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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
ALL icon
76
Allstate
ALL
$68B
$135K 0.16%
650
– –
NEE icon
77
NextEra Energy
NEE
$181B
$130K 0.16%
1,620
+66
+4% +$5.47K
EQT icon
78
EQT Corp
EQT
$33.3B
$128K 0.15%
2,391
– –
EA icon
79
Electronic Arts
EA
$53B
$128K 0.15%
624
– –
NAC icon
80
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$125K 0.15%
10,612
– –
CMI icon
81
Cummins
CMI
$87.5B
$122K 0.15%
239
+39
+20% +$18.2K
HON icon
82
Honeywell
HON
$77B
$115K 0.14%
590
-36
-6% -$7.04K
TTE icon
83
TotalEnergies
TTE
$195B
$114K 0.14%
1,750
– –
MRK icon
84
Merck
MRK
$322B
$114K 0.14%
1,080
-1,145
-51% -$107K
SU icon
85
Suncor Energy
SU
$79.4B
$113K 0.14%
2,539
– –
GEV icon
86
GE Vernova
GEV
$264B
$108K 0.13%
166
– –
PNC icon
87
PNC Financial Services
PNC
$99.7B
$108K 0.13%
516
– –
XLU icon
88
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$102K 0.12%
2,400
– –
STT icon
89
State Street
STT
$50.6B
$102K 0.12%
793
– –
LHX icon
90
L3Harris
LHX
$51.6B
$99.8K 0.12%
340
– –
PSX icon
91
Phillips 66
PSX
$84.9B
$98.2K 0.12%
761
– –
VZ icon
92
Verizon
VZ
$195B
$96.4K 0.12%
2,367
– –
BWXT icon
93
BWX Technologies
BWXT
$15.5B
$95.1K 0.11%
550
– –
INTC icon
94
Intel
INTC
$455B
$93.4K 0.11%
2,532
-3,724
-60% -$141K
GLW icon
95
Corning
GLW
$119B
$92.9K 0.11%
1,061
– –
WMT icon
96
Walmart Inc
WMT
$885B
$87.6K 0.11%
786
– –
MSI icon
97
Motorola Solutions
MSI
$72.3B
$86.6K 0.1%
226
– –
BMY icon
98
Bristol-Myers Squibb
BMY
$133B
$79.3K 0.1%
1,471
– –
AFL icon
99
Aflac
AFL
$64.9B
$76.7K 0.09%
696
– –
TFC icon
100
Truist Financial
TFC
$63.3B
$76.2K 0.09%
1,549
– –
2 3
4
5 6

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FPAM
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BCM
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QM
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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.