RT
Riverview Trust Co 13F Holdings & Position Changes (Q2 2026)
Riverview Trust CoCIK: 0001593600
Diversified strategyLong-term holderSector-focused
Total reported value
$83.9M
Reporting period: 2026-06-30 · Number of holdings: 166
Riverview Trust Co disclosed 166 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $83.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 29.88
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 76.76
- Diversification
- 100
- Sizing Uniformity
- 66.13
Riverview Trust Co's disclosed holdings carry a Herfindahl concentration index of 0.075 — mathematically equivalent to about 13 equally-sized positions, well below its 166 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.39), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 40% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim FMUN
-17.6% -$2.8M
Add KLAC
+900.0% $2.3M
Add STX
0.0% $2.2M
Add VV
0.0% $795.3K
Trim IEFA
-7.1% -$126.3K
Trim AGG
-17.9% -$464.7K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 17.39% | -4.09% | -17.59% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 16.81% | -0.72% | -7.10% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.23% | +0.73% | — | |
| 4 | KLAC | Kla CORP | Stock-Tech | 5.36% | +2.66% | +900.00% | |
| 5 | STX | Seagate Technology Holdings plc | Stock-Tech | 4.40% | +2.55% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.10% | +0.28% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.50% | -0.66% | -17.89% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.22% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.11% | -2.56% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.03% | +0.21% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +0.30% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | +0.10% | — | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.51% | +0.12% | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.50% | +0.12% | +300.00% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | +0.01% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.04% | -6.02% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.13% | -0.14% | -21.02% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.10% | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | — | — | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.79% | -0.09% | — | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.08% | -18.79% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.74% | +0.05% | — | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | +0.23% | — | |
| 24 | ITW | Illinois Tool Works | Stock-Industrials | 0.68% | — | — | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 0.67% | -0.02% | — | |
| 26 | RY | Royal Bank Of Canada | Stock-Financials | 0.64% | +0.12% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.06% | — | |
| 28 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.53% | -0.02% | — | |
| 29 | COF | Capital One Financial CORP | Stock-Financials | 0.53% | +0.03% | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.01% | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | +0.04% | — | |
| 32 | INTC | Intel CORP | Stock-Tech | 0.42% | +0.28% | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.42% | +0.04% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.04% | — | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.41% | +0.20% | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.07% | — | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.09% | — | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.38% | +0.01% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.06% | — | |
| 40 | GVA | Granite Construction Inc | Stock-Industrials | 0.35% | +0.07% | — | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.06% | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.35% | +0.05% | — | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.34% | +0.02% | -4.73% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.32% | +0.03% | -2.18% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.05% | -21.19% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.30% | -0.09% | — | |
| 47 | GE | General Electric | Stock-Industrials | 0.30% | +0.07% | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | -0.05% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.01% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.06% | -33.33% |
1–50 of 166
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+19.5%
- Stdev
- +11.1%
- Beta
- +0.82
- Alpha
- +0.7%
- Max Drawdown
- -5.4%
- Annualized Perf
- +17.8%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.92
- Stutzer
- +0.44
- Treynor
- +0.21
- Sterling
- +1.19
- Calmar
- +3.3
- Information Ratio
- -0.7
- Tracking Error
- +4.1%
- Stdev Down
- +5.9%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +29.8%
- Worst 12 Months
- +5.2%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.54
- Stdev Sectors
- +12.2%
- Skewness
- -0.27
- Kurtosis
- -0.06
- Upside Potential
- +4.42
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 166 | $83.9M | 0 | ||
| 2026 Q1 | 220 | $81.2M | 9 | ||
| 2025 Q4 | 240 | $83.1M | 9 | ||
| 2025 Q3 | 224 | $82.8M | 83 | ||
| 2025 Q2 | 247 | $80.3M | 0 | ||
| 2025 Q1 | 654 | $101.3M | 100 | ||
| 2024 Q4 | 885 | $110.0M | 0 | ||
| 2024 Q3 | 861 | $114.0M | 0 | ||
| 2024 Q2 | 626 | $105.5M | 0 | ||
| 2024 Q1 | 646 | $129.7M | 0 | ||
| 2023 Q4 | 101 | $98.3M | 0 | ||
| 2023 Q3 | 676 | $112.8M | 0 | ||
| 2023 Q2 | 678 | $110.3M | 0 | ||
| 2023 Q1 | 730 | $108.8M | 0 | ||
| 2022 Q4 | 718 | $105.7M | 0 | ||
| 2022 Q3 | 739 | $103.3M | 0 | ||
| 2022 Q2 | 738 | $114.7M | 0 | ||
| 2022 Q1 | 721 | $134.8M | 0 | ||
| 2021 Q4 | 237 | $170.5M | 0 | ||
| 2021 Q3 | 240 | $94.5M | 0 | ||
| 2021 Q2 | 228 | $94.6M | 100 | ||
| 2021 Q1 | 225 | $89.7M | 12 | ||
| 2020 Q4 | 226 | $90.4M | 17 | ||
| 2020 Q3 | 244 | $87.0M | 24 | ||
| 2020 Q2 | 264 | $103.1M | 29 | ||
| 2020 Q1 | 276 | $104.1M | 37 | ||
| 2019 Q4 | 271 | $148.6M | 11 | ||
| 2019 Q3 | 278 | $143.6M | 6 | ||
| 2019 Q2 | 272 | $142.4M | 13 | ||
| 2019 Q1 | 447 | $132.3M | 19 | ||
| 2018 Q4 | 254 | $127.8M | — |
Holding changes this quarter
Riverview Trust Co's most significant position changes for 2026-06-30: Sold out: Ishares Core Msci Dev Mkts (IDEV); Sold out: Vanguard US Momentum Factor (VFMO); New buy: Unilever Plc-sponsored Adr (UL); Sold out: Honeywell International Inc (HON); Sold out: Micron Technology Inc (MU).
Showing top 200 changes by size (of 207 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +2.7% | +900.00% | Add |
| 2 | STX | Seagate Technology Holdings plc | +2.6% | — | Unchanged |
| 3 | VV | Vanguard Large-cap ETF | +0.7% | — | Unchanged |
| 4 | AVGO | Broadcom Inc | +0.3% | — | Unchanged |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.3% | — | Unchanged |
| 6 | INTC | Intel CORP | +0.3% | — | Unchanged |
| 7 | CSCO | Cisco Systems Inc | +0.2% | — | Unchanged |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | — | Unchanged |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | Unchanged |
| 10 | LRCX | Lam Research CORP | +0.2% | — | Unchanged |
| 11 | UL | Unilever Plc-sponsored Adr | +0.2% | NEW | New buy |
| 12 | DE | Deere & Co | +0.1% | — | Unchanged |
| 13 | VO | Vanguard Mid-cap ETF | +0.1% | +300.00% | Add |
| 14 | RY | Royal Bank Of Canada | +0.1% | — | Unchanged |
| 15 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 17 | GVA | Granite Construction Inc | +0.1% | — | Unchanged |
| 18 | GE | General Electric | +0.1% | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 21 | VXUS | Vanguard Total Intl Stock | +0.1% | — | Unchanged |
| 22 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 23 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 24 | AAPL | Apple Inc | 0% | -6.02% | Trim |
| 25 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 26 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 27 | CMI | Cummins Inc | 0% | — | Unchanged |
| 28 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 29 | STT | State Street CORP | 0% | — | Unchanged |
| 30 | COF | Capital One Financial CORP | 0% | — | Unchanged |
| 31 | USB | US Bancorp | 0% | -2.18% | Trim |
| 32 | SYY | Sysco CORP | 0% | — | Unchanged |
| 33 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 34 | CSX | Csx CORP | 0% | -4.73% | Trim |
| 35 | CAH | Cardinal Health Inc | 0% | — | Unchanged |
| 36 | ✓ | 0% | NEW | New buy | |
| 37 | ✓ | 0% | NEW | New buy | |
| 38 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 39 | ✓ | 0% | NEW | New buy | |
| 40 | ALL | Allstate CORP | 0% | — | Unchanged |
| 41 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 43 | PAYX | Paychex Inc | 0% | — | Unchanged |
| 44 | MMM | 3m Co | 0% | — | Unchanged |
| 45 | WELL | Welltower Inc | 0% | — | Unchanged |
| 46 | EBAY | Ebay Inc | 0% | — | Unchanged |
| 47 | MAS | Masco CORP | 0% | — | Unchanged |
| 48 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Unchanged |
| 49 | GSLC | Goldman Activebeta US Lc ETF | 0% | — | Unchanged |
| 50 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
1–50 of 200
Filing History
FAQ
What is Riverview Trust Co and what type of investor is it?
Riverview Trust Co is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $83.9M, spread across 166 disclosed positions.
What are Riverview Trust Co's largest equity positions?
Based on the latest 13F filing, Riverview Trust Co's top holdings by market value are:
1. Fidelity System Muni Bnd ETF (FMUN) — $14.6M (17.4%)
2. Ishares Core Msci Eafe ETF (IEFA) — $14.1M (16.8%)
3. Vanguard Large-cap ETF (VV) — $6.1M (7.2%)
4. Kla CORP (KLAC) — $4.5M (5.4%)
5. Seagate Technology Holdings plc (STX) — $3.7M (4.4%)
What changes did Riverview Trust Co make in its most recent portfolio filing?
In the latest reported quarter, Riverview Trust Co made 73 notable position adjustments: 5 new positions were initiated, 3 existing holdings were added to, 26 positions were partially reduced, and 39 were completely exited. The largest of these moves: Sold out: Ishares Core Msci Dev Mkts (IDEV); Sold out: Vanguard US Momentum Factor (VFMO); New buy: Unilever Plc-sponsored Adr (UL); Sold out: Honeywell International Inc (HON); Sold out: Micron Technology Inc (MU)
What sectors does Riverview Trust Co focus on?
Riverview Trust Co is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 45.6%
• Financials: 13.2%
• Industrials: 12.8%
• Health Care: 7.5%
• Consumer Staples: 5.8%
• Consumer Discretionary: 4.4%
Investment Profile
Riverview Trust Co returned an annualized 17.8% over the trailing 36 months — outperforming the S&P 500 by 0.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.82 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 45.6% of the portfolio concentrated in Information Technology.
It has added to its KLAC position over the past two quarters (+$2.7M, now $4.5M), while trimming FMUN over the same stretch (-$3.1M, still holding $14.6M).
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