Riverview Trust Co
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 73.3%; sector active share 45.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
165 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 58.4% | $49,012,311 |
| Technology | 18.3% | $15,368,402 |
| Financial Services | 6.7% | $5,602,303 |
| Industrials | 5.3% | $4,428,325 |
| Healthcare | 3.0% | $2,479,433 |
| Consumer Defensive | 2.4% | $1,982,534 |
| Consumer Cyclical | 1.7% | $1,456,727 |
| Communication Services | 1.5% | $1,262,724 |
| Energy | 1.3% | $1,121,189 |
| Utilities | 1.1% | $916,338 |
| Real Estate | 0.3% | $286,587 |
| Basic Materials | 0.0% | $20,488 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FMUN | Fidelity Systematic Municipal Bond Index ETF | −61,836 | 289,629 | $14,600,197 | |
| IEFA | iShares Core MSCI EAFE ETF | −11,156 | 146,064 | $14,106,861 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | −4,619 | 21,200 | $2,098,376 | |
| QCOM | Qualcomm Inc | −1,131 | 458 | $84,633 | |
| VB | Vanguard Index Funds | −830 | 3,118 | $945,128 | |
| ABBV | AbbVie Inc. | −600 | 2,593 | $652,502 | |
| NFLX | Netflix Inc | −440 | 160 | $11,424 | |
| UNP | Union Pacific Corp | −320 | 90 | $24,480 | |
| GOOG | Alphabet Inc. | −315 | 630 | $222,597 | |
| 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 | |
| — | −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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IDEV | iShares Core MSCI International Developed Markets ETF | 6,000 | $501,420 | |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | 2,128 | $419,428 | |
| 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 | 55 | $24,559 | |
| FTNT | Fortinet, Inc. | 275 | $22,473 | |
| BNDX | Vanguard Total International Bond ETF | 461 | $22,151 | |
| PGR | Progressive Corp | 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 | |
| BG | Bunge Global SA | 48 | $6,105 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FMUN |
Fidelity Systematic Municipal Bond Index ETF
|
Reduced | 289,629 | $14,600,197 | 17.39% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 146,064 | $14,106,861 | 16.81% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Held | 17,649 | $6,069,667 | 7.23% | |
| KLAC |
Kla Corp
Technology
|
Added | 14,900 | $4,495,479 | 5.36% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 3,829 | $3,694,985 | 4.40% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 48,354 | $3,445,222 | 4.10% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 21,200 | $2,098,376 | 2.50% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 2,740 | $1,881,859 | 2.24% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,568 | $1,703,955 | 2.03% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 4,604 | $1,703,664 | 2.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 4,387 | $1,657,189 | 1.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 3,936 | $1,288,370 | 1.53% | |
| DE |
Deere & Co
Industrials
|
Held | 1,997 | $1,266,757 | 1.51% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 15,624 | $1,258,825 | 1.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,054 | $1,027,801 | 1.22% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,405 | $985,270 | 1.17% | |
| VB |
Vanguard Index Funds
|
Reduced | 3,118 | $945,128 | 1.13% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 803 | $751,182 | 0.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,925 | $742,862 | 0.89% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 3,025 | $666,982 | 0.79% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,593 | $652,502 | 0.78% | |
| VXUS |
Vanguard Total International Stock ETF
|
Held | 7,239 | $618,862 | 0.74% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 5,041 | $592,115 | 0.71% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 2,115 | $572,044 | 0.68% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 585 | $562,512 | 0.67% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Held | 2,614 | $541,019 | 0.64% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 720 | $539,200 | 0.64% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 5,515 | $447,597 | 0.53% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 2,230 | $447,382 | 0.53% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 2,700 | $395,928 | 0.47% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Held | 2,154 | $353,837 | 0.42% | |
| INTC |
Intel Corp
Technology
|
Held | 2,532 | $353,543 | 0.42% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Held | 3,180 | $350,817 | 0.42% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,740 | $348,156 | 0.41% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 800 | $346,664 | 0.41% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 2,418 | $327,397 | 0.39% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 642 | $327,073 | 0.39% | |
| PAYX |
Paychex Inc
Technology
|
Held | 3,279 | $322,424 | 0.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 900 | $321,633 | 0.38% | |
| GVA |
Granite Construction Inc
Industrials
|
Held | 1,879 | $297,032 | 0.35% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 3,251 | $294,995 | 0.35% | |
| IEMG |
iShares Trust
|
Held | 3,526 | $292,093 | 0.35% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 6,036 | $286,891 | 0.34% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 4,441 | $268,236 | 0.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,097 | $261,458 | 0.31% | |
| COP |
Conocophillips
Energy
|
Held | 2,405 | $250,023 | 0.30% | |
| GE |
General Electric Co
Industrials
|
Held | 664 | $248,156 | 0.30% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 865 | $233,818 | 0.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 396 | $223,062 | 0.27% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 630 | $222,597 | 0.27% |
Showing the top 50 of 165 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.