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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
VRTX icon
151
Vertex Pharmaceuticals
VRTX
$121B
$24.9K 0.03%
55
– –
CLX icon
152
Clorox
CLX
$11.6B
$24.3K 0.03%
241
– –
EOG icon
153
EOG Resources
EOG
$79.2B
$23.9K 0.03%
228
– –
AZN icon
154
AstraZeneca
AZN
$263B
$23.9K 0.03%
130
– –
WBD icon
155
Warner Bros
WBD
$65.9B
$23.5K 0.03%
815
– –
KO icon
156
Coca-Cola
KO
$377B
$23.1K 0.03%
330
– –
BTI icon
157
British American Tobacco
BTI
$131B
$22.6K 0.03%
400
– –
DIA icon
158
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$22.6K 0.03%
47
– –
TSLA icon
159
Tesla
TSLA
$1.23T
$22.5K 0.03%
50
– –
FTNT icon
160
Fortinet
FTNT
$119B
$21.8K 0.03%
275
– –
MDT icon
161
Medtronic
MDT
$109B
$21.1K 0.03%
220
– –
UNP icon
162
Union Pacific
UNP
$174B
$20.8K 0.03%
90
– –
IWP icon
163
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$20.5K 0.02%
150
– –
AMD icon
164
Advanced Micro Devices
AMD
$776B
$20.3K 0.02%
95
– –
VTV icon
165
Vanguard Morningstar Value ETF
VTV
$188B
$20.1K 0.02%
105
– –
PPLI
166
People Inc
PPLI
$3.09B
$19.7K 0.02%
505
– –
CPT icon
167
Camden Property Trust
CPT
$11B
$19.3K 0.02%
175
– –
SRE icon
168
Sempra
SRE
$57.9B
$18.5K 0.02%
210
– –
BG icon
169
Bunge Global
BG
$20.4B
$17.4K 0.02%
195
– –
AZO icon
170
AutoZone
AZO
$49.2B
$17K 0.02%
+5
New +$18.9K
PRU icon
171
Prudential Financial
PRU
$42.4B
$16.9K 0.02%
150
– –
SO icon
172
Southern Company
SO
$109B
$16.9K 0.02%
194
– –
TGT icon
173
Target
TGT
$65.6B
$16.1K 0.02%
165
– –
ROST icon
174
Ross Stores
ROST
$80.5B
$16K 0.02%
+89
New +$14.9K
BCE icon
175
BCE
BCE
$20.2B
$15.4K 0.02%
648
– –
5 6
7
8 9

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BCM
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QM
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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.