River Street Advisors LLC
•CIK: 1964897•Filing: Q4 2025
**River Street Advisors LLC** manages $267M across a diverse portfolio of 167 positions. The fund exhibits notable concentration in technology and financial sectors, with top holdings including MFSI at $19.6M and IJH at $14.7M. Significant allocations are also directed toward mega-cap names such as NVDA ($10.6M), AAPL ($8.3M), and MSFT ($6.9M). This positioning suggests a tactical, large-cap growth mandate within established market leaders.
Total AUM
$266.9M
QoQ Performance
+3.5%
Positions
133
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MFSI
IJH
MFSI7.3%
IJH5.5%
NVDA4.0%
AAPL3.1%
SPYM3.0%
AVGO2.7%
OSBC2.7%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.3%
Technology15.8%
Financial6.1%
Healthcare4.6%
Consumer4.4%
Industrial2.5%
ETF1.8%
Energy1.2%
🚪 Exited Positionssold since Q3 2025
—
INVESCO EXCH TRD SLF IDX FD
SOLD
$366.5K
+3 more exited positions
Changes from Q3 2025
NEW12 new positions
↑65 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023