Arkolith/Funds/South Street Advisors LLC

South Street Advisors LLC

CIK 1399706
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

South Street Advisors LLC holds a diversified book of 84 stocks worth $768.7M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what South Street Advisors LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1399706/holdings"
Ask your agent
Use Arkolith to show South Street Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
22
existing
Trimmed
25
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.7%
+16.0%/yr · since Nov '24
Their reported book
+25.2%
held from quarter-end
S&P 500
+32.8%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Aug '26
South Street Advisors LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.5 points over this window.

Growth of $10,000 cloning South Street Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
50%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
38%
Industrials
13%
Health Care
11%
Consumer Discretionary
10%
Utilities
8%
Financials
7%
Materials
7%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as South Street Advisors LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.4T
MORGAN STANLEY80 / 80$551.3B
JPMORGAN CHASE & CO80 / 80$549.3B
BANK OF AMERICA CORP /DE/80 / 80$346.3B
GOLDMAN SACHS GROUP INC80 / 80$246.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$230.2B
ROYAL BANK OF CANADA80 / 80$165.7B
UBS Group AG80 / 80$150.1B

Ranked by how many of South Street Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

84 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$66.8M333.8K
8.7%
−1.2%
Reduced · −4K sh
2Amphenol Corp
CL A
$46.3M262.8K
6.0%
−1.7%
Reduced · −5K sh
3Alphabet Inc
CAP STK CL A
$40.1M112.2K
5.2%
−1.9%
Reduced · −2K sh
4Quanta Svcs Inc
COM
$37.4M51.9K
4.9%
−12%
Reduced · −7K sh
5Apple Inc
COM
$34.6M119.5K
4.5%
−4.0%
Reduced · −5K sh
6Onto Innovation Inc
COM
$33.7M88.9K
4.4%
−2.6%
Reduced · −2K sh
7Eli Lilly & Co
COM
$32.6M27.2K
4.2%
−2.8%
Reduced · −773 sh
8Micron Technology Inc
COM
$32.4M28.1K
4.2%
New
New position
9Howmet Aerospace Inc
COM
$29.9M111.2K
3.9%
−6.2%
Reduced · −7K sh
10US Foods Hldg Corp
COM
$27.3M267.1K
3.6%
−0.9%
Reduced · −2K sh
11TJX Cos Inc New
COM
$25.3M166.9K
3.3%
+1.6%
Added · +3K sh
12Hilton Worldwide Hldgs Inc
COM
$24.3M73.6K
3.2%
+1.0%
Added · +732 sh
13Exelixis Inc
COM
$22.3M409.4K
2.9%
+1.4%
Added · +5K sh
14Rocket Cos Inc
COM CL A
$21.8M1.38M
2.8%
+0.9%
Added · +12K sh
15Gold Fields Ltd
SPONSORED ADR
$20.2M601.4K
2.6%
−4.3%
Reduced · −27K sh
16Wec Energy Group Inc
COM
$19.8M169.8K
2.6%
+1.0%
Added · +2K sh
17Visa Inc
COM CL A
$19.7M57.5K
2.6%
+1.1%
Added · +631 sh
18SK Telecom Co Ltd
SPONSORED ADR
$19.2M597.2K
2.5%
New
New position
19Spire Inc
COM
$19.0M243.8K
2.5%
+28%
Added · +54K sh
20Halozyme Therapeutics Inc
COM
$18.7M238.7K
2.4%
+2.5%
Added · +6K sh
21Oreilly Automotive Inc
COM
$16.6M180.6K
2.2%
+1.6%
Added · +3K sh
22Microsoft Corp
COM
$15.2M40.8K
2.0%
−44%
Reduced · −31K sh
23Archrock Inc
COM
$14.4M354.3K
1.9%
−5.2%
Reduced · −20K sh
24RTX Corporation
COM
$14.3M75.3K
1.9%
−0.6%
Reduced · −430 sh
25Meta Platforms Inc
CL A
$11.8M20.9K
1.5%
−15%
Reduced · −4K sh
26Permian Resources Corp
CLASS A COM
$11.6M632.6K
1.5%
−0.4%
Reduced · −2K sh
27Core & Main Inc
CL A
$10.8M223.1K
1.4%
+1.1%
Added · +2K sh
28Mastercard Incorporated
CL A
$7.0M13.7K
0.9%
−1.6%
Reduced · −216 sh
29Smith & Nephew PLC
SPDN ADR NEW
$6.6M230.1K
0.9%
+6.8%
Added · +15K sh
30Primo Brands Corporation
CLASS A COM SHS
$5.6M229.6K
0.7%
−20%
Reduced · −57K sh
31Stride Inc
COM
$5.1M59.6K
0.7%
+4.2%
Added · +2K sh
32Eaton Corp PLC
SHS
$4.8M11.3K
0.6%
−12%
Reduced · −2K sh
33Amazon Com Inc
COM
$4.2M17.6K
0.5%
+0.4%
Added · +65 sh
34Oneok Inc New
COM
$3.9M44.9K
0.5%
−22%
Reduced · −12K sh
35Alphabet Inc
CAP STK CL C
$3.9M11.0K
0.5%
+52%
Added · +4K sh
36Broadcom Inc
COM
$3.8M10.0K
0.5%
+3.1%
Added · +301 sh
37Abbvie Inc
COM
$3.6M14.4K
0.5%
−0.1%
Reduced · −8 sh
38JPMorgan Chase & Co
COM
$3.1M9.5K
0.4%
Held
39Johnson & Johnson
COM
$2.6M10.2K
0.3%
Held
40Qualcomm Inc
COM
$2.2M12.1K
0.3%
−4.4%
Reduced · −550 sh
41California Res Corp
COM STOCK
$2.0M37.1K
0.3%
Held
42Taiwan Semiconductor Manufac
SPONSORED ADS
$1.7M3.5K
0.2%
+24%
Added · +690 sh
43Exxon Mobil Corp
COM
$1.6M11.8K
0.2%
Held
44Berkshire Hathaway Inc Del
CL B NEW
$1.5M3.0K
0.2%
Held
45Home Depot Inc
COM
$1.4M4.1K
0.2%
Held
46Enterprise Prods Partners L
COM
$1.3M35.7K
0.2%
+26%
Added · +7K sh
47Caterpillar Inc
COM
$1.0M940
0.1%
Held
48McDonalds Corp
COM
$994K3.7K
0.1%
Held
49Phillips 66
COM
$964K5.7K
0.1%
−8.1%
Reduced · −500 sh
50Linde PLC
SHS
$942K1.8K
0.1%
Held
Showing 50 of 84 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202684$768.7M13F-HR
Q1 2026Mar 31, 2026May 13, 202683$690.3M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202673$712.2M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202582$763.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202564$674.3M13F-HR
Q1 2025Mar 31, 2025May 15, 202565$611.7M13F-HR
Q4 2024Dec 31, 2024Feb 10, 202569$652.5M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202473$658.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.