Riverview Capital Advisers, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$348,774
Net value change ($000)
+49,102 (16.4%)
New positions
9
Sold out positions
7
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 16,706 213.6%
NOW 3,273 81.2%
AAPL 3,259 15.0%
VUG 2,930 30.9%
DKS 2,586 NEW
URI 2,514 49.1%
HD 2,377 47.8%
PK 2,301 32.8%
VO 2,087 12.7%
CGDV 1,980 29.5%
Top Reduces (Value $000, Stocks/ETFs)
BXP -6,752 -100.0%
INDA -1,364 -100.0%
SIRI -733 -100.0%
OTIS -615 -31.1%
WMT -519 -7.6%
KMI -443 -7.2%
NFLX -420 -26.1%
IBIT -405 -65.2%
PCLG -389 -3.8%
EPI -361 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type