Fund HoldingsCottage Street Advisors LLC

Total Portfolio Value
$165.66M
Total Bought
$13.57M
Total Sold
$9.09M
Net Transaction
+$4.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)6,5276,419-1083,1515,8003.50%+2,649
MICROSOFT CORP(MSFT)21,34921,616+2677,9569,0945.49%+1,139
JPMORGAN CHASE & CO(JPM)35,11134,901-2105,9646,9914.22%+1,027
INVESCO QQQ TR6,1217,838+1,7172,4763,4802.10%+1,004
AMAZON COM INC(AMZN)16,02917,898+1,8692,4193,2281.95%+810
ALPHABET INC(GOOG)36,28238,425+2,1435,0715,8513.53%+779
ALPHABET INC(GOOG)15,35918,839+3,4802,1332,8431.72%+710
APPLIED MATLS INC8,79410,046+1,2521,3842,0721.25%+687
STRYKER CORPORATION(SYK)11,15511,15503,3283,9922.41%+664
ISHARES TR21,388106,606+85,2185,9166,4753.91%+559
HOME DEPOT INC(HD)13,44013,481+414,6455,1713.12%+526
CADENCE DESIGN SYSTEM INC(CDNS)01,556+1,55604840.29%+484
ONEOK INC NEW(OKE)54,34953,746-6033,8494,3092.60%+460
OSHKOSH CORP(OSK)6,9409,603+2,6637521,1980.72%+446
SPDR S&P 500 ETF TR(SPY)4,5824,976+3942,1632,6031.57%+440
VISA INC(V)19,71119,823+1125,1085,5323.34%+424
CATERPILLAR INC(CAT)5,7175,756+391,6892,1091.27%+420
VERIZON COMMUNICATIONS INC(VZ)63,12867,068+3,9402,4012,8141.70%+414
EXXON MOBIL CORP02,875+2,87503340.20%+334
ISHARES TR51,76051,676-846,4506,7564.08%+305
MARRIOTT INTL INC NEW(MAR)10,30010,30002,3232,5991.57%+276
CSX CORP(CSX)115,652115,654+24,0184,2872.59%+270
VALERO ENERGY CORP(VLO)01,522+1,52202600.16%+260
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
04,695+4,69502590.16%+259
TEXTRON INC(TXT)13,96914,369+4001,1261,3780.83%+252
FEDEX CORP(FDX)6,8136,776-371,7181,9631.19%+245
SALESFORCE INC(CRM)1,1271,776+6492905350.32%+245
BERKSHIRE HATHAWAY INC DEL0540+54002270.14%+227
ISHARES TR02,239+2,23902190.13%+219
NETFLIX INC(NFLX)0349+34902120.13%+212
SPDR DOW JONES INDL AVERAGE(DIA)0528+52802100.13%+210
TRANE TECHNOLOGIES PLC(TT)0691+69102070.13%+207
ARES CAPITAL CORP(ARCC)181,118183,820+2,7023,6223,8272.31%+205
VANGUARD INDEX FDS01,307+1,30702040.12%+204
SPDR SER TR
ST STR BLO 1 ETF
02,185+2,18502010.12%+201
PATHWARD FINANCIAL INC(CASH)2,1141,914-2007369290.56%+193
BROADCOM INC(AVGO)504556+525527370.45%+185
CHEVRON CORP NEW(CVX)22,82222,845+233,4203,6042.18%+184
PEPSICO INC(PEP)19,63220,119+4873,3393,5212.13%+182
APPLE INC(AAPL)46,14351,824+5,6818,7108,8875.36%+177
MOLINA HEALTHCARE INC(MOH)2,5502,55009291,0480.63%+119
ABBVIE INC(ABBV)4,7374,710-277408580.52%+117
SCHWAB STRATEGIC TR10,28910,979+6907838850.53%+102
MERCK & CO INC(MRK)4,6704,67005146160.37%+102
BANK AMERICA CORP21,50221,507+57208160.49%+96
ELI LILLY & CO(LLY)487486-12833780.23%+95
ROCKWELL AUTOMATION INC(ROK)1,0381,413+3753194120.25%+93
TEXAS INSTRS INC(TXN)16,04116,025-162,7012,7921.69%+91
AUTONATION INC(AN)5,8005,80008789600.58%+82
BLACKSTONE INC(BX)67,58667,230-3568,7538,8325.33%+79
PROCTER AND GAMBLE CO(PG)5,4965,468-288118870.54%+76
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,0793,084+55826420.39%+61
ADVANCED MICRO DEVICES INC(AMD)2,4252,225-2003464020.24%+56
VANGUARD WHITEHALL FDS3,2163,894+6782122680.16%+56
TARGET CORP(TGT)6,2675,370-8978969520.57%+55
ITT INC(ITT)3,0003,00003564080.25%+52
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
5,7376,670+9332573020.18%+45
VANGUARD INDEX FDS981978-34264700.28%+45
VANGUARD INDEX FDS911995+842152590.16%+44
JOHNSON CTLS INTL PLC
SHS
4,1894,357+1682412850.17%+43
SNAP ON INC(SNA)6,0766,052-241,7511,7931.08%+41
ABBOTT LABS3,2233,490+2673563970.24%+41
KIMBERLY-CLARK CORP(KMB)3,5413,54104304580.28%+28
BLACKROCK INC(BLK)1,8641,829-351,4991,5250.92%+26
COCA COLA CO(KO)3,7854,060+2752232480.15%+25
AFLAC INC(AFL)8,0058,00506636870.41%+25
ADOBE INC(ADBE)1,0021,220+2185946160.37%+22
DANAHER CORPORATION(DHR)1,1441,145+12652860.17%+21
HONEYWELL INTL INC(HON)3,2913,461+1706907100.43%+20
WISDOMTREE TR(WT)6,3256,32502893080.19%+20
CF INDS HLDGS INC(CF)18,30217,852-4501,4661,4850.90%+20
BRISTOL-MYERS SQUIBB CO(BMY)8,7598,666-934544700.28%+15
UNION PAC CORP(UNP)10,74310,74302,6322,6421.59%+10
VANGUARD SPECIALIZED FUNDS1,2591,214-452142220.13%+8
BECTON DICKINSON & CO(BDX)1,0001,00002432470.15%+5
HP INC(HPQ)9,3619,362+12782830.17%+5
SPDR SER TR
ST SHOR CORP ETF
13,78813,806+184104110.25%+1
ISHARES TR6,6706,67003423420.21%0
AMGEN INC(AMGN)2,4462,482+367127060.43%-7
CISCO SYS INC(CSCO)5,3915,295-962722640.16%-7
JOHNSON & JOHNSON(JNJ)6,0535,987-669559470.57%-8
AIR PRODS & CHEMS INC1,2391,334+953393230.20%-15
INVESCO ACTIVELY MANAGED ETF
VAR RATE INVT
36,43535,442-9939118890.54%-21
ISHARES TR10,3619,964-3971,0651,0240.62%-41
AMERICAN TOWER CORP NEW(AMT)1,4141,244-1703052460.15%-59
BOEING CO(BA)1,3321,142-1903432200.13%-123
STARBUCKS CORP(SBUX)23,59522,618-9772,2522,0671.25%-185
SONY GROUP CORP(SONY)2,3340-2,3342190-219
UNITEDHEALTH GROUP INC(UNH)5,1795,062-1172,7422,5041.51%-238
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,8350-6,8352560-256
PIMCO ETF TR
ENHAN SHRT MA AC
38,05234,656-3,3963,7983,4842.10%-314
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
13,5860-13,5864450-445
TESLA INC(TSLA)8,8758,434-4412,1881,4830.89%-705
CVS HEALTH CORP(CVS)17,0326,294-10,7381,3625020.30%-860
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