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Home > Institutional Investor > River Street Advisors Llc > Profile

Instuitional Investor - River Street Advisors Llc

Fund Profile
Filing Period:
Fund Name: River Street Advisors Llc
Portfolio Value $257,939,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mfs Active Exchange Traded F - INTERNATINL ETF
 619,301 $18,294,153 7.09%
2.
Ishares Trust
 IEF 220,578 $14,394,953 5.58%
3.
Nvidia Corp
 NVDA 56,762 $10,590,654 4.11%
4.
Apple Inc.
 AAPL 31,335 $7,978,869 3.09%
5.
Microsoft Corp
 MSFT 14,078 $7,291,882 2.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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