Riverview Capital Advisers, LLC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
98
Total value ($000)
$345,804
Net value change ($000)
-3,220 (-0.9%)
New positions
15
Sold out positions
13
Turnover %
19.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PCLG 12,535 NEW
MKL 8,291 NEW
AAPL 4,422 23.8%
TSLA 3,985 44.1%
IBIT 1,851 519.9%
MSFT 1,467 13.3%
URI 1,442 26.7%
MU 1,218 35.9%
SPG 1,193 13.7%
VUG 912 10.4%
Top Reduces (Value $000, Stocks/ETFs)
RSP -18,593 -100.0%
FSLR -5,874 -100.0%
SG -3,738 -100.0%
UPS -3,379 -100.0%
SLB -3,093 -100.0%
BHP -3,038 -100.0%
CARR -1,882 -18.4%
CAVA -1,611 -74.2%
VO -1,608 -9.2%
CRM -1,596 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type