SEC 13F Intelligence

Managers / Q1 2026

Riverview Capital Advisers, LLC

CIK 0001962933 · 265 FRANKLIN STREET, SUITE 400, BOSTON, MA, 02110 · 617-423-0080

Reported Value
$300M
Q1 2026
Positions
86
Filings on Record
18
2019–present window
Filed
May 14, 2026
original filing

Summary

Riverview Capital Advisers, LLC reported $300M in U.S.-listed holdings across 86 positions for Q1 2026.

Its largest position, BRK/B, represents 8.1% of the portfolio.

Compared with Q4 2025, the fund opened 5 new positions and exited 10.

Portfolio Metrics

Turnover
+9.2%
vs prior filed quarter
Top-10 Concentration
+47.2%
share of reported value
Largest Position
+8.1%
Berkshire Hathaway
New / Exited
5 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $186MQ4 ’22Q1 ’23: $232MQ2 ’23: $228MQ2 ’23Q3 ’23: $226MQ4 ’23: $261MQ4 ’23Q1 ’24: $290MQ2 ’24: $297MQ2 ’24Q3 ’24: $325MQ4 ’24: $331MQ4 ’24Q1 ’25: $318MQ2 ’25: $349MQ2 ’25Q3 ’25: $346MQ4 ’25: $330MQ4 ’25Q1 ’26: $300Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 64.9%ETP: 27.1%REIT: 7.5%NY Reg Shrs: 0.2%Other: 0.2%
  • Common Stock · 64.9% · $195M
  • ETP · 27.1% · $81M
  • REIT · 7.5% · $22M
  • NY Reg Shrs · 0.2% · $671,383
  • Other · 0.2% · $612,138

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CRMSALESFORCE INCNEW+42.1K42.1K+$8M$8M
OTISOTIS WORLDWIDE CORPNEW+25.7K25.7K+$2M$2M
ISHARES TRNEW+3.5K3.5K+$436,372$436,372
BABOEING CONEW+1.7K1.7K+$333,973$333,973
IBMINTERNATIONAL BUSINESS MACHSNEW+867867+$210,146$210,146
NOWSERVICENOW INCADDED+36.8K38.6K+$4M$4M
VANGUARD SCOTTSDALE FDSADDED+28.4K39.8K+$2M$3M
CGDVUSDCAPITAL GROUP DIVIDEND VALUEADDED+103.2K158.0K+$4M$7M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

45 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VUGVANGUARD INDEX FDSMID CAP ETF · GROWTH ETF · TOTAL STK MKT10.64%$32M97.5K
2BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW8.11%$24M50.7K
3AMZNAMAZON COM INChistory →COM7.87%$24M113.2K
4AAPLAPPLE INChistory →COM7.24%$22M85.4K
5TSLATESLA INChistory →COM3.63%$11M29.3K
6FUNDVANTAGE TRPOLEN FOCUS GROW3.42%$10M500.8K
7MSFTMICROSOFT CORPhistory →COM2.89%$9M23.4K
8ISHARES TRRUS 1000 VAL ETF · MSCI INDIA ETF · RUS 1000 GRW ETF · U.S. TECH ETF2.87%$9M64.5K
9VANGUARD SPECIALIZED FUNDSDIV APP ETF2.68%$8M37.4K
10MKLMARKEL GROUP INChistory →COM2.68%$8M4.2K
11CRMSALESFORCE INChistory →COM2.62%$8M42.1K
12MUMICRON TECHNOLOGY INChistory →COM2.61%$8M23.2K
13PKPARK HOTELS & RESORTS INChistory →COM2.34%$7M665.7K
14WMTWALMART INChistory →COM2.28%$7M55.0K
15BXPBXP INChistory →COM2.25%$7M130.1K
16CGDVUSDCAPITAL GROUP DIVIDEND VALUEhistory →SHS CREATION UNI2.24%$7M158.0K
17CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI2.22%$7M225.6K
18CARRCARRIER GLOBAL CORPORATIONhistory →COM2.05%$6M109.1K
19KMIKINDER MORGAN INC DELhistory →COM2.05%$6M183.2K
20RRYDER SYS INChistory →COM2.00%$6M29.2K
21SPGSIMON PPTY GROUP INC NEWhistory →COM1.84%$6M29.5K
22URIUNITED RENTALS INChistory →COM1.71%$5M7.0K
23HDHOME DEPOT INChistory →COM1.66%$5M15.1K
24GOOGLALPHABET INChistory →CAP STK CL A1.57%$5M16.3K
25ESEVERSOURCE ENERGYhistory →COM1.51%$5M65.3K
26NOWSERVICENOW INChistory →COM1.35%$4M38.6K
27NVDANVIDIA CORPORATIONhistory →COM1.33%$4M22.9K
28ENBENBRIDGE INChistory →COM1.28%$4M70.8K
29VVISA INChistory →COM CL A1.09%$3M10.8K
30VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD1.05%$3M39.8K
31AFLAFLAC INCCOM0.73%$2M20.0K
32OTISOTIS WORLDWIDE CORPCOM0.66%$2M25.7K
33LHLABCORP HOLDINGS INCCOM SHS0.62%$2M6.9K
34KOCOCA COLA COCOM0.57%$2M22.4K
35STWDSTARWOOD PPTY TR INCCOM0.56%$2M98.0K
36TEMTEMPUS AI INCCL A0.55%$2M36.4K
37NFLXNETFLIX INC.COM0.54%$2M16.7K
38AVALONBAY CMNTYS INCCOM0.50%$2M9.2K
39GSGOLDMAN SACHS GROUP INCCOM0.42%$1M1.5K
40EXMOCEXXON MOBIL CORPCOM0.36%$1M6.4K
41METAMETA PLATFORMS INCCL A0.29%$862,1731.5K
42JPMJPMORGAN CHASE & COCOM0.26%$793,3492.7K
43CAVACAVA GROUP INCCOM0.25%$750,1059.3K
44SIRISIRIUSXM HOLDINGS INCCOMMON STOCK0.24%$732,83731.8K
45JNJJOHNSON & JOHNSONCOM0.24%$721,1243.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$300M86May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$330M91Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$346M98Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$349M97Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$318M88May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$331M91Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$325M83Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$297M83Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$290M80May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$261M79Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$226M79Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$228M78Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$232M80May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$186M73Feb 8, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.