Stock Taper 
SOUTH STREET ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hilton Worldwide Holdings Inc. | HLT | 73.63K | $24.33M |
 RTX Corporation | RTX | 75.29K | $14.28M |
 Onto Innovation Inc. | ONTO | 88.92K | $33.65M |
 Howmet Aerospace Inc. | HWM | 111.17K | $29.89M |
 Alphabet Inc. | GOOGL | 112.23K | $40.11M |
 Apple Inc. | AAPL | 119.51K | $34.58M |
 The TJX Companies, Inc. | TJX | 166.91K | $25.29M |
 WEC Energy Group, Inc. | WEC | 169.81K | $19.83M |
 O'Reilly Automotive, Inc. | ORLY | 180.59K | $16.63M |
 Core & Main, Inc. | CNM | 223.09K | $10.76M |
 Primo Brands Corporation | PRMB | 229.58K | $5.61M |
 Smith & Nephew plc | SNN | 230.08K | $6.63M |
 Halozyme Therapeutics, Inc. | HALO | 238.69K | $18.68M |
 Spire Inc. | SR | 243.79K | $19.04M |
 Amphenol Corporation | APH | 262.8K | $46.34M |
 US Foods Holding Corp. | USFD | 267.13K | $27.31M |
 NVIDIA Corporation | NVDA | 333.77K | $66.78M |
 Archrock, Inc. | AROC | 354.28K | $14.42M |
 Exelixis, Inc. | EXEL | 409.39K | $22.28M |
 SK Telecom Co.,Ltd | SKM | 597.21K | $19.21M |