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Cottage Street Advisors LLC

All holdings · as of Dec 31, 2025

143 positions

CompanyClassValueShares% of portfolio
ISHARES TR$336.1K3,5000.1%
SCHWAB STRATEGIC TR$346.2K14,4010.1%
KIMBERLY CLARK CORP$352.5K3,4940.1%
JANUS DETROIT STR TR$363.8K7,1930.2%
MICRON TECHNOLOGY INC$368.1K1,2900.2%
First Trust Exchange-Traded Fund VIII$373.9K8,2930.2%
Johnson Controls International plc$384.0K3,2070.2%
COSTCO WHOLESALE CORP /NEW$386.5K4480.2%
VANGUARD STAR FDS$390.7K5,1790.2%
Apollo Global Management, Inc.$394.8K2,7270.2%
Coinbase Global, Inc.$402.1K1,7780.2%
Nuveen Preferred & Income Opportunities FundJPCClosed-End Fund$403.7K49,7820.2%
TJX Cos Inc/The$410.7K2,6730.2%
iShares MSCI UAE ETF$412.1K3,7400.2%
Walmart Inc.$424.0K3,8060.2%
ISHARES TR$432.2K4,3280.2%
INVESCO EXCH TRADED FD TR II$445.4K1,7610.2%
ABBOTT LABORATORIES$482.2K3,8480.2%
Merck & Co., Inc.$492.1K4,6750.2%
VANGUARD INDEX FDS$493.8K2,5850.2%
Netflix Inc$497.1K5,3020.2%
ISHARES TR$513.3K4,5140.2%
ITT INC.$521.2K3,0040.2%
Bain Capital Specialty Finance, Inc.BCSFCommon Stock$549.4K39,5000.2%
SPDR SERIES TRUST$572.4K18,9520.2%
HONEYWELL INTERNATIONAL INC$584.9K2,9980.2%
PROCTER & GAMBLE Co$596.9K4,1650.3%
Rockwell Automation Inc$599.5K1,5410.3%
EMBRAER S.A.EMBJADR$637.3K9,9000.3%
SELECT SECTOR SPDR TR$638.1K4,4320.3%
STARBUCKS CORP$645.2K7,6620.3%
TEXTRON INC$669.6K7,6810.3%
VANGUARD WHITEHALL FDS$701.2K7,7910.3%
Uber Technologies, Inc$741.5K9,0750.3%
FIRST TR EXCHANGE-TRADED FD$788.6K20,5800.3%
RTX Corp$795.3K4,3370.3%
AMGEN INC$800.7K2,4460.3%
AUTONATION, INC.$808.2K3,9140.3%
JANUS DETROIT STR TR$818.9K16,6650.3%
ONEOK Inc$819.3K11,1470.3%
OSHKOSH CORP$911.6K7,2560.4%
NORFOLK SOUTHERN CORP$1.01M3,5050.4%
NEXTERA ENERGY INC$1.02M12,7340.4%
BANK OF AMERICA CORP /DE$1.03M18,6870.4%
FIRST TR EXCHANGE TRADED FD$1.06M6,9490.4%
Tesla Inc$1.07M2,3840.5%
VANGUARD INDEX FDS$1.15M2,3480.5%
FedEx Corp$1.25M4,3110.5%
CF Industries Holdings Inc$1.31M16,9330.6%
JOHNSON & JOHNSON$1.32M6,3660.6%
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