CIK: 0001593600
Total reported value
$81.2M
Reporting period: 2026-03-31 · Number of holdings: 220
Riverview Trust Co disclosed 220 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $81.2M and a quarterly turnover rate of 9.1%.
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Riverview Trust Co's disclosed holdings carry a Herfindahl concentration index of 0.088 — mathematically equivalent to about 11 equally-sized positions, well below its 220 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 4.11), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 37% 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.
Add IEFA
+0.1% $184.5K
Trim MSFT
0.0% -$531.9K
Add STX
0.0% $445.6K
Add KLAC
0.0% $383.4K
Add DE
0.0% $195.2K
Add CSX
+237.9% $192.1K
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 21.48% | +0.22% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 17.53% | +0.62% | +0.12% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 6.50% | -0.19% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.82% | +0.18% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.16% | — | — | |
| 6 | KLAC | Kla CORP | Stock-Tech | 2.70% | +0.52% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.59% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | -0.05% | — | |
| 9 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.85% | +0.58% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.82% | -0.04% | — | |
| 11 | AVGO | Broadcom INC | Stock-Tech | 1.67% | -0.16% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.10% | — | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.39% | +0.27% | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.38% | — | — | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.27% | — | -3.38% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.03% | — | |
| 17 | AAPL | Apple INC | Stock-Tech | 1.13% | -0.06% | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | +0.16% | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | +0.15% | — | |
| 20 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.88% | — | — | |
| 21 | ABBV | Abbvie INC | Stock-Healthcare | 0.86% | -0.02% | — | |
| 22 | BLK | Blackrock INC | Stock-Financials | 0.69% | -0.08% | -2.01% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.69% | — | — | |
| 24 | ITW | Illinois Tool Works | Stock-Industrials | 0.68% | — | — | |
| 25 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.62% | -0.03% | -8.30% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | — | — | |
| 27 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.55% | — | — | |
| 28 | RY | Royal Bank Of Canada | Stock-Financials | 0.52% | — | — | |
| 29 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.52% | — | — | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | -0.15% | — | |
| 31 | CSCO | Cisco Systems INC | Stock-Tech | 0.48% | — | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | — | -0.70% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | +0.10% | -1.68% | |
| 34 | PEP | Pepsico INC | Stock-Consumer Staples | 0.46% | — | — | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.08% | — | |
| 36 | COP | Conocophillips | Stock-Energy | 0.39% | +0.12% | — | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | — | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | — | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.38% | +0.10% | -3.09% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.07% | -10.31% | |
| 41 | PAYX | Paychex INC | Stock-Tech | 0.37% | -0.07% | — | |
| 42 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.36% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.14% | -24.76% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | — | -3.24% | |
| 45 | CSX | Csx CORP | Stock-Industrials | 0.32% | +0.24% | +237.92% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | — | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | — | — | |
| 48 | T | At&t INC | Stock-Comm Services | 0.29% | — | — | |
| 49 | USB | US Bancorp | Stock-Financials | 0.29% | — | -6.12% | |
| 50 | GS | Goldman Sachs Group INC | Stock-Financials | 0.28% | — | — |
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+17.9%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 220 | $81.2M | 9 | |
| 2025-12-31 | 240 | $83.1M | 9 | |
| 2025-09-30 | 224 | $82.8M | 83 | |
| 2025-06-30 | 247 | $80.3M | 0 | |
| 2025-03-31 | 654 | $101.3M | 100 | |
| 2024-12-31 | 885 | $110.0M | 0 | |
| 2024-09-30 | 861 | $114.0M | 0 | |
| 2024-06-30 | 626 | $105.5M | 0 | |
| 2024-03-31 | 646 | $129.7M | 0 | |
| 2023-12-31 | 101 | $98.3M | 0 | |
| 2023-09-30 | 676 | $112.8M | 0 | |
| 2023-06-30 | 678 | $110.3M | 0 | |
| 2023-03-31 | 730 | $108.8M | 0 | |
| 2022-12-31 | 718 | $105.7M | 0 | |
| 2022-09-30 | 739 | $103.3M | 0 | |
| 2022-06-30 | 738 | $114.7M | 0 | |
| 2022-03-31 | 721 | $134.8M | 0 | |
| 2021-12-31 | 237 | $170.5M | 0 | |
| 2021-09-30 | 240 | $94.5M | 0 | |
| 2021-06-30 | 228 | $94.6M | 100 | |
| 2021-03-31 | 225 | $89.7M | 12 | |
| 2020-12-31 | 226 | $90.4M | 17 | |
| 2020-09-30 | 244 | $87.0M | 24 | |
| 2020-06-30 | 264 | $103.1M | 29 | |
| 2020-03-31 | 276 | $104.1M | 37 | |
| 2019-12-31 | 271 | $148.6M | 11 | |
| 2019-09-30 | 278 | $143.6M | 6 | |
| 2019-06-30 | 272 | $142.4M | 13 | |
| 2019-03-31 | 447 | $132.3M | 19 | |
| 2018-12-31 | 254 | $127.8M | — |
Riverview Trust Co's most significant position changes for 2026-03-31: Sold out: Bank Of America CORP (BAC 7.25 PERP L); Sold out: Wells Fargo & Company (WFC 7.5 PERP L); Sold out: Unilever Plc-sponsored Adr (UL); Sold out: Fomento Economico Mex-sp Adr (FMX); Sold out: Totalenergies Se (TTE).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +0.12% | Add |
| 2 | STX | Seagate Technology Holdings plc | +0.6% | — | Unchanged |
| 3 | KLAC | Kla CORP | +0.5% | — | Unchanged |
| 4 | DE | Deere & Co | +0.3% | — | Unchanged |
| 5 | CSX | Csx CORP | +0.2% | +237.92% | Add |
| 6 | FMUN | Fidelity System Muni Bnd ETF | +0.2% | — | Unchanged |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | — | Unchanged |
| 8 | COST | Costco Wholesale CORP | +0.2% | — | Unchanged |
| 9 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 10 | COP | Conocophillips | +0.1% | — | Unchanged |
| 11 | CVX | Chevron CORP | +0.1% | -3.09% | Trim |
| 12 | LMT | Lockheed Martin CORP | +0.1% | -1.68% | Trim |
| 13 | UNP | Union Pacific CORP | +0.1% | +355.56% | Add |
| 14 | GEV | GE Vernova INC | +0.1% | — | Unchanged |
| 15 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 16 | ABBV | Abbvie INC | 0% | — | Unchanged |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 18 | IDEV | Ishares Core Msci Dev Mkts | 0% | -8.30% | Trim |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 20 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 21 | V | Visa Inc-class A Shares | 0% | -51.55% | Trim |
| 22 | UNH | Unitedhealth Group INC | 0% | -68.75% | Trim |
| 23 | ALL | Allstate CORP | 0% | -25.08% | Trim |
| 24 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 25 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 26 | BDX | Becton Dickinson And Co | -0.1% | -13.79% | Trim |
| 27 | LUV | Southwest Airlines Co | -0.1% | -74.96% | Trim |
| 28 | AAPL | Apple INC | -0.1% | — | Unchanged |
| 29 | PAYX | Paychex INC | -0.1% | — | Unchanged |
| 30 | NVDA | Nvidia CORP | -0.1% | -10.31% | Trim |
| 31 | HON | Honeywell International INC | -0.1% | -55.08% | Trim |
| 32 | BLK | Blackrock INC | -0.1% | -2.01% | Trim |
| 33 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 35 | QCOM | Qualcomm INC | -0.1% | -6.64% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | -24.76% | Trim |
| 37 | COF | Capital One Financial CORP | -0.2% | — | Unchanged |
| 38 | AVGO | Broadcom INC | -0.2% | — | Unchanged |
| 39 | META | Meta Platforms Inc-class A | -0.2% | -32.19% | Trim |
| 40 | VV | Vanguard Large-cap ETF | -0.2% | — | Unchanged |
| 41 | MSFT | Microsoft CORP | -0.6% | — | Unchanged |
| 42 | BAC 7.25 PERP L | Bank Of America CORP | — | EXIT | Sold out |
| 43 | WFC 7.5 PERP L | Wells Fargo & Company | — | EXIT | Sold out |
| 44 | UL | Unilever Plc-sponsored Adr | — | EXIT | Sold out |
| 45 | FMX | Fomento Economico Mex-sp Adr | — | EXIT | Sold out |
| 46 | TTE | Totalenergies Se | — | EXIT | Sold out |
| 47 | SU | Suncor Energy INC | — | EXIT | Sold out |
| 48 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 49 | VLO | Valero Energy CORP | — | EXIT | Sold out |
| 50 | ROP | Roper Technologies INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-26 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-22 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-21 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-11 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-06 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-18 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-16 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-12 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-24 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-17 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-18 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-20 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-26 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-27 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-27 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-21 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-19 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-14 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-19 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-22 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-15 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-08 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-15 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-04-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-10 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-16 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-12 | 13F-HR | View on EDGAR |
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