SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Riverview Capital Advisers, LLC

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

Reported Value
$349M
Q2 2025
Positions
97
Filings on Record
18
2019–present window
Filed
Aug 13, 2025
original filing

Summary

Riverview Capital Advisers, LLC reported $349M in U.S.-listed holdings across 97 positions for Q2 2025.

Its largest position, BRK/B, represents 7.3% of the portfolio.

Compared with Q1 2025, the fund opened 11 new positions and exited 2.

Portfolio Metrics

Turnover
+7.5%
vs prior filed quarter
Top-10 Concentration
+45.1%
share of reported value
Largest Position
+7.3%
Berkshire Hathaway
New / Exited
11 / 2
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: 59.6%ETP: 26.3%REIT: 12.4%ADR: 1.5%NY Reg Shrs: 0.2%Other: 0.1%
  • Common Stock · 59.6% · $208M
  • ETP · 26.3% · $92M
  • REIT · 12.4% · $43M
  • ADR · 1.5% · $5M
  • NY Reg Shrs · 0.2% · $592,738
  • Other · 0.1% · $236,756

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
URIUNITED RENTALS INCNEW+7.2K7.2K+$5M$5M
RRYDER SYS INCNEW+29.1K29.1K+$5M$5M
TOLTOLL BROTHERS INCNEW+24.4K24.4K+$3M$3M
MTHMERITAGE HOMES CORPNEW+23.2K23.2K+$2M$2M
ORCLORACLE CORPNEW+1.4K1.4K+$301,458$301,458
FIRST TR EXCHANGE TRADED FDNEW+2.7K2.7K+$201,690$201,690
CLRBCELLECTAR BIOSCIENCES INCNEW+10.5K10.5K+$74,655$74,655
SERASERA PROGNOSTICS INCNEW+12.7K12.7K+$35,271$35,271

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

Holdings — Q2 2025

47 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VUGVANGUARD INDEX FDSMID CAP ETF · SMALL CP ETF · GROWTH ETF · TOTAL STK MKT12.69%$44M153.6K
2BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW7.28%$25M52.3K
3AMZNAMAZON COM INChistory →COM7.27%$25M115.7K
4AAPLAPPLE INChistory →COM5.33%$19M90.7K
5INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT5.33%$19M102.3K
6MSFTMICROSOFT CORPhistory →COM3.15%$11M22.1K
7CARRCARRIER GLOBAL CORPORATIONhistory →COM2.94%$10M140.0K
8BXPBXP INChistory →COM2.60%$9M134.3K
9TSLATESLA INChistory →COM2.59%$9M28.5K
10SPGSIMON PPTY GROUP INC NEWhistory →COM2.49%$9M54.1K
11PKPARK HOTELS & RESORTS INChistory →COM1.98%$7M676.5K
12KMIKINDER MORGAN INC DELhistory →COM1.92%$7M227.5K
13VANGUARD SPECIALIZED FUNDSDIV APP ETF1.77%$6M30.3K
14HDHOME DEPOT INChistory →COM1.72%$6M16.4K
15FSLRFIRST SOLAR INChistory →COM1.68%$6M35.5K
16CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI1.63%$6M209.6K
17URIUNITED RENTALS INChistory →COM1.55%$5M7.2K
18WMTWALMART INChistory →COM1.53%$5M54.7K
19EQREQUITY RESIDENTIALhistory →SH BEN INT1.33%$5M68.6K
20RRYDER SYS INChistory →COM1.32%$5M29.1K
21ISHARES TRRUS 1000 VAL ETF1.32%$5M23.7K
22AVALONBAY CMNTYS INCCOM1.26%$4M21.6K
23ESEVERSOURCE ENERGYhistory →COM1.21%$4M66.3K
24PSAPUBLIC STORAGE OPER COhistory →COM1.19%$4M14.2K
25KOCOCA COLA COhistory →COM1.15%$4M56.9K
26GOOGLALPHABET INChistory →CAP STK CL A1.12%$4M22.2K
27SGSWEETGREEN INChistory →COM CL A1.07%$4M251.2K
28VVISA INChistory →COM CL A1.07%$4M10.5K
29NVDANVIDIA CORPORATIONCOM0.99%$3M21.8K
30MUMICRON TECHNOLOGY INCCOM0.97%$3M27.5K
31UPSUNITED PARCEL SERVICE INCCL B0.97%$3M33.5K
32ENBENBRIDGE INCCOM0.94%$3M72.6K
33SLBSCHLUMBERGER LTDCOM STK0.89%$3M91.5K
34BHP GROUP LTDSPONSORED ADS0.87%$3M63.2K
35TEMTEMPUS AI INCCL A0.85%$3M46.4K
36VICIVICI PPTYS INCCOM0.83%$3M88.7K
37TOLTOLL BROTHERS INCCOM0.80%$3M24.4K
38ABNBAIRBNB INCCOM CL A0.75%$3M19.8K
39STWDSTARWOOD PPTY TR INCCOM0.73%$3M126.6K
40PSXPHILLIPS 66COM0.73%$3M21.2K
41NFLXNETFLIX INCCOM0.63%$2M1.6K
42CAVACAVA GROUP INCCOM0.62%$2M25.8K
43AFLAFLAC INCCOM0.60%$2M19.9K
44VANGUARD WORLD FDINDUSTRIAL ETF0.60%$2M7.4K
45CGDVUSDCAPITAL GROUP DIVIDEND VALUESHS CREATION UNI0.58%$2M51.2K
46LHLABCORP HOLDINGS INCCOM SHS0.56%$2M7.4K
47SYKSTRYKER CORPORATIONCOM0.49%$2M4.3K

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 ↗.