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Home > Institutional Investor > South Street Advisors Llc > Profile

Instuitional Investor - South Street Advisors Llc

Fund Profile
Filing Period:
Fund Name: South Street Advisors Llc
Portfolio Value $690,292,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 337,834 $58,918,250 8.54%
2.
Amphenol Corp
 APH 267,313 $33,774,998 4.89%
3.
Alphabet Inc.
 GOOGL 114,395 $32,895,426 4.77%
4.
Quanta Services Inc.
 PWR 59,315 $32,565,121 4.72%
5.
Apple Inc.
 AAPL 124,509 $31,599,139 4.58%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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