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Portfolio (Quarterly) Guide ↗

5th Street Advisors, LLC

· CIK 0001911026
13F Portfolio $263M AUM 77 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 13 Reduced 2 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWJ ISHARES INC 49,847.0 $4.6M 1.77% +10K +26.7% $93.27 +5.4%
22 XLC SELECT SECTOR SPDR TR 43,267.0 $4.6M 1.76% +232.0 +0.5% $107.13 +4.6%
23 GLD CALL SPDR GOLD TR Financial Services 10,000.0 $3.7M 1.40% +6K +185.7% $368.38 +10.4%
24 XBI SPDR SERIES TRUST 18,911.0 $3.0M 1.14% +346.0 +1.9% $158.25 +3.5%
25 JPM JPMORGAN CHASE & CO Financial Services 7,362.0 $2.4M 0.92% $327.33 +9.6%
26 IAU ISHARES GOLD TR Financial Services 18,130.0 $1.4M 0.52% +344.0 +1.9% $75.51 +10.4%
27 GLD PUT SPDR GOLD TR Financial Services 2,800.0 $1.0M 0.39% NEW $368.38 +10.4%
28 GOOGL ALPHABET INC Communication Services 2,500.0 $893K 0.34% -600.0 -19.4% $357.37 -5.3%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,172.0 $875K 0.33% $746.77 +3.1%
30 NVDA NVIDIA CORPORATION Technology 3,957.0 $792K 0.30% +300.0 +8.2% $200.09 +15.1%
31 GOOG ALPHABET INC 2,160.0 $763K 0.29% -100.0 -4.4% $353.33
32 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.28% $748850.00
33 BERKSHIRE HATHAWAY INC DEL 1,436.0 $719K 0.27% $500.39
34 VEA VANGUARD TAX-MANAGED FDS 8,651.0 $616K 0.23% $71.25 +3.5%
35 XOM EXXON MOBIL CORP Energy 3,931.0 $537K 0.20% -486.0 -11.0% $136.72 +16.6%
36 ESLT ELBIT SYS LTD Industrials 624.0 $473K 0.18% $758.26 -7.3%
37 ETN EATON CORP PLC Industrials 1,100.0 $469K 0.18% $426.12 -3.6%
38 MSFT MICROSOFT CORP Technology 1,110.0 $414K 0.16% +400.0 +56.3% $373.02 +34.0%
39 AMZN AMAZON COM INC Consumer Cyclical 1,512.0 $360K 0.14% +279.0 +22.6% $238.34 +8.5%
40 SYY SYSCO CORP Consumer Defensive 4,197.0 $351K 0.13% +200.0 +5.0% $83.58 -4.2%
Page 2 of 3  ·  56 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
Financial Services 52.3%
Technology 27.8%
Industrials 3.9%
Consumer Cyclical 3.8%
Communication Services 3.7%
Energy 3.0%
Healthcare 2.7%
Consumer Defensive 2.7%