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Latest Riverview Trust Co Stock Portfolio

$81.20Million | No. of Holdings #202

Riverview Trust Co Performance

2026 Q1+0.01%
YTD+0.01%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 01 May, 2026
$81.20Million
  as of May 01, 2026

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 com104,755
waters corp29,780
vanguard charlotte fds total int bd etf22,151
jpmorgan betabuilders japan etf5,237
ishares tr us treas bd etf5,132
vanguard total bond market etf4,492
vanguard corporate bond index etf4,055
jpmorgan betabuilders developed asia etf3,329
New stocks bought by Riverview Trust Co

Additions

Ticker% Inc.
union pacific corp355
csx corp237
ishares core msci eafe etf0.12
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.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Energy
Sector%
Others66.6
Technology11.9
Industrials5.4
Financial Services3.9
Healthcare3.2
Consumer Defensive2.4
Consumer Cyclical1.9
Communication Services1.7
Energy1.5

Market Cap. Distribution

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

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED66.6
LARGE-CAP17.3
MEGA-CAP15.7

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.

  • Others
  • S&P 500
Index%
Others66.9
S&P 50032.8
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.

$81.20MTotal Value
230Positions
01 May, 2026Last Reported
Current holdings of Current Stock Holdings of Riverview Trust Co, last reported on 01 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.03%248
$27.6K
0.03%
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%32.00
$3.0K
0%
new position
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
0.62%6,000
$501.4K
0.62%
decreased 8.3 percentreduced