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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
ANET icon
126
Arista Networks
ANET
$227B
$43.5K 0.05%
332
– –
KMB icon
127
Kimberly-Clark
KMB
$36.3B
$43.5K 0.05%
431
– –
SBUX icon
128
Starbucks
SBUX
$120B
$43.5K 0.05%
516
– –
CTSH icon
129
Cognizant
CTSH
$24.9B
$41.5K 0.05%
500
– –
MA icon
130
Mastercard
MA
$502B
$38.2K 0.05%
67
+17
+34% +$9.5K
GIL icon
131
Gildan
GIL
$10.3B
$38.1K 0.05%
610
– –
KMI icon
132
Kinder Morgan
KMI
$71.7B
$37.9K 0.05%
1,380
– –
PFE icon
133
Pfizer
PFE
$143B
$37.7K 0.05%
1,514
-2,305
-60% -$58.1K
DOX icon
134
Amdocs
DOX
$5.92B
$37K 0.04%
460
– –
PGR icon
135
Progressive
PGR
$123B
$36.9K 0.04%
162
+53
+49% +$12K
IJR icon
136
iShares Core S&P Small-Cap ETF
IJR
$109B
$35.7K 0.04%
297
– –
MTCH icon
137
Match Group
MTCH
$9.19B
$35.2K 0.04%
1,089
– –
MAS icon
138
Masco
MAS
$14.1B
$34.5K 0.04%
544
– –
CVS icon
139
CVS Health
CVS
$133B
$33.2K 0.04%
418
– –
VUG icon
140
Vanguard Morningstar Growth ETF
VUG
$220B
$31.2K 0.04%
384
– –
CMCSA icon
141
Comcast
CMCSA
$85B
$31.1K 0.04%
1,040
-1,550
-60% -$44.2K
CBOE icon
142
Cboe Global Markets
CBOE
$32.5B
$30.1K 0.04%
120
– –
ETN icon
143
Eaton
ETN
$161B
$29.3K 0.04%
92
– –
TMUS icon
144
T-Mobile US
TMUS
$185B
$28.4K 0.03%
140
– –
EFG icon
145
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$28.3K 0.03%
248
– –
CTVA icon
146
Corteva
CTVA
$52.6B
$27.4K 0.03%
409
– –
FAST icon
147
Fastenal
FAST
$54.7B
$26.9K 0.03%
671
+87
+15% +$3.66K
WY icon
148
Weyerhaeuser
WY
$18B
$26.9K 0.03%
1,135
– –
LH icon
149
Labcorp
LH
$25B
$26.1K 0.03%
104
– –
HD icon
150
Home Depot
HD
$331B
$25.8K 0.03%
75
– –
4 5
6
7 8

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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.