% +8.0 +0.5% $846.03 +17.6%
44 IYW ISHARES TR 9,834.0 $1.1M 0.38% $114.82 +115.5%
45 XOM EXXON MOBIL CORP Energy 6,365.0 $1.1M 0.36% $169.65 -11.7%
46 META META PLATFORMS INC Communication Services 1,507.0 $862K 0.29% +130.0 +9.4% $572.11 +7.0%
47 JPM JPMORGAN CHASE & CO Financial Services 2,697.0 $793K 0.27% $294.16 +4.3%
48 CAVA CAVA GROUP INC Consumer Cyclical 9,272.0 $750K 0.25% $80.90 -0.7%
49 SIRI SIRIUSXM HOLDINGS INC Communication Services 31,752.0 $733K 0.24% +2K +8.0% $23.08 +28.4%
50 JNJ JOHNSON & JOHNSON Healthcare 2,950.0 $721K 0.24% -4K -58.9% $244.45 -5.8%
51 PHG KONINKLIJKE PHILIPS N V Healthcare 24,503.0 $671K 0.22% $27.40 -1.7%
52 SPY STATE STR SPDR S&P 500 ETF T Financial Services 989.0 $643K 0.21% +37.0 +3.9% $650.26 +15.4%
53 IBIT ISHARES BITCOIN TRUST ETF Financial Services 16,165.0 $621K 0.21% +10K +162.2% $38.42 +11.9%
54 VGT VANGUARD WORLD FD 886.0 $618K 0.21% $698.04 -83.1%
55 VIS VANGUARD WORLD FD 1,734.0 $541K 0.18% -4K -71.9% $312.20 +9.6%
56 BX BLACKSTONE INC Financial Services 4,291.0 $493K 0.17% -64.0 -1.5% $115.00 +2.7%
57 LLY ELI LILLY & CO Healthcare 509.0 $468K 0.16% $919.80 +15.9%
58 PEP PEPSICO INC Consumer Defensive 3,005.0 $467K 0.16% -76.0 -2.5% $155.27 -6.2%
59 SYK STRYKER CORPORATION Healthcare 1,373.0 $451K 0.15% $328.66 -4.8%
60 ORCL ORACLE CORP Technology 2,972.0 $437K 0.15% +39.0 +1.3% $147.10 +31.1%
Page 3 of 5  ·  86 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%