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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BSJR INVESCO EXCH TRD SLF IDX FD 141,945.0 $3.2M 1.07% NEW $22.37 -0.2%
2 NFLX NETFLIX INC. Communication Services 15,274.0 $1.5M 0.50% NEW $96.15 -9.1%
3 ZTS ZOETIS INC Healthcare 11,701.0 $1.4M 0.47% NEW $118.21 -36.6%
4 VBK VANGUARD INDEX FDS 2,112.0 $638K 0.22% NEW $302.25 +12.2%
5 VZ VERIZON COMMUNICATIONS INC Communication Services 10,408.0 $522K 0.18% NEW $50.20 -7.7%
6 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 44,489.0 $488K 0.17% NEW $10.98 +2.0%
7 OKE ONEOK INC NEW Energy 5,313.0 $480K 0.16% NEW $90.39 +1.3%
8 CME CME GROUP INC Financial Services 1,489.0 $440K 0.15% NEW $295.35 +1.8%
9 OKTA OKTA INC Technology 5,555.0 $437K 0.15% NEW $78.71 +7.4%
10 UNP UNION PAC CORP Industrials 1,761.0 $427K 0.14% NEW $242.62 +11.4%
11 GD GENERAL DYNAMICS CORP Industrials 1,120.0 $384K 0.13% NEW $343.22 -2.1%
12 ISHARES TR 16,000.0 $367K 0.12% NEW $22.91
13 MRK MERCK & CO INC Healthcare 2,923.0 $352K 0.12% NEW $120.29 -7.5%
14 HSY HERSHEY CO Consumer Defensive 1,630.0 $339K 0.12% NEW $207.89 -10.0%
15 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,945.0 $300K 0.10% NEW $60.65 -4.7%
16 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 26,766.0 $281K 0.10% NEW $10.51 +2.3%
17 KR KROGER CO Consumer Defensive 3,740.0 $271K 0.09% NEW $72.36 -7.9%
18 PAYX PAYCHEX INC Industrials 2,811.0 $259K 0.09% NEW $92.12 -0.6%
19 GPC GENUINE PARTS CO Consumer Cyclical 1,998.0 $211K 0.07% NEW $105.75 -12.5%

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%