Stock Taper 
SOUTH STREET ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Antero Midstream Corporation | AM | 11.5K | $261.63K |
 Eaton Corporation plc | ETN | 11.3K | $4.82M |
 Alphabet Inc. | GOOG | 10.96K | $3.87M |
 Johnson & Johnson | JNJ | 10.19K | $2.59M |
 Broadcom Inc. | AVGO | 10.01K | $3.78M |
 JPMorgan Chase & Co. | JPM | 9.52K | $3.12M |
 Murphy Oil Corporation | MUR | 8.6K | $280.02K |
 Masco Corporation | MAS | 6.5K | $528.9K |
 Phillips 66 | PSX | 5.7K | $963.59K |
 Canadian Pacific Kansas City Ltd. | CP | 4.75K | $411.59K |
 Palantir Technologies Inc. | PLTR | 4.6K | $536.68K |
 Chevron Corporation | CVX | 4.38K | $725.37K |
 The Home Depot, Inc. | HD | 4.1K | $1.45M |
 McDonald's Corporation | MCD | 3.68K | $994.47K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.53K | $1.69M |
 Merck & Co., Inc. | MRK | 3.39K | $436K |
 NextEra Energy, Inc. | NEE | 3.06K | $268.84K |
 Emerson Electric Co. | EMR | 3K | $429.45K |
 Berkshire Hathaway Inc. | BRK-B | 2.97K | $1.49M |
 Fortinet, Inc. | FTNT | 2.5K | $384.05K |