Q2 2026 13F · SEC CIK 1852993

South Shore Capital Advisors

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $149.4M
Reported positions: 154
Holdings vs S&P 500, 3 yrs: —
Assets under management: $272.8M

South Shore Capital Advisors is a wealth manager that reported 154 positions worth $149.4M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 9.0%), iShares ETFs/USA (IUSG, 6.3%), Alphabet Inc (GOOGL, 5.7%).

South Shore Capital Advisors holdings largest 50 of 154 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

South Shore Capital Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	9.0%	8.4%	17,989	+2.4%	$13.4M
IUSGiShares ETFs/USA	6.3%	5.6%	49,860	+0.6%	$9.4M
GOOGLAlphabet Inc	5.7%	5.7%	24,006	-11.5%	$8.6M
AAPLApple Inc	3.3%	3.4%	17,185	-5.6%	$5.0M
MSFTMicrosoft Corp	3.1%	3.5%	12,259	-4.0%	$4.6M
QQQInvesco Qqq Tr	2.8%	2.4%	5,682	-7.0%	$4.2M
AVGOBroadcom Inc	2.5%	2.3%	9,947	-1.5%	$3.8M
VVisa Inc Com Cl A	2.5%	2.4%	10,824	-1.2%	$3.7M
VTVanguard Total World Stock Index Fund Et	2.5%	2.4%	23,348	+0.2%	$3.7M
GLDSpdr Gold Shares	2.4%	3.1%	9,890	-1.0%	$3.6M
JNJJohnson & Johnson	2.3%	2.5%	13,605	-1.0%	$3.5M
GOOGAlphabet Inc	1.9%	1.7%	7,940	-0.4%	$2.8M
ASMLAsml Hldg NV	1.7%	1.8%	1,281	-37.0%	$2.5M
AXPAmerican Express Co Com	1.6%	1.6%	7,027	-1.8%	$2.4M
AMZNAmazon Com Inc Com	1.5%	1.4%	9,338	+0.0%	$2.2M
WTWWillis Towers Watson PLC Ltd	1.4%	1.7%	7,773	+0.0%	$2.0M
METAMeta Platforms Inc Class A	1.2%	1.4%	3,189	-3.3%	$1.8M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.7%	3,522	-25.8%	$1.8M
NVDANvidia Corporation Com	1.2%	1.1%	8,621	-2.2%	$1.7M
EWJIshares Inc	1.1%	1.1%	18,278	+1.5%	$1.7M
SPSMSpdr Series Trust	1.0%	1.0%	26,849	-3.4%	$1.5M
COFCapital One Financial Corp	1.0%	0.9%	7,454	+7.4%	$1.5M
AMATApplied Matls Inc	1.0%	0.6%	2,037	-8.0%	$1.5M
NOKNokia Corp	0.9%	0.6%	106,754	-2.2%	$1.4M
HDHome Depot Inc Com	0.9%	1.0%	3,928	-2.8%	$1.4M
WMBWilliams Companies	0.8%	1.0%	16,285	-9.2%	$1.2M
UNPUnion Pac Corp	0.7%	0.7%	4,113	+0.0%	$1.1M
STRLSterling Infrastructure Inc	0.7%	—	1,304	—	$1.1M
JPMJpmorgan Chase & Co	0.7%	0.7%	3,327	+0.0%	$1.1M
WMTWalmart Inc	0.7%	0.9%	9,413	-0.3%	$1.1M
CVCOCavco Industries Inc	0.7%	0.6%	1,715	+0.0%	$1.1M
CRWDCrowdstrike Hldgs Inc Class A	0.7%	—	1,367	—	$1.0M
MAMastercard Inc.	0.6%	0.7%	1,874	+0.0%	$962K
AZOAutozone Inc	0.6%	0.7%	293	-2.7%	$936K
XLPState Street Consumer Staples Select Sec	0.6%	0.7%	11,155	+0.0%	$927K
KLACKla Corp	0.6%	—	2,948	—	$889K
RNRRenaissancere Holdings Ltd Com Stk Usd1	0.6%	0.6%	2,799	-5.1%	$887K
GLWCorning Inc.	0.6%	—	3,425	—	$875K
XLUSpdr	0.6%	0.7%	19,003	-3.4%	$862K
CRCrane Company	0.5%	0.5%	3,680	-0.9%	$821K
HSBCHsbc Hldgs PLC	0.5%	0.4%	8,550	+24.8%	$813K
SPDWSPDR Portfolio Developed World	0.5%	0.5%	15,705	+2.2%	$791K
IBMInternational Business Machs	0.5%	—	2,807	—	$789K
CATCaterpillar Inc Com	0.5%	—	722	—	$769K
IAUIshares Gold Trust	0.5%	0.7%	10,086	-5.1%	$762K
VGKVanguard Intl Equity Index F	0.5%	0.5%	8,582	+0.0%	$760K
FEZSpdr Index Shs Fds	0.5%	—	10,755	—	$739K
NEENextera Energy Inc Com	0.5%	0.6%	8,135	-5.9%	$714K
TTTrane Technologies PLC	0.5%	0.4%	1,451	-0.3%	$713K
IEMGIshares	0.5%	0.5%	8,296	-6.3%	$687K

What South Shore Capital Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$149.4M	154
Q1 2026	$136.8M	139
Q4 2025	$136.8M	136
Q3 2022	$42.3M	76
Q2 2022	$47.9M	85
Q1 2022	$61.4M	106
Q4 2021	$61.3M	96
Q3 2021	$54.4M	91
Q2 2021	$55.6M	94
Q1 2021	$100.5M	121
Q4 2020	$101.0M	120

Questions about South Shore Capital Advisors's portfolio

What stocks does South Shore Capital Advisors own?

South Shore Capital Advisors's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 154 positions worth $149.4M. The largest are Spdr S&p 500 ETF Tr (SPY) at 9.0%, iShares ETFs/USA (IUSG) at 6.3%, Alphabet Inc (GOOGL) at 5.7%, Apple Inc (AAPL) at 3.3% and Microsoft Corp (MSFT) at 3.1%.

What did South Shore Capital Advisors buy last quarter?

In Q2 2026, South Shore Capital Advisors added Hsbc Hldgs PLC (HSBC) (+24.8% shares) and Capital One Financial Corp (COF) (+7.4% shares), compared with its Q1 2026 filing.

What did South Shore Capital Advisors sell last quarter?

In Q2 2026, South Shore Capital Advisors cut from its top 50 Novartis AG (NVS), cut from its top 50 Ubs Group AG (UBS), cut from its top 50 Invesco Db Multi-Sector Comm (DBA), cut from its top 50 Sap SE (SAPGF), cut from its top 50 Vaneck ETF Trust (OIH), Asml Hldg NV (ASML) (-37.0% shares), Berkshire Hathaway Inc Del (BRK-B) (-25.8% shares) and Alphabet Inc (GOOGL) (-11.5% shares), compared with its Q1 2026 filing.

When is South Shore Capital Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. South Shore Capital Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does South Shore Capital Advisors manage?

South Shore Capital Advisors reported $272.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $149.4M.