AI Portfolio Summary
In 2025 Q4, Riverview Capital Advisers, LLC maintained a portfolio of 101 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.6%. Conversely, Riverview Capital Advisers, LLC completely exited their position in QUEST DIAGNOSTICS IN.
Total Positions
101
Quarter
2025 Q4
Top Holding
AMZN (7.9%)
Top 10 Concentration
48.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 101
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 7.90% | 7.19% |
#1
1
Prev: #2
|
5.7 | -52 | -0.0% |
P
S
|
113,125 | $26,111,527 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 7.66% | 7.57% |
#2
1
Prev: #1
|
5.1 | -1,663 | -3.2% |
P
S
|
50,375 | $25,320,994 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 7.33% | 6.66% |
#3
Prev: #3
|
4.4 | -1,291 | -1.4% |
P
S
|
89,150 | $24,236,364 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 4.80% | 4.61% |
#4
Prev: #4
|
2.9 | 323 | 0.6% |
P
S
|
54,636 | $15,856,593 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 4.05% | 3.85% |
#5
Prev: #5
|
2.6 | -510 | -1.0% |
P
S
|
51,834 | $13,370,558 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 3.98% | 3.77% |
#6
Prev: #6
|
2.6 | no change | no change |
P
S
|
29,285 | $13,170,051 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PCLG
FUNDVANTAGE TR
|
Unknown | 3.75% | 3.62% |
#7
Prev: #7
|
2.5 | no change | no change |
P
S
|
500,775 | $12,393,738 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.44% | 3.61% |
#8
Prev: #8
|
1.9 | -608 | -2.5% |
P
S
|
23,479 | $11,354,965 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.93% | 2.80% |
#9
2
Prev: #11
|
1.7 | -298 | -1.5% |
P
S
|
19,863 | $9,690,461 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 2.91% | 2.86% |
#10
Prev: #10
|
1.7 | -703 | -1.3% |
P
S
|
51,999 | $9,625,492 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 2.72% | 2.40% |
#11
2
Prev: #13
|
1.6 | -162 | -3.7% |
P
S
|
4,176 | $8,976,939 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BXP
BXP INC
|
Real Estate | 2.68% | 2.86% |
#12
3
Prev: #9
|
1.6 | -1,804 | -1.4% |
P
S
|
131,462 | $8,871,028 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PK
PARK HOTELS & R...
|
Real Estate | 2.15% | 2.16% |
#13
1
Prev: #14
|
1.4 | 5,139 | 0.8% |
P
S
|
677,878 | $7,090,609 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.07% | 1.89% |
#14
3
Prev: #17
|
1.3 | 816 | 2.7% |
P
S
|
31,084 | $6,831,749 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.03% | 1.33% |
#15
10
Prev: #25
|
1.3 | -4,048 | -14.7% |
P
S
|
23,502 | $6,707,706 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGXU
CAPITAL GROUP I...
|
Unknown | 1.94% | 1.81% |
#16
2
Prev: #18
|
1.3 | 5,892 | 2.8% |
P
S
|
216,664 | $6,402,422 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.81% | 1.64% |
#17
2
Prev: #19
|
1.2 | 571 | 3.3% |
P
S
|
17,866 | $5,989,881 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.80% | 1.63% |
#18
2
Prev: #20
|
1.2 | -1,349 | -2.5% |
P
S
|
53,339 | $5,942,533 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CARR
CARRIER GLOBAL ...
|
Industrials | 1.79% | 2.42% |
#19
7
Prev: #12
|
0.7 | -28,262 | -20.2% |
P
S
|
111,816 | $5,908,355 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.75% | 1.98% |
#20
5
Prev: #15
|
1.2 | -17 | -0.2% |
P
S
|
7,149 | $5,785,829 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
R
RYDER SYS INC
|
Industrials | 1.68% | 1.59% |
#21
Prev: #21
|
1.2 | -70 | -0.2% |
P
S
|
29,009 | $5,552,033 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.58% | 1.93% |
#22
6
Prev: #16
|
1.1 | -1,240 | -7.5% |
P
S
|
15,219 | $5,236,839 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMI
KINDER MORGAN I...
|
Energy | 1.52% | 1.50% |
#23
1
Prev: #22
|
1.1 | -1,058 | -0.6% |
P
S
|
182,262 | $5,010,369 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.49% | 1.13% |
#24
5
Prev: #29
|
1.1 | -350 | -2.2% |
P
S
|
15,688 | $4,910,494 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
ISHARES TR
|
ETF | 1.42% | 1.37% |
#25
2
Prev: #23
|
1.1 | -939 | -4.0% |
P
S
|
22,327 | $4,696,275 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGX
QUEST DIAGNOSTI...
|
Healthcare | 0.00% | 0.33% |
Sold All 😨
(Was: #51) |
0.0 | -6,069 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.00% | 0.30% |
Sold All 😨
(Was: #53) |
0.0 | -4,956 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EA
ELECTRONIC ARTS...
|
Communication Services | 0.00% | 0.24% |
Sold All 😨
(Was: #56) |
0.0 | -4,168 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZN
ASTRAZENECA PLC
|
Healthcare | 0.00% | 0.21% |
Sold All 😨
(Was: #59) |
0.0 | -9,491 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.00% | 0.21% |
Sold All 😨
(Was: #60) |
0.0 | -2,082 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MC
MOELIS & CO
|
Financial Services | 0.00% | 0.08% |
Sold All 😨
(Was: #80) |
0.0 | -4,034 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.00% | 0.07% |
Sold All 😨
(Was: #88) |
0.0 | -678 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #92) |
0.0 | -2,669 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QMCO
QUANTUM CORP
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #94) |
0.0 | -10,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CHRS
COHERUS ONCOLOG...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #98) |
0.0 | -12,946 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 101 holdings