Riverview Capital Advisers, LLC reported 61 positions worth $252.33M for the quarter ended Jun 30, 2026, up 16.0% on the prior quarter. It opened 7 new positions, added to 21, trimmed 26 and exited 5. Its largest holding is Amazon Com Inc at 10.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NOW ServiceNow, Inc. | +35.0K | +90.8% | $3.48M | 2.89% |
| DKS Dick'S Sporting Goods, Inc. | +11.4K | – | $2.59M | 1.02% |
| HD Home Depot, Inc. | +5,722 | +37.8% | $2.02M | 2.91% |
| CRM Salesforce, Inc. | +9,371 | +22.3% | $1.47M | 3.19% |
| SPCX Space Exploration Technologies Corp | +3,233 | – | $552.47K | 0.219% |
| NVDA Nvidia Corp | +1,734 | +7.6% | $346.96K | 1.95% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +639 | – | $305.17K | 0.121% |
| GOOGL Alphabet Inc. | +822 | +5.0% | $293.76K | 2.43% |
| AMD Advanced Micro Devices Inc | +456 | – | $264.90K | 0.105% |
| LRCX Lam Research Corp | +598 | – | $259.13K | 0.103% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BXP BXP, Inc. | -130.1K | -100.0% | $6.75M | Exited |
| MU Micron Technology Inc | -1,902 | -8.2% | $2.20M | 9.72% |
| AMZN Amazon Com Inc | -6,723 | -5.9% | $1.60M | 10.06% |
| CARR CARRIER GLOBAL Corp | -21.2K | -19.4% | $1.55M | 2.56% |
| SIRI Sirius Xm Holdings Inc. | -31.8K | -100.0% | $732.84K | Exited |
| OTIS Otis Worldwide Corp | -6,626 | -25.8% | $474.43K | 0.541% |
| MKL Markel Group Inc. | -177 | -4.2% | $345.68K | 3.11% |
| URI United Rentals, Inc. | -287 | -4.1% | $325.13K | 3.02% |
| R Ryder System Inc | -1,230 | -4.2% | $324.43K | 2.93% |
| IBIT iShares Bitcoin Trust ETF | -9,682 | -59.9% | $322.32K | 0.086% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DKS Dick'S Sporting Goods, Inc. | +11.4K | $2.59M | 1.02% |
| SPCX Space Exploration Technologies Corp | +3,233 | $552.47K | 0.219% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +639 | $305.17K | 0.121% |
| AMD Advanced Micro Devices Inc | +456 | $264.90K | 0.105% |
| LRCX Lam Research Corp | +598 | $259.13K | 0.103% |
| DHR Danaher Corp | +1,198 | $228.14K | 0.09% |
| MS Morgan Stanley | +979 | $204.65K | 0.081% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 106.5K | $25.39M | 10.06% | -6,723 | -5.9% | Reduced | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 50.5K | $25.29M | 10.02% | -170 | -0.3% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 86.2K | $24.94M | 9.88% | +757 | +0.9% | Added | 0% |
| 4 | MU Micron Technology Inc | Technology | 21.3K | $24.53M | 9.72% | -1,902 | -8.2% | Reduced | 0% |
| 5 | TSLA Tesla, Inc. | Consumer Discretionary | 29.1K | $12.25M | 4.85% | -170 | -0.6% | Reduced | 0% |
| 6 | PK Park Hotels & Resorts Inc. | Real Estate | 653.4K | $9.31M | 3.69% | -12.3K | -1.8% | Reduced | 0.32% |
| 7 | MSFT Microsoft Corp | Technology | 23.1K | $8.62M | 3.42% | -325 | -1.4% | Reduced | 0% |
| 8 | CRM Salesforce, Inc. | Technology | 51.4K | $8.06M | 3.19% | +9,371 | +22.3% | Added | 0.01% |
| 9 | MKL Markel Group Inc. | Financial Services | 4,019 | $7.85M | 3.11% | -177 | -4.2% | Reduced | 0.03% |
| 10 | URI United Rentals, Inc. | Industrials | 6,737 | $7.63M | 3.02% | -287 | -4.1% | Reduced | 0.01% |
| 11 | R Ryder System Inc | Industrials | 28.0K | $7.38M | 2.93% | -1,230 | -4.2% | Reduced | 0.07% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 20.9K | $7.35M | 2.91% | +5,722 | +37.8% | Added | 0% |
| 13 | NOW ServiceNow, Inc. | Technology | 73.6K | $7.30M | 2.89% | +35.0K | +90.8% | Added | 0.01% |
| 14 | CARR CARRIER GLOBAL Corp | Industrials | 88.0K | $6.45M | 2.56% | -21.2K | -19.4% | Reduced | 0.01% |
| 15 | SPG Simon Property Group Inc. | Real Estate | 28.6K | $6.39M | 2.53% | -970 | -3.3% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Riverview Capital Advisers.
As of its Q2 2026 13F filing, Riverview Capital Advisers, LLC’s five largest positions were Amazon Com Inc (AMZN) at 10.1%, Berkshire Hathaway Inc (BRK-B) at 10.0%, Apple Inc. (AAPL) at 9.9%, Micron Technology Inc (MU) at 9.7%, Tesla, Inc. (TSLA) at 4.9% of the reported portfolio.
Riverview Capital Advisers, LLC reported a 13F portfolio worth $252.33M across 61 positions for Q2 2026. That is up 16.0% from the previous quarter.
Its largest purchases by value were ServiceNow, Inc. ($3.48M), Dick'S Sporting Goods, Inc. ($2.59M), Home Depot, Inc. ($2.02M). It opened 7 new positions.
Its largest sales by value were BXP, Inc. ($6.75M), Micron Technology Inc ($2.20M), Amazon Com Inc ($1.60M). It exited 5 positions entirely.
From the Form 13F-HR reports Riverview Capital Advisers, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.