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Portfolio (Quarterly) Guide ↗

Cottage Street Advisors LLC

· CIK 0001665302
13F Portfolio $236M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 143 New
Page 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DJUL FIRST TR EXCHNG TRADED FD VI 6,592.0 $314K 0.13% NEW $47.57 +5.8%
102 BERKSHIRE HATHAWAY INC DEL 597.0 $300K 0.13% NEW $502.65
103 DJAN FIRST TR EXCHNG TRADED FD VI 6,772.0 $294K 0.12% NEW $43.41 +5.0%
104 EPD ENTERPRISE PRODS PARTNERS L Energy 9,000.0 $289K 0.12% NEW $32.06 +19.2%
105 AMD ADVANCED MICRO DEVICES INC Technology 1,339.0 $287K 0.12% NEW $214.16 +131.5%
106 CRM SALESFORCE INC Technology 1,068.0 $283K 0.12% NEW $265.01 -35.6%
107 DON WISDOMTREE TR 5,326.0 $275K 0.12% NEW $51.60 +11.1%
108 DUK DUKE ENERGY CORP NEW Utilities 2,344.0 $275K 0.12% NEW $117.19 +6.7%
109 EEM ISHARES TR 5,000.0 $274K 0.12% NEW $54.71 +15.7%
110 TFLR T ROWE PRICE ETF INC 5,075.0 $261K 0.11% NEW $51.40 -1.4%
111 GLW CORNING INC Technology 2,977.0 $261K 0.11% NEW $87.55 +76.6%
112 TMUS T-MOBILE US INC Communication Services 1,258.0 $255K 0.11% NEW $203.06 -5.2%
113 VGT VANGUARD WORLD FD 334.0 $252K 0.11% NEW $753.78 -85.0%
114 AFL AFLAC INC Financial Services 2,275.0 $251K 0.11% NEW $110.27 +13.1%
115 SCHX SCHWAB STRATEGIC TR 9,261.0 $249K 0.10% NEW $26.91 +8.9%
116 IAU ISHARES GOLD TR Financial Services 3,031.0 $246K 0.10% NEW $81.17 -7.0%
117 PLTR PALANTIR TECHNOLOGIES INC Technology 1,340.0 $238K 0.10% NEW $177.75 -25.5%
118 VOE VANGUARD INDEX FDS 1,340.0 $238K 0.10% NEW $177.41 +14.3%
119 XLF SELECT SECTOR SPDR TR 4,305.0 $236K 0.10% NEW $54.77 +2.7%
120 ROBT FIRST TR EXCHANGE TRADED FD 4,514.0 $234K 0.10% NEW $51.87 +3.8%
Page 6 of 8  ·  143 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 27.5%
Financial Services 26.9%
Communication Services 12.3%
Industrials 12.0%
Consumer Cyclical 7.9%
Healthcare 6.1%
Energy 2.6%
Consumer Defensive 2.1%
Basic Materials 1.8%
Utilities 0.9%