SouthState Bank Corp
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), SouthState Bank Corp reported 1,275 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Broadcom (AVGO, 3.1%). Compared with Q4 2025, it opened 83 new positions, sold out of 128, added to 257 and reduced 507. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +74%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Winter Haven, FL
- CIK
- 0000764038
- Portfolio Value
- $2.1B (Q1 2026)
- SEC Filing
- 0001104659-26-055307 ↗ filed May 5, 2026
Holdings Value
Holdings 1,275 stocks · $2.1B
| AAPL Apple Inc. | 5.27% | 444,876 | $112.9M | Reduce -1.5% |
| MSFT Microsoft Corp. | 4.43% | 256,732 | $95.0M | Reduce -0.3% |
| AVGO Broadcom Inc. | 3.14% | 217,129 | $67.2M | Reduce -2.5% |
| PHYS Sprott Physical Gold Trust | 2.87% | 1,735,437 | $61.5M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.83% | 126,669 | $60.7M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 2.28% | 166,238 | $48.9M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 2.27% | 74,444 | $48.6M | Add +4.2% |
| V Visa Inc. Class A | 2.20% | 155,919 | $47.1M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 2.10% | 157,049 | $45.1M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.95% | 200,874 | $41.8M | Add +1.7% |
| MA Mastercard Inc. Class A | 1.84% | 78,915 | $39.4M | Reduce -0.7% |
| WMT Walmart Inc. | 1.54% | 265,896 | $33.0M | Add +3.9% |
| SHY iShares 1-3 Year Treasury Bo | 1.49% | 387,632 | $32.0M | Reduce -3.6% |
| PH Parker Hannifin Corp. | 1.49% | 35,621 | $31.9M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.47% | 197,511 | $31.5M | Reduce -0.4% |
| VLO Valero Energy Corp. | 1.33% | 115,624 | $28.6M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 1.25% | 287,802 | $26.7M | Add +4.0% |
| RMOP Rockefeller Opport Muni ETF | 1.22% | 1,047,005 | $26.0M | Add +21.1% |
| DFUS Dimensional US Eq MKT ETF | 1.18% | 357,142 | $25.3M | Reduce -8.4% |
| COST Costco Wholesale Corp. | 1.18% | 25,370 | $25.3M | Reduce -2.0% |
| ORCL Oracle Corp. | 1.18% | 171,495 | $25.2M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 1.12% | 111,535 | $24.0M | Add +0.1% |
| LHX L3HARRIS Technologies Inc. | 1.04% | 64,301 | $22.2M | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 1.03% | 47,907 | $22.1M | Add +5.6% |
| CVX Chevron Corp. | 1.03% | 106,461 | $22.0M | Add +4.3% |
| KO The Coca-Cola Co. | 0.95% | 268,662 | $20.4M | Reduce -0.0% |
| ROK Rockwell Automation Inc. | 0.91% | 54,402 | $19.5M | Add +1.1% |
| HD Home Depot Inc. | 0.91% | 58,989 | $19.4M | Reduce -1.2% |
| CB Chubb Ltd. | 0.88% | 58,002 | $18.9M | Add +0.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.85% | 386,936 | $18.2M | Reduce -3.8% |
| DHR Danaher Corp. | 0.84% | 95,021 | $18.0M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.83% | 62,142 | $17.9M | Reduce -1.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.83% | 225,236 | $17.9M | Add +74.4% |
| UITB Victoryshares Core Intermedi | 0.82% | 373,589 | $17.6M | Reduce -0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.79% | 224,406 | $16.9M | Reduce -6.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.78% | 327,256 | $16.7M | Add +14.1% |
| ABBV Abbvie Inc. | 0.77% | 75,417 | $16.4M | Add +1.1% |
| DFAI Dimensional International Co. | 0.76% | 418,596 | $16.3M | Reduce -11.9% |
| B Barrick Mining Corp. | 0.71% | 371,676 | $15.2M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 22,689 | $14.8M | Reduce -10.3% |
| BSV Vanguard Short-Term Bond ETF | 0.68% | 185,456 | $14.5M | Add +2.7% |
| SONY Sony Group Corp. - SP ADR | 0.66% | 687,517 | $14.2M | Reduce -2.3% |
| IJR iShares Core S&P Small-Cap E | 0.65% | 112,811 | $14.0M | Reduce -5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.65% | 31,720 | $13.9M | Add +3.5% |
| BX Blackstone Inc. | 0.64% | 118,707 | $13.7M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.62% | 78,667 | $13.3M | Add +5.7% |
| UNP Union Pacific Corp. | 0.61% | 53,775 | $13.0M | Add +0.8% |
| DGRO iShares Core Dividend Growth | 0.61% | 185,879 | $13.0M | Reduce -3.1% |
| ICE Intercontinental Exchange Inc. | 0.59% | 81,000 | $12.7M | Add +1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 253,378 | $12.4M | Reduce -0.7% |
| MU Micron Technology Inc. | 0.58% | 36,499 | $12.3M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.57% | 191,879 | $12.3M | Add +84.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.57% | 62,035 | $12.2M | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 0.55% | 20,525 | $11.7M | Reduce -0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.54% | 154,680 | $11.6M | Reduce -2.7% |
| ADBE Adobe Inc. | 0.53% | 47,047 | $11.4M | Reduce -5.8% |
| BSX Boston Scientific Corp. | 0.51% | 175,072 | $11.0M | Add +4.0% |
| LLY Eli Lilly & Co. | 0.51% | 11,861 | $10.9M | Add +4.7% |
| LNG Cheniere Energy Inc. | 0.50% | 37,712 | $10.7M | Add +7.3% |
| PG The Procter & Gamble Co. | 0.48% | 71,876 | $10.4M | Reduce -3.3% |
| NOW ServiceNow Inc. | 0.48% | 98,990 | $10.3M | Reduce -5.7% |
| SGOV iShares 0-3 Month Treasury B | 0.48% | 102,804 | $10.3M | Reduce -18.5% |
| SNA Snap-on Inc. | 0.48% | 28,298 | $10.3M | Add +2.5% |
| ROP Roper Technologies Inc. | 0.47% | 28,649 | $10.1M | Reduce -16.6% |
| HELO JPMorgan Hedged Equity ETF | 0.46% | 155,884 | $10.0M | Add +6.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 37,022 | $9.7M | Reduce -6.9% |
| JNJ Johnson & Johnson | 0.45% | 39,565 | $9.7M | Add +0.3% |
| ELV Elevance Health Inc. | 0.44% | 32,467 | $9.5M | Reduce -5.8% |
| AMGN Amgen Inc. | 0.42% | 25,380 | $8.9M | Add +3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 34,954 | $8.5M | Reduce -3.1% |
| SHEL Shell PLC-ADR | 0.37% | 85,098 | $7.9M | Add +0.2% |
| ETN Eaton Corp. PLC | 0.36% | 21,844 | $7.8M | Add +35.0% |
| TRMB Trimble Inc. | 0.36% | 117,854 | $7.7M | Reduce -6.7% |
| VOO Vanguard S&P 500 ETF | 0.35% | 12,425 | $7.4M | Add +46.4% |
| ZS Zscaler Inc. | 0.33% | 50,500 | $7.1M | Reduce -1.6% |
| ISCF iShares International Small | 0.32% | 163,270 | $6.8M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 11,465 | $6.6M | Add +49.8% |
| SYK Stryker Corp. | 0.30% | 19,853 | $6.5M | Add +1.7% |
| EMR Emerson Electric Co. | 0.30% | 49,218 | $6.4M | Reduce -1.2% |
| VONE Vanguard Russell 1000 | 0.30% | 21,597 | $6.4M | Reduce -9.3% |
| NOBL Proshares S&P 500 Dividend A | 0.29% | 58,867 | $6.2M | Add +700.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 67,412 | $6.1M | Reduce -7.0% |
| NVDA Nvidia Corp. | 0.28% | 34,668 | $6.0M | Add +3.3% |
| ACN Accenture PLC Class A | 0.28% | 30,429 | $6.0M | Reduce -8.9% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 103,390 | $6.0M | Reduce -5.3% |
| DUK Duke Energy Corp. | 0.27% | 44,375 | $5.8M | Reduce -2.6% |
| RSG Republic Services Inc. | 0.27% | 26,346 | $5.8M | Reduce -1.3% |
| MSI Motorola Solutions Inc. | 0.27% | 13,279 | $5.8M | Reduce -3.1% |
| LOW Lowe's Cos Inc. | 0.26% | 23,888 | $5.6M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.26% | 71,377 | $5.5M | Reduce -4.4% |
| DELL Dell Technologies -C | 0.26% | 33,307 | $5.5M | Add +5.8% |
| MS Morgan Stanley | 0.25% | 33,004 | $5.4M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 16,703 | $5.4M | Add +11.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 18,211 | $5.2M | Add +6.8% |
| H Hyatt Hotels Corp. Class A | 0.24% | 36,281 | $5.2M | Add +3.8% |
| AGG iShares Core U.S. Aggregate | 0.24% | 52,169 | $5.2M | Reduce -16.3% |
| YUM Yum! Brands Inc. | 0.24% | 32,905 | $5.1M | Reduce -0.0% |
| ULTA Ulta Beauty Inc. | 0.24% | 9,707 | $5.1M | Reduce -0.2% |
| ABT Abbott Laboratories | 0.22% | 46,638 | $4.8M | Reduce -15.2% |
| GEV GE Vernova Inc. | 0.22% | 5,461 | $4.8M | Add +40.6% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $54 (not counted above)
Total filed on the 13F, all lines: $2.1B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.3% | 4.43% | −1.14 |
| V Visa Inc. Class A | Reduce -3.4% | 2.20% | −0.33 |
| ORCL Oracle Corp. | Reduce -0.8% | 1.18% | −0.33 |
| AVGO Broadcom Inc. | Reduce -2.5% | 3.14% | −0.31 |
| AZN Astrazeneca PLC | Reduce -98.8% | 0.00% | −0.26 |
| ADBE Adobe Inc. | Reduce -5.8% | 0.53% | −0.25 |
| NOW ServiceNow Inc. | Reduce -5.7% | 0.48% | −0.24 |
| AAPL Apple Inc. | Reduce -1.5% | 5.27% | −0.22 |
| ROP Roper Technologies Inc. | Reduce -16.6% | 0.47% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 1.84% | −0.19 |
| ZS Zscaler Inc. | Reduce -1.6% | 0.33% | −0.19 |
| DHR Danaher Corp. | Reduce -3.5% | 0.84% | −0.17 |
| SONY Sony Group Corp. - SP ADR | Reduce -2.3% | 0.66% | −0.14 |
| ACN Accenture PLC Class A | Reduce -8.9% | 0.28% | −0.12 |
| GE General Electric | Reduce -48.3% | 0.11% | −0.11 |
| DFUS Dimensional US Eq MKT ETF | Reduce -8.4% | 1.18% | −0.11 |
| CADE Cadence Bank | Sold out | 0.00% | −0.10 |
| ELV Elevance Health Inc. | Reduce -5.8% | 0.44% | −0.10 |
| ABT Abbott Laboratories | Reduce -15.2% | 0.22% | −0.08 |
| TRMB Trimble Inc. | Reduce -6.7% | 0.36% | −0.08 |
| SGOV iShares 0-3 Month Treasury B | Reduce -18.5% | 0.48% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.3% | 0.69% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -3.1% | 0.40% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 2.83% | −0.08 |
| CRM Salesforce Inc. | Reduce -11.5% | 0.12% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.55% | −0.06 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -97.2% | 0.00% | −0.06 |
| AKRE Akre Focus ETF | Reduce -39.6% | 0.05% | −0.05 |
| BAC Bank of America Corp. | Reduce -0.7% | 0.58% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 0.83% | −0.05 |
| DFAI Dimensional International Co. | Reduce -11.9% | 0.76% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -50.5% | 0.04% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -10.3% | 0.13% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -96.3% | 0.00% | −0.05 |
| ADP Automatic Data Processing | Reduce -5.2% | 0.15% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -77.4% | 0.02% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -83.6% | 0.01% | −0.04 |
| AXP American Express Co. | Reduce -1.5% | 0.21% | −0.04 |
| VDC Vanguard Consumer Staple ETF | Reduce -100.0% | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -14.7% | 0.07% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -16.3% | 0.24% | −0.04 |
| DIS The Walt Disney Co. | Reduce -1.7% | 0.21% | −0.03 |
| VONE Vanguard Russell 1000 | Reduce -9.3% | 0.30% | −0.03 |
| B Barrick Mining Corp. | Reduce -1.8% | 0.71% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -32.7% | 0.03% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -32.1% | 0.07% | −0.03 |
| ULTA Ulta Beauty Inc. | Reduce -0.2% | 0.24% | −0.03 |
| DES Wisdomtree US Smallcap Divid | Reduce -98.1% | 0.00% | −0.03 |
| FIS Fidelity National Info Serv | Reduce -63.3% | 0.01% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -20.4% | 0.11% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VCSH Vanguard S/T Corp. Bond ETF | Add +74.4% | 0.83% | +0.37 |
| CVX Chevron Corp. | Add +4.3% | 1.03% | +0.33 |
| ISCF iShares International Small | New | 0.32% | +0.32 |
| VEA Vanguard Ftse Developed ETF | Add +84.2% | 0.57% | +0.28 |
| WMT Walmart Inc. | Add +3.9% | 1.54% | +0.27 |
| NOBL Proshares S&P 500 Dividend A | Add +700.0% | 0.29% | +0.26 |
| NEE Nextera Energy Inc. | Add +4.0% | 1.25% | +0.25 |
| RMOP Rockefeller Opport Muni ETF | Add +21.1% | 1.22% | +0.25 |
| XOM Exxon Mobil Corp. | Add +5.7% | 0.62% | +0.22 |
| LHX L3HARRIS Technologies Inc. | Add +1.4% | 1.04% | +0.20 |
| LNG Cheniere Energy Inc. | Add +7.3% | 0.50% | +0.19 |
| ETN Eaton Corp. PLC | Add +35.0% | 0.36% | +0.13 |
| JMST JPM Ultra-Short Muni Income | Add +14.1% | 0.78% | +0.13 |
| GEV GE Vernova Inc. | Add +40.6% | 0.22% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +46.4% | 0.35% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +49.8% | 0.31% | +0.10 |
| HBAN Huntington Bancshares Inc. | Add +19902.9% | 0.10% | +0.10 |
| SHEL Shell PLC-ADR | Add +0.2% | 0.37% | +0.09 |
| BIV Vanguard Intermediate-Term B | Add +1180.6% | 0.10% | +0.09 |
| JNJ Johnson & Johnson | Add +0.3% | 0.45% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +4.2% | 2.27% | +0.08 |
| VGT Vanguard Info Tech ETF | Add +69.9% | 0.21% | +0.08 |
| DELL Dell Technologies -C | Add +5.8% | 0.26% | +0.08 |
| CB Chubb Ltd. | Add +0.1% | 0.88% | +0.07 |
| BP BP PLC-Spons ADR | Add +0.8% | 0.21% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +198.9% | 0.09% | +0.06 |
| AMGN Amgen Inc. | Add +3.5% | 0.42% | +0.06 |
| UNP Union Pacific Corp. | Add +0.8% | 0.61% | +0.06 |
| SNA Snap-on Inc. | Add +2.5% | 0.48% | +0.05 |
| ANET Arista Networks Inc. | Add +52.8% | 0.16% | +0.05 |
| VCIT Vanguard Int-Term Corporate | Add +88.1% | 0.10% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +33.8% | 0.16% | +0.05 |
| BHP BHP Group Ltd.-Spon ADR | Add +22.5% | 0.13% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.04% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | New | 0.04% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +2.7% | 0.68% | +0.04 |
| PSX Phillips 66 | Add +0.0% | 0.12% | +0.04 |
| SCHP Schwab U.S. Tips ETF | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | Add +2.9% | 0.13% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +8.3% | 0.21% | +0.03 |
| HELO JPMorgan Hedged Equity ETF | Add +6.6% | 0.46% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +29.8% | 0.10% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.7% | 0.25% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 1.12% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.8% | 0.24% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +11.4% | 0.21% | +0.02 |
| EOG EOG Resources Inc. | Add +4.5% | 0.06% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +10.0% | 0.15% | +0.02 |
| SO The Southern Co. | Add +0.9% | 0.14% | +0.02 |
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 |