Top 50 River Street Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 7.05% | 701.7K | $20.9M | +9.07%(+58.38K) | $25.61(+24.08%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.1% | 223.3K | $15.1M | +0.54%(+1.21K) | $50.14(+45.84%) | 2026-03-31 | |
| OSBC | OLD SECOND BANCORP INC DEL | 5.09% | 746.7K | $15.1M | +103.97%(+380.59K) | $18.45(+11.90%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.42% | 58.1K | $10.1M | +2.12%(+1.21K) | $28.38(+695.74%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.9% | 112.3K | $8.6M | +12.68%(+12.64K) | $56.90(+53.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.76% | 32.2K | $8.2M | +5.32%(+1.63K) | $146.82(+103.56%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.37% | 109.6K | $7.0M | +20.57%(+18.70K) | $55.20(+27.95%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.32% | 22.2K | $6.9M | +7.23%(+1.50K) | $100.70(+313.89%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.23% | 22.5K | $6.6M | +5.80%(+1.23K) | $147.08(+104.14%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.17% | 22.3K | $6.4M | +12.75%(+2.52K) | $135.52(+197.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.95% | +64.08% |
| Top 20 Holdings Unweighted | +20.41% | +74.56% |
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