River Street Advisors LLC
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$591.9M
Holdings
172
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MFSI
MFS ACTIVE EXCHANGE TRADED F
Held since at least Q1 2024
7.1%
02
$IJH
ISHARES TR
Q1 2026: Sold 7.9% (21.0k → 19.3k shares)
5.1%
03
$OSBC
OLD SECOND BANCORP INC DEL
Held since at least Q1 2024
5.1%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 5.3% (3.4k → 3.2k shares)
3.4%
05
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
2.9%
06
$AAPL
APPLE INC
Q1 2026: Sold 19.1% (3.9k → 3.1k shares)
2.8%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +4.2% (317.5k → 330.8k shares)
2.4%
08
$AVGO
BROADCOM INC
Held since at least Q1 2024
2.3%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 11.7% (1.7k → 1.5k shares)
2.2%
10
$GOOGL
ALPHABET INC
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:36 UTC.