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Portfolio (Quarterly) Guide ↗

River Street Advisors LLC

· CIK 0001964897
13F Portfolio $296M AUM 248 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 92 Added 18 Reduced 14 Exited
Page 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 1,865.0 $564K 0.19% +1K +152.0% $302.24 +7.7%
82 AES AES CORP Utilities 39,881.0 $562K 0.19% +4K +11.4% $14.09 +3.0%
83 WM WASTE MGMT INC DEL Industrials 2,406.0 $553K 0.19% +961.0 +66.5% $229.79 -4.3%
84 ROP ROPER TECHNOLOGIES INC Industrials 1,530.0 $541K 0.18% +190.0 +14.2% $353.86 -9.0%
85 IJJ ISHARES TR 3,913.0 $518K 0.17% +260.0 +7.1% $132.50 +4.2%
86 GLD SPDR GOLD TR Financial Services 1,036.0 $446K 0.15% +160.0 +18.3% $430.29 -2.4%
87 CEG CONSTELLATION ENERGY CORP Utilities 1,484.0 $414K 0.14% +33.0 +2.3% $279.25 -5.2%
88 CMCSA COMCAST CORP NEW Communication Services 13,368.0 $384K 0.13% +964.0 +7.8% $28.71 -13.7%
89 XOM EXXON MOBIL CORP Energy 1,922.0 $326K 0.11% +113.0 +6.2% $169.66 -8.3%
90 TMO THERMO FISHER SCIENTIFIC INC Healthcare 599.0 $294K 0.10% +55.0 +10.1% $491.53 -10.8%
91 MUA BLACKROCK MUNIASSETS FD INC Financial Services 27,449.0 $291K 0.10% +17K +155.3% $10.61 +1.0%
92 IEMG ISHARES INC 3,690.0 $257K 0.09% +622.0 +20.3% $69.75 +14.8%
Page 5 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.4%
Technology 24.0%
Industrials 12.1%
Healthcare 9.0%
Consumer Cyclical 8.0%
Communication Services 5.6%
Energy 5.5%
Consumer Defensive 4.4%
Utilities 2.6%
Real Estate 1.4%