South Street Advisors LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Extreme Networks, Inc.
EXTR
$3.97M0.26343,651+0.04%+$1,500.200.63
Berkshire Hathaway Inc
BRK.B
$1.4M0.233,337+0.3%+$4,205.200.22
Stride, Inc.
LRN
$5.64M0.2189,452+6.63%+$350,558.030.9
Onto Innovation Inc.
ONTO
$16.74M0.1992,467+4.22%+$678,687.822.67
KBR, Inc.
KBR
$15.77M0.18247,648+8.82%+$1.28M2.52
Ryman Hospitality Properties, Inc.
RHP
$11.57M0.17100,114New+$11.57M1.85
US Foods Holding Corp.
USFD
$17.14M0.13317,599+1.12%+$189,326.762.74
TPG Inc.
TPG
$19.1M0.12427,287-0.76%-$146,884.203.05
California Resources Corporation
CRC
$4.14M0.1175,120New+$4.14M0.66
Marathon Oil Corporation
MRO
$14.61M0.09515,521-0.18%-$26,639.602.33
Gold Fields Limited
GFI
$9.26M0.07582,750New+$9.26M1.48
Howmet Aerospace Inc.
HWM
$15.84M0.06231,493+0.86%+$135,765.122.53
Quanta Services, Inc.
PWR
$20.5M0.0578,918-2.59%-$545,320.193.27
WEC Energy Group, Inc.
WEC
$13.88M0.05169,072+0.87%+$119,813.082.22
Hilton Worldwide Holdings Inc.
HLT
$20.46M0.0495,896+40.48%+$5.89M3.26
Amphenol Corporation
APH
$24.05M0.04208,484-0.27%-$66,095.553.84
Constellation Brands, Inc.
STZ
$13.49M0.0349,647+3.08%+$402,748.332.15
O'Reilly Automotive, Inc.
ORLY
$14.22M0.0212,595+3.57%+$489,933.932.27
Arthur J. Gallagher & Co.
AJG
$11.52M0.0246,062+1.82%+$206,282.991.84
The TJX Companies, Inc.
TJX
$22.54M0.02222,287-7.06%-$1.71M3.6
Occidental Petroleum Corporation
OXY
$10.2M0.02156,920+28.33%+$2.25M1.63
ServiceNow, Inc.
NOW
$18.47M0.0124,220+81.08%+$8.27M2.95
Lowe's Companies, Inc.
LOW
$13.86M0.0154,421+0.75%+$103,421.142.21
Blackstone Inc.
BX
$15.1M0.01114,934+23.54%+$2.88M2.41
VICI Properties Inc.
VICI
$2.4M0.0180,6740%+$00.38
Novo Nordisk A/S
NVO
$30.14M0.01234,728-2.13%-$654,711.604.81
Raytheon Technologies Corporation
RTX
$8.12M0.0183,222+6.65%+$506,180.721.3
PepsiCo, Inc.
PEP
$13.3M0.0175,992+0.76%+$100,630.752.12
Eaton Corporation plc
ETN
$4.39M<0.0114,0500%+$00.7
Eli Lilly and Company
LLY
$33.22M<0.0142,704-0.24%-$80,907.845.3
Visa Inc.
V
$20.36M<0.0172,955-3.89%-$824,960.463.25
Mastercard Incorporated
MA
$8.48M<0.0117,601-5.59%-$502,281.621.35
ONEOK, Inc.
OKE
$1.03M<0.0112,820+3.61%+$35,835.980.16
NVIDIA Corporation
NVDA
$48.07M<0.0153,197-31.45%-$22.05M7.67
QUALCOMM Incorporated
QCOM
$3.41M<0.0120,153-6.93%-$253,950.160.54
Phillips 66
PSX
$1.05M<0.016,4200%+$00.17
AbbVie Inc.
ABBV
$2.61M<0.0114,350-5.84%-$162,069.000.42
Apple Inc.
AAPL
$26.96M<0.01157,217+0.5%+$135,297.724.3
Chevron Corporation
CVX
$2.71M<0.0117,1500%+$00.43
Microsoft Corporation
MSFT
$34.71M<0.0182,491+21.76%+$6.2M5.54
Meta Platforms, Inc.
META
$8.06M<0.0116,597+116.95%+$4.34M1.29
BHP Group Limited
BHP
$1.37M<0.0123,766-89.89%-$12.18M0.22
McDonald's Corporation
MCD
$1.32M<0.014,673+1.19%+$15,507.250.21
Alphabet Inc.
GOOGL
$20.93M<0.01138,702-2.55%-$547,574.043.34
Amazon.com, Inc.
AMZN
$3.79M<0.0121,028+3.23%+$118,690.050.61
Enterprise Products Partners L.P.
EPD
$895,242.00<0.0130,680+7.2%+$60,110.770.14
Linde plc
LIN
$811,631.00<0.011,748-5.16%-$44,110.380.13
JPMorgan Chase & Co.
JPM
$2.47M<0.0112,3170%+$00.39
Costco Wholesale Corporation
COST
$1.54M<0.012,0990%+$00.25
Johnson & Johnson
JNJ
$992,326.00<0.016,273-1.95%-$19,773.750.16