Riverview Trust Co

Bank

CIK

1593600

Location

VANCOUVER, WA

Portfolio Value

Micro $34,786,725

Diversification

Diversified

Filing Date

Global Rank

#7,349 / 8,517 ▲ 380

Top Industry

Semiconductor Equipment & Materials 14.0%

3Y Alpha vs SPY

+35.4%

Period ended 46 days ago

Filed Aug 3, 2026 · 12d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+283.3%

SPY

+75.3%

Annualised alpha

+35.9%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

140 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.9%

+4.0 pts

Top 5

36.9%

+8.3 pts

Top 10

50.6%

+6.9 pts

HHI

422

Diversified+142

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.2%	$15,368,402	17
Financial Services	16.1%	$5,602,303	25
Industrials	12.7%	$4,428,304	27
Healthcare	7.1%	$2,479,433	12
Consumer Defensive	5.7%	$1,982,534	11
Consumer Cyclical	4.2%	$1,456,727	13
Energy	3.2%	$1,121,189	9
Communication Services	3.0%	$1,040,127	12
Utilities	2.6%	$916,338	6
Real Estate	0.8%	$286,587	3
Unclassified	0.2%	$84,293	2
Basic Materials	0.1%	$20,488	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
KLAC	Kla Corp	+13,410	14,900	$4,495,479
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
QCOM	Qualcomm Inc/De	−1,131	458	$84,633
GOOGL	Alphabet Inc.	−945	900	$321,633
ABBV	AbbVie Inc.	−600	2,593	$652,502
NFLX	Netflix Inc	−440	160	$11,424
UNP	Union Pacific Corp	−320	90	$24,480
WMT	Walmart Inc.	−315	471	$53,345
CSX	Csx Corp	−300	6,036	$286,891
AMZN	Amazon Com Inc	−295	1,097	$261,458
RTX	RTX Corp	−245	888	$168,480
AAPL	Apple Inc.	−218	3,405	$985,270
EOG	Eog Resources Inc	−190	38	$4,929
HON	Honeywell International Inc	−190	75	$16,792
CVX	Chevron Corp	−150	1,322	$219,134
WY	Weyerhaeuser Co	−146	550	$13,167
EA	Electronic Arts Inc.	−140	484	$99,239
MSFT	Microsoft Corp	−120	4,568	$1,703,955
NSC	Norfolk Southern Corp	−100	265	$83,366
USB	US Bancorp De	−99	4,441	$268,236
GS	Goldman Sachs Group Inc	−78	190	$192,160
V	Visa Inc.	−67	27	$9,263
ETN	Eaton Corp plc	−53	39	$16,618
BDX	Becton Dickinson & Co	−40	710	$107,444
WAT	Waters Corp /De/	−5	95	$35,628
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
UL	Unilever PLC	2,233	$134,247
FDXF	FedEx Freight Holding Company, Inc.	117	$17,667
HONA	Honeywell Aerospace Inc.	75	$16,560
SOLS	Solstice Advanced Materials Inc.	36	$3,189
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	48,354	$3,098,524
VB	Vanguard Morningstar Small-Cap ETF	3,948	$1,034,059
VXUS	Vanguard Total International Stock ETF	7,239	$558,199
MU	Micron Technology Inc	170	$57,432
C	Citigroup Inc	435	$49,333
ANET	Arista Networks, Inc.	332	$40,762
GIL	Gildan Activewear Inc.	610	$33,946
TMUS	T-Mobile US, Inc.	140	$29,404
CTVA	Corteva, Inc.	335	$28,042
LH	Labcorp Holdings Inc.	104	$27,748
VRTX	Vertex Pharmaceuticals Inc / Ma	55	$24,559
FTNT	Fortinet, Inc.	275	$22,473
BNDX	Vanguard Total International Bond ETF	461	$22,151
PGR	Progressive Corp/Oh/	109	$21,608
SRE	Sempra	210	$20,405
AMD	Advanced Micro Devices Inc	95	$19,325
MDT	Medtronic plc	220	$19,063
CPT	Camden Property Trust	175	$17,090
CI	Cigna Group	55	$14,671
LUV	Southwest Airlines Co	348	$13,074
EXC	Exelon Corp	223	$10,931
PFE	Pfizer Inc	321	$9,013
CTSH	Cognizant Technology Solutions Corp	125	$7,668
CVS	CVS HEALTH Corp	105	$7,541
DOX	Amdocs Ltd	115	$7,504
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 tracked positions · $34,786,725 total · filing declares 205 positions · $83,937,434 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KLAC	Kla Corp Technology	Added	14,900	+13,410	$4,495,479	+104.9%	12.92%
STX	Seagate Technology Holdings plc Technology	Held	3,829	0	$3,694,985	+146.3%	10.62%
MSFT	Microsoft Corp Technology	Reduced	4,568	-120	$1,703,955	−1.8%	4.90%
AVGO	Broadcom Inc. Technology	Held	4,387	0	$1,657,189	+22.0%	4.76%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,936	0	$1,288,370	+11.3%	3.70%
DE	Deere & Co Industrials	Held	1,997	0	$1,266,757	+12.6%	3.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,054	0	$1,027,801	+4.4%	2.95%
AAPL	Apple Inc. Technology	Reduced	3,405	-218	$985,270	+7.2%	2.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	803	0	$751,182	−6.1%	2.16%
JNJ	Johnson & Johnson Healthcare	Held	2,925	0	$742,862	+3.9%	2.14%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,025	0	$666,982	−6.7%	1.92%
ABBV	AbbVie Inc. Healthcare	Reduced	2,593	-600	$652,502	−6.0%	1.88%
CSCO	Cisco Systems, Inc. Technology	Held	5,041	0	$592,115	+51.4%	1.70%
ITW	Illinois Tool Works Inc Industrials	Held	2,115	0	$572,044	+3.9%	1.64%
BLK	BlackRock, Inc. Financial Services	Held	585	0	$562,512	−0.0%	1.62%
RY	Royal Bank Of Canada Financial Services	Held	2,614	0	$541,019	+27.9%	1.56%
PEG	Public Service Enterprise Group Inc Utilities	Held	5,515	0	$447,597	+0.3%	1.29%
COF	Capital One Financial Corp Financial Services	Held	2,230	0	$447,382	+10.0%	1.29%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,700	0	$395,928	+1.5%	1.14%
INTC	Intel Corp Technology	Held	2,532	0	$353,543	+216.4%	1.02%
NVDA	Nvidia Corp Technology	Held	1,740	0	$348,156	+14.7%	1.00%
LRCX	Lam Research Corp Technology	Held	800	0	$346,664	+102.8%	1.00%
PEP	Pepsico Inc Consumer Defensive	Held	2,418	0	$327,397	−12.8%	0.94%
LMT	Lockheed Martin Corp Industrials	Held	642	0	$327,073	−15.7%	0.94%
PAYX	Paychex Inc Technology	Held	3,279	0	$322,424	+6.7%	0.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	900	-945	$321,633	−39.3%	0.92%
GVA	Granite Construction Inc Industrials	Held	1,879	0	$297,032	+31.9%	0.85%
ABT	Abbott Laboratories Healthcare	Held	3,251	0	$294,995	−11.6%	0.85%
CSX	Csx Corp Industrials	Reduced	6,036	-300	$286,891	+10.3%	0.82%
USB	US Bancorp De Financial Services	Reduced	4,441	-99	$268,236	+13.6%	0.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,097	-295	$261,458	−9.8%	0.75%
COP	Conocophillips Energy	Held	2,405	0	$250,023	−21.2%	0.72%
GE	General Electric Co Industrials	Held	664	0	$248,156	+31.7%	0.71%
MCD	Mcdonalds Corp Consumer Cyclical	Held	865	0	$233,818	−13.0%	0.67%
META	Meta Platforms, Inc. Communication Services	Held	396	0	$223,062	−1.5%	0.64%
IBM	International Business Machines Corp Technology	Held	790	0	$222,155	+16.0%	0.64%
CVX	Chevron Corp Energy	Reduced	1,322	-150	$219,134	−28.0%	0.63%
GLW	Corning Inc /Ny Technology	Held	850	0	$217,115	+87.9%	0.62%
CAH	Cardinal Health Inc Healthcare	Held	887	0	$210,715	+12.4%	0.61%
AMGN	Amgen Inc Healthcare	Held	546	0	$197,717	+2.9%	0.57%
GEV	GE Vernova Inc. Industrials	Held	166	0	$195,026	+34.6%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Reduced	190	-78	$192,160	−15.2%	0.55%
WMB	Williams Companies, Inc. Energy	Held	2,582	0	$191,945	+2.1%	0.55%
SYY	Sysco Corp Consumer Defensive	Held	2,196	0	$183,541	+17.2%	0.53%
DLR	Digital Realty Trust, Inc. Real Estate	Held	1,017	0	$182,632	−0.3%	0.53%
MMM	3M Co Industrials	Held	1,113	0	$180,205	+11.5%	0.52%
CMI	Cummins Inc Industrials	Held	239	0	$170,457	+32.6%	0.49%
T	At&T Inc. Communication Services	Held	8,146	0	$168,622	−28.6%	0.48%
RTX	RTX Corp Industrials	Reduced	888	-245	$168,480	−22.9%	0.48%
ACGL	Arch Capital Group Ltd. Financial Services	Held	1,674	0	$162,478	+1.1%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.