SouthState Bank Corp holds a diversified book of 1313 stocks worth $2.4B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 6 new listings in the book), a listing rather than a purchase; they opened Innovator U.S. Equity Buffer and trimmed Microsoft Corp. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2013 would be +272% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
SouthState Bank Corp files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
The reported book (valued from quarter-end) returned +298.4%, a 26.5-point gap that is the cost of the ~37-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning SouthState Bank Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 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.
71% mapped to company sectors
+4 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 SouthState Bank Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Evelyn Partners Group Ltd | 54 / 80 | $44.7B |
| Swiss Re Ltd | 44 / 80 | $1.0B |
| New World Advisors LLC | 45 / 80 | $542.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Marest Capital, LLC | 16 / 80 | $180.3M |
Ranked by the share of each fund's own book sitting in the names it shares with SouthState Bank Corp: 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 stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $129.7M | 448.4K | 5.4% | ▲+0.8% Added · +4K sh | |
| 2 | Microsoft Corp COM | $95.3M | 255.6K | 4.0% | ▼−0.5% Reduced · −1K sh | |
| 3 | Broadcom Inc COM | $82.4M | 218.1K | 3.4% | ▲+0.5% Added · +998 sh | |
| 4 | Ishares Core S&P 500 ETF COM | $66.4M | 88.7K | 2.8% | ▲+19% Added · +14K sh | |
| 5 | Berkshire Hathaway Inc-CL B COM | $61.7M | 123.2K | 2.6% | ▼−2.7% Reduced · −3K sh | |
| 6 | Alphabet Inc CL C COM | $57.3M | 162.3K | 2.4% | ▲+3.3% Added · +5K sh | |
| 7 | Visa Inc COM | $55.9M | 162.8K | 2.3% | ▲+4.4% Added · +7K sh | |
| 8 | JP Morgan Chase & Co COM | $55.6M | 170.0K | 2.3% | ▲+2.2% Added · +4K sh | |
| 9 | Sprott Physical Gold Trust COM | $49.8M | 1.65M | 2.1% | ▼−4.8% Reduced · −84K sh | |
| 10 | Amazon.com Inc COM | $49.6M | 208.3K | 2.1% | ▲+3.7% Added · +7K sh | |
| 11 | Micron Technology Inc COM | $40.8M | 35.3K | 1.7% | ▼−3.2% Reduced · −1K sh | |
| 12 | Mastercard Inc-A COM | $39.6M | 77.2K | 1.7% | ▼−2.2% Reduced · −2K sh | |
| 13 | Rockefeller Opportunistic Muni COM | $36.0M | 1.41M | 1.5% | ▲+35% Added · +362K sh | |
| 14 | Parker Hannifin Corp Com COM | $35.1M | 35.9K | 1.5% | ▲+0.8% Added · +278 sh | |
| 15 | Ishares Barclays 1-3 Year TR E COM | $31.9M | 389.0K | 1.3% | ▲+0.3% Added · +1K sh | |
| 16 | Walmart Inc COM | $30.7M | 270.8K | 1.3% | ▲+1.8% Added · +5K sh | |
| 17 | Valero Energy Corp COM | $30.6M | 117.6K | 1.3% | ▲+1.7% Added · +2K sh | |
| 18 | TJX Companies COM | $30.2M | 199.4K | 1.3% | ▲+0.9% Added · +2K sh | |
| 19 | Dimensional ETF Trust US EQUI MARK ETF | $28.1M | 343.2K | 1.2% | ▼−3.9% Reduced · −14K sh | |
| 20 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $27.8M | 352.2K | 1.2% | ▲+56% Added · +127K sh | |
| 21 | Rockwell Automation, Inc COM | $26.9M | 54.3K | 1.1% | ▼−0.1% Reduced · −53 sh | |
| 22 | NextEra Energy Inc COM | $26.6M | 302.6K | 1.1% | ▲+5.1% Added · +15K sh | |
| 23 | Vanguard Dividend Apprec ETF COM | $26.1M | 110.4K | 1.1% | ▼−1.0% Reduced · −1K sh | |
| 24 | Invesco Exchange Traded FD T S&P500 QUALITY | $24.5M | 272.3K | 1.0% | ▲+76% Added · +118K sh | |
| 25 | Eli Lilly & Co. COM | $24.0M | 20.0K | 1.0% | ▲+69% Added · +8K sh | |
| 26 | Oracle Corporation Com COM | $23.8M | 162.4K | 1.0% | ▼−5.3% Reduced · −9K sh | |
| 27 | Costco WHSL Corp New COM | $23.8M | 25.4K | 1.0% | ▲+0.2% Added · +58 sh | |
| 28 | J.P. Morgan Exchange-Traded Fu COM | $23.8M | 466.4K | 1.0% | ▲+43% Added · +139K sh | |
| 29 | Alphabet Inc CAP STK CL A | $23.3M | 65.2K | 1.0% | ▲+4.9% Added · +3K sh | |
| 30 | Coca Cola Co COM | $21.4M | 262.8K | 0.9% | ▼−2.2% Reduced · −6K sh | |
| 31 | Chubb Ltd ADR COM | $20.3M | 59.6K | 0.8% | ▲+2.8% Added · +2K sh | |
| 32 | Home Depot Inc COM | $20.1M | 57.0K | 0.8% | ▼−3.3% Reduced · −2K sh | |
| 33 | Abbvie Inc COM | $19.7M | 78.2K | 0.8% | ▲+3.7% Added · +3K sh | |
| 34 | L3 Harris Technologies Inc COM | $19.2M | 66.2K | 0.8% | ▲+3.0% Added · +2K sh | |
| 35 | Vanguard Ftse All-World Ex-US COM | $19.2M | 228.9K | 0.8% | ▲+2.0% Added · +5K sh | |
| 36 | Nvidia Corp COM | $19.1M | 95.7K | 0.8% | ▲+176% Added · +61K sh | |
| 37 | Intuitive Surgical Inc COM | $18.9M | 47.6K | 0.8% | ▼−0.6% Reduced · −276 sh | |
| 38 | Chevron Corporation COM | $17.9M | 107.8K | 0.7% | ▲+1.3% Added · +1K sh | |
| 39 | State Street SPDR S&P 500 ETF COM | $17.4M | 23.3K | 0.7% | ▲+2.8% Added · +634 sh | |
| 40 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $17.3M | 368.5K | 0.7% | ▼−4.8% Reduced · −18K sh | |
| 41 | Dimensional ETF Trust INTL CORE EQT MK | $17.1M | 413.7K | 0.7% | ▼−1.2% Reduced · −5K sh | |
| 42 | Ishares Core S&P Small-Cap ETF COM | $17.0M | 114.4K | 0.7% | ▲+1.4% Added · +2K sh | |
| 43 | Vanguard Ftse Developed Market COM | $16.8M | 236.5K | 0.7% | ▲+23% Added · +45K sh | |
| 44 | Vanguard Growth ETF COM | $16.5M | 191.4K | 0.7% | ▲+503% Added · +160K sh | |
| 45 | Victory Portfolios II CORE BD ETF | $16.0M | 341.1K | 0.7% | ▼−8.7% Reduced · −32K sh | |
| 46 | Danaher Corp COM | $15.9M | 83.4K | 0.7% | ▼−12% Reduced · −12K sh | |
| 47 | Union Pac Corp COM | $15.5M | 57.1K | 0.6% | ▲+6.2% Added · +3K sh | |
| 48 | Vanguard Short Term Bond ETF COM | $15.3M | 195.9K | 0.6% | ▲+5.6% Added · +10K sh | |
| 49 | Dell Technologies Inc CL C COM | $15.2M | 35.3K | 0.6% | ▲+6.0% Added · +2K sh | |
| 50 | Vanguard Info Tech ETF COM | $15.0M | 125.4K | 0.6% | ▲20× Added · +119K sh |
This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/764038/holdings"
Use Arkolith to show SouthState Bank Corp'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.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 37d | 1,770 | $2.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 1,853 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 2,212 | $2.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 2,119 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 37d | 2,381 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 2,540 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 973 | $1.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 915 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 2, 2024 | 33d | 925 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 36d | 964 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 37d | 890 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 38d | 954 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 39d | 907 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 38d | 993 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 41d | 1,074 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 38d | 1,060 | $1.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 36d | 1,095 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Aug 4, 2022 | 126d | 1,087 | $1.3B | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 42d | 1,072 | $1.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 41d | 893 | $1.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 41d | 657 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 42d | 641 | $1.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 41d | 629 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.