Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

6th Street Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

6th Street Advisors, LLC (CIK 2102803) reported $174.0M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ACIO ($29.7M, 17.09%), DRSK ($21.8M, 12.51%), IDME ($15.6M, 8.96%), DUBS ($13.0M, 7.44%), ADME ($11.9M, 6.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ACIOETF SER SOLUTIONS$29.7M17.09%644,684Trimmed
2DRSKETF SER SOLUTIONS$21.8M12.51%757,215Added
3IDMEETF SER SOLUTIONS$15.6M8.96%567,413Added
4DUBSETF SER SOLUTIONS$13.0M7.44%311,082Trimmed
5ADMEETF SER SOLUTIONS$11.9M6.86%214,664Trimmed
6VEAVANGUARD TAX-MANAGED FDS$10.8M6.20%151,441Trimmed
7SPLGSPDR SERIES TRUST$10.2M5.86%115,973Trimmed
8OSCVETF SER SOLUTIONS$9.9M5.71%235,616Added
9DEFRETF SER SOLUTIONS$8.4M4.84%315,084Trimmed
10JUCYETF SER SOLUTIONS$5.9M3.38%267,850Added
11UPSDETF SER SOLUTIONS$5.3M3.07%189,679Added
12VWOVANGUARD INTL EQUITY INDEX F$4.2M2.40%70,059Trimmed
13QQQMINVESCO EXCH TRADED FD TR II$1.7M1.00%5,752Added
14VMCVULCAN MATLS CO$1.1M0.61%3,600Hold
15TSNTYSON FOODS INC$1.0M0.58%17,774Added
16PGPROCTER & GAMBLE CO$906,5280.52%6,182Hold
17NVDANVIDIA CORPORATION$874,0840.50%4,368Trimmed
18XOMEXXON MOBIL CORP$877,3960.50%6,417Trimmed
19MSFTMICROSOFT CORP$855,1750.49%2,293Added
20JULBETF SER SOLUTIONS$831,9780.48%30,166New
21AMZNAMAZON COM INC$811,3090.47%3,404Added
22OXYOCCIDENTAL PETE CORP$814,7970.47%16,686Added
23JPMJPMORGAN CHASE & CO$782,2500.45%2,390Added
24GDGENERAL DYNAMICS CORP$765,5130.44%2,161Hold
25VVISA INC$740,2750.43%2,158Added

Source: SEC Form 13F filings · as of 2026-06-30