Top 50 South Shore Capital Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.99% | 18.0K | $13.4M | +2.43%(+427) | $674.41(+14.70%) | 2026-06-30 | |
| IUSG | ISHARES TR | 6.28% | 49.9K | $9.4M | +0.63%(+310) | $166.24(+16.54%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.74% | 24.0K | $8.6M | -11.49%(-3.12K) | $278.05(+26.40%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.33% | 17.2K | $5.0M | -5.57%(-1.01K) | $263.24(+16.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.06% | 12.3K | $4.6M | -3.97%(-507) | $500.79(+0.39%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.8% | 5.7K | $4.2M | -6.97%(-426) | $607.06(+18.74%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.52% | 9.9K | $3.8M | -1.50%(-151) | $344.94(+21.87%) | 2026-06-30 | |
| V | VISA INC | 2.49% | 10.8K | $3.7M | -1.20%(-132) | $346.04(+4.45%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.45% | 23.3K | $3.7M | +0.20%(+46) | $139.44(+15.76%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.44% | 9.9K | $3.6M | -1.03%(-103) | $376.80(+7.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | -2.91% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | -7.63% |
South Shore Capital Advisors reports $149.38M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.0%), IUSG (6.3%) and GOOGL (5.7%). The top 20 holdings account for 55.1% of reported assets. Its disclosed equity book has returned -2.91% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from South Shore Capital Advisorsโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1852993). View South Shore Capital Advisorsโs 13F filings on SEC