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.
SouthState Bank Corp (CIK 764038) reported $2.14B across 1,266 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($112.9M, 5.27%), MSFT ($95.0M, 4.43%), AVGO ($67.2M, 3.14%), PHYS ($61.5M, 2.87%), BRK/B ($60.7M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $112.9M | 5.27% | 444,876 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $95.0M | 4.43% | 256,732 | Trimmed |
| 3 | AVGO | BROADCOM INC | $67.2M | 3.14% | 217,129 | Trimmed |
| 4 | PHYS | SPROTT ASSET MANAGEMENT LP | $61.5M | 2.87% | 1.7M | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.7M | 2.83% | 126,669 | Trimmed |
| 6 | JPM | JP MORGAN CHASE & CO | $48.9M | 2.28% | 166,238 | Added |
| 7 | IVV | ISHARES CORE S&P 500 ETF | $48.6M | 2.27% | 74,444 | Added |
| 8 | V | VISA INC | $47.1M | 2.20% | 155,919 | Trimmed |
| 9 | GOOG | ALPHABET INC | $45.1M | 2.10% | 157,049 | Added |
| 10 | AMZN | AMAZON COM INC | $41.8M | 1.95% | 200,874 | Added |
| 11 | MA | MASTERCARD INC-A | $39.4M | 1.84% | 78,915 | Trimmed |
| 12 | WMT | WALMART INC | $33.0M | 1.54% | 265,896 | Added |
| 13 | PH | PARKER HANNIFIN CORP COM | $31.9M | 1.49% | 35,621 | Trimmed |
| 14 | SHY | ISHARES BARCLAYS 1-3 YEAR TR E | $32.0M | 1.49% | 387,632 | Trimmed |
| 15 | TJX | TJX COMPANIES | $31.5M | 1.47% | 197,511 | Trimmed |
| 16 | VLO | VALERO ENERGY CORP | $28.6M | 1.33% | 115,624 | Trimmed |
| 17 | NEE | NEXTERA ENERGY INC | $26.7M | 1.25% | 287,802 | Added |
| 18 | RMOP | TIDAL TRUST III | $26.0M | 1.22% | 1.0M | Added |
| 19 | ORCL | ORACLE CORP | $25.2M | 1.18% | 171,495 | Trimmed |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $25.3M | 1.18% | 357,142 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $25.3M | 1.18% | 25,370 | Trimmed |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $24.0M | 1.12% | 111,535 | Added |
| 23 | LHX | L3 HARRIS TECHNOLOGIES INC | $22.2M | 1.04% | 64,301 | Added |
| 24 | ISRG | INTUITIVE SURGICAL INC | $22.1M | 1.03% | 47,907 | Added |
| 25 | CVX | CHEVRON CORPORATION | $22.0M | 1.03% | 106,461 | Added |
Source: SEC Form 13F filings · as of 2026-03-31