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Livermore
Livermore
ZHEN

Riverview Trust Co

SEC CIK
0001593600
Latest filing
Jul 31, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 21, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
224
−370 vs. Q1 2025
Portfolio value
$80.3M
−$21.0M (−20.7%) vs. Q1 2025
Filed
Jul 21, 2025
SEC
Holdings of Riverview Trust Co in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
KMBKimberly Clark CorpStock431$55.6K0.1%−106−19.7%ReducedHistory
GLWCorning IncCOM1,061$55.8K0.1%00.0%UnchangedHistory
ROPRoper Technologies IncStock99$56.1K0.1%00.0%UnchangedHistory
TELTE Connectivity plcStock335$56.5K0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF269$58.0K0.1%00.0%Unchanged–
DISWalt Disney CoStock469$58.2K0.1%−855−64.6%ReducedHistory
VVisa Inc.Stock167$59.3K0.1%−1,652−90.8%ReducedHistory
GLDSPDR Gold TrustETF200$61.0K0.1%+200NewHistory
CSXCSX CorpStock1,875$61.2K0.1%−454−19.5%ReducedHistory
WELLWelltower Inc.REIT400$61.5K0.1%−1,094−73.2%ReducedHistory
GDGeneral Dynamics CorpStock217$63.3K0.1%00.0%UnchangedHistory
CMICummins IncStock200$65.5K0.1%−66−24.8%ReducedHistory
SBUXStarbucks CorpStock716$65.6K0.1%−1,789−71.4%ReducedHistory
iShares Russell Mid-Cap Value ETF464287473ETF520$68.7K0.1%00.0%Unchanged–
AFLAflac IncStock696$73.4K0.1%−472−40.4%ReducedHistory
FDXFedEx CorpStock329$74.8K0.1%−505−60.6%ReducedHistory
ABEVAmbev S.A.SPONSORED ADR31,548$76.0K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock786$76.9K0.1%−3,958−83.4%ReducedHistory
LRCXLam Research CorpStock800$77.9K0.1%−290−26.6%ReducedHistory
BWXTBWX Technologies, Inc.COM550$79.2K0.1%00.0%UnchangedHistory
NFLXNetflix IncStock60$80.3K0.1%−294−83.1%ReducedHistory
DRIDarden Restaurants IncCOM380$82.8K0.1%−112−22.8%ReducedHistory
STTState Street CorpCOM793$84.3K0.1%−404−33.8%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock340$85.3K0.1%−177−34.2%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock400$87.5K0.1%−710−64.0%ReducedHistory
GEVGE Vernova Inc.Stock166$87.8K0.1%−72−30.3%ReducedHistory
PSXPhillips 66Stock761$90.8K0.1%−358−32.0%ReducedHistory
HPQHP IncStock3,715$90.9K0.1%−786−17.5%ReducedHistory
CMCSAComcast CorpStock2,590$92.4K0.1%−4,395−62.9%ReducedHistory
MSIMotorola Solutions, Inc.Stock226$95.0K0.1%−219−49.2%ReducedHistory
SUSuncor Energy IncStock2,539$95.1K0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock516$96.2K0.1%−501−49.3%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,200$98.0K0.1%+1,200New–
CTRACoterra Energy Inc.Stock3,901$99.0K0.1%−641−14.1%ReducedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF3,280$99.0K0.1%+3,280New–
EAElectronic Arts Inc.COM624$99.7K0.1%00.0%UnchangedHistory
PFEPfizer IncStock4,119$99.8K0.1%−12,295−74.9%ReducedHistory
RIORio Tinto PLCADR1,728$100.8K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock2,367$102.4K0.1%−2,565−52.0%ReducedHistory
TTETotalEnergies SESPONSORED ADS1,750$107.4K0.1%00.0%UnchangedHistory
NEENextera Energy IncStock1,554$107.9K0.1%−1,041−40.1%ReducedHistory
TFCTruist Financial CorpCOM2,712$116.6K0.1%00.0%UnchangedHistory
NACNuveen California Quality Municipal Income FundCOM10,612$118.5K0.1%00.0%UnchangedHistory
ALLAllstate CorpStock650$130.9K0.2%−153−19.1%ReducedHistory
XELXcel Energy IncStock1,988$135.4K0.2%−345−14.8%ReducedHistory
HONHoneywell International IncCOM590$137.4K0.2%−174−22.8%ReducedHistory
SCHWSchwab Charles CorpStock1,524$139.1K0.2%−1,031−40.4%ReducedHistory
EQTEQT CorpStock2,391$139.4K0.2%−373−13.5%ReducedHistory
DTEDte Energy CoCOM1,053$139.5K0.2%00.0%UnchangedHistory
INTCIntel CorpStock6,256$140.1K0.2%−14,434−69.8%ReducedHistory
ACGLArch Capital Group Ltd.Stock1,597$145.4K0.2%−268−14.4%ReducedHistory
AMPAmeriprise Financial IncCOM276$147.3K0.2%−114−29.2%ReducedHistory
FMXMexican Economic Development IncSPON ADR UNITS1,434$147.7K0.2%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock3,338$154.5K0.2%−497−13.0%ReducedHistory
GOOGLAlphabet Inc.Stock900$158.6K0.2%−5,686−86.3%ReducedHistory
iShares Select Dividend ETF464287168ETF1,196$158.8K0.2%00.0%Unchanged–
AMGNAmgen IncStock572$159.7K0.2%−434−43.1%ReducedHistory
RTXRTX CorpStock1,097$160.2K0.2%−988−47.4%ReducedHistory
WMBWilliams Companies, Inc.COM2,582$162.2K0.2%−411−13.7%ReducedHistory
MMM3M CoStock1,113$169.4K0.2%−521−31.9%ReducedHistory
GEGeneral Electric CoStock664$170.9K0.2%−291−30.5%ReducedHistory
BDXBecton Dickinson & CoStock1,004$172.9K0.2%−160−13.7%ReducedHistory
CAHCardinal Health IncStock1,037$174.2K0.2%+150+16.9%AddedHistory
GVAGranite Construction IncCOM1,879$175.7K0.2%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock2,225$176.1K0.2%−8,431−79.1%ReducedHistory
SHELShell plcADR2,629$185.1K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock268$189.7K0.2%−387−59.1%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF3,165$190.0K0.2%00.0%Unchanged–
DLRDigital Realty Trust, Inc.COM1,096$191.1K0.2%−570−34.2%ReducedHistory
SYYSysco CorpStock2,543$192.6K0.2%+1,600+169.7%AddedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A167$196.1K0.2%00.0%UnchangedHistory
Bank of Amer Corp0605056827.25%CNV PFD L174$211.1K0.3%00.0%Unchanged–
COPConocoPhillipsStock2,405$215.8K0.3%−1,498−38.4%ReducedHistory
CVXChevron CorpStock1,519$217.5K0.3%−294−16.2%ReducedHistory
USBUS Bancorp DECOM NEW4,836$218.8K0.3%−868−15.2%ReducedHistory
GOOGAlphabet Inc.Stock1,256$222.8K0.3%−6,518−83.8%ReducedHistory
IBMInternational Business Machines CorpStock790$232.9K0.3%−1,008−56.1%ReducedHistory
ULUnilever PLCSPON ADR NEW3,849$235.4K0.3%00.0%UnchangedHistory
TAT&T Inc.Stock8,146$235.7K0.3%−4,396−35.1%ReducedHistory
ORCLOracle CorpStock1,082$236.6K0.3%−288−21.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock554$269.1K0.3%−1,129−67.1%ReducedHistory
QCOMQualcomm IncStock1,702$271.1K0.3%−587−25.6%ReducedHistory
iShares Russell Midcap ETF464287499ETF3,180$292.5K0.4%00.0%Unchanged–
LMTLockheed Martin CorpStock653$302.4K0.4%−239−26.8%ReducedHistory
AMZNAmazon Com IncStock1,392$305.4K0.4%−7,206−83.8%ReducedHistory
NVDANVIDIA CorpStock1,940$306.5K0.4%−15,396−88.8%ReducedHistory
PEPPepsiCo IncStock2,418$319.3K0.4%−152−5.9%ReducedHistory
RYRoyal Bank of CanadaStock2,614$343.9K0.4%−39−1.5%ReducedHistory
CSCOCisco Systems, Inc.Stock5,041$349.7K0.4%−4,180−45.3%ReducedHistory
MCDMcDonalds CorpStock1,206$352.4K0.4%−512−29.8%ReducedHistory
Vanguard Wellington FD921935508US MOMENTUM2,456$423.7K0.5%00.0%Unchanged–
Vanguard Star FDS921909768VG TL INTL STK F6,215$429.4K0.5%00.0%Unchanged–
METAMeta Platforms, Inc.Stock584$431.0K0.5%−2,061−77.9%ReducedHistory
PGProcter & Gamble CoStock2,719$433.2K0.5%−760−21.8%ReducedHistory
JNJJohnson & JohnsonStock2,894$442.1K0.6%−2,168−42.8%ReducedHistory
ABTAbbott LaboratoriesStock3,251$442.2K0.6%−5,863−64.3%ReducedHistory
PEGPublic Service Enterprise Group IncCOM5,515$464.3K0.6%00.0%UnchangedHistory
COFCapital One Financial CorpStock2,230$474.5K0.6%−306−12.1%ReducedHistory
iShares Core S&P 500 ETF464287200ETF765$475.0K0.6%−20−2.5%Reduced–
PAYXPaychex IncStock3,279$477.0K0.6%−129−3.8%ReducedHistory

Sold out since Q1 2025 (379)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 379 by value last quarter.

Positions of Riverview Trust Co sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Vanguard Real Estate ETF922908553ETF12,198$1.10M1.1%–
LLYEli Lilly & CoStock621$512.9K0.5%History
MNSTMonster Beverage CorpCOM7,142$417.9K0.4%History
XOMExxonMobil Holdings CorpCOM3,386$402.7K0.4%History
NVSNovartis AGADR2,296$256.0K0.3%History
LINLinde PLCStock503$234.2K0.2%History
BSXBoston Scientific CorpStock2,237$225.7K0.2%History
ISRGIntuitive Surgical IncCOM NEW415$205.5K0.2%History
BKNGBooking Holdings Inc.Stock43$198.1K0.2%History
FISVFiserv IncStock877$193.7K0.2%History
INTUIntuit Inc.Stock313$192.2K0.2%History
SPOTSpotify Technology S.A.Stock334$183.7K0.2%History
SYKStryker CorpStock479$178.3K0.2%History
ADBEAdobe Inc.Stock460$176.4K0.2%History
CMECME Group Inc.COM659$174.8K0.2%History
GILDGilead Sciences, Inc.Stock1,494$167.4K0.2%History
CATCaterpillar IncStock485$160.0K0.2%History
PLTRPalantir Technologies Inc.Stock1,821$153.7K0.2%History
WMWaste Management IncStock655$151.6K0.1%History
ADPAutomatic Data Processing IncStock474$144.8K0.1%History
UBERUber Technologies, IncStock1,935$141.0K0.1%History
APHAmphenol CorpCL A2,143$140.6K0.1%History
RCLRoyal Caribbean Cruises LtdCOM667$137.0K0.1%History
BACBank of America CorpStock3,165$132.1K0.1%History
WFCWells Fargo & CompanyStock1,710$122.8K0.1%History
SHWSherwin Williams CoCOM344$120.1K0.1%History
NOWServiceNow, Inc.Stock149$118.6K0.1%History
EQIXEquinix IncCOM140$114.1K0.1%History
CEGConstellation Energy CorpStock556$112.1K0.1%History
PMPhilip Morris International Inc.Stock705$111.9K0.1%History
SNPSSynopsys IncCOM255$109.4K0.1%History
DASHDoorDash, Inc.Stock584$106.7K0.1%History
CHDChurch & Dwight Co IncCOM948$104.4K0.1%History
ACNAccenture plcStock324$101.1K0.1%History
CDNSCadence Design Systems IncStock397$101.0K0.1%History
MSMorgan StanleyStock841$98.1K0.1%History
TJXTJX Companies IncStock792$96.5K0.1%History
FCXFreeport-McMoran IncStock2,527$95.7K0.1%History
ABNBAirbnb, Inc.Stock792$94.6K0.1%History
ZTSZoetis Inc.Stock551$90.7K0.1%History
MPWRMonolithic Power Systems, Inc.COM131$76.0K0.1%History
TTTrane Technologies plcSHS220$74.1K0.1%History
CBChubb LtdStock242$73.1K0.1%History
TDGTransDigm Group INCCOM51$70.5K0.1%History
PHParker-Hannifin CorpStock114$69.3K0.1%History
TMOThermo Fisher Scientific Inc.Stock139$69.2K0.1%History
CTASCintas CorpStock332$68.2K0.1%History
AJGArthur J. Gallagher & Co.COM197$68.0K0.1%History
WDAYWorkday, Inc.CL A290$67.7K0.1%History
EDConsolidated Edison IncStock597$66.0K0.1%History
VSTVistra Corp.Stock558$65.5K0.1%History
PWRQuanta Services, Inc.COM255$64.8K0.1%History
MCKMcKesson CorpStock91$61.2K0.1%History
HCAHCA Healthcare, Inc.COM174$60.1K0.1%History
IDCCInterDigital, Inc.COM288$59.5K0.1%History
GWWW.W. Grainger, Inc.Stock60$59.3K0.1%History
FBINFortune Brands Innovations, Inc.COM962$58.6K0.1%History
KDPKeurig Dr Pepper Inc.COM1,710$58.5K0.1%History
MOAltria Group, Inc.Stock967$58.0K0.1%History
FCNCAFirst Citizens Bancshares IncCL A30$55.6K0.1%History
EVRGEvergy, Inc.Stock804$55.4K0.1%History
APOApollo Global Management, Inc.COM401$54.9K0.1%History
SPGIS&P Global Inc.Stock105$53.4K0.1%History
CPRTCopart IncCOM936$53.0K0.1%History
TXNTexas Instruments IncStock292$52.5K0.1%History
ORLYO Reilly Automotive IncStock36$51.6K0.1%History
BXBlackstone Inc.COM367$51.3K0.1%History
VRSKVerisk Analytics, Inc.COM170$50.6K<0.1%History
DHRDanaher CorpStock242$49.6K<0.1%History
AZOAutoZone IncCOM13$49.6K<0.1%History
MPCMarathon Petroleum CorpStock340$49.5K<0.1%History
MTSIMACOM Technology Solutions Holdings, Inc.COM492$49.4K<0.1%History
VIRTVirtu Financial, Inc.CL A1,290$49.2K<0.1%History
HRLHormel Foods CorpCOM1,572$48.6K<0.1%History
MSCIMSCI Inc.Stock84$47.5K<0.1%History
SEISolaris Energy Infrastructure, Inc.COM CL A2,161$47.0K<0.1%History
RMDResmed IncCOM210$47.0K<0.1%History
CPBCAMPBELL'S CoCOM1,143$45.6K<0.1%History
WTRGEssential Utilities, Inc.COM1,154$45.6K<0.1%History
DFSDiscover Financial ServicesCOM257$43.9K<0.1%History
CORCencora, Inc.Stock155$43.1K<0.1%History
BMRCBank of Marin BancorpCOM1,950$43.0K<0.1%History
NNNNNN REIT, Inc.REIT1,007$42.9K<0.1%History
BKHBlack Hills CorpCOM704$42.7K<0.1%History
MDLZMondelez International, Inc.Stock625$42.4K<0.1%History
STLDSteel Dynamics IncCOM338$42.3K<0.1%History
DGXQuest Diagnostics IncCOM248$42.0K<0.1%History
TRGPTarga Resources Corp.COM209$41.9K<0.1%History
BABoeing CoStock245$41.8K<0.1%History
HUBBHubbell IncCOM126$41.7K<0.1%History
LNGCheniere Energy, Inc.COM NEW180$41.7K<0.1%History
NKENIKE, Inc.Stock655$41.6K<0.1%History
WINGWingstop Inc.COM180$40.6K<0.1%History
OXYOccidental Petroleum CorpStock813$40.1K<0.1%History
CRWDCrowdStrike Holdings, Inc.Stock113$39.8K<0.1%History
ODFLOld Dominion Freight Line, Inc.COM240$39.7K<0.1%History
BIIBBiogen Inc.COM286$39.1K<0.1%History
GMGeneral Motors CoCOM830$39.0K<0.1%History
UPSUnited Parcel Service IncStock353$38.8K<0.1%History
PSAPublic StorageCOM129$38.6K<0.1%History