South Shore Capital Advisors

South Shore Capital Advisors as of Dec. 31, 2025

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