Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

AAPL Apple Inc. 7.9% Trimmed −3%AMZN Amazon.com Inc 7.5% Held BRK-B Berkshire Hathaway Inc 7.1% Held MU Micron Technology Inc 6.4% Held

VO Vanguard Index FDS 5.1% Held

VUG Vanguard Index FDS 3.8% Added +3%

CRM Salesforce, Inc. 3.4% Held MSFT Microsoft Corp 3.3% Held TSLA Tesla, Inc. 2.9% Held

PCLG Fundvantage Tr 2.9% Held

PK Park Hotels & Resorts Inc. 2.9% Held

VCSH Vanguard Scottsdale FDS 2.9% Added +108%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing

add_circleNew

VICI $4.73M
VMRK $1.49M
FDS $1.43M
DE $753K

arrow_upwardAdded

DKS +198%
EVLN +112%
VCSH +108%
IJR +20%

arrow_downwardTrimmed

TEM −14%
NVDA −11%
IWF −4%
URI −4%

remove_circleSold out

MKL $7.85M
CARR $6.45M
AVB $1.71M
OTIS $1.36M

Riverview Capital Advisers, LLC

Where the money is

Biggest moves since Jun 30, 2026

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