Stock Taper 
SOUTH STREET ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 126 | $250.67K |
 Trane Technologies plc | TT | 495 | $243.12K |
 Rockwell Automation, Inc. | ROK | 600 | $297.05K |
 The Goldman Sachs Group, Inc. | GS | 605 | $611.88K |
 Costco Wholesale Corporation | COST | 611 | $571.57K |
 KLA Corporation | KLAC | 680 | $205.16K |
 Palo Alto Networks, Inc. | PANW | 912 | $311.01K |
 Cloudflare, Inc. | NET | 918 | $225.17K |
 American Express Company | AXP | 938 | $317.28K |
 Caterpillar Inc. | CAT | 940 | $1M |
 Norfolk Southern Corporation | NSC | 1.35K | $424.7K |
 The Procter & Gamble Company | PG | 1.7K | $248.84K |
 AstraZeneca PLC | AZN | 1.7K | $322.35K |
 PulteGroup, Inc. | PHM | 1.7K | $233.26K |
 Linde plc | LIN | 1.82K | $942.39K |
 Agnico Eagle Mines Limited | AEM | 1.92K | $297.85K |
 Novartis AG | NVS | 1.93K | $303.1K |
 Union Pacific Corporation | UNP | 2K | $544K |
 Danaher Corporation | DHR | 2.09K | $398.1K |
 Cameco Corporation | CCJ | 2.1K | $214.11K |