River Street Advisors LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
RS
River Street Advisors LLC
Institutional Filer 10.89%$295.9M172

Current Portfolio Holdings

Showing all 172 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1MFSIMFS ACTIVE EXCHANGE TRADED F702K$20.9M7.05%
2IJHISHARES TR223K$15.1M5.10%
3OSBCOld Second Bancorp, Inc.Financial Services747K$15.1M5.09%
4NVDANVIDIA CorporationTechnology58K$10.1M3.42%
5SPYMSPDR SERIES TRUST112K$8.6M2.90%
6AAPLApple Inc.Technology32K$8.2M2.76%
7VEAVANGUARD TAX-MANAGED FDS110K$7.0M2.37%
8AVGOBroadcom Inc.Technology22K$6.9M2.32%
9JPMJPMorgan Chase & Co.Financial Services22K$6.6M2.23%
10GOOGLAlphabet Inc.Technology22K$6.4M2.17%
11BSCRINVESCO EXCH TRD SLF IDX FD316K$6.2M2.10%
12MSFTMicrosoft CorporationTechnology16K$6.1M2.06%
13FLINFRANKLIN TEMPLETON ETF TR183K$6.1M2.05%
14CATCaterpillar Inc.Industrials8K$5.9M1.98%
15GLWCorning IncorporatedTechnology35K$4.7M1.60%
Showing 1 to 15 of 172 holdings
River Street Advisors LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner