13F Insight
DOSSIER · 13F-HR · Q2 2026

River Street Advisors LLC

$340M in tracked AUM across 255 positions as of Q2 2026.

RS
CIK 0001964897 · last filed Jun 30, 2026
Total AUM
$340M
as of Q2 2026
Holdings
255
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

River Street Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MFSI
MFS ACTIVE EXCHANGE TRADED F
$23M715K6.8%02
OSBC
OLD SECOND BANCORP INC DEL
$18M779K5.4%03
IJH
ISHARES TR
$17M225K5.1%04
NVDA
NVIDIA CORPORATION
$12M59K3.5%05
SPYM
SPDR SERIES TRUST
$10M118K3.1%06
AAPL
APPLE INC
$9M32K2.8%07
CAT
CATERPILLAR INC
$9M8K2.6%08
AVGO
BROADCOM INC
$8M22K2.5%09
VEA
VANGUARD TAX-MANAGED FDS
$8M112K2.4%10
GOOGL
ALPHABET INC
$8M22K2.3%

Filing history

2026Q2Jun 30
$340M▲ 14.7%
255 positionsView →2026Q1Mar 31
$296M▲ 10.9%
248 positionsView →2025Q4Dec 31
$267M▲ 3.5%
244 positionsView →2025Q3Sep 30
$258M▲ 11.1%
241 positionsView →2025Q2Jun 30
$232M▲ 15.0%
240 positionsLocked2025Q1Mar 31
$202M▲ 3.3%
221 positionsLocked2024Q4Dec 31
$196M▲ 6.1%
217 positionsLocked2024Q3Sep 30
$184M▲ 13.2%
227 positionsLocked2024Q2Jun 30
$163M▲ 9.9%
222 positionsLocked2024Q1Mar 31
$148M▲ 18.2%
243 positionsLocked2023Q4Dec 31
$125M▲ 18.3%
232 positionsLocked2023Q3Sep 30
$106M▲ 1.1%
217 positionsLocked
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