Latest Riverview Trust Co Stock Portfolio

Riverview Trust Co Performance:

2026 Q1: 0.01%YTD: 0.01%2025: 12.46%

Performance for 2026 Q1 is 0.01%, and YTD is 0.01%, and 2025 is 12.46%.

About Riverview Trust Co and 13F Hedge Fund Stock Holdings

On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Riverview Trust Co reported an equity portfolio of $81.2 Millions as of 31 Mar, 2026.

The top stock holdings of Riverview Trust Co are FBND, IBCE, VB. The fund has invested 21.5% of it's portfolio in FIDELITY MUNICIPAL BOND INDEX ETF and 17.5% of portfolio in ISHARES CORE MSCI EAFE ETF.

The fund managers got completely rid off UNILEVER PLC ADR (UL), FOMENTO ECONOMICO MEXICANO ADR (FMX) and TOTALENERGIES SE ACT stocks. They significantly reduced their stock positions in EMBECTA CORP (EMBC), PFIZER INC (PFE) and BUNGE GLOBAL SA COM SHS (BG). Riverview Trust Co opened new stock positions in NORFOLK SOUTHERN CORP COM (NSC), WATERS CORP (WAT) and VANGUARD CHARLOTTE FDS TOTAL INT BD ETF (BNDX). The fund showed a lot of confidence in some stocks as they added substantially to UNION PACIFIC CORP (UNP), CSX CORP (CSX) 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 0.01% in the last quarter. In trailing 12 months, it's portfolio return was 14.14%.

Performance
S&P 500

New Buys

Ticker	$ Bought
norfolk southern corp com	104,755
waters corp	29,780
vanguard charlotte fds total int bd etf	22,151
jpmorgan betabuilders japan etf	5,237
ishares tr us treas bd etf	5,132
vanguard total bond market etf	4,492
vanguard corporate bond index etf	4,055
jpmorgan betabuilders developed asia etf	3,329

New stocks bought by Riverview Trust Co

Additions

Ticker	% Inc.
union pacific corp	355
csx corp	237
ishares core msci eafe etf	0.12

Additions to existing portfolio by Riverview Trust Co

Reductions

Ticker	% Reduced
embecta corp	-94.33
pfizer inc	-78.8
bunge global sa com shs	-75.38
viatris inc	-75.32
match group inc new	-75.02
adient plc	-75.00
angi inc cl a new	-75.00
columbia bkg sys inc	-75.00

Riverview Trust Co reduced stake in above stock

Sold off

Ticker	$ Sold
suncor energy inc new com	-112,630
unilever plc adr	-155,979
totalenergies se act	-114,137
fomento economico mexicano adr	-144,934
3-d sys corp del	-1,770
dnp select income fd inc com	-9,990
magnum ice cream adr	-8,563
valero energy corp	-66,581

Riverview Trust Co got rid off the above stocks

Sector Distribution

Riverview Trust Co has about 66.6% of it's holdings in Others sector.

Sector	%
Others	66.6
Technology	11.9
Industrials	5.4
Financial Services	3.9
Healthcare	3.2
Consumer Defensive	2.4
Consumer Cyclical	1.9
Communication Services	1.7
Energy	1.5

Market Cap. Distribution

Riverview Trust Co has about 33% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	66.6
LARGE-CAP	17.3
MEGA-CAP	15.7

Stocks belong to which Index?

About 32.8% of the stocks held by Riverview Trust Co either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	66.9
S&P 500	32.8

Top 5 Winners (%)		%
GLW	corning inc	49.8 %
STX	seagate technology hldngs plc adr	42.3 %
COP	conocophillips	41.0 %
PSX	phillips 66	39.6 %
EOG	eog res inc com	37.7 %

Top 5 Winners ($)		$
STX	seagate technology hldngs plc adr	0.4 M
KLAC	kla-tencor corp com	0.4 M
DE	deere & co	0.2 M
IBCE	ishares core msci eafe etf	0.2 M
JNJ	johnson & johnson	0.1 M

Top 5 Losers (%)		%
ANGI	angi inc cl a new	-29.4 %
NVO	novo-nordisk a s adr	-27.8 %
COF	capital one financial corp	-24.7 %
ORCL	oracle corp	-24.5 %
QCOM	qualcomm inc	-23.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.5 M
VB	vanguard large cap index fund etf	-0.3 M
FBND	fidelity municipal bond index etf	-0.2 M
AVGO	broadcom inc	-0.2 M
COF	capital one financial corp	-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 202 stocks in it's portfolio. About 63% of the portfolio is in top 10 stocks. MSFT 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: 01 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.13	3,623	919,481	unchanged	0.00

AAXJ	ishares msci eafe growth etf	0.03	248	27,620	unchanged	0.00

AAXJ	ishares tr mbs etf	0.00	32.00	3,038	new

ABBV	abbvie inc	0.86	3,193	694,446	unchanged	0.00

ABT	abbott laboratories	0.41	3,251	333,780	unchanged	0.00

ACGL	arch cap group ltd	0.20	1,674	160,687	unchanged	0.00

ACN	accenture plc ireland class a adr	0.00	0.00	0.00	sold off	-100

ADNT	adient plc	0.00	10.00	202	reduced	-75.00

ADP	automatic data processing inc	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr inc com	0.01	72.00	9,438	unchanged	0.00

AFL	aflac inc	0.09	696	76,358	unchanged	0.00

AGT	ishares tr core msci intl	0.62	6,000	501,420	reduced	-8.3

ALL	allstate corp	0.12	487	100,975	reduced	-25.08

AMD	advanced micro devices inc	0.02	95.00	19,326	unchanged	0.00

AMGN	amgen inc	0.24	546	192,110	reduced	-4.55

AMP	ameriprise finl inc com	0.15	276	122,654	unchanged	0.00

AMPS	ishares tr us treas bd etf	0.01	224	5,132	new

AMZN	amazon.com inc	0.36	1,392	289,912	unchanged	0.00

ANET	arista networks inc com	0.05	332	40,763	unchanged	0.00

ANGI	angi inc cl a new	0.00	66.00	452	reduced	-75.00