Institutions / River Street Advisors LLC
River Street Advisors LLC
CIK 1964897 · Institution · as of Dec 31, 2025
Portfolio value
$266.87M
Positions
167
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 167 →
| Company | Value | % of portfolio |
|---|---|---|
| Mfs Active Exchange Traded F | $19.59M | 7.3% |
| iShares Tr | $14.66M | 5.5% |
| NVIDIA Corp | $10.60M | 4.0% |
| Apple Inc. | $8.31M | 3.1% |
| SPDR Series Trust | $7.99M | 3.0% |
| Broadcom Inc. | $7.17M | 2.7% |
| Old Second Bancorp Inc | $7.14M | 2.7% |
| Microsoft Corp | $6.90M | 2.6% |
| JPMORGAN CHASE & CO | $6.85M | 2.6% |
| Franklin Templeton ETF Tr | $6.44M | 2.4% |
| Alphabet Inc. | $6.19M | 2.3% |
| Invesco Exch Trd Slf Idx Fd | $5.86M | 2.2% |
| Vanguard Tax-Managed Fds | $5.68M | 2.1% |
| ELI LILLY & Co | $4.86M | 1.8% |
| Caterpillar Inc | $4.70M | 1.8% |
| Morgan Stanley | $3.86M | 1.4% |
| Vanguard Intl Equity Index F | $3.86M | 1.4% |
| Cummins Inc | $3.54M | 1.3% |
| Amazon.com Inc | $3.51M | 1.3% |
| Kla Corp | $3.18M | 1.2% |
| Invesco Exch Trd Slf Idx Fd | $3.10M | 1.2% |
| Invesco Exch Trd Slf Idx Fd | $3.05M | 1.1% |
| Corning Inc /Ny | $3.04M | 1.1% |
| Vanguard Intl Equity Index F | $3.01M | 1.1% |
| SPDR S&P 500 ETF Tr | $2.92M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.