South Shore Capital Advisors Portfolio Holdings
South Shore Capital Advisors
- $133 Million
- Q4 2025
South Shore Capital Advisors has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $133 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.7M, Ishares Core S&P U.S Growth Et with a value of $8.22M, Alphabet Inc. with a value of $8.1M, Microsoft Corp with a value of $6.64M, and Apple Inc. with a value of $5.07M.
Examining the 13F form we can see an increase of $89.7M in the current position value, from $42.9M to 133M.
Below you can find more details about South Shore Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$133 Million
ETFs: $48.5 Million
Technology: $27.3 Million
Financial Services: $19.5 Million
Communication Services: $13.5 Million
Consumer Cyclical: $8.14 Million
Industrials: $5.11 Million
Healthcare: $4.66 Million
Consumer Defensive: $1.77 Million
Other: $4.24 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 140
- Current Value $133 Million
- Prior Value $42.9 Million
- Filing
- Period Q4 2025
- Filing Date January 21, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 100 stocks
- Additional Purchases 22 stocks
- Sold out of 0 stocks
- Reduced holdings in 14 stocks