South Shore Capital Advisors holds a diversified book of 154 reported positions worth $149.4M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Intl Business Machines Corp and trimmed Alphabet Inc-CL A. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the reported non-option book. Cloning the disclosed picks since 2022 would be +83% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning South Shore Capital Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as South Shore Capital Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 11 / 80 | $642.5M |
| Swiss Re Ltd | 38 / 80 | $1.0B |
| Noked Israel Ltd | 8 / 80 | $889.3M |
| Uhlmann Price Securities, LLC | 32 / 80 | $2.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| New World Advisors LLC | 35 / 80 | $528.6M |
| Ketron Financial | 22 / 80 | $281.3M |
Ranked by the share of each fund's own book sitting in the names it shares with South Shore Capital Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $13.4M | 18.0K | 9.0% | ▲+2.4% Added · +427 sh | |
| 2 | Ishares TR CORE S&P US GWT | $9.4M | 49.9K | 6.3% | ▲+0.6% Added · +310 sh | |
| 3 | Alphabet Inc CAP STK CL A | $8.6M | 24.0K | 5.7% | ▼−11% Reduced · −3K sh | |
| 4 | Apple Inc COM | $5.0M | 17.2K | 3.3% | ▼−5.6% Reduced · −1K sh | |
| 5 | Microsoft Corp COM | $4.6M | 12.3K | 3.1% | ▼−4.0% Reduced · −507 sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $4.2M | 5.7K | 2.8% | ▼−7.0% Reduced · −426 sh | |
| 7 | Broadcom Inc COM | $3.8M | 9.9K | 2.5% | ▼−1.5% Reduced · −151 sh | |
| 8 | Visa Inc COM CL A | $3.7M | 10.8K | 2.5% | ▼−1.2% Reduced · −132 sh | |
| 9 | Vanguard Intl Equity Index F TT WRLD ST ETF | $3.7M | 23.3K | 2.5% | ▲+0.2% Added · +46 sh | |
| 10 | SPDR Gold TR GOLD SHS | $3.6M | 9.9K | 2.4% | ▼−1.0% Reduced · −103 sh | |
| 11 | Johnson & Johnson COM | $3.5M | 13.6K | 2.3% | ▼−1.0% Reduced · −144 sh | |
| 12 | Alphabet Inc CAP STK CL C | $2.8M | 7.9K | 1.9% | ▼−0.4% Reduced · −29 sh | |
| 13 | ASML Hldg NV N Y REGISTRY SHS | $2.5M | 1.3K | 1.7% | ▼−37% Reduced · −751 sh | |
| 14 | American Express Co COM | $2.4M | 7.0K | 1.6% | ▼−1.8% Reduced · −130 sh | |
| 15 | Amazon Com Inc COM | $2.2M | 9.3K | 1.5% | ▲~0% Added · +2 sh | |
| 16 | Willis Towers Watson PLC Ltd SHS | $2.0M | 7.8K | 1.4% | —Held | |
| 17 | Meta Platforms Inc CL A | $1.8M | 3.2K | 1.2% | ▼−3.3% Reduced · −108 sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.5K | 1.2% | ▼−26% Reduced · −1K sh | |
| 19 | Nvidia Corporation COM | $1.7M | 8.6K | 1.2% | ▼−2.2% Reduced · −194 sh | |
| 20 | Ishares Inc MSCI JAPAN ETF | $1.7M | 18.3K | 1.1% | ▲+1.5% Added · +265 sh | |
| 21 | SPDR Series Trust STATE STREET SPD | $1.5M | 26.8K | 1.0% | ▼−3.4% Reduced · −946 sh | |
| 22 | Capital One Finl Corp COM | $1.5M | 7.5K | 1.0% | ▲+7.3% Added · +511 sh | |
| 23 | Applied Matls Inc COM | $1.5M | 2.0K | 1.0% | ▼−8.0% Reduced · −176 sh | |
| 24 | Nokia Corp SPONSORED ADR | $1.4M | 106.8K | 0.9% | ▼−2.2% Reduced · −2K sh | |
| 25 | Home Depot Inc COM | $1.4M | 3.9K | 0.9% | ▼−2.8% Reduced · −113 sh | |
| 26 | Williams Cos Inc COM | $1.2M | 16.3K | 0.8% | ▼−9.2% Reduced · −2K sh | |
| 27 | Union Pac Corp COM | $1.1M | 4.1K | 0.7% | —Held | |
| 28 | Sterling Infrastructure Inc COM | $1.1M | 1.3K | 0.7% | ▲+6.2% Added · +76 sh | |
| 29 | JPMorgan Chase & Co COM | $1.1M | 3.3K | 0.7% | ▲~0% Added · +1 sh | |
| 30 | Walmart Inc COM | $1.1M | 9.4K | 0.7% | ▼−0.3% Reduced · −28 sh | |
| 31 | Cavco Inds Inc Del COM | $1.1M | 1.7K | 0.7% | —Held | |
| 32 | Crowdstrike Hldgs Inc CL A | $1.0M | 1.4K | 0.7% | —Held | |
| 33 | Mastercard Incorporated CL A | $962K | 1.9K | 0.6% | —Held | |
| 34 | Autozone Inc COM | $936K | 293 | 0.6% | ▼−2.6% Reduced · −8 sh | |
| 35 | Select Sector SPDR TR STATE STREET CON | $927K | 11.2K | 0.6% | —Held | |
| 36 | Kla Corp COM NEW | $889K | 2.9K | 0.6% | ▲+879% Added · +3K sh | |
| 37 | Renaissancere Hldgs Ltd COM | $887K | 2.8K | 0.6% | ▼−5.1% Reduced · −151 sh | |
| 38 | Corning Inc COM | $875K | 3.4K | 0.6% | ▲+11% Added · +345 sh | |
| 39 | Select Sector SPDR TR STATE STREET UTI | $862K | 19.0K | 0.6% | ▼−3.4% Reduced · −674 sh | |
| 40 | Crane Company COMMON STOCK | $821K | 3.7K | 0.5% | ▼−0.9% Reduced · −32 sh | |
| 41 | HSBC Hldgs PLC SPON ADR NEW | $813K | 8.6K | 0.5% | ▲+25% Added · +2K sh | |
| 42 | SPDR Index SHS FDS STATE STREET SPD | $791K | 15.7K | 0.5% | ▲+2.2% Added · +345 sh | |
| 43 | International Business Machs COM | $789K | 2.8K | 0.5% | ▲New New position | |
| 44 | Caterpillar Inc COM | $769K | 722 | 0.5% | ▼−7.3% Reduced · −57 sh | |
| 45 | Ishares Gold TR ISHARES NEW | $762K | 10.1K | 0.5% | ▼−5.1% Reduced · −538 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $760K | 8.6K | 0.5% | —Held | |
| 47 | SPDR Index SHS FDS STATE STREET SPD | $739K | 10.8K | 0.5% | ▲New New position | |
| 48 | NextEra Energy Inc COM | $714K | 8.1K | 0.5% | ▼−5.9% Reduced · −512 sh | |
| 49 | Trane Technologies PLC SHS | $713K | 1.5K | 0.5% | ▼−0.3% Reduced · −4 sh | |
| 50 | Ishares Inc CORE MSCI EMKT | $687K | 8.3K | 0.5% | ▼−6.3% Reduced · −560 sh |
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Use Arkolith to show South Shore Capital Advisors's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.