COTTAGE STREET ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 158K | $2.84M |
 | CSX | 110K | $4.50M |
 | NVDA | 66K | $11.56M |
 | BX | 60K | $6.89M |
 | VZ | 59K | $2.96M |
 | AAPL | 40K | $10.22M |
 | FCX | 33K | $1.93M |
 | GOOG | 32K | $9.23M |
 | JPM | 30K | $8.82M |
 | MSFT | 22K | $8.27M |
 | CVX | 19K | $3.98M |
 | ETR | 19K | $2.12M |
 | CF | 18K | $2.32M |
 | AMZN | 18K | $3.67M |
 | BCSF | 17K | $210.80K |
 | V | 17K | $5.05M |
 | GOOGL | 16K | $4.64M |
 | ACN | 15K | $3.04M |
 | PRPL | 14K | $9.46K |
 | PEP | 13K | $1.99M |
Ares Capital Corporation
ARCC
Shares Held
158K
Value
$2.84M
CSX Corporation
CSX
Shares Held
110K
Value
$4.50M
NVIDIA Corporation
NVDA
Shares Held
66K
Value
$11.56M
Blackstone Inc.
BX
Shares Held
60K
Value
$6.89M
Verizon Communications Inc.
VZ
Shares Held
59K
Value
$2.96M
Apple Inc.
AAPL
Shares Held
40K
Value
$10.22M
Freeport-McMoRan Inc.
FCX
Shares Held
33K
Value
$1.93M
Alphabet Inc.
GOOG
Shares Held
32K
Value
$9.23M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$8.82M
Microsoft Corporation
MSFT
Shares Held
22K
Value
$8.27M
Chevron Corporation
CVX
Shares Held
19K
Value
$3.98M
Entergy Corporation
ETR
Shares Held
19K
Value
$2.12M
CF Industries Holdings, Inc.
CF
Shares Held
18K
Value
$2.32M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.67M
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
17K
Value
$210.80K
Visa Inc.
V
Shares Held
17K
Value
$5.05M
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$4.64M
Accenture plc
ACN
Shares Held
15K
Value
$3.04M
Purple Innovation, Inc.
PRPL
Shares Held
14K
Value
$9.46K
PepsiCo, Inc.
PEP
Shares Held
13K
Value
$1.99M