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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 7 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NZF NUVEEN MUN CR INCOME FD Financial Services 34,431.0 $419K 0.14% $12.18 +0.1%
122 CEG CONSTELLATION ENERGY CORP Utilities 1,484.0 $414K 0.14% +33.0 +2.3% $279.25 -6.2%
123 VB VANGUARD INDEX FDS 1,580.0 $414K 0.14% $261.92 +7.4%
124 BN BROOKFIELD CORP Financial Services 9,649.0 $390K 0.13% $40.47 +11.3%
125 GD GENERAL DYNAMICS CORP Industrials 1,120.0 $384K 0.13% NEW $343.22 -2.5%
126 CMCSA COMCAST CORP NEW Communication Services 13,368.0 $384K 0.13% +964.0 +7.8% $28.71 -13.2%
127 ISHARES TR 16,000.0 $367K 0.12% NEW $22.91
128 CAH CARDINAL HEALTH INC Healthcare 1,713.0 $362K 0.12% $211.31 -5.5%
129 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 28,566.0 $361K 0.12% $12.65 +3.3%
130 RMMZ RIVERNORTH MANAGED DUR MUN I Financial Services 24,321.0 $357K 0.12% $14.69 +0.1%
131 XLE SELECT SECTOR SPDR TR 5,740.0 $352K 0.12% -11K -65.3% $61.26 -1.2%
132 MRK MERCK & CO INC Healthcare 2,923.0 $352K 0.12% NEW $120.29 -7.4%
133 HSY HERSHEY CO Consumer Defensive 1,630.0 $339K 0.12% NEW $207.89 -10.1%
134 XOM EXXON MOBIL CORP Energy 1,922.0 $326K 0.11% +113.0 +6.2% $169.66 -6.9%
135 XLV SELECT SECTOR SPDR TR 2,217.0 $325K 0.11% -50.0 -2.2% $146.61 -0.6%
136 IWM ISHARES TR 1,305.0 $324K 0.11% $248.00 +11.3%
137 FORTINET INC 3,805.0 $311K 0.10% $81.72
138 RMI RIVERNORTH OPPORTUNISTIC MUN Financial Services 20,593.0 $310K 0.10% $15.06 +0.8%
139 VTI VANGUARD INDEX FDS 966.0 $310K 0.10% $320.81 +13.0%
140 AAXJ ISHARES TR 3,198.0 $308K 0.10% $96.29 +17.0%
Page 7 of 9  ·  172 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%