HoldingsChannel.com
South Street Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 75,171 -1,105 $16,836
     AAPL75,171-1,105$16,836
WEC ENERGY GROUP INC 175,055 +530 $16,648
     WEC175,055+530$16,648
VISA INC 96,193 +450 $16,546
     V96,193+450$16,546
LOCKHEED MARTIN CORP 41,160 -318 $16,055
     LMT41,160-318$16,055
FACEBOOK INC 86,953 +270 $15,485
     FB86,953+270$15,485
MASTEC INC 219,770 +485 $14,270
     MTZ219,770+485$14,270
ALPHABET INC 11,424 -150 $13,950
     GOOGL11,424-150$13,950
TJX COS INC NEW 245,770 -340 $13,699
     TJX245,770-340$13,699
SALESFORCE COM INC 92,127 +380 $13,675
     CRM92,127+380$13,675
BOSTON SCIENTIFIC CORP 319,970 -1,370 $13,020
     BSX319,970-1,370$13,020
PAYPAL HLDGS INC 119,465 +2,050 $12,375
     PYPL119,465+2,050$12,375
ALLSTATE CORP 109,815 +1,790 $11,935
     ALL109,815+1,790$11,935
ADOBE INC 42,951 +290 $11,865
     ADBE42,951+290$11,865
AVERY DENNISON CORP 99,655 +99,655 $11,318
     AVY99,655+99,655$11,318
AMPHENOL CORP NEW 116,355 +240 $11,228
     APH116,355+240$11,228
PRA HEALTH SCIENCES INC 111,720 +1,580 $11,086
     PRAH111,720+1,580$11,086
LILLY ELI & CO 98,750 +610 $11,043
     LLY98,750+610$11,043
BHP GROUP LTD 217,050 +9,940 $10,718
     BHP217,050+9,940$10,718
CANADIAN PAC RY LTD 47,104 +2,820 $10,479
     CP47,104+2,820$10,479
RAYMOND JAMES FINANCIAL INC 124,695 +1,085 $10,282
     RJF124,695+1,085$10,282
PHILLIPS 66 97,722 +2,460 $10,007
     PSX97,722+2,460$10,007
CRACKER BARREL OLD CTRY STOR 61,125 +6,060 $9,942
     CBRL61,125+6,060$9,942
EXXON MOBIL CORP 123,771 +97,918 $8,739
     XOM123,771+97,918$8,739
NVIDIA CORP 44,093 +375 $7,675
     NVDA44,093+375$7,675
DISCOVERY INC 227,340 +100,350 $6,054
     DISCA227,340+100,350$6,054
MASTERCARD INC 19,400 +3,370 $5,268
     MA19,400+3,370$5,268
ALLERGAN PLC 23,838 -684 $4,012
     AGN23,838-684$4,012
MICROSOFT CORP 26,460 -70 $3,679
     MSFT26,460-70$3,679
NISOURCE INC 70,380 +19,130 $2,106
     NI70,380+19,130$2,106
U S CONCRETE INC 37,460 -1,620 $2,071
     USCR37,460-1,620$2,071
CEDAR FAIR L P 32,390 UNCH $1,890
     FUN32,390UNCH$1,890
EATON CORP PLC 19,120 UNCH $1,590
     ETN19,120UNCH$1,590
CISCO SYS INC 29,545 UNCH $1,460
     CSCO29,545UNCH$1,460
MGM GROWTH PPTYS LLC 48,460 +2,340 $1,456
     MGP48,460+2,340$1,456
MCDONALDS CORP 5,310 UNCH $1,140
     MCD5,310UNCH$1,140
JOHNSON & JOHNSON 8,777 UNCH $1,136
     JNJ8,777UNCH$1,136
CHEVRON CORP NEW 8,980 UNCH $1,065
     CVX8,980UNCH$1,065
ABBVIE INC 12,790 UNCH $968
     ABBV12,790UNCH$968
MAGELLAN MIDSTREAM PRTNRS LP 12,980 UNCH $860
     MMP12,980UNCH$860
SEAGATE TECHNOLOGY PLC 12,540 UNCH $675
     STX12,540UNCH$675
BOEING CO 1,637 UNCH $623
     BA1,637UNCH$623
DISNEY WALT CO 4,710 UNCH $614
     DIS4,710UNCH$614
BERKSHIRE HATHAWAY INC DEL      $601
     BRK.B2,890UNCH$601
COSTCO WHSL CORP NEW 2,025 UNCH $583
     COST2,025UNCH$583
ENTERPRISE PRODS PARTNERS L 20,178 +1,640 $577
     EPD20,178+1,640$577
AMERICAN ELEC PWR CO INC 5,520 UNCH $517
     AEP5,520UNCH$517
ALTRIA GROUP INC 8,700 UNCH $356
     MO8,700UNCH$356
MERCK & CO INC 4,110 +4,110 $346
     MRK4,110+4,110$346
LINDE PLC 1,629 UNCH $316
     LIN1,629UNCH$316
INTEL CORP 5,950 UNCH $307
     INTC5,950UNCH$307

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

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

Size ($ in 1000's)
At 09/30/2019: $342,953
At 06/30/2019: $335,823

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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