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Portfolio (Quarterly) Guide ↗

River Street Advisors LLC

· CIK 0001964897
13F Portfolio $340M AUM 255 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 69 Added 30 Reduced 12 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 981.0 $361K 0.11% -55.0 -5.3% $368.38 +8.2%
22 IWM ISHARES TR 1,199.0 $360K 0.11% -106.0 -8.1% $300.45 -0.1%
23 BSMQ INVESCO EXCH TRD SLF IDX FD 14,645.0 $345K 0.10% -8K -35.7% $23.55 -0.0%
24 XLE SELECT SECTOR SPDR TR 5,533.0 $294K 0.09% -207.0 -3.6% $53.11 +19.9%
25 BSCQ INVESCO EXCH TRD SLF IDX FD 14,184.0 $277K 0.08% -1K -8.3% $19.52 +0.2%
26 DE DEERE & CO Industrials 435.0 $276K 0.08% -88.0 -16.8% $634.33 -7.2%
27 TMO THERMO FISHER SCIENTIFIC INC Healthcare 529.0 $265K 0.08% -70.0 -11.7% $501.36 +17.5%
28 VGIT VANGUARD SCOTTSDALE FDS 4,059.0 $239K 0.07% -7K -63.4% $58.98 -1.0%
29 XOM EXXON MOBIL CORP Energy 1,672.0 $229K 0.07% -250.0 -13.0% $136.72 +21.1%
30 MO ALTRIA GROUP INC Consumer Defensive 2,818.0 $203K 0.06% -676.0 -19.4% $71.95 -9.4%
Page 2 of 2  ·  30 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 29.0%
Technology 25.8%
Industrials 12.3%
Healthcare 8.5%
Consumer Cyclical 7.5%
Communication Services 5.5%
Energy 4.4%
Consumer Defensive 3.3%
Utilities 2.3%
Real Estate 1.3%