River Street Advisors LLC Portfolio Holdings

River Street Advisors LLC

  • $267 Billion
  • Q4 2025

River Street Advisors LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mfs Active Exchange Traded F with a value of $19.6B, Ishares Core S&P Mid Cap ETF with a value of $14.7B, Nvidia Corp with a value of $10.6B, Apple Inc. with a value of $8.31B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.99B.

Examining the 13F form we can see an increase of $8.93B in the current position value, from $258B to 267B.

River Street Advisors LLC is based out at Aurora, IL

Below you can find more details about River Street Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Billion
ETFs: $89 Billion
Technology: $44 Billion
Financial Services: $32.6 Billion
Industrials: $17.4 Billion
Healthcare: $14 Billion
Consumer Cyclical: $12.2 Billion
Communication Services: $8.8 Billion
Consumer Defensive: $6.69 Billion
Other: $12.7 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$485 Million 0.18% of portfolio
48,146
Q2 2025 Added 183.7%
$0
$433 Million 0.16% of portfolio
34,431
Q4 2025 Added 60.66%
$0
$362 Million 0.14% of portfolio
28,566
Q2 2025 New
$0
$353 Million 0.13% of portfolio
24,321
Q2 2025 New
$0
$295 Million 0.11% of portfolio
20,593
Q2 2025 New
$0
$264 Million 0.1% of portfolio
18,864
Q2 2025 New
$0
$268 Million 0.1% of portfolio
19,727
Q2 2025 New
$0
$220 Million 0.08% of portfolio
29,237
Q3 2025 Added 68.09%
$0
$179 Million 0.07% of portfolio
19,610
Q2 2025 New
$0
$175 Million 0.07% of portfolio
18,899
Q2 2025 New
$0
$154 Million 0.06% of portfolio
12,514
Q2 2025 New
$0
$163 Million 0.06% of portfolio
13,921
Q2 2025 New
$0
$152 Million 0.06% of portfolio
15,215
Q2 2025 New
$0
$121 Million 0.05% of portfolio
11,182
Q4 2025 New
$0
$122 Million 0.05% of portfolio
11,845
Q4 2025 New
$0
$121 Million 0.05% of portfolio
11,605
Q4 2025 New
$0
$122 Million 0.05% of portfolio
17,542
Q4 2025 New
$0
$122 Million 0.05% of portfolio
12,132
Q4 2025 New
$0
$121 Million 0.05% of portfolio
11,571
Q4 2025 New
$0
$121 Million 0.05% of portfolio
10,804
Q4 2025 New
$0
$115 Million 0.04% of portfolio
10,750
Q4 2024 New
$0
$109 Million 0.04% of portfolio
10,703
Q2 2025 New
$0
$111 Million 0.04% of portfolio
18,450
Q2 2025 New
$0
$120 Million 0.04% of portfolio
12,547
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $267 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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