South Shore Capital Advisors
Latest statistics and disclosures from South Shore Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GOOGL, IUSG, MSFT, AAPL, and represent 29.97% of South Shore Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$9.7M), IUSG (+$5.6M), GLD, VT, AVGO, AXP, META, COF, NVDA, AMZN.
- Started 100 new stock positions in MELI, CTRE, JETS, APP, GILD, UFO, CAT, DHR, JPM, FSLR.
- Reduced shares in these 10 stocks: MSFT, PFE, , AZO, AAPL, APD, VZ, ADBE, LULU, KLAC.
- Sold out of its positions in APD, AMT, AMSF, DSU, RQI, DEO, DIS, Duck Creek Technologies, ERIC, FIS.
- South Shore Capital Advisors was a net buyer of stock by $68M.
- South Shore Capital Advisors has $137M in assets under management (AUM), dropping by 218.64%.
- Central Index Key (CIK): 0001852993
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Portfolio Holdings for South Shore Capital Advisors
South Shore Capital Advisors holds 136 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.8 | $12M | +431% | 18k | 681.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $9.2M | +9% | 29k | 313.00 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 6.1 | $8.4M | +207% | 50k | 167.94 |
|
| Microsoft Corporation (MSFT) | 4.6 | $6.3M | -13% | 13k | 483.62 |
|
| Apple (AAPL) | 3.8 | $5.2M | -12% | 19k | 271.86 |
|
| Visa Com Cl A (V) | 3.1 | $4.2M | +42% | 12k | 350.70 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.8 | $3.9M | NEW | 9.8k | 396.31 |
|
| Broadcom (AVGO) | 2.7 | $3.7M | +593% | 11k | 346.11 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $3.7M | +30% | 6.0k | 614.26 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.4 | $3.3M | NEW | 23k | 141.06 |
|
| Johnson & Johnson (JNJ) | 2.1 | $2.8M | +16% | 14k | 206.95 |
|
| American Express Company (AXP) | 2.0 | $2.8M | NEW | 7.5k | 369.95 |
|
| Willis Towers Watson SHS (WTW) | 1.9 | $2.7M | +122% | 8.1k | 328.60 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.5M | +44% | 8.0k | 313.79 |
|
| Amazon (AMZN) | 1.8 | $2.5M | +176% | 11k | 230.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $2.4M | +79% | 4.8k | 502.65 |
|
| Meta Platforms Cl A (META) | 1.7 | $2.4M | NEW | 3.6k | 660.02 |
|
| Capital One Financial (COF) | 1.4 | $1.9M | NEW | 7.7k | 242.36 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $1.8M | NEW | 9.5k | 186.51 |
|
| Home Depot (HD) | 1.0 | $1.4M | +158% | 4.0k | 344.13 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.9 | $1.3M | NEW | 27k | 46.86 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $1.2M | NEW | 1.2k | 1071.77 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.2M | NEW | 3.6k | 322.25 |
|
| Williams Companies (WMB) | 0.8 | $1.1M | NEW | 19k | 60.11 |
|
| Ishares Msci Japan Etf (EWJ) | 0.8 | $1.1M | +144% | 13k | 80.74 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.0M | +106% | 9.2k | 111.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $984k | NEW | 1.7k | 571.03 |
|
| AutoZone (AZO) | 0.7 | $984k | -43% | 290.00 | 3391.50 |
|
| Cavco Industries (CVCO) | 0.7 | $957k | -18% | 1.6k | 590.74 |
|
| Union Pacific Corporation (UNP) | 0.7 | $922k | 4.0k | 231.32 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.6 | $883k | NEW | 11k | 77.68 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $858k | NEW | 11k | 81.17 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $805k | NEW | 12k | 67.22 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.6 | $783k | -19% | 2.8k | 281.16 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.6 | $762k | +127% | 18k | 42.69 |
|
| Bank of New York Mellon Corporation (BK) | 0.5 | $737k | NEW | 6.4k | 116.09 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.5 | $736k | NEW | 114k | 6.47 |
|
| Crane Company Common Stock (CR) | 0.5 | $718k | NEW | 3.9k | 184.44 |
|
| Nextera Energy (NEE) | 0.5 | $683k | +54% | 8.5k | 80.28 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $675k | NEW | 8.1k | 83.61 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $666k | NEW | 1.4k | 468.76 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $629k | NEW | 4.6k | 137.86 |
|
| Micron Technology (MU) | 0.5 | $624k | NEW | 2.2k | 285.41 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.5 | $620k | NEW | 6.7k | 93.12 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.5 | $616k | NEW | 9.5k | 64.86 |
|
| Tidal Trust Iii Impact Shares Wo (WOMN) | 0.4 | $613k | -10% | 15k | 41.52 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $600k | -17% | 4.2k | 144.16 |
|
| Qualcomm (QCOM) | 0.4 | $578k | -41% | 3.4k | 171.03 |
|
| Metropcs Communications (TMUS) | 0.4 | $577k | NEW | 2.8k | 203.04 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $577k | NEW | 6.5k | 89.45 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $575k | +30% | 840.00 | 684.96 |
|
| Trane Technologies SHS (TT) | 0.4 | $570k | NEW | 1.5k | 389.11 |
|
| Applied Materials (AMAT) | 0.4 | $566k | NEW | 2.2k | 256.96 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.4 | $549k | NEW | 4.5k | 121.93 |
|
| Meritage Homes Corporation (MTH) | 0.4 | $543k | +110% | 8.3k | 65.80 |
|
| Bank of America Corporation (BAC) | 0.4 | $522k | NEW | 9.5k | 55.00 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $521k | NEW | 11k | 49.21 |
|
| Spdr Series Trust State Street Spd (SHE) | 0.4 | $520k | +31% | 3.9k | 132.07 |
|
| Celestica (CLS) | 0.4 | $513k | NEW | 1.7k | 295.61 |
|
| On Hldg Namen Akt A (ONON) | 0.4 | $509k | NEW | 11k | 46.48 |
|
| Spdr Series Trust State Street Spd (KBE) | 0.4 | $508k | NEW | 8.4k | 60.69 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $504k | NEW | 3.3k | 154.14 |
|
| Global X Fds Global X Copper (COPX) | 0.4 | $503k | NEW | 7.0k | 71.79 |
|
| Unilever Spon Adr New (UL) | 0.3 | $478k | NEW | 7.3k | 65.40 |
|
| Tidal Trust Iii Naacp Mino Etf (NACP) | 0.3 | $468k | 9.5k | 49.27 |
|
|
| Pepsi (PEP) | 0.3 | $459k | +126% | 3.2k | 143.52 |
|
| Caterpillar (CAT) | 0.3 | $455k | NEW | 794.00 | 572.87 |
|
| Public Storage (PSA) | 0.3 | $450k | NEW | 1.7k | 259.52 |
|
| Kinross Gold Corp (KGC) | 0.3 | $437k | NEW | 16k | 28.16 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $428k | -56% | 1.2k | 349.99 |
|
| salesforce (CRM) | 0.3 | $427k | NEW | 1.6k | 264.91 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $425k | -21% | 2.0k | 211.77 |
|
| Servicenow (NOW) | 0.3 | $425k | NEW | 2.8k | 153.19 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $419k | NEW | 7.4k | 56.81 |
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.3 | $411k | NEW | 12k | 34.27 |
|
| CSX Corporation (CSX) | 0.3 | $405k | NEW | 11k | 36.25 |
|
| Corning Incorporated (GLW) | 0.3 | $403k | NEW | 4.6k | 87.56 |
|
| MercadoLibre (MELI) | 0.3 | $389k | NEW | 193.00 | 2014.26 |
|
| Sun Communities (SUI) | 0.3 | $382k | -26% | 3.1k | 123.91 |
|
| Waste Management (WM) | 0.3 | $379k | NEW | 1.7k | 219.71 |
|
| Ishares Msci Chile Etf (ECH) | 0.3 | $364k | NEW | 9.0k | 40.40 |
|
| Rubrik Cl A (RBRK) | 0.3 | $347k | NEW | 4.5k | 76.48 |
|
| Coca-Cola Company (KO) | 0.3 | $345k | NEW | 4.9k | 69.91 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $340k | NEW | 2.3k | 149.01 |
|
| Tesla Motors (TSLA) | 0.2 | $339k | -51% | 754.00 | 449.72 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.2 | $338k | NEW | 1.4k | 241.24 |
|
| Ishares Tr Expanded Tech (IGV) | 0.2 | $337k | NEW | 3.2k | 105.69 |
|
| Manulife Finl Corp (MFC) | 0.2 | $334k | NEW | 9.2k | 36.29 |
|
| Cme (CME) | 0.2 | $333k | NEW | 1.2k | 273.08 |
|
| Rockwell Automation (ROK) | 0.2 | $331k | NEW | 850.00 | 389.07 |
|
| Boston Properties (BXP) | 0.2 | $331k | NEW | 4.9k | 67.48 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $329k | NEW | 13k | 25.60 |
|
| Cisco Systems (CSCO) | 0.2 | $328k | NEW | 4.3k | 77.03 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $326k | NEW | 575.00 | 566.36 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $321k | NEW | 1.7k | 183.36 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.2 | $321k | NEW | 6.3k | 51.27 |
|
| Oracle Corporation (ORCL) | 0.2 | $312k | NEW | 1.6k | 194.91 |
|
| Gilead Sciences (GILD) | 0.2 | $310k | NEW | 2.5k | 122.74 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $306k | NEW | 454.00 | 673.82 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.2 | $305k | NEW | 5.5k | 55.44 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $305k | NEW | 1.3k | 242.91 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $300k | NEW | 3.1k | 96.03 |
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.2 | $293k | NEW | 8.0k | 36.60 |
|
| Procure Etf Trust Ii Space Etf (UFO) | 0.2 | $290k | NEW | 7.5k | 38.65 |
|
| Watts Water Technologies Cl A (WTS) | 0.2 | $290k | NEW | 1.1k | 276.02 |
|
| Caretrust Reit (CTRE) | 0.2 | $289k | NEW | 8.0k | 36.16 |
|
| Spdr Series Trust State Street Spd (SPYX) | 0.2 | $285k | NEW | 5.1k | 56.19 |
|
| Astrazeneca Sponsored Adr | 0.2 | $285k | NEW | 3.1k | 91.93 |
|
| Ecolab (ECL) | 0.2 | $284k | NEW | 1.1k | 262.52 |
|
| Webster Financial Corporation (WBS) | 0.2 | $284k | NEW | 4.5k | 62.94 |
|
| FedEx Corporation (FDX) | 0.2 | $277k | NEW | 958.00 | 288.86 |
|
| Rli (RLI) | 0.2 | $275k | NEW | 4.3k | 63.98 |
|
| Ishares Msci Cda Etf (EWC) | 0.2 | $270k | NEW | 5.0k | 53.93 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $267k | -62% | 1.6k | 168.80 |
|
| Fortinet (FTNT) | 0.2 | $266k | NEW | 3.4k | 79.41 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $265k | +102% | 9.8k | 26.91 |
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.2 | $253k | NEW | 9.0k | 28.07 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $250k | NEW | 4.4k | 57.25 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $248k | NEW | 815.00 | 303.89 |
|
| Automatic Data Processing (ADP) | 0.2 | $247k | NEW | 961.00 | 257.23 |
|
| Xylem (XYL) | 0.2 | $245k | NEW | 1.8k | 136.18 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $244k | NEW | 8.0k | 30.54 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $233k | NEW | 6.1k | 38.34 |
|
| Deere & Company (DE) | 0.2 | $233k | NEW | 500.00 | 465.57 |
|
| First Solar (FSLR) | 0.2 | $232k | NEW | 889.00 | 261.23 |
|
| Danaher Corporation (DHR) | 0.2 | $232k | NEW | 1.0k | 228.92 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $227k | NEW | 1.5k | 146.58 |
|
| Verisk Analytics (VRSK) | 0.2 | $224k | NEW | 1.0k | 223.69 |
|
| Progressive Corporation (PGR) | 0.2 | $221k | NEW | 970.00 | 227.72 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $204k | NEW | 190.00 | 1074.68 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $204k | NEW | 2.6k | 76.91 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $203k | NEW | 3.0k | 67.13 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $202k | NEW | 4.1k | 49.65 |
|
| Martin Marietta Materials (MLM) | 0.1 | $201k | NEW | 323.00 | 622.66 |
|
| Nuveen Ny Divid Advntg Mun F (NAN) | 0.1 | $195k | NEW | 17k | 11.26 |
|
| Blend Labs Cl A (BLND) | 0.0 | $37k | NEW | 12k | 3.04 |
|
Past Filings by South Shore Capital Advisors
SEC 13F filings are viewable for South Shore Capital Advisors going back to 2020
- South Shore Capital Advisors 2025 Q4 filed Jan. 21, 2026
- South Shore Capital Advisors 2022 Q2 restated filed Oct. 17, 2022
- South Shore Capital Advisors 2022 Q3 filed Oct. 17, 2022
- South Shore Capital Advisors 2022 Q2 filed July 18, 2022
- South Shore Capital Advisors 2022 Q1 filed April 19, 2022
- South Shore Capital Advisors 2021 Q4 filed Feb. 11, 2022
- South Shore Capital Advisors 2021 Q3 filed Oct. 19, 2021
- South Shore Capital Advisors 2021 Q2 filed July 29, 2021
- South Shore Capital Advisors 2021 Q1 filed May 7, 2021
- South Shore Capital Advisors 2020 Q4 filed April 13, 2021