5th Street Advisors, LLC

CIK 0001911026 · Q1 2026

13F Equity AUM

$232.2M

+8.4% QoQ

Positions

+2 QoQ

AUM Rank

#6,826

Top 55%

Skill Alpha (FF)

-5.0%/yr^ns

No Clear Edge

Rank #7,406 · Top 90%

vs S&P -7.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 44.6%Top 10: 63.6%Top 20: 88.5%

VEU17.1%

VTI8.5%

JSCP7.9%

TDTT5.6%

VTV5.5%

GQ94.3%

EMXC4.1%

SPHY3.8%

PAVE3.5%

JPST3.4%

Others (41)36.4%

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

Sector Allocation

Financial Services94.4%

Technology2.4%

Other3.2%

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

Position Sizing

Positions: 51Median: 0.68%Avg: 1.96%

0–0.5%

25(4.4%)

0.5–1%

2(1.6%)

1–3%

11(21.0%)

3–5%

8(28.4%)

5%+

5(44.6%)

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

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Portfolio Overlap

Shared: 50Unique: 1vs 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

0.9%

BANK OF AMERICA CORP /DE/

1.1%

1.6%

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

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

New6Increased21Decreased16Exited4

New Positions

EMLC3.2%

+297K

EWJ1.4%

+39K

XOM0.3%

+4K

BRK/B0.3%

+1K

NDQ0.1%

+373

ENB0.1%

+4K

Increased

TDTT5.6%

+30K(+6%)

AMLP3.1%

+23K(+21%)

VEU17.1%

+19K(+4%)

JSCP7.9%

+18K(+5%)

SPHY3.8%

+17K(+5%)

PAVE3.5%

+7K(+4%)

JPST3.4%

+6K(+4%)

XLF3.1%

+6K(+4%)

EMXC4.1%

+5K(+4%)

GQ94.3%

+3K(+16%)

Decreased

LQD2.5%

-26,504(-33%)

SPBO1.5%

-16,822(-12%)

ARTY1.6%

-1,115(-1%)

TSLA0.1%

-718(-47%)

KO0.1%

-600(-14%)

XLC2.1%

-364(-1%)

MSFT0.1%

-266(-27%)

SMH1.8%

-244(-2%)

NVDA0.3%

-197(-5%)

AMZN0.1%

-106(-8%)

Exited

HOOD

-2,000

Holdings

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