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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
TEL icon
101
TE Connectivity
TEL
$60.1B
$76.2K 0.09%
335
– –
WELL icon
102
Welltower
WELL
$169B
$74.2K 0.09%
400
– –
MRSH
103
Marsh
MRSH
$90.7B
$74.2K 0.09%
400
– –
IWS icon
104
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$73.3K 0.09%
520
– –
GD icon
105
General Dynamics
GD
$104B
$73.1K 0.09%
217
– –
GSLC icon
106
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15B
$70.6K 0.08%
+533
New +$69.9K
DRI icon
107
Darden Restaurants
DRI
$23.5B
$69.9K 0.08%
380
– –
V icon
108
Visa
V
$683B
$68K 0.08%
194
+27
+16% +$9.2K
CSX icon
109
CSX Corp
CSX
$93.5B
$68K 0.08%
1,875
– –
FDX icon
110
FedEx
FDX
$73.2B
$67.6K 0.08%
234
– –
VLO icon
111
Valero Energy
VLO
$92.4B
$66.6K 0.08%
409
– –
IWM icon
112
iShares Russell 2000 ETF
IWM
$79.9B
$66.2K 0.08%
269
– –
AXP icon
113
American Express
AXP
$228B
$62.5K 0.08%
169
– –
DIS icon
114
Walt Disney
DIS
$167B
$58.6K 0.07%
515
+46
+10% +$5.07K
LUV icon
115
Southwest Airlines
LUV
$22.1B
$57.4K 0.07%
1,390
– –
NFLX icon
116
Netflix
NFLX
$299B
$56.3K 0.07%
600
– –
SPY icon
117
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$54.6K 0.07%
80
– –
UNH icon
118
UnitedHealth
UNH
$379B
$52.8K 0.06%
160
+35
+28% +$11.9K
C icon
119
Citigroup
C
$224B
$50.8K 0.06%
435
– –
GPN icon
120
Global Payments
GPN
$23.2B
$50.3K 0.06%
650
– –
JCI icon
121
Johnson Controls International
JCI
$88.8B
$49.5K 0.06%
413
– –
EBAY icon
122
eBay
EBAY
$50.6B
$48.7K 0.06%
559
– –
MU icon
123
Micron Technology
MU
$945B
$48.5K 0.06%
170
– –
CACI icon
124
CACI
CACI
$11B
$48K 0.06%
90
– –
ROP icon
125
Roper Technologies
ROP
$38.8B
$44.1K 0.05%
99
– –
3 4
5
6 7

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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.