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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 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 1,257.0 $640K 0.19% -96.0 -7.1% $509.46 +19.7%
102 ATMP BARCLAYS BANK PLC Financial Services 18,345.0 $633K 0.19% $34.52 +7.9%
103 BSMS INVESCO EXCH TRD SLF IDX FD 26,785.0 $628K 0.18% -530.0 -1.9% $23.44 -0.2%
104 MELI MERCADOLIBRE INC Consumer Cyclical 364.0 $618K 0.18% +33.0 +10.0% $1697.39 +6.5%
105 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 50,618.0 $602K 0.18% $11.90 -3.4%
106 V VISA INC Financial Services 1,752.0 $601K 0.18% -113.0 -6.1% $343.09 +6.3%
107 AES AES CORP Utilities 40,353.0 $592K 0.17% +472.0 +1.2% $14.66 +0.6%
108 MBB ISHARES TR 6,212.0 $587K 0.17% $94.52 -1.5%
109 FORTINET INC 3,805.0 $585K 0.17% $153.62
110 IJJ ISHARES TR 3,877.0 $573K 0.17% -36.0 -0.9% $147.73 +1.4%
111 VOO VANGUARD INDEX FDS 812.0 $558K 0.16% $686.81 +2.8%
112 WM WASTE MGMT INC DEL Industrials 2,394.0 $534K 0.16% $222.88 +1.5%
113 AMD ADVANCED MICRO DEVICES INC Technology 907.0 $527K 0.15% NEW $580.91 -17.4%
114 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 44,489.0 $516K 0.15% $11.60 -3.7%
115 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 48,146.0 $501K 0.15% $10.41 -4.3%
116 UNP UNION PAC CORP Industrials 1,761.0 $479K 0.14% $272.00 +11.0%
117 VB VANGUARD INDEX FDS 1,580.0 $479K 0.14% $303.12 +0.6%
118 EW EDWARDS LIFESCIENCES CORP Healthcare 5,240.0 $474K 0.14% $90.46 +1.1%
119 OKE ONEOK INC NEW Energy 5,309.0 $462K 0.14% $86.94 +11.9%
120 VZ VERIZON COMMUNICATIONS INC Communication Services 10,407.0 $441K 0.13% $42.34 +15.0%
Page 6 of 9  ·  177 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%