Riverview Trust Co
BankFiling Date
Global Rank
#7,060
/ 8,232
▲ 215
Top Industry
Semiconductor Equipment & Materials
8.0%
3Y Alpha vs SPY
-3.2%
Period ended 3 months ago
Filed May 1, 2026 · 45d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.5%
SPY
+74.2%
Annualised alpha
-3.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 33.9% | $10,011,427 |
| Financial Services | 17.9% | $5,279,789 |
| Industrials | 14.4% | $4,249,622 |
| Healthcare | 8.8% | $2,599,434 |
| Consumer Defensive | 6.6% | $1,954,027 |
| Consumer Cyclical | 5.3% | $1,577,232 |
| Energy | 4.6% | $1,365,633 |
| Communication Services | 4.0% | $1,173,511 |
| Utilities | 3.2% | $946,667 |
| Real Estate | 1.0% | $296,450 |
| Unclassified | 0.2% | $73,796 |
| Basic Materials | 0.2% | $44,981 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
8 positions ·
$946,667 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 5,515 | $446,439 | 47.16% | |
| XEL |
Xcel Energy Inc
Utilities
|
Held | 1,988 | $157,926 | 16.68% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 1,554 | $144,335 | 15.25% | |
| DTE |
Dte Energy Co
Utilities
|
Reduced | 947 | $138,470 | 14.63% | |
| SRE |
Sempra
Utilities
|
Held | 210 | $20,405 | 2.16% | |
| SO |
Southern Co
Utilities
|
Held | 194 | $18,724 | 1.98% | |
| EXC |
Exelon Corp
Utilities
|
Held | 223 | $10,931 | 1.15% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 72 | $9,437 | 1.00% |