River Street Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1964897
Institutional-grade research for retail investors
13F Reported Value
ⓘ$295.9M
Holdings
172
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
River Street Advisors LLC disclosed 172 positions worth $295.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 15 new positions and exited 10 — including a new stake in $NFLX and a full exit from $ADBE. The portfolio is most concentrated in Other (35.5% of disclosed assets). All figures are sourced directly from River Street Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1964897.
AI Fund Analysis
StableMFS ACTIVE EXCHANGE TRADED
7.0% weight
Held 6 quarters
ISHARES TR
5.1% weight
Held 9 quarters
$NVDA3.4% weight
Held 9 quarters
SPDR SERIES TRUST
2.9% weight
Held 9 quarters
$AAPL2.8% weight
Held 9 quarters
SPDR SERIES TRUST
8 quarters accumulating
$GOOG8 quarters accumulating
$MSFT8 quarters accumulating
FRANKLIN TEMPLETON ETF TR
8 quarters accumulating
$AMZN8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
MFS ACTIVE EXCHANGE TRADED F
—Quality
$20.9M701,739 shISHARES TR
—Quality
$15.1M223,328 sh- —
Quality
$15.1M746,660 sh - 90.2
Quality
$10.1M58,061 sh SPDR SERIES TRUST
—Quality
$8.6M112,266 sh- 76.1
Quality
$8.2M32,178 sh VANGUARD TAX-MANAGED FDS
—Quality
$7.0M109,604 sh- 86.4
Quality
$6.9M22,215 sh - 35.6
Quality
$6.6M22,477 sh - 80.2
Quality
$6.4M22,298 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MFS ACTIVE EXCHANGE TRADED F | — | $20.9M | 701,739 |
| ISHARES TR | — | $15.1M | 223,328 |
 OLD SECOND BANCORP INC$OSBC | — | $15.1M | 746,660 |
| NVIDIA CORP$NVDA | 90.2 | $10.1M | 58,061 |
| SPDR SERIES TRUST | — | $8.6M | 112,266 |
| Apple Inc.$AAPL | 76.1 | $8.2M | 32,178 |
| VANGUARD TAX-MANAGED FDS | — | $7.0M | 109,604 |
 Broadcom Inc.$AVGO | 86.4 | $6.9M | 22,215 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $6.6M | 22,477 |
| Alphabet Inc.$GOOG | 80.2 | $6.4M | 22,298 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of River Street Advisors LLC's 172 positions.
Showing top 10 of 172 holdings.
Sector Allocation
Other
$105.1M
Financials
$52.4M
Technology
$50.9M
Industrials
$26.9M
Healthcare
$15.0M
Consumer Discretionary
$13.3M
Energy
$10.0M
Materials
$5.9M
Full Holdings — River Street Advisors LLC (Q1 2026)
All 172 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | MFS ACTIVE EXCHANGE TRADED F | $20.9M | 7.0% | +9% | — |
| 2 | — | ISHARES TR | $15.1M | 5.1% | +1% | — |
| 3 | $OSBC | OLD SECOND BANCORP INC | $15.1M | 5.1% | +104% | — |
| 4 | $NVDA | NVIDIA CORP | $10.1M | 3.4% | +2% | 90.2 |
| 5 | — | SPDR SERIES TRUST | $8.6M | 2.9% | +13% | — |
| 6 | $AAPL | Apple Inc. | $8.2M | 2.8% | +5% | 76.1 |
| 7 | — | VANGUARD TAX-MANAGED FDS | $7.0M | 2.4% | +21% | — |
| 8 | $AVGO | Broadcom Inc. | $6.9M | 2.3% | +7% | 86.4 |
| 9 | $JPM | JPMORGAN CHASE & CO | $6.6M | 2.2% | +6% | 35.6 |
| 10 | $GOOG | Alphabet Inc. | $6.4M | 2.2% | +13% | 80.2 |
| 11 |  $IVZ | Invesco Ltd. | $6.2M | 2.1% | +105% | — |
| 12 | $MSFT | MICROSOFT CORP | $6.1M | 2.1% | +16% | 83.7 |
| 13 | — | FRANKLIN TEMPLETON ETF TR | $6.1M | 2.0% | +10% | — |
| 14 |  $CAT | CATERPILLAR INC | $5.9M | 2.0% | +1% | 67.8 |
| 15 |  $GLW | CORNING INC /NY | $4.7M | 1.6% | +0% | 72.7 |
| 16 |  $LLY | ELI LILLY & Co | $4.2M | 1.4% | +2% | 89.3 |
| 17 |  $DOV | DOVER Corp | $3.9M | 1.3% | +3% | 63.1 |
| 18 | $AMZN | AMAZON COM INC | $3.8M | 1.3% | +20% | 74.6 |
| 19 |  $CMI | CUMMINS INC | $3.8M | 1.3% | +1% | 58.9 |
| 20 |  $MS | MORGAN STANLEY | $3.7M | 1.3% | +4% | — |
| 21 | $IVZ | Invesco Ltd. | $3.6M | 1.2% | +1437% | — |
| 22 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 1.1% | +2% | 72.8 |
| 23 | — | INVESCO EXCH TRD SLF IDX FD | $3.2M | 1.1% | -53% | — |
| 24 |  $KLAC | KLA CORP | $3.1M | 1.0% | -20% | 84.4 |
| 25 |  $BLK | BlackRock, Inc. | $3.0M | 1.0% | +16% | 70.3 |
| 26 |  $VLO | VALERO ENERGY CORP/TX | $3.0M | 1.0% | +2% | 51.4 |
| 27 |  $CVX | CHEVRON CORP | $3.0M | 1.0% | +64% | 54.7 |
| 28 |  $ABBV | AbbVie Inc. | $3.0M | 1.0% | +17% | 59.3 |
| 29 |  $PEP | PEPSICO INC | $2.8M | 0.9% | +26% | 62.7 |
| 30 |  $SPY | SPDR S&P 500 ETF TRUST | $2.7M | 0.9% | -2% | — |
| 31 | — | T ROWE PRICE ETF INC | $2.7M | 0.9% | +74% | — |
| 32 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.5M | 0.9% | +3% | 60.5 |
| 33 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 0.8% | +0% | — |
| 34 |  $BX | Blackstone Inc. | $2.3M | 0.8% | +9% | 68 |
| 35 |  $NEE | NEXTERA ENERGY INC | $2.2M | 0.7% | +8% | 71.7 |
| 36 | — | VANGUARD INTL EQUITY INDEX F | $2.2M | 0.7% | -27% | — |
| 37 |  $PHM | PULTEGROUP INC/MI/ | $2.1M | 0.7% | +95% | 65.1 |
| 38 |  $ETN | Eaton Corp plc | $2.0M | 0.7% | +4% | — |
| 39 | — | SPDR SERIES TRUST | $1.9M | 0.7% | +1% | — |
| 40 |  $EOG | EOG RESOURCES INC | $1.9M | 0.7% | +26% | 71.1 |
| 41 |  $MCD | MCDONALDS CORP | $1.9M | 0.6% | +30% | 73.9 |
| 42 | — | SPDR SERIES TRUST | $1.8M | 0.6% | -5% | — |
| 43 | — | FEDERATED HERMES ETF TRUST | $1.7M | 0.6% | +14% | — |
| 44 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.7M | 0.6% | +3% | 71 |
| 45 |  $PLD | Prologis, Inc. | $1.7M | 0.6% | +5% | 67.5 |
| 46 | — | ISHARES TR | $1.7M | 0.6% | +21% | — |
| 47 |  $HD | HOME DEPOT, INC. | $1.6M | 0.6% | +31% | 69.2 |
| 48 |  $MET | METLIFE INC | $1.6M | 0.5% | +5% | 73.9 |
| 49 |  $WMT | Walmart Inc. | $1.5M | 0.5% | +4% | 63.2 |
| 50 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.5% | +2% | 67 |
| 51 |  $NFLX | NETFLIX INC | $1.5M | 0.5% | NEW | 86.7 |
| 52 |  $HON | HONEYWELL INTERNATIONAL INC | $1.5M | 0.5% | +3% | 65.7 |
| 53 |  $VIK | Viking Holdings Ltd | $1.4M | 0.5% | +9% | — |
| 54 | — | SPDR INDEX SHS FDS | $1.4M | 0.5% | +4% | — |
| 55 |  $MA | Mastercard Inc | $1.4M | 0.5% | +7% | 81.7 |
| 56 |  $ZTS | Zoetis Inc. | $1.4M | 0.5% | NEW | 72.6 |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.5% | +6% | 64.5 |
| 58 | — | VANGUARD INDEX FDS | $1.4M | 0.5% | -19% | — |
| 59 | — | SPDR SERIES TRUST | $1.3M | 0.5% | +4% | — |
| 60 |  $NSC | NORFOLK SOUTHERN CORP | $1.3M | 0.5% | +4% | 70.8 |
| 61 |  $ENB | ENBRIDGE INC | $1.3M | 0.4% | +2% | — |
| 62 |  $PWR | QUANTA SERVICES, INC. | $1.3M | 0.4% | +0% | 62.6 |
| 63 | — | SPDR SERIES TRUST | $1.3M | 0.4% | +1% | — |
| 64 |  $QCOM | QUALCOMM INC/DE | $1.3M | 0.4% | +19% | 81.9 |
| 65 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.3M | 0.4% | +3% | 74.6 |
| 66 |  $ABT | ABBOTT LABORATORIES | $1.3M | 0.4% | +34% | 67 |
| 67 |  $SBUX | STARBUCKS CORP | $1.2M | 0.4% | +3% | 54.6 |
| 68 |  $PKG | PACKAGING CORP OF AMERICA | $1.2M | 0.4% | +2% | 70 |
| 69 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.4% | +5% | 72.9 |
| 70 | $IVZ | Invesco Ltd. | $1.1M | 0.4% | +108% | — |
| 71 | — | VANGUARD WHITEHALL FDS | $1.0M | 0.3% | -2% | — |
| 72 | — | SPDR SERIES TRUST | $987,198 | 0.3% | +2% | — |
| 73 |  $SHOP | SHOPIFY INC. | $984,428 | 0.3% | +0% | — |
| 74 | — | ISHARES TR | $947,988 | 0.3% | +12% | — |
| 75 |  $BMI | BADGER METER INC | $920,194 | 0.3% | +12% | 71.6 |
| 76 |  $SOFI | SoFi Technologies, Inc. | $885,977 | 0.3% | +21% | 53.8 |
| 77 |  $TSLA | Tesla, Inc. | $872,869 | 0.3% | +26% | 50.1 |
| 78 |  $DIS | Walt Disney Co | $850,993 | 0.3% | +10% | 68.9 |
| 79 |  $SYK | STRYKER CORP | $850,720 | 0.3% | +9% | 69.8 |
| 80 | — | ISHARES TR | $832,424 | 0.3% | +20% | — |
| 81 |  $LMT | LOCKHEED MARTIN CORP | $817,740 | 0.3% | +76% | 65 |
| 82 |  $WELL | WELLTOWER INC. | $805,273 | 0.3% | +6% | 75.7 |
| 83 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $804,476 | 0.3% | +7% | 72.9 |
| 84 | — | VANGUARD WORLD FD | $792,066 | 0.3% | -4% | — |
| 85 | — | FIRST TR EXCHANGE-TRADED FD | $773,221 | 0.3% | +9% | — |
| 86 | — | ISHARES TR | $750,324 | 0.3% | +5% | — |
| 87 |  $ANET | Arista Networks, Inc. | $735,453 | 0.3% | +0% | 86 |
| 88 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.2% | +0% | 64.5 |
| 89 |  $DHR | DANAHER CORP /DE/ | $707,777 | 0.2% | +11% | 63.9 |
| 90 | — | ISHARES TR | $692,780 | 0.2% | +14% | — |
| 91 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $677,203 | 0.2% | +3% | — |
| 92 | — | VANGUARD SCOTTSDALE FDS | $659,755 | 0.2% | -1% | — |
| 93 | — | VANGUARD INDEX FDS | $649,422 | 0.2% | -1% | — |
| 94 | $IVZ | Invesco Ltd. | $639,040 | 0.2% | +45% | — |
| 95 | — | VANGUARD INDEX FDS | $638,352 | 0.2% | +34% | — |
| 96 | — | BARCLAYS BANK PLC | $631,246 | 0.2% | +0% | — |
| 97 | — | ISHARES TR | $630,702 | 0.2% | +6% | — |
| 98 |  $GOOGL | Alphabet Inc. | $615,602 | 0.2% | -13% | 80.2 |
| 99 | — | ISHARES TR | $589,830 | 0.2% | -1% | — |
| 100 |  $APTV | Aptiv PLC | $588,921 | 0.2% | +19% | — |
| 101 | — | SPDR INDEX SHS FDS | $582,618 | 0.2% | +2% | — |
| 102 |  $MELI | MERCADOLIBRE INC | $572,306 | 0.2% | +0% | 77.5 |
| 103 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $570,972 | 0.2% | +264% | — |
| 104 |  $V | VISA INC. | $563,678 | 0.2% | +152% | 83.5 |
| 105 |  $AES | AES CORP | $561,924 | 0.2% | +11% | 50.9 |
| 106 |  $WM | WASTE MANAGEMENT INC | $552,875 | 0.2% | +67% | 70.7 |
| 107 |  $ROP | ROPER TECHNOLOGIES INC | $541,406 | 0.2% | +14% | 72.2 |
| 108 | $IVZ | Invesco Ltd. | $537,965 | 0.2% | -19% | — |
| 109 |  $VZ | VERIZON COMMUNICATIONS INC | $522,482 | 0.2% | NEW | 71.6 |
| 110 | — | VANGUARD SPECIALIZED FUNDS | $521,289 | 0.2% | -2% | — |
| 111 | — | ISHARES TR | $518,473 | 0.2% | +7% | — |
| 112 |  $NDMO | Nuveen Dynamic Municipal Opportunities Fund | $495,423 | 0.2% | +0% | — |
| 113 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $488,490 | 0.2% | NEW | — |
| 114 | — | VANGUARD INDEX FDS | $485,211 | 0.2% | +0% | — |
| 115 |  $OKE | ONEOK INC /NEW/ | $480,243 | 0.2% | NEW | 72 |
| 116 |  $GLD | SPDR GOLD TRUST | $445,781 | 0.1% | +18% | — |
| 117 |  $CME | CME GROUP INC. | $439,777 | 0.1% | NEW | 74.5 |
| 118 |  $OKTA | Okta, Inc. | $437,235 | 0.1% | NEW | 67.3 |
| 119 |  $UNP | UNION PACIFIC CORP | $427,254 | 0.1% | NEW | 74 |
| 120 |  $EW | Edwards Lifesciences Corp | $419,620 | 0.1% | +0% | 67.6 |
| 121 |  $NZF | Nuveen Municipal Credit Income Fund | $419,370 | 0.1% | +0% | — |
| 122 |  $CEG | Constellation Energy Corp | $414,407 | 0.1% | +2% | 62.5 |
| 123 | — | VANGUARD INDEX FDS | $413,834 | 0.1% | +0% | — |
| 124 |  $BN | BROOKFIELD Corp /ON/ | $390,496 | 0.1% | +0% | — |
| 125 |  $GD | GENERAL DYNAMICS CORP | $384,407 | 0.1% | NEW | 73 |
| 126 |  $CCZ | COMCAST CORP | $383,796 | 0.1% | +8% | 70.4 |
| 127 | — | ISHARES TR | $366,640 | 0.1% | +12% | — |
| 128 |  $CAH | CARDINAL HEALTH INC | $361,975 | 0.1% | +0% | 58.6 |
| 129 |  $RFMZ | RiverNorth Flexible Municipal Income Fund II, Inc. | $361,360 | 0.1% | +0% | — |
| 130 |  $RMMZ | RiverNorth Managed Duration Municipal Income Fund II, Inc. | $357,276 | 0.1% | +0% | — |
| 131 | — | SELECT SECTOR SPDR TR | $351,633 | 0.1% | -65% | — |
| 132 |  $MRK | Merck & Co., Inc. | $351,608 | 0.1% | NEW | 70.9 |
| 133 |  $HSY | HERSHEY CO | $338,861 | 0.1% | NEW | 59.4 |
| 134 |  $XOM | EXXON MOBIL CORP | $326,087 | 0.1% | +6% | 61.8 |
| 135 | — | SELECT SECTOR SPDR TR | $325,035 | 0.1% | -2% | — |
| 136 | — | ISHARES TR | $323,640 | 0.1% | +0% | — |
| 137 |  $FTNT | Fortinet, Inc. | $310,945 | 0.1% | +0% | 78.1 |
| 138 |  $RMI | RiverNorth Opportunistic Municipal Income Fund, Inc. | $310,131 | 0.1% | +0% | — |
| 139 | — | VANGUARD INDEX FDS | $309,903 | 0.1% | +0% | — |
| 140 | — | ISHARES TR | $307,936 | 0.1% | +0% | — |
| 141 | $IVZ | Invesco Ltd. | $301,973 | 0.1% | -95% | — |
| 142 |  $BMY | BRISTOL MYERS SQUIBB CO | $299,915 | 0.1% | NEW | 70.1 |
| 143 |  $DE | DEERE & CO | $294,606 | 0.1% | -0% | 57.4 |
| 144 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $294,427 | 0.1% | +10% | 63.7 |
| 145 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $291,234 | 0.1% | +155% | — |
| 146 |  $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $281,311 | 0.1% | +122% | — |
| 147 |  $KR | KROGER CO | $270,627 | 0.1% | NEW | 51.1 |
| 148 | — | RIVERNORTH MANAGED DUR MUN I | $268,880 | 0.1% | +0% | — |
| 149 |  $GEV | GE Vernova Inc. | $267,108 | 0.1% | +0% | 70.1 |
| 150 |  $RFM | RiverNorth Flexible Municipal Income Fund, Inc. | $264,662 | 0.1% | +0% | — |
| 151 |  $FDX | FEDEX CORP | $264,642 | 0.1% | +0% | 60.3 |
| 152 |  $PAYX | PAYCHEX INC | $258,950 | 0.1% | NEW | 75.1 |
| 153 | — | ISHARES INC | $257,378 | 0.1% | +20% | — |
| 154 |  $IDCC | InterDigital, Inc. | $247,640 | 0.1% | +0% | 76.2 |
| 155 | $IVZ | Invesco Ltd. | $242,050 | 0.1% | +0% | — |
| 156 | — | AMPLIFY ETF TR | $235,032 | 0.1% | +0% | — |
| 157 |  $MO | ALTRIA GROUP, INC. | $230,570 | 0.1% | +0% | 72.1 |
| 158 |  $MDLZ | Mondelez International, Inc. | $230,560 | 0.1% | +0% | 53.9 |
| 159 |  $PML | PIMCO MUNICIPAL INCOME FUND II | $221,370 | 0.1% | +0% | — |
| 160 |  $GPC | GENUINE PARTS CO | $211,289 | 0.1% | NEW | 54.2 |
| 161 |  $LOW | LOWES COMPANIES INC | $192,569 | 0.1% | -11% | 63.5 |
| 162 | — | SELECT SECTOR SPDR TR | $184,046 | 0.1% | -6% | — |
| 163 |  $VKI | Invesco Advantage Municipal Income Trust II | $169,823 | 0.1% | +0% | — |
| 164 |  $IIM | Invesco Value Municipal Income Trust | $152,171 | 0.1% | +0% | — |
| 165 |  $IQI | Invesco Quality Municipal Income Trust | $146,369 | 0.1% | +0% | — |
| 166 |  $VPV | Invesco Pennsylvania Value Municipal Income Trust | $122,306 | 0.0% | +0% | — |
| 167 |  $AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | $119,536 | 0.0% | +0% | — |
| 168 |  $VMO | Invesco Municipal Opportunity Trust | $119,322 | 0.0% | +0% | — |
| 169 |  $VFL | abrdn National Municipal Income Fund | $117,977 | 0.0% | +0% | — |
| 170 |  $OIA | Invesco Municipal Income Opportunities Trust | $113,283 | 0.0% | +0% | — |
| 171 |  $NMCO | Nuveen Municipal Credit Opportunities Fund | $113,238 | 0.0% | +0% | — |
| 172 |  $ACHR | Archer Aviation Inc. | $103,400 | 0.0% | +0% | 25 |
New Positions (15)
$NFLX NETFLIX INC$1.5M$ZTS Zoetis Inc.$1.4M$VZ VERIZON COMMUNICATIONS INC$522,482$MQY BLACKROCK MUNIYIELD QUALITY FUND, INC.$488,490$OKE ONEOK INC /NEW/$480,243$CME CME GROUP INC.$439,777$OKTA Okta, Inc.$437,235$UNP UNION PACIFIC CORP$427,254$GD GENERAL DYNAMICS CORP$384,407$MRK Merck & Co., Inc.$351,608$HSY HERSHEY CO$338,861$BMY BRISTOL MYERS SQUIBB CO$299,915$KR KROGER CO$270,627$PAYX PAYCHEX INC$258,950$GPC GENUINE PARTS CO$211,289Exited Positions (10)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for River Street Advisors LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track River Street Advisors LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for River Street Advisors LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: River Street Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For River Street Advisors LLC (SEC CIK: 1964897), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in River Street Advisors LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.