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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 7 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,000.0 $272K 0.18% NEW $271.95 -14.4%
122 BEPC BROOKFIELD RENEWABLE CORP Utilities 7,206.0 $267K 0.18% NEW $37.12 -13.0%
123 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,029.0 $267K 0.18% NEW $131.60 +5.1%
124 IBB ISHARES TR 1,375.0 $261K 0.17% NEW $190.15 +9.9%
125 SONY SONY GROUP CORP Technology 12,998.0 $261K 0.17% NEW $20.06 +23.9%
126 LITE LUMENTUM HLDGS INC Technology 300.0 $257K 0.17% NEW $858.06 +4.3%
127 RLI RLI CORP Financial Services 4,290.0 $253K 0.17% NEW $59.07 +8.9%
128 ETN EATON CORP PLC Industrials 586.0 $250K 0.17% NEW $426.12 -5.5%
129 CME CME GROUP INC Financial Services 1,130.0 $250K 0.17% NEW $220.83 +29.4%
130 XAR SPDR SERIES TRUST 879.0 $249K 0.17% NEW $283.79 -7.8%
131 SAP SAP SE Technology 1,582.0 $244K 0.16% NEW $154.14 +43.7%
132 BBD BANCO BRADESCO S A Financial Services 70,235.0 $244K 0.16% NEW $3.47 -6.3%
133 XYL XYLEM INC Industrials 1,989.0 $235K 0.16% NEW $118.24 -5.9%
134 KBWB INVESCO EXCH TRADED FD TR II 2,500.0 $232K 0.16% NEW $92.98 +3.5%
135 FSLR FIRST SOLAR INC Energy 983.0 $232K 0.15% NEW $235.96 -13.3%
136 MTZ MASTEC INC Industrials 550.0 $229K 0.15% NEW $416.06 -42.1%
137 PNC PNC FINL SVCS GROUP INC Financial Services 928.0 $228K 0.15% NEW $246.22 -1.6%
138 EQWL INVESCO EXCHANGE TRADED FD T 1,749.0 $226K 0.15% NEW $128.99 +4.6%
139 ICHR ICHOR HOLDINGS Technology 2,000.0 $225K 0.15% NEW $112.28 -50.6%
140 ISRG INTUITIVE SURGICAL INC Healthcare 563.0 $224K 0.15% NEW $397.68 -6.3%
Page 7 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%