River Street Advisors Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 21, 2026, River Street Advisors Llc disclosed 171 stock positions valued at approximately $339.50M as of quarter-end June 30, 2026. The largest holdings include OLD SECOND BANCORP INC DEL, ISHARES TR, and NVIDIA CORPORATION.

Report Period
June 30, 2026
No. of Stocks
171
Portfolio Value
$339.50M
Holdings by Sector
River Street Advisors Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
OLD SECOND BANCORP INC DELOSBCFinancial Services5.35%779,008+32,348+4.33%$18,166,456
ISHARES TRIJHOther5.12%225,239+1,911+0.86%$17,368,218
NVIDIA CORPORATIONNVDATechnology3.47%58,879+818+1.41%$11,781,101
SPDR SERIES TRUSTSPLGOther3.06%118,387+6,121+5.45%$10,403,885
APPLE INCAAPLTechnology2.76%32,351+173+0.54%$9,360,980
CATERPILLAR INCCATIndustrials2.55%8,133-127-1.54%$8,660,832
BROADCOM INCAVGOTechnology2.48%22,270+55+0.25%$8,412,304
VANGUARD TAX-MANAGED FDSVEAOther2.35%112,066+2,462+2.25%$7,984,704
ALPHABET INCGOOGLCommunication Services2.34%22,244-54-0.24%$7,949,230
JPMORGAN CHASE & COJPMFinancial Services2.21%22,875+398+1.77%$7,487,675
INVESCO EXCH TRD SLF IDX FDBSCROther1.98%342,564+26,478+8.38%$6,719,386
MICROSOFT CORPMSFTTechnology1.97%17,946+1,454+8.82%$6,694,279
VANGUARD INTL EQUITY INDEX FVWOOther1.85%105,475+105,475+100.00%$6,295,804
KLA CORPKLACTechnology1.81%20,336+18,250+874.88%$6,135,575
ELI LILLY & COLLYHealthcare1.64%4,650+39+0.85%$5,577,485
CUMMINS INCCMIIndustrials1.45%6,897-113-1.61%$4,918,654
MORGAN STANLEYMSFinancial Services1.41%22,881+180+0.79%$4,782,941
CORNING INCGLWTechnology1.40%18,595-16,319-46.74%$4,749,722
VANGUARD INTL EQUITY INDEX FVTOther1.32%28,493+372+1.32%$4,472,035
AMAZON COM INCAMZNConsumer Cyclical1.29%18,358+143+0.79%$4,375,446
INVESCO EXCH TRD SLF IDX FDBSCSOther1.13%188,365+14,298+8.21%$3,836,054
INVESCO EXCH TRD SLF IDX FDBSJROther1.10%167,642+25,697+18.10%$3,746,062
ABBVIE INCABBVHealthcare1.02%13,777+205+1.51%$3,466,845
JOHNSON & JOHNSONJNJHealthcare1.00%13,317+199+1.52%$3,382,167
VALERO ENERGY CORPVLOEnergy0.95%12,385+84+0.68%$3,225,550
BLACKROCK INCBLKOther0.92%3,242+78+2.47%$3,116,898
CHEVRON CORPORATIONCVXEnergy0.88%18,070+3,769+26.35%$2,995,284
BLACKSTONE INCBXFinancial Services0.88%25,430+5,709+28.95%$2,992,349
T ROWE PRICE EXCHANGE-TRADEDTFLROther0.85%57,254+4,437+8.40%$2,886,163
INVESCO QQQ TRQQQOther0.85%3,905-40-1.01%$2,875,642
Showing 30 of 171 holdings in the latest reporting period.