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Portfolio (Quarterly) Guide ↗

SouthState Bank Corp

· CIK 0000764038
13F Portfolio $2.1B AUM 1,853 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 237 Added 478 Reduced 131 Exited
Page 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 SENS SENSEONICS HLDGS INC Healthcare 50 $276.0 SOLD
122 RMR RMR GROUP INC Real Estate 17 $253.0 SOLD
123 ALK ALASKA AIR GROUP INC Industrials 5 $252.0 SOLD
124 ONON ON HLDG AG Consumer Cyclical 5 $233.0 SOLD
125 DEI DOUGLAS EMMETT INC Real Estate 20 $220.0 SOLD
126 AZTA AZENTA INC Healthcare 5 $167.0 SOLD
127 CONFLUENT INC 5 $152.0 SOLD
128 BRBR BELLRING BRANDS INC Consumer Defensive 5 $134.0 SOLD
129 CERT CERTARA INC Healthcare 15 $133.0 SOLD
130 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 5 $115.0 SOLD
131 BBWI BATH & BODY WORKS INC Consumer Cyclical 5 $101.0 SOLD
Page 7 of 7  ·  131 positions
Sector Allocation
Technology 27.7%
Financial Services 21.6%
Industrials 10.1%
Healthcare 8.9%
Consumer Cyclical 8.3%
Consumer Defensive 7.1%
Energy 6.3%
Communication Services 5.5%
Utilities 2.9%
Basic Materials 1.6%