Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

River Street Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

River Street Advisors LLC (CIK 1964897) reported $295.9M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MFSI ($20.9M, 7.05%), IJH ($15.1M, 5.10%), OSBC ($15.1M, 5.09%), NVDA ($10.1M, 3.42%), SPLG ($8.6M, 2.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MFSIMFS ACTIVE EXCHANGE TRADED F$20.9M7.05%701,739Added
2IJHISHARES TR$15.1M5.10%223,328Added
3OSBCOLD SECOND BANCORP INC DEL$15.1M5.09%746,660Added
4NVDANVIDIA CORPORATION$10.1M3.42%58,061Added
5SPLGSPDR SERIES TRUST$8.6M2.90%112,266Added
6AAPLAPPLE INC$8.2M2.76%32,178Added
7VEAVANGUARD TAX-MANAGED FDS$7.0M2.37%109,604Added
8AVGOBROADCOM INC$6.9M2.32%22,215Added
9JPMJPMORGAN CHASE & CO$6.6M2.23%22,477Added
10GOOGLALPHABET INC$6.4M2.17%22,298Added
11BSCRINVESCO EXCH TRD SLF IDX FD$6.2M2.10%316,086Added
12MSFTMICROSOFT CORP$6.1M2.06%16,492Added
13FLINFRANKLIN TEMPLETON ETF TR$6.1M2.05%182,913Added
14CATCATERPILLAR INC$5.9M1.98%8,260Added
15GLWCORNING INC$4.7M1.60%34,914Added
16LLYELI LILLY & CO$4.2M1.43%4,611Added
17VTVANGUARD INTL EQUITY INDEX F$3.9M1.31%28,121Added
18AMZNAMAZON COM INC$3.8M1.28%18,215Added
19CMICUMMINS INC$3.8M1.27%7,010Added
20MSMORGAN STANLEY$3.7M1.26%22,701Added
21BSCSINVESCO EXCH TRD SLF IDX FD$3.6M1.20%174,067Added
22JNJJOHNSON & JOHNSON$3.2M1.08%13,118Added
23BSJRINVESCO EXCH TRD SLF IDX FD$3.2M1.07%141,945New
24KLACKLA CORP$3.1M1.04%2,086Trimmed
25VLOVALERO ENERGY CORP$3.0M1.03%12,301Added

Source: SEC Form 13F filings · as of 2026-03-31