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South Street Advisors LLC

All holdings · as of Mar 31, 2026

83 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$58.92M337,8348.5%
AMPHENOL CORP /DE—$33.77M267,3134.9%
Alphabet Inc.—$32.90M114,3954.8%
Quanta Services Inc—$32.57M59,3154.7%
Apple Inc.—$31.60M124,5094.6%
GOLD FIELDS LTDGFIADR$28.54M628,7184.1%
Howmet Aerospace Inc.—$27.31M118,5074.0%
MICROSOFT CORP—$26.74M72,2273.9%
TJX Cos Inc/The—$26.23M164,2463.8%
ELI LILLY & Co—$25.69M27,9343.7%
US Foods Holding Corp.—$24.85M269,4903.6%
Hilton Worldwide Holdings Inc.—$22.17M72,8993.2%
Rocket Companies, Inc.—$19.55M1,371,9772.8%
WEC ENERGY GROUP, INC.—$19.46M168,1112.8%
ONTO INNOVATION INC.—$18.73M91,3392.7%
EXELIXIS, INC.—$17.32M403,9382.5%
Spire Inc—$17.21M190,1092.5%
Visa Inc—$17.20M56,9032.5%
O REILLY AUTOMOTIVE INC—$16.41M177,7622.4%
Halozyme Therapeutics Inc—$15.05M232,9402.2%
RTX Corp—$14.61M75,7192.1%
Meta Platforms Inc—$14.11M24,6682.0%
Permian Resources Corp—$13.54M634,9212.0%
Archrock Inc—$13.01M373,8251.9%
TPG Inc.—$12.98M320,3761.9%
ServiceNow Inc—$11.45M109,5101.7%
Core & Main, Inc.—$10.90M220,7301.6%
LOWES COMPANIES INC—$9.80M41,4731.4%
Mastercard Inc—$6.95M13,9011.0%
SMITH & NEPHEW PLC—$6.84M215,3201.0%
Primo Brands Corp—$5.39M286,1600.8%
ONEOK Inc—$5.18M57,3320.8%
STRIDE, INC.—$5.05M57,2290.7%
Eaton Corp plc—$4.60M12,8550.7%
Amazon.com Inc—$3.66M17,5730.5%
AbbVie Inc.—$3.13M14,3910.5%
Broadcom Inc.—$3.01M9,7100.4%
JPMORGAN CHASE & CO—$2.80M9,5180.4%
California Resources Corp—$2.57M37,1300.4%
JOHNSON & JOHNSON—$2.49M10,1910.4%
Alphabet Inc.—$2.07M7,2150.3%
EXXON MOBIL CORP—$2.01M11,8500.3%
QUALCOMM INC/DE—$1.62M12,6060.2%
Warren E. Buffett—$1.42M2,9710.2%
HOME DEPOT, INC.—$1.35M4,1000.2%
MCDONALD'S CORP—$1.14M3,6790.2%
Phillips 66—$1.13M6,2000.2%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$1.07M28,3900.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$960.1K2,8410.1%
LINDE PLC—$900.3K1,8160.1%
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