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Riverview Trust Co

Riverview Trust Co is an institution, managing $64.3M across 201 long positions as of Q3 2025 with 52% ETF concentration, 53% concentrated in top 10 holdings, and 21% allocation to IEFA.

Portfolio Value
$64.3M
Positions
201
Top Holding
IEFA at 21.08%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Riverview Trust Co's portfolio (53.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$13.6M
21.08%
+$37.7K
Bought
155.2K shares
ETF
ETF
$5.4M
8.45%
17.6K shares
ETF
ETF
$2.9M
4.51%
48.4K shares
ETF
ETF
$2.6M
4.03%
25.8K shares
Software - Infrastructure
Technology
$2.4M
3.77%
0.00%
4.7K shares
ETF
ETF
$1.7M
2.61%
2.7K shares
Semiconductors
Technology
$1.6M
2.50%
0.00%
1.5K shares
ETF
ETF
$1.5M
2.35%
-$45.6K
Sold
4.6K shares
Semiconductors
Technology
$1.4M
2.24%
0.00%
4.4K shares
Banks - Diversified
Financial Services
$1.2M
1.93%
0.00%
3.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Riverview Trust Co's latest filing

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Market Value
$64.3M
Prior: $61.1M
Q/Q Change
+5.24%
+$3.2M
Net Flows % of MV
-1.45%
Turnover Ratio
0.902%
New Purchases
1 stocks
$331.0
Added To
2 stocks
+$112.9K
Sold Out Of
20 stocks
$548.4K
Reduced Holdings
16 stocks
-$497.9K

Increased Positions

PositionShares Δ
New
+16.48%
+0.28%

Decreased Positions

PositionShares Δ
Sold
2
HP logo
HP
HPQ
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Riverview Trust Co

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Sector Allocation

ETF: 52.30%ETFTechnology: 15.20%TechnologyFinancial Services: 8.60%Financial ServicesIndustrials: 6.10%Healthcare: 4.20%Consumer Defensive: 3.00%Communication Services: 2.50%Consumer Cyclical: 2.50%Energy: 1.90%Utilities: 1.60%Real Estate: 0.50%Basic Materials: 0.10%
ETF
52.30%
Technology
15.20%
Financial Services
8.60%
Industrials
6.10%
Healthcare
4.20%
Consumer Defensive
3.00%
Communication Services
2.50%
Consumer Cyclical
2.50%
Energy
1.90%
Utilities
1.60%
Real Estate
0.50%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 23.09%Mega Cap (> $200B)Large Cap ($10B - $200B): 22.34%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.47%Small Cap ($300M - $2B): 0.03%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.25%N/A (ETF or Unknown): 53.83%N/A (ETF or Unknown)
Mega Cap (> $200B)
23.09%
Large Cap ($10B - $200B)
22.34%
Mid Cap ($2B - $10B)
0.47%
Small Cap ($300M - $2B)
0.03%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.25%
N/A (ETF or Unknown)
53.83%

Portfolio Concentration

Top 10 Holdings %
53.46%
Top 20 Holdings %
66.84%
Top 50 Holdings %
84.5%
Top 100 Holdings %
95.31%

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