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South Shore Capital Advisors Top Holdings and 13F Report (2026)

About South Shore Capital Advisors

Investment Activity

  • South Shore Capital Advisors has $136.75 million in total holdings as of March 31, 2026.
  • South Shore Capital Advisors owns shares of 139 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
  • Approximately 15.84% of the portfolio was purchased this quarter.
  • About 11.70% of the portfolio was sold this quarter.
  • This quarter, South Shore Capital Advisors has purchased 136 new stocks and bought additional shares in 45 stocks.
  • South Shore Capital Advisors sold shares of 50 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Alphabet
$7,799,397
Microsoft
$4,725,703
Apple
$4,618,588

Largest New Holdings this Quarter

H42097107 - UBS Group
$2,169,728 Holding
46140H106 - Invesco DB Agriculture Fund
$737,640 Holding
78463X889 - SPDR Portfolio Developed World ex-US ETF
$701,184 Holding
92189H607 - VanEck Oil Services ETF
$606,315 Holding
872540109 - TJX Companies
$567,402 Holding

Largest Purchases this Quarter

Novartis
25,238 shares (about $3.80M)
UBS Group
56,737 shares (about $2.17M)
ASML
876 shares (about $1.09M)
Invesco DB Agriculture Fund
27,000 shares (about $737.64K)
SPDR Portfolio Developed World ex-US ETF
15,360 shares (about $701.18K)

Largest Sales this Quarter

Alphabet
2,187 shares (about $628.89K)
Micron Technology
1,538 shares (about $519.61K)
Amazon.com
1,397 shares (about $290.95K)
BNY
2,450 shares (about $290.64K)
Visa
949 shares (about $286.82K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSouth Shore Capital Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,421,212$14,958 -0.1%17,5628.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,799,397$628,886 -7.5%27,1235.7%Computer and Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$7,685,693$38,933 -0.5%49,5505.6%Manufacturing
Microsoft Corporation stock logo
MSFT
Microsoft
$4,725,703$116,236 -2.4%12,7663.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,618,588$194,408 -4.0%18,1983.4%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$4,493,213$3,804,976 552.9%29,8033.3%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,299,888$104,560 2.5%9,9933.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,360,734$11,733 0.4%13,7492.5%Medical
Visa Inc. stock logo
V
Visa
$3,311,304$286,823 -8.0%10,9562.4%Business Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,253,489$77,768 2.4%6,1082.4%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3,223,1320.0%23,3022.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$3,125,340$189,724 -5.7%10,0982.3%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$2,526,934$1,089,367 75.8%2,0321.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,285,903$14,629 -0.6%7,9691.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,275,721$958 0.0%4,7491.7%Finance
Willis Towers Watson Public Limited Company stock logo
WTW
Willis Towers Watson Public
$2,259,611$88,082 -3.8%7,7731.7%Finance
UBS Group AG stock logo
UBS
UBS Group
$2,169,728$2,169,728 New Holding56,7371.6%Finance
American Express Company stock logo
AXP
American Express
$2,164,849$111,918 -4.9%7,1571.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,944,409$290,953 -13.0%9,3361.4%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,886,158$183,639 -8.9%3,2971.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,537,390$118,073 -7.1%8,8151.1%Computer and Technology
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$1,521,026$404,976 36.3%18,0131.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,343,032$31,939 2.4%27,7951.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,329,156$12,170 0.9%4,0411.0%Retail/Wholesale
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$1,305,476$66,522 -4.8%17,9371.0%Energy
Capital One Financial Corporation stock logo
COF
Capital One Financial
$1,266,611$143,755 -10.2%6,9430.9%Finance
WALMART INC
$1,173,384$25,603 2.2%9,4410.9%COM
AutoZone, Inc. stock logo
AZO
AutoZone
$1,016,712$37,156 3.8%3010.7%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$997,896$31,055 3.2%4,1130.7%Transportation
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$978,385$79,130 -7.5%3,3260.7%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$936,612$5,113 0.5%10,6240.7%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$936,153$75,432 8.8%1,8740.7%Business Services
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$914,487$17,626 -1.9%11,1550.7%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$902,978$83,841 10.2%19,6770.7%ETF
Nokia Corporation stock logo
NOK
Nokia
$877,928$36,309 -4.0%109,1950.6%Computer and Technology
RenaissanceRe Holdings Ltd. stock logo
RNR
RenaissanceRe
$876,829$49,637 6.0%2,9500.6%Finance
Cavco Industries, Inc. stock logo
CVCO
Cavco Industries
$830,557$46,008 5.9%1,7150.6%Construction
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$803,134$12,817 1.6%8,6470.6%Utilities
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$756,315$3,759 0.5%2,2130.6%Computer and Technology
Invesco DB Agriculture Fund stock logo
DBA
Invesco DB Agriculture Fund
$737,640$737,640 New Holding27,0000.5%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$707,414$42,204 6.3%8,5820.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$701,184$701,184 New Holding15,3600.5%ETF
Crane stock logo
CR
Crane
$634,837$30,955 -4.6%3,7120.5%Industrials
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$617,696$217,895 -26.1%8,8560.5%ETF
SAP SE stock logo
SAP
SAP
$606,355$393,664 185.1%3,5750.4%Computer and Technology
VanEck Oil Services ETF stock logo
OIH
VanEck Oil Services ETF
$606,315$606,315 New Holding1,5000.4%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$606,218$4,583 -0.8%1,4550.4%Construction
Impact Shares Womens Empowerment ETF stock logo
WOMN
Impact Shares Womens Empowerment ETF
$583,9700.0%14,7550.4%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$567,402$567,402 New Holding3,5530.4%Retail/Wholesale
HSBC Holdings plc stock logo
HSBC
HSBC
$565,056$565,056 New Holding6,8500.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$551,890$10,627 -1.9%7790.4%Industrials
CrowdStrike stock logo
CRWD
CrowdStrike
$533,690$20,692 -3.7%1,3670.4%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$521,774$62,099 -10.6%5,7640.4%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$520,450$185,875 -26.3%7,0000.4%ETF
UNILEVER PLC
$513,407$99,214 24.0%9,0610.4%SPON ADR NEW
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$507,885$40,474 -7.4%7780.4%ETF
SPDR MSCI USA Gender Diversity ETF stock logo
SHE
SPDR MSCI USA Gender Diversity ETF
$507,774$4,857 1.0%3,9730.4%ETF
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$504,966$163,130 47.7%9,2400.4%ETF
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$500,127$500,127 New Holding1,2280.4%Construction
PepsiCo, Inc. stock logo
PEP
PepsiCo
$496,3070.0%3,1960.4%Consumer Staples
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$485,255$174,438 -26.4%3,0600.4%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$485,169$112,156 -18.8%2,3100.4%Computer and Technology
NACP
Impact Shares NAACP Minority Empowerment ETF
$464,007$4,836 1.1%9,5950.3%ETF
BNY stock logo
BK
BNY
$462,658$290,644 -38.6%3,9000.3%Finance
CSX Corporation stock logo
CSX
CSX
$458,7340.0%11,1750.3%Transportation
Procure Space ETF stock logo
UFO
Procure Space ETF
$448,100$112,025 33.3%10,0000.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$443,304$25,744 6.2%7,8350.3%ETF
KLA Corporation stock logo
KLAC
KLA
$443,206$443,206 New Holding3010.3%Computer and Technology
Public Storage stock logo
PSA
Public Storage
$433,723$35,489 -7.6%1,6010.3%Finance
Meritage Homes Corporation stock logo
MTH
Meritage Homes
$430,654$79,959 -15.7%6,9640.3%Construction
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$430,258$430,258 New Holding2,5360.3%Energy
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$429,886$6,517 -1.5%1,9790.3%ETF
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$429,089$429,089 New Holding5,9030.3%Consumer Staples
Sun Communities, Inc. stock logo
SUI
Sun Communities
$423,100$34,765 9.0%3,3590.3%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$421,991$25,053 6.3%1,8360.3%Business Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$421,881$88,180 26.4%2440.3%Retail/Wholesale
Corning Incorporated stock logo
GLW
Corning
$418,788$206,675 -33.0%3,0800.3%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$414,026$132,376 47.0%7350.3%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$409,948$409,948 New Holding3,4080.3%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$385,601$110,172 40.0%1,1410.3%Computer and Technology
VERALTO CORP
$382,086$382,086 New Holding4,3210.3%COM SHS
ASTRAZENECA PLC
$375,615$224,710 -37.4%1,9390.3%SPONSORED ADR
CocaCola Company (The) stock logo
KO
CocaCola
$374,014$1,673 -0.4%4,9180.3%Consumer Staples
On Holding AG stock logo
ONON
ON
$366,906$5,613 -1.5%10,7850.3%Retail/Wholesale
Emerson Electric Co. stock logo
EMR
Emerson Electric
$358,339$358,339 New Holding2,7350.3%Industrials
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$351,743$351,743 New Holding6260.3%Medical
FedEx Corporation stock logo
FDX
FedEx
$341,2200.0%9580.2%Transportation
CME Group Inc. stock logo
CME
CME Group
$340,243$20,084 -5.6%1,1520.2%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$339,038$86,920 34.5%13,2230.2%ETF
RTX Corporation stock logo
RTX
RTX
$335,408$1,929 -0.6%1,7390.2%Aerospace
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$334,490$159,894 91.6%3640.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$330,6890.0%4,2620.2%Computer and Technology
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$326,4210.0%2,2790.2%Transportation
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$315,576$10,742 3.5%1,0870.2%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$315,456$10,408 3.4%8790.2%Computer and Technology
Webster Financial Corporation stock logo
WBS
Webster Financial
$314,373$1,735 0.6%4,5290.2%Finance
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$311,250$311,250 New Holding15,0000.2%Energy
Waters Corporation stock logo
WAT
Waters
$311,201$311,201 New Holding1,0450.2%Medical
SPDR S&P Bank ETF stock logo
KBE
SPDR S&P Bank ETF
$308,112$189,965 -38.1%5,1740.2%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$308,060$127,371 -29.3%2,3920.2%Computer and Technology

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