Riverview Capital Advisers, LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$299,672
Net value change ($000)
-30,827 (-9.3%)
New positions
5
Sold out positions
10
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CRM 7,853 NEW
CGDV 4,330 181.0%
NOW 3,756 1365.8%
VCSH 2,248 247.0%
OTIS 1,979 NEW
VIG 1,204 17.6%
KMI 1,131 22.6%
MU 1,114 16.6%
WMT 893 15.0%
VO 521 3.3%
Top Reduces (Value $000, Stocks/ETFs)
VB -12,938 -96.8%
SPG -4,118 -42.8%
EQR -3,467 -100.0%
TOL -3,275 -100.0%
PSA -3,167 -100.0%
PSX -2,746 -100.0%
MSFT -2,682 -23.6%
VICI -2,627 -100.0%
AAPL -2,552 -10.5%
AMZN -2,529 -9.7%
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