5S
5th Street Advisors, LLC
13F filer · CIK 0001911026Reported Aug 5, 2026
Net seller this quarter
13F portfolio value$263MU.S. long equity reported on 13F
Positions324 new · 0 closed
Net flow last quarter-$5.18MBuys minus sells
Top 10 positions weight12.5%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 5, 202632 positions | |||||
| $8.93M | 3.40% | Not reported | -27.1% | Q1 2024 | |
| $7M | 2.66% | 0.01% | -3.9% | Q1 2023 | |
| $5.01M | 1.91% | 0.00% | -0.4% | Q4 2021 | |
| $4.78M | 1.82% | Not reported | -33.7% | Q1 2025 | |
| $2.41M | 0.92% | 0.00% | Not reported | Q4 2021 | |
| $1.37M | 0.52% | 0.00% | +1.9% | Q3 2024 | |
| $893K | 0.34% | 0.00% | -19.4% | Q2 2023 | |
| $875K | 0.33% | Not reported | Not reported | Q1 2023 | |
| $792K | 0.30% | 0.00% | +8.2% | Q1 2024 | |
| $763K | 0.29% | Not reported | -4.4% | Q2 2023 | |
| $749K | 0.28% | Not reported | Not reported | Q4 2021 | |
| $719K | 0.27% | Not reported | Not reported | Q3 2022 | |
| $537K | 0.20% | 0.00% | -11.0% | Q1 2026 | |
| $473K | 0.18% | 0.00% | Not reported | Q1 2025 | |
| $469K | 0.18% | 0.00% | Not reported | Q2 2023 | |
| $414K | 0.16% | 0.00% | +56.3% | Q3 2024 | |
| $360K | 0.14% | 0.00% | +22.6% | Q4 2025 | |
| $351K | 0.13% | 0.00% | +5.0% | Q2 2023 | |
| $348K | 0.13% | 0.00% | Not reported | Q2 2023 | |
| $347K | 0.13% | 0.00% | Not reported | Q4 2021 | |
| $309K | 0.12% | 0.00% | Not reported | Q2 2023 | |
| $302K | 0.11% | 0.00% | Not reported | Q3 2024 | |
| $291K | 0.11% | Not reported | +7.2% | Q4 2025 | |
| $289K | 0.11% | 0.00% | Not reported | Q4 2025 | |
| $273K | 0.10% | Not reported | -0.5% | Q1 2026 | |
| $248K | 0.09% | 0.00% | Not reported | Q4 2025 | |
| $224K | 0.09% | 0.00% | New | Q2 2026 | |
| $222K | 0.08% | 0.00% | New | Q2 2026 | |
| $209K | 0.08% | Not reported | New | Q2 2026 | |
| $201K | 0.08% | 0.00% | Not reported | Q1 2026 | |
| $201K | 0.08% | 0.00% | Not reported | Q4 2025 | |
| $11.6K | 0.00% | 0.02% | Not reported | Q1 2022 | |
| Q1 2026Reported May 5, 202628 positions | |||||
| $9.42M | 4.06% | Not reported | +4.5% | Q1 2024 | |
| $8.51M | 3.66% | 0.01% | -1.6% | Q1 2023 | |
| $4.41M | 1.90% | 0.00% | +5.3% | Q4 2021 | |
| $4.22M | 1.82% | Not reported | -2.2% | Q1 2025 | |
| $2.17M | 0.93% | 0.00% | -0.5% | Q4 2021 | |
| $1.57M | 0.68% | 0.00% | +10.9% | Q3 2024 | |
| $891K | 0.38% | 0.00% | -3.1% | Q2 2023 | |
| $762K | 0.33% | Not reported | +230.1% | Q1 2023 | |
| $749K | 0.32% | 0.00% | New | Q1 2026 | |
| $718K | 0.31% | Not reported | Not reported | Q4 2021 | |
| $688K | 0.30% | Not reported | Not reported | Q3 2022 | |
| $648K | 0.28% | Not reported | -3.8% | Q2 2023 | |
| $638K | 0.27% | 0.00% | -5.1% | Q1 2024 | |
| $530K | 0.23% | 0.00% | Not reported | Q1 2025 | |
| $393K | 0.17% | 0.00% | -8.3% | Q2 2023 | |
| $335K | 0.14% | 0.00% | +0.7% | Q2 2023 | |
| $307K | 0.13% | 0.00% | -46.5% | Q4 2021 | |
| $289K | 0.12% | 0.00% | -13.6% | Q2 2023 | |
| $285K | 0.12% | 0.00% | Not reported | Q2 2023 | |
| $263K | 0.11% | 0.00% | -27.3% | Q3 2024 | |
| $261K | 0.11% | 0.00% | -2.8% | Q3 2024 | |
| $257K | 0.11% | 0.00% | -7.9% | Q4 2025 | |
| $254K | 0.11% | Not reported | +8.9% | Q4 2025 | |
| $237K | 0.10% | 0.00% | -4.5% | Q4 2025 | |
| $215K | 0.09% | Not reported | New | Q1 2026 | |
| $207K | 0.09% | 0.00% | Not reported | Q4 2025 | |
| $200K | 0.09% | 0.00% | New | Q1 2026 | |
| $11.4K | 0.00% | 0.02% | Not reported | Q1 2022 | |
| Q4 2025Reported Jan 30, 202627 positions | |||||
| $8.33M | 3.89% | Not reported | +16.5% | Q1 2024 | |
| $7.97M | 3.72% | 0.01% | -5.0% | Q1 2023 | |
| $4.49M | 2.10% | 0.00% | -4.7% | Q4 2021 | |
| $4.05M | 1.89% | Not reported | -2.3% | Q1 2025 | |
| $2.38M | 1.11% | 0.00% | Not reported | Q4 2021 | |
| $1.3M | 0.61% | 0.00% | -9.0% | Q3 2024 | |
| $1M | 0.47% | 0.00% | Not reported | Q2 2023 | |
| $755K | 0.35% | Not reported | Not reported | Q4 2021 | |
| $737K | 0.34% | Not reported | Not reported | Q2 2023 | |
| $719K | 0.34% | 0.00% | Not reported | Q1 2024 | |
| $694K | 0.32% | 0.00% | Not reported | Q4 2021 | |
| $472K | 0.22% | 0.00% | Not reported | Q3 2024 | |
| $382K | 0.18% | 0.00% | Not reported | Q2 2023 | |
| $360K | 0.17% | 0.00% | Not reported | Q1 2025 | |
| $309K | 0.14% | 0.00% | New | Q4 2025 | |
| $308K | 0.14% | 0.00% | Not reported | Q2 2023 | |
| $295K | 0.14% | 0.00% | Not reported | Q2 2023 | |
| $282K | 0.13% | 0.00% | Not reported | Q3 2024 | |
| $281K | 0.13% | 0.00% | Not reported | Q2 2023 | |
| $243K | 0.11% | 0.00% | New | Q4 2025 | |
| $242K | 0.11% | Not reported | Not reported | Q1 2023 | |
| $231K | 0.11% | Not reported | New | Q4 2025 | |
| $226K | 0.11% | 0.00% | New | Q4 2025 | |
| $224K | 0.10% | 0.00% | Not reported | Q3 2024 | |
| $215K | 0.10% | 0.00% | New | Q4 2025 | |
| $204K | 0.10% | Not reported | New | Q4 2025 | |
| $26.7K | 0.01% | 0.02% | Not reported | Q1 2022 | |
| Q3 2025Reported Nov 4, 20256 positions | |||||
| $7.52M | 3.72% | 0.01% | +2.9% | Q1 2023 | |
| $6.64M | 3.29% | Not reported | +12.6% | Q1 2024 | |
| $4.41M | 2.18% | 0.00% | +53.1% | Q4 2021 | |
| $3.76M | 1.86% | Not reported | +9.8% | Q1 2025 | |
| $1.28M | 0.63% | 0.00% | +5.6% | Q3 2024 | |
| $26.6K | 0.01% | 0.03% | Not reported | Q1 2022 | |
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