6th Street Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Daphne, AL
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$174,033
Net value change ($000)
+15,105 (9.5%)
New positions
6
Sold out positions
4
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACIO 2,546 9.4%
IDUB 1,623 11.6%
DUBS 1,577 13.9%
ADME 1,318 12.4%
SPYM 1,241 13.9%
DRSK 1,109 5.4%
VEA 1,012 10.3%
JULB 832 NEW
UPSD 763 16.6%
OSCV 679 7.3%
Top Reduces (Value $000, Stocks/ETFs)
CAG -349 -100.0%
BR -346 -100.0%
OXY -274 -25.2%
XOM -253 -22.4%
IBIT -230 -100.0%
FBTC -230 -100.0%
TSN -121 -10.6%
RSP -80 -10.0%
CVX -67 -19.9%
PLTR -61 -20.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type