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Cottage Street Advisors LLC

All holdings · as of Dec 31, 2025

143 positions

CompanyClassValueShares% of portfolio
PURPLE INNOVATION INC$9.9K14,3000.0%
Invesco Quality Municipal Income TrustIQIClosed-End Fund$99.6K10,0000.0%
SOUTHERN CO$202.7K2,3250.1%
SHOPIFY INC$202.8K1,2600.1%
ISHARES TR$203.7K2970.1%
SPDR SERIES TRUST$203.9K2,2310.1%
First Trust Exchange-Traded Fund VIII$205.5K4,3070.1%
LAM RESEARCH CORP$206.4K1,2060.1%
WESTERN ASSET MANAGED MUNS F$208.8K20,0000.1%
ISHARES TR$210.6K1,6350.1%
First Trust Exchange-Traded Fund VIII$211.3K4,7050.1%
EXXON MOBIL CORP$211.7K1,7590.1%
VANGUARD INDEX FDS$212.3K6330.1%
First Trust Exchange-Traded Fund VIII$214.1K4,8350.1%
UNITEDHEALTH GROUP INC$214.6K6500.1%
SELECT SECTOR SPDR TR$218.9K1,8600.1%
Valero Energy Corp$219.2K1,3470.1%
First Trust Exchange-Traded Fund VIII$222.9K4,5650.1%
Air Products & Chemicals, Inc.$223.3K9040.1%
VANGUARD INDEX FDS$223.5K1,0550.1%
Morgan Stanley$227.5K1,2820.1%
FIRST TR EXCHANGE TRADED FD$228.0K3,1910.1%
VANGUARD INDEX FDS$230.3K8930.1%
FIRST TR EXCHANGE TRADED FD$234.1K4,5140.1%
SELECT SECTOR SPDR TR$235.8K4,3050.1%
VANGUARD INDEX FDS$237.7K1,3400.1%
Palantir Technologies Inc$238.2K1,3400.1%
ISHARES GOLD TR$246.0K3,0310.1%
SCHWAB STRATEGIC TR$249.2K9,2610.1%
AFLAC INC$250.9K2,2750.1%
VANGUARD WORLD FD$251.8K3340.1%
T-Mobile US, Inc.TMUSCommon Stock$255.5K1,2580.1%
CORNING INC /NY$260.6K2,9770.1%
T ROWE PRICE ETF INC$260.9K5,0750.1%
ISHARES TR$273.6K5,0000.1%
Duke Energy Corp$274.7K2,3440.1%
WISDOMTREE TR$274.8K5,3260.1%
Salesforce Inc$283.0K1,0680.1%
ADVANCED MICRO DEVICES INC$286.8K1,3390.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$288.5K9,0000.1%
FIRST TR EXCHNG TRADED FD VI$294.0K6,7720.1%
Warren E. Buffett$300.1K5970.1%
First Trust Exchange-Traded Fund VIII$313.6K6,5920.1%
PROSHARES TR$314.8K3,0250.1%
CITIGROUP INC$321.2K2,7520.1%
CISCO SYSTEMS, INC.$328.7K4,2670.1%
CADENCE DESIGN SYSTEMS INC$331.3K1,0600.1%
VANGUARD SPECIALIZED FUNDS$331.8K1,5100.1%
VANGUARD INTL EQUITY INDEX F$332.1K6,1770.1%
SPDR GOLD TR$334.1K8430.1%
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