South Shore Capital Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), South Shore Capital Advisors reported 136 stock positions worth $136.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.8% of the portfolio, followed by Alphabet Class A (GOOGL, 6.7%) and iShares Core S&P U.S. Growth (IUSG, 6.1%).
- Most Recent 13F
- Q2 2026
- Location
- COHASSET, MA
- CIK
- 0001852993
- Portfolio Value
- $136.8M (Q4 2025)
- SEC Filing
- 0002063364-26-000010 ↗ filed Jan 21, 2026
Holdings Value
Holdings 136 stocks · $136.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.76% | 17,585 | $12.0M | — |
| GOOGL Alphabet Inc. Class A | 6.70% | 29,310 | $9.2M | — |
| IUSG iShares Core S&P U.S. Growth | 6.11% | 49,801 | $8.4M | — |
| MSFT Microsoft Corp. | 4.62% | 13,080 | $6.3M | — |
| AAPL Apple Inc. | 3.77% | 18,964 | $5.2M | — |
| V Visa Inc. Class A | 3.05% | 11,905 | $4.2M | — |
| GLD SPDR Gold Shares | 2.82% | 9,750 | $3.9M | — |
| AVGO Broadcom Inc. | 2.71% | 10,711 | $3.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.68% | 5,962 | $3.7M | — |
| VT Vanguard Tot World STK ETF | 2.40% | 23,302 | $3.3M | — |
| JNJ Johnson & Johnson | 2.07% | 13,701 | $2.8M | — |
| AXP American Express Co. | 2.03% | 7,527 | $2.8M | — |
| WTW Willis Towers Watson PLC | 1.94% | 8,076 | $2.7M | — |
| GOOG Alphabet Inc. Class C | 1.84% | 8,020 | $2.5M | — |
| AMZN Amazon.com Inc. | 1.81% | 10,733 | $2.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.75% | 4,751 | $2.4M | — |
| META Meta Platforms Inc. Class A | 1.75% | 3,618 | $2.4M | — |
| COF Capital One Financial Corp. | 1.37% | 7,731 | $1.9M | — |
| NVDA Nvidia Corp. | 1.29% | 9,492 | $1.8M | — |
| HD Home Depot Inc. | 1.01% | 4,004 | $1.4M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.93% | 27,134 | $1.3M | — |
| ASML ASML Holding NV-NY Reg SHS | 0.91% | 1,156 | $1.2M | — |
| JPM JPMorgan Chase & Co. | 0.85% | 3,595 | $1.2M | — |
| WMB Williams Cos Inc. | 0.83% | 18,851 | $1.1M | — |
| EWJ iShares MSCI Japan ETF | 0.78% | 13,217 | $1.1M | — |
| WMT Walmart Inc. | 0.75% | 9,235 | $1.0M | — |
| MA Mastercard Inc. Class A | 0.72% | 1,723 | $984K | — |
| AZO AutoZone Inc. | 0.72% | 290 | $984K | — |
| CVCO Cavco Industries Inc. | 0.70% | 1,620 | $957K | — |
| UNP Union Pacific Corp. | 0.67% | 3,985 | $922K | — |
| XLP SS Consumer Staples Sel Sect | 0.65% | 11,370 | $883K | — |
| IAU iShares Gold Trust | 0.63% | 10,566 | $858K | — |
| IEMG iShares Core MSCI Emerging | 0.59% | 11,980 | $805K | — |
| RNR Renaissancere Holdings Ltd. | 0.57% | 2,783 | $782K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.56% | 17,850 | $762K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.54% | 6,350 | $737K | — |
| NOK Nokia Corp.-Spon ADR | 0.54% | 113,711 | $736K | — |
| CR Crane Co. | 0.52% | 3,893 | $718K | — |
| NEE Nextera Energy Inc. | 0.50% | 8,509 | $683K | — |
| VGK Vanguard Ftse Europe ETF | 0.49% | 8,070 | $675K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.49% | 1,420 | $666K | — |
| NVS Novartis AG-Sponsored ADR | 0.46% | 4,565 | $629K | — |
| MU Micron Technology Inc. | 0.46% | 2,186 | $624K | — |
| AAXJ iShares MSCI All Country Asi | 0.45% | 6,656 | $620K | — |
| LIT Global X Lithium & Battery T | 0.45% | 9,500 | $616K | — |
| WOMN Impact Shares Women's Empowe | 0.45% | 14,755 | $613K | — |
| DXJ Wisdomtree Japan Hedged Eq | 0.44% | 4,160 | $600K | — |
| QCOM Qualcomm Inc. | 0.42% | 3,381 | $578K | — |
| TMUS T-Mobile US Inc. | 0.42% | 2,844 | $577K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.42% | 6,450 | $577K | — |
| IVV iShares Core S&P 500 ETF | 0.42% | 840 | $575K | — |
| TT Trane Technologies PLC | 0.42% | 1,466 | $570K | — |
| AMAT Applied Materials Inc. | 0.41% | 2,202 | $566K | — |
| XBI SS SPDR S&P Biotech ETF | 0.40% | 4,500 | $549K | — |
| MTH Meritage Homes Corp. | 0.40% | 8,257 | $543K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 9,491 | $522K | — |
| TFC Truist Financial Corp. | 0.38% | 10,592 | $521K | — |
| SHE SS SPDR MSCI U Gend Div ETF | 0.38% | 3,935 | $520K | — |
| CLS Celestica Inc. | 0.37% | 1,734 | $513K | — |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.37% | 10,950 | $509K | — |
| KBE SS SPDR S&P Bank ETF | 0.37% | 8,364 | $508K | — |
| BX Blackstone Inc. | 0.37% | 3,267 | $504K | — |
| COPX Global X Copper Miners ETF | 0.37% | 7,000 | $503K | — |
| UL Unilever PLC-Sponsored ADR | 0.35% | 7,310 | $478K | — |
| NACP Impact Shares Naacp Minority | 0.34% | 9,495 | $468K | — |
| PEP Pepsico Inc. | 0.34% | 3,196 | $459K | — |
| CAT Caterpillar Inc. | 0.33% | 794 | $455K | — |
| PSA Public Storage | 0.33% | 1,732 | $449K | — |
| KGC Kinross Gold Corp. | 0.32% | 15,500 | $436K | — |
| ADBE Adobe Inc. | 0.31% | 1,224 | $428K | — |
| CRM Salesforce Inc. | 0.31% | 1,613 | $427K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 2,009 | $425K | — |
| NOW ServiceNow Inc. | 0.31% | 2,775 | $425K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.31% | 7,380 | $419K | — |
| SLVP iShares MSCI Global Silver A | 0.30% | 12,000 | $411K | — |
| CSX CSX Corp. | 0.30% | 11,175 | $405K | — |
| GLW Corning Inc. | 0.29% | 4,600 | $403K | — |
| MELI MercadoLibre Inc. | 0.28% | 193 | $389K | — |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.28% | 3,083 | $382K | — |
| WM Waste Management Inc. | 0.28% | 1,727 | $379K | — |
| ECH iShares MSCI Chile ETF | 0.27% | 9,000 | $364K | — |
| RBRK Rubrik Inc. Class A | 0.25% | 4,538 | $347K | — |
| KO The Coca-Cola Co. | 0.25% | 4,940 | $345K | — |
| EXPD Expeditors Intl Wash Inc. | 0.25% | 2,279 | $340K | — |
| TSLA Tesla Inc. | 0.25% | 754 | $339K | — |
| XAR SS SPDR S&P Aerospace Def | 0.25% | 1,400 | $338K | — |
| IGV iShares Expanded Tech-Softwa | 0.25% | 3,187 | $337K | — |
| MFC Manulife Financial Corp. | 0.24% | 9,208 | $334K | — |
| CME Cme Group Inc. | 0.24% | 1,220 | $333K | — |
| ROK Rockwell Automation Inc. | 0.24% | 850 | $331K | — |
| BXP BXP Inc. | 0.24% | 4,900 | $331K | — |
| SONY Sony Group Corp. - SP ADR | 0.24% | 12,834 | $329K | — |
| CSCO Cisco Systems Inc. | 0.24% | 4,262 | $328K | — |
| ISRG Intuitive Surgical Inc. | 0.24% | 575 | $326K | — |
| RTX RTX Corp. | 0.23% | 1,749 | $321K | — |
| FRDM Freedom 100 Emeging MRKT ETF | 0.23% | 6,255 | $321K | — |
| ORCL Oracle Corp. | 0.23% | 1,599 | $312K | — |
| GILD Gilead Sciences Inc. | 0.23% | 2,526 | $310K | — |
| APP AppLovin Corp. Class A | 0.22% | 454 | $306K | — |
| TIGO Millicom Intl Cellular S.A. | 0.22% | 5,500 | $305K | — |
| SAP Sap SE-Sponsored ADR | 0.22% | 1,254 | $305K | — |
| EFA iShares MSCI Eafe ETF | 0.22% | 3,124 | $300K | — |
| PINK Simplify Health Care ETF | 0.21% | 8,000 | $293K | — |
| UFO Procure Space ETF | 0.21% | 7,500 | $290K | — |
| WTS Watts Water Technologies-A | 0.21% | 1,050 | $290K | — |
| CTRE Caretrust REIT Inc. | 0.21% | 8,000 | $289K | — |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.21% | 5,070 | $285K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.21% | 3,099 | $285K | — |
| ECL Ecolab Inc. | 0.21% | 1,080 | $284K | — |
| WBS Webster Financial Corp. | 0.21% | 4,504 | $283K | — |
| FDX FedEx Corp. | 0.20% | 958 | $277K | — |
| RLI Rli Corp. | 0.20% | 4,290 | $274K | — |
| EWC iShares MSCI Canada ETF | 0.20% | 5,000 | $270K | — |
| IBB iShares Biotechnology ETF | 0.19% | 1,580 | $267K | — |
| FTNT Fortinet Inc. | 0.19% | 3,350 | $266K | — |
| SCHX Schwab US Large-Cap ETF | 0.19% | 9,833 | $265K | — |
| JETS US Global Jets ETF | 0.18% | 9,000 | $253K | — |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 4,362 | $250K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 815 | $248K | — |
| ADP Automatic Data Processing | 0.18% | 961 | $247K | — |
| XYL Xylem Inc. | 0.18% | 1,800 | $245K | — |
| CCL Carnival Corp. | 0.18% | 8,000 | $244K | — |
| BEPC Brookfield Renewable Corp. | 0.17% | 6,085 | $233K | — |
| DE Deere & Co. | 0.17% | 500 | $233K | — |
| FSLR First Solar Inc. | 0.17% | 889 | $232K | — |
| DHR Danaher Corp. | 0.17% | 1,012 | $232K | — |
| BABA Alibaba Group Holding-SP ADR | 0.17% | 1,545 | $226K | — |
| VRSK Verisk Analytics Inc. | 0.16% | 1,000 | $224K | — |
| PGR Progressive Corp. | 0.16% | 970 | $221K | — |
| LLY Eli Lilly & Co. | 0.15% | 190 | $204K | — |
| ARKK ARK Innovation ETF | 0.15% | 2,649 | $204K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.15% | 3,017 | $203K | — |
| IBIT iShares Bitcoin Trust ETF | 0.15% | 4,066 | $202K | — |
| MLM Martin Marietta Materials | 0.15% | 323 | $201K | — |
| NAN Nuveen NY QLTY Muni Inc. | 0.14% | 17,335 | $195K | — |
| BLND Blend Labs Inc. Class A | 0.03% | 12,000 | $36K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.