SouthState Bank Corp
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), SouthState Bank Corp reported 1,579 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Apple (AAPL, 4.5%) and Broadcom (AVGO, 2.9%). Compared with Q1 2025, it opened 145 new positions, sold out of 268, added to 421 and reduced 658. The biggest buy was Broadcom (AVGO, shares +1%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Winter Haven, FL
- CIK
- 0000764038
- Portfolio Value
- $2.3B (Q2 2025)
- SEC Filing
- 0001104659-25-074543 ↗ filed Aug 6, 2025
Holdings Value
Holdings 1,579 stocks · $2.3B
| MSFT Microsoft Corp. | 5.88% | 270,292 | $134.4M | Reduce -1.4% |
| AAPL Apple Inc. | 4.48% | 499,316 | $102.4M | Reduce -1.6% |
| AVGO Broadcom Inc. | 2.89% | 239,591 | $66.0M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.77% | 130,565 | $63.4M | Add +6.1% |
| V Visa Inc. Class A | 2.72% | 175,146 | $62.2M | Reduce -2.7% |
| DFUS Dimensional US Eq MKT ETF | 2.66% | 908,286 | $60.9M | Reduce -23.3% |
| JPM JPMorgan Chase & Co. | 2.12% | 167,543 | $48.6M | Add +3.4% |
| PHYS Sprott Physical Gold Trust | 2.07% | 1,871,490 | $47.4M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 1.95% | 79,227 | $44.5M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.92% | 199,958 | $43.9M | Add +6.3% |
| ORCL Oracle Corp. | 1.74% | 182,048 | $39.8M | Add +5.0% |
| IVV iShares Core S&P 500 ETF | 1.71% | 63,134 | $39.2M | Add +2.4% |
| DFAI Dimensional International Co. | 1.71% | 1,133,451 | $39.2M | Reduce -26.7% |
| JCPB JPMorgan Core Plus Bond ETF | 1.65% | 803,656 | $37.8M | Reduce -16.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.43% | 395,358 | $32.8M | Add +6.0% |
| UITB Victoryshares Core Intermedi | 1.42% | 688,649 | $32.4M | Reduce -10.8% |
| GOOG Alphabet Inc. Class C | 1.26% | 162,731 | $28.9M | Reduce -0.8% |
| SPHQ Invesco S&P 500 Quality ETF | 1.17% | 375,908 | $26.8M | Reduce -19.8% |
| COST Costco Wholesale Corp. | 1.16% | 26,684 | $26.4M | Add +2.9% |
| WMT Walmart Inc. | 1.10% | 257,563 | $25.2M | Add +2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.07% | 198,116 | $24.5M | Add +1.9% |
| PH Parker Hannifin Corp. | 1.06% | 34,580 | $24.2M | Add +5.6% |
| ISRG Intuitive Surgical Inc. | 1.01% | 42,603 | $23.2M | Add +4.2% |
| SGOV iShares 0-3 Month Treasury B | 0.99% | 224,714 | $22.6M | Reduce -2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.96% | 123,819 | $21.9M | Reduce -19.0% |
| NOW ServiceNow Inc. | 0.95% | 21,094 | $21.7M | Add +3.7% |
| ADBE Adobe Inc. | 0.95% | 56,008 | $21.7M | Reduce -0.1% |
| ROP Roper Technologies Inc. | 0.95% | 38,198 | $21.7M | Add +4.0% |
| HD Home Depot Inc. | 0.94% | 58,785 | $21.6M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.91% | 101,971 | $20.9M | Reduce -1.5% |
| DHR Danaher Corp. | 0.91% | 104,974 | $20.7M | Add +4.0% |
| KO The Coca-Cola Co. | 0.83% | 266,716 | $18.9M | Add +4.5% |
| BX Blackstone Inc. | 0.80% | 122,525 | $18.3M | Reduce -3.4% |
| NEE Nextera Energy Inc. | 0.79% | 261,465 | $18.2M | Add +7.5% |
| SONY Sony Group Corp. - SP ADR | 0.79% | 693,422 | $18.0M | Add +2.0% |
| BSX Boston Scientific Corp. | 0.79% | 167,327 | $18.0M | Add +3.4% |
| VONE Vanguard Russell 1000 | 0.75% | 61,304 | $17.2M | Reduce -18.6% |
| ROK Rockwell Automation Inc. | 0.73% | 50,170 | $16.7M | Add +4.9% |
| CB Chubb Ltd. | 0.73% | 57,399 | $16.6M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 26,747 | $16.5M | Add +0.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.70% | 238,994 | $16.1M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 0.70% | 145,531 | $15.9M | Reduce -18.0% |
| VLO Valero Energy Corp. | 0.69% | 117,094 | $15.7M | Reduce -2.5% |
| LHX L3HARRIS Technologies Inc. | 0.68% | 62,294 | $15.6M | Add +3.0% |
| ACN Accenture PLC Class A | 0.67% | 51,233 | $15.3M | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.64% | 61,932 | $14.7M | Reduce -21.8% |
| ELV Elevance Health Inc. | 0.64% | 37,359 | $14.5M | Add +0.6% |
| ABBV Abbvie Inc. | 0.63% | 78,093 | $14.5M | Add +0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.63% | 183,816 | $14.5M | Add +62.6% |
| CVX Chevron Corp. | 0.62% | 98,374 | $14.1M | Add +1.1% |
| ICE Intercontinental Exchange Inc. | 0.62% | 76,724 | $14.1M | Add +7.5% |
| HELO JPMorgan Hedged Equity ETF | 0.61% | 223,759 | $14.0M | Reduce -8.9% |
| ZS Zscaler Inc. | 0.60% | 43,978 | $13.8M | Add +27.1% |
| META Meta Platforms Inc. Class A | 0.58% | 17,949 | $13.2M | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 28,619 | $12.5M | Add +12.9% |
| PG The Procter & Gamble Co. | 0.55% | 78,273 | $12.5M | Reduce -1.4% |
| UNP Union Pacific Corp. | 0.53% | 53,149 | $12.2M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 0.53% | 69,056 | $12.2M | Reduce -8.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 244,292 | $11.6M | Add +4.9% |
| VOO Vanguard S&P 500 ETF | 0.47% | 18,982 | $10.8M | Reduce -13.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 33,614 | $9.9M | Add +15.6% |
| LLY Eli Lilly & Co. | 0.43% | 12,486 | $9.7M | Add +10.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.42% | 113,999 | $9.5M | Reduce -10.4% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 166,707 | $9.5M | Reduce -19.9% |
| QLTY GMO U.S. Quality ETF | 0.40% | 269,334 | $9.2M | Reduce -2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.40% | 115,341 | $9.2M | Reduce -1.7% |
| MDLZ Mondelez International Inc. Class A | 0.40% | 134,758 | $9.1M | Reduce -6.3% |
| DFAE Dimensional Emerging Core Eq | 0.37% | 295,326 | $8.5M | Reduce -32.8% |
| XOM Exxon Mobil Corp. | 0.37% | 79,146 | $8.5M | Reduce -2.3% |
| LNG Cheniere Energy Inc. | 0.37% | 34,962 | $8.5M | Add +13.9% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 334,765 | $8.2M | Reduce -17.9% |
| SYK Stryker Corp. | 0.34% | 19,615 | $7.8M | Add +2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 14,049 | $7.8M | Reduce -5.8% |
| SNA Snap-on Inc. | 0.33% | 24,435 | $7.6M | Add +4.0% |
| ABT Abbott Laboratories | 0.33% | 55,407 | $7.5M | Add +2.7% |
| TRMB Trimble Inc. | 0.33% | 98,108 | $7.5M | Add +164.5% |
| NVDA Nvidia Corp. | 0.32% | 46,788 | $7.4M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.32% | 55,422 | $7.3M | Reduce -20.8% |
| AMGN Amgen Inc. | 0.31% | 25,177 | $7.0M | Add +3.8% |
| EMR Emerson Electric Co. | 0.30% | 51,537 | $6.9M | Add +5.0% |
| JNJ Johnson & Johnson | 0.30% | 44,324 | $6.8M | Reduce -2.9% |
| RSG Republic Services Inc. | 0.29% | 26,584 | $6.6M | Add +2.3% |
| VCRB Vanguard Core Bond ETF | 0.28% | 82,271 | $6.4M | Reduce -39.9% |
| PYPL PayPal Holdings Inc. | 0.27% | 84,208 | $6.3M | Add +24.2% |
| DGRO iShares Core Dividend Growth | 0.27% | 95,913 | $6.1M | Add +42.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 49,369 | $6.1M | Add +2.0% |
| CSCO Cisco Systems Inc. | 0.27% | 88,089 | $6.1M | Reduce -1.4% |
| SHEL Shell PLC-ADR | 0.26% | 84,557 | $6.0M | Add +0.7% |
| MSI Motorola Solutions Inc. | 0.25% | 13,755 | $5.8M | Add +2.0% |
| HON Honeywell International Inc. | 0.25% | 24,828 | $5.8M | Add +6.0% |
| DUK Duke Energy Corp. | 0.24% | 47,276 | $5.6M | Reduce -2.1% |
| ADP Automatic Data Processing | 0.24% | 17,744 | $5.5M | Add +0.8% |
| LOW Lowe's Cos Inc. | 0.24% | 24,576 | $5.5M | Add +10.9% |
| SSB Southstate Bank Corp. | 0.23% | 56,501 | $5.2M | Reduce -7.8% |
| YUM Yum! Brands Inc. | 0.22% | 34,144 | $5.1M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 17,775 | $5.0M | Reduce -4.7% |
| FISV Fiserv Inc. | 0.22% | 28,563 | $4.9M | Add +6.4% |
| AXP American Express Co. | 0.21% | 14,940 | $4.8M | Add +3.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 88,998 | $4.7M | Reduce -2.3% |
| CRM Salesforce Inc. | 0.20% | 17,181 | $4.7M | Reduce -0.6% |
Options reported separately and not counted above: AAPL puts ($616K), V puts ($320K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $104K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 5,000 | $104K | Add +5782.4% |
Lines left out (1) · $8 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| QYLD Global X Nasd 100 Cov Call | NASDAQ 100 COVER | 0 | $8 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $2.3B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.6% | 4.48% | −0.68 |
| DFUS Dimensional US Eq MKT ETF | Reduce -23.3% | 2.66% | −0.61 |
| DFAI Dimensional International Co. | Reduce -26.7% | 1.71% | −0.49 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -16.3% | 1.65% | −0.41 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -19.0% | 0.96% | −0.25 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -19.8% | 1.17% | −0.25 |
| UITB Victoryshares Core Intermedi | Reduce -10.8% | 1.42% | −0.24 |
| B Barrick Mining Corp. | Reduce -73.7% | 0.09% | −0.23 |
| VCRB Vanguard Core Bond ETF | Reduce -39.9% | 0.28% | −0.21 |
| V Visa Inc. Class A | Reduce -2.7% | 2.72% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -21.8% | 0.64% | −0.16 |
| PEP Pepsico Inc. | Reduce -20.8% | 0.32% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Reduce -18.0% | 0.70% | −0.15 |
| DFAE Dimensional Emerging Core Eq | Reduce -32.8% | 0.37% | −0.15 |
| VONE Vanguard Russell 1000 | Reduce -18.6% | 0.75% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -9.2% | 0.11% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.55% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -2.5% | 0.99% | −0.07 |
| PULS Pgim Ultra Short Bond ETF | Reduce -41.0% | 0.09% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -30.8% | 0.19% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -19.9% | 0.42% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 0.37% | −0.07 |
| HELO JPMorgan Hedged Equity ETF | Reduce -8.9% | 0.61% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 1.95% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -17.9% | 0.36% | −0.05 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.30% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.3% | 0.40% | −0.05 |
| FCNCA First Citizens Bcshs Class A | Reduce -26.4% | 0.13% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -68.4% | 0.02% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -13.3% | 0.47% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -8.4% | 0.14% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -61.8% | 0.03% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -47.2% | 0.04% | −0.04 |
| VLO Valero Energy Corp. | Reduce -2.5% | 0.69% | −0.04 |
| ADBE Adobe Inc. | Reduce -0.1% | 0.95% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -67.8% | 0.02% | −0.04 |
| SSB Southstate Bank Corp. | Reduce -7.8% | 0.23% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -32.8% | 0.07% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.9% | 0.05% | −0.03 |
| DUK Duke Energy Corp. | Reduce -2.1% | 0.24% | −0.03 |
| YUM Yum! Brands Inc. | Reduce -0.3% | 0.22% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.4% | 0.42% | −0.02 |
| BP BP PLC-Spons ADR | Reduce -0.7% | 0.13% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -19.0% | 0.07% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.7% | 0.40% | −0.02 |
| VLRS Controladora Vuela Cia-ADR | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -8.9% | 0.11% | −0.02 |
| RYAAY Ryanair Holdings PLC-SP ADR | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Reduce -9.7% | 0.13% | −0.02 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +1.4% | 2.89% | +1.08 |
| ORCL Oracle Corp. | Add +5.0% | 1.74% | +0.63 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 2.12% | +0.31 |
| ZS Zscaler Inc. | Add +27.1% | 0.60% | +0.29 |
| AMZN Amazon.com Inc. | Add +6.3% | 1.92% | +0.28 |
| BSV Vanguard Short-Term Bond ETF | Add +62.6% | 0.63% | +0.23 |
| TRMB Trimble Inc. | Add +164.5% | 0.33% | +0.21 |
| NOW ServiceNow Inc. | Add +3.7% | 0.95% | +0.21 |
| ROK Rockwell Automation Inc. | Add +4.9% | 0.73% | +0.16 |
| PH Parker Hannifin Corp. | Add +5.6% | 1.06% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 1.71% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.9% | 0.55% | +0.12 |
| META Meta Platforms Inc. Class A | Add +1.5% | 0.58% | +0.11 |
| LHX L3HARRIS Technologies Inc. | Add +3.0% | 0.68% | +0.10 |
| IBM Intl Business Machines Corp. | Add +15.6% | 0.43% | +0.10 |
| WMT Walmart Inc. | Add +2.5% | 1.10% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +4.2% | 1.01% | +0.09 |
| DELL Dell Technologies -C | Add +52.3% | 0.16% | +0.08 |
| DGRO iShares Core Dividend Growth | Add +42.5% | 0.27% | +0.08 |
| GE General Electric | Add +344.5% | 0.09% | +0.08 |
| AVDE Avantis International Equity | Add +51.6% | 0.19% | +0.07 |
| PYPL PayPal Holdings Inc. | Add +24.2% | 0.27% | +0.07 |
| BAC Bank of America Corp. | Add +4.9% | 0.51% | +0.06 |
| MU Micron Technology Inc. | Add +17.3% | 0.16% | +0.06 |
| EMR Emerson Electric Co. | Add +5.0% | 0.30% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +7.5% | 0.62% | +0.05 |
| DIS The Walt Disney Co. | Add +2.0% | 0.27% | +0.05 |
| LNG Cheniere Energy Inc. | Add +13.9% | 0.37% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +64.2% | 0.12% | +0.05 |
| MS Morgan Stanley | Add +10.1% | 0.20% | +0.04 |
| ULTA Ulta Beauty Inc. | Add +6.3% | 0.19% | +0.04 |
| JMUB JPMorgan Municipal ETF | Add +243.9% | 0.06% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.72% | +0.04 |
| GEV GE Vernova Inc. | Add +385.8% | 0.05% | +0.04 |
| H Hyatt Hotels Corp. Class A | Add +14.4% | 0.20% | +0.04 |
| BSX Boston Scientific Corp. | Add +3.4% | 0.79% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +11.8% | 0.14% | +0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +33.9% | 0.12% | +0.04 |
| COST Costco Wholesale Corp. | Add +2.9% | 1.16% | +0.03 |
| AXP American Express Co. | Add +3.8% | 0.21% | +0.03 |
| BLK BlackRock Inc. | Add +22.6% | 0.12% | +0.03 |
| HON Honeywell International Inc. | Add +6.0% | 0.25% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +69.6% | 0.07% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +21.3% | 0.05% | +0.02 |
| TSLA Tesla Inc. | Add +4.8% | 0.12% | +0.02 |
| COF Capital One Financial Corp. | Add +45.4% | 0.06% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +6.0% | 1.43% | +0.02 |
| MTB M & T Bank Corp. | Add +28.4% | 0.08% | +0.02 |
| USB US Bancorp | Add +23.6% | 0.09% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +1.7% | 0.11% | +0.02 |
Options Activity Q1 2025 → Q2 2025
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| AAPL Apple Inc. | COM · principal | Sold out | 3,000 | $666Kbefore exit |
| V Visa Inc. Class A | COM CL A · principal | Sold out | 1,000 | $350Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +5782.4% | 5,000 | $104K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 10 | $12Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |