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Riverview Trust Co

SEC CIK
0001593600
Latest filing
Jul 31, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
219
+14 vs. Q3 2025
Portfolio value
$83.1M
+$283.0K (+0.3%) vs. Q3 2025
Filed
Jan 26, 2026
SEC
Holdings of Riverview Trust Co in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Fidelity Merrimack STR Tr316188846SYSTEMATIC MUN351,465$17.7M21.3%−10,667−2.9%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF157,038$14.0M16.9%+1,797+1.2%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF17,649$5.56M6.7%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF48,354$3.02M3.6%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF25,819$2.58M3.1%00.0%Unchanged–
MSFTMicrosoft CorpStock4,688$2.27M2.7%+11+0.2%AddedHistory
KLACKLA CorpCOM NEW1,490$1.81M2.2%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF2,740$1.72M2.1%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF4,604$1.54M1.9%00.0%Unchanged–
AVGOBroadcom Inc.Stock4,387$1.52M1.8%+17+0.4%AddedHistory
JPMJPMorgan Chase & CoStock3,936$1.27M1.5%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF3,906$1.13M1.4%+314+8.7%Added–
STXSeagate Technology Holdings plcORD SHS3,829$1.05M1.3%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF4,086$1.05M1.3%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock2,054$1.03M1.2%+1,500+270.8%AddedHistory
AAPLApple Inc.Stock3,623$984.9K1.2%−29−0.8%ReducedHistory
DEDeere & CoStock1,997$929.7K1.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock3,193$729.6K0.9%00.0%UnchangedHistory
LOWLowes Companies IncStock3,025$729.5K0.9%+20+0.7%AddedHistory
COSTCostco Wholesale CorpStock803$692.5K0.8%+5+0.6%AddedHistory
BLKBlackRock, Inc.Stock597$639.0K0.8%00.0%UnchangedHistory
JNJJohnson & JohnsonStock2,925$605.3K0.7%+31+1.1%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F7,239$546.1K0.7%00.0%Unchanged–
COFCapital One Financial CorpStock2,230$540.5K0.7%00.0%UnchangedHistory
iShares Tr46435G326CORE MSCI INTL6,543$539.7K0.6%00.0%Unchanged–
ITWIllinois Tool Works IncStock2,115$520.9K0.6%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF720$493.2K0.6%−45−5.9%Reduced–
RYRoyal Bank of CanadaStock2,614$445.7K0.5%00.0%UnchangedHistory
PEGPublic Service Enterprise Group IncCOM5,515$442.9K0.5%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock3,251$407.3K0.5%00.0%UnchangedHistory
Vanguard Wellington FD921935508US MOMENTUM2,128$407.0K0.5%00.0%Unchanged–
GOOGAlphabet Inc.Stock1,256$394.1K0.5%00.0%UnchangedHistory
PGProcter & Gamble CoStock2,719$389.7K0.5%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock5,041$388.3K0.5%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock584$385.5K0.5%00.0%UnchangedHistory
PAYXPaychex IncStock3,279$367.8K0.4%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,940$361.8K0.4%00.0%UnchangedHistory
PEPPepsiCo IncStock2,418$347.0K0.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock1,392$321.3K0.4%00.0%UnchangedHistory
iShares Tr464287150CORE S&P TTL STK2,154$320.3K0.4%+2,154New–
LMTLockheed Martin CorpStock653$315.8K0.4%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF3,180$306.1K0.4%00.0%Unchanged–
QCOMQualcomm IncStock1,702$291.1K0.4%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock900$281.7K0.3%00.0%UnchangedHistory
MCDMcDonalds CorpStock894$273.2K0.3%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW4,836$258.0K0.3%00.0%UnchangedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF3,526$237.0K0.3%+361+11.4%Added–
GSGoldman Sachs Group IncStock268$235.6K0.3%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock790$234.0K0.3%00.0%UnchangedHistory
CVXChevron CorpStock1,519$231.5K0.3%00.0%UnchangedHistory
COPConocoPhillipsStock2,405$225.1K0.3%00.0%UnchangedHistory
Bank of Amer Corp0605056827.25%CNV PFD L174$217.8K0.3%00.0%Unchanged–
GVAGranite Construction IncCOM1,879$216.7K0.3%00.0%UnchangedHistory
ORCLOracle CorpStock1,082$210.9K0.3%00.0%UnchangedHistory
RTXRTX CorpStock1,133$207.8K0.3%+36+3.3%AddedHistory
GEGeneral Electric CoStock664$204.5K0.2%00.0%UnchangedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A167$202.4K0.2%00.0%UnchangedHistory
TAT&T Inc.Stock8,146$202.3K0.2%00.0%UnchangedHistory
SHELShell plcADR2,629$193.2K0.2%00.0%UnchangedHistory
SYYSysco CorpStock2,543$187.4K0.2%00.0%UnchangedHistory
AMGNAmgen IncStock572$187.2K0.2%00.0%UnchangedHistory
CAHCardinal Health IncStock887$182.3K0.2%00.0%UnchangedHistory
MMM3M CoStock1,113$178.2K0.2%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM1,096$169.6K0.2%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock870$168.8K0.2%−82−8.6%ReducedHistory
iShares Select Dividend ETF464287168ETF1,196$168.8K0.2%00.0%Unchanged–
ACGLArch Capital Group Ltd.Stock1,674$160.6K0.2%+77+4.8%AddedHistory
ULUnilever PLCSPON ADR NEW2,385$156.0K0.2%+2,385NewHistory
WMBWilliams Companies, Inc.COM2,582$155.2K0.2%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock1,524$152.3K0.2%00.0%UnchangedHistory
XELXcel Energy IncStock1,988$146.8K0.2%00.0%UnchangedHistory
FMXMexican Economic Development IncSPON ADR UNITS1,434$144.9K0.2%00.0%UnchangedHistory
LRCXLam Research CorpStock800$136.9K0.2%00.0%UnchangedHistory
DTEDte Energy CoCOM1,053$135.8K0.2%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM276$135.3K0.2%00.0%UnchangedHistory
ALLAllstate CorpStock650$135.3K0.2%00.0%UnchangedHistory
NEENextera Energy IncStock1,620$130.1K0.2%+66+4.2%AddedHistory
EQTEQT CorpStock2,391$128.2K0.2%00.0%UnchangedHistory
EAElectronic Arts Inc.COM624$127.5K0.2%00.0%UnchangedHistory
NACNuveen California Quality Municipal Income FundCOM10,612$125.3K0.2%00.0%UnchangedHistory
CMICummins IncStock239$122.0K0.1%+39+19.5%AddedHistory
HONHoneywell International IncCOM590$115.1K0.1%00.0%UnchangedHistory
TTETotalEnergies SEACT1,750$114.1K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock1,080$113.7K0.1%−1,145−51.5%ReducedHistory
SUSuncor Energy IncStock2,539$112.6K0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock166$108.5K0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock516$107.7K0.1%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,400$102.5K0.1%00.0%UnchangedConverted for a 2-for-1 split–
STTState Street CorpCOM793$102.3K0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock340$99.8K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock761$98.2K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock2,367$96.4K0.1%00.0%UnchangedHistory
BWXTBWX Technologies, Inc.COM550$95.1K0.1%00.0%UnchangedHistory
INTCIntel CorpStock2,532$93.4K0.1%−3,724−59.5%ReducedHistory
GLWCorning IncCOM1,061$92.9K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock786$87.6K0.1%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock226$86.6K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock1,471$79.3K0.1%00.0%UnchangedHistory
AFLAflac IncStock696$76.7K0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM1,549$76.2K0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (7)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Riverview Trust Co sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Vanguard Mun BD FDS922907746TAX EXEMPT BD15,525$777.3K0.9%–
BRK.ABerkshire Hathaway IncCL A1$754.2K0.9%History
ULUnilever PLCSPON ADR NEW2,685$159.2K0.2%History
RIORio Tinto PLCADR1,728$114.1K0.1%History
CTRACoterra Energy Inc.Stock3,901$92.3K0.1%History
ABEVAmbev S.A.SPONSORED ADR31,548$70.4K0.1%History
VMEOVimeo, Inc.COMMON STOCK819$6.35K<0.1%History