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CIK: 0001593600
Total reported value
$83.9M
$83.9M
219 檔
51.1%
The Q4 2025 SEC filing reveals that Riverview Trust Co held a total portfolio value of $83.9M, covering 219 public equity positions.
Riverview Trust Co executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 7 holdings and trimming 6 positions.
In terms of portfolio concentration, the top 5 core holdings (including FMUN, IEFA, VV) accounted for 51.1% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 21.26% | -4.09% | -2.95% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 16.91% | -0.72% | +1.16% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 6.69% | +0.73% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.64% | +0.28% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.10% | -0.66% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.11% | +0.24% | |
| 7 | KLAC | Kla CORP | Stock-Tech | 2.18% | +2.66% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.22% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.86% | +0.21% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.83% | +0.30% | +0.39% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | +0.10% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.36% | +0.12% | +8.74% | |
| 13 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.27% | +2.55% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.27% | -0.14% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | +0.01% | +270.76% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.04% | -0.79% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.12% | +0.12% | — | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | -0.08% | — | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.09% | +0.67% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.10% | +0.63% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 0.77% | -0.02% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | — | +1.07% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.66% | +0.05% | — | |
| 24 | COF | Capital One Financial CORP | Stock-Financials | 0.65% | +0.03% | — | |
| 25 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.65% | -0.62% | EXIT | |
| 26 | ITW | Illinois Tool Works | Stock-Industrials | 0.63% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.06% | -5.88% | |
| 28 | RY | Royal Bank Of Canada | Stock-Financials | 0.54% | +0.12% | — | |
| 29 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.53% | -0.02% | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.06% | — | |
| 31 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.49% | -0.52% | EXIT | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.06% | — | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.01% | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.23% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.01% | — | |
| 36 | PAYX | Paychex Inc | Stock-Tech | 0.44% | +0.01% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.04% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | -0.07% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.05% | — | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.39% | +0.04% | — | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.38% | -0.09% | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.37% | +0.04% | — | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | -0.15% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.06% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.05% | — | |
| 46 | USB | US Bancorp | Stock-Financials | 0.31% | +0.03% | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | +0.05% | +11.41% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.28% | -0.05% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.02% | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +270.76% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +1.16% | Add |
| 3 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 4 | STX | Seagate Technology Holdings plc | +0.2% | — | Unchanged |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.1% | — | Unchanged |
| 6 | VV | Vanguard Large-cap ETF | +0.1% | — | Unchanged |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 8 | VO | Vanguard Mid-cap ETF | +0.1% | +8.74% | Add |
| 9 | AVGO | Broadcom Inc | +0.1% | +0.39% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +1.07% | Add |
| 11 | COF | Capital One Financial CORP | +0.1% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 13 | RY | Royal Bank Of Canada | +0.1% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.1% | -0.79% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 16 | CAH | Cardinal Health Inc | +0.1% | — | Unchanged |
| 17 | CMI | Cummins Inc | +0.1% | +19.50% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 19 | IEMG | Ishares Core Msci Emerging | 0% | +11.41% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 21 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 23 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 24 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 25 | LOW | Lowe's Cos Inc | 0% | +0.67% | Add |
| 26 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 27 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 28 | T | At&t Inc | 0% | — | Unchanged |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | -59.85% | Trim |
| 30 | PAYX | Paychex Inc | -0.1% | — | Unchanged |
| 31 | COST | Costco Wholesale CORP | -0.1% | +0.63% | Add |
| 32 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 33 | PFE | Pfizer Inc | -0.1% | -60.36% | Trim |
| 34 | BLK | Blackrock Inc | -0.1% | — | Unchanged |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -51.46% | Trim |
| 36 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 37 | INTC | Intel CORP | -0.1% | -59.53% | Trim |
| 38 | MSFT | Microsoft CORP | -0.2% | +0.24% | Add |
| 39 | FMUN | Fidelity System Muni Bnd ETF | -0.5% | -2.95% | Trim |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 42 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 43 | UL | Unilever PLC | — | EXIT | Sold out |
| 44 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 45 | TTE | TotalEnergies SE | — | NEW | New buy |
| 46 | RIO | Rio Tinto Plc-spon Adr | — | EXIT | Sold out |
| 47 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 48 | CTRA | Coterra Energy Inc | — | EXIT | Sold out |
| 49 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | New buy |
| 50 | ABEV | Ambev Sa-adr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Riverview Trust Co reported a total U.S. public equity portfolio value of $83.9M across 219 disclosed positions in Q4 2025.
During Q4 2025, Riverview Trust Co's top holdings by market value included FMUN (21.3%)、IEFA (16.9%)、VV (6.7%). The largest single position, FMUN, represented 21.3% of total portfolio value.
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Top New Position Initiated
ITOT
市值: $320.3K
Top Position Liquidated / Trimmed
VTEB
前期市值: $777.3K
In Q4 2025, Riverview Trust Co made 27 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 6 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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