2026 Q1 Portfolio Activity
In 2026 Q1, Riverview Capital Advisers, LLC maintained a portfolio of 96 distinct positions. The most significant new addition was SALESFORCE INC, now representing 2.62% of the total fund value. They heavily accumulated shares in CAPITAL GROUP DIVIDEND VALUE, increasing the position by 188.3%. The fund also reduced its exposure to VANGUARD INDEX FDS by 96.8%.
Position History
hover any row below to update
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Total Positions
96
Quarter
2026 Q1
Top Holding
BRK/B (8.1%)
Top 10 Concentration
47.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 96
Riverview Capital Advisers, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 8.11% | 7.66% |
#1
1
Prev: #2
|
5.7 |
—
|
337 | 0.7% |
P
S
|
50,712 | $24,301,191 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 7.87% | 7.90% |
#2
1
Prev: #1
|
5.1 |
—
|
107 | 0.1% |
P
S
|
113,232 | $23,582,842 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 7.24% | 7.33% |
#3
Prev: #3
|
4.4 |
—
|
-3,708 | -4.2% |
P
S
|
85,442 | $21,684,357 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 5.47% | 4.80% |
#4
Prev: #4
|
3.2 |
—
|
2,393 | 4.4% |
P
S
|
57,029 | $16,377,644 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 3.63% | 3.98% |
#5
1
Prev: #6
|
3.0 |
—
|
no change | no change |
P
S
|
29,285 | $10,886,699 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PCLG
FUNDVANTAGE TR
|
Unknown | 3.42% | 3.75% |
#6
1
Prev: #7
|
2.4 |
—
|
no change | no change |
P
S
|
500,775 | $10,245,612 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 3.16% | 2.93% |
#7
2
Prev: #9
|
3.3 |
—
|
1,845 | 9.3% |
P
S
|
21,708 | $9,481,988 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.89% | 3.44% |
#8
Prev: #8
|
1.7 |
—
|
-50 | -0.2% |
P
S
|
23,429 | $8,672,895 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.68% | 2.07% |
#9
5
Prev: #14
|
3.6 |
—
|
6,282 | 20.2% |
P
S
|
37,366 | $8,035,891 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 2.68% | 2.72% |
#10
1
Prev: #11
|
1.6 |
—
|
20 | 0.5% |
P
S
|
4,196 | $8,031,438 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 2.62% | — |
#11
Prev: #—
|
4.5 |
—
|
42,067 | — |
NEW
|
42,067 | $7,852,647 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.61% | 2.03% |
#12
3
Prev: #15
|
1.5 |
—
|
-350 | -1.5% |
P
S
|
23,152 | $7,821,672 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PK
PARK HOTELS & R...
|
Real Estate | 2.34% | 2.15% |
#13
Prev: #13
|
1.4 |
—
|
-12,200 | -1.8% |
P
S
|
665,678 | $7,009,592 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.28% | 1.80% |
#14
4
Prev: #18
|
1.4 |
—
|
1,670 | 3.1% |
P
S
|
55,009 | $6,836,475 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BXP
BXP INC
|
Real Estate | 2.25% | 2.68% |
#15
3
Prev: #12
|
1.4 |
—
|
-1,364 | -1.0% |
P
S
|
130,098 | $6,752,073 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 2.24% | 0.72% |
#16
20
Prev: #36
|
3.9 |
—
|
103,201 | 188.3% |
P
S
|
158,014 | $6,721,929 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CGXU
CAPITAL GROUP I...
|
Unknown | 2.22% | 1.94% |
#17
1
Prev: #16
|
1.4 |
—
|
8,955 | 4.1% |
P
S
|
225,619 | $6,653,505 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CARR
CARRIER GLOBAL ...
|
Industrials | 2.05% | 1.79% |
#18
1
Prev: #19
|
1.3 |
—
|
-2,684 | -2.4% |
P
S
|
109,132 | $6,145,231 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KMI
KINDER MORGAN I...
|
Energy | 2.05% | 1.52% |
#19
4
Prev: #23
|
1.3 |
—
|
897 | 0.5% |
P
S
|
183,159 | $6,141,337 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.01% | 1.81% |
#20
3
Prev: #17
|
2.8 |
—
|
930 | 5.2% |
P
S
|
18,796 | $6,029,942 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
R
RYDER SYS INC
|
Industrials | 2.00% | 1.68% |
#21
Prev: #21
|
1.3 |
—
|
219 | 0.8% |
P
S
|
29,228 | $5,983,247 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 1.84% | 2.91% |
#22
12
Prev: #10
|
0.7 |
—
|
-22,474 | -43.2% |
P
S
|
29,525 | $5,507,220 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.71% | 1.75% |
#23
3
Prev: #20
|
1.2 |
—
|
-125 | -1.7% |
P
S
|
7,024 | $5,117,665 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.66% | 1.58% |
#24
2
Prev: #22
|
1.2 |
—
|
-91 | -0.6% |
P
S
|
15,128 | $4,975,567 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWD
ISHARES TR
|
ETF | 1.60% | 1.42% |
#25
Prev: #25
|
1.1 |
—
|
67 | 0.3% |
P
S
|
22,394 | $4,784,836 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.57% | 1.49% |
#26
2
Prev: #24
|
1.1 |
—
|
641 | 4.1% |
P
S
|
16,329 | $4,695,620 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ES
EVERSOURCE ENER...
|
Utilities | 1.51% | 1.34% |
#27
1
Prev: #26
|
1.1 |
—
|
-285 | -0.4% |
P
S
|
65,277 | $4,522,403 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 1.35% | 0.08% |
#28
49
Prev: #77
|
3.5 |
—
|
36,764 | 2048.1% |
P
S
|
38,559 | $4,031,344 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.33% | 1.29% |
#29
2
Prev: #27
|
1.0 |
—
|
-10 | -0.0% |
P
S
|
22,857 | $3,986,267 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ENB
ENBRIDGE INC
|
Energy | 1.28% | 1.04% |
#30
Prev: #30
|
1.0 |
—
|
-1,324 | -1.8% |
P
S
|
70,791 | $3,832,625 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 1.09% | 1.10% |
#31
3
Prev: #28
|
0.9 |
—
|
373 | 3.6% |
P
S
|
10,776 | $3,256,857 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.05% | 0.28% |
#32
18
Prev: #50
|
3.4 |
—
|
28,427 | 249.0% |
P
S
|
39,844 | $3,158,460 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.73% | 0.66% |
#33
4
Prev: #37
|
0.8 |
—
|
107 | 0.5% |
P
S
|
19,987 | $2,192,773 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OTIS
OTIS WORLDWIDE ...
|
Industrials | 0.66% | — |
#34
Prev: #—
|
3.8 |
—
|
25,679 | — |
NEW
|
25,679 | $1,979,305 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 0.62% | 0.52% |
#35
7
Prev: #42
|
0.7 |
—
|
17 | 0.2% |
P
S
|
6,922 | $1,846,962 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.57% | 0.48% |
#36
7
Prev: #43
|
0.7 |
—
|
-174 | -0.8% |
P
S
|
22,377 | $1,701,771 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
STWD
STARWOOD PPTY T...
|
Real Estate | 0.56% | 0.59% |
#37
3
Prev: #40
|
0.7 |
—
|
-10,986 | -10.1% |
P
S
|
98,021 | $1,687,920 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TEM
TEMPUS AI INC
|
Healthcare | 0.55% | 0.65% |
#38
Prev: #38
|
1.2 |
—
|
no change | no change |
P
S
|
36,441 | $1,647,863 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.54% | 0.47% |
#39
5
Prev: #44
|
0.7 |
—
|
40 | 0.2% |
P
S
|
16,720 | $1,607,628 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVB
AVALONBAY CMNTY...
|
Real Estate | 0.50% | 0.92% |
#40
7
Prev: #33
|
0.2 |
—
|
-7,485 | -44.8% |
P
S
|
9,234 | $1,508,452 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
INDA
ISHARES TR
|
ETF | 0.46% | 0.43% |
#41
6
Prev: #47
|
2.2 |
—
|
3,000 | 11.5% |
P
S
|
29,115 | $1,363,747 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWF
ISHARES TR
|
ETF | 0.45% | 0.45% |
#42
3
Prev: #45
|
0.7 |
—
|
-23 | -0.7% |
P
S
|
3,128 | $1,333,810 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.42% | 0.39% |
#43
5
Prev: #48
|
0.7 |
—
|
8 | 0.5% |
P
S
|
1,482 | $1,253,815 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IYW
ISHARES TR
|
ETF | 0.38% | 0.34% |
#44
5
Prev: #49
|
1.2 |
—
|
no change | no change |
P
S
|
9,834 | $1,129,140 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.36% | 0.23% |
#45
8
Prev: #53
|
0.6 |
—
|
31 | 0.5% |
P
S
|
6,365 | $1,079,838 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.29% | 0.28% |
#46
5
Prev: #51
|
2.1 |
—
|
130 | 9.4% |
P
S
|
1,507 | $862,173 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.26% | 0.26% |
#47
5
Prev: #52
|
0.6 |
—
|
-2 | -0.1% |
P
S
|
2,697 | $793,349 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CAVA
CAVA GROUP INC
|
Consumer Cyclical | 0.25% | 0.16% |
#48
14
Prev: #62
|
1.1 |
—
|
no change | no change |
P
S
|
9,272 | $750,105 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SIRI
SIRIUSXM HOLDIN...
|
Communication Services | 0.24% | 0.18% |
#49
9
Prev: #58
|
2.1 |
—
|
2,363 | 8.0% |
P
S
|
31,752 | $732,837 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.24% | 0.45% |
#50
4
Prev: #46
|
0.1 |
—
|
-4,221 | -58.9% |
P
S
|
2,950 | $721,124 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 96 holdings