COTTAGE STREET ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 178K | $3.60M |
 | CSX | 110K | $3.97M |
 | NVDA | 68K | $12.63M |
 | VZ | 63K | $2.56M |
 | BX | 61K | $9.44M |
 | AAPL | 41K | $11.26M |
 | BCSF | 40K | $549.45K |
 | GOOG | 35K | $11.13M |
 | FCX | 31K | $1.56M |
 | JPM | 30K | $9.73M |
 | MSFT | 23K | $10.95M |
 | ETR | 21K | $1.93M |
 | CVX | 20K | $3.04M |
 | BAC | 19K | $1.03M |
 | AMZN | 18K | $4.09M |
 | V | 17K | $6.13M |
 | GOOGL | 17K | $5.37M |
 | CF | 17K | $1.31M |
 | ACN | 15K | $4.11M |
 | PRPL | 14K | $9.87K |
Ares Capital Corporation
ARCC
Shares Held
178K
Value
$3.60M
CSX Corporation
CSX
Shares Held
110K
Value
$3.97M
NVIDIA Corporation
NVDA
Shares Held
68K
Value
$12.63M
Verizon Communications Inc.
VZ
Shares Held
63K
Value
$2.56M
Blackstone Inc.
BX
Shares Held
61K
Value
$9.44M
Apple Inc.
AAPL
Shares Held
41K
Value
$11.26M
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
40K
Value
$549.45K
Alphabet Inc.
GOOG
Shares Held
35K
Value
$11.13M
Freeport-McMoRan Inc.
FCX
Shares Held
31K
Value
$1.56M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.73M
Microsoft Corporation
MSFT
Shares Held
23K
Value
$10.95M
Entergy Corporation
ETR
Shares Held
21K
Value
$1.93M
Chevron Corporation
CVX
Shares Held
20K
Value
$3.04M
Bank of America Corporation
BAC
Shares Held
19K
Value
$1.03M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$4.09M
Visa Inc.
V
Shares Held
17K
Value
$6.13M
Alphabet Inc.
GOOGL
Shares Held
17K
Value
$5.37M
CF Industries Holdings, Inc.
CF
Shares Held
17K
Value
$1.31M
Accenture plc
ACN
Shares Held
15K
Value
$4.11M
Purple Innovation, Inc.
PRPL
Shares Held
14K
Value
$9.87K