6th Street Advisors, LLC
Filing Date
Mar 31, 2026
Global Rank
#7,368
/ 8,232
Top Industry
Oil & Gas E&P
8.2%
Period ended 2 months ago
Filed May 4, 2026 · 41d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.5%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−3.3%
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
38 positions · as of Mar 31, 2026Top Position
5.7%
of portfolio value
Top 5
26.2%
of portfolio value
Top 10
45.0%
of portfolio value
HHI
329
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.7% | $3,741,261 |
| Consumer Defensive | 15.6% | $3,107,793 |
| Energy | 15.2% | $3,033,298 |
| Industrials | 13.0% | $2,602,179 |
| Financial Services | 12.8% | $2,547,218 |
| Utilities | 5.7% | $1,140,689 |
| Basic Materials | 4.9% | $980,280 |
| Healthcare | 3.7% | $745,648 |
| Unclassified | 3.6% | $725,880 |
| Consumer Cyclical | 3.5% | $703,744 |
| Real Estate | 1.8% | $368,803 |
| Communication Services | 1.3% | $258,030 |
38 positions ·
$19,954,823 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
First | 17,772 | $1,138,652 | 5.71% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 6,659 | $1,129,765 | 5.66% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
First | 16,685 | $1,084,525 | 5.43% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
First | 3,600 | $980,280 | 4.91% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 6,182 | $892,928 | 4.47% | |
| MSFT |
Microsoft Corp
Technology
|
First | 2,215 | $819,926 | 4.11% | |
| NVDA |
Nvidia Corp
Technology
|
First | 4,419 | $770,673 | 3.86% | |
| GD |
General Dynamics Corp
Industrials
|
First | 2,161 | $741,698 | 3.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 5,848 | $726,789 | 3.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 3,379 | $703,744 | 3.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,335 | $686,863 | 3.44% | |
| V |
Visa Inc.
Financial Services
|
First | 2,096 | $633,495 | 3.17% | |
| ETR |
Entergy Corp /De/
Utilities
|
First | 5,217 | $586,182 | 2.94% | |
| SO |
Southern Co
Utilities
|
First | 5,745 | $554,507 | 2.78% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 611 | $533,341 | 2.67% | |
| AAPL |
Apple Inc.
Technology
|
First | 2,077 | $527,121 | 2.64% | |
| PWR |
Quanta Services, Inc.
Industrials
|
First | 947 | $519,921 | 2.61% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
First | 2,442 | $483,003 | 2.42% | |
| GE |
General Electric Co
Industrials
|
First | 1,604 | $455,167 | 2.28% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 13,990 | $392,839 | 1.97% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
First | 2,137 | $368,803 | 1.85% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
First | 1,849 | $366,545 | 1.84% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 2,868 | $362,371 | 1.82% | |
| RF |
Regions Financial Corp
Financial Services
|
First | 13,627 | $355,937 | 1.78% | |
| CHE |
Chemed Corp
Healthcare
|
First | 934 | $352,809 | 1.77% | |
| CPRT |
Copart Inc
Industrials
|
First | 10,604 | $352,052 | 1.76% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
First | 22,228 | $349,424 | 1.75% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
First | 2,119 | $344,295 | 1.73% | |
| CVX |
Chevron Corp
Energy
|
First | 1,624 | $336,005 | 1.68% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 3,119 | $326,091 | 1.63% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 2,035 | $297,679 | 1.49% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 947 | $293,105 | 1.47% | |
| COF |
Capital One Financial Corp
Financial Services
|
First | 1,583 | $288,786 | 1.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 410 | $266,639 | 1.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 451 | $258,030 | 1.29% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 5,978 | $229,674 | 1.15% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
First | 3,889 | $229,567 | 1.15% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
First | 3,111 | $215,592 | 1.08% |