SEC Form 13F

South Street Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$768,692,610
Positions84

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$66,784,039333,770
AMPHENOL CORPAPHCL A$46,336,367262,797
ALPHABET INCGOOGLCAP STK CL A$40,108,707112,233
QUANTA SVCS INCPWRCOM$37,375,11651,907
APPLE INCAAPLCOM$34,580,256119,506
ONTO INNOVATION INCONTOCOM$33,651,77488,920
ELI LILLY & COLLYCOM$32,577,71827,161
MICRON TECHNOLOGY INCMUCOM$32,410,15528,078
HOWMET AEROSPACE INCHWMCOM$29,888,091111,166
US FOODS HLDG CORPUSFDCOM$27,314,554267,135

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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