SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Riverview Capital Advisers, LLC

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

Reported Value
$331M
Q4 2024
Positions
91
Filings on Record
18
2019–present window
Filed
Feb 14, 2025
original filing

Summary

Riverview Capital Advisers, LLC reported $331M in U.S.-listed holdings across 91 positions for Q4 2024.

Its largest position, AAPL, represents 7.4% of the portfolio.

Compared with Q3 2024, the fund opened 9 new positions and exited 1.

Portfolio Metrics

Turnover
+6.6%
vs prior filed quarter
Top-10 Concentration
+48.8%
share of reported value
Largest Position
+7.4%
Apple
New / Exited
9 / 1
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: 57.2%ETP: 28.3%REIT: 12.5%ADR: 1.3%Other: 0.4%Other: 0.2%
  • Common Stock · 57.2% · $190M
  • ETP · 28.3% · $94M
  • REIT · 12.5% · $41M
  • ADR · 1.3% · $4M
  • Other · 0.4% · $1M
  • Other · 0.2% · $600,464

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GDGENERAL DYNAMICS CORPNEW+20.0K20.0K+$5M$5M
NKENIKE INCNEW+60.7K60.7K+$5M$5M
SLBSCHLUMBERGER LTDNEW+60.0K60.0K+$2M$2M
BHP GROUP LTDNEW+22.7K22.7K+$1M$1M
ACVAACV AUCTIONS INCNEW+16.1K16.1K+$346,918$346,918
IBITISHARES BITCOIN TRUST ETFNEW+4.8K4.8K+$256,497$256,497
PLTRPALANTIR TECHNOLOGIES INCNEW+3.0K3.0K+$224,924$224,924
RHRHNEW+550550+$216,475$216,475

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

Holdings — Q4 2024

46 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VUGVANGUARD INDEX FDSSMALL CP ETF · MID CAP ETF · GROWTH ETF · TOTAL STK MKT15.87%$53M195.1K
2AAPLAPPLE INChistory →COM7.35%$24M97.3K
3AMZNAMAZON COM INChistory →COM6.61%$22M99.8K
4BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW5.55%$18M40.6K
5INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT5.05%$17M95.5K
6BXPBXP INChistory →COM3.39%$11M151.3K
7TSLATESLA INChistory →COM3.05%$10M25.0K
8SPGSIMON PPTY GROUP INC NEWhistory →COM3.01%$10M57.9K
9MSFTMICROSOFT CORPhistory →COM2.98%$10M23.4K
10SGSWEETGREEN INChistory →COM CL A2.58%$9M266.4K
11CARRCARRIER GLOBAL CORPORATIONhistory →COM2.12%$7M102.9K
12KMIKINDER MORGAN INC DELhistory →COM1.98%$7M239.3K
13ISHARES TRRUS 1000 VAL ETF · RUS 1000 GRW ETF1.93%$6M30.6K
14VANGUARD SPECIALIZED FUNDSDIV APP ETF1.65%$5M28.0K
15GDGENERAL DYNAMICS CORPhistory →COM1.59%$5M20.0K
16ESEVERSOURCE ENERGYhistory →COM1.54%$5M89.1K
17WMTWALMART INChistory →COM1.50%$5M55.0K
18UPSUNITED PARCEL SERVICE INChistory →CL B1.48%$5M38.9K
19EQREQUITY RESIDENTIALhistory →SH BEN INT1.45%$5M67.2K
20AVALONBAY CMNTYS INCCOM1.45%$5M21.9K
21NKENIKE INChistory →CL B1.39%$5M60.7K
22CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI1.27%$4M170.9K
23GOOGLALPHABET INChistory →CAP STK CL A1.20%$4M21.0K
24AMTAMERICAN TOWER CORP NEWhistory →COM1.19%$4M21.5K
25KOCOCA COLA COhistory →COM1.14%$4M60.6K
26CAVACAVA GROUP INChistory →COM1.12%$4M32.9K
27STWDSTARWOOD PPTY TR INChistory →COM1.09%$4M190.1K
28VVISA INChistory →COM CL A1.01%$3M10.6K
29PSXPHILLIPS 66COM0.96%$3M27.9K
30VICIVICI PPTYS INCCOM0.91%$3M102.9K
31ENBENBRIDGE INCCOM0.88%$3M68.6K
32NVDANVIDIA CORPORATIONCOM0.79%$3M19.4K
33ABNBAIRBNB INCCOM CL A0.78%$3M19.6K
34RIORIO TINTO PLCSPONSORED ADR0.73%$2M41.2K
35MUMICRON TECHNOLOGY INCCOM0.71%$2M28.0K
36SLBSCHLUMBERGER LTDCOM STK0.69%$2M60.0K
37AFLAFLAC INCCOM0.62%$2M19.9K
38MGMMGM RESORTS INTERNATIONALCOM0.61%$2M57.9K
39CRMSALESFORCE INCCOM0.59%$2M5.8K
40VANGUARD WORLD FDINDUSTRIAL ETF0.58%$2M7.5K
41LHLABCORP HOLDINGS INCCOM SHS0.55%$2M8.0K
42SWKSTANLEY BLACK & DECKER INCCOM0.53%$2M22.1K
43SYKSTRYKER CORPORATIONCOM0.48%$2M4.4K
44NFLXNETFLIX INCCOM0.45%$1M1.7K
45HDHOME DEPOT INCCOM0.38%$1M3.2K
46DGXQUEST DIAGNOSTICS INCCOM0.37%$1M8.2K

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 ↗.