StockDriftsStockDriftsTop 50 River Street Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 6.84% | 714.9K | $23.2M | +1.88%(+13.17K) | $25.70(+31.53%) | 2026-06-30 | |
| OSBC | OLD SECOND BANCORP INC DEL | 5.35% | 779.0K | $18.2M | +4.33%(+32.35K) | $18.58(+39.42%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.12% | 225.2K | $17.4M | +0.86%(+1.91K) | $50.32(+56.09%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.47% | 58.9K | $11.8M | +1.41%(+818) | $30.52(+640.64%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.06% | 118.4K | $10.4M | +5.45%(+6.12K) | $58.15(+56.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.76% | 32.4K | $9.4M | +0.54%(+173) | $147.47(+107.08%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.55% | 8.1K | $8.7M | -1.54%(-127) | $263.11(+230.46%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.48% | 22.3K | $8.4M | +0.25%(+55) | $101.28(+288.77%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.35% | 112.1K | $8.0M | +2.25%(+2.46K) | $55.45(+33.47%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.34% | 22.2K | $7.9M | -0.24%(-54) | $135.52(+154.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.05% | +81.82% | — | — | +103.73% |
| Top 20 Holdings Unweighted | +25.11% | +95.85% | — | — | +119.27% |
River Street Advisors LLC reports $339.50M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are MFSI (6.8%), OSBC (5.3%) and IJH (5.1%). The top 20 holdings account for 53.36% of reported assets. Its disclosed equity book has returned +81.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from River Street Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964897). View River Street Advisors LLC’s 13F filings on SEC