Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
South Shore Capital Advisors (CIK 1852993) reported $136.8M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($11.4M, 8.35%), GOOGL ($7.8M, 5.70%), IUSG ($7.7M, 5.62%), MSFT ($4.7M, 3.46%), AAPL ($4.6M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $11.4M | 8.35% | 17,562 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $7.8M | 5.70% | 27,123 | Trimmed |
| 3 | IUSG | ISHARES TR | $7.7M | 5.62% | 49,550 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $4.7M | 3.46% | 12,766 | Trimmed |
| 5 | AAPL | APPLE INC | $4.6M | 3.38% | 18,198 | Trimmed |
| 6 | NVS | NOVARTIS AG | $4.5M | 3.29% | 29,803 | Added |
| 7 | GLD | SPDR GOLD TR | $4.3M | 3.14% | 9,993 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $3.4M | 2.46% | 13,749 | Added |
| 9 | V | VISA INC | $3.3M | 2.42% | 10,956 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $3.3M | 2.38% | 6,108 | Added |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | $3.2M | 2.36% | 23,302 | Hold |
| 12 | AVGO | BROADCOM INC | $3.1M | 2.29% | 10,098 | Trimmed |
| 13 | ASML | ASML HLDG NV | $2.5M | 1.85% | 2,032 | Added |
| 14 | GOOG | ALPHABET INC | $2.3M | 1.67% | 7,969 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.66% | 4,749 | Trimmed |
| 16 | WTW | WILLIS TOWERS WATSON PLC LTD | $2.3M | 1.65% | 7,773 | Trimmed |
| 17 | UBS | UBS GROUP AG | $2.2M | 1.59% | 56,737 | New |
| 18 | AXP | AMERICAN EXPRESS CO | $2.2M | 1.58% | 7,157 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $1.9M | 1.42% | 9,336 | Trimmed |
| 20 | META | META PLATFORMS INC | $1.9M | 1.38% | 3,297 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $1.5M | 1.12% | 8,815 | Trimmed |
| 22 | EWJ | ISHARES INC | $1.5M | 1.11% | 18,013 | Added |
| 23 | SPSM | SPDR SERIES TRUST | $1.3M | 0.98% | 27,795 | Added |
| 24 | HD | HOME DEPOT INC | $1.3M | 0.97% | 4,041 | Added |
| 25 | WMB | WILLIAMS COS INC | $1.3M | 0.95% | 17,937 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31