South Shore Capital Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, South Shore Capital Advisors held in its portfolio 130 assets valued at $136,845,031 (i.e. $136.85M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($11.99M), ALPHABET INC ($9.17M), and ISHARES TR ($8.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 130 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
South Shore Capital Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 17585 | 11991310 | TR UNIT |
| ALPHABET INC | 29310 | 9174157 | CAP STK CL A |
| ISHARES TR | 49801 | 8363570 | CORE S&P US GWT |
| MICROSOFT CORP | 13080 | 6325741 | COM |
| APPLE INC | 18964 | 5155581 | COM |
| VISA INC | 11905 | 4175045 | COM CL A |
| SPDR SERIES TRUST | 57783 | 3889367 | STATE STREET SPD |
| SPDR GOLD TR | 9750 | 3864022 | GOLD SHS |
| BROADCOM INC | 10711 | 3707149 | COM |
| INVESCO QQQ TR | 5962 | 3662233 | UNIT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 23302 | 3286980 | TT WRLD ST ETF |
| JOHNSON & JOHNSON | 13701 | 2835436 | COM |
| AMERICAN EXPRESS CO | 7527 | 2784613 | COM |
| WILLIS TOWERS WATSON PLC LTD | 8076 | 2653774 | SHS |
| ALPHABET INC | 8020 | 2516578 | CAP STK CL C |
| AMAZON COM INC | 10733 | 2477391 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4751 | 2388090 | CL B NEW |
| META PLATFORMS INC | 3618 | 2387944 | CL A |
| CAPITAL ONE FINL CORP | 7731 | 1873686 | COM |
| NVIDIA CORPORATION | 9492 | 1770316 | COM |
| HOME DEPOT INC | 4004 | 1377893 | COM |
| ASML HOLDING N V | 1156 | 1238397 | N Y REGISTRY SHS |
| JPMORGAN CHASE & CO. | 3595 | 1158484 | COM |
| WILLIAMS COS INC | 18851 | 1133154 | COM |
| ISHARES INC | 13217 | 1067148 | MSCI JAPAN ETF |
| WALMART INC | 9235 | 1028842 | COM |
| MASTERCARD INCORPORATED | 1723 | 983892 | CL A |
| AUTOZONE INC | 290 | 983535 | COM |
| CAVCO INDS INC DEL | 1620 | 956999 | COM |
| UNION PAC CORP | 3985 | 921810 | COM |
| SELECT SECTOR SPDR TR | 11370 | 883222 | STATE STREET CON |
| ISHARES GOLD TR | 10566 | 857642 | ISHARES NEW |
| ISHARES INC | 11980 | 805278 | CORE MSCI EMKT |
| RENAISSANCERE HLDGS LTD | 2783 | 782468 | COM |
| SELECT SECTOR SPDR TR | 17850 | 762017 | STATE STREET UTI |
| BANK NEW YORK MELLON CORP | 6350 | 737172 | COM |
| NOKIA CORP | 113711 | 735710 | SPONSORED ADR |
| CRANE COMPANY | 3893 | 718044 | COMMON STOCK |
| NEXTERA ENERGY INC | 8509 | 683102 | COM |
| VANGUARD INTL EQUITY INDEX F | 8070 | 674733 | FTSE EUROPE ETF |
| CROWDSTRIKE HLDGS INC | 1420 | 665639 | CL A |
| NOVARTIS AG | 4565 | 629348 | SPONSORED ADR |
| MICRON TECHNOLOGY INC | 2186 | 623906 | COM |
| ISHARES TR | 6656 | 619806 | MSCI AC ASIA ETF |
| GLOBAL X FDS | 9500 | 616170 | LITHIUM BTRY ETF |
| TIDAL TRUST III | 14755 | 612564 | IMPACT SHARES WO |
| WISDOMTREE TR | 4160 | 599706 | JAPN HEDGE EQT |
| QUALCOMM INC | 3381 | 578237 | COM |
| T-MOBILE US INC | 2844 | 577445 | COM |
| ISHARES TR | 6450 | 576977 | CORE MSCI EAFE |
| ISHARES TR | 840 | 575365 | CORE S&P500 ETF |
| TRANE TECHNOLOGIES PLC | 1466 | 570438 | SHS |
| APPLIED MATLS INC | 2202 | 565827 | COM |
| MERITAGE HOMES CORP | 8257 | 543311 | COM |
| BANK AMERICA CORP | 9491 | 521983 | COM |
| TRUIST FINL CORP | 10592 | 521233 | COM |
| CELESTICA INC | 1734 | 512588 | COM |
| ON HLDG AG | 10950 | 508956 | NAMEN AKT A |
| BLACKSTONE INC | 3267 | 503575 | COM |
| GLOBAL X FDS | 7000 | 502530 | GLOBAL X COPPER |
| UNILEVER PLC | 7310 | 478074 | SPON ADR NEW |
| TIDAL TRUST III | 9495 | 467819 | NAACP MINO ETF |
| PEPSICO INC | 3196 | 458690 | COM |
| CATERPILLAR INC | 794 | 454859 | COM |
| PUBLIC STORAGE OPER CO | 1732 | 449496 | COM |
| KINROSS GOLD CORP | 15500 | 436480 | COM |
| ADOBE INC | 1224 | 428388 | COM |
| SALESFORCE INC | 1613 | 427300 | COM |
| VANGUARD INDEX FDS | 2009 | 425436 | SM CP VAL ETF |
| SERVICENOW INC | 2775 | 425102 | COM |
| ISHARES INC | 12000 | 411240 | MSCI GLB SLV&MTL |
| CSX CORP | 11175 | 405094 | COM |
| CORNING INC | 4600 | 402776 | COM |
| MERCADOLIBRE INC | 193 | 388753 | COM |
| SUN CMNTYS INC | 3083 | 382015 | COM |
| WASTE MGMT INC DEL | 1727 | 379439 | COM |
| ISHARES INC | 9000 | 363600 | MSCI CHILE ETF |
| RUBRIK INC. | 4538 | 347066 | CL A |
| COCA COLA CO | 4940 | 345355 | COM |
| EXPEDITORS INTL WASH INC | 2279 | 339594 | COM |
| TESLA INC | 754 | 339089 | COM |
| ISHARES TR | 3187 | 336838 | EXPANDED TECH |
| MANULIFE FINL CORP | 9208 | 334163 | COM |
| CME GROUP INC | 1220 | 333158 | COM |
| ROCKWELL AUTOMATION INC | 850 | 330710 | COM |
| BXP INC | 4900 | 330657 | COM |
| SONY GROUP CORP | 12834 | 328550 | SPONSORED ADR |
| CISCO SYS INC | 4262 | 328302 | COM |
| INTUITIVE SURGICAL INC | 575 | 325657 | COM NEW |
| RTX CORPORATION | 1749 | 320704 | COM |
| EA SERIES TRUST | 6255 | 320694 | FREEDOM 100 EM |
| ORACLE CORP | 1599 | 311661 | COM |
| GILEAD SCIENCES INC | 2526 | 310041 | COM |
| APPLOVIN CORP | 454 | 305914 | COM CL A |
| MILLICOM INTL CELLULAR S A | 5500 | 304920 | COM STK |
| SAP SE | 1254 | 304609 | SPON ADR |
| ISHARES TR | 3124 | 299998 | MSCI EAFE ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 8000 | 292800 | HEALTH CARE ETF |
| PROCURE ETF TRUST II | 7500 | 289875 | SPACE ETF |
| WATTS WATER TECHNOLOGIES INC | 1050 | 289821 | CL A |
| CARETRUST REIT INC | 8000 | 289280 | COM |
| ASTRAZENECA PLC | 3099 | 284891 | SPONSORED ADR |
| ECOLAB INC | 1080 | 283522 | COM |
| WEBSTER FINL CORP | 4504 | 283466 | COM |
| FEDEX CORP | 958 | 276728 | COM |
| RLI CORP | 4290 | 274474 | COM |
| ISHARES INC | 5000 | 269650 | MSCI CDA ETF |
| ISHARES TR | 1580 | 266708 | ISHARES BIOTECH |
| FORTINET INC | 3350 | 266024 | COM |
| SCHWAB STRATEGIC TR | 9833 | 264606 | US LRG CAP ETF |
| ETF SER SOLUTIONS | 9000 | 252630 | US GLB JETS |
| J P MORGAN EXCHANGE TRADED F | 4362 | 249706 | EQUITY PREMIUM |
| TAIWAN SEMICONDUCTOR MFG LTD | 815 | 247670 | SPONSORED ADS |
| AUTOMATIC DATA PROCESSING IN | 961 | 247198 | COM |
| XYLEM INC | 1800 | 245124 | COM |
| CARNIVAL CORP | 8000 | 244320 | UNIT 99/99/9999 |
| BROOKFIELD RENEWABLE CORP | 6085 | 233299 | CL A EX SUB VTG |
| DEERE & CO | 500 | 232785 | COM |
| FIRST SOLAR INC | 889 | 232233 | COM |
| DANAHER CORPORATION | 1012 | 231667 | COM |
| ALIBABA GROUP HLDG LTD | 1545 | 226466 | SPONSORED ADS |
| VERISK ANALYTICS INC | 1000 | 223690 | COM |
| PROGRESSIVE CORP | 970 | 220888 | COM |
| ELI LILLY & CO | 190 | 204189 | COM |
| ARK ETF TR | 2649 | 203738 | INNOVATION ETF |
| ISHARES TR | 3017 | 202545 | MSCI ACWI EX US |
| ISHARES BITCOIN TRUST ETF | 4066 | 201877 | SHS BEN INT |
| MARTIN MARIETTA MATLS INC | 323 | 201119 | COM |
| NUVEEN NEW YORK QLT MUN INC | 17335 | 195192 | COM |
| BLEND LABS INC | 12000 | 36480 | CL A |
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