Riverview Trust Co

Bank

CIK

1593600

Location

VANCOUVER, WA

Portfolio Value

Micro $29,572,569

Diversification

Diversified

Filing Date

Global Rank

#7,060 / 8,232 ▲ 215

Top Industry

Semiconductor Equipment & Materials 8.0%

3Y Alpha vs SPY

-3.3%

Period ended 2 months ago

Filed May 1, 2026 · 43d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.6%

SPY

+76.5%

Annualised alpha

-3.3%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

165 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

−0.0 pts

Top 5

26.9%

+0.8 pts

Top 10

42.2%

+1.7 pts

HHI

254

Diversified+12

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.9%	$10,011,427	23
Financial Services	17.9%	$5,279,789	29
Industrials	14.4%	$4,249,622	26
Healthcare	8.8%	$2,599,434	21
Consumer Defensive	6.6%	$1,954,027	11
Consumer Cyclical	5.3%	$1,577,232	15
Energy	4.6%	$1,365,633	9
Communication Services	4.0%	$1,173,511	14
Utilities	3.2%	$946,667	8
Real Estate	1.0%	$296,450	4
Unclassified	0.2%	$73,796	2
Basic Materials	0.2%	$44,981	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	+4,461	6,336	$260,092
UNP	Union Pacific Corp	+320	410	$99,474
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−1,193	321	$9,013
LUV	Southwest Airlines Co	−1,042	348	$13,074
MTCH	Match Group, Inc.	−817	272	$8,353
WU	Western Union CO	−768	257	$2,243
SHEL	Shell plc	−740	1,889	$175,677
WY	Weyerhaeuser Co	−439	696	$17,003
CTSH	Cognizant Technology Solutions Corp	−375	125	$7,668
SYY	Sysco Corp	−347	2,196	$156,640
DOX	Amdocs Ltd	−345	115	$7,504
HON	Honeywell International Inc	−325	265	$59,897
CVS	CVS HEALTH Corp	−313	105	$7,541
USB	US Bancorp De	−296	4,540	$236,125
COLB	Columbia Banking System, Inc.	−288	96	$2,633
TFC	Truist Financial Corp	−253	1,296	$59,577
BMY	Bristol Myers Squibb Co	−217	1,254	$76,055
GLW	Corning Inc /Ny	−211	850	$115,574
NVDA	Nvidia Corp	−200	1,740	$303,456
DIS	Walt Disney Co	−200	315	$30,359
ANGI	Angi Inc.	−198	66	$452
META	Meta Platforms, Inc.	−188	396	$226,563
ALL	Allstate Corp	−163	487	$100,974
GPN	Global Payments Inc	−163	487	$32,775
BG	Bunge Global SA	−147	48	$6,105
EMBC	Embecta Corp.	−133	8	$70
IAC	IAC Inc.	−126	379	$15,171
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
NSC	Norfolk Southern Corp	365	$104,755
WAT	Waters Corp /De/	100	$29,780
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
UL	Unilever PLC	2,385	$155,979
FMX	Mexican Economic Development Inc	1,434	$144,934
TTE	TotalEnergies SE	1,750	$114,485
SU	Suncor Energy Inc	2,539	$112,630
VLO	Valero Energy Corp/Tx	409	$66,581
ROP	Roper Technologies Inc	99	$44,067
DNP	Dnp Select Income Fund Inc	1,000	$9,990
MICC	Magnum Ice Cream Co N.V.	536	$8,495
DPZ	Dominos Pizza Inc	18	$7,502
SOLS	Solstice Advanced Materials Inc.	145	$7,043
ACN	Accenture plc	22	$5,902
PLD	Prologis, Inc.	46	$5,872
SOLV	Solventum Corp	70	$5,546
SPGI	S&P Global Inc.	10	$5,225
ADP	Automatic Data Processing Inc	16	$4,115
Q	Qnity Electronics, Inc.	37	$3,021
DD	DuPont de Nemours, Inc.	74	$2,974
STRA	Strategic Education, Inc.	33	$2,646
NML	Neuberger Energy Infrastructure & Income Fund Inc.	300	$2,550
DDD	3D Systems Corp	1,000	$1,770
DOW	Dow Inc.	74	$1,730
VFC	V F Corp	50	$904
KTB	Kontoor Brands, Inc.	7	$427
STEX	Streamex Corp.	60	$181
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

165 positions · $29,572,569 total · as of Mar 31, 2026

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

Showing 1–50 of 165 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KLAC	Kla Corp Technology	Held	1,490	0	$2,193,890	+21.2%	7.42%
MSFT	Microsoft Corp Technology	Held	4,688	0	$1,735,356	−23.5%	5.87%
STX	Seagate Technology Holdings plc Technology	Held	3,829	0	$1,500,049	+42.3%	5.07%
AVGO	Broadcom Inc. Technology	Held	4,387	0	$1,357,820	−10.6%	4.59%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,936	0	$1,157,813	−8.7%	3.92%
DE	Deere & Co Industrials	Held	1,997	0	$1,124,910	+21.0%	3.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,054	0	$984,276	−4.7%	3.33%
AAPL	Apple Inc. Technology	Held	3,623	0	$919,480	−6.6%	3.11%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	803	0	$800,133	+15.5%	2.71%
JNJ	Johnson & Johnson Healthcare	Held	2,925	0	$714,987	+18.1%	2.42%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,025	0	$714,747	−2.0%	2.42%
ABBV	AbbVie Inc. Healthcare	Held	3,193	0	$694,445	−4.8%	2.35%
BLK	BlackRock, Inc. Financial Services	Reduced	585	-12	$562,600	−12.0%	1.90%
ITW	Illinois Tool Works Inc Industrials	Held	2,115	0	$550,513	+5.7%	1.86%
PEG	Public Service Enterprise Group Inc Utilities	Held	5,515	0	$446,439	+0.8%	1.51%
RY	Royal Bank Of Canada Financial Services	Held	2,614	0	$422,892	−5.1%	1.43%
COF	Capital One Financial Corp Financial Services	Held	2,230	0	$406,818	−24.7%	1.38%
CSCO	Cisco Systems, Inc. Technology	Held	5,041	0	$391,131	+0.7%	1.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,700	-19	$389,988	+0.1%	1.32%
LMT	Lockheed Martin Corp Industrials	Reduced	642	-11	$388,018	+22.9%	1.31%
PEP	Pepsico Inc Consumer Defensive	Held	2,418	0	$375,491	+8.2%	1.27%
ABT	Abbott Laboratories Healthcare	Held	3,251	0	$333,780	−18.1%	1.13%
COP	Conocophillips Energy	Held	2,405	0	$317,460	+41.0%	1.07%
CVX	Chevron Corp Energy	Reduced	1,472	-47	$304,556	+31.6%	1.03%
NVDA	Nvidia Corp Technology	Reduced	1,740	-200	$303,456	−16.1%	1.03%
PAYX	Paychex Inc Technology	Held	3,279	0	$302,061	−17.9%	1.02%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,392	0	$289,911	−9.8%	0.98%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	865	-29	$268,833	−1.6%	0.91%
CSX	Csx Corp Industrials	Added	6,336	+4,461	$260,092	+282.7%	0.88%
GOOGL	Alphabet Inc. Communication Services	Held	900	0	$258,804	−8.1%	0.88%
T	At&T Inc. Communication Services	Held	8,146	0	$236,152	+16.7%	0.80%
USB	US Bancorp De Financial Services	Reduced	4,540	-296	$236,125	−8.5%	0.80%
GS	Goldman Sachs Group Inc Financial Services	Held	268	0	$226,725	−3.8%	0.77%
META	Meta Platforms, Inc. Communication Services	Reduced	396	-188	$226,563	−41.2%	0.77%
GVA	Granite Construction Inc Industrials	Held	1,879	0	$225,254	+3.9%	0.76%
RTX	RTX Corp Industrials	Held	1,133	0	$218,555	+5.2%	0.74%
QCOM	Qualcomm Inc/De Technology	Reduced	1,589	-113	$204,631	−29.7%	0.69%
AMGN	Amgen Inc Healthcare	Reduced	546	-26	$192,110	+2.6%	0.65%
IBM	International Business Machines Corp Technology	Held	790	0	$191,488	−18.2%	0.65%
GE	General Electric Co Industrials	Held	664	0	$188,423	−7.9%	0.64%
WMB	Williams Companies, Inc. Energy	Held	2,582	0	$187,917	+21.1%	0.64%
CAH	Cardinal Health Inc Healthcare	Held	887	0	$187,431	+2.8%	0.63%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	1,017	-79	$183,273	+8.1%	0.62%
SHEL	Shell plc Energy	Reduced	1,889	-740	$175,677	−9.1%	0.59%
LRCX	Lam Research Corp Technology	Held	800	0	$170,928	+24.8%	0.58%
MMM	3M Co Industrials	Held	1,113	0	$161,640	−9.3%	0.55%
ACGL	Arch Capital Group Ltd. Financial Services	Held	1,674	0	$160,687	+0.1%	0.54%
ORCL	Oracle Corp Technology	Held	1,082	0	$159,173	−24.5%	0.54%
XEL	Xcel Energy Inc Utilities	Held	1,988	0	$157,926	+7.6%	0.53%
SYY	Sysco Corp Consumer Defensive	Reduced	2,196	-347	$156,640	−16.4%	0.53%