We are live on ! Find out more
RTC

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
ADP icon
201
Automatic Data Processing
ADP
$106B
$4.12K 0.01%
+16
New +$4.26K
TROW icon
202
T. Rowe Price
TROW
$23.9B
$3.69K ﹤0.01%
36
– –
TJX icon
203
TJX Companies
TJX
$174B
$3.53K ﹤0.01%
+23
New +$3.4K
ANGI icon
204
Angi Inc
ANGI
$229M
$3.41K ﹤0.01%
264
– –
Q
205
Qnity Electronics Inc
Q
$27.5B
$3.02K ﹤0.01%
+37
New +$3.14K
DD icon
206
DuPont de Nemours
DD
$18.5B
$2.98K ﹤0.01%
25
-34
-58% -$3.83K
STRA icon
207
Strategic Education
STRA
$1.85B
$2.65K ﹤0.01%
+33
New +$2.63K
NML
208
Neuberger Energy Infrastructure and Income Fund Inc
NML
$593M
$2.55K ﹤0.01%
300
– –
NVO
209
Novo Nordisk
NVO
$208B
$2.14K ﹤0.01%
42
– –
VTRS icon
210
Viatris
VTRS
$20.4B
$1.97K ﹤0.01%
158
– –
DDD icon
211
3D Systems Corp
DDD
$431M
$1.77K ﹤0.01%
1,000
– –
DOW icon
212
Dow Inc
DOW
$21.9B
$1.73K ﹤0.01%
74
– –
EMBC icon
213
Embecta
EMBC
$216M
$1.68K ﹤0.01%
141
– –
VFC icon
214
VF Corp
VFC
$5.63B
$904 ﹤0.01%
50
– –
ADNT icon
215
Adient
ADNT
$1.65B
$767 ﹤0.01%
40
– –
OGN icon
216
Organon & Co
OGN
$3.56B
$531 ﹤0.01%
74
– –
KTB icon
217
Kontoor Brands
KTB
$4.63B
$428 ﹤0.01%
7
– –
STEX
218
Streamex Corp
STEX
$74M
$182 ﹤0.01%
60
– –
ABEV icon
219
Ambev
ABEV
$48.1B
– –
-31,548
Closed -$70.4K
BRK.A icon
220
Berkshire Hathaway Class A
BRK.A
$1.1T
– –
-1
Closed -$754K
CTRA
221
DELISTED
Coterra Energy
CTRA
– –
-3,901
Closed -$92.3K
RIO icon
222
Rio Tinto
RIO
$158B
– –
-1,728
Closed -$114K
VMEO
223
DELISTED
Vimeo
VMEO
– –
-819
Closed -$6.35K
VTEB icon
224
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
– –
-15,525
Closed -$777K
5 6 7 8
9

Similar funds

MWVC
Morgens Waterfall Vintiadis & Co New York $81.2M AUM 86.87% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return
MC
Medici Capital Newport Beach, California $81.2M AUM 76.04% 1-Year Est. Return
FPAM
Feynman Point Asset Management New York $81.1M AUM
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
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.