6th Street Advisors, LLC
Filing Date
Global Rank
#7,749
/ 8,517
▼ 648
Top Industry
Semiconductors
9.1%
3Y Alpha vs SPY
-3.4%
Period ended 46 days ago
Filed Jul 23, 2026 · 23d
2 quarters · since Mar 2026
Clone Performance
May 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+4.2%
SPY
+5.0%
Annualised alpha
-3.7%
Max drawdown
−3.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.0%
−42.9 pts
Top 5
22.3%
−48.7 pts
Top 10
41.2%
−37.2 pts
HHI
310
Diversified−2,319
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 21.1% | $4,483,300 |
| Industrials | 15.8% | $3,349,843 |
| Financial Services | 14.2% | $3,009,649 |
| Consumer Defensive | 12.3% | $2,610,104 |
| Energy | 11.3% | $2,392,713 |
| Utilities | 5.4% | $1,141,899 |
| Basic Materials | 5.0% | $1,062,036 |
| Healthcare | 4.8% | $1,020,654 |
| Consumer Cyclical | 3.8% | $811,309 |
| Communication Services | 3.3% | $693,169 |
| Real Estate | 1.8% | $382,263 |
| Unclassified | 1.4% | $306,175 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | +1,688 | 12,292 | $346,511 | |
| AVGO | Broadcom Inc. | +1,007 | 1,954 | $738,123 | |
| NOW | ServiceNow, Inc. | +702 | 3,821 | $379,348 | |
| APH | Amphenol Corp /De/ | +322 | 3,190 | $562,460 | |
| WMT | Walmart Inc. | +209 | 6,057 | $686,015 | |
| AMT | American Tower Corp /Ma/ | +200 | 2,337 | $382,263 | |
| PGR | Progressive Corp/Oh/ | +192 | 2,041 | $445,856 | |
| MSFT | Microsoft Corp | +78 | 2,293 | $855,334 | |
| CHE | Chemed Corp | +68 | 1,002 | $466,671 | |
| V | Visa Inc. | +62 | 2,158 | $740,388 | |
| JPM | Jpmorgan Chase & Co | +55 | 2,390 | $782,318 | |
| FANG | Diamondback Energy, Inc. | +36 | 2,478 | $435,582 | |
| AMZN | Amazon Com Inc | +25 | 3,404 | $811,309 | |
| PWR | Quanta Services, Inc. | +3 | 950 | $684,038 | |
| TSN | Tyson Foods, Inc. | +2 | 17,774 | $1,017,561 | |
| CVX | Chevron Corp | +1 | 1,625 | $269,360 | |
| OXY | Occidental Petroleum Corp /De/ | +1 | 16,686 | $810,439 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −285 | 575 | $205,487 | |
| XOM | ExxonMobil Holdings Corp | −242 | 6,417 | $877,332 | |
| AAPL | Apple Inc. | −183 | 1,894 | $548,047 | |
| SO | Southern Co | −75 | 5,670 | $542,675 | |
| NVDA | Nvidia Corp | −51 | 4,368 | $873,993 | |
| GEV | GE Vernova Inc. | −3 | 608 | $714,314 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACIO | Aptus Collared Investment Opportunity ETF | 648,238 | $27,200,066 | |
| VEA | Vanguard FTSE Developed Markets ETF | 152,593 | $9,778,159 | |
| CAG | Conagra Brands Inc. | 22,228 | $349,424 | |
| BR | Broadridge Financial Solutions, Inc. | 2,119 | $344,295 | |
| IBIT | iShares Bitcoin Trust ETF | 5,978 | $229,674 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 3,889 | $229,567 | |
| No positions match the current search. | ||||
39 tracked positions ·
$21,263,114 total
· as of Jun 30, 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 |
|---|---|---|---|---|---|---|
| VMC |
Vulcan Materials CO
Basic Materials
|
Held | 3,600 | $1,062,036 | 4.99% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Added | 17,774 | $1,017,561 | 4.79% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 6,182 | $906,528 | 4.26% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 6,417 | $877,332 | 4.13% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,368 | $873,993 | 4.11% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,293 | $855,334 | 4.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,404 | $811,309 | 3.82% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Added | 16,686 | $810,439 | 3.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,390 | $782,318 | 3.68% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 2,161 | $765,512 | 3.60% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,158 | $740,388 | 3.48% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,954 | $738,123 | 3.47% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 608 | $714,314 | 3.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,057 | $686,015 | 3.23% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 950 | $684,038 | 3.22% | |
| GE |
General Electric Co
Industrials
|
Held | 1,604 | $599,462 | 2.82% | |
| ETR |
Entergy Corp /De/
Utilities
|
Held | 5,217 | $599,224 | 2.82% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 3,190 | $562,460 | 2.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,894 | $548,047 | 2.58% | |
| SO |
Southern Co
Utilities
|
Reduced | 5,670 | $542,675 | 2.55% | |
| CHE |
Chemed Corp
Healthcare
|
Added | 1,002 | $466,671 | 2.19% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 2,041 | $445,856 | 2.10% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Added | 2,478 | $435,582 | 2.05% | |
| RF |
Regions Financial Corp
Financial Services
|
Held | 13,627 | $411,535 | 1.94% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 2,337 | $382,263 | 1.80% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 3,821 | $379,348 | 1.78% | |
| CPRT |
Copart Inc
Industrials
|
Added | 12,292 | $346,511 | 1.63% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 13,990 | $336,879 | 1.58% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 1,583 | $317,581 | 1.49% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Held | 3,111 | $311,971 | 1.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 410 | $306,175 | 1.44% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 250 | $288,572 | 1.36% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,625 | $269,360 | 1.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 451 | $254,043 | 1.19% | |
| SWK |
Stanley Black & Decker, Inc.
Industrials
|
NEW | 2,550 | $240,006 | 1.13% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,035 | $237,423 | 1.12% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
NEW | 846 | $233,639 | 1.10% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
NEW | 2,400 | $217,104 | 1.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 575 | $205,487 | 0.97% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.