6th Street Advisors, LLC

6th Street Advisors, LLC reported 61 holdings worth US$173M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 14, 2026

6th Street Advisors, LLC reported 61 holdings worth US$173M as of Sep 30, 2026. Largest: Microsoft Corp., Nvidia Corporation and Tyson Foods, Inc. Filed Oct 14, 2026 (Form 13F).

Holdings
61
Value as reported
US$173M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.2,293US$1.18M0.68%
Nvidia Corporation4,358US$996K0.58%
Tyson Foods, Inc.17,775US$898K0.52%
Procter & Gamble Company (the)6,182US$898K0.52%
Amazon.com, Inc.3,539US$882K0.51%
Occidental Petroleum Corporation15,187US$845K0.49%
Jp Morgan Chase & Co.2,391US$791K0.46%
Visa Inc.2,158US$775K0.45%
General Dynamics Corporation2,161US$717K0.41%
Broadcom Inc.2,000US$702K0.41%
Walmart Inc.6,197US$644K0.37%
Apple Inc1,878US$625K0.36%
Quanta Services, Inc.959US$616K0.36%
Amphenol Corporation6,380US$539K0.31%
Entergy Corporation5,217US$518K0.30%
Servicenow, Inc.3,821US$512K0.30%
Chemed Corp996US$503K0.29%
Ge Vernova Inc.519US$493K0.29%
Southern Company (the)5,848US$485K0.28%
Diamondback Energy, Inc.2,460US$452K0.26%
Ge Aerospace1,431US$447K0.26%
Progressive Corporation (the)2,059US$427K0.25%
Pfizer, Inc.13,990US$399K0.23%
American Tower Corporation (reit)2,374US$389K0.22%
Regions Financial Corporation13,627US$370K0.21%
Robinhood Markets, Inc.3,063US$345K0.20%
Copart, Inc.12,470US$340K0.20%
Palantir Technologies Inc.1,814US$339K0.20%
Chevron Corporation1,625US$332K0.19%
Meta Platforms, Inc.451US$327K0.19%
Alphabet Inc (google) Class C860US$293K0.17%
Micron Technology, Inc.250US$266K0.15%
Cloudflare, Inc.666US$231K0.13%
Stanley Black & Decker, Inc.2,550US$226K0.13%
Vulcan Materials Company (holding Company)0US$00.00%
Capital One Financial Corporation0US$00.00%
Edwards Lifesciences Corporation0US$00.00%
Exxon Mobil Corporation0US$00.00%

Source

View original at SEC

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