6th Street Advisors, LLC

CIK 0002102803 · Q1 2026

13F Equity AUM

$158.9M

Positions

AUM Rank

#8,313

Top 67%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 52.8%Top 10: 79.4%Top 20: 89.8%

ACIO17.1%

DRSK13.0%

IDUB8.8%

DUBS7.2%

ADME6.7%

VEA6.2%

OSCV5.8%

SPYM5.6%

DEFR5.3%

JUCY3.7%

Others (49)20.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.2%

Fund8.2%

Technology2.4%

Other8.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 59Median: 0.33%Avg: 1.69%

0–0.5%

39(10.2%)

0.5–1%

8(5.1%)

1–3%

2(5.3%)

3–5%

1(3.7%)

5%+

9(75.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 50Unique: 9vs 20 funds

0.7%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

JPMORGAN CHASE & CO

BANK OF AMERICA CORP /DE/

1.1%

FMR LLC

1.7%

BlackRock, Inc.

1.2%

STATE STREET CORP

1.1%

VANGUARD CAPITAL MANAGEMENT LLC

1.1%

GEODE CAPITAL MANAGEMENT, LLC

1.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New59Increased0Decreased0Exited0

New Positions

ACIO17.1%

+648K

DRSK13.0%

+756K

IDUB8.8%

+566K

DUBS7.2%

+316K

ADME6.7%

+215K

VEA6.2%

+153K

OSCV5.8%

+235K

SPYM5.6%

+117K

DEFR5.3%

+317K

JUCY3.7%

+266K

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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