Fund HoldingsSouth Street Advisors LLC

Total Portfolio Value
$768.69M
Total Bought
$77.46M
Total Sold
$127.11M
Net Transaction
-$49.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)028,078+28,078032,4104.22%+32,410
SK TELECOM CO LTD(SKM)0597,210+597,210019,2062.50%+19,206
ONTO INNOVATION INC(ONTO)91,33988,920-2,41918,73133,6524.38%+14,921
AMPHENOL CORP267,313262,797-4,51633,77546,3366.03%+12,561
NVIDIA CORPORATION(NVDA)337,834333,770-4,06458,91866,7848.69%+7,866
ALPHABET INC(GOOG)114,395112,233-2,16232,89540,1095.22%+7,213
ELI LILLY & CO(LLY)27,93427,161-77325,69332,5784.24%+6,885
EXELIXIS INC(EXEL)403,938409,392+5,45417,32522,2752.90%+4,950
QUANTA SVCS INC59,31551,907-7,40832,56537,3754.86%+4,810
HALOZYME THERAPEUTICS INC(HALO)232,940238,689+5,74915,05518,6822.43%+3,627
APPLE INC(AAPL)124,509119,506-5,00331,59934,5804.50%+2,981
HOWMET AEROSPACE INC(HWM)118,507111,166-7,34127,31129,8883.89%+2,577
VISA INC(V)56,90357,534+63117,19819,7392.57%+2,541
US FOODS HLDG CORP(USFD)269,490267,135-2,35524,85027,3153.55%+2,465
ROCKET COS INC(RKT)1,371,9771,384,101+12,12419,55121,8002.84%+2,249
HILTON WORLDWIDE HLDGS INC(HLT)72,89973,631+73222,16724,3323.17%+2,165
SPIRE INC(SR)190,109243,793+53,68417,21219,0382.48%+1,825
ALPHABET INC(GOOG)7,21510,965+3,7502,0703,8740.50%+1,805
ARCHROCK INC(AROC)373,825354,283-19,54213,00914,4231.88%+1,414
BROADCOM INC(AVGO)9,71010,011+3013,0053,7820.49%+776
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,8413,531+6909601,6860.22%+726
QUALCOMM INC(QCOM)12,60612,056-5501,6232,2280.29%+604
AMAZON COM INC(AMZN)17,57317,638+653,6604,2040.55%+544
ABBVIE INC(ABBV)14,39114,383-83,1303,6190.47%+489
WEC ENERGY GROUP INC(WEC)168,111169,809+1,69819,46219,8292.58%+366
CATERPILLAR INC(CAT)94094006661,0010.13%+335
JPMORGAN CHASE & CO(JPM)9,5189,51802,8003,1160.41%+316
PALO ALTO NETWORKS INC(PANW)0912+91203110.04%+311
CISCO SYS INC(CSCO)02,295+2,29502700.04%+270
ANTERO MIDSTREAM CORP(AM)011,500+11,50002620.03%+262
HESS MIDSTREAM LP(HESM)10,89018,030+7,1404236780.09%+255
ASML HLDG NV
N Y REGISTRY SHS
0126+12602510.03%+251
ENTERPRISE PRODS PARTNERS L(EPD)28,39035,720+7,3301,0741,3130.17%+239
PULTE GROUP INC(PHM)01,700+1,70002330.03%+233
CLOUDFLARE INC(NET)0918+91802250.03%+225
PRIMO BRANDS CORPORATION(PRMB)286,160229,576-56,5845,3885,6110.73%+222
OREILLY AUTOMOTIVE INC(ORLY)177,762180,591+2,82916,40916,6312.16%+221
EATON CORP PLC(ETN)12,85511,305-1,5504,5984,8170.63%+219
KLA CORP(KLAC)0680+68002050.03%+205
FORTINET INC(FTNT)2,5002,50002043840.05%+180
WESTERN MIDSTREAM PARTNERS L(WES)8,64011,660+3,0203565100.07%+155
MASCO CORP(MAS)6,5006,50003925290.07%+137
GOLDMAN SACHS GROUP INC(GS)60560505126120.08%+100
HOME DEPOT INC(HD)4,1004,10001,3481,4460.19%+98
JOHNSON & JOHNSON(JNJ)10,19110,19102,4912,5880.34%+97
STRIDE INC(LRN)57,22959,613+2,3845,0465,1410.67%+95
MASTERCARD INCORPORATED(MA)13,90113,685-2166,9467,0290.91%+83
ROCKWELL AUTOMATION INC(ROK)60060002152970.04%+82
BERKSHIRE HATHAWAY INC DEL2,9712,97101,4241,4870.19%+63
CITIGROUP INC(C)2,1502,180+302443050.04%+61
UNION PAC CORP(UNP)2,0002,00004855440.07%+59
AGNICO EAGLE MINES LTD(AEM)1,2201,920+7002482980.04%+50
LINDE PLC(LIN)1,8161,81609009420.12%+42
CANADIAN PACIFIC KANSAS CITY(CP)4,7504,75003744120.05%+38
NORFOLK SOUTHN CORP(NSC)1,3501,35003874250.06%+37
TRANE TECHNOLOGIES PLC(TT)49549502062430.03%+37
EMERSON ELEC CO(EMR)3,0003,00003934290.06%+36
AMERICAN EXPRESS CO(AXP)93893802843170.04%+34
MERCK & CO INC(MRK)3,3933,39304084360.06%+28
NOVARTIS AG(NVS)1,9341,93402953030.04%+8
DANAHER CORP DEL(DHR)2,0902,09003963980.05%+2
DISNEY WALT CO(DIS)2,3852,38502302300.03%-0
PROCTER & GAMBLE CO(PG)1,7371,696-412512490.03%-2
CAMECO CORP(CCJ)2,1022,10202282140.03%-14
NEXTERA ENERGY INC(NEE)3,0633,06302842690.03%-16
COSTCO WHOLESALE CORPORATION(COST)61161106095720.07%-37
GLOBAL PARTNERS LP(GLP)8,2506,400-1,8503472980.04%-49
MURPHY OIL CORP(MUR)8,6008,60003552800.04%-75
ASTRAZENECA PLC(AZN)2,0621,700-3624073220.04%-84
PALANTIR TECHNOLOGIES INC(PLTR)4,6004,60006735370.07%-136
CORE & MAIN INC(CNM)220,730223,094+2,36410,90410,7641.40%-140
CHEVRON CORPORATION(CVX)4,1864,376+1908667250.09%-141
MCDONALDS CORP(MCD)3,6793,67901,1439940.13%-149
PHILLIPS 66(PSX)6,2005,700-5001,1309640.13%-166
EXTREME NETWORKS INC(EXTR)12,4700-12,4701880-188
ZOETIS INC(ZTS)1,7430-1,7432060-206
SMITH & NEPHEW PLC(SNN)215,320230,079+14,7596,8436,6290.86%-214
NETFLIX INC.(NFLX)2,5000-2,5002400-240
BLACKSTONE INC(BX)2,1350-2,1352460-246
RTX CORPORATION(RTX)75,71975,289-43014,60614,2851.86%-322
EXXON MOBIL CORP11,85011,85002,0101,6200.21%-390
CALIFORNIA RES CORP(CRC)37,13037,13002,5701,9630.26%-607
ALIBABA GROUP HLDG LTD(BABA)5,6340-5,6347070-707
TJX COS INC NEW(TJX)164,246166,913+2,66726,23025,2873.29%-943
ONEOK INC NEW(OKE)57,33244,915-12,4175,1823,9050.51%-1,277
PERMIAN RESOURCES CORP(PR)634,921632,561-2,36013,53711,6451.51%-1,891
META PLATFORMS INC(META)24,66820,921-3,74714,11311,7851.53%-2,329
GOLD FIELDS LTD(GFI)628,718601,390-27,32828,54420,2012.63%-8,343
LOWES COS INC(LOW)41,4730-41,4739,7990-9,799
SERVICENOW INC(NOW)109,5100-109,51011,4490-11,449
MICROSOFT CORP(MSFT)72,22740,785-31,44226,73615,2141.98%-11,523
TPG INC(TPG)320,3760-320,37612,9780-12,978
Page 1 of 1