HoldingsChannel.com
South Street Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 62,965 -10,004 $16,011
     AAPL62,965-10,004$16,011
WEC ENERGY GROUP INC 176,302 -1,209 $15,537
     WEC176,302-1,209$15,537
VISA INC 93,695 -2,100 $15,096
     V93,695-2,100$15,096
NVIDIA CORP 54,815 +7,767 $14,449
     NVDA54,815+7,767$14,449
FACEBOOK INC 84,448 -2,821 $14,086
     FB84,448-2,821$14,086
LILLY ELI & CO 98,577 -587 $13,675
     LLY98,577-587$13,675
ADOBE INC 42,612 -1,858 $13,561
     ADBE42,612-1,858$13,561
SALESFORCE COM INC 90,796 -1,639 $13,073
     CRM90,796-1,639$13,073
ALPHABET INC 11,068 -298 $12,860
     GOOGL11,068-298$12,860
LOCKHEED MARTIN CORP 37,928 -2,646 $12,856
     LMT37,928-2,646$12,856
TJX COS INC NEW 263,740 -5,755 $12,609
     TJX263,740-5,755$12,609
PAYPAL HLDGS INC 122,769 -2,202 $11,754
     PYPL122,769-2,202$11,754
MICROSOFT CORP 70,839 +45,369 $11,172
     MSFT70,839+45,369$11,172
CANADIAN PAC RY LTD 48,531 +9 $10,657
     CP48,531+9$10,657
BLACKSTONE GROUP INC 232,917 +3,397 $10,614
     BX232,917+3,397$10,614
BOSTON SCIENTIFIC CORP 324,323 -8,650 $10,583
     BSX324,323-8,650$10,583
AVERY DENNISON CORP 101,690 +1,121 $10,359
     AVY101,690+1,121$10,359
ALLSTATE CORP 110,900 -1,925 $10,173
     ALL110,900-1,925$10,173
PRA HEALTH SCIENCES INC 112,900 -1,051 $9,375
     PRAH112,900-1,051$9,375
AMPHENOL CORP NEW 121,460 +470 $8,852
     APH121,460+470$8,852
BHP GROUP LTD 240,090 -3,620 $8,809
     BHP240,090-3,620$8,809
DISCOVERY INC 420,640 +18,530 $8,177
     DISCA420,640+18,530$8,177
MASTEC INC 222,400 +320 $7,279
     MTZ222,400+320$7,279
MASTERCARD INC 26,480 +2,361 $6,397
     MA26,480+2,361$6,397
ALLERGAN PLC 23,598 UNCH $4,179
     AGN23,598UNCH$4,179
MGM GROWTH PPTYS LLC 155,810 +80,850 $3,688
     MGP155,810+80,850$3,688
NISOURCE INC 100,975 +9,470 $2,521
     NI100,975+9,470$2,521
EATON CORP PLC 23,300 -1,120 $1,810
     ETN23,300-1,120$1,810
CISCO SYS INC 31,545 UNCH $1,240
     CSCO31,545UNCH$1,240
JOHNSON & JOHNSON 8,729 -48 $1,145
     JNJ8,729-48$1,145
CHEVRON CORP NEW 15,252 -588 $1,105
     CVX15,252-588$1,105
COCA COLA CO 22,140 +17,740 $980
     KO22,140+17,740$980
ABBVIE INC 12,790 UNCH $974
     ABBV12,790UNCH$974
MCDONALDS CORP 5,030 UNCH $832
     MCD5,030UNCH$832
SEAGATE TECHNOLOGY PLC 14,220 UNCH $694
     STX14,220UNCH$694
CEDAR FAIR L P 31,990 UNCH $587
     FUN31,990UNCH$587
COSTCO WHSL CORP NEW 2,025 UNCH $577
     COST2,025UNCH$577
BERKSHIRE HATHAWAY INC DEL      $528
     BRK.B2,890UNCH$528
DISNEY WALT CO 4,710 UNCH $455
     DIS4,710UNCH$455
AMERICAN ELEC PWR CO INC 5,520 UNCH $441
     AEP5,520UNCH$441
MAGELLAN MIDSTREAM PRTNRS LP 10,980 UNCH $401
     MMP10,980UNCH$401
INTEL CORP 5,882 -68 $318
     INTC5,882-68$318
PEPSICO INC 2,530 +900 $304
     PEP2,530+900$304
ZOETIS INC 2,395 UNCH $282
     ZTS2,395UNCH$282
DANAHER CORPORATION 2,000 UNCH $277
     DHR2,000UNCH$277
ALPHABET INC 234 UNCH $272
     GOOG234UNCH$272
MERCK & CO. INC 3,410 UNCH $262
     MRK3,410UNCH$262
PROGRESSIVE CORP OHIO 3,500 UNCH $258
     PGR3,500UNCH$258
AMAZON COM INC 129 -2 $252
     AMZN129-2$252
NORFOLK SOUTHERN CORP 1,700 UNCH $248
     NSC1,700UNCH$248

See Full List: All Stocks Held By South Street Advisors LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By South Street Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $303,755
At 12/31/2019: $386,211

South Street Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from South Street Advisors LLC 13F filings. Link to 13F filings: SEC filings

South Street Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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