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Latest Riverview Trust Co Stock Portfolio

$83.94Million | No. of Holdings #166

Riverview Trust Co Performance

2026 Q2+9.40%
YTD+9.41%
2025+12.46%

About Riverview Trust Co and 13F Hedge Fund Stock Holdings

On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Riverview Trust Co reported an equity portfolio of $83.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Riverview Trust Co are FBND, IBCE, VB. The fund has invested 17.4% of it's portfolio in FIDELITY MUNICIPAL BOND INDEX ETF and 16.8% of portfolio in ISHARES CORE MSCI EAFE ETF. <br><br> The fund managers got completely rid off ISHARES TR CORE MSCI INTL (AGT), VANGUARD WELLINGTON FD US MOMENTUM ETF (VFLQ) and HONEYWELL INTERNATIONAL INC (HON) stocks. They significantly reduced their stock positions in EOG RES INC COM (EOG), UNION PACIFIC CORP (UNP) and NETFLIX INC (NFLX). Riverview Trust Co opened new stock positions in UNILEVER PLC ADR (UL), FEDEX FREIGHT HOLDING COMPANY INC COM and HONEYWELL INTERNATIONAL INC COM (HON). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS MORNINGSTAR GROWTH ETF (VB).
Riverview Trust Co Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$83.94Million
  as of Aug 03, 2026

Riverview Trust Co Annual Return Estimates Vs S&P 500

Our best estimate is that Riverview Trust Co made a return of 9.4% in the last quarter. In trailing 12 months, it's portfolio return was 17.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
unilever plc adr134,248
fedex freight holding company inc com17,667
honeywell international inc com16,793
honeywell aerospace inc com16,581
solstice advanced materials inc com3,190
New stocks bought by Riverview Trust Co

Additions

Ticker% Inc.
vanguard index fds morningstar growth etf500
vanguard mrngstr mid cap etf300
Additions to existing portfolio by Riverview Trust Co

Reductions

Ticker% Reduced
eog res inc com-83.33
union pacific corp-78.05
netflix inc-73.33
visa inc class a-71.28
qualcomm inc-71.18
eaton corp plc shs-57.61
wal-mart inc-40.08
alphabet inc c-33.33
Riverview Trust Co reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr core msci intl-501,420
vanguard wellington fd us momentum etf-419,429
gildan activewear inc com-33,947
vanguard charlotte fds total int bd etf-22,151
citigroup inc-49,333
southwest airlines co-13,074
corteva inc com-28,043
arista networks inc com-40,763
Riverview Trust Co got rid off the above stocks

Sector Distribution

Riverview Trust Co has about 61.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Energy
Sector%
Others61.2
Technology17.9
Industrials5.4
Financial Services4.6
Healthcare3
Consumer Defensive2.2
Consumer Cyclical1.7
Communication Services1.5
Energy1.2

Market Cap. Distribution

Riverview Trust Co has about 37.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED61.9
MEGA-CAP20.4
LARGE-CAP17.1

Stocks belong to which Index?

About 37.4% of the stocks held by Riverview Trust Co either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others62.2
S&P 50037.4
Top 5 Winners (%)%
INTC
intel corp
216.4 %
STX
seagate technology hldngs plc adr
146.3 %
KLAC
kla-tencor corp com
104.9 %
LRCX
lam research corp
102.8 %
GLW
corning inc
87.9 %
Top 5 Winners ($)$
KLAC
kla-tencor corp com
2.3 M
STX
seagate technology hldngs plc adr
2.2 M
IBCE
ishares core msci eafe etf
0.9 M
VB
vanguard index fds morningstar lrg cp etf
0.8 M
VEA
vanguard ftse developed markets etf
0.3 M
Top 5 Losers (%)%
VB
vanguard index fds morningstar growth etf
-70.4 %
VB
vanguard mrngstr mid cap etf
-61.6 %
T
at&t inc
-28.6 %
COP
conocophillips
-21.2 %
REGN
regeneron pharmaceuticals
-19.3 %
Top 5 Losers ($)$
VB
vanguard mrngstr mid cap etf
-2.0 M
VB
vanguard index fds morningstar growth etf
-0.1 M
T
at&t inc
-0.1 M
COP
conocophillips
-0.1 M
LMT
lockheed martin corp com
-0.1 M

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 166 stocks in it's portfolio. About 64.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for Riverview Trust Co last quarter.

$83.94MTotal Value
207Positions
03 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Riverview Trust Co, last reported on 03 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Eafe Growth Etf

Ishares Msci Eafe Growth Etf

AAXJ
Riverview Trust Co's holding in Ishares Msci Eafe Growth Etf over time
0.04%248
$30.9K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Mbs Etf

Ishares Tr Mbs Etf

AAXJ
Riverview Trust Co's holding in Ishares Tr Mbs Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr Core Msci Intl

Ishares Tr Core Msci Intl

AGT
Riverview Trust Co's holding in Ishares Tr Core Msci Intl over time
0%0.00
$0.00
0%
decreased 100 percentsold off