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Richard A Gartelmann Jr.

River Street Advisors Llc

Assets Managed
$295.926M
Holdings
172
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
10.89%(2Q avg: 7.18%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in River Street Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 172 positions.

Assets under management

The assets under management (AUM) of River Street Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 295.926M in assets, with a quarterly growth rate of 10.89% and a 2-quarter average growth rate of 7.18%. The portfolio is managed by Richard A Gartelmann Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MFSI
Mfs Active International
Recent Activity
Increased 9.08%
7.05%
$20.856M
701,739 shares@ $29.73 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.55%
5.1%
$15.081M
223,328 shares@ $67.54 avg price
OSBC
Old Second Bancorp Inc
Recent Activity
Increased 103.97%
5.09%
$15.053M
746,660 shares@ $20.16 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.12%
3.43%
$10.126M
58,061 shares@ $174.41 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 12.69%
2.91%
$8.593M
112,266 shares@ $76.55 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.33%
2.76%
$8.167M
32,178 shares@ $253.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 20.57%
2.38%
$7.023M
109,604 shares@ $64.09 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 7.24%
2.33%
$6.876M
22,215 shares@ $309.51 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 5.81%
2.24%
$6.612M
22,477 shares@ $294.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 12.76%
2.17%
$6.412M
22,298 shares@ $287.56 avg price

1-10 of 172