Stock Taper 
SOUTH STREET ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Onto Innovation Inc. | ONTO | 88.92K | $33.65M |
 RTX Corporation | RTX | 75.29K | $14.28M |
 Hilton Worldwide Holdings Inc. | HLT | 73.63K | $24.33M |
 Stride, Inc. | LRN | 59.61K | $5.14M |
 Visa Inc. | V | 57.53K | $19.74M |
 Quanta Services, Inc. | PWR | 51.91K | $37.38M |
 ONEOK, Inc. | OKE | 44.91K | $3.9M |
 Microsoft Corporation | MSFT | 40.78K | $15.21M |
 California Resources Corp | CRC | 37.13K | $1.96M |
 Enterprise Products Partners L.P. | EPD | 35.72K | $1.31M |
 Micron Technology, Inc. | MU | 28.08K | $32.41M |
 Eli Lilly and Company | LLY | 27.16K | $32.58M |
 Meta Platforms, Inc. | META | 20.92K | $11.78M |
 Hess Midstream LP | HESM | 18.03K | $677.93K |
 Amazon.com, Inc. | AMZN | 17.64K | $4.2M |
 AbbVie Inc. | ABBV | 14.38K | $3.62M |
 Mastercard Incorporated | MA | 13.69K | $7.03M |
 QUALCOMM Incorporated | QCOM | 12.06K | $2.23M |
 Exxon Mobil Corporation | XOM | 11.85K | $1.62M |
 Western Midstream Partners, LP | WES | 11.66K | $510.24K |