South Street Advisors LLC Incresed Positions in Q3 2025

South Street Advisors LLC

  • $753 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.86K
+ 1.04%
$153.3 - $186.58 $592K - $721K
374K $69.8M
EXEL
Exelixis, Inc.

Healthcare
239K
+ 127.89%
$36.22 - $46.25 $8.66M - $11.1M
426K $17.6M
GOOGL
Alphabet Inc.

Communication Services
2.94K
+ 2.4%
$174.36 - $254.72 $512K - $748K
125K $30.5M
AAPL
Apple Inc.

Technology
3.49K
+ 2.65%
$202.38 - $256.87 $707K - $897K
135K $34.4M
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.58K
+ 2.73%
$52.92 - $78.28 $348K - $515K
248K $18.2M
TJX
Tjx Companies Inc

Consumer Cyclical
292
+ 0.16%
$121.35 - $144.54 $35.4K - $42.2K
183K $26.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.41K
+ 2.89%
$89.32 - $107.82 $483K - $583K
192K $20.7M
MSFT
Microsoft Corp

Technology
3.2K
+ 4.12%
$491.09 - $535.64 $1.57M - $1.71M
80.9K $41.9M
ONTO
Onto Innovation Inc.

Technology
4.58K
+ 5.3%
$90.0 - $136.73 $413K - $627K
91.1K $11.8M
WEC
Wec Energy Group, Inc.

Utilities
6.04K
+ 3.49%
$103.66 - $114.59 $626K - $692K
179K $20.5M
RTX
Raytheon Technologies Corp

Industrials
2.47K
+ 3.14%
$144.19 - $167.33 $357K - $414K
81.3K $13.6M
BX
Blackstone Inc.

Financial Services
2.76K
+ 5.12%
$152.77 - $188.68 $421K - $520K
56.6K $9.68M
LOW
Lowes Companies Inc

Consumer Cyclical
1.06K
+ 2.44%
$215.01 - $273.02 $228K - $290K
44.5K $11.2M
LLY
Eli Lilly & CO

Healthcare
2.1K
+ 7.63%
$625.65 - $812.69 $1.32M - $1.71M
29.7K $22.7M
EXTR
Extreme Networks Inc

Technology
12.2K
+ 4.27%
$16.78 - $22.85 $204K - $278K
296K $6.12M
JNJ
Johnson & Johnson

Healthcare
4.45K
+ 79.16%
$155.17 - $185.42 $691K - $825K
10.1K $1.87M
GOOG
Alphabet Inc.

Communication Services
2.2K
+ 43.87%
$175.16 - $255.24 $385K - $562K
7.22K $1.76M
ABBV
Abb Vie Inc.

Healthcare
1.15K
+ 10.05%
$184.85 - $231.54 $213K - $267K
12.6K $2.92M
VICI
Vici Properties Inc.

Real Estate
22.8K
+ 5.49%
$31.43 - $33.93 $715K - $772K
438K $14.3M
META
Meta Platforms, Inc.

Communication Services
930
+ 3.72%
$695.21 - $791.73 $647K - $736K
25.9K $19M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.5K
+ 122.95%
$224.68 - $282.71 $337K - $424K
2.72K $759K
LRN
Stride, Inc.

Consumer Defensive
897
+ 1.09%
$128.23 - $169.81 $115K - $152K
83.3K $12.4M
MA
Mastercard Inc

Financial Services
567
+ 4.4%
$550.18 - $598.96 $312K - $340K
13.5K $7.65M
JPM
Jpmorgan Chase & CO

Financial Services
580
+ 6.59%
$282.78 - $316.06 $164K - $183K
9.39K $2.96M
ETN
Eaton Corp PLC

Industrials
340
+ 2.79%
$342.99 - $392.76 $117K - $134K
12.5K $4.69M
CRC
California Resources Corp

Energy
900
+ 2.78%
$46.11 - $57.82 $41.5K - $52K
33.2K $1.77M
CVX
Chevron Corp

Energy
1.58K
+ 60.63%
$145.57 - $161.83 $230K - $256K
4.19K $650K
PSX
Phillips 66

Energy
200
+ 3.33%
$118.37 - $139.46 $23.7K - $27.9K
6.2K $843K
AMZN
Amazon Com Inc

Consumer Cyclical
295
+ 1.75%
$211.65 - $238.24 $62.4K - $70.3K
17.1K $3.76M
EPD
Enterprise Products Partners L.P.

Energy
1.4K
+ 6.22%
$30.74 - $32.14 $43K - $45K
23.9K $747K
ZTS
Zoetis Inc.

Healthcare
300
+ 20.79%
$141.13 - $159.19 $42.3K - $47.8K
1.74K $255K
PG
Procter & Gamble CO

Consumer Defensive
201
+ 12.35%
$150.47 - $161.22 $30.2K - $32.4K
1.83K $280K
Primo Brands Corporation
17.4K
+ 4.57%
N/A
398K $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
866
+ 1.11%
$259.44 - $278.65 $225K - $241K
79.2K $20.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
176
+ 0.36%
$284.17 - $319.49 $50K - $56.2K
48.6K $15.1M
PR
Permian Resources Corporation

Energy
6.49K
+ 0.75%
$12.8 - $14.51 $83.1K - $94.2K
874K $11.2M
V
Visa Inc.

Financial Services
187
+ 0.31%
$332.09 - $358.86 $62.1K - $67.1K
61.3K $20.9M
CNM
Core & Main, Inc.

Industrials
5.03K
+ 2.16%
$48.56 - $66.98 $244K - $337K
237K $12.8M
NOW
Service Now, Inc.

Technology
626
+ 2.66%
$850.86 - $1044.69 $533K - $654K
24.2K $22.3M
Activity Summary
Buys All Purchases 61 New Holdings 21 Increased Positions 40 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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