1y return+13.5%S&P 500 +20.9%
3y return+40.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $128 against $157 in the S&P 500.2
Riverview Capital Advisers, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $25.4M | 7.3% | −5.9% |
| BRK/BBerkshire Hathaway Inc Del | $25.3M | 7.3% | |
| AAPLApple Inc | $24.9M | 7.2% | |
| MUMicron Technology Inc | $24.5M | 7.0% | −8.2% |
| VOVanguard Index Fds | $18.5M | 5.3% | |
| VUGVanguard Index Fds | $12.4M | 3.6% | +10.6% |
| TSLATesla Inc | $12.2M | 3.5% | |
| PCLGFundvantage Tr | $9.9M | 2.8% | −9.5% |
| VIGVanguard Specialized Funds | $9.6M | 2.7% | +8.2% |
| PKPark Hotels & Resorts Inc | $9.3M | 2.7% | −1.8% |
| CGDVCapital Group Dividend Value | $8.7M | 2.5% | +11.8% |
| MSFTMicrosoft Corp | $8.6M | 2.5% | −1.4% |
| CRMSalesforce Inc | $8.1M | 2.3% | +22.3% |
| CGXUCapital Group Intl Focus Eqt | $8.0M | 2.3% | +2.4% |
| MKLMarkel Group Inc | $7.8M | 2.3% | −4.2% |
| URIUnited Rentals Inc | $7.6M | 2.2% | −4.1% |
| RRyder Sys Inc | $7.4M | 2.1% | −4.2% |
| HDHome Depot Inc | $7.4M | 2.1% | +37.8% |
| NOWServicenow Inc | $7.3M | 2.1% | +90.8% |
| VTIVanguard Index Fds | $6.9M | 2.0% | |
| CARRCarrier Global Corporation | $6.5M | 1.9% | −19.4% |
| SPGSimon Ppty Group Inc New | $6.4M | 1.8% | −3.3% |
| WMTWalmart Inc | $6.3M | 1.8% | +1.4% |
| GOOGLAlphabet Inc | $6.1M | 1.8% | +5.0% |
| KMIKinder Morgan Inc Del | $5.7M | 1.6% | −2.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $4.9M |
| GSGoldman Sachs Group Inc | December 31, 2023 | +162.2% | $1.5M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $6.1M |
| SPGSimon Ppty Group Inc New | June 30, 2022 | +135.6% | $6.4M |
| WMTWalmart Inc | December 31, 2021 | +134.8% | $6.3M |
| AFLAflac Inc | December 31, 2021 | +100.8% | $2.3M |
| IWFIshares Tr | September 30, 2023 | +86.7% | $1.5M |
| KMIKinder Morgan Inc Del | March 31, 2024 | +74.3% | $5.7M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $25.3M |
| RRyder Sys Inc | June 30, 2025 | +65.9% | $7.4M |
Sold off last quarter
- BXPBxp Inc was $6.8M
- INDAIshares Tr was $1.4M
- SIRISiriusxm Holdings Inc was $733K
- EPIWisdomtree Tr was $361K
- CSGPCostar Group Inc was $241K
- MSTRStrategy Inc was $238K
- SGSweetgreen Inc was $177K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +4.5% | +10.5% |
| March 31, 2025 | −5.0% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +7.2% | +8.3% |
| March 31, 2023 | +7.2% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −18.2% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Riverview Capital Advisers, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1962933&type=13F-HR&dateb=&owner=include&count=40CIK 1962933
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1962933/000196293326000003/Filed August 13, 2026 · accession 0001962933-26-000003