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Richard A Gartelmann Jr

River Street Advisors Llc

Assets Managed
$339.505M
Holdings
177
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
14.73%(2Q avg: 12.81%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in River Street Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 177 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 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 339.505M in assets, with a quarterly growth rate of 14.73% and a 2-quarter average growth rate of 12.81%. The portfolio is managed by Richard A Gartelmann Jr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MFSI
Mfs Active International
Recent Activity
Increased 1.88%
6.84%
$23.22M
714,905 shares@ $32.49 avg price
OSBC
Old Second Bancorp Inc
Recent Activity
Increased 4.34%
5.36%
$18.166M
779,008 shares@ $23.32 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.86%
5.12%
$17.368M
225,239 shares@ $77.12 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.41%
3.48%
$11.781M
58,879 shares@ $200.1 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 5.46%
3.07%
$10.404M
118,387 shares@ $87.89 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.54%
2.76%
$9.361M
32,351 shares@ $289.36 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -1.53%
2.56%
$8.661M
8,133 shares@ $1064.91 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.25%
2.48%
$8.412M
22,270 shares@ $377.75 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.25%
2.36%
$7.985M
112,066 shares@ $71.26 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.24%
2.35%
$7.949M
22,244 shares@ $357.37 avg price

1-10 of 177