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Tom Carhart

South Street Advisors Llc

Assets Managed
$690.293M
Holdings
83
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-3.07%(2Q avg: -4.86%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in South Street Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of South Street Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 690.293M in assets, with a quarterly growth rate of -3.07% and a 2-quarter average growth rate of -4.86%. The portfolio is managed by Tom Carhart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.04%
8.54%
$58.918M
337,834 shares@ $174.41 avg price
APH
Amphenol Corp-cl A
Recent Activity
Decreased -3.01%
4.9%
$33.775M
267,313 shares@ $126.36 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.04%
4.77%
$32.895M
114,395 shares@ $287.56 avg price
PWR
Quanta Services Inc
Recent Activity
Decreased -1.7%
4.72%
$32.565M
59,315 shares@ $549.02 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.3%
4.58%
$31.599M
124,509 shares@ $253.79 avg price
GFI
Gold Fields Ltd-spons Adr
Recent Activity
Decreased -3.75%
4.14%
$28.544M
628,718 shares@ $45.4 avg price
HWM
Howmet Aerospace Inc
Recent Activity
Decreased -2.8%
3.96%
$27.311M
118,507 shares@ $230.46 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.04%
3.88%
$26.736M
72,227 shares@ $370.18 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -1.02%
3.8%
$26.23M
164,246 shares@ $159.7 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -1.73%
3.73%
$25.693M
27,934 shares@ $919.77 avg price

1-10 of 83