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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LQD ISHARES TR 3,443.0 $376K 0.14% -320.0 -8.5% $109.09 -3.3%
102 VWO VANGUARD INTL EQUITY INDEX F 6,157.0 $368K 0.14% $59.69 +2.9%
103 DDEC FIRST TR EXCHNG TRADED FD VI 7,725.0 $366K 0.14% -2K -20.3% $47.38 +2.4%
104 VLO VALERO ENERGY CORP Energy 1,350.0 $352K 0.14% $260.41 +42.4%
105 ABT ABBOTT LABORATORIES Healthcare 3,742.0 $340K 0.13% -109.0 -2.8% $90.73 +19.4%
106 JAAA JANUS DETROIT STR TR 6,693.0 $338K 0.13% -546.0 -7.5% $50.49 +0.2%
107 NOBL PROSHARES TR 5,877.0 $330K 0.13% +3K +94.3% $56.16 +2.7%
108 PULS PGIM ETF TR 6,539.0 $324K 0.12% NEW $49.55 +0.0%
109 VGT VANGUARD WORLD FD 2,672.0 $319K 0.12% +2K +700.0% $119.52 +1.5%
110 SPACE EXPLORATION TECHN CORP 1,865.0 $319K 0.12% NEW $170.86
111 IAU ISHARES GOLD TR Financial Services 4,189.0 $316K 0.12% +583.0 +16.2% $75.51 +10.4%
112 DUK DUKE ENERGY CORP NEW Utilities 2,452.0 $310K 0.12% +101.0 +4.3% $126.56 -5.0%
113 FEDEX FGHT HLDG CO INC 2,052.0 $310K 0.12% NEW $151.00
114 VIG VANGUARD SPECIALIZED FUNDS 1,291.0 $306K 0.12% -220.0 -14.6% $236.67 +2.3%
115 DON WISDOMTREE TR 5,326.0 $301K 0.12% $56.51 +2.2%
116 VTI VANGUARD INDEX FDS 787.0 $291K 0.11% +114.0 +16.9% $369.97 +2.6%
117 PANW PALO ALTO NETWORKS INC Technology 850.0 $290K 0.11% NEW $341.02 -2.3%
118 SCHA SCHWAB STRATEGIC TR 7,983.0 $288K 0.11% NEW $36.13 -4.4%
119 HONEYWELL INTL INC 1,253.0 $281K 0.11% NEW $223.90
120 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,200.0 $280K 0.11% NEW $233.13 -2.4%
Page 6 of 8  ·  149 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%