6th Street Advisors, LLC

CIK 2102803 · View on SEC EDGAR ↗

Portfolio value
$174.0M
#6,926 of 9,443 by 13F value · top 73.3%
Positions
61
As of
June 30, 2026

Portfolio value QoQ: +9.5% 13F does not disclose cash

Top 10 holdings weight
78.86%
Top 25 holdings weight
91.28%
Positions above 1%
13
Effective number of positions
12.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.22% Est. buys $3,996,794 · sells $2,026,160

New positions
6
Increased
26
Decreased
13
Closed
4
On this page

Sector breakdown

Industrials
2.9%
Technology
2.4%
Energy
1.4%
Retail
0.9%
Financials
0.9%
Financial Services
0.8%
Utilities
0.7%
Consumer Staples
0.6%
Health Care
0.6%
Consumer products
0.5%
Communication Services
0.4%
Real Estate
0.2%
Other/Unmapped
87.8%

Full portfolio 61 positions

Type Streak 8Q trend
ACIO $29,745,702 17.09% 644,684 $2,545,651 Down ×1
DRSK $21,769,927 12.51% 757,215 $1,108,560 Up ×1
IDUB $15,595,353 8.96% 567,413 $1,623,037 Up ×1
DUBS $12,955,022 7.44% 311,082 $1,576,896 Down ×1
ADME $11,945,177 6.86% 214,664 $1,318,266 Down ×1
VEA $10,790,204 6.20% 151,441 $1,012,032 Down ×1
SPYM $10,191,670 5.86% 115,973 $1,240,356 Down ×1
OSCV $9,940,648 5.71% 235,616 $678,537 Up ×1
DEFR $8,427,142 4.84% 315,084 $-9,593 Down ×1
JUCY $5,887,340 3.38% 267,850 $-11,519 Up ×1
UPSD $5,348,946 3.07% 189,679 $762,951 Up ×1
VWO $4,181,792 2.40% 70,059 $390,308 Down ×1
QQQM Invesco NASDAQ 100 ETF $1,742,683 1.00% 5,752 $435,535 Up ×1
VMC Vulcan Materials Company (Holding Company) Common Stock $1,062,036 0.61% 3,600 $81,756
TSN Tyson Foods, Inc. Common Stock $1,017,547 0.58% 17,774 $-121,119 Up ×1
PG Procter & Gamble Company (The) Common Stock $906,528 0.52% 6,182 $13,600
XOM Exxon Mobil Corporation Common Stock $877,396 0.50% 6,417 $-252,368 Down ×1
NVDA NVIDIA Corporation - Common Stock $874,084 0.50% 4,368 $103,304 Down ×1
MSFT Microsoft Corporation - Common Stock $855,175 0.49% 2,293 $35,102 Up ×1
JULB $831,978 0.48% 30,166 Up ×1
OXY Occidental Petroleum Corporation Common Stock $814,797 0.47% 16,686 $-274,041 Up ×1
AMZN Amazon.com, Inc. - Common Stock $811,309 0.47% 3,404 $107,565 Up ×1
JPM JP Morgan Chase & Co. Common Stock $782,250 0.45% 2,390 $95,287 Up ×1
GD General Dynamics Corporation Common Stock $765,513 0.44% 2,161 $23,815
V Visa Inc. $740,275 0.43% 2,158 $106,909 Up ×1
AVGO Broadcom Inc. - Common Stock $737,968 0.42% 1,954 $444,930 Up ×1
RSP $724,338 0.42% 3,404 $-80,015 Down ×1
GEV GE Vernova Inc. Common Stock $714,619 0.41% 608 $181,277 Down ×1
WMT Walmart Inc. - Common Stock $686,031 0.39% 6,057 $-42,126 Up ×1
PWR Quanta Services, Inc. Common Stock $684,038 0.39% 950 $164,116 Up ×1
GE GE Aerospace Common Stock $599,463 0.34% 1,604 $143,542
ETR Entergy Corporation Common Stock $599,225 0.34% 5,217 $13,043
APH Amphenol Corporation Common Stock $563,258 0.32% 3,190 $200,216 Up ×1
AAPL Apple Inc. - Common Stock $548,070 0.31% 1,894 $20,929 Down ×1
SO Southern Company (The) Common Stock $542,719 0.31% 5,670 $-11,832 Down ×1
IVW $479,705 0.28% 3,488 $85,177
CHE Chemed Corp $466,724 0.27% 1,002 $113,878 Up ×1
VUG $454,819 0.26% 5,280 $70,444 Up ×1
VO $446,358 0.26% 5,540 $48,614 Up ×1
PGR Progressive Corporation (The) Common Stock $445,877 0.26% 2,041 $79,315 Up ×1
FANG Diamondback Energy, Inc. - Common Stock $435,661 0.25% 2,478 $-47,325 Up ×1
RF Regions Financial Corporation Common Stock $415,147 0.24% 13,627 $55,599
AMT American Tower Corporation (REIT) Common Stock $386,396 0.22% 2,337 $17,671 Up ×1
NOW ServiceNow, Inc. Common Stock $379,349 0.22% 3,821 $53,258 Up ×1
VTV $367,648 0.21% 1,687 $49,804 Up ×1
CPRT Copart, Inc. - Common Stock $346,511 0.20% 12,292 $-5,542 Up ×1
PFE Pfizer, Inc. Common Stock $336,879 0.19% 13,990 $-55,960
FNDF $334,287 0.19% 6,336 $24,267
COF Capital One Financial Corporation Common Stock $317,581 0.18% 1,583 $28,794
HOOD Robinhood Markets, Inc. - Class A Common Stock $311,971 0.18% 3,111 $96,379
SPY SPY $306,956 0.18% 410 $39,580
GOOG Alphabet Inc. - Class C Capital Stock $303,912 0.17% 860 $57,174
SPTM $291,164 0.17% 3,207 $37,619
MU Micron Technology, Inc. - Common Stock $288,573 0.17% 250 Up ×1
CVX Chevron Corporation Common Stock $269,428 0.15% 1,625 $-66,508 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $254,044 0.15% 451 $-3,987
SWK Stanley Black & Decker, Inc. Common Stock $240,006 0.14% 2,550 Up ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $237,423 0.14% 2,035 $-60,257
NBIS Nebius Group N.V. - Class A Ordinary Shares $233,640 0.13% 846 Up ×1
EW Edwards Lifesciences Corporation Common Stock $217,104 0.12% 2,400 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $205,544 0.12% 575 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
JULB $831,978 30,166 0.48%
MU $288,573 250 0.17%
SWK $240,006 2,550 0.14%
NBIS $233,640 846 0.13%
EW $217,104 2,400 0.12%
GOOGL $205,544 575 0.12%

Top movers (QoQ)

Security Action Shares Δ Value Δ
ACIO Trimmed -4K +$2.5M
IDUB Bought more +1K +$1.6M
DUBS Trimmed -4K +$1.6M
ADME Trimmed -325 +$1.3M
SPYM Trimmed -976 +$1.2M
DRSK Bought more +1K +$1.1M
VEA Trimmed -1K +$1.0M
UPSD Bought more +10K +$763K
OSCV Bought more +775 +$679K
AVGO Bought more +1K +$445K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CAG June 30, 2026 22,228 $349,424 19.4%
BR June 30, 2026 2,119 $346,262 30.8%
IBIT June 30, 2026 5,978 $229,675
FBTC June 30, 2026 3,889 $229,568 No longer tracked