South Street Advisors LLC Portfolio Holdings
South Street Advisors LLC
- $753 Million
- Q3 2025
South Street Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $753 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $69.8M, Microsoft Corp with a value of $41.9M, Amphenol Corp with a value of $36.9M, Apple Inc. with a value of $34.4M, and Alphabet Inc. with a value of $30.5M.
Examining the 13F form we can see an increase of $90.9M in the current position value, from $662M to 753M.
South Street Advisors LLC is based out at New York, NY
Below you can find more details about South Street Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$753 Million
Technology: $230 Million
Financial Services: $108 Million
Industrials: $87.3 Million
Consumer Cyclical: $85.7 Million
Healthcare: $66.2 Million
Communication Services: $52 Million
Consumer Defensive: $35.9 Million
Basic Materials: $29.7 Million
Other: $58.3 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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