6th Street Advisors, LLC

6th Street Advisors, LLC reported 61 holdings worth US$174M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 23, 2026

6th Street Advisors, LLC reported 61 holdings worth US$174M as of Jun 30, 2026. Largest: Vulcan Materials Company (holding Company), Tyson Foods, Inc. and Procter & Gamble Company (the). Filed Jul 23, 2026 (Form 13F).

Holdings
61
Value as reported
US$174M

The filing in full

CompanySharesValue as reported% of portfolio
Vulcan Materials Company (holding Company)3,600US$1.06M0.61%
Tyson Foods, Inc.17,774US$1.02M0.58%
Procter & Gamble Company (the)6,182US$907K0.52%
Exxon Mobil Corporation6,417US$877K0.50%
Nvidia Corporation4,368US$874K0.50%
Microsoft Corp.2,293US$855K0.49%
Occidental Petroleum Corporation16,686US$815K0.47%
Amazon.com, Inc.3,404US$811K0.47%
Jp Morgan Chase & Co.2,390US$782K0.45%
General Dynamics Corporation2,161US$766K0.44%
Visa Inc.2,158US$740K0.43%
Broadcom Inc.1,954US$738K0.42%
Ge Vernova Inc.608US$715K0.41%
Walmart Inc.6,057US$686K0.39%
Quanta Services, Inc.950US$684K0.39%
Ge Aerospace1,604US$599K0.34%
Entergy Corporation5,217US$599K0.34%
Amphenol Corporation3,190US$563K0.32%
Apple Inc1,894US$548K0.31%
Southern Company (the)5,670US$543K0.31%
Alphabet Inc (google) Class C1,425US$509K0.29%
Chemed Corp1,002US$467K0.27%
Progressive Corporation (the)2,041US$446K0.26%
Diamondback Energy, Inc.2,478US$436K0.25%
Regions Financial Corporation13,627US$415K0.24%
American Tower Corporation (reit)2,337US$386K0.22%
Servicenow, Inc.3,821US$379K0.22%
Copart, Inc.12,292US$347K0.20%
Pfizer, Inc.13,990US$337K0.19%
Capital One Financial Corporation1,583US$318K0.18%
Robinhood Markets, Inc.3,111US$312K0.18%
Micron Technology, Inc.250US$289K0.17%
Chevron Corporation1,625US$269K0.15%
Meta Platforms, Inc.451US$254K0.15%
Stanley Black & Decker, Inc.2,550US$240K0.14%
Palantir Technologies Inc.2,035US$237K0.14%
Edwards Lifesciences Corporation2,400US$217K0.12%
Broadridge Financial Solutions, Inc.0US$00.00%
Conagra Brands, Inc.0US$00.00%

Source

View original at SEC

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