§ 13F · FUND PROFILE
River Street Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $258M (13F)Positions · 241Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 696K | $21M | 7.0% | +9% |
| 2 | OSBC | OLD SECOND BANCORP INC DEL | 746K | $15M | 5.1% | +104% |
| 3 | IJH | ISHARES TR | 222K | $15M | 5.1% | +1% |
| 4 | NVDA | NVIDIA CORPORATION | 58K | $10M | 3.4% | +2% |
| 5 | SPYM | SPDR SERIES TRUST | 112K | $9M | 2.9% | +13% |
| 6 | AAPL | APPLE INC | 31K | $8M | 2.6% | +5% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 109K | $7M | 2.4% | +21% |
| 8 | AVGO | BROADCOM INC | 22K | $7M | 2.3% | +7% |
| 9 | JPM | JPMORGAN CHASE & CO | 22K | $7M | 2.2% | +6% |
| 10 | GOOGL | ALPHABET INC | 22K | $6M | 2.2% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVER SIGNAL
AC read
River Street Advisors LLC is a Other fund managing $258 million in assets. The fund runs a broad portfolio of 241 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed