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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 Chg Shares Chg % Period Price ① Since Period ①
1 ETF SER SOLUTIONS 30,166.0 $832K 0.48% NEW $27.58
2 MU MICRON TECHNOLOGY INC Technology 250.0 $289K 0.17% NEW $1154.29 -19.2%
3 SWK STANLEY BLACK & DECKER INC Industrials 2,550.0 $240K 0.14% NEW $94.12 +3.9%
4 NEBIUS GROUP N.V. 846.0 $234K 0.13% NEW $276.17
5 EW EDWARDS LIFESCIENCES CORP Healthcare 2,400.0 $217K 0.12% NEW $90.46 -0.3%
6 GOOGL ALPHABET INC Communication Services 575.0 $206K 0.12% NEW $357.47 -3.0%

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 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%