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 | — | BERKSHIRE HATHAWAY INC DEL | — | 50,712.0 | $24.3M | 8.11% | +337.0 | +0.7% | $479.20 | — |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 113,232.0 | $23.6M | 7.87% | — | — | $208.27 | +26.6% |
| 3 | AAPL | APPLE INC | Technology | 85,442.0 | $21.7M | 7.24% | -4K | -4.2% | $253.79 | +22.1% |
| 4 | VO | VANGUARD INDEX FDS | — | 57,029.0 | $16.4M | 5.46% | +2K | +4.4% | $287.18 | -72.6% |
| 5 | TSLA | TESLA INC | Consumer Cyclical | 29,285.0 | $10.9M | 3.63% | — | — | $371.75 | +16.3% |
| 6 | PCLG | FUNDVANTAGE TR | — | 500,775.0 | $10.2M | 3.42% | — | — | $20.46 | +10.3% |
| 7 | VUG | VANGUARD INDEX FDS | — | 21,708.0 | $9.5M | 3.16% | +2K | +9.3% | $436.80 | -79.9% |
| 8 | MSFT | MICROSOFT CORP | Technology | 23,429.0 | $8.7M | 2.89% | — | — | $370.18 | +12.2% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | — | 37,366.0 | $8.0M | 2.68% | +6K | +20.2% | $215.06 | +8.5% |
| 10 | MKL | MARKEL GROUP INC | Financial Services | 4,196.0 | $8.0M | 2.68% | — | — | $1914.07 | -2.9% |
| 11 | CRM | SALESFORCE INC | Technology | 42,067.0 | $7.9M | 2.62% | NEW | — | $186.67 | -2.7% |
| 12 | MU | MICRON TECHNOLOGY INC | Technology | 23,152.0 | $7.8M | 2.61% | -350.0 | -1.5% | $337.84 | +161.0% |
| 13 | PK | PARK HOTELS & RESORTS INC | Real Estate | 665,678.0 | $7.0M | 2.34% | -12K | -1.8% | $10.53 | +11.9% |
| 14 | WMT | WALMART INC | Consumer Defensive | 55,009.0 | $6.8M | 2.28% | +2K | +3.1% | $124.28 | -4.3% |
| 15 | BXP | BXP INC | Real Estate | 130,098.0 | $6.8M | 2.25% | -1K | -1.0% | $51.90 | +17.4% |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 158,014.0 | $6.7M | 2.24% | +103K | +188.3% | $42.54 | +13.1% |
| 17 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 225,619.0 | $6.7M | 2.22% | +9K | +4.1% | $29.49 | +16.9% |
| 18 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 109,132.0 | $6.1M | 2.05% | -3K | -2.4% | $56.31 | +15.0% |
| 19 | KMI | KINDER MORGAN INC DEL | Energy | 183,159.0 | $6.1M | 2.05% | — | — | $33.53 | -0.9% |
| 20 | VTI | VANGUARD INDEX FDS | — | 18,796.0 | $6.0M | 2.01% | +930.0 | +5.2% | $320.81 | +15.0% |
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%