SouthState Bank Corp
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), SouthState Bank Corp reported 1,310 stock positions worth $2.4 billion. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Broadcom (AVGO, 3.4%). Compared with Q1 2026, it opened 110 new positions, sold out of 77, added to 408 and reduced 346. The biggest buy was Nvidia (NVDA, shares +176%) and the biggest sale Sprott Physical Gold Trust (PHYS, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Winter Haven, FL
- CIK
- 0000764038
- Portfolio Value
- $2.4B (Q2 2026)
- SEC Filing
- 0001104659-26-091851 ↗ filed Aug 6, 2026
Holdings Value
Holdings 1,310 stocks · $2.4B
| AAPL Apple Inc. | 5.41% | 448,394 | $129.7M | Add +0.8% |
| MSFT Microsoft Corp. | 3.98% | 255,563 | $95.3M | Reduce -0.5% |
| AVGO Broadcom Inc. | 3.44% | 218,127 | $82.4M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 2.77% | 88,651 | $66.4M | Add +19.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.57% | 123,246 | $61.7M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 2.39% | 162,272 | $57.3M | Add +3.3% |
| V Visa Inc. Class A | 2.33% | 162,785 | $55.9M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 2.32% | 169,973 | $55.6M | Add +2.3% |
| PHYS Sprott Physical Gold Trust | 2.08% | 1,651,138 | $49.8M | Reduce -4.9% |
| AMZN Amazon.com Inc. | 2.07% | 208,294 | $49.6M | Add +3.7% |
| MU Micron Technology Inc. | 1.70% | 35,313 | $40.8M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 1.65% | 77,155 | $39.6M | Reduce -2.2% |
| RMOP Rockefeller Opport Muni ETF | 1.50% | 1,409,240 | $36.0M | Add +34.6% |
| PH Parker Hannifin Corp. | 1.46% | 35,899 | $35.1M | Add +0.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.33% | 389,010 | $31.9M | Add +0.4% |
| WMT Walmart Inc. | 1.28% | 270,801 | $30.7M | Add +1.8% |
| VLO Valero Energy Corp. | 1.28% | 117,635 | $30.6M | Add +1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.26% | 199,375 | $30.2M | Add +0.9% |
| DFUS Dimensional US Eq MKT ETF | 1.17% | 343,173 | $28.1M | Reduce -3.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.16% | 352,248 | $27.8M | Add +56.4% |
| ROK Rockwell Automation Inc. | 1.12% | 54,349 | $26.9M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 1.11% | 302,610 | $26.6M | Add +5.2% |
| VIG Vanguard Dividend Apprec ETF | 1.09% | 110,414 | $26.1M | Reduce -1.0% |
| SPHQ Invesco S&P 500 Quality ETF | 1.02% | 272,332 | $24.5M | Add +76.1% |
| LLY Eli Lilly & Co. | 1.00% | 20,005 | $24.0M | Add +68.7% |
| ORCL Oracle Corp. | 0.99% | 162,414 | $23.8M | Reduce -5.3% |
| COST Costco Wholesale Corp. | 0.99% | 25,428 | $23.8M | Add +0.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.99% | 466,374 | $23.8M | Add +42.5% |
| GOOGL Alphabet Inc. Class A | 0.97% | 65,186 | $23.3M | Add +4.9% |
| KO The Coca-Cola Co. | 0.89% | 262,787 | $21.4M | Reduce -2.2% |
| CB Chubb Ltd. | 0.85% | 59,638 | $20.3M | Add +2.8% |
| HD Home Depot Inc. | 0.84% | 57,039 | $20.1M | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.82% | 78,199 | $19.7M | Add +3.7% |
| LHX L3HARRIS Technologies Inc. | 0.80% | 66,222 | $19.2M | Add +3.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.80% | 228,940 | $19.2M | Add +2.0% |
| NVDA Nvidia Corp. | 0.80% | 95,682 | $19.1M | Add +176.0% |
| ISRG Intuitive Surgical Inc. | 0.79% | 47,631 | $18.9M | Reduce -0.6% |
| CVX Chevron Corp. | 0.75% | 107,823 | $17.9M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 23,323 | $17.4M | Add +2.8% |
| JCPB JPMorgan Core Plus Bond ETF | 0.72% | 368,538 | $17.3M | Reduce -4.8% |
| DFAI Dimensional International Co. | 0.71% | 413,724 | $17.1M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.71% | 114,357 | $17.0M | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 0.70% | 236,472 | $16.8M | Add +23.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.69% | 191,362 | $16.5M | Add +0.6% |
| UITB Victoryshares Core Intermedi | 0.67% | 341,118 | $16.0M | Reduce -8.7% |
| DHR Danaher Corp. | 0.66% | 83,419 | $15.9M | Reduce -12.2% |
| UNP Union Pacific Corp. | 0.65% | 57,094 | $15.5M | Add +6.2% |
| BSV Vanguard Short-Term Bond ETF | 0.64% | 195,916 | $15.3M | Add +5.6% |
| DELL Dell Technologies -C | 0.64% | 35,317 | $15.2M | Add +6.0% |
| VGT Vanguard Info Tech ETF | 0.63% | 125,375 | $15.0M | Add +147.7% |
| DGRO iShares Core Dividend Growth | 0.60% | 191,180 | $14.5M | Add +2.9% |
| BAC Bank of America Corp. | 0.58% | 244,671 | $13.9M | Reduce -3.4% |
| BX Blackstone Inc. | 0.58% | 117,768 | $13.9M | Reduce -0.8% |
| B Barrick Mining Corp. | 0.55% | 358,075 | $13.2M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 0.55% | 23,270 | $13.1M | Add +13.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 57,869 | $12.6M | Reduce -6.7% |
| ELV Elevance Health Inc. | 0.52% | 32,452 | $12.6M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.50% | 28,260 | $12.0M | Add +29.4% |
| SNA Snap-on Inc. | 0.48% | 28,578 | $11.5M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.47% | 37,529 | $11.4M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.46% | 80,190 | $11.0M | Add +1.9% |
| HELO JPMorgan Hedged Equity ETF | 0.45% | 158,105 | $10.7M | Add +1.4% |
| ANET Arista Networks Inc. | 0.44% | 61,584 | $10.5M | Add +124.6% |
| VOO Vanguard S&P 500 ETF | 0.43% | 15,108 | $10.4M | Add +21.6% |
| JNJ Johnson & Johnson | 0.42% | 39,685 | $10.1M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 13,584 | $10.0M | Add +18.5% |
| SGOV iShares 0-3 Month Treasury B | 0.41% | 98,459 | $9.9M | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 35,181 | $9.9M | Add +0.7% |
| AMGN Amgen Inc. | 0.41% | 27,054 | $9.8M | Add +6.6% |
| ICE Intercontinental Exchange Inc. | 0.40% | 78,106 | $9.6M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 25,430 | $9.4M | Add +52.3% |
| LNG Cheniere Energy Inc. | 0.39% | 38,968 | $9.3M | Add +3.3% |
| PANW Palo Alto Networks Inc. | 0.37% | 26,109 | $8.9M | Add +1668.9% |
| CSCO Cisco Systems Inc. | 0.35% | 72,234 | $8.5M | Add +1.2% |
| PG The Procter & Gamble Co. | 0.35% | 56,738 | $8.3M | Reduce -21.1% |
| ISCF iShares International Small | 0.32% | 177,569 | $7.7M | Add +8.8% |
| GEV GE Vernova Inc. | 0.32% | 6,532 | $7.7M | Add +19.6% |
| EMR Emerson Electric Co. | 0.31% | 51,950 | $7.4M | Add +5.5% |
| AZN Astrazeneca PLC | 0.31% | 39,753 | $7.4M | Add +9964.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 75,700 | $7.3M | Add +12.3% |
| H Hyatt Hotels Corp. Class A | 0.30% | 37,447 | $7.3M | Add +3.2% |
| MS Morgan Stanley | 0.30% | 34,384 | $7.2M | Add +4.2% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.29% | 132,910 | $7.1M | Add +499.8% |
| NOW ServiceNow Inc. | 0.29% | 70,644 | $7.0M | Reduce -28.6% |
| VONE Vanguard Russell 1000 | 0.29% | 20,394 | $6.9M | Reduce -5.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 83,852 | $6.8M | Add +15.1% |
| SHEL Shell PLC-ADR | 0.28% | 86,106 | $6.7M | Add +1.2% |
| SONY Sony Group Corp. - SP ADR | 0.25% | 303,862 | $6.1M | Reduce -55.8% |
| DFAE Dimensional Emerging Core Eq | 0.24% | 143,305 | $5.8M | Add +8.8% |
| GS Goldman Sachs Group Inc. | 0.24% | 5,656 | $5.7M | Add +5.0% |
| SYK Stryker Corp. | 0.24% | 18,060 | $5.7M | Reduce -9.0% |
| RSG Republic Services Inc. | 0.23% | 26,206 | $5.6M | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.23% | 43,805 | $5.5M | Reduce -1.3% |
| MSI Motorola Solutions Inc. | 0.23% | 13,180 | $5.5M | Reduce -0.8% |
| AXP American Express Co. | 0.23% | 15,981 | $5.4M | Add +6.2% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 91,476 | $5.3M | Reduce -11.5% |
| YUM Yum! Brands Inc. | 0.22% | 32,255 | $5.2M | Reduce -2.0% |
| LOW Lowe's Cos Inc. | 0.21% | 23,003 | $5.1M | Reduce -3.7% |
| AGG iShares Core U.S. Aggregate | 0.21% | 50,385 | $5.0M | Reduce -3.4% |
| SSB Southstate Bank Corp. | 0.20% | 48,134 | $4.8M | Reduce -1.4% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $50 (not counted above)
Total filed on the 13F, all lines: $2.4B.
Portfolio Sells Q1 2026 → Q2 2026
| PHYS Sprott Physical Gold Trust | Reduce -4.9% | 2.08% | −0.79 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.98% | −0.46 |
| SONY Sony Group Corp. - SP ADR | Reduce -55.8% | 0.25% | −0.41 |
| ADBE Adobe Inc. | Reduce -61.1% | 0.16% | −0.38 |
| BSX Boston Scientific Corp. | Reduce -48.9% | 0.16% | −0.35 |
| ROP Roper Technologies Inc. | Reduce -54.9% | 0.18% | −0.29 |
| NOBL Proshares S&P 500 Dividend A | Reduce -91.2% | 0.02% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 2.57% | −0.26 |
| ACN Accenture PLC Class A | Reduce -82.0% | 0.03% | −0.25 |
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 0.79% | −0.24 |
| ZS Zscaler Inc. | Reduce -58.0% | 0.12% | −0.21 |
| ICE Intercontinental Exchange Inc. | Reduce -3.6% | 0.40% | −0.19 |
| NOW ServiceNow Inc. | Reduce -28.6% | 0.29% | −0.19 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 1.65% | −0.19 |
| ORCL Oracle Corp. | Reduce -5.3% | 0.99% | −0.18 |
| TRMB Trimble Inc. | Reduce -28.5% | 0.18% | −0.18 |
| DHR Danaher Corp. | Reduce -12.2% | 0.66% | −0.18 |
| B Barrick Mining Corp. | Reduce -3.7% | 0.55% | −0.16 |
| UITB Victoryshares Core Intermedi | Reduce -8.7% | 0.67% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -21.1% | 0.35% | −0.14 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -4.8% | 0.72% | −0.13 |
| JPST JPMorgan Ultra-Short Income | Reduce -86.3% | 0.01% | −0.09 |
| ABT Abbott Laboratories | Reduce -26.3% | 0.13% | −0.09 |
| PYPL PayPal Holdings Inc. | Reduce -65.2% | 0.04% | −0.09 |
| ULTA Ulta Beauty Inc. | Reduce -14.2% | 0.16% | −0.08 |
| NKE Nike Inc. Class B | Reduce -74.6% | 0.02% | −0.08 |
| STZ Constellation Brands Inc. Class A | Reduce -76.8% | 0.02% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -4.2% | 0.41% | −0.07 |
| SYK Stryker Corp. | Reduce -9.0% | 0.24% | −0.07 |
| HD Home Depot Inc. | Reduce -3.3% | 0.84% | −0.07 |
| HON Honeywell International Inc. | Reduce -2.1% | 0.05% | −0.06 |
| KO The Coca-Cola Co. | Reduce -2.2% | 0.89% | −0.06 |
| BX Blackstone Inc. | Reduce -0.8% | 0.58% | −0.06 |
| FISV Fiserv Inc. | Reduce -83.2% | 0.01% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -11.5% | 0.22% | −0.06 |
| CRM Salesforce Inc. | Reduce -26.8% | 0.07% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -3.7% | 0.21% | −0.05 |
| DFAI Dimensional International Co. | Reduce -1.2% | 0.71% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -72.0% | 0.02% | −0.05 |
| PEP Pepsico Inc. | Reduce -9.4% | 0.11% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.7% | 0.53% | −0.04 |
| MSI Motorola Solutions Inc. | Reduce -0.8% | 0.23% | −0.04 |
| DUK Duke Energy Corp. | Reduce -1.3% | 0.23% | −0.04 |
| PULS Pgim Ultra Short Bond ETF | Reduce -55.7% | 0.03% | −0.04 |
| DIS The Walt Disney Co. | Reduce -7.4% | 0.18% | −0.04 |
| RSG Republic Services Inc. | Reduce -0.5% | 0.23% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -6.0% | 0.08% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -3.4% | 0.21% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -31.2% | 0.08% | −0.03 |
| DON Wisdomtree US Midcap Dividen | Reduce -11.8% | 0.18% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +176.0% | 0.80% | +0.52 |
| IVV iShares Core S&P 500 ETF | Add +19.1% | 2.77% | +0.50 |
| LLY Eli Lilly & Co. | Add +68.7% | 1.00% | +0.49 |
| SPHQ Invesco S&P 500 Quality ETF | Add +76.1% | 1.02% | +0.48 |
| VGT Vanguard Info Tech ETF | Add +147.7% | 0.63% | +0.42 |
| DELL Dell Technologies -C | Add +6.0% | 0.64% | +0.38 |
| PANW Palo Alto Networks Inc. | Add +1668.9% | 0.37% | +0.36 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +56.4% | 1.16% | +0.33 |
| AZN Astrazeneca PLC | Add +9964.0% | 0.31% | +0.31 |
| AVGO Broadcom Inc. | Add +0.5% | 3.44% | +0.30 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 2.39% | +0.29 |
| RMOP Rockefeller Opport Muni ETF | Add +34.6% | 1.50% | +0.29 |
| ANET Arista Networks Inc. | Add +124.6% | 0.44% | +0.28 |
| AKRE Akre Focus ETF | Add +499.8% | 0.29% | +0.24 |
| JMST JPM Ultra-Short Muni Income | Add +42.5% | 0.99% | +0.21 |
| AAPL Apple Inc. | Add +0.8% | 5.41% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | Add +52.3% | 0.39% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +4.9% | 0.97% | +0.14 |
| ETN Eaton Corp. PLC | Add +29.4% | 0.50% | +0.14 |
| V Visa Inc. Class A | Add +4.4% | 2.33% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +23.2% | 0.70% | +0.13 |
| AMZN Amazon.com Inc. | Add +3.7% | 2.07% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.5% | 0.42% | +0.11 |
| GEV GE Vernova Inc. | Add +19.6% | 0.32% | +0.10 |
| CSCO Cisco Systems Inc. | Add +1.2% | 0.35% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +21.6% | 0.43% | +0.09 |
| BJUN Innovator U.S. Equity Buffer | New | 0.08% | +0.08 |
| H Hyatt Hotels Corp. Class A | Add +3.2% | 0.30% | +0.06 |
| INTC Intel Corp. | Add +27.8% | 0.08% | +0.06 |
| ABBV Abbvie Inc. | Add +3.7% | 0.82% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 0.71% | +0.05 |
| GE General Electric | Add +23.4% | 0.16% | +0.05 |
| MS Morgan Stanley | Add +4.2% | 0.30% | +0.05 |
| CVS CVS Health Corp. | Add +2.7% | 0.19% | +0.05 |
| BHP BHP Group Ltd.-Spon ADR | Add +31.7% | 0.17% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.6% | 0.69% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +53.2% | 0.11% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 2.32% | +0.04 |
| UNP Union Pacific Corp. | Add +6.2% | 0.65% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.8% | 0.73% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +15.1% | 0.28% | +0.04 |
| NFLX Netflix Inc. | Add +420.2% | 0.05% | +0.04 |
| TXN Texas Instruments Inc. | Add +54.9% | 0.06% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +8.8% | 0.24% | +0.03 |
| DVY iShares Select Dividend ETF | Add +120.6% | 0.06% | +0.03 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +18.0% | 0.10% | +0.03 |
| Q Qnity Electronics Inc. | Add +8525.0% | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +711.2% | 0.03% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3451.7% | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +5.0% | 0.24% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,310 | $2.4B | AAPL, MSFT, AVGO, IVV, BRK.B |
| Q1 2026 | 1,275 | $2.1B | AAPL, MSFT, AVGO, PHYS, BRK.B |
| Q4 2025 | 1,318 | $2.2B | MSFT, AAPL, AVGO, BRK.B, PHYS |
| Q3 2025 | 1,333 | $2.2B | MSFT, AAPL, AVGO, BRK.B, V |
| Q2 2025 | 1,579 | $2.3B | MSFT, AAPL, AVGO, BRK.B, V |
| Q1 2025 | 1,701 | $2.2B | AAPL, MSFT, DFUS, BRK.B, V |
| Q4 2024 | 674 | $1.5B | MSFT, AAPL, AVGO, BRK.B, V |
| Q3 2024 | 611 | $1.5B | MSFT, AAPL, BRK.B, AVGO, PHYS |
| Q2 2024 | 635 | $1.4B | MSFT, AAPL, BRK.B, AVGO, PHYS |
| Q1 2024 | 669 | $1.3B | MSFT, AAPL, BRK.B, PHYS, AVGO |