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Portfolio (Quarterly) Guide ↗

South Shore Capital Advisors

· CIK 0001852993
13F Portfolio $149M AUM 154 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 154 New
Page 6 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX RTX CORPORATION Industrials 1,739.0 $330K 0.22% NEW $189.72 +11.6%
102 TSLA TESLA INC Consumer Cyclical 784.0 $330K 0.22% NEW $420.60 -17.1%
103 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 843.0 $326K 0.22% NEW $386.59 +2.0%
104 JEPI J P MORGAN EXCHANGE TRADED F 5,716.0 $323K 0.22% NEW $56.48 +2.3%
105 ECL ECOLAB INC Basic Materials 1,140.0 $318K 0.21% NEW $278.66 +2.9%
106 VLTO VERALTO CORP Industrials 3,532.0 $313K 0.21% NEW $88.69 +11.1%
107 TMO THERMO FISHER SCIENTIFIC INC Healthcare 624.0 $313K 0.21% NEW $501.36 +24.1%
108 RBRK RUBRIK INC. Technology 3,891.0 $312K 0.21% NEW $80.28 +15.9%
109 SDG ISHARES TR 3,487.0 $312K 0.21% NEW $89.42 +4.1%
110 FLS FLOWSERVE CORP Industrials 4,149.0 $308K 0.21% NEW $74.16 +8.3%
111 SPYX SPDR SERIES TRUST 4,968.0 $304K 0.20% NEW $61.10 +3.3%
112 SCHA SCHWAB STRATEGIC TR 8,335.0 $301K 0.20% NEW $36.13 -5.2%
113 FDX FEDEX CORP Industrials 958.0 $300K 0.20% NEW $313.13 +5.7%
114 BX BLACKSTONE INC Financial Services 2,467.0 $290K 0.19% NEW $117.67 +21.0%
115 CNC CENTENE CORP DEL Healthcare 4,500.0 $289K 0.19% NEW $64.19 +0.9%
116 CSTM CONSTELLIUM SE Basic Materials 9,000.0 $287K 0.19% NEW $31.87 -15.3%
117 OSCR OSCAR HEALTH INC Healthcare 10,000.0 $285K 0.19% NEW $28.52 +6.8%
118 MLM MARTIN MARIETTA MATLS INC Basic Materials 493.0 $284K 0.19% NEW $576.70 -7.9%
119 VRSK VERISK ANALYTICS INC Industrials 1,554.0 $279K 0.19% NEW $179.52 +6.8%
120 ACWX ISHARES TR 3,637.0 $277K 0.18% NEW $76.11 +2.0%
Page 6 of 8  ·  154 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.1%
Technology 25.8%
Communication Services 9.8%
Industrials 9.2%
Healthcare 7.2%
Consumer Cyclical 6.9%
Consumer Defensive 1.9%
Energy 1.3%
Utilities 1.1%
Basic Materials 0.8%