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Riverview Trust Company Portfolio holdings

AUM $83.9M
1-Year Est. Return 32.6%
This Fund
S&P 500
This Quarter Est. Return
-0.15%
1 Year Est. Return
+32.6%
3 Year Est. Return
+87.61%
5 Year Est. Return
+97.79%
10 Year Est. Return
–
AUM
$101M
AUM Growth
-$8.66M
Cap. Flow
-$7.06M
Cap. Flow %
-6.97%
Top 10 Hldgs %
36.89%
Holding
845
New
25
Increased
27
Reduced
293
Closed
251

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$505K
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$215K
3
TXN icon
Texas Instruments
TXN
+$48.1K
4
CPB icon
Campbell Soup
CPB
+$44.8K
5
BIIB icon
Biogen
BIIB
+$40.9K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.62M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$708K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$523K
4
ABT icon
Abbott
ABT
+$380K
5
MRK icon
Merck
MRK
+$372K

Sector Composition

Rank Sector Weight
1 Technology 19.95%
2 Financials 10.79%
3 Healthcare 9.36%
4 Industrials 6.2%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IT icon
476
Gartner
IT
$11.6B
$17.6K 0.02%
42
-2
-5% -$986
IWP icon
477
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$17.6K 0.02%
150
– –
YUM icon
478
Yum! Brands
YUM
$41.3B
$17.6K 0.02%
112
-12
-10% -$1.73K
LAD icon
479
Lithia Motors
LAD
$8.25B
$17.6K 0.02%
60
– –
TRU icon
480
TransUnion
TRU
$15B
$17.6K 0.02%
212
-6
-3% -$548
ADSK icon
481
Autodesk
ADSK
$50.6B
$17.5K 0.02%
67
-3
-4% -$853
AEIS icon
482
Advanced Energy
AEIS
$13.1B
$17.5K 0.02%
184
– –
FFWM
483
DELISTED
First Foundation Inc
FFWM
$17.5K 0.02%
3,377
– –
JOUT icon
484
Johnson Outdoors
JOUT
$502M
$17.4K 0.02%
+701
New +$20.5K
WGO icon
485
Winnebago Industries
WGO
$893M
$17.4K 0.02%
+505
New +$21.4K
KSS icon
486
Kohl's
KSS
$2.15B
$17.4K 0.02%
+2,123
New +$24.6K
TSCO icon
487
Tractor Supply
TSCO
$17.8B
$17.4K 0.02%
315
-15
-5% -$821
CENTA icon
488
Central Garden & Pet Co Class A
CENTA
$2.45B
$17.3K 0.02%
530
– –
M icon
489
Macy's
M
$6.67B
$17.3K 0.02%
1,375
– –
LEG icon
490
Leggett & Platt
LEG
$1.35B
$17.3K 0.02%
2,182
+2,135
+4,543% +$20.2K
FORM icon
491
FormFactor
FORM
$9.12B
$17.2K 0.02%
607
– –
ADNT icon
492
Adient
ADNT
$1.52B
$17.1K 0.02%
1,333
+1,293
+3,233% +$20.8K
VEEV icon
493
Veeva Systems
VEEV
$34.9B
$17.1K 0.02%
74
-3
-4% -$686
SUI icon
494
Sun Communities
SUI
$14.7B
$17.1K 0.02%
133
– –
FTV icon
495
Fortive
FTV
$18.6B
$17.1K 0.02%
309
-16
-5% -$939
SOLV icon
496
Solventum
SOLV
$14.4B
$17K 0.02%
223
– –
CMCO icon
497
Columbus McKinnon
CMCO
$609M
$16.9K 0.02%
+997
New +$25.9K
LVS icon
498
Las Vegas Sands
LVS
$29.8B
$16.8K 0.02%
436
– –
TTD icon
499
Trade Desk
TTD
$8.37B
$16.8K 0.02%
307
-10
-3% -$905
FANG icon
500
Diamondback Energy
FANG
$52.8B
$16.8K 0.02%
105
– –
18 19
20
21 22

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MIPU
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MPA
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CCAM
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EAM
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CC
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BC
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CAN
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Riverview Trust Company's Q1 2025 Portfolio in Review

As of Q1 2025, Riverview Trust Company held 845 positions worth $101M, down 7.9% from $110M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Riverview Trust Company withdrew a net $7.06M in Q1 2025, closing 251 positions and reducing 293 holdings. Its most notable exit was ON Semiconductor, an estimated $71.1K position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Riverview Trust Company opened a new position in Campbell Soup worth $45.6K.

  • Riverview Trust Company's largest Q1 2025 buy was Campbell Soup: 1,143 shares worth $45.6K.
  • Riverview Trust Company added most to Vanguard Morningstar Total Stock Market ETF in Q1 2025, an estimated $505K increase.
  • Riverview Trust Company's biggest Q1 2025 reduction was Apple, cutting an estimated $1.62M.
  • Riverview Trust Company fully exited ON Semiconductor in Q1 2025, selling an estimated $71.1K.
  • Riverview Trust Company's ten largest holdings make up 37% of its $101M portfolio in Q1 2025.
  • Riverview Trust Company opened 25 new positions and closed 251 in Q1 2025.
  • Riverview Trust Company's portfolio value fell 7.9% quarter-over-quarter to $101M.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.