Latest Riverview Trust Co Stock Portfolio
Riverview Trust Co Performance:
2025 Q3: 2.92%YTD: 6.37%2024: 10.65%
Performance for 2025 Q3 is 2.92%, and YTD is 6.37%, and 2024 is 10.65%.
About Riverview Trust Co and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Riverview Trust Co reported an equity portfolio of $82.8 Millions as of 30 Sep, 2025.
The top stock holdings of Riverview Trust Co are FBND, IBCE, VB. The fund has invested 21.8% of it's portfolio in FIDELITY MUNICIPAL BOND INDEX ETF and 16.4% of portfolio in ISHARES CORE MSCI EAFE ETF.
The fund managers got completely rid off SPDR SERIES TRUST PORTFOLIO SHORT ETF (BIL), HP INC (HPQ) and SPDR GOLD TRUST GOLD SHS ETF (GLD) stocks. They significantly reduced their stock positions in BRISTOL-MYERS SQUIBB COMPANY (BMY), TRUIST FINANCIAL CORPORATION (TFC) and UNILEVER PLC SPON ADR NEW. Riverview Trust Co opened new stock positions in DAP RIGHTS. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TOTAL INT'L STOCK ETF (VXUS) and ISHARES CORE MSCI EAFE ETF (IBCE).
The top stock holdings of Riverview Trust Co are FBND, IBCE, VB. The fund has invested 21.8% of it's portfolio in FIDELITY MUNICIPAL BOND INDEX ETF and 16.4% of portfolio in ISHARES CORE MSCI EAFE ETF.
The fund managers got completely rid off SPDR SERIES TRUST PORTFOLIO SHORT ETF (BIL), HP INC (HPQ) and SPDR GOLD TRUST GOLD SHS ETF (GLD) stocks. They significantly reduced their stock positions in BRISTOL-MYERS SQUIBB COMPANY (BMY), TRUIST FINANCIAL CORPORATION (TFC) and UNILEVER PLC SPON ADR NEW. Riverview Trust Co opened new stock positions in DAP RIGHTS. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TOTAL INT'L STOCK ETF (VXUS) and ISHARES CORE MSCI EAFE ETF (IBCE).
Riverview Trust Co Annual Return Estimates Vs S&P 500
Our best estimate is that Riverview Trust Co made a return of 2.92% in the last quarter. In trailing 12 months, it's portfolio return was 7.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| dap rights | 0.00 |
New stocks bought by Riverview Trust Co
Additions
| Ticker | % Inc. |
|---|---|
| vanguard total int'l stock etf | 16.48 |
| ishares core msci eafe etf | 0.28 |
Additions to existing portfolio by Riverview Trust Co
Reductions
| Ticker | % Reduced |
|---|---|
| bristol-myers squibb company | -55.93 |
| truist financial corporation | -42.88 |
| unilever plc spon adr new | -30.24 |
| fedex corp | -28.88 |
| starbucks corp | -27.93 |
| mcdonald's corp | -25.87 |
| viatris inc | -18.97 |
| cardinal health inc | -14.46 |
Riverview Trust Co reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| hp inc | -90,869 |
| spdr series trust portfolio short etf | -99,023 |
| agnc invt corp reit | -22,286 |
| walgreens boots alliance inc | -9,184 |
| baxter intl inc com | -18,774 |
| edwards lifesciences corp com | -40,356 |
| takeda pharmaceutical co ltd sponsored adr | -6,679 |
| idaho power company | -41,677 |
Riverview Trust Co got rid off the above stocks
Sector Distribution
Riverview Trust Co has about 67.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 67.2 |
| Technology | 11.6 |
| Industrials | 4.7 |
| Financial Services | 4.1 |
| Healthcare | 3.3 |
| Consumer Defensive | 2.3 |
| Communication Services | 2 |
| Consumer Cyclical | 1.9 |
| Energy | 1.3 |
| Utilities | 1.1 |
Market Cap. Distribution
Riverview Trust Co has about 32.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 67.2 |
| LARGE-CAP | 18.3 |
| MEGA-CAP | 14 |
Stocks belong to which Index?
About 32.4% of the stocks held by Riverview Trust Co either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 67.3 |
| S&P 500 | 32.4 |
Riverview Trust Co Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Riverview Trust Co
Riverview Trust Co has 203 stocks in it's portfolio. About 61.8% of the portfolio is in top 10 stocks. DE proved to be the most loss making stock for the portfolio. STX was the most profitable stock for Riverview Trust Co last quarter.
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.12 | 3,652 | 929,908 | reduced | -0.27 | ||
| AAXJ | ishares msci eafe growth etf | 0.03 | 248 | 28,242 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.89 | 3,193 | 739,307 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.53 | 3,251 | 435,439 | unchanged | 0.00 | ||
| ACGL | arch cap group ltd | 0.17 | 1,597 | 144,896 | unchanged | 0.00 | ||
| ACWV | ishares inc msci equal weighted etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADNT | adient plc | 0.00 | 40.00 | 963 | unchanged | 0.00 | ||
| AEP | american elec pwr inc com | 0.01 | 72.00 | 8,100 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.09 | 696 | 77,743 | unchanged | 0.00 | ||
| AGNC | agnc invt corp reit | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr core msci intl | 0.63 | 6,543 | 524,552 | unchanged | 0.00 | ||
| ALGN | align technology inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALL | allstate corp | 0.17 | 650 | 139,523 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.02 | 95.00 | 15,370 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.20 | 572 | 161,418 | unchanged | 0.00 | ||
| AMP | ameriprise finl inc com | 0.16 | 276 | 135,585 | unchanged | 0.00 | ||
| AMZN | amazon.com inc | 0.37 | 1,392 | 305,641 | unchanged | 0.00 | ||
| ANET | arista networks inc com | 0.06 | 332 | 48,376 | unchanged | 0.00 | ||
| ANGI | angi inc cl a new | 0.00 | 264 | 4,293 | unchanged | 0.00 | ||
| APD | air prods chems inc | 0.01 | 40.00 | 10,909 | unchanged | 0.00 | ||