Fund Universe

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☆Riverview Capital Advisers, LLC

CIK 0001962933 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.415
AUM ($M)
349
Positions
88
Turnover
0.10
Top-10 wt
49%
Herfindahl
0.036
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 95 positions · portfolio value $349M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AMZN funds › AMAZON COM INC TRIM — 7.3% -0.6% 25.4 106,509 -6,723 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 7.3% -0.9% 25.3 50,542 -170 5 —
☆AAPL funds › APPLE INC ADD — 7.2% -0.1% 24.9 86,199 +757 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 7.0% +4.4% 24.5 21,250 -1,902 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 5.3% -0.2% 18.5 229,186 +172,157 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 3.6% +0.4% 12.4 144,092 +122,384 5 —
☆TSLA funds › TESLA INC TRIM — 3.5% -0.1% 12.2 29,115 -170 5 —
☆CUSIP:36087T395 funds › FUNDVANTAGE TR TRIM — 2.8% -0.6% 9.9 453,193 -47,582 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 2.7% +0.1% 9.6 40,444 +3,078 5 —
☆PK funds › PARK HOTELS & RESORTS INC TRIM — 2.7% +0.3% 9.3 653,370 -12,308 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 2.5% +0.3% 8.7 176,590 +18,576 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 2.5% -0.4% 8.6 23,104 -325 5 —
☆CRM funds › SALESFORCE INC ADD — 2.3% -0.3% 8.1 51,438 +9,371 2 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT ADD — 2.3% +0.1% 8.0 230,943 +5,324 5 —
☆MKL funds › MARKEL GROUP INC TRIM — 2.3% -0.4% 7.8 4,019 -177 4 —
☆URI funds › UNITED RENTALS INC TRIM — 2.2% +0.5% 7.6 6,737 -287 5 —
☆R funds › RYDER SYS INC TRIM — 2.1% +0.1% 7.4 27,998 -1,230 5 —
☆HD funds › HOME DEPOT INC ADD — 2.1% +0.4% 7.4 20,850 +5,722 5 —
☆NOW funds › SERVICENOW INC ADD — 2.1% +0.7% 7.3 73,571 +35,012 4 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 2.0% -0.0% 6.9 18,632 -164 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 1.9% -0.2% 6.5 87,979 -21,153 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW TRIM — 1.8% -0.0% 6.4 28,555 -970 5 —
☆WMT funds › WALMART INC ADD — 1.8% -0.5% 6.3 55,775 +766 5 —
☆GOOGL funds › ALPHABET INC ADD — 1.8% +0.2% 6.1 17,151 +822 5 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 1.6% -0.4% 5.7 178,223 -4,936 5 —
☆IWD funds › ISHARES TR ADD — 1.6% -0.0% 5.4 22,453 +59 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 1.4% +0.4% 5.0 63,510 +23,666 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.4% +0.1% 4.9 24,591 +1,734 5 —
☆ES funds › EVERSOURCE ENERGY TRIM — 1.3% -0.2% 4.7 64,421 -856 5 —
☆ENB funds › ENBRIDGE INC TRIM — 1.1% -0.2% 3.8 70,141 -650 5 —
☆V funds › VISA INC ADD — 1.1% -0.0% 3.7 10,805 +29 5 —
☆DKS funds › DICKS SPORTING GOODS INC NEW — 0.7% +0.7% 2.6 11,402 +11,402 1 —
☆AFL funds › AFLAC INC TRIM Common Stock 0.7% -0.1% 2.3 19,871 -116 5 —
☆TEM funds › TEMPUS AI INC HOLD — 0.6% +0.1% 2.1 36,441 +0 5 —
☆LH funds › LABCORP HOLDINGS INC ADD — 0.6% -0.1% 1.9 6,941 +19 5 —
☆KO funds › COCA COLA CO ADD — 0.5% -0.0% 1.8 22,533 +156 5 —
☆AVB funds › AVALONBAY CMNTYS INC TRIM — 0.5% -0.0% 1.7 9,064 -170 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.4% +0.0% 1.5 1,489 +7 5 —
☆IWF funds › ISHARES TR ADD — 0.4% -0.0% 1.5 12,075 +8,947 5 —
☆OTIS funds › OTIS WORLDWIDE CORP TRIM — 0.4% -0.3% 1.4 19,053 -6,626 2 —
☆STWD funds › STARWOOD PPTY TR INC TRIM — 0.4% -0.2% 1.4 82,505 -15,516 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.3% -0.2% 1.2 16,635 -85 5 —
☆IYW funds › ISHARES TR HOLD — 0.3% -0.1% 1.1 9,834 +0 5 —
☆IJR funds › ISHARES TR ADD — 0.3% +0.2% 1.1 7,477 +3,967 2 —
☆EVLN funds › MORGAN STANLEY ETF TRUST NEW — 0.3% +0.3% 1.0 21,013 +21,013 1 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.3% -0.0% 0.9 2,725 +28 5 —
☆META funds › META PLATFORMS INC ADD — 0.3% -0.0% 0.9 1,572 +65 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 0.8 7,097 +6,211 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 0.8 5,630 -735 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.2% -0.0% 0.7 991 +2 5 —
☆PHG funds › KONINKLIJKE PHILIPS N V ADD — 0.2% -0.0% 0.7 25,412 +909 5 —
☆CAVA funds › CAVA GROUP INC TRIM — 0.2% -0.1% 0.7 8,793 -479 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.2% -0.0% 0.7 2,623 -327 5 —
☆VIS funds › VANGUARD WORLD FD ADD — 0.2% -0.0% 0.6 1,738 +4 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.2% +0.0% 0.6 504 -5 4 —
☆BA funds › BOEING CO ADD — 0.2% +0.0% 0.6 2,553 +875 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.2% +0.2% 0.6 3,233 +3,233 1 —
☆BX funds › BLACKSTONE INC ADD — 0.1% -0.0% 0.5 4,337 +46 5 —
☆LAR funds › LITHIUM ARGENTINA AG HOLD — 0.1% +0.0% 0.5 60,786 +0 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.5 716 +2 4 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.5 1,590 -62 5 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.5 15,415 +0 5 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 0.4 3,217 +212 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.0% 0.4 2,966 -6 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 0.4 7,610 +3 5 —
☆GDX funds › VANECK ETF TRUST NEW — 0.1% +0.1% 0.4 5,000 +5,000 1 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.4 722 -22 4 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 0.3 5,853 +7 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.1% -0.1% 0.3 1,020 -353 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.1% +0.1% 0.3 639 +639 1 —
☆SHOP funds › SHOPIFY INC ADD — 0.1% -0.0% 0.3 2,643 +20 4 —
☆IVV funds › ISHARES TR ADD — 0.1% -0.0% 0.3 398 +1 5 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.1% -0.0% 0.3 6,373 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.1% +0.1% 0.3 456 +456 1 —
☆DKNG funds › DRAFTKINGS INC NEW HOLD — 0.1% +0.0% 0.3 10,378 +0 5 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.1% +0.1% 0.3 598 +598 1 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 0.3 4,445 +21 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.2 887 +20 2 —
☆IMNN funds › IMUNON INC HOLD — 0.1% -0.0% 0.2 34,364 +0 4 —
☆DVY funds › ISHARES TR ADD — 0.1% -0.0% 0.2 1,538 +12 4 —
☆DHR funds › DANAHER CORP DEL NEW — 0.1% +0.1% 0.2 1,198 +1,198 1 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A ADD — 0.1% -0.0% 0.2 490 +65 4 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.1% 0.2 6,483 -9,682 5 —
☆MS funds › MORGAN STANLEY NEW — 0.1% +0.1% 0.2 979 +979 1 —
☆ACVA funds › ACV AUCTIONS INC HOLD Common Stock 0.0% +0.0% 0.1 16,061 +0 5 —
☆INDI funds › INDIE SEMICONDUCTOR INC HOLD — 0.0% +0.0% 0.1 16,346 +0 4 —
☆CLRB funds › CELLECTAR BIOSCIENCES INC HOLD — 0.0% -0.0% 0.1 10,384 +0 5 —
☆SERA funds › SERA PROGNOSTICS INC HOLD — 0.0% -0.0% 0.0 12,669 +0 5 —
☆EPI funds › WISDOMTREE TR EXIT — 0.0% -0.1% 0.0 0 -8,855 0 —
☆SG funds › SWEETGREEN INC EXIT — 0.0% -0.1% 0.0 0 -34,200 0 —
☆SIRI funds › SIRIUSXM HOLDINGS INC EXIT — 0.0% -0.2% 0.0 0 -31,752 0 —
☆BXP funds › BXP INC EXIT — 0.0% -2.3% 0.0 0 -130,098 0 —
☆MSTR funds › STRATEGY INC EXIT — 0.0% -0.1% 0.0 0 -1,908 0 —
☆CSGP funds › COSTAR GROUP INC EXIT — 0.0% -0.1% 0.0 0 -5,972 0 —
☆INDA funds › ISHARES TR EXIT — 0.0% -0.5% 0.0 0 -29,115 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 349 88 0.10 49% 0.036 0.414 — in
2026Q1 300 86 0.14 47% 0.035 0.313 — in
2025Q4 330 91 0.06 49% 0.034 0.449 — in
2025Q3 346 98 0.16 47% 0.032 0.256 — in
2025Q2 349 97 0.11 45% 0.030 0.358 — entered
2025Q1 318 88 0.00 46% 0.030 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status