§ 13F · FUND PROFILE
South Street Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 73Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$712.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 341K | $63.7T | 8.9% | NEW |
| 2 | APH | AMPHENOL CORP NEW | 276K | $37.2T | 5.2% | NEW |
| 3 | GOOGL | ALPHABET INC | 117K | $36.6T | 5.1% | NEW |
| 4 | MSFT | MICROSOFT CORP | 72K | $34.9T | 4.9% | NEW |
| 5 | AAPL | APPLE INC | 125K | $34.0T | 4.8% | NEW |
| 6 | LLY | ELI LILLY & CO | 28K | $30.5T | 4.3% | NEW |
| 7 | GFI | GOLD FIELDS LTD | 653K | $28.5T | 4.0% | NEW |
| 8 | RKT | ROCKET COS INC | 1.39M | $27.0T | 3.8% | NEW |
| 9 | TJX | TJX COS INC NEW | 166K | $25.5T | 3.6% | NEW |
| 10 | PWR | QUANTA SVCS INC | 60K | $25.5T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUTH SIGNAL
AC read
South Street Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed