Fund HoldingsRiver Street Advisors LLC

Total Portfolio Value
$339.50M
Total Bought
$71.51M
Total Sold
$40.92M
Net Transaction
+$30.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0118,387+118,387010,4043.06%+10,404
VANGUARD INTL EQUITY INDEX F0105,475+105,47506,2961.85%+6,296
OLD SECOND BANCORP INC DEL(OSBC)746,660779,008+32,34815,05318,1665.35%+3,114
KLA CORP(KLAC)020,336+20,33606,1361.81%+6,136
CATERPILLAR INC(CAT)8,2608,133-1275,8528,6612.55%+2,809
SPDR SERIES TRUST
ST STR P500VAL
039,419+39,41902,3960.71%+2,396
MFS ACTIVE EXCHANGE TRADED F
INTERNATINL ETF
701,739714,905+13,16620,85623,2206.84%+2,364
ISHARES TR223,328225,239+1,91115,08117,3685.12%+2,287
SPDR SERIES TRUST
ST STR P500GRW
015,669+15,66901,8640.55%+1,864
SPDR INDEX SHS FDS
ST STR PO EX ETF
036,533+36,53301,8410.54%+1,841
FEDERATED HERMES ETF TRUST
TOTA RETU BD ETF
073,123+73,12301,8350.54%+1,835
SPDR SERIES TRUST
ST INTER BD ETF
052,984+52,98401,7730.52%+1,773
SPDR SERIES TRUST
ST STR SP600 SML
029,126+29,12601,6800.49%+1,680
NVIDIA CORPORATION(NVDA)058,879+58,879011,7813.47%+11,781
ALPHABET INC(GOOG)22,29822,244-546,4127,9492.34%+1,537
BROADCOM INC(AVGO)022,270+22,27008,4122.48%+8,412
BLACKSTONE SECD LENDING FD(BXSL)056,775+56,77501,3460.40%+1,346
ELI LILLY & CO(LLY)04,650+4,65005,5771.64%+5,577
SPDR SERIES TRUST
ST STR P400MID
019,186+19,18601,2960.38%+1,296
APPLE INC(AAPL)032,351+32,35109,3612.76%+9,361
CUMMINS INC(CMI)7,0106,897-1133,7714,9191.45%+1,147
ARES CAPITAL CORP(ARCC)059,267+59,26701,0980.32%+1,098
MORGAN STANLEY(MS)022,881+22,88104,7831.41%+4,783
SOFI TECHNOLOGIES INC(SOFI)0107,677+107,67701,9310.57%+1,931
VANGUARD TAX-MANAGED FDS109,604112,066+2,4627,0237,9852.35%+961
JPMORGAN CHASE & CO(JPM)022,875+22,87507,4882.21%+7,488
SPDR INDEX SHS FDS
ST PORT MARK ETF
014,651+14,65107590.22%+759
HONEYWELL INTL INC03,310+3,31007410.22%+741
BLACKSTONE INC(BX)025,430+25,43002,9920.88%+2,992
HONEYWELL AEROSPACE INC03,251+3,25107190.21%+719
INVESCO QQQ TR03,905+3,90502,8760.85%+2,876
QUALCOMM INC(QCOM)010,074+10,07401,8620.55%+1,862
MICROSOFT CORP(MSFT)017,946+17,94606,6941.97%+6,694
VANGUARD INTL EQUITY INDEX F28,12128,493+3723,8904,4721.32%+582
AMAZON COM INC(AMZN)18,21518,358+1433,7944,3751.29%+582
VIKING HOLDINGS LTD(VIK)19,26819,030-2381,4161,9920.59%+576
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
141,945167,642+25,6973,1753,7461.10%+571
ADVANCED MICRO DEVICES INC(AMD)0907+90705270.16%+527
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
316,086342,564+26,4786,2036,7191.98%+516
ABBVIE INC(ABBV)13,57213,777+2052,9523,4671.02%+515
EATON CORP PLC(ETN)5,6115,803+1922,0072,4730.73%+466
PULTE GROUP INC(PHM)18,20818,814+6062,1412,5810.76%+440
EOG RES INC(EOG)13,20618,015+4,8091,9092,3370.69%+428
QUANTA SVCS INC2,3892,38901,3121,7200.51%+409
METLIFE INC(MET)023,020+23,02001,9480.57%+1,948
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
012,819+12,81901,1520.34%+1,152
ROPER TECHNOLOGIES INC(ROP)02,710+2,71009170.27%+917
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,217+2,21703520.10%+352
CAPITAL ONE FINL CORP(COF)010,348+10,34802,0760.61%+2,076
BLOOM ENERGY CORP01,100+1,10003330.10%+333
OKTA INC(OKTA)5,5555,55504377580.22%+321
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,533+5,53302940.09%+294
CROWDSTRIKE HLDGS INC(CRWD)0380+38002900.09%+290
ARISTA NETWORKS INC(ANET)05,990+5,99001,0180.30%+1,018
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
174,067188,365+14,2983,5553,8361.13%+281
VANECK ETF TRUST
SEMICONDUCTR ETF
0428+42802810.08%+281
ROCKET LAB CORP(RKLB)02,700+2,70002740.08%+274
FORTINET INC(FTNT)03,805+3,80505850.17%+585
ISHARES TR16,01618,279+2,2639481,2150.36%+267
VALMONT INDS INC(VMI)0450+45002600.08%+260
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0532+53202540.07%+254
CVS HEALTH CORP(CVS)02,419+2,41902500.07%+250
ISHARES TR2,5862,576-101,6891,9290.57%+240
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,214+1,21402310.07%+231
T ROWE PRICE EXCHANGE-TRADED
FLOATING RATE
52,81757,254+4,4372,6602,8860.85%+226
ISHARES TR0882+88202220.07%+222
HOME DEPOT INC(HD)5,0045,272+2681,6461,8590.55%+214
STARBUCKS CORP(SBUX)13,87314,241+3681,2431,4550.43%+212
WISDOMTREE TR(WT)03,408+3,40801930.06%+193
WISDOMTREE TR(WT)04,734+4,73401930.06%+193
PACKAGING CORP AMER(PKG)5,4595,644+1851,1591,3450.40%+186
VALERO ENERGY CORP(VLO)12,30112,385+843,0393,2260.95%+186
VANGUARD INDEX FDS2,1122,245+1336388210.24%+183
JOHNSON & JOHNSON(JNJ)13,11813,317+1993,2073,3821.00%+176
NORFOLK SOUTHN CORP(NSC)4,5994,710+1111,3201,4820.44%+162
VANGUARD SPECIALIZED FUNDS02,808+2,80806640.20%+664
ALPHABET INC(GOOG)02,131+2,13107530.22%+753
BERKSHIRE HATHAWAY INC DEL2,8482,993+1451,3651,4980.44%+133
TESLA INC(TSLA)2,3482,370+228739970.29%+124
WELLTOWER INC(WELL)4,0734,087+148059280.27%+122
ISHARES TR05,377+5,37707390.22%+739
PROLOGIS INC.(PLD)12,99613,387+3911,7181,8140.53%+96
STATE STR SPDR S&P MIDCAP 40(MDY)1,0981,09806777720.23%+95
AMPLIFY ETF TR03,130+3,13003280.10%+328
GE VERNOVA INC(GEV)30630602673600.11%+92
ISHARES TR4,8644,746-1186937800.23%+87
ISHARES TR7,4577,124-3337508370.25%+87
VANGUARD INTL EQUITY INDEX F025,393+25,39302,2480.66%+2,248
BLACKROCK INC(BLK)3,1643,242+783,0423,1170.92%+75
MASTERCARD INCORPORATED(MA)02,867+2,86701,4720.43%+1,472
VANGUARD INDEX FDS0812+81205580.16%+558
VANGUARD INDEX FDS01,580+1,58004790.14%+479
PROCTER & GAMBLE CO(PG)7,9638,279+3161,1501,2140.36%+64
VANGUARD WHITEHALL FDS6,9666,901-651,0321,0910.32%+59
EDWARDS LIFESCIENCES CORP05,240+5,24004740.14%+474
ISHARES TR3,9133,877-365185730.17%+54
PUBLIC SVC ENTERPRISE GROUP(PEG)15,54716,169+6221,2581,3120.39%+54
UNION PAC CORP(UNP)1,7611,76104274790.14%+52
STRYKER CORPORATION(SYK)2,5892,865+2768519020.27%+51
CHIPOTLE MEXICAN GRILL INC(CMG)025,159+25,15908550.25%+855
Page 1 of 1