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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
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYY SYSCO CORP Consumer Defensive 3,997.0 $285K 0.12% $71.33 +5.9%
42 VUG VANGUARD INDEX FDS 646.0 $282K 0.12% $436.79 -79.6%
43 MSFT MICROSOFT CORP Technology 710.0 $263K 0.11% -266.0 -27.2% $370.17 +15.2%
44 ABBV ABBVIE INC Healthcare 1,200.0 $261K 0.11% -34.0 -2.8% $217.49 +0.5%
45 AMZN AMAZON COM INC Consumer Cyclical 1,233.0 $257K 0.11% -106.0 -7.9% $208.27 +30.9%
46 ASTS AST SPACEMOBILE INC Technology 3,060.0 $254K 0.11% +250.0 +8.9% $82.87 +57.7%
47 BK BANK NEW YORK MELLON CORP Financial Services 2,000.0 $237K 0.10% -94.0 -4.5% $118.63 +17.9%
48 QQQ INVESCO QQQ TR Financial Services 373.0 $215K 0.09% NEW $577.25 +27.5%
49 VGT VANGUARD WORLD FD 301.0 $210K 0.09% $697.72 -82.9%
50 GS GOLDMAN SACHS GROUP INC Financial Services 245.0 $207K 0.09% $845.99 +18.7%
51 ENB ENBRIDGE INC Energy 3,700.0 $200K 0.09% NEW $54.14 +2.9%
52 OMEX ODYSSEY MARINE EXPL INC Industrials 13,621.0 $11K 0.01% $0.83 +37.9%
Page 3 of 3  ·  52 positions

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%