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The Analysis of Riverview Capital Advisers, LLC's Holdings & P&L

Currently, Riverview Capital Advisers, LLC holds 86 types of securities in its portfolio with a total value $299.7M. In the most recent quarter, they have increased their positions in CRM (+42.1K shares, valued at $7.9M), CGDV (+103.2K shares, valued at $4.4M), NOW (+36.8K shares, valued at $3.8M); decreased their positions in VB (-50.2K shares, valued at $13.1M), SPG (-22.5K shares, valued at $4.2M), VIS (-4.4K shares, valued at $1.4M); initiated new positions in CRM (+42.1K shares, valued at $7.9M), OTIS (+25.7K shares, valued at $2.0M), IJR (+3.5K shares, valued at $436.4K).

1M P&L

+11.5M+3.79%

3M P&L

-82.5M-20.72%

HY P&L

-66.2M-17.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A76.2M

26.7%

2Internet Retail26.1M

9.2%

3Consumer Electronics24.2M

8.5%

Top Industries by Stock Count

1N/A23 stocks

28.4%

2Software - Application4 stocks

4.9%

3Medical Devices3 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL50.7K shares0.67%2026-03-312026-05-14

AMZN AMAZON COM INC113.2K shares0.09%2026-03-312026-05-14

AAPL APPLE INC85.4K shares-4.16%2026-03-312026-05-14

VO VANGUARD INDEX FDS57.0K shares4.38%2026-03-312026-05-14

TSLA TESLA INC29.3K shares0.00%2026-03-312026-05-14

FUNDVANTAGE TR FUNDVANTAGE TR500.8K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS21.7K shares9.29%2026-03-312026-05-14

MSFT MICROSOFT CORP23.4K shares-0.21%2026-03-312026-05-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS37.4K shares20.21%2026-03-312026-05-14

MKL MARKEL GROUP INC4.2K shares0.48%2026-03-312026-05-14

CRM SALESFORCE INC42.1K sharesnew addition2026-03-312026-05-14

MU MICRON TECHNOLOGY INC23.2K shares-1.49%2026-03-312026-05-14

PK PARK HOTELS & RESORTS INC665.7K shares-1.80%2026-03-312026-05-14

WMT WALMART INC55.0K shares3.13%2026-03-312026-05-14

BXP BXP INC130.1K shares-1.04%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE158.0K shares188.28%2026-03-312026-05-14

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT225.6K shares4.13%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION109.1K shares-2.40%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL183.2K shares0.49%2026-03-312026-05-14

VTI VANGUARD INDEX FDS18.8K shares5.21%2026-03-312026-05-14

R RYDER SYS INC29.2K shares0.75%2026-03-312026-05-14

SPG SIMON PPTY GROUP INC NEW29.5K shares-43.22%2026-03-312026-05-14

URI UNITED RENTALS INC7.0K shares-1.75%2026-03-312026-05-14

HD HOME DEPOT INC15.1K shares-0.60%2026-03-312026-05-14

Sponsored

IWD ISHARES TR22.4K shares0.30%2026-03-312026-05-14

ALPHABET INC ALPHABET INC16.3K shares4.09%2026-03-312026-05-14

ES EVERSOURCE ENERGY65.3K shares-0.43%2026-03-312026-05-14

NOW SERVICENOW INC38.6K shares2048.13%2026-03-312026-05-14

NVDA NVIDIA CORPORATION22.9K shares-0.04%2026-03-312026-05-14

ENB ENBRIDGE INC70.8K shares-1.84%2026-03-312026-05-14

V VISA INC10.8K shares3.59%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS39.8K shares248.99%2026-03-312026-05-14

Sponsored

AFL AFLAC INC20.0K shares0.54%2026-03-312026-05-14

OTIS OTIS WORLDWIDE CORP25.7K sharesnew addition2026-03-312026-05-14

LH LABCORP HOLDINGS INC6.9K shares0.25%2026-03-312026-05-14

KO COCA COLA CO22.4K shares-0.77%2026-03-312026-05-14

STWD STARWOOD PPTY TR INC98.0K shares-10.08%2026-03-312026-05-14

TEM TEMPUS AI INC36.4K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC.16.7K shares0.24%2026-03-312026-05-14

AVB AVALONBAY CMNTYS INC9.2K shares-44.77%2026-03-312026-05-14

Sponsored

INDA ISHARES TR29.1K shares11.49%2026-03-312026-05-14

IWF ISHARES TR3.1K shares-0.73%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC1.5K shares0.54%2026-03-312026-05-14

IYW ISHARES TR9.8K shares0.00%2026-03-312026-05-14

XOM EXXON MOBIL CORP6.4K shares0.49%2026-03-312026-05-14

META META PLATFORMS INC1.5K shares9.44%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO2.7K shares-0.07%2026-03-312026-05-14

CAVA CAVA GROUP INC9.3K shares0.00%2026-03-312026-05-14

Sponsored

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC31.8K shares8.04%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON3.0K shares-58.86%2026-03-312026-05-14

PHG KONINKLIJKE PHILIPS N V24.5K shares0.00%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T989 shares3.89%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF16.2K shares162.21%2026-03-312026-05-14

VGT VANGUARD WORLD FD886 shares0.11%2026-03-312026-05-14

VIS VANGUARD WORLD FD1.7K shares-71.93%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC4.3K shares-1.47%2026-03-312026-05-14

Sponsored

LLY ELI LILLY & CO509 shares0.00%2026-03-312026-05-14

PEP PEPSICO INC3.0K shares-2.47%2026-03-312026-05-14

SYK STRYKER CORPORATION1.4K shares0.22%2026-03-312026-05-14

ORCL ORACLE CORP3.0K shares1.33%2026-03-312026-05-14

IJR ISHARES TR3.5K sharesnew addition2026-03-312026-05-14

VB VANGUARD INDEX FDS1.7K shares-96.81%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS714 shares0.28%2026-03-312026-05-14

LITHIUM ARGENTINA AG LITHIUM ARGENTINA AG60.8K shares0.00%2026-03-312026-05-14

Sponsored

SCHX SCHWAB STRATEGIC TR15.4K shares-11.76%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR7.6K shares0.26%2026-03-312026-05-14

MA MASTERCARD INCORPORATED744 shares0.95%2026-03-312026-05-14

EPI WISDOMTREE TR8.9K shares0.00%2026-03-312026-05-14

GBTC GRAYSCALE BITCOIN TRUST ETF6.4K shares0.00%2026-03-312026-05-14

BA BOEING CO1.7K sharesnew addition2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F5.8K shares0.00%2026-03-312026-05-14

SHOP SHOPIFY INC2.6K shares14.64%2026-03-312026-05-14

Sponsored

IVV ISHARES TR397 shares0.25%2026-03-312026-05-14

IMNN IMUNON INC34.4K shares0.00%2026-03-312026-05-14

CSGP COSTAR GROUP INC6.0K shares94.97%2026-03-312026-05-14

MSTR STRATEGY INC1.9K shares0.00%2026-03-312026-05-14

DVY ISHARES TR1.5K shares4.88%2026-03-312026-05-14

DRAFTKINGS INC NEW DRAFTKINGS INC NEW10.4K shares-14.11%2026-03-312026-05-14

BAC BANK AMERICA CORP4.4K shares-3.53%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS867 sharesnew addition2026-03-312026-05-14

Sponsored

SPOT SPOTIFY TECHNOLOGY S A425 shares0.00%2026-03-312026-05-14

SG SWEETGREEN INC34.2K shares47.41%2026-03-312026-05-14

ACVA ACV AUCTIONS INC16.1K shares0.00%2026-03-312026-05-14

INDI INDIE SEMICONDUCTOR INC16.3K shares0.00%2026-03-312026-05-14

CLRB CELLECTAR BIOSCIENCES INC10.4K shares0.00%2026-03-312026-05-14

SERA SERA PROGNOSTICS INC12.7K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL

0.67%

Shares50.7K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

0.09%

Shares113.2K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-4.16%

Shares85.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

4.38%

Shares57.0K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

0.00%

Shares29.3K

Event2026-03-31

Filed2026-05-14

FUNDVANTAGE TR

0.00%

Shares500.8K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

9.29%

Shares21.7K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-0.21%

Shares23.4K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

20.21%

Shares37.4K

Event2026-03-31

Filed2026-05-14

MKL

MARKEL GROUP INC

0.48%

Shares4.2K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

New

Shares42.1K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

-1.49%

Shares23.2K

Event2026-03-31

Filed2026-05-14

PARK HOTELS & RESORTS INC

-1.80%

Shares665.7K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

3.13%

Shares55.0K

Event2026-03-31

Filed2026-05-14

BXP

BXP INC

-1.04%

Shares130.1K

Event2026-03-31

Filed2026-05-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

188.28%

Shares158.0K

Event2026-03-31

Filed2026-05-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

4.13%

Shares225.6K

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORPORATION

-2.40%

Shares109.1K

Event2026-03-31

Filed2026-05-14

KMI

KINDER MORGAN INC DEL

0.49%

Shares183.2K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

5.21%

Shares18.8K

Event2026-03-31

Filed2026-05-14

RYDER SYS INC

0.75%

Shares29.2K

Event2026-03-31

Filed2026-05-14

SPG

SIMON PPTY GROUP INC NEW

-43.22%

Shares29.5K

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

-1.75%

Shares7.0K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-0.60%

Shares15.1K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.30%

Shares22.4K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

4.09%

Shares16.3K

Event2026-03-31

Filed2026-05-14

EVERSOURCE ENERGY

-0.43%

Shares65.3K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

2048.13%

Shares38.6K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-0.04%

Shares22.9K

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

-1.84%

Shares70.8K

Event2026-03-31

Filed2026-05-14

VISA INC

3.59%

Shares10.8K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

248.99%

Shares39.8K

Event2026-03-31

Filed2026-05-14

AFL

AFLAC INC

0.54%

Shares20.0K

Event2026-03-31

Filed2026-05-14

OTIS

OTIS WORLDWIDE CORP

New

Shares25.7K

Event2026-03-31

Filed2026-05-14

LABCORP HOLDINGS INC

0.25%

Shares6.9K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-0.77%

Shares22.4K

Event2026-03-31

Filed2026-05-14

STWD

STARWOOD PPTY TR INC

-10.08%

Shares98.0K

Event2026-03-31

Filed2026-05-14

TEM

TEMPUS AI INC

0.00%

Shares36.4K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

0.24%

Shares16.7K

Event2026-03-31

Filed2026-05-14

AVB

AVALONBAY CMNTYS INC

-44.77%

Shares9.2K

Event2026-03-31

Filed2026-05-14

INDA

ISHARES TR

11.49%

Shares29.1K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

-0.73%

Shares3.1K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

0.54%

Shares1.5K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.49%

Shares6.4K

Event2026-03-31

Filed2026-05-14