5th Street Advisors, LLC

CIK

1911026

Location

Southport, CT

Portfolio Value

Micro $25,180,083

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,556 / 8,603 ▲ 170 · as of Mar 2026

Top Industry

Consumer Electronics 34.9%

3Y Alpha vs SPY

+7.7%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+109.3%

SPY

+76.0%

Annualised alpha

+7.2%

Max drawdown

−12.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.8%

+4.9 pts

Top 5

75.6%

+0.6 pts

Top 10

87.6%

+1.1 pts

HHI

2,056

Moderately concentrated+252

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.9%	$12,559,206	4
Technology	22.1%	$5,563,021	4
Financial Services	13.1%	$3,298,263	4
Industrials	3.7%	$923,269	2
Communication Services	3.5%	$891,436	1
Healthcare	2.4%	$595,626	2
Consumer Defensive	2.3%	$574,096	2
Consumer Cyclical	2.2%	$563,489	2
Energy	0.8%	$200,318	1
Basic Materials	0.0%	$11,359	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+3,170	23,272	$10,013,708
IAU	Ishares Gold Trust	+1,747	17,786	$1,568,013
AAPL	Apple Inc.	+869	17,372	$4,408,839
SPY	Spdr S&P 500 ETF Trust	+817	1,172	$762,197
ASTS	AST SpaceMobile, Inc.	+250	3,060	$253,582
JNJ	Johnson & Johnson	+10	1,369	$334,638
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	−718	825	$306,693
KO	Coca Cola Co	−600	3,800	$288,990
MSFT	Microsoft Corp	−266	710	$262,820
NVDA	Nvidia Corp	−197	3,657	$637,780
AMZN	Amazon Com Inc	−106	1,233	$256,796
GOOGL	Alphabet Inc.	−100	3,100	$891,436
ETN	Eaton Corp plc	−100	1,100	$393,437
BNY	Bank of New York Mellon Corp	−94	2,000	$237,260
JPM	Jpmorgan Chase & Co	−39	7,362	$2,165,605
ABBV	AbbVie Inc.	−34	1,200	$260,988
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,436	$688,131
QQQ	Invesco Qqq Trust, Series 1	373	$215,288
ENB	Enbridge Inc	3,700	$200,318
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	350	$231,031
HOOD	Robinhood Markets, Inc.	2,000	$226,200
PG	PROCTER & GAMBLE Co	1,565	$224,280
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $25,180,083 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Added	23,272	+3,170	$10,013,708	+25.7%	39.77%
AAPL	Apple Inc. Technology	Added	17,372	+869	$4,408,839	−1.7%	17.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,362	-39	$2,165,605	−9.2%	8.60%
IAU	Ishares Gold Trust	Added	17,786	+1,747	$1,568,013	+20.4%	6.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,100	-100	$891,436	−11.0%	3.54%
SPY	Spdr S&P 500 ETF Trust	Added	1,172	+817	$762,197	+214.9%	3.03%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,436	NEW	$688,131	NEW	2.73%
NVDA	Nvidia Corp Technology	Reduced	3,657	-197	$637,780	−11.3%	2.53%
ESLT	Elbit Systems Ltd Industrials	Held	624	0	$529,832	+47.0%	2.10%
ETN	Eaton Corp plc Industrials	Reduced	1,100	-100	$393,437	+2.9%	1.56%
JNJ	Johnson & Johnson Healthcare	Added	1,369	+10	$334,638	+19.0%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	825	-718	$306,693	−55.8%	1.22%
KO	Coca Cola Co Consumer Defensive	Reduced	3,800	-600	$288,990	−6.1%	1.15%
SYY	Sysco Corp Consumer Defensive	Held	3,997	0	$285,106	−3.2%	1.13%
MSFT	Microsoft Corp Technology	Reduced	710	-266	$262,820	−44.3%	1.04%
ABBV	AbbVie Inc. Healthcare	Reduced	1,200	-34	$260,988	−7.4%	1.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,233	-106	$256,796	−16.9%	1.02%
ASTS	AST SpaceMobile, Inc. Technology	Added	3,060	+250	$253,582	+24.3%	1.01%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	2,000	-94	$237,260	−2.4%	0.94%
QQQ	Invesco Qqq Trust, Series 1	NEW	373	NEW	$215,288	NEW	0.85%
GS	Goldman Sachs Group Inc Financial Services	Held	245	0	$207,267	−3.8%	0.82%
ENB	Enbridge Inc Energy	NEW	3,700	NEW	$200,318	NEW	0.80%
OMEX	Odyssey Marine Exploration Inc Basic Materials	Held	13,621	0	$11,359	−57.5%	0.05%