Cottage Street Advisors LLC

data from 30/09/2025

Capitalization

$ 235.458 M 22.49 %

Average holding period

14 ans

Performance

$ 766.796 M 3 421.60 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Cottage Street Advisors LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 5.93% 13.968 M $ 74824 2020/09/30 1.748 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 5.23% 12.307 M $ 23779 2015/12/31 407.513 K $ 4.13 %
2025/09/30 MINT PIMCO ETF TR 4.79% 11.274 M $ 111972 2018/09/30 12.964 K $ 0.15 %
2025/09/30 AAPL APPLE INC 4.49% 10.576 M $ 41415 2015/12/31 2.168 M $ 24.11 %
2025/09/30 BX BLACKSTONE INC 4.48% 10.560 M $ 62082 2020/06/30 1.344 M $ 14.22 %
2025/09/30 JPM JPMORGAN CHASE & CO. 4.29% 10.097 M $ 32127 2015/12/31 829.144 K $ 8.80 %
2025/09/30 GOOG ALPHABET INC 3.80% 8.943 M $ 36621 2015/12/31 2.506 M $ 37.30 %
2025/09/30 QQQ INVESCO QQQ TR 3.43% 8.066 M $ 13429 2020/06/30 551.867 K $ 8.83 %
2025/09/30 IJH ISHARES TR 2.75% 6.469 M $ 99035 2015/12/31 321.495 K $ 5.22 %
2025/09/30 IJT ISHARES TR 2.70% 6.364 M $ 44957 2015/12/31 380.319 K $ 6.36 %
2025/09/30 V VISA INC 2.56% 6.038 M $ 17626 2015/12/31 -244.679 K $ -3.85 %
2025/09/30 HD HOME DEPOT INC 2.03% 4.781 M $ 11850 2015/12/31 466.455 K $ 10.51 %
2025/09/30 GOOGL ALPHABET INC 1.84% 4.328 M $ 17714 2015/12/31 1.192 M $ 37.94 %
2025/09/30 SYK STRYKER CORPORATION 1.70% 4.014 M $ 10874 2015/12/31 -282.678 K $ -6.56 %
2025/09/30 AMZN AMAZON COM INC 1.66% 3.903 M $ 17708 2016/06/30 3.197 K $ 0.08 %
2025/09/30 CSX CSX CORP 1.66% 3.901 M $ 109821 2015/12/31 316.275 K $ 8.83 %
2025/09/30 ACN ACCENTURE PLC IRELAND 1.60% 3.777 M $ 15315 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARCC ARES CAPITAL CORP 1.58% 3.725 M $ 182530 2015/12/31 -277.462 K $ -7.06 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 1.53% 3.602 M $ 71001 2025/03/31 1.467 K $ 0.10 %
2025/09/30 OKE ONEOK INC NEW 1.47% 3.472 M $ 47658 2023/09/30 -450.952 K $ -10.61 %
2025/09/30 CAT CATERPILLAR INC 1.43% 3.358 M $ 7027 2023/03/31 507.669 K $ 22.91 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.41% 3.313 M $ 4973 2018/09/30 238.605 K $ 7.82 %
2025/09/30 CVX CHEVRON CORP NEW 1.37% 3.219 M $ 20767 2022/03/31 251.437 K $ 8.45 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 1.35% 3.170 M $ 72254 2023/03/31 47.083 K $ 1.57 %
2025/09/30 TXN TEXAS INSTRS INC 1.10% 2.579 M $ 14060 2015/12/31 -357.298 K $ -11.51 %
2025/09/30 MAR MARRIOTT INTL INC NEW 1.07% 2.518 M $ 9600 2022/09/30 -122.591 K $ -4.67 %
2025/09/30 UNP UNION PAC CORP 0.97% 2.285 M $ 9669 2015/12/31 60.182 K $ 2.73 %
2025/09/30 ABBV ABBVIE INC 0.95% 2.240 M $ 9675 2017/03/31 420.994 K $ 24.74 %
2025/09/30 META META PLATFORMS INC 0.92% 2.162 M $ 2943 2024/09/30 -8.584 K $ -0.50 %
2025/09/30 BLK BLACKROCK INC 0.90% 2.123 M $ 1822 2024/12/31 212.248 K $ 11.11 %
2025/09/30 LLY ELI LILLY & CO 0.90% 2.108 M $ 2740 2023/06/30 -8.909 K $ -2.12 %
2025/09/30 PEP PEPSICO INC 0.89% 2.106 M $ 14973 2015/12/31 137.029 K $ 6.36 %
2025/09/30 AMAT APPLIED MATLS INC 0.88% 2.078 M $ 9963 2017/03/31 215.876 K $ 11.84 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.88% 2.066 M $ 13518 2024/06/30 292.254 K $ 17.48 %
2025/09/30 ETR ENTERGY CORP NEW 0.83% 1.946 M $ 20870 2024/09/30 210.150 K $ 12.11 %
2025/09/30 SNA SNAP ON INC 0.70% 1.646 M $ 4748 2019/09/30 167.806 K $ 11.36 %
2025/09/30 IBHF ISHARES TR 0.68% 1.607 M $ 68701 2024/12/31 11.188 K $ 0.69 %
2025/09/30 CF CF INDS HLDGS INC 0.64% 1.512 M $ 16852 2021/06/30 -38.757 K $ -2.50 %
2025/09/30 IBHE ISHARES TR 0.64% 1.510 M $ 65015 2024/09/30 -3.519 K $ -0.17 %
2025/09/30 AVGO BROADCOM INC 0.63% 1.487 M $ 4507 2023/06/30 235.488 K $ 19.69 %
2025/09/30 VOO VANGUARD INDEX FDS 0.62% 1.456 M $ 2378 2023/03/31 46.744 K $ 7.81 %
2025/09/30 VRIG INVESCO ACTIVELY MANAGED EXC 0.59% 1.393 M $ 55480 2023/03/31 2.273 K $ 0.20 %
2025/09/30 CGMS CAPITAL GRP FIXED INCM ETF T 0.58% 1.376 M $ 49581 2024/09/30 5.580 K $ 0.47 %
2025/09/30 NFLX NETFLIX INC 0.55% 1.291 M $ 1078 2024/03/31 -31.547 K $ -10.47 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.48% 1.135 M $ 6115 2015/12/31 189.943 K $ 21.39 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.48% 1.122 M $ 41103 2022/03/31 31.920 K $ 3.02 %
2025/09/30 FDX FEDEX CORP 0.47% 1.116 M $ 4734 2015/12/31 45.347 K $ 3.74 %
2025/09/30 FLDR FIDELITY MERRIMACK STR TR 0.47% 1.105 M $ 22006 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.47% 1.100 M $ 2480 2022/06/30 226.166 K $ 40.00 %
2025/09/30 COIN COINBASE GLOBAL INC 0.45% 1.061 M $ 3113 2024/12/31 -40.469 K $ -3.71 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.45% 1.051 M $ 3500 2025/09/30 0.000 $ 0.00 %
2025/09/30 AN AUTONATION INC 0.43% 1.006 M $ 4600 2021/06/30 92.552 K $ 10.13 %
2025/09/30 BAC BANK AMERICA CORP 0.41% 954.102 K $ 18537 2015/12/31 79.135 K $ 9.02 %
2025/09/30 NEE NEXTERA ENERGY INC 0.40% 945.632 K $ 12527 2025/09/30 0.000 $ 0.00 %
2025/09/30 OSK OSHKOSH CORP 0.40% 940.988 K $ 7255 2023/12/31 117.402 K $ 14.23 %
2025/09/30 VUG VANGUARD INDEX FDS 0.40% 938.931 K $ 1958 2025/09/30 0.000 $ 0.00 %
2025/09/30 GRID FIRST TR EXCHANGE TRADED FD 0.39% 927.303 K $ 6138 2024/09/30 59.986 K $ 8.67 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.39% 909.554 K $ 23200 2025/06/30 -51.625 K $ -9.53 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.38% 890.057 K $ 9085 2025/03/31 45.182 K $ 5.01 %
2025/09/30 AFL AFLAC INC 0.36% 843.894 K $ 7555 2015/12/31 47.143 K $ 5.92 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.33% 770.261 K $ 20260 2023/06/30 51.125 K $ 7.77 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.31% 720.877 K $ 4713 2015/12/31 -31.808 K $ -3.56 %
2025/09/30 RTX RTX CORPORATION 0.30% 711.406 K $ 4252 2024/06/30 72.517 K $ 14.60 %
2025/09/30 AMGN AMGEN INC 0.30% 707.875 K $ 2508 2015/12/31 7.492 K $ 1.07 %
2025/09/30 SBUX STARBUCKS CORP 0.29% 678.439 K $ 7989 2015/12/31 -56.162 K $ -7.67 %
2025/09/30 VYMI VANGUARD WHITEHALL FDS 0.28% 663.524 K $ 7836 2023/12/31 28.672 K $ 5.70 %
2025/09/30 TXT TEXTRON INC 0.28% 654.293 K $ 7700 2021/09/30 32.339 K $ 5.23 %
2025/09/30 HON HONEYWELL INTL INC 0.28% 651.688 K $ 3096 2015/12/31 -69.131 K $ -9.61 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.27% 626.173 K $ 2222 2020/09/30 63.529 K $ 11.30 %
2025/09/30 BCSF BAIN CAP SPECIALTY FIN INC 0.25% 591.375 K $ 41500 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPC NUVEEN PFD & INCOME OPPORTUN 0.25% 589.498 K $ 71890 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPSB SPDR SERIES TRUST 0.24% 573.004 K $ 18917 2016/03/31 1.490 K $ 0.33 %
2025/09/30 IJS ISHARES TR 0.24% 554.978 K $ 5014 2016/03/31 55.655 K $ 11.16 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.23% 550.374 K $ 1575 2019/12/31 25.571 K $ 5.23 %
2025/09/30 ERJ EMBRAER S.A. 0.23% 544.050 K $ 9000 2025/06/30 31.860 K $ 6.22 %
2025/09/30 ITT ITT INC 0.23% 536.280 K $ 3000 2023/03/31 65.789 K $ 13.98 %
2025/09/30 ABT ABBOTT LABS 0.22% 506.702 K $ 3783 2018/09/30 -7.826 K $ -1.52 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.18% 429.473 K $ 3494 2015/12/31 -16.002 K $ -3.55 %
2025/09/30 AGG ISHARES TR 0.18% 428.337 K $ 4273 2024/03/31 4.506 K $ 1.06 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.18% 422.169 K $ 456 2024/06/30 -22.122 K $ -6.50 %
2025/09/30 TJX TJX COS INC NEW 0.18% 417.671 K $ 2890 2024/06/30 59.045 K $ 17.05 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.17% 411.323 K $ 3741 2023/03/31 17.389 K $ 4.10 %
2025/09/30 LQD ISHARES TR 0.17% 411.195 K $ 3689 2024/06/30 6.988 K $ 1.70 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.17% 409.889 K $ 1659 2024/12/31 22.402 K $ 8.82 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.17% 398.680 K $ 1135 2024/03/31 50.007 K $ 13.99 %
2025/09/30 VTV VANGUARD INDEX FDS 0.17% 395.700 K $ 2122 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.17% 395.210 K $ 3835 2024/06/30 20.222 K $ 5.40 %
2025/09/30 MRK MERCK & CO INC 0.17% 392.189 K $ 4673 2017/09/30 22.275 K $ 6.03 %
2025/09/30 VXUS VANGUARD STAR FDS 0.16% 373.713 K $ 5087 2025/03/31 21.784 K $ 6.33 %
2025/09/30 NOBL PROSHARES TR 0.14% 329.824 K $ 3200 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM EXXON MOBIL CORP 0.14% 321.291 K $ 2850 2023/09/30 15.765 K $ 4.59 %
2025/09/30 DJUL FIRST TR EXCHNG TRADED FD VI 0.14% 318.320 K $ 6817 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSCO CISCO SYS INC 0.13% 315.042 K $ 4605 2023/03/31 -4.137 K $ -1.38 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.13% 313.185 K $ 2350 2025/09/30 0.000 $ 0.00 %
2025/09/30 TFLR T ROWE PRICE ETF INC 0.13% 310.202 K $ 6029 2025/09/30 0.000 $ 0.00 %
2025/09/30 EFA ISHARES TR 0.13% 308.121 K $ 3300 2025/06/30 11.144 K $ 4.45 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.13% 300.136 K $ 597 2024/03/31 10.131 K $ 3.49 %
2025/09/30 TMUS T-MOBILE US INC 0.13% 300.039 K $ 1253 2024/12/31 1.265 K $ 0.47 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.12% 290.378 K $ 1346 2023/06/30 13.610 K $ 5.44 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.12% 288.843 K $ 2334 2025/09/30 0.000 $ 0.00 %