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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 1 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 17,989.0 $13.4M 8.99% NEW $746.76 +3.0%
2 IUSG ISHARES TR 49,860.0 $9.4M 6.28% NEW $188.09 +1.7%
3 GOOGL ALPHABET INC Communication Services 24,006.0 $8.6M 5.74% NEW $357.37 -3.0%
4 AAPL APPLE INC Technology 17,185.0 $5.0M 3.33% NEW $289.36 +10.5%
5 MSFT MICROSOFT CORP Technology 12,259.0 $4.6M 3.06% NEW $373.01 +37.7%
6 QQQ INVESCO QQQ TR Financial Services 5,682.0 $4.2M 2.80% NEW $736.42 -2.7%
7 AVGO BROADCOM INC Technology 9,947.0 $3.8M 2.52% NEW $377.75 -2.4%
8 V VISA INC Financial Services 10,824.0 $3.7M 2.49% NEW $343.10 +11.2%
9 VT VANGUARD INTL EQUITY INDEX F 23,348.0 $3.7M 2.45% NEW $156.95 +2.6%
10 GLD SPDR GOLD TR Financial Services 9,890.0 $3.6M 2.44% NEW $368.38 +11.0%
11 JNJ JOHNSON & JOHNSON Healthcare 13,605.0 $3.5M 2.31% NEW $253.98 +5.5%
12 GOOG ALPHABET INC 7,940.0 $2.8M 1.88% NEW $353.32
13 ASML ASML HLDG NV Technology 1,281.0 $2.5M 1.70% NEW $1985.81 -14.6%
14 AXP AMERICAN EXPRESS CO Financial Services 7,027.0 $2.4M 1.59% NEW $338.25 -1.5%
15 AMZN AMAZON COM INC Consumer Cyclical 9,338.0 $2.2M 1.49% NEW $238.34 +11.8%
16 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 7,773.0 $2.0M 1.36% NEW $261.37 +31.5%
17 META META PLATFORMS INC Communication Services 3,189.0 $1.8M 1.20% NEW $563.26 +2.6%
18 BERKSHIRE HATHAWAY INC DEL 3,522.0 $1.8M 1.18% NEW $500.39
19 NVDA NVIDIA CORPORATION Technology 8,621.0 $1.7M 1.16% NEW $200.08 +8.7%
20 EWJ ISHARES INC 18,278.0 $1.7M 1.14% NEW $93.27 +2.8%
Page 1 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%