River Street Advisors LLC

CIK: 0001964897SEC EDGAR →

Portfolio Value

$266.9B

Holdings

167

As of

Q4 2025

New Positions

167

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MFS ACTIVE EXCHANGE TRADED F

643,358$19.6B
7.34%
2

ISHARES TR

222,120$14.7B
5.49%
3

NVIDIA CORPORATION

56,856$10.6B
3.97%
4

APPLE INC

30,552$8.3B
3.11%
5

SPDR SERIES TRUST

99,629$8.0B
2.99%
6

BROADCOM INC

20,717$7.2B
2.69%
7

OLD SECOND BANCORP INC ILL

366,071$7.1B
2.67%
8

MICROSOFT CORP

14,257$6.9B
2.58%
9

JPMORGAN CHASE & CO.

21,244$6.8B
2.56%
10

FRANKLIN TEMPLETON ETF TR

166,871$6.4B
2.41%

Quarterly Changes

Top Buys

MFSINEW
$19.6B
IJHNEW
$14.7B
NVDANEW
$10.6B
AAPLNEW
$8.3B
SPYMNEW
$8.0B

Top Sells

No sells this quarter

New Positions (167)

$19.6B · 643K shares
$14.7B · 222K shares
$10.6B · 57K shares
$8.3B · 31K shares
$8.0B · 100K shares
$7.2B · 21K shares
$7.1B · 366K shares
$6.9B · 14K shares
$6.8B · 21K shares
$6.4B · 167K shares
$6.2B · 20K shares
$5.9B · 299K shares
$5.7B · 91K shares
$4.9B · 5K shares
$4.7B · 8K shares
$3.9B · 22K shares
$3.9B · 27K shares
$3.5B · 7K shares
$3.5B · 15K shares
$3.2B · 3K shares
$3.1B · 133K shares
$3.0B · 155K shares
$3.0B · 35K shares
$3.0B · 36K shares
$2.9B · 4K shares
$2.9B · 3K shares
$2.8B · 18K shares
$2.6B · 13K shares
$2.6B · 12K shares
$2.4B · 4K shares
$2.2B · 9K shares
$2.1B · 4K shares
$2.1B · 14K shares
$2.0B · 12K shares
$1.9B · 34K shares
$1.9B · 55K shares
$1.7B · 22K shares
$1.7B · 5K shares
$1.7B · 19K shares
$1.7B · 21K shares
$1.6B · 12K shares
$1.6B · 30K shares
$1.5B · 60K shares
$1.5B · 3K shares
$1.5B · 2K shares
$1.4B · 8K shares
$1.4B · 13K shares
$1.4B · 5K shares
$1.3B · 3K shares
$1.3B · 8K shares
$1.3B · 9K shares
$1.3B · 4K shares
$1.3B · 29K shares
$1.3B · 4K shares
$1.3B · 11K shares
$1.3B · 18K shares
$1.3B · 1K shares
$1.2B · 6K shares
$1.2B · 26K shares
$1.2B · 15K shares
$1.2B · 46K shares
$1.1B · 9K shares
$1.1B · 14K shares
$1.1B · 24K shares
$1.1B · 5K shares
$1.1B · 11K shares
$1.1B · 9K shares
$1.1B · 8K shares
$1.0B · 7K shares
$1.0B · 2K shares
$945.0M · 16K shares
$939.0M · 5K shares
$912.0M · 8K shares
$865.0M · 23K shares
$838.0M · 2K shares
$834.0M · 2K shares
$810.0M · 14K shares
$807.0M · 11K shares
$784.0M · 6K shares
$773.0M · 4K shares
$772.0M · 2K shares
$766.0M · 3K shares
$754.0M · 1 shares
$738.0M · 17K shares
$713.0M · 4K shares
$686.0M · 7K shares
$685.0M · 8K shares
$672.0M · 11K shares
$668.0M · 28K shares
$666.0M · 331 shares
$650.0M · 5K shares
$641.0M · 1K shares
$637.0M · 3K shares
$636.0M · 4K shares
$600.0M · 6K shares
$598.0M · 2K shares
$596.0M · 1K shares
$595.0M · 5K shares
$566.0M · 12K shares
$543.0M · 7K shares
$541.0M · 2K shares
$527.0M · 18K shares
$525.0M · 22K shares
$513.0M · 36K shares
$512.0M · 1K shares
$509.0M · 812 shares
$485.0M · 48K shares
$480.0M · 4K shares
$446.0M · 5K shares
$443.0M · 19K shares
$442.0M · 10K shares
$433.0M · 34K shares
$407.0M · 2K shares
$371.0M · 769 shares
$369.0M · 12K shares
$361.0M · 29K shares
$360.0M · 6K shares
$353.0M · 24K shares
$352.0M · 2K shares
$350.0M · 2K shares
$347.0M · 876 shares
$322.0M · 963 shares
$321.0M · 1K shares
$317.0M · 1K shares
$315.0M · 544 shares
$314.0M · 6K shares
$302.0M · 4K shares
$297.0M · 3K shares
$294.0M · 21K shares
$289.0M · 439 shares
$268.0M · 20K shares
$263.0M · 19K shares
$261.0M · 820 shares
$259.0M · 740 shares
$251.0M · 3K shares
$243.0M · 11K shares
$243.0M · 524 shares
$233.0M · 11K shares
$220.0M · 29K shares
$220.0M · 915 shares
$217.0M · 2K shares
$215.0M · 4K shares
$214.0M · 743 shares
$206.0M · 3K shares
$203.0M · 1K shares
$201.0M · 3K shares
$199.0M · 306 shares
$192.0M · 1K shares
$185.0M · 2K shares
$178.0M · 20K shares
$175.0M · 19K shares
$163.0M · 14K shares
$154.0M · 13K shares
$151.0M · 15K shares
$150.0M · 20K shares
$121.0M · 12K shares
$121.0M · 18K shares
$121.0M · 12K shares
$121.0M · 12K shares
$121.0M · 12K shares
$121.0M · 12K shares
$121.0M · 11K shares
$120.0M · 11K shares
$120.0M · 13K shares
$115.0M · 11K shares
$110.0M · 18K shares
$109.0M · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services70$116.5B43.7%
Technology29$47.8B17.9%
Unknown11$30.4B11.4%
Industrials13$17.4B6.5%
Healthcare9$14.0B5.2%
Consumer Cyclical11$13.3B5.0%
Communication Services5$8.5B3.2%
Consumer Defensive7$6.7B2.5%
Energy5$5.8B2.2%
Utilities5$4.2B1.6%
Real Estate2$2.3B0.9%