6th Street Advisors, LLC

CIK 2102803 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$174.0M
#6.927 dari 9.443 berdasarkan nilai 13F · top 73.4%
Posisi
61
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +9.5% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
78,86%
Bobot 25 kepemilikan teratas
91,28%
Posisi di atas 1%
13
Jumlah posisi efektif
12,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 1,22% Perkiraan pembelian $3.996.794 · penjualan $2.026.160

Posisi baru
6
Meningkat
26
Menurun
13
Tertutup
4
Di halaman ini

Rincian sektor

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%
Lainnya/Tidak terpetakan
87,8%

Portofolio lengkap 61 posisi

Tipe Rentetan Tren 8 kuartal
ACIO $29.745.702 17,09% 644.684 $2.545.651 Turun ×1
DRSK $21.769.927 12,51% 757.215 $1.108.560 Naik ×1
IDUB $15.595.353 8,96% 567.413 $1.623.037 Naik ×1
DUBS $12.955.022 7,44% 311.082 $1.576.896 Turun ×1
ADME $11.945.177 6,86% 214.664 $1.318.266 Turun ×1
VEA $10.790.204 6,20% 151.441 $1.012.032 Turun ×1
SPYM $10.191.670 5,86% 115.973 $1.240.356 Turun ×1
OSCV $9.940.648 5,71% 235.616 $678.537 Naik ×1
DEFR $8.427.142 4,84% 315.084 $-9.593 Turun ×1
JUCY $5.887.340 3,38% 267.850 $-11.519 Naik ×1
UPSD $5.348.946 3,07% 189.679 $762.951 Naik ×1
VWO $4.181.792 2,40% 70.059 $390.308 Turun ×1
QQQM Invesco NASDAQ 100 ETF $1.742.683 1,00% 5.752 $435.535 Naik ×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 Naik ×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 Turun ×1
NVDA NVIDIA Corporation - Common Stock $874.084 0,50% 4.368 $103.304 Turun ×1
MSFT Microsoft Corporation - Common Stock $855.175 0,49% 2.293 $35.102 Naik ×1
JULB $831.978 0,48% 30.166 Naik ×1
OXY Occidental Petroleum Corporation Common Stock $814.797 0,47% 16.686 $-274.041 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $811.309 0,47% 3.404 $107.565 Naik ×1
JPM JP Morgan Chase & Co. Common Stock $782.250 0,45% 2.390 $95.287 Naik ×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 Naik ×1
AVGO Broadcom Inc. - Common Stock $737.968 0,42% 1.954 $444.930 Naik ×1
RSP $724.338 0,42% 3.404 $-80.015 Turun ×1
GEV GE Vernova Inc. Common Stock $714.619 0,41% 608 $181.277 Turun ×1
WMT Walmart Inc. - Common Stock $686.031 0,39% 6.057 $-42.126 Naik ×1
PWR Quanta Services, Inc. Common Stock $684.038 0,39% 950 $164.116 Naik ×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 Naik ×1
AAPL Apple Inc. - Common Stock $548.070 0,31% 1.894 $20.929 Turun ×1
SO Southern Company (The) Common Stock $542.719 0,31% 5.670 $-11.832 Turun ×1
IVW $479.705 0,28% 3.488 $85.177
CHE Chemed Corp $466.724 0,27% 1.002 $113.878 Naik ×1
VUG $454.819 0,26% 5.280 $70.444 Naik ×1
VO $446.358 0,26% 5.540 $48.614 Naik ×1
PGR Progressive Corporation (The) Common Stock $445.877 0,26% 2.041 $79.315 Naik ×1
FANG Diamondback Energy, Inc. - Common Stock $435.661 0,25% 2.478 $-47.325 Naik ×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 Naik ×1
NOW ServiceNow, Inc. Common Stock $379.349 0,22% 3.821 $53.258 Naik ×1
VTV $367.648 0,21% 1.687 $49.804 Naik ×1
CPRT Copart, Inc. - Common Stock $346.511 0,20% 12.292 $-5.542 Naik ×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 Naik ×1
CVX Chevron Corporation Common Stock $269.428 0,15% 1.625 $-66.508 Naik ×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 Naik ×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 Naik ×1
EW Edwards Lifesciences Corporation Common Stock $217.104 0,12% 2.400 Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock $205.544 0,12% 575 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
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%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
ACIO Dipangkas -4K +$2.5M
IDUB Beli lebih banyak +1K +$1.6M
DUBS Dipangkas -4K +$1.6M
ADME Dipangkas -325 +$1.3M
SPYM Dipangkas -976 +$1.2M
DRSK Beli lebih banyak +1K +$1.1M
VEA Dipangkas -1K +$1.0M
UPSD Beli lebih banyak +10K +$763K
OSCV Beli lebih banyak +775 +$679K
AVGO Beli lebih banyak +1K +$445K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
CAG 30 Juni 2026 22.228 $349.424 20,5%
BR 30 Juni 2026 2.119 $346.262 29,0%
IBIT 30 Juni 2026 5.978 $229.675
FBTC 30 Juni 2026 3.889 $229.568 Tidak lagi dilacak