AI Portfolio Summary
In 2026 Q1, Riverview Trust Co maintained a portfolio of 229 distinct positions. They heavily accumulated shares in iShares Core MSCI EA, increasing their position by 0.1%. The fund also reduced its exposure to Alphabet Inc C by 24.8%.
Total Positions
229
Quarter
2026 Q1
Top Holding
FMUN (21.5%)
Top 10 Concentration
63.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 229
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FMUN
Fidelity Munici...
|
ETF | 21.48% | 21.26% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
351,465 | $17,444,473 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IEFA
iShares Core MS...
|
ETF | 17.53% | 16.91% |
#2
Prev: #2
|
6.0 | 182 | 0.1% |
P
S
|
157,220 | $14,233,127 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VV
Vanguard Large ...
|
ETF | 6.50% | 6.69% |
#3
Prev: #3
|
4.6 | no change | no change |
P
S
|
17,649 | $5,274,404 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VEA
Vanguard FTSE D...
|
ETF | 3.82% | 3.64% |
#4
Prev: #4
|
3.0 | no change | no change |
P
S
|
48,354 | $3,098,524 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AGG
iShares Core US...
|
ETF | 3.16% | 3.10% |
#5
Prev: #5
|
2.8 | no change | no change |
P
S
|
25,819 | $2,563,052 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
KLAC
Kla-Tencor Corp...
|
Technology | 2.70% | 2.18% |
#6
1
Prev: #7
|
2.1 | no change | no change |
P
S
|
1,490 | $2,193,891 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSFT
Microsoft Corp
|
Technology | 2.14% | 2.73% |
#7
1
Prev: #6
|
1.9 | no change | no change |
P
S
|
4,688 | $1,735,357 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 2.02% | 2.07% |
#8
Prev: #8
|
1.8 | no change | no change |
P
S
|
2,740 | $1,637,287 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
STX
Seagate Technol...
|
Technology | 1.85% | 1.27% |
#9
4
Prev: #13
|
1.7 | no change | no change |
P
S
|
3,829 | $1,500,049 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VTI
Vanguard Total ...
|
ETF | 1.82% | 1.86% |
#10
1
Prev: #9
|
1.7 | no change | no change |
P
S
|
4,604 | $1,477,009 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AVGO
Broadcom Inc
|
Technology | 1.67% | 1.83% |
#11
1
Prev: #10
|
1.7 | no change | no change |
P
S
|
4,387 | $1,357,820 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.43% | 1.53% |
#12
1
Prev: #11
|
1.6 | no change | no change |
P
S
|
3,936 | $1,157,814 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DE
Deere & Co
|
Industrials | 1.39% | 1.12% |
#13
4
Prev: #17
|
1.6 | no change | no change |
P
S
|
1,997 | $1,124,910 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VO
Vanguard Mid Ca...
|
ETF | 1.38% | 1.36% |
#14
2
Prev: #12
|
1.6 | no change | no change |
P
S
|
3,906 | $1,121,725 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VB
Vanguard Small ...
|
ETF | 1.27% | 1.27% |
#15
1
Prev: #14
|
1.0 | -138 | -3.4% |
P
S
|
3,948 | $1,034,061 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 1.21% | 1.24% |
#16
1
Prev: #15
|
1.5 | no change | no change |
P
S
|
2,054 | $984,277 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
Apple Inc
|
Technology | 1.13% | 1.19% |
#17
1
Prev: #16
|
1.5 | no change | no change |
P
S
|
3,623 | $919,481 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.99% | 0.83% |
#18
2
Prev: #20
|
1.4 | no change | no change |
P
S
|
803 | $800,133 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.88% | 0.73% |
#19
3
Prev: #22
|
1.4 | no change | no change |
P
S
|
2,925 | $714,987 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LOW
Lowe's Companie...
|
Consumer Cyclical | 0.88% | 0.88% |
#20
1
Prev: #19
|
1.4 | no change | no change |
P
S
|
3,025 | $714,747 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ABBV
AbbVie Inc
|
Healthcare | 0.86% | 0.88% |
#21
3
Prev: #18
|
1.3 | no change | no change |
P
S
|
3,193 | $694,446 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BLK
Blackrock Inc.
|
Financial Services | 0.69% | 0.77% |
#22
1
Prev: #21
|
0.8 | -12 | -2.0% |
P
S
|
585 | $562,600 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VXUS
Vanguard Total ...
|
ETF | 0.69% | 0.66% |
#23
Prev: #23
|
1.3 | no change | no change |
P
S
|
7,239 | $558,199 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ITW
Illinois Tool W...
|
Industrials | 0.68% | 0.63% |
#24
2
Prev: #26
|
1.3 | no change | no change |
P
S
|
2,115 | $550,513 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IDEV
iShares Tr Core...
|
ETF | 0.62% | 0.65% |
#25
Prev: #25
|
0.7 | -543 | -8.3% |
P
S
|
6,000 | $501,420 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IVV
iShares Core S&...
|
ETF | 0.58% | 0.59% |
#26
1
Prev: #27
|
1.2 | no change | no change |
P
S
|
720 | $470,311 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PEG
Public Service ...
|
Utilities | 0.55% | 0.53% |
#27
2
Prev: #29
|
1.2 | no change | no change |
P
S
|
5,515 | $446,439 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
RY
Royal Bank of C...
|
Financial Services | 0.52% | 0.54% |
#28
Prev: #28
|
1.2 | no change | no change |
P
S
|
2,614 | $422,893 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VFMO
Vanguard Wellin...
|
ETF | 0.52% | 0.49% |
#29
2
Prev: #31
|
1.2 | no change | no change |
P
S
|
2,128 | $419,429 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COF
Capital One Fin...
|
Financial Services | 0.50% | 0.65% |
#30
6
Prev: #24
|
1.2 | no change | no change |
P
S
|
2,230 | $406,819 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CSCO
Cisco Systems I...
|
Technology | 0.48% | 0.47% |
#31
3
Prev: #34
|
1.2 | no change | no change |
P
S
|
5,041 | $391,131 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.48% | 0.47% |
#32
1
Prev: #33
|
0.7 | -19 | -0.7% |
P
S
|
2,700 | $389,988 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LMT
Lockheed Martin...
|
Industrials | 0.48% | 0.38% |
#33
8
Prev: #41
|
0.7 | -11 | -1.7% |
P
S
|
642 | $388,018 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 0.46% | 0.42% |
#34
4
Prev: #38
|
1.2 | no change | no change |
P
S
|
2,418 | $375,491 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ABT
Abbott Laborato...
|
Healthcare | 0.41% | 0.49% |
#35
5
Prev: #30
|
1.2 | no change | no change |
P
S
|
3,251 | $333,780 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COP
ConocoPhillips
|
Energy | 0.39% | 0.27% |
#36
15
Prev: #51
|
1.2 | no change | no change |
P
S
|
2,405 | $317,460 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IWR
iShares Russell...
|
ETF | 0.38% | 0.37% |
#37
5
Prev: #42
|
1.2 | no change | no change |
P
S
|
3,180 | $309,191 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ITOT
IShares Tr Core...
|
ETF | 0.38% | 0.39% |
#38
2
Prev: #40
|
1.2 | no change | no change |
P
S
|
2,154 | $306,794 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CVX
Chevron Corp
|
Energy | 0.38% | 0.28% |
#39
11
Prev: #50
|
0.7 | -47 | -3.1% |
P
S
|
1,472 | $304,557 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NVDA
Nvidia Corporat...
|
Technology | 0.37% | 0.44% |
#40
3
Prev: #37
|
0.6 | -200 | -10.3% |
P
S
|
1,740 | $303,456 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PAYX
Paychex Inc
|
Technology | 0.37% | 0.44% |
#41
5
Prev: #36
|
1.1 | no change | no change |
P
S
|
3,279 | $302,061 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 0.36% | 0.39% |
#42
3
Prev: #39
|
1.1 | no change | no change |
P
S
|
1,392 | $289,912 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOG
Alphabet Inc C
|
Communication Services | 0.33% | 0.47% |
#43
11
Prev: #32
|
0.1 | -311 | -24.8% |
P
S
|
945 | $271,083 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MCD
McDonald's Corp
|
Consumer Cyclical | 0.33% | 0.33% |
#44
1
Prev: #45
|
0.6 | -29 | -3.2% |
P
S
|
865 | $268,833 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CSX
CSX Corp
|
Industrials | 0.32% | 0.08% |
#45
64
Prev: #109
|
3.1 | 4,461 | 237.9% |
P
S
|
6,336 | $260,093 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
Alphabet Inc A
|
Communication Services | 0.32% | 0.34% |
#46
2
Prev: #44
|
1.1 | no change | no change |
P
S
|
900 | $258,804 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IEMG
iShares Core MS...
|
ETF | 0.30% | 0.29% |
#47
Prev: #47
|
1.1 | no change | no change |
P
S
|
3,526 | $245,939 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
T
AT&T Inc
|
Communication Services | 0.29% | 0.24% |
#48
10
Prev: #58
|
1.1 | no change | no change |
P
S
|
8,146 | $236,153 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
USB
US Bancorp
|
Financial Services | 0.29% | 0.31% |
#49
3
Prev: #46
|
0.6 | -296 | -6.1% |
P
S
|
4,540 | $236,125 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GS
Goldman Sachs G...
|
Financial Services | 0.28% | 0.28% |
#50
2
Prev: #48
|
1.1 | no change | no change |
P
S
|
268 | $226,725 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-50 of 229 holdings