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Portfolio (Quarterly) Guide ↗

Cottage Street Advisors LLC

· CIK 0001665302
13F Portfolio $259M AUM 149 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 36 Added 62 Reduced 9 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 774.0 $227K 0.09% -81.0 -9.5% $293.08 +2.8%
62 APOS APOLLO GLOBAL MGMT INC 1,889.0 $224K 0.09% -751.0 -28.4% $118.33
Page 4 of 4  ·  62 positions

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 30.9%
Financial Services 23.5%
Industrials 17.0%
Consumer Cyclical 8.0%
Healthcare 7.2%
Communication Services 5.3%
Energy 2.7%
Basic Materials 2.5%
Consumer Defensive 1.9%
Utilities 1.0%