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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 8 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BSCQ INVESCO EXCH TRD SLF IDX FD 15,462.0 $302K 0.10% -284K -94.8% $19.53 -0.1%
142 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,945.0 $300K 0.10% NEW $60.65 -5.5%
143 DE DEERE & CO Industrials 523.0 $295K 0.10% $563.30 -0.3%
144 TMO THERMO FISHER SCIENTIFIC INC Healthcare 599.0 $294K 0.10% +55.0 +10.1% $491.53 -10.8%
145 MUA BLACKROCK MUNIASSETS FD INC Financial Services 27,449.0 $291K 0.10% +17K +155.3% $10.61 -0.0%
146 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 26,766.0 $281K 0.10% NEW $10.51 +1.4%
147 KR KROGER CO Consumer Defensive 3,740.0 $271K 0.09% NEW $72.36 -8.8%
148 RMM RIVERNORTH MANAGED DUR MUN I Financial Services 19,727.0 $269K 0.09% $13.63 +5.1%
149 GEV GE VERNOVA INC Utilities 306.0 $267K 0.09% $872.90 +20.2%
150 RFM RIVERNORTH FLEXIBLE MUN INCO Financial Services 18,864.0 $265K 0.09% $14.03 +3.7%
151 FDX FEDEX CORP Industrials 743.0 $265K 0.09% $356.18 +5.5%
152 PAYX PAYCHEX INC Industrials 2,811.0 $259K 0.09% NEW $92.12 -0.6%
153 IEMG ISHARES INC 3,690.0 $257K 0.09% +622.0 +20.3% $69.75 +13.8%
154 IDCC INTERDIGITAL INC Technology 820.0 $248K 0.08% $302.00 -13.8%
155 BSMT INVESCO EXCH TRD SLF IDX FD 10,513.0 $242K 0.08% $23.02 -0.2%
156 HACK AMPLIFY ETF TR 3,130.0 $235K 0.08% $75.09 +21.5%
157 MO ALTRIA GROUP INC Consumer Defensive 3,494.0 $231K 0.08% $65.99 +10.8%
158 MDLZ MONDELEZ INTL INC Consumer Defensive 4,000.0 $231K 0.08% $57.64 +4.9%
159 PML PIMCO MUN INCOME FD II Financial Services 29,243.0 $221K 0.07% $7.57 -2.8%
160 GPC GENUINE PARTS CO Consumer Cyclical 1,998.0 $211K 0.07% NEW $105.75 -12.2%
Page 8 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%