Q3 2026 13F · SEC CIK 1852993

South Shore Capital Advisors

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $145.8M
Reported positions: 157
Holdings vs S&P 500, 3 yrs: —
Assets under management: $272.8M

South Shore Capital Advisors is a wealth manager that reported 157 positions worth $145.8M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 9.5%), Alphabet Inc (GOOGL, 5.4%), Microsoft Corp (MSFT, 4.6%).

South Shore Capital Advisors holdings largest 50 of 157 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	9.5%	9.0%	18,159	+0.9%	$13.8M
GOOGLAlphabet Inc	5.4%	5.7%	22,825	-4.9%	$7.9M
MSFTMicrosoft Corp	4.6%	3.1%	13,035	+6.3%	$6.7M
AAPLApple Inc	3.8%	3.3%	16,785	-2.3%	$5.6M
QQQInvesco Qqq Tr	3.3%	2.8%	6,496	+14.3%	$4.8M
NVSNovartis AG	3.1%	—	31,169	—	$4.5M
VVisa Inc	2.6%	2.5%	10,588	-2.2%	$3.8M
GLDSpdr Gold Tr	2.6%	2.4%	9,970	+0.8%	$3.8M
VTVanguard Intl Equity Index F	2.5%	2.5%	23,348	+0.0%	$3.7M
JNJJohnson & Johnson	2.4%	2.3%	13,253	-2.6%	$3.5M
AVGOBroadcom Inc	2.3%	2.5%	9,593	-3.6%	$3.4M
GOOGAlphabet Inc	1.8%	1.9%	7,900	-0.5%	$2.7M
WTWWillis Towers Watson PLC Ltd	1.6%	1.4%	8,273	+6.4%	$2.4M
AMZNAmazon Com Inc	1.6%	1.5%	9,118	-2.4%	$2.3M
METAMeta Platforms Inc	1.5%	1.2%	3,029	-5.0%	$2.2M
AXPAmerican Express Co	1.5%	1.6%	6,989	-0.5%	$2.1M
NVDANvidia Corporation	1.4%	1.2%	9,209	+6.8%	$2.1M
IUSGIshares Tr	1.3%	6.3%	9,926	-80.1%	$2.0M
ASMLAsml Hldg NV	1.3%	1.7%	1,033	-19.4%	$1.9M
EWJIshares Inc	1.2%	1.1%	18,195	-0.5%	$1.8M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	3,512	-0.3%	$1.7M
SPSMSpdr Series Trust	1.0%	1.0%	28,741	+7.0%	$1.5M
COFCapital One Finl Corp	1.0%	1.0%	7,653	+2.7%	$1.5M
VGKVanguard Ftse Europe ETF	1.0%	0.5%	16,587	+93.3%	$1.4M
CRWDCrowdstrike Hldgs Inc	1.0%	0.7%	5,395	+294.7%	$1.4M
UNPUnion Pac Corp	0.8%	0.7%	4,083	-0.7%	$1.1M
JPMJpmorgan Chase & Co	0.8%	0.7%	3,356	+0.9%	$1.1M
WMBWilliams Cos	0.8%	0.8%	16,157	-0.8%	$1.1M
AMATApplied Matls Inc	0.7%	1.0%	2,033	-0.2%	$1.0M
XLPSelect Sector Spdr Tr	0.7%	0.6%	12,123	+8.7%	$977K
WMTWalmart Inc	0.7%	0.7%	9,300	-1.2%	$966K
CVCOCavco Inds Inc Del	0.7%	0.7%	1,698	-1.0%	$951K
JAAAJanus Detroit Str Tr	0.6%	—	18,764	—	$947K
HSBCHsbc Hldgs PLC	0.6%	0.5%	9,425	+10.2%	$936K
HDHome Depot Inc	0.6%	0.9%	3,219	-18.0%	$916K
MAMastercard Incorporated	0.6%	0.6%	1,655	-11.7%	$913K
RNRRenaissancere Holdings	0.6%	0.6%	2,779	-0.7%	$884K
SPDWSpdr Index Shs Fds	0.6%	0.5%	16,340	+4.0%	$820K
AZOAutozone Inc	0.5%	0.6%	283	-3.4%	$801K
CRAKVaneck ETF Trust	0.5%	—	12,500	—	$792K
TMUST-Mobile US Inc	0.5%	—	3,124	—	$745K
CRCrane Company	0.5%	0.5%	3,635	-1.2%	$742K
IAUIshares Gold Tr	0.5%	0.5%	9,161	-9.2%	$715K
IEMGIshares Inc	0.5%	0.5%	8,525	+2.8%	$692K
WOMNTidal Trust III	0.4%	—	14,675	—	$642K
SHEState Street Spdr Msci USA Gender Divers	0.4%	—	3,909	—	$616K
CATCaterpillar Inc	0.4%	0.5%	722	+0.0%	$585K
KLACKla Corp	0.4%	0.6%	2,948	+0.0%	$575K
NACPTidal Trust III	0.4%	—	9,161	—	$559K
IVVIshares Tr	0.4%	—	729	—	$558K

What South Shore Capital Advisors bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$145.8M	157
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 Q3 2026 and filed Oct 20, 2026, lists 157 positions worth $145.8M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 9.5%, Alphabet Inc (GOOGL) at 5.4%, Microsoft Corp (MSFT) at 4.6%, Apple Inc (AAPL) at 3.8% and Invesco Qqq Tr (QQQ) at 3.3%.

What did South Shore Capital Advisors buy last quarter?

In Q3 2026, South Shore Capital Advisors added Crowdstrike Hldgs Inc (CRWD) (+294.7% shares), Vanguard Ftse Europe ETF (VGK) (+93.3% shares) and Invesco Qqq Tr (QQQ) (+14.3% shares), compared with its Q2 2026 filing.

What did South Shore Capital Advisors sell last quarter?

In Q3 2026, South Shore Capital Advisors cut from its top 50 Nokia Corp (NOK), cut from its top 50 Sterling Infrastructure Inc (STRL), cut from its top 50 Corning Inc (GLW), cut from its top 50 Select Sector Spdr Tr (XLU), cut from its top 50 International Business Machs (IBM), Ishares Tr (IUSG) (-80.1% shares), Asml Hldg NV (ASML) (-19.4% shares) and Home Depot Inc (HD) (-18.0% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $145.8M.