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Portfolio (Quarterly) Guide ↗

5th Street Advisors, LLC

· CIK 0001911026
13F Portfolio $232M AUM 71 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 20 Added 17 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 19,772.0 $8.5M 3.67% -330.0 -1.6% $430.29 -5.1%
2 LQD ISHARES TR 52,792.0 $5.8M 2.48% -27K -33.4% $108.99 -0.1%
3 XLC SELECT SECTOR SPDR TR 43,035.0 $4.8M 2.06% -364.0 -0.8% $110.86 +4.9%
4 SMH VANECK ETF TRUST 11,006.0 $4.2M 1.82% -244.0 -2.2% $383.40 +55.3%
5 ARTY ISHARES TR 78,515.0 $3.7M 1.57% -1K -1.4% $46.53 +52.8%
6 SPBO SPDR SERIES TRUST 118,039.0 $3.4M 1.48% -17K -12.5% $29.03 -0.0%
7 JPM JPMORGAN CHASE & CO Financial Services 7,362.0 $2.2M 0.93% -39.0 -0.5% $294.16 +1.7%
8 GOOGL ALPHABET INC Communication Services 3,100.0 $891K 0.38% -100.0 -3.1% $287.56 +35.2%
9 GOOG ALPHABET INC Communication Services 2,260.0 $648K 0.28% -89.0 -3.8% $286.86 +34.2%
10 NVDA NVIDIA CORPORATION Technology 3,657.0 $638K 0.28% -197.0 -5.1% $174.40 +21.9%
11 ETN EATON CORP PLC Industrials 1,100.0 $393K 0.17% -100.0 -8.3% $357.67 +13.6%
12 TSLA TESLA INC Consumer Cyclical 825.0 $307K 0.13% -718.0 -46.5% $371.75 +18.5%
13 KO COCA COLA CO Consumer Defensive 3,800.0 $289K 0.12% -600.0 -13.6% $76.05 +7.3%
14 MSFT MICROSOFT CORP Technology 710.0 $263K 0.11% -266.0 -27.2% $370.17 +11.5%
15 ABBV ABBVIE INC Healthcare 1,200.0 $261K 0.11% -34.0 -2.8% $217.49 -1.0%
16 AMZN AMAZON COM INC Consumer Cyclical 1,233.0 $257K 0.11% -106.0 -7.9% $208.27 +30.5%
17 BK BANK NEW YORK MELLON CORP Financial Services 2,000.0 $237K 0.10% -94.0 -4.5% $118.63 +18.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 56.0%
Technology 22.8%
Communication Services 6.3%
Energy 3.9%
Industrials 3.8%
Healthcare 2.4%
Consumer Defensive 2.4%
Consumer Cyclical 2.3%