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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 1,369.0 $348K 0.13% $253.97 +8.4%
42 TSLA TESLA INC Consumer Cyclical 825.0 $347K 0.13% $420.60 -15.8%
43 KO COCA COLA CO Consumer Defensive 3,800.0 $309K 0.12% $81.27 +8.4%
44 ABBV ABBVIE INC Healthcare 1,200.0 $302K 0.12% $251.64 +1.9%
45 ASTS AST SPACEMOBILE INC Technology 3,280.0 $291K 0.11% +220.0 +7.2% $88.86 -29.9%
46 BK BANK OF NY MELLON CORP Financial Services 2,000.0 $289K 0.11% $144.61 -1.9%
47 IXN ISHARES TR 1,974.0 $285K 0.11% NEW $144.48 -1.1%
48 VGT VANGUARD WORLD FD 2,308.0 $276K 0.10% +2K +666.8% $119.52 +1.5%
49 QQQ INVESCO QQQ TR Financial Services 371.0 $273K 0.10% -2.0 -0.5% $736.49 -2.4%
50 GS GOLDMAN SACHS GROUP INC Financial Services 245.0 $248K 0.09% $1011.37 +2.7%
51 GPC GENUINE PARTS CO Consumer Cyclical 1,900.0 $224K 0.09% NEW $117.98 +17.0%
52 INTC INTEL CORP Technology 1,591.0 $222K 0.08% NEW $139.63 -31.4%
53 FNDF SCHWAB STRATEGIC TR 3,960.0 $209K 0.08% NEW $52.76 +6.7%
54 ENB ENBRIDGE INC Energy 3,700.0 $201K 0.08% $54.21 -7.6%
55 HOOD ROBINHOOD MKTS INC Financial Services 2,000.0 $201K 0.08% NEW $100.28 +21.8%
56 OMEX ODYSSEY MARINE EXPL INC Industrials 13,621.0 $12K 0.00% $0.85 -4.1%
Page 3 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%