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 26.51% of South Shore Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVS, UBS, ASML, DBA, SPDW, OIH, TJX, HSBC, STRL, KLAC.
- Started 34 new stock positions in LIN, OIH, FLS, AWK, UBS, MDLZ, WAT, SCHA, LRCX, DBA.
- Reduced shares in these 10 stocks: GOOGL, AAXJ, , BAC, TFC, MU, CLS, COPX, KGC, .
- Sold out of its positions in ARKK, ADBE, BABA, APP, ADP, BAC, BLND, BXP, CLS, DHR.
- South Shore Capital Advisors was a net buyer of stock by $5.7M.
- South Shore Capital Advisors has $137M in assets under management (AUM), dropping by -0.07%.
- Central Index Key (CIK): 0001852993
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Portfolio Holdings for South Shore Capital Advisors
South Shore Capital Advisors holds 139 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 8.4 | $11M | 18k | 650.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $7.8M | -7% | 27k | 287.56 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 5.6 | $7.7M | 50k | 155.11 |
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| Microsoft Corporation (MSFT) | 3.5 | $4.7M | -2% | 13k | 370.18 |
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| Apple (AAPL) | 3.4 | $4.6M | -4% | 18k | 253.80 |
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| Novartis Sponsored Adr (NVS) | 3.3 | $4.5M | +552% | 30k | 150.76 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.1 | $4.3M | +2% | 10k | 430.29 |
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| Johnson & Johnson (JNJ) | 2.5 | $3.4M | 14k | 244.43 |
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| Visa Com Cl A (V) | 2.4 | $3.3M | -7% | 11k | 302.24 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.4 | $3.3M | +2% | 6.1k | 532.66 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.4 | $3.2M | 23k | 138.32 |
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| Broadcom (AVGO) | 2.3 | $3.1M | -5% | 10k | 309.50 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.8 | $2.5M | +75% | 2.0k | 1243.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $2.3M | 8.0k | 286.85 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $2.3M | 4.7k | 479.20 |
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| Willis Towers Watson SHS (WTW) | 1.7 | $2.3M | -3% | 7.8k | 290.70 |
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| Ubs Group SHS (UBS) | 1.6 | $2.2M | NEW | 57k | 38.24 |
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| American Express Company (AXP) | 1.6 | $2.2M | -4% | 7.2k | 302.48 |
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| Amazon (AMZN) | 1.4 | $1.9M | -13% | 9.3k | 208.27 |
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| Meta Platforms Cl A (META) | 1.4 | $1.9M | -8% | 3.3k | 572.08 |
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| NVIDIA Corporation (NVDA) | 1.1 | $1.5M | -7% | 8.8k | 174.41 |
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| Ishares Msci Japan Etf (EWJ) | 1.1 | $1.5M | +36% | 18k | 84.44 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.0 | $1.3M | +2% | 28k | 48.32 |
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| Home Depot (HD) | 1.0 | $1.3M | 4.0k | 328.92 |
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| Williams Companies (WMB) | 1.0 | $1.3M | -4% | 18k | 72.78 |
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| Capital One Financial (COF) | 0.9 | $1.3M | -10% | 6.9k | 182.43 |
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| Wal-Mart Stores (WMT) | 0.9 | $1.2M | +2% | 9.4k | 124.29 |
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| AutoZone (AZO) | 0.7 | $1.0M | +3% | 301.00 | 3377.78 |
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| Union Pacific Corporation (UNP) | 0.7 | $998k | +3% | 4.1k | 242.62 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $978k | -7% | 3.3k | 294.16 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $937k | 11k | 88.16 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $936k | +8% | 1.9k | 499.55 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.7 | $915k | 11k | 81.98 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.7 | $903k | +10% | 20k | 45.89 |
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| Nokia Corp Sponsored Adr (NOK) | 0.6 | $878k | -3% | 109k | 8.04 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.6 | $877k | +6% | 3.0k | 297.23 |
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| Cavco Industries (CVCO) | 0.6 | $831k | +5% | 1.7k | 484.29 |
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| Nextera Energy (NEE) | 0.6 | $803k | 8.6k | 92.88 |
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| Applied Materials (AMAT) | 0.6 | $756k | 2.2k | 341.76 |
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| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.5 | $738k | NEW | 27k | 27.32 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $707k | +6% | 8.6k | 82.43 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.5 | $701k | NEW | 15k | 45.65 |
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| Crane Company Common Stock (CR) | 0.5 | $635k | -4% | 3.7k | 171.02 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $618k | -26% | 8.9k | 69.75 |
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| Sap Se Spon Adr (SAP) | 0.4 | $606k | +185% | 3.6k | 169.61 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.4 | $606k | NEW | 1.5k | 404.21 |
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| Trane Technologies SHS (TT) | 0.4 | $606k | 1.5k | 416.64 |
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| Tidal Trust Iii Impact Shares Wo (WOMN) | 0.4 | $584k | 15k | 39.58 |
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| TJX Companies (TJX) | 0.4 | $567k | NEW | 3.6k | 159.70 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.4 | $565k | NEW | 6.9k | 82.49 |
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| Caterpillar (CAT) | 0.4 | $552k | 779.00 | 708.46 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $534k | -3% | 1.4k | 390.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $522k | -10% | 5.8k | 90.52 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.4 | $521k | -26% | 7.0k | 74.35 |
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| Unilever Spon Adr New (UL) | 0.4 | $513k | +23% | 9.1k | 56.66 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $508k | -7% | 778.00 | 652.81 |
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| Spdr Series Trust State Street Spd (SHE) | 0.4 | $508k | 4.0k | 127.81 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.4 | $505k | +47% | 9.2k | 54.65 |
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| Sterling Construction Company (STRL) | 0.4 | $500k | NEW | 1.2k | 407.27 |
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| Pepsi (PEP) | 0.4 | $496k | 3.2k | 155.29 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $485k | -26% | 3.1k | 158.58 |
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| Metropcs Communications (TMUS) | 0.4 | $485k | -18% | 2.3k | 210.03 |
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| Tidal Trust Iii Naacp Mino Etf (NACP) | 0.3 | $464k | 9.6k | 48.36 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $463k | -38% | 3.9k | 118.63 |
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| CSX Corporation (CSX) | 0.3 | $459k | 11k | 41.05 |
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| Procure Etf Trust Ii Space Etf (UFO) | 0.3 | $448k | +33% | 10k | 44.81 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $443k | +6% | 7.8k | 56.58 |
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| Kla Corp Com New (KLAC) | 0.3 | $443k | NEW | 301.00 | 1472.45 |
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| Public Storage (PSA) | 0.3 | $434k | -7% | 1.6k | 270.91 |
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| Meritage Homes Corporation (MTH) | 0.3 | $431k | -15% | 7.0k | 61.84 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $430k | NEW | 2.5k | 169.66 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $430k | 2.0k | 217.22 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $429k | NEW | 5.9k | 72.69 |
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| Sun Communities (SUI) | 0.3 | $423k | +8% | 3.4k | 125.96 |
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| Waste Management (WM) | 0.3 | $422k | +6% | 1.8k | 229.84 |
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| MercadoLibre (MELI) | 0.3 | $422k | +26% | 244.00 | 1729.02 |
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| Corning Incorporated (GLW) | 0.3 | $419k | -33% | 3.1k | 135.97 |
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| Deere & Company (DE) | 0.3 | $414k | +47% | 735.00 | 563.30 |
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| Merck & Co (MRK) | 0.3 | $410k | NEW | 3.4k | 120.29 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $386k | +40% | 1.1k | 337.95 |
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| Veralto Corp Com Shs (VLTO) | 0.3 | $382k | NEW | 4.3k | 88.43 |
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| Astrazeneca Sponsored Adr | 0.3 | $376k | -37% | 1.9k | 193.72 |
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| Coca-Cola Company (KO) | 0.3 | $374k | 4.9k | 76.05 |
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| On Hldg Namen Akt A (ONON) | 0.3 | $367k | 11k | 34.02 |
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| Emerson Electric (EMR) | 0.3 | $358k | NEW | 2.7k | 131.02 |
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| IDEXX Laboratories (IDXX) | 0.3 | $352k | NEW | 626.00 | 561.89 |
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| FedEx Corporation (FDX) | 0.2 | $341k | 958.00 | 356.18 |
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| Cme (CME) | 0.2 | $340k | -5% | 1.2k | 295.35 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $339k | +34% | 13k | 25.64 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $335k | 1.7k | 192.87 |
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| Eli Lilly & Co. (LLY) | 0.2 | $335k | +91% | 364.00 | 918.93 |
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| Cisco Systems (CSCO) | 0.2 | $331k | 4.3k | 77.59 |
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| Expeditors International of Washington (EXPD) | 0.2 | $326k | 2.3k | 143.23 |
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| Watts Water Technologies Cl A (WTS) | 0.2 | $316k | +3% | 1.1k | 290.32 |
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| Rockwell Automation (ROK) | 0.2 | $316k | +3% | 879.00 | 358.88 |
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| Webster Financial Corporation (WBS) | 0.2 | $314k | 4.5k | 69.41 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.2 | $311k | NEW | 15k | 20.75 |
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| Waters Corporation (WAT) | 0.2 | $311k | NEW | 1.0k | 297.80 |
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| Spdr Series Trust State Street Spd (KBE) | 0.2 | $308k | -38% | 5.2k | 59.55 |
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| Qualcomm (QCOM) | 0.2 | $308k | -29% | 2.4k | 128.79 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $307k | NEW | 624.00 | 491.53 |
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| Ecolab (ECL) | 0.2 | $305k | +6% | 1.1k | 266.03 |
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| Flowserve Corporation (FLS) | 0.2 | $305k | NEW | 4.1k | 73.51 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $303k | 3.1k | 97.13 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $301k | -19% | 2.6k | 114.99 |
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| Verisk Analytics (VRSK) | 0.2 | $295k | +55% | 1.6k | 189.71 |
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| Caretrust Reit (CTRE) | 0.2 | $293k | 8.0k | 36.65 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $293k | +18% | 5.2k | 56.68 |
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| Martin Marietta Materials (MLM) | 0.2 | $290k | +52% | 493.00 | 588.68 |
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| MasTec (MTZ) | 0.2 | $290k | NEW | 900.00 | 321.74 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $287k | +18% | 7.2k | 39.83 |
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| Zoetis Cl A (ZTS) | 0.2 | $286k | NEW | 2.4k | 118.21 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $284k | NEW | 1.3k | 213.66 |
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| Lumentum Hldgs (LITE) | 0.2 | $281k | NEW | 400.00 | 702.76 |
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| American Water Works (AWK) | 0.2 | $276k | NEW | 2.0k | 136.06 |
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| Etf Opportunities Trust Hedgeye Capital (HECA) | 0.2 | $274k | NEW | 9.5k | 28.87 |
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| Tesla Motors (TSLA) | 0.2 | $271k | -3% | 730.00 | 371.75 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $269k | 13k | 20.70 |
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| Linde SHS (LIN) | 0.2 | $265k | NEW | 535.00 | 495.76 |
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| Spdr Series Trust State Street Spd (SPYX) | 0.2 | $261k | -2% | 4.9k | 53.03 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $260k | -2% | 563.00 | 460.99 |
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| Carnival Corp Common Stock (CCL) | 0.2 | $259k | +25% | 10k | 25.88 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $247k | -7% | 1.5k | 168.81 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $246k | NEW | 2.0k | 123.01 |
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| Rli (RLI) | 0.2 | $245k | 4.3k | 57.04 |
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| Pfizer (PFE) | 0.2 | $243k | NEW | 8.6k | 28.08 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $241k | NEW | 8.3k | 29.08 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $240k | +16% | 3.5k | 68.47 |
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| Xylem (XYL) | 0.2 | $238k | +10% | 2.0k | 119.51 |
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| O'reilly Automotive (ORLY) | 0.2 | $226k | NEW | 2.4k | 92.31 |
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| Micron Technology (MU) | 0.2 | $219k | -70% | 648.00 | 337.85 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $217k | NEW | 3.8k | 57.64 |
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| salesforce (CRM) | 0.2 | $216k | -28% | 1.2k | 186.67 |
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| Fortinet (FTNT) | 0.2 | $209k | -23% | 2.6k | 81.72 |
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| Dycom Industries (DY) | 0.1 | $203k | NEW | 600.00 | 338.82 |
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| Haleon Spon Ads (HLN) | 0.1 | $202k | NEW | 20k | 10.01 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $201k | -21% | 2.5k | 80.05 |
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| Intuit (INTU) | 0.1 | $201k | NEW | 464.00 | 432.73 |
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| LKQ Corporation (LKQ) | 0.1 | $200k | NEW | 6.8k | 29.37 |
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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 2026 Q1 filed April 28, 2026
- 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