South Street Advisors LLC Portfolio Holdings
South Street Advisors LLC
- $659 Million
- Q2 2024
South Street Advisors LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $659 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $56.1M, Eli Lilly & CO with a value of $36.7M, Microsoft Corp with a value of $36.1M, Novo Nordisk A S with a value of $33M, and Apple Inc. with a value of $31.8M.
Examining the 13F form we can see an increase of $33M in the current position value, from $626M to 659M.
South Street Advisors LLC is based out at New York, NY
Below you can find more details about South Street Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$659 Million
Technology: $198 Million
Financial Services: $74.4 Million
Healthcare: $74.4 Million
Consumer Cyclical: $74.1 Million
Industrials: $68.7 Million
Consumer Defensive: $51.6 Million
Communication Services: $40.5 Million
Energy: $37.1 Million
Other: $40.3 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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