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Riverview Trust Co Top Holdings and 13F Report (2026)

About Riverview Trust Co

Investment Activity

  • Riverview Trust Co has $83.94 million in total holdings as of June 30, 2026.
  • Riverview Trust Co owns shares of 166 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 6.20% of the portfolio was purchased this quarter.
  • About 8.99% of the portfolio was sold this quarter.
  • This quarter, Riverview Trust Co has purchased 202 new stocks and bought additional shares in 3 stocks.
  • Riverview Trust Co sold shares of 26 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Fidelity Municipal Bond Index ETF
$14,600,198
KLA
$4,495,479

Largest New Holdings this Quarter

904767803 - Unilever Plc ADR
$134,248 Holding
314352105 - Fedex Freight Holding Company Inc Com
$17,667 Holding
438516205 - Honeywell International Inc Com
$16,793 Holding
43849R105 - Honeywell Aerospace Inc Com
$16,581 Holding
83443Q103 - Solstice Advanced Materials Inc Com
$3,190 Holding

Largest Purchases this Quarter

KLA
13,410 shares (about $4.05M)
Vanguard Mid-Cap ETF
11,718 shares (about $944.12K)
Unilever Plc ADR
2,233 shares (about $134.25K)
Vanguard Growth ETF
320 shares (about $27.57K)
Fedex Freight Holding Company Inc Com
117 shares (about $17.67K)

Largest Sales this Quarter

Fidelity Municipal Bond Index ETF
61,836 shares (about $3.12M)
iShares Core MSCI EAFE ETF
11,156 shares (about $1.08M)
iShares Core U.S. Aggregate Bond ETF
4,619 shares (about $457.19K)
Vanguard Small-Cap ETF
830 shares (about $251.59K)
Qualcomm
1,131 shares (about $209.00K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverview Trust Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Fidelity Municipal Bond Index ETF
$14,600,198$3,117,153 â–¼-17.6%289,62917.4%Com
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$14,106,861$1,077,446 â–¼-7.1%146,06416.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$6,069,6680.0%17,6497.2%ETF
KLA Corporation stock logo
KLAC
KLA
$4,495,479$4,045,931 â–²900.0%14,9005.4%Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$3,694,9850.0%3,8294.4%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,445,2230.0%48,3544.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,098,376$457,189 â–¼-17.9%21,2002.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,881,8590.0%2,7402.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,703,955$44,762 â–¼-2.6%4,5682.0%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,703,6640.0%4,6042.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,657,1890.0%4,3872.0%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,288,3710.0%3,9361.5%Finance
Deere & Company stock logo
DE
Deere & Company
$1,266,7570.0%1,9971.5%Industrials
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,258,826$944,120 â–²300.0%15,6241.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,027,8010.0%2,0541.2%Finance
Apple Inc. stock logo
AAPL
Apple
$985,271$63,080 â–¼-6.0%3,4051.2%Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$945,128$251,590 â–¼-21.0%3,1181.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$751,1820.0%8030.9%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$742,8620.0%2,9250.9%Healthcare
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$666,9820.0%3,0250.8%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$652,503$150,984 â–¼-18.8%2,5930.8%Healthcare
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$618,8620.0%7,2390.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$592,1160.0%5,0410.7%Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$572,0440.0%2,1150.7%Industrials
Blackrock Inc.
$562,5130.0%5850.7%Com
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$541,0200.0%2,6140.6%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$539,2010.0%7200.6%ETF
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$447,5970.0%5,5150.5%Utilities
Capital One Financial Corporation stock logo
COF
Capital One Financial
$447,3830.0%2,2300.5%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$395,9280.0%2,7000.5%Consumer Staples
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$353,8380.0%2,1540.4%ETF
Intel Corporation stock logo
INTC
Intel
$353,5430.0%2,5320.4%Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$350,8180.0%3,1800.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$348,1570.0%1,7400.4%Technology
Lam Research Corp
$346,6640.0%8000.4%Com
PepsiCo, Inc. stock logo
PEP
PepsiCo
$327,3970.0%2,4180.4%Consumer Staples
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$327,0730.0%6420.4%Industrials
Paychex, Inc. stock logo
PAYX
Paychex
$322,4240.0%3,2790.4%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$321,6330.0%9000.4%Communication Services
Granite Construction Incorporated stock logo
GVA
Granite Construction
$297,0320.0%1,8790.4%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$294,9960.0%3,2510.4%Healthcare
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$292,0940.0%3,5260.3%ETF
CSX Corporation stock logo
CSX
CSX
$286,891$14,259 â–¼-4.7%6,0360.3%Industrials
U.S. Bancorp stock logo
USB
U.S. Bancorp
$268,236$5,980 â–¼-2.2%4,4410.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$261,459$70,310 â–¼-21.2%1,0970.3%Consumer Discretionary
ConocoPhillips stock logo
COP
ConocoPhillips
$250,0240.0%2,4050.3%Energy
GE Aerospace stock logo
GE
GE Aerospace
$248,1570.0%6640.3%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$233,8180.0%8650.3%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$223,0630.0%3960.3%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$222,598$111,299 â–¼-33.3%6300.3%Communication Services
International Business Machines Corporation stock logo
IBM
International Business Machines
$222,1560.0%7900.3%Technology
Chevron Corporation stock logo
CVX
Chevron
$219,135$24,864 â–¼-10.2%1,3220.3%Energy
Corning Incorporated stock logo
GLW
Corning
$217,1160.0%8500.3%Technology
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$210,7160.0%8870.3%Healthcare
Amgen Inc. stock logo
AMGN
Amgen
$197,7180.0%5460.2%Healthcare
GE Verona LLC
$195,0270.0%1660.2%Com
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$192,160$78,887 â–¼-29.1%1900.2%Finance
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$191,9460.0%2,5820.2%Energy
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$186,9350.0%1,1960.2%ETF
Sysco Corporation stock logo
SYY
Sysco
$183,5420.0%2,1960.2%Consumer Staples
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$182,6330.0%1,0170.2%Real Estate
3M Company stock logo
MMM
3M
$180,2060.0%1,1130.2%Industrials
Cummins Inc. stock logo
CMI
Cummins
$170,4570.0%2390.2%Industrials
AT&T Inc. stock logo
T
AT&T
$168,6220.0%8,1460.2%Communication Services
RTX Corporation stock logo
RTX
RTX
$168,480$46,484 â–¼-21.6%8880.2%Industrials
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$162,4780.0%1,6740.2%Finance
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$159,6360.0%1,9880.2%Utilities
Oracle Corporation stock logo
ORCL
Oracle
$158,5670.0%1,0820.2%Technology
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$146,4730.0%1,8890.2%Energy
DTE Energy Company stock logo
DTE
DTE Energy
$144,2940.0%9470.2%Utilities
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$140,6190.0%1,5240.2%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$138,7800.0%1,0800.2%Healthcare
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$136,3950.0%1,5540.2%Utilities
State Street Corporation stock logo
STT
State Street
$134,4930.0%7930.2%Finance
Unilever Plc ADR
$134,248$134,248 â–²New Holding2,2330.2%Com
Nuveen California Quality Municipal Income Fund stock logo
NAC
Nuveen California Quality Municipal Income Fund
$128,6170.0%10,6120.2%Finance
EQT Corporation stock logo
EQT
EQT
$127,1290.0%2,3910.2%Energy
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$126,6180.0%2760.2%Finance
Phillips 66 stock logo
PSX
Phillips 66
$118,8420.0%7030.1%Energy
The Allstate Corporation stock logo
ALL
Allstate
$115,8770.0%4870.1%Finance
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$107,444$6,053 â–¼-5.3%7100.1%Healthcare
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$107,3520.0%4360.1%Finance
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$107,0580.0%5500.1%Industrials
Electronic Arts Inc. stock logo
EA
Electronic Arts
$99,239$28,705 â–¼-22.4%4840.1%Communication Services
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$98,8010.0%3400.1%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$96,7890.0%2,2860.1%Communication Services
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$93,8560.0%2260.1%Technology
Welltower Inc. stock logo
WELL
Welltower
$90,7880.0%4000.1%Real Estate
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$85,5920.0%5200.1%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$84,634$208,998 â–¼-71.2%4580.1%Technology
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$83,366$31,459 â–¼-27.4%2650.1%Industrials
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$81,6120.0%1,8000.1%ETF
Aflac Incorporated stock logo
AFL
Aflac
$81,6060.0%6960.1%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$80,8210.0%2690.1%ETF
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$78,2840.0%3800.1%Consumer Discretionary
General Dynamics Corporation stock logo
GD
General Dynamics
$76,8700.0%2170.1%Industrials
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$75,6270.0%5330.1%ETF
FedEx Corporation stock logo
FDX
FedEx
$73,2720.0%2340.1%Industrials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$72,2550.0%1,2540.1%Healthcare
Truist Financial Corporation stock logo
TFC
Truist Financial
$64,5670.0%1,2960.1%Finance

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