South Street Advisors LLC - Portfolio overview

South Street Advisors LLC has 91 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 7.85%
2. APH - AMPHENOL CORP, 4.50%
3. GOOGL - ALPHABET INC, 4.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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