6th Street Advisors, LLC

CIK

2102803

Location

DAPHNE, AL

Portfolio Value

Micro $980,280

Diversification

Diversified

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 SPY

Hypothetical 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, 2026

Top 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	Positions
Technology	18.7%	$3,741,261	8
Consumer Defensive	15.6%	$3,107,793	4
Energy	15.2%	$3,033,298	4
Industrials	13.0%	$2,602,179	5
Financial Services	12.8%	$2,547,218	6
Utilities	5.7%	$1,140,689	2
Basic Materials	4.9%	$980,280	1
Healthcare	3.7%	$745,648	2
Unclassified	3.6%	$725,880	3
Consumer Cyclical	3.5%	$703,744	1
Real Estate	1.8%	$368,803	1
Communication Services	1.3%	$258,030	1

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $980,280 total · Basic Materials only · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
VMC	Vulcan Materials CO Basic Materials	First	3,600	—	$980,280	—	100.00%