Portfolio (Quarterly) Guide ↗

6th Street Advisors, LLC

· CIK 0002102803

13F Portfolio $174M AUM 61 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 19 Added 10 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CAG	CONAGRA BRANDS INC	Consumer Defensive	22,228	$349K	0.22%	SOLD
2	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	2,119	$346K	0.22%	SOLD
3	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	5,978	$230K	0.14%	SOLD
4	FBTC	FIDELITY WISE ORIGIN BITCOIN	Financial Services	3,889	$230K	0.14%	SOLD

Sector Allocation

Technology 21.9%

Financial Services 16.2%

Industrials 12.9%

Consumer Defensive 12.8%

Energy 11.7%

Utilities 6.2%

Basic Materials 5.2%

Healthcare 5.0%

Consumer Cyclical 4.0%

Communication Services 2.2%