StockDriftsStockDriftsTop 50 6th Street Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 17.09% | 644.7K | $29.7M | -0.55%(-3.55K) | $42.83(+10.81%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 12.51% | 757.2K | $21.8M | +0.16%(+1.22K) | $27.90(+3.70%) | 2026-06-30 | |
| IDUB | ETF SER SOLUTIONS | 8.96% | 567.4K | $15.6M | +0.18%(+1.04K) | $24.50(+15.05%) | 2026-06-30 | |
| DUBS | ETF SER SOLUTIONS | 7.44% | 311.1K | $13.0M | -1.41%(-4.45K) | $36.87(+17.51%) | 2026-06-30 | |
| ADME | ETF SER SOLUTIONS | 6.86% | 214.7K | $11.9M | -0.15%(-325) | $50.37(+12.83%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.2% | 151.4K | $10.8M | -0.75%(-1.15K) | $63.28(+15.35%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.86% | 116.0K | $10.2M | -0.83%(-976) | $78.38(+16.15%) | 2026-06-30 | |
| OSCV | ETF SER SOLUTIONS | 5.71% | 235.6K | $9.9M | +0.33%(+775) | $38.24(+12.38%) | 2026-06-30 | |
| DEFR | ETF SER SOLUTIONS | 4.84% | 315.1K | $8.4M | -0.66%(-2.10K) | $26.65(+0.10%) | 2026-06-30 | |
| JUCY | ETF SER SOLUTIONS | 3.38% | 267.9K | $5.9M | +0.58%(+1.54K) | $22.17(-0.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.10% |
6th Street Advisors, LLC reports $174.03M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are ACIO (17.1%), DRSK (12.5%) and IDUB (9.0%). The top 20 holdings account for 89% of reported assets. Its disclosed equity book has returned +8.66% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 6th Street Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2102803). View 6th Street Advisors, LLC’s 13F filings on SEC