South Street Advisors LLC
Top Portfolio Positions
82 positions ·
$688,222,824 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
337,834 | $58,918,249 | 8.56% | |
| APH |
Amphenol Corp /De/
Technology
|
267,313 | $33,774,997 | 4.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
114,395 | $32,895,426 | 4.78% | |
| PWR |
Quanta Services, Inc.
Industrials
|
59,315 | $32,565,121 | 4.73% | |
| AAPL |
Apple Inc.
Technology
|
124,509 | $31,599,139 | 4.59% | |
| GFI |
Gold Fields Ltd
Basic Materials
|
628,718 | $28,543,797 | 4.15% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
118,507 | $27,311,123 | 3.97% | |
| MSFT |
Microsoft Corp
Technology
|
72,227 | $26,736,268 | 3.88% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
164,246 | $26,230,086 | 3.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,934 | $25,692,855 | 3.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ONTO
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,730,888 | 91,339 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,475,718 | 85,365 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,767,419 | 91,065 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,728,527 | 86,481 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,883,955 | 89,698 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,882,297 | 89,292 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,379,438 | 88,550 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $19,928,363 | 90,765 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,743,924 | 92,467 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,565,135 | 88,719 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,259,888 | 88,299 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,241,672 | 87,934 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,302,436 | 117,233 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,919,820 | 116,314 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,086,363 | 110,638 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,787,238 | 111,661 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,826,042 | 113,086 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,394,550 | 112,561 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,576,255 | 77,180 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||