Riverview Capital Advisers, LLC
Net seller this quarter
$349M
65
-$6.22M
44.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $25.4M | 7.28% | 0.00% | -5.9% | Q4 2021 |
 BRK.B | $25.3M | 7.25% | Not reported | -0.3% | Q4 2021 |
 AAPL | $24.9M | 7.15% | 0.00% | +0.9% | Q4 2021 |
 MU | $24.5M | 7.03% | 0.00% | -8.2% | Q4 2021 |
 TSLA | $12.2M | 3.51% | 0.00% | -0.6% | Q4 2021 |
 PK | $9.31M | 2.67% | 0.32% | -1.9% | Q1 2025 |
 MSFT | $8.62M | 2.47% | 0.00% | -1.4% | Q4 2021 |
 CRM | $8.06M | 2.31% | 0.01% | +22.3% | Q4 2021 |
 MKL | $7.85M | 2.25% | 0.03% | -4.2% | Q4 2021 |
 URI | $7.63M | 2.19% | 0.01% | -4.1% | Q2 2025 |
 R | $7.38M | 2.12% | 0.07% | -4.2% | Q2 2025 |
 HD | $7.35M | 2.11% | 0.00% | +37.8% | Q4 2021 |
 NOW | $7.3M | 2.09% | 0.01% | +90.8% | Q3 2025 |
 CARR | $6.45M | 1.85% | 0.01% | -19.4% | Q4 2021 |
 SPG | $6.39M | 1.83% | 356.94% | -3.3% | Q4 2021 |
 WMT | $6.32M | 1.81% | 0.00% | +1.4% | Q4 2021 |
 GOOGL | $6.13M | 1.76% | 0.00% | +5.0% | Q4 2021 |
 KMI | $5.7M | 1.63% | 0.01% | -2.7% | Q1 2024 |
 NVDA | $4.92M | 1.41% | 0.00% | +7.6% | Q4 2021 |
 ES | $4.66M | 1.33% | 0.02% | -1.3% | Q2 2024 |
 ENB | $3.8M | 1.09% | 0.00% | -0.9% | Q2 2022 |
 V | $3.71M | 1.06% | 0.00% | +0.3% | Q4 2021 |
 DKS | $2.59M | 0.74% | 0.01% | New | Q2 2026 |
 AFL | $2.33M | 0.67% | 0.00% | -0.6% | Q4 2021 |
 TEM | $2.11M | 0.61% | Not reported | Not reported | Q1 2025 |
 LH | $1.94M | 0.56% | 0.01% | +0.3% | Q2 2024 |
 KO | $1.83M | 0.53% | 0.00% | +0.7% | Q4 2021 |
 AVBC | $1.71M | 0.49% | 0.05% | -1.8% | Q4 2023 |
 GS | $1.51M | 0.43% | 0.00% | +0.5% | Q4 2021 |
 OTIS | $1.36M | 0.39% | 0.01% | -25.8% | Q1 2026 |
 STWD | $1.35M | 0.39% | 0.02% | -15.8% | Q1 2024 |
 NFLX | $1.19M | 0.34% | 0.00% | -0.5% | Q4 2021 |
 JPM | $892K | 0.26% | 0.00% | +1.0% | Q4 2021 |
 META | $885K | 0.25% | Not reported | +4.3% | Q4 2021 |
 XOM | $770K | 0.22% | 0.00% | -11.6% | Q4 2021 |
 SPY | $740K | 0.21% | Not reported | +0.2% | Q4 2021 |
 PHG | $691K | 0.20% | 0.00% | +3.7% | Q2 2024 |
 CAVA | $690K | 0.20% | 0.01% | -5.2% | Q1 2024 |
 JNJ | $666K | 0.19% | 0.00% | -11.1% | Q4 2021 |
 LLY | $605K | 0.17% | 0.00% | -1.0% | Q3 2025 |
 BA | $553K | 0.16% | 0.00% | +52.2% | Q4 2021 |
 SPCX | $552K | 0.16% | Not reported | New | Q2 2026 |
 BX | $510K | 0.15% | 0.00% | +1.1% | Q4 2023 |
 LAR | $503K | 0.14% | 0.04% | Not reported | Q1 2025 |
 PEP | $436K | 0.12% | 0.00% | +7.1% | Q4 2021 |
 ORCL | $435K | 0.12% | 0.00% | -0.2% | Q4 2021 |
 MA | $371K | 0.11% | 0.00% | -3.0% | Q3 2025 |
 SYK | $321K | 0.09% | 0.00% | -25.7% | Q4 2021 |
 TSM | $305K | 0.09% | 0.00% | New | Q2 2026 |
 SHOP | $302K | 0.09% | 0.00% | +0.8% | Q3 2025 |
| Q1 2026 | |||||
| BRK.B | $24.3M | 8.11% | Not reported | +0.7% | Q4 2021 |
| AMZN | $23.6M | 7.87% | 0.00% | +0.1% | Q4 2021 |
| AAPL | $21.7M | 7.24% | 0.00% | -4.2% | Q4 2021 |
| TSLA | $10.9M | 3.63% | 0.00% | Not reported | Q4 2021 |
| MSFT | $8.67M | 2.89% | 0.00% | -0.2% | Q4 2021 |
| MKL | $8.03M | 2.68% | 0.03% | +0.5% | Q4 2021 |
| CRM | $7.85M | 2.62% | 0.00% | Not reported | Q4 2021 |
| MU | $7.82M | 2.61% | 0.00% | -1.5% | Q4 2021 |
| PK | $7.01M | 2.34% | 0.33% | -1.8% | Q1 2025 |
| WMT | $6.84M | 2.28% | 0.00% | +3.1% | Q4 2021 |
 BXP | $6.75M | 2.25% | 0.08% | -1.0% | Q2 2023 |
| CARR | $6.15M | 2.05% | 0.01% | -2.4% | Q4 2021 |
| KMI | $6.14M | 2.05% | 0.01% | +0.5% | Q1 2024 |
| R | $5.98M | 2.00% | 0.08% | +0.8% | Q2 2025 |
| SPG | $5.51M | 1.84% | 369.06% | -43.2% | Q4 2021 |
| URI | $5.12M | 1.71% | 0.01% | -1.8% | Q2 2025 |
| HD | $4.98M | 1.66% | 0.00% | -0.6% | Q4 2021 |
| GOOGL | $4.7M | 1.57% | 0.00% | +4.1% | Q4 2021 |
| ES | $4.52M | 1.51% | 0.02% | -0.4% | Q2 2024 |
| NOW | $4.03M | 1.35% | 0.00% | +2048.1% | Q3 2025 |
| NVDA | $3.99M | 1.33% | 0.00% | 0.0% | Q4 2021 |
| ENB | $3.83M | 1.28% | 0.00% | -1.8% | Q2 2022 |
| V | $3.26M | 1.09% | 0.00% | +3.6% | Q4 2021 |
| AFL | $2.19M | 0.73% | 0.00% | +0.5% | Q4 2021 |
| OTIS | $1.98M | 0.66% | 0.01% | New | Q1 2026 |
| LH | $1.85M | 0.62% | 0.01% | +0.3% | Q2 2024 |
| KO | $1.7M | 0.57% | 0.00% | -0.8% | Q4 2021 |
| STWD | $1.69M | 0.56% | 0.03% | -10.1% | Q1 2024 |
| TEM | $1.65M | 0.55% | Not reported | Not reported | Q1 2025 |
| NFLX | $1.61M | 0.54% | 0.00% | +0.2% | Q4 2021 |
| AVBC | $1.51M | 0.50% | 0.05% | -44.8% | Q4 2023 |
| GS | $1.25M | 0.42% | 0.00% | +0.5% | Q4 2021 |
| XOM | $1.08M | 0.36% | 0.00% | +0.5% | Q4 2021 |
| META | $862K | 0.29% | Not reported | +9.4% | Q4 2021 |
| JPM | $793K | 0.26% | 0.00% | -0.1% | Q4 2021 |
| CAVA | $750K | 0.25% | 0.01% | Not reported | Q1 2024 |
 SIRI | $733K | 0.24% | 0.01% | +8.0% | Q2 2024 |
| JNJ | $721K | 0.24% | 0.00% | -58.9% | Q4 2021 |
| PHG | $671K | 0.22% | 0.00% | Not reported | Q2 2024 |
| SPY | $643K | 0.21% | Not reported | +3.9% | Q4 2021 |
 IBIT | $621K | 0.21% | 0.00% | +162.2% | Q4 2024 |
| BX | $493K | 0.16% | 0.00% | -1.5% | Q4 2023 |
| LLY | $468K | 0.16% | 0.00% | Not reported | Q3 2025 |
| PEP | $467K | 0.16% | 0.00% | -2.5% | Q4 2021 |
| SYK | $451K | 0.15% | 0.00% | +0.2% | Q4 2021 |
| ORCL | $437K | 0.15% | 0.00% | +1.3% | Q4 2021 |
| LAR | $406K | 0.14% | 0.04% | Not reported | Q1 2025 |
| MA | $372K | 0.12% | 0.00% | +1.0% | Q3 2025 |
 GBTC | $336K | 0.11% | 0.00% | Not reported | Q1 2024 |
| BA | $334K | 0.11% | 0.00% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| AMZN | $26.1M | 7.90% | 0.00% | -0.1% | Q4 2021 |
| BRK.B | $25.3M | 7.66% | Not reported | -3.2% | Q4 2021 |
| AAPL | $24.2M | 7.33% | 0.00% | -1.4% | Q4 2021 |
| TSLA | $13.2M | 3.98% | 0.00% | Not reported | Q4 2021 |
| MSFT | $11.4M | 3.44% | 0.00% | -2.5% | Q4 2021 |
| SPG | $9.63M | 2.91% | 649.99% | -1.3% | Q4 2021 |
| MKL | $8.98M | 2.72% | 0.03% | -3.7% | Q4 2021 |
| BXP | $8.87M | 2.68% | 0.08% | -1.4% | Q2 2023 |
| PK | $7.09M | 2.15% | 0.34% | +0.8% | Q1 2025 |
| MU | $6.71M | 2.03% | 0.00% | -14.7% | Q4 2021 |
| WMT | $5.94M | 1.80% | 0.00% | -2.5% | Q4 2021 |
| CARR | $5.91M | 1.79% | 0.01% | -20.2% | Q4 2021 |
| URI | $5.79M | 1.75% | 0.01% | -0.2% | Q2 2025 |
| R | $5.55M | 1.68% | 0.07% | -0.2% | Q2 2025 |
| HD | $5.24M | 1.58% | 0.00% | -7.5% | Q4 2021 |
| KMI | $5.01M | 1.52% | 0.01% | -0.6% | Q1 2024 |
| GOOGL | $4.91M | 1.49% | 0.00% | -2.2% | Q4 2021 |
| ES | $4.41M | 1.34% | 0.02% | -1.3% | Q2 2024 |
| NVDA | $4.26M | 1.29% | 0.00% | -0.6% | Q4 2021 |
| V | $3.65M | 1.10% | 0.00% | -10.4% | Q4 2021 |
 VMRK | $3.47M | 1.05% | 0.01% | -0.6% | Q4 2023 |
| ENB | $3.45M | 1.04% | 0.00% | -0.7% | Q2 2022 |
 TOL | $3.27M | 0.99% | 0.03% | -1.1% | Q2 2025 |
 PSA | $3.17M | 0.96% | 0.01% | -9.9% | Q1 2025 |
| AVBC | $3.03M | 0.92% | 0.08% | -2.4% | Q4 2023 |
 PSX | $2.75M | 0.83% | 0.01% | -0.9% | Q4 2021 |
 VICI | $2.63M | 0.79% | 0.01% | +5.7% | Q2 2022 |
| AFL | $2.19M | 0.66% | 0.00% | Not reported | Q4 2021 |
| TEM | $2.15M | 0.65% | Not reported | Not reported | Q1 2025 |
 ABNB | $1.97M | 0.60% | Not reported | -5.3% | Q3 2024 |
| STWD | $1.96M | 0.59% | 0.03% | -13.5% | Q1 2024 |
| LH | $1.73M | 0.52% | 0.01% | Not reported | Q2 2024 |
| KO | $1.58M | 0.48% | 0.00% | -60.4% | Q4 2021 |
| NFLX | $1.56M | 0.47% | 0.00% | -5.2% | Q4 2021 |
| JNJ | $1.48M | 0.45% | 0.00% | +0.2% | Q4 2021 |
| GS | $1.3M | 0.39% | 0.00% | -5.6% | Q4 2021 |
| META | $909K | 0.28% | Not reported | -1.2% | Q4 2021 |
| JPM | $870K | 0.26% | 0.00% | +0.2% | Q4 2021 |
| XOM | $762K | 0.23% | 0.00% | Not reported | Q4 2021 |
| BX | $671K | 0.20% | 0.00% | -0.5% | Q4 2023 |
| PHG | $664K | 0.20% | 0.00% | Not reported | Q2 2024 |
| SPY | $649K | 0.20% | Not reported | +7.7% | Q4 2021 |
| SIRI | $588K | 0.18% | 0.01% | +158.1% | Q2 2024 |
 UBER | $580K | 0.18% | 0.00% | -0.5% | Q4 2021 |
| ORCL | $572K | 0.17% | 0.00% | -1.7% | Q4 2021 |
| LLY | $547K | 0.17% | 0.00% | +2.8% | Q3 2025 |
| CAVA | $544K | 0.16% | 0.01% | Not reported | Q1 2024 |
| SYK | $482K | 0.15% | 0.00% | -68.3% | Q4 2021 |
| PEP | $442K | 0.13% | 0.00% | -0.2% | Q4 2021 |
| GBTC | $436K | 0.13% | 0.00% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| BRK.B | $26.2M | 7.57% | Not reported | -0.6% | Q4 2021 |
| AMZN | $24.9M | 7.19% | 0.00% | -2.2% | Q4 2021 |
| AAPL | $23M | 6.66% | 0.00% | -0.3% | Q4 2021 |
| TSLA | $13M | 3.77% | 0.00% | +2.9% | Q4 2021 |
| MSFT | $12.5M | 3.61% | 0.00% | +8.8% | Q4 2021 |
| BXP | $9.91M | 2.86% | 0.08% | -0.8% | Q2 2023 |
| SPG | $9.89M | 2.86% | 658.78% | -2.6% | Q4 2021 |
| CARR | $8.36M | 2.42% | 0.02% | +0.1% | Q4 2021 |
| MKL | $8.29M | 2.40% | 0.03% | Not reported | Q4 2021 |
| PK | $7.45M | 2.16% | 0.34% | -0.6% | Q1 2025 |
| URI | $6.84M | 1.98% | 0.01% | Not reported | Q2 2025 |
| HD | $6.67M | 1.93% | 0.00% | +0.5% | Q4 2021 |
| WMT | $5.64M | 1.63% | 0.00% | +0.1% | Q4 2021 |
| R | $5.49M | 1.59% | 0.07% | Not reported | Q2 2025 |
| KMI | $5.19M | 1.50% | 0.01% | -19.4% | Q1 2024 |
| ES | $4.72M | 1.37% | 0.02% | +0.1% | Q2 2024 |
| MU | $4.61M | 1.33% | 0.00% | +0.1% | Q4 2021 |
| NVDA | $4.29M | 1.24% | 0.00% | +5.5% | Q4 2021 |
| V | $3.96M | 1.15% | 0.00% | +10.7% | Q4 2021 |
| PSA | $3.91M | 1.13% | 0.01% | -4.6% | Q1 2025 |
| GOOGL | $3.9M | 1.13% | 0.00% | -27.7% | Q4 2021 |
| KO | $3.77M | 1.09% | 0.00% | +0.1% | Q4 2021 |
| ENB | $3.66M | 1.06% | 0.00% | Not reported | Q2 2022 |
| VMRK | $3.58M | 1.04% | 0.01% | -19.4% | Q4 2023 |
| TOL | $3.38M | 0.98% | 0.03% | +0.3% | Q2 2025 |
| AVBC | $3.31M | 0.96% | 0.09% | -20.6% | Q4 2023 |
| TEM | $2.94M | 0.85% | Not reported | -21.5% | Q1 2025 |
| PSX | $2.92M | 0.84% | 0.01% | +1.1% | Q4 2021 |
| VICI | $2.88M | 0.83% | 0.01% | -0.3% | Q2 2022 |
| STWD | $2.44M | 0.71% | 0.03% | -0.5% | Q1 2024 |
| AFL | $2.22M | 0.64% | 0.00% | Not reported | Q4 2021 |
| IBIT | $2.21M | 0.64% | 0.00% | +483.5% | Q4 2024 |
| NFLX | $2.11M | 0.61% | 0.00% | +7.8% | Q4 2021 |
| LH | $1.98M | 0.57% | 0.01% | -6.7% | Q2 2024 |
| ABNB | $1.86M | 0.54% | Not reported | -22.4% | Q3 2024 |
| SYK | $1.6M | 0.46% | 0.00% | Not reported | Q4 2021 |
| JNJ | $1.33M | 0.38% | 0.00% | +0.1% | Q4 2021 |
| GS | $1.24M | 0.36% | 0.00% | +0.3% | Q4 2021 |
 DGX | $1.16M | 0.33% | 0.01% | Not reported | Q4 2021 |
 HON | $1.04M | 0.30% | 0.00% | +4.8% | Q4 2021 |
| META | $1.02M | 0.30% | Not reported | +59.9% | Q4 2021 |
| JPM | $850K | 0.25% | 0.00% | +0.8% | Q4 2021 |
| EA | $841K | 0.24% | Not reported | Not reported | Q4 2021 |
| ORCL | $839K | 0.24% | 0.00% | +116.5% | Q4 2021 |
| BX | $747K | 0.22% | 0.00% | -6.3% | Q4 2023 |
 AZN | $728K | 0.21% | Not reported | -20.9% | Q4 2021 |
 SHW | $721K | 0.21% | 0.00% | Not reported | Q4 2021 |
| XOM | $714K | 0.21% | 0.00% | +2.0% | Q4 2021 |
| UBER | $699K | 0.20% | 0.00% | +14.5% | Q4 2021 |
| PHG | $668K | 0.19% | 0.00% | -0.9% | Q2 2024 |