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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 $768,692,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 333,770 $66,784,039 8.69%
2.
Amphenol Corp
 APH 1,051,188 $46,336,367 6.03%
3.
Alphabet Inc.
 GOOGL 112,233 $40,108,707 5.22%
4.
Quanta Services Inc.
 PWR 51,907 $37,375,116 4.86%
5.
Apple Inc.
 AAPL 119,506 $34,580,256 4.5%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.