6th Street Advisors, LLC

CIK

2102803

Location

DAPHNE, AL

Portfolio Value

Micro $49,429,251

Diversification

Diversified

Filing Date

Global Rank

#6,799 / 8,811 ▼ 459 · as of Jun 2026

Top Industry

Semiconductors 9.9%

Period ended 21 days ago

Filed Oct 14, 2026 · 7d

3 quarters · since Mar 2026

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.3% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 89.3%; sector active share 77.1% against the combined 13F book's sector weights.

Over time 2 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

61 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.7%

−48.0 pts

Top 5

57.8%

−27.4 pts

Top 10

67.9%

−20.5 pts

HHI

1,083

Diversified−3,856

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.0%	$29,654,204	25
Technology	10.9%	$5,385,909	9
Industrials	5.7%	$2,839,526	6
Financial Services	5.5%	$2,704,179	6
Energy	5.3%	$2,610,096	4
Consumer Defensive	4.9%	$2,440,282	3
Utilities	2.0%	$1,002,579	2
Healthcare	1.8%	$902,043	2
Consumer Cyclical	1.8%	$881,741	1
Communication Services	1.3%	$620,092	2
Real Estate	0.8%	$388,600	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
—		+5,581	273,431	$0
—		+3,272	760,487	$0
APH	Amphenol Corp /De/	+3,190	6,380	$537,834
—		+1,419	316,503	$0
—		+240	214,904	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+180	70,239	$4,165,875
CPRT	Copart Inc	+178	12,470	$340,181
SO	Southern Co	+178	5,848	$484,740
WMT	Walmart Inc.	+140	6,197	$643,992
AMZN	Amazon Com Inc	+135	3,539	$881,741
—		+118	567,531	$0
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+73	116,046	$10,416,288
AVGO	Broadcom Inc.	+46	2,000	$702,380
AMT	American Tower Corp /Ma/	+37	2,374	$388,600
VEA	Vanguard FTSE Developed Markets ETF	+29	151,470	$10,695,296
PGR	Progressive Corp/Oh/	+18	2,059	$426,851
RSP	Victory Portfolios II	+14	3,418	$0
PWR	Quanta Services, Inc.	+9	959	$616,167
JPM	Jpmorgan Chase & Co	+1	2,391	$791,014
TSN	Tyson Foods, Inc.	+1	17,775	$898,170
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
—		−3,161	641,523	$0
OXY	Occidental Petroleum Corp /De/	−1,499	15,187	$840,144
—		−1,257	309,825	$0
—		−948	188,731	$0
XOM	ExxonMobil Holdings Corp	−359	6,058	$985,939
PLTR	Palantir Technologies Inc.	−221	1,814	$339,308
GE	General Electric Co	−173	1,431	$446,886
—		−139	235,477	$0
GEV	GE Vernova Inc.	−89	519	$493,304
HOOD	Robinhood Markets, Inc.	−48	3,063	$344,587
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−27	3,180	$292,719
FANG	Diamondback Energy, Inc.	−18	2,460	$452,172
AAPL	Apple Inc.	−16	1,878	$625,411
NVDA	Nvidia Corp	−10	4,358	$995,280
CHE	Chemed Corp	−6	996	$503,049
QQQM	Invesco Ltd.	−3	5,749	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
OCTB	Aptus October Buffer ETF	21,236	$598,855
ABUF	ETF Series Solutions	10,718	$298,281
NET	Cloudflare, Inc.	666	$231,288
IBIT	iShares Bitcoin Trust ETF	4,331	$205,029
FBTC	Fidelity Wise Origin Bitcoin Fund	2,818	$204,699
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VMC	Vulcan Materials CO	3,600	$1,062,036
COF	Capital One Financial Corp	1,583	$317,581
NBIS	Nebius Group N.V.	846	$233,639
EW	Edwards Lifesciences Corp	2,400	$217,104
GOOGL	Alphabet Inc.	575	$205,487
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 tracked positions · $49,429,251 total · filing declares 61 positions · $173,027,247 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	151,470	+29	$10,695,296	−0.9%	21.64%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	116,046	+73	$10,416,288	+2.2%	21.07%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	70,239	+180	$4,165,875	−0.4%	8.43%
MSFT	Microsoft Corp Technology	Held	2,293	0	$1,176,079	+37.5%	2.38%
NVDA	Nvidia Corp Technology	Reduced	4,358	-10	$995,280	+13.9%	2.01%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,058	-359	$985,939	+12.4%	1.99%
TSN	Tyson Foods, Inc. Consumer Defensive	Added	17,775	+1	$898,170	−11.7%	1.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,182	0	$898,120	−0.9%	1.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,539	+135	$881,741	+8.7%	1.78%
JULB	Aptus July Buffer ETF	Held	30,166	0	$849,172	+2.1%	1.72%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	15,187	-1,499	$840,144	+3.7%	1.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,391	+1	$791,014	+1.1%	1.60%
V	Visa Inc. Financial Services	Held	2,158	0	$775,434	+4.7%	1.57%
GD	General Dynamics Corp Industrials	Held	2,161	0	$717,084	−6.3%	1.45%
AVGO	Broadcom Inc. Technology	Added	2,000	+46	$702,380	−4.8%	1.42%
WMT	Walmart Inc. Consumer Defensive	Added	6,197	+140	$643,992	−6.1%	1.30%
AAPL	Apple Inc. Technology	Reduced	1,878	-16	$625,411	+14.1%	1.27%
PWR	Quanta Services, Inc. Industrials	Added	959	+9	$616,167	−9.9%	1.25%
OCTB	Aptus October Buffer ETF	NEW	21,236	NEW	$598,855	NEW	1.21%
APH	Amphenol Corp /De/ Technology	Added	6,380	+3,190	$537,834	−52.2%	1.09%
ETR	Entergy Corp /De/ Utilities	Held	5,217	0	$517,839	−13.6%	1.05%
NOW	ServiceNow, Inc. Technology	Held	3,821	0	$512,052	+35.0%	1.04%
CHE	Chemed Corp Healthcare	Reduced	996	-6	$503,049	+7.8%	1.02%
GEV	GE Vernova Inc. Industrials	Reduced	519	-89	$493,304	−30.9%	1.00%
SO	Southern Co Utilities	Added	5,848	+178	$484,740	−10.7%	0.98%
VUG	VANGUARD GROWTH INDEX FUND	Held	5,280	0	$475,780	+4.6%	0.96%
FANG	Diamondback Energy, Inc. Energy	Reduced	2,460	-18	$452,172	+3.8%	0.91%
GE	General Electric Co Industrials	Reduced	1,431	-173	$446,886	−25.5%	0.90%
VO	VANGUARD MID-CAP INDEX FUND	Held	5,540	0	$434,446	−2.7%	0.88%
PGR	Progressive Corp/Oh/ Financial Services	Added	2,059	+18	$426,851	−4.3%	0.86%
PFE	Pfizer Inc Healthcare	Held	13,990	0	$398,994	+18.4%	0.81%
AMT	American Tower Corp /Ma/ Real Estate	Added	2,374	+37	$388,600	+1.7%	0.79%
RF	Regions Financial Corp Financial Services	Held	13,627	0	$366,293	−11.0%	0.74%
VTV	VANGUARD VALUE INDEX FUND	Held	1,687	0	$364,526	−0.8%	0.74%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	3,063	-48	$344,587	+10.5%	0.70%
FNDF	Schwab Fundamental International Equity ETF	Held	6,336	0	$340,560	+1.9%	0.69%
CPRT	Copart Inc Industrials	Added	12,470	+178	$340,181	−1.8%	0.69%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,814	-221	$339,308	+42.9%	0.69%
CVX	Chevron Corp Energy	Held	1,625	0	$331,841	+23.2%	0.67%
META	Meta Platforms, Inc. Communication Services	Held	451	0	$327,056	+28.7%	0.66%
SPY	Spdr S&P 500 ETF Trust	Held	410	0	$312,678	+2.1%	0.63%
ABUF	ETF Series Solutions	NEW	10,718	NEW	$298,281	NEW	0.60%
GOOG	Alphabet Inc. Communication Services	Held	860	0	$293,036	−3.6%	0.59%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	3,180	-27	$292,719	+0.5%	0.59%
MU	Micron Technology Inc Technology	Held	250	0	$266,277	−7.7%	0.54%
NET	Cloudflare, Inc. Technology	NEW	666	NEW	$231,288	NEW	0.47%
SWK	Stanley Black & Decker, Inc. Industrials	Held	2,550	0	$225,904	−5.9%	0.46%
IBIT	iShares Bitcoin Trust ETF	NEW	4,331	NEW	$205,029	NEW	0.41%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	2,818	NEW	$204,699	NEW	0.41%
RSP	Victory Portfolios II	Added	3,418	+14	$0	−100.0%	0.00%

Showing the top 50 of 61 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.