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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 $125,337,825
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,138 $9,461,472 7.54%
2.
Apple Inc.
 AAPL 30,922 $5,953,494 4.74%
3.
Global X Fds
 107,306 $4,232,139 3.37%
4.
Microsoft Corp
 MSFT 10,665 $4,010,413 3.19%
5.
Invesco Exch Trd Slf Idx Fd
 187,172 $3,909,082 3.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)