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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
SLB icon
176
SLB Ltd
SLB
$73.6B
$15.4K 0.02%
400
– –
CI icon
177
Cigna
CI
$73.8B
$15.1K 0.02%
55
– –
COLB icon
178
Columbia Banking Systems
COLB
$8.84B
$10.7K 0.01%
384
– –
DNP icon
179
DNP Select Income Fund
DNP
$4.05B
$9.99K 0.01%
1,000
– –
APD icon
180
Air Products & Chemicals
APD
$65.7B
$9.88K 0.01%
40
– –
EXC icon
181
Exelon
EXC
$46.9B
$9.72K 0.01%
223
– –
EMR icon
182
Emerson Electric
EMR
$83.9B
$9.69K 0.01%
73
– –
WU icon
183
Western Union
WU
$1.99B
$9.54K 0.01%
1,025
– –
MICC
184
The Magnum Ice Cream Company N.V.
MICC
$11.4B
$8.56K 0.01%
+536
New +$8.4K
AEP icon
185
American Electric Power
AEP
$69.6B
$8.3K 0.01%
72
– –
ORLY icon
186
O'Reilly Automotive
ORLY
$72.9B
$8.21K 0.01%
+90
New +$8.79K
EXPD icon
187
Expeditors International
EXPD
$22B
$7.75K 0.01%
+52
New +$7.08K
ARKK icon
188
ARK Innovation ETF
ARKK
$5.64B
$7.69K 0.01%
100
– –
DPZ icon
189
Domino's
DPZ
$11.5B
$7.5K 0.01%
+18
New +$7.5K
NVR icon
190
NVR
NVR
$16.5B
$7.29K 0.01%
+1
New +$7.48K
SOLS
191
Solstice Advanced Materials
SOLS
$9.56B
$7.04K 0.01%
+145
New +$6.83K
MCO icon
192
Moody's
MCO
$82.8B
$6.64K 0.01%
+13
New +$6.34K
CARR icon
193
Carrier Global
CARR
$51B
$6.34K 0.01%
120
– –
CB icon
194
Chubb
CB
$135B
$5.93K 0.01%
+19
New +$5.56K
ACN icon
195
Accenture
ACN
$102B
$5.9K 0.01%
+22
New +$5.59K
PLD icon
196
Prologis
PLD
$135B
$5.87K 0.01%
+46
New +$5.73K
SOLV icon
197
Solventum
SOLV
$14.8B
$5.55K 0.01%
70
-153
-69% -$11.7K
ECL icon
198
Ecolab
ECL
$78.1B
$5.25K 0.01%
+20
New +$5.33K
SPGI icon
199
S&P Global
SPGI
$121B
$5.23K 0.01%
+10
New +$4.95K
REGN icon
200
Regeneron Pharmaceuticals
REGN
$78.5B
$4.63K 0.01%
6
– –
5 6 7
8
9

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FPAM
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BCM
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QM
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AGFVA
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HM
HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return

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.