6th Street Advisors, LLC
Long book
$158.9M
Q1 2026
Positions
59
Top-10 weight
79%
concentration
Last quarter
+9.2%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filings6th Street Advisors, LLC is a wealth-management firm allocating client money, running a $158.9M US long book across 59 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: APTUS COLLARED INVEST OPP, APTUS DEFINED RISK ETF, APTUS INTL ENHAN YLD ETF, APTUS LRG CAP ENH YLD ETF, APTUS DRWDWN MGD EQTY ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 20%
Energy 16%
Industrials 12%
Financials 10%
Consumer discretionary 9%
Consumer staples 8%
Utilities 6%
Materials 5%
Long book by quarter
What does 6th Street own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| TSN TYSON FOODS INC-CL A | Consumer staples | 17.8K | $1.1M | 0.7% | Held |
| XOM EXXON MOBIL CORP | Energy | 6.7K | $1.1M | 0.7% | Held |
| OXY OCCIDENTAL PETROLEUM CORP | Energy | 16.7K | $1.1M | 0.7% | Held |
| VMC VULCAN MATERIALS CO | Materials | 3.6K | $980K | 0.6% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 6.2K | $893K | 0.6% | Held |
| MSFT MICROSOFT CORP | Technology | 2.2K | $820K | 0.5% | Held |
| NVDA NVIDIA CORP | Technology | 4.4K | $771K | 0.5% | Held |
| GD GENERAL DYNAMICS CORP | Industrials | 2.2K | $742K | 0.5% | Held |
| WMT WALMART INC | Consumer discretionary | 5.8K | $728K | 0.5% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.4K | $704K | 0.4% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 2.3K | $687K | 0.4% | Held |
| V VISA INC-CLASS A SHARES | Services media | 2.1K | $633K | 0.4% | Held |
| ETR ENTERGY CORP | Utilities | 5.2K | $586K | 0.4% | Held |
| SO SOUTHERN CO/THE | Utilities | 5.7K | $555K | 0.3% | Held |
| GEV GE VERNOVA INC | Industrials | 611 | $533K | 0.3% | Held |
| AAPL APPLE INC | Technology | 2.1K | $527K | 0.3% | Held |
| PWR QUANTA SERVICES INC | Industrials | 947 | $520K | 0.3% | Held |
| FANG DIAMONDBACK ENERGY INC | Energy | 2.4K | $483K | 0.3% | Held |
| GE GENERAL ELECTRIC | Industrials | 1.6K | $456K | 0.3% | Held |
| PFE PFIZER INC | Healthcare | 14.0K | $393K | 0.2% | Held |
| PGR PROGRESSIVE CORP | Financials | 1.8K | $367K | 0.2% | Held |
| APH AMPHENOL CORP-CL A | Technology | 2.9K | $363K | 0.2% | Held |
| RF REGIONS FINANCIAL CORP | Financials | 13.6K | $360K | 0.2% | Held |
| CHE CHEMED CORP | Healthcare | 934 | $353K | 0.2% | Held |
| CPRT COPART INC | Consumer discretionary | 10.6K | $352K | 0.2% | Held |
| CAG CONAGRA BRANDS INC | Consumer staples | 22.2K | $349K | 0.2% | Held |
| BR BROADRIDGE FINANCIAL SOLUTIO | Services media | 2.1K | $346K | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 1.6K | $336K | 0.2% | Held |
| NOW SERVICENOW INC | Technology | 3.1K | $326K | 0.2% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.0K | $298K | 0.2% | Held |
| AVGO BROADCOM INC | Technology | 947 | $293K | 0.2% | Held |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 1.6K | $289K | 0.2% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 451 | $258K | 0.2% | Held |
| GOOG ALPHABET INC-CL C | Technology | 860 | $247K | 0.2% | Held |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 3.1K | $216K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 59 | $158.9M | canonical | SEC ↗ |