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Portfolio (Quarterly) Guide ↗

Cottage Street Advisors LLC

· CIK 0001665302
13F Portfolio $231M AUM 138 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 26 Added 50 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO S&P 500 EQUAL 2,000.0 $384K 0.17% NEW $191.92 +8.5%
2 ETN EATON CORP PLC F Industrials 596.0 $213K 0.09% NEW $357.67 +12.4%
3 TT TRANE TECHNOLOGIES PLC F Industrials 510.0 $213K 0.09% NEW $417.55 +8.6%
4 COWZ PACER US CASH COWS 100 3,268.0 $204K 0.09% NEW $62.57 +3.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 24.4%
Industrials 14.3%
Communication Services 11.4%
Consumer Cyclical 7.7%
Healthcare 6.2%
Energy 3.6%
Basic Materials 2.7%
Consumer Defensive 2.3%
Utilities 1.0%