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CIK: 0001593600
Total reported value
$83.9M
$83.9M
202 檔
50.8%
In Q1 2026, Riverview Trust Co's U.S. equity holdings reached a combined market value of $83.9M, distributed across 202 disclosed stock positions.
In Q1 2026, Riverview Trust Co adopted a defensive or profit-taking posture, trimming 50 positions and completely liquidating 26 holdings to manage risk exposure.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 21.48% | -4.09% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 17.53% | -0.72% | +0.12% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 6.50% | +0.73% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.82% | +0.28% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.16% | -0.66% | — | |
| 6 | KLAC | Kla CORP | Stock-Tech | 2.70% | +2.66% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.11% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | +0.22% | — | |
| 9 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.85% | +2.55% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.82% | +0.21% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | +0.30% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | +0.10% | — | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.39% | +0.12% | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.38% | +0.12% | — | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.27% | -0.14% | -3.38% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | +0.01% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.04% | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.10% | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | — | — | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.09% | — | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | -0.08% | — | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 0.69% | -0.02% | -2.01% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.69% | +0.05% | — | |
| 24 | ITW | Illinois Tool Works | Stock-Industrials | 0.68% | — | — | |
| 25 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.62% | -0.62% | EXIT | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.06% | — | |
| 27 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.55% | -0.02% | — | |
| 28 | RY | Royal Bank Of Canada | Stock-Financials | 0.52% | +0.12% | — | |
| 29 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.52% | -0.52% | EXIT | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | +0.03% | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.23% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.01% | -0.70% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | -0.09% | -1.68% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.07% | — | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.06% | — | |
| 36 | COP | Conocophillips | Stock-Energy | 0.39% | -0.09% | — | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | +0.04% | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.04% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.12% | -3.09% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.04% | -10.31% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.37% | +0.01% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.05% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.06% | -24.76% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.05% | -3.24% | |
| 45 | CSX | Csx CORP | Stock-Industrials | 0.32% | +0.02% | +237.92% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.06% | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | +0.05% | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.29% | -0.09% | — | |
| 49 | USB | US Bancorp | Stock-Financials | 0.29% | +0.03% | -6.12% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.28% | -0.05% | — |
| # | 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 | AGG | Ishares Core U.s. Aggregate | +0.1% | — | Unchanged |
| 15 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 16 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 17 | T | At&t Inc | +0.1% | — | Unchanged |
| 18 | ITW | Illinois Tool Works | +0.1% | — | Unchanged |
| 19 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 20 | PSX | Phillips 66 | 0% | -7.62% | Trim |
| 21 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 22 | EQT | Eqt CORP | 0% | — | Unchanged |
| 23 | GLW | Corning Inc | 0% | -19.89% | Trim |
| 24 | INTC | Intel CORP | 0% | — | Unchanged |
| 25 | BWXT | Bwx Technologies Inc | 0% | — | Unchanged |
| 26 | DLR | Digital Realty Trust Inc | 0% | -7.21% | Trim |
| 27 | VFMO | Vanguard US Momentum Factor | 0% | — | Unchanged |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 29 | VZ | Verizon Communications Inc | 0% | -3.42% | Trim |
| 30 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 31 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 32 | FDX | Fedex CORP | 0% | — | Unchanged |
| 33 | NEE | Nextera Energy Inc | 0% | -4.07% | Trim |
| 34 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 35 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 36 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 37 | RTX | Rtx CORP | 0% | — | Unchanged |
| 38 | GVA | Granite Construction Inc | 0% | — | Unchanged |
| 39 | PEG | Public Service Enterprise Gp | 0% | — | Unchanged |
| 40 | XEL | Xcel Energy Inc | 0% | — | Unchanged |
| 41 | WMT | Walmart Inc | 0% | — | Unchanged |
| 42 | EOG | Eog Resources Inc | 0% | — | Unchanged |
| 43 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 44 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 45 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 46 | CMI | Cummins Inc | 0% | — | Unchanged |
| 47 | SLB | Slb LTD | 0% | — | Unchanged |
| 48 | CAH | Cardinal Health Inc | 0% | — | Unchanged |
| 49 | AMGN | Amgen Inc | 0% | -4.55% | Trim |
| 50 | WELL | Welltower Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Riverview Trust Co reported a total U.S. public equity portfolio value of $83.9M across 202 disclosed positions in Q1 2026.
During Q1 2026, Riverview Trust Co's top holdings by market value included FMUN (21.5%)、IEFA (17.5%)、VV (6.5%). The largest single position, FMUN, represented 21.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FMUN, IEFA, VV) accounted for 50.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
NSC
市值: $104.8K
Top Position Liquidated / Trimmed
BAC 7.25 PERP L
前期市值: $217.8K
In Q1 2026, Riverview Trust Co made 90 total portfolio adjustments, initiating 11 new buys, adding to 3 positions, trimming 50 holdings, and fully liquidating 26 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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