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Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+18.57%
3 Year Est. Return
+67.64%
5 Year Est. Return
+74.55%
10 Year Est. Return
–
AUM
$83.1M
AUM Growth
+$283K
Cap. Flow
-$1.13M
Cap. Flow %
-1.36%
Top 10 Hldgs %
62.27%
Holding
225
New
20
Increased
19
Reduced
12
Closed
6

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$746K
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$318K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$159K
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$91.4K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$69.9K

Top Sells

Rank Stock Value
1
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$777K
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$754K
3
FMUN
Fidelity Systematic Municipal Bond Index ETF
FMUN
+$536K
4
INTC icon
Intel
INTC
+$141K
5
RIO icon
Rio Tinto
RIO
+$114K

Sector Composition

Rank Sector Weight
1 Technology 12.4%
2 Financials 6.97%
3 Industrials 4.35%
4 Healthcare 3.28%
5 Consumer Staples 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
51
ConocoPhillips
COP
$145B
$225K 0.27%
2,405
– –
BAC.PRL icon
52
Bank of America Series L
BAC.PRL
$3.96B
$218K 0.26%
174
– –
GVA icon
53
Granite Construction
GVA
$5.03B
$217K 0.26%
1,879
– –
ORCL icon
54
Oracle
ORCL
$367B
$211K 0.25%
1,082
– –
RTX icon
55
RTX Corp
RTX
$289B
$208K 0.25%
1,133
+36
+3% +$6.25K
GE icon
56
GE Aerospace
GE
$368B
$205K 0.25%
664
– –
WFC.PRL icon
57
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.69B
$202K 0.24%
167
– –
T icon
58
AT&T
T
$159B
$202K 0.24%
8,146
– –
SHEL icon
59
Shell
SHEL
$250B
$193K 0.23%
2,629
– –
SYY icon
60
Sysco
SYY
$40.6B
$187K 0.23%
2,543
– –
AMGN icon
61
Amgen
AMGN
$209B
$187K 0.23%
572
– –
CAH icon
62
Cardinal Health
CAH
$53.2B
$182K 0.22%
887
– –
MMM icon
63
3M
MMM
$90.8B
$178K 0.21%
1,113
– –
DLR icon
64
Digital Realty Trust
DLR
$71.5B
$170K 0.2%
1,096
– –
BDX icon
65
Becton Dickinson
BDX
$45.6B
$169K 0.2%
870
-82
-9% -$15.6K
DVY icon
66
iShares Select Dividend ETF
DVY
$23.6B
$169K 0.2%
1,196
– –
ACGL icon
67
Arch Capital
ACGL
$34.5B
$161K 0.19%
1,674
+77
+5% +$7.04K
UL icon
68
Unilever
UL
$141B
$156K 0.19%
2,385
-2
-0.1% -$134
WMB icon
69
Williams Companies
WMB
$86.7B
$155K 0.19%
2,582
– –
SCHW
70
Charles Schwab
SCHW
$181B
$152K 0.18%
1,524
– –
XEL icon
71
Xcel Energy
XEL
$48.8B
$147K 0.18%
1,988
– –
FMX icon
72
Fomento Económico Mexicano
FMX
$43.2B
$145K 0.17%
1,434
– –
LRCX icon
73
Lam Research
LRCX
$372B
$137K 0.16%
800
– –
DTE icon
74
DTE Energy
DTE
$29.5B
$136K 0.16%
1,053
– –
AMP icon
75
Ameriprise Financial
AMP
$48.1B
$135K 0.16%
276
– –
1 2
3
4 5

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BCM
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AGFVA
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Riverview Trust Company's Q4 2025 Portfolio in Review

As of Q4 2025, Riverview Trust Company held 225 positions worth $83.1M, up 0.34% from $82.8M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Riverview Trust Company's Q4 2025 filing shows 20 new, 19 increased, 12 reduced and 6 closed positions. Its largest new stake was iShares Core S&P Total US Stock Market ETF: 2,154 shares worth $320K. The largest sale was Vanguard Tax-Exempt Bond Index Fund, an estimated $777K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Industrials.

  • Riverview Trust Company's largest Q4 2025 buy was iShares Core S&P Total US Stock Market ETF: 2,154 shares worth $320K.
  • Riverview Trust Company added most to Berkshire Hathaway Class B in Q4 2025, an estimated $746K increase.
  • Riverview Trust Company's biggest Q4 2025 reduction was Fidelity Systematic Municipal Bond Index ETF, cutting an estimated $536K.
  • Riverview Trust Company fully exited Vanguard Tax-Exempt Bond Index Fund in Q4 2025, selling an estimated $777K.
  • Riverview Trust Company's ten largest holdings make up 62% of its $83.1M portfolio in Q4 2025.
  • Riverview Trust Company opened 20 new positions and closed 6 in Q4 2025.
  • Riverview Trust Company's portfolio value rose 0.34% quarter-over-quarter to $83.1M.

Based on Riverview Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.