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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

River Street Advisors LLC

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001964897-26-000001

Total Value
$266.9M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1MFS ACTIVE EXCHANGE TRADED F55286W405637,443$19.4M7.27%
2ISHARES TR464287507220,375$14.5M5.45%
3NVIDIA CORPORATIONNVDA56,856$10.6M3.97%
4SPDR SERIES TRUST78464A85499,203$8.0M2.98%
5APPLE INCAAPL28,974$7.9M2.95%
6OLD SECOND BANCORP INC ILLOSBC365,721$7.1M2.67%
7BROADCOM INCAVGO20,597$7.1M2.67%
8JPMORGAN CHASE & CO.VYLD21,035$6.8M2.54%
9MICROSOFT CORPMSFT14,014$6.8M2.54%
10FRANKLIN TEMPLETON ETF TRFGDL165,754$6.4M2.40%
11ALPHABET INCGOOG19,776$6.2M2.32%
12INVESCO EXCH TRD SLF IDX FDIVZ297,141$5.8M2.18%
13VANGUARD TAX-MANAGED FDS92194385890,599$5.7M2.12%
14CATERPILLAR INCCAT8,210$4.7M1.76%
15ELI LILLY & COLLY4,281$4.6M1.72%
16MORGAN STANLEYMS-PQ21,603$3.8M1.44%
17VANGUARD INTL EQUITY INDEX F92204274227,161$3.8M1.44%
18AMAZON COM INCAMZN15,187$3.5M1.31%
19CUMMINS INCCMI6,837$3.5M1.31%
20KLA CORPKLAC2,595$3.2M1.18%
21INVESCO EXCH TRD SLF IDX FDIVZ132,910$3.1M1.16%
22INVESCO EXCH TRD SLF IDX FDIVZ153,386$3.0M1.13%
23CORNING INCGLW34,510$3.0M1.13%
24VANGUARD INTL EQUITY INDEX F92204287435,502$3.0M1.11%
25SPDR S&P 500 ETF TRSPY4,277$2.9M1.09%
26BLACKROCK INCBLK2,701$2.9M1.08%
27BLACKSTONE INCBX17,598$2.7M1.02%
28JOHNSON & JOHNSONJNJ12,717$2.6M0.99%
29ABBVIE INCABBV11,056$2.5M0.95%
30INVESCO QQQ TRIVZ3,942$2.4M0.91%
31CAPITAL ONE FINL CORP14040H1059,060$2.2M0.82%
32NORTHROP GRUMMAN CORPNOC3,602$2.1M0.77%
33PEPSICO INCPEP14,286$2.1M0.77%
34VALERO ENERGY CORPVLO11,997$2.0M0.73%
35SPDR SERIES TRUST78464A50833,576$1.9M0.71%
36SPDR SERIES TRUST78464A37554,666$1.8M0.69%
37NEXTERA ENERGY INCNEE-PW21,316$1.7M0.64%
38EATON CORP PLCETN5,348$1.7M0.64%
39VANGUARD INDEX FDS92290855318,881$1.7M0.63%
40METLIFE INCMET-PF20,906$1.7M0.62%
41PROLOGIS INC.PLDGP12,316$1.6M0.59%
42T ROWE PRICE ETF INC87283Q88330,103$1.5M0.58%
43FEDERATED HERMES ETF TRUSTFHI60,313$1.5M0.57%
44MASTERCARD INCORPORATEDMA2,613$1.5M0.56%
45ISHARES TR4642872002,131$1.5M0.55%
46QUALCOMM INCQCOM8,264$1.4M0.53%
47SPDR SERIES TRUST78464A40913,164$1.4M0.53%
48MCDONALDS CORPMCD4,492$1.4M0.51%
49SHOPIFY INCSHOP8,299$1.3M0.50%
50CHEVRON CORP NEWCVX8,663$1.3M0.49%
51HOME DEPOT INCHD3,790$1.3M0.49%
52SPDR INDEX SHS FDS78463X88929,269$1.3M0.49%
53BERKSHIRE HATHAWAY INC DELBRK-A2,585$1.3M0.49%
54NORFOLK SOUTHN CORP6558441084,419$1.3M0.48%
55VIKING HOLDINGS LTDVIK17,644$1.3M0.47%
56COSTCO WHSL CORP NEW22160K1051,437$1.2M0.46%
57SPDR SERIES TRUST78468R85326,064$1.2M0.46%
58WALMART INCWMT10,832$1.2M0.45%
59SOFI TECHNOLOGIES INCSOFI46,064$1.2M0.45%
60PUBLIC SVC ENTERPRISE GRP IN74457310614,923$1.2M0.45%
61HONEYWELL INTL INC4385161066,019$1.2M0.44%
62STARBUCKS CORPSBUX13,333$1.1M0.42%
63ENBRIDGE INCENNPF23,363$1.1M0.42%
64ABBOTT LABSABLZF8,899$1.1M0.42%
65PACKAGING CORP AMER6951561095,331$1.1M0.41%
66PULTE GROUP INC7458671019,357$1.1M0.41%
67EOG RES INCEOG10,434$1.1M0.41%
68PROCTER AND GAMBLE CO7427181097,462$1.1M0.40%
69VANGUARD WHITEHALL FDS9219464067,114$1.0M0.38%
70QUANTA SVCS INC74762E1022,389$1.0M0.38%
71SPDR SERIES TRUST78464A84716,329$945,6130.35%
72BADGER METER INCBMI5,385$939,1980.35%
73DISNEY WALT CO2546871068,018$912,2220.34%
74CHIPOTLE MEXICAN GRILL INCCMG23,398$865,7260.32%
75TESLA INCTSLA1,865$838,7280.31%
76STRYKER CORPORATIONSYK2,373$834,0390.31%
77ISHARES TR46428852114,231$810,5980.30%
78FIRST TR EXCHANGE TRADED FD33734X84611,304$807,6710.30%
79ARISTA NETWORKS INCANET5,990$784,8700.29%
80ALPHABET INCGOOG2,461$772,2620.29%
81DANAHER CORPORATION2358511023,348$766,4250.29%
82VANGUARD WORLD FD92204A8764,141$766,1590.29%
83BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.28%
84SELECT SECTOR SPDR TR81369Y50616,526$738,8780.28%
85WELLTOWER INCWELL3,843$713,3000.27%
86ISHARES TR4642876067,090$686,8800.26%
87ISHARES TR46432F8427,666$685,8010.26%
88VANGUARD SCOTTSDALE FDS92206C70611,227$672,8350.25%
89INVESCO EXCH TRD SLF IDX FDIVZ28,258$668,1610.25%
90MERCADOLIBRE INCMELI331$666,7210.25%
91ISHARES TR4642873095,278$650,5670.24%
92SPDR S&P MIDCAP 400 ETF TRMDY1,063$641,2870.24%
93VANGUARD INDEX FDS9229087443,338$637,5250.24%
94ISHARES TR4642885886,305$600,3630.22%
95ADOBE INCADBE1,709$598,1330.22%
96ROPER TECHNOLOGIES INCROP1,340$596,4750.22%
97ISHARES TR4642871504,003$595,2070.22%
98INGREDION INCINGR5,316$586,1430.22%
99SPDR INDEX SHS FDS78463X50912,110$566,8640.21%
100APTIV PLCAPTV7,144$543,5870.20%
101VANGUARD SPECIALIZED FUNDS9219088442,464$541,5210.20%
102BARCLAYS BANK PLCVXZ18,345$527,7860.20%
103INVESCO EXCH TRD SLF IDX FDIVZ22,200$525,3680.20%
104AES CORPAES35,806$513,4590.19%
105CONSTELLATION ENERGY CORPCEG1,451$512,5950.19%
106VANGUARD INDEX FDS922908363812$509,2300.19%
107NUVEEN DYNAMIC MUN OPPORTUNINU48,146$485,3120.18%
108ISHARES TR4642877053,653$480,6990.18%
109EDWARDS LIFESCIENCES CORPEW5,240$446,7100.17%
110INVESCO EXCH TRD SLF IDX FDIVZ18,885$443,7980.17%
111BROOKFIELD CORP11271J1079,649$442,7930.17%
112NUVEEN MUNICIPAL CREDIT INCNU34,431$433,1420.16%
113VANGUARD INDEX FDS9229087511,580$407,5610.15%
114LOCKHEED MARTIN CORPLMT769$371,9430.14%
115COMCAST CORP NEWCCZ12,316$368,1260.14%
116RIVERNORTH FLEXIBLE MUNI INC76883Y10728,566$361,6460.14%
117J P MORGAN EXCHANGE TRADED F46641Q7615,711$360,8210.14%
118RIVERNORTH MANAGED DUR MUN I76882M10424,321$353,1410.13%
119CARDINAL HEALTH INCCAH1,713$352,0220.13%
120SELECT SECTOR SPDR TR81369Y2092,267$350,9320.13%
121SPDR GOLD TRGLD876$347,1680.13%
122APPLE INCAAPL1,265$343,9030.13%
123VANGUARD INDEX FDS922908769963$322,8660.12%
124ISHARES TR4642876551,305$321,2390.12%
125WASTE MGMT INC DEL94106L1091,445$317,4810.12%
126THERMO FISHER SCIENTIFIC INCTMO544$315,2210.12%
127JANUS DETROIT STR TR47103U8456,217$314,4560.12%
128FORTINET INCFTNT3,805$302,1560.11%
129ISHARES TR4642881823,198$297,7980.11%
130RIVERNORTH OPPORTUNISTIC MUNRMI20,593$294,6860.11%
131META PLATFORMS INCMETA439$289,7800.11%
132RIVERNORTH MANAGED DUR MUN I76882H10519,727$268,4850.10%
133RIVERNORTH FLEXIBLE MUN INCO76883H10418,864$263,5310.10%
134INTERDIGITAL INCIDCC820$261,0720.10%
135VISA INCV740$259,5260.10%
136AMPLIFY ETF TR0321086643,130$251,5590.09%
137DEERE & CODE524$243,9590.09%
138INVESCO EXCH TRD SLF IDX FDIVZ10,513$243,3760.09%
139INVESCO EXCH TRD SLF IDX FDIVZ11,325$233,2950.09%
140ELI LILLY & COLLY208$223,5340.08%
141LOWES COS INC548661107915$220,6620.08%
142PIMCO MUN INCOME FD II72200W10629,237$220,4470.08%
143MONDELEZ INTL INC6092071054,000$215,3200.08%
144FEDEX CORPFDX743$214,6230.08%
145ISHARES INC46434G1033,068$206,2310.08%
146SERVICENOW INCNOW1,330$203,7430.08%
147ALTRIA GROUP INCMO3,494$201,4650.08%
148GE VERNOVA INCGEV306$199,9930.07%
149SELECT SECTOR SPDR TR81369Y8031,334$192,0560.07%
150SELECT SECTOR SPDR TR81369Y3082,392$185,8110.07%
151INVESCO ADVANTAGE MUN INCOMEIVZ19,610$178,8440.07%
152BLACKROCK LONG-TERM MUN ADVABLK18,899$175,3830.07%
153EXXON MOBIL CORPXOM1,456$175,2160.07%
154BLACKROCK MUNIHOLDINGS FD INBLK13,921$163,4330.06%
155MFS ACTIVE EXCHANGE TRADED F55286W4055,116$155,7830.06%
156INVESCO VALUE MUN INCOME TRIVZ12,514$154,1730.06%
157INVESCO QUALITY MUN INCOME TIVZ15,215$151,5420.06%
158ARCHER AVIATION INCACHR-WT20,000$150,4000.06%
159BLACKROCK MUNIHOLDINGS QUALIBLK12,132$121,6840.05%
160ABRDN NATL MUN INCOME FD24610T10811,845$121,6490.05%
161BLACKROCK MUNIVEST FD INCBLK17,542$121,5670.05%
162BLACKROCK MUNI INCOME TR IIBLK11,605$121,1570.05%
163BLACKROCK MUNIYIELD QUALITYBLK12,044$121,0430.05%
164INVESCO PA VALUE MUN INC TRIVZ11,571$121,0330.05%
165BLACKROCK INVT QUALITY MUN TBLK10,804$121,0050.05%
166ALLIANCEBERNSTEIN NATL MUN I01864U10611,182$120,9900.05%
167INVESCO MUN OPPORTUNITY TRIVZ12,547$120,0750.04%
168ISHARES TR4642875071,745$115,1700.04%
169BLACKROCK MUNIASSETS FD INCBLK10,750$115,1330.04%
170INVESCO MUNI INCOME OPP TRSTIVZ18,450$110,8850.04%
171NUVEEN MUN CR OPPORTUNITIESNU10,703$109,4920.04%
172MICROSOFT CORPMSFT216$104,4620.04%
173ABBVIE INCABBV450$102,8210.04%
174APPLE INCAAPL313$85,0930.03%
175WALMART INCWMT600$66,8460.03%
176BLACKSTONE INCBX385$59,3440.02%
177BERKSHIRE HATHAWAY INC DELBRK-A100$50,2650.02%
178JPMORGAN CHASE & CO.VYLD153$49,3000.02%
179FRANKLIN TEMPLETON ETF TRFGDL1,117$43,1060.02%
180EXXON MOBIL CORPXOM353$42,4810.02%
181INVESCO EXCH TRD SLF IDX FDIVZ2,133$41,7540.02%
182BROADCOM INCAVGO120$41,5320.02%
183ISHARES TR464287150277$41,1880.02%
184VANGUARD INTL EQUITY INDEX F922042874491$41,0530.02%
185HONEYWELL INTL INC438516106195$38,0430.01%
186SPDR SERIES TRUST78464A854426$34,1740.01%
187ELI LILLY & COLLY29$31,1660.01%
188VANGUARD INTL EQUITY INDEX F922042742175$24,6860.01%
189MORGAN STANLEYMS-PQ139$24,6770.01%
190MFS ACTIVE EXCHANGE TRADED F55286W405799$24,3300.01%
191KLA CORPKLAC20$24,3020.01%
192CUMMINS INCCMI47$23,9920.01%
193CUMMINS INCCMI45$22,9710.01%
194ABBOTT LABSABLZF183$22,9290.01%
195INVESCO EXCH TRD SLF IDX FDIVZ1,151$22,7210.01%
196MCDONALDS CORPMCD69$21,0890.01%
197CAPITAL ONE FINL CORP14040H10587$21,0860.01%
198CORNING INCGLW234$20,4900.01%
199BLACKROCK INCBLK19$20,3370.01%
200ABBVIE INCABBV89$20,3360.01%
201JOHNSON & JOHNSONJNJ94$19,4540.01%
202VANGUARD TAX-MANAGED FDS921943858309$19,3040.01%
203NEXTERA ENERGY INCNEE-PW236$18,9470.01%
204EATON CORP PLCETN58$18,4740.01%
205JPMORGAN CHASE & CO.VYLD56$18,0450.01%
206VALERO ENERGY CORPVLO110$17,9070.01%
207BLACKSTONE INCBX107$16,4930.01%
208T ROWE PRICE ETF INC87283Q883305$15,6790.01%
209ENBRIDGE INCENNPF326$15,5930.01%
210PUBLIC SVC ENTERPRISE GRP IN744573106172$13,8120.01%
211NORTHROP GRUMMAN CORPNOC23$13,1150.00%
212MICROSOFT CORPMSFT27$13,0580.00%
213STARBUCKS CORPSBUX153$12,8850.00%
214MCDONALDS CORPMCD38$11,6140.00%
215HONEYWELL INTL INC43851610659$11,5110.00%
216COSTCO WHSL CORP NEW22160K10513$11,2110.00%
217PEPSICO INCPEP78$11,1950.00%
218PROLOGIS INC.PLDGP86$10,9790.00%
219PROCTER AND GAMBLE CO74271810975$10,7490.00%
220HOME DEPOT INCHD31$10,6680.00%
221INGREDION INCINGR90$9,9240.00%
222CHEVRON CORP NEWCVX64$9,7550.00%
223SPDR SERIES TRUST78464A375280$9,4670.00%
224QUALCOMM INCQCOM55$9,4080.00%
225SPDR INDEX SHS FDS78463X889202$8,9710.00%
226EOG RES INCEOG84$8,8210.00%
227METLIFE INCMET-PF110$8,6840.00%
228NEXTERA ENERGY INCNEE-PW93$7,4670.00%
229PROCTER AND GAMBLE CO74271810951$7,3090.00%
230VANGUARD WORLD FD92204A87638$7,0320.00%
231OLD SECOND BANCORP INC ILLOSBC350$6,8250.00%
232PACKAGING CORP AMER69515610931$6,3940.00%
233METLIFE INCMET-PF58$4,5790.00%
234FEDERATED HERMES ETF TRUSTFHI103$2,6160.00%
235STARBUCKS CORPSBUX30$2,5270.00%
236SPDR SERIES TRUST78464A50843$2,4430.00%
237COMCAST CORP NEWCCZ57$1,7040.00%
238SPDR SERIES TRUST78464A40914$1,4940.00%
239SPDR SERIES TRUST78464A84717$9850.00%
240COMCAST CORP NEWCCZ31$9270.00%
241SPDR SERIES TRUST78468R85315$7030.00%
242ISHARES TR46428852111$6270.00%
243SPDR INDEX SHS FDS78463X50912$5620.00%
244INVESCO EXCH TRD SLF IDX FDIVZ11$2570.00%