South Shore Capital Advisors
Filing Date
Global Rank
#5,192
/ 8,232
▲ 338
Top Industry
Internet Content & Information
11.1%
3Y Alpha vs SPY
-5.7%
Period ended 2 months ago
Filed Apr 28, 2026 · 47d
10 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+52.7%
SPY
+76.3%
Annualised alpha
-5.7%
Max drawdown
−16.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.6%
−0.8 pts
Top 5
30.7%
−4.3 pts
Top 10
47.0%
−4.0 pts
HHI
326
Diversified−57
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 21.3% | $23,035,750 |
| Unclassified | 19.4% | $20,920,824 |
| Financial Services | 17.1% | $18,514,515 |
| Healthcare | 9.8% | $10,616,997 |
| Communication Services | 9.4% | $10,170,970 |
| Industrials | 7.7% | $8,290,574 |
| Consumer Cyclical | 7.3% | $7,863,565 |
| Consumer Defensive | 3.0% | $3,205,724 |
| Energy | 1.9% | $2,046,961 |
| Utilities | 1.3% | $1,366,035 |
| Real Estate | 1.1% | $1,149,977 |
| Basic Materials | 0.8% | $860,574 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVS | Novartis AG | +25,238 | 29,803 | $4,552,408 | |
| SAP | Sap SE | +2,321 | 3,575 | $612,075 | |
| CCL | Carnival Corp Ltd. | +2,000 | 10,000 | $258,800 | |
| UL | Unilever PLC | +1,751 | 9,061 | $516,205 | |
| BEPC | Brookfield Renewable Corp | +1,115 | 7,200 | $286,776 | |
| ASML | Asml Holding NV | +876 | 2,032 | $2,683,926 | |
| VRSK | Verisk Analytics, Inc. | +554 | 1,554 | $294,871 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +326 | 1,141 | $385,600 | |
| SUI | Sun Communities Inc | +276 | 3,359 | $423,099 | |
| GLD | Spdr Gold Trust | +243 | 9,993 | $4,299,887 | |
| DE | Deere & Co | +235 | 735 | $414,025 | |
| WMT | Walmart Inc. | +206 | 9,441 | $1,173,327 | |
| XYL | Xylem Inc. | +189 | 1,989 | $237,685 | |
| LLY | ELI LILLY & Co | +174 | 364 | $334,796 | |
| MLM | Martin Marietta Materials Inc | +170 | 493 | $290,219 | |
| RNR | Renaissancere Holdings Ltd | +167 | 2,950 | $876,828 | |
| SONY | Sony Group Corp | +164 | 12,998 | $269,058 | |
| MA | Mastercard Inc | +151 | 1,874 | $936,362 | |
| QQQ | Invesco Qqq Trust, Series 1 | +146 | 6,108 | $3,525,415 | |
| NEE | Nextera Energy Inc | +138 | 8,647 | $803,133 | |
| UNP | Union Pacific Corp | +128 | 4,113 | $997,896 | |
| WM | Waste Management Inc | +109 | 1,836 | $421,894 | |
| CVCO | Cavco Industries, Inc. | +95 | 1,715 | $830,557 | |
| ECL | Ecolab Inc. | +67 | 1,147 | $305,124 | |
| IAU | Ishares Gold Trust | +58 | 10,624 | $936,611 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOK | Nokia Corp | −4,516 | 109,195 | $877,927 | |
| BNY | Bank of New York Mellon Corp | −2,450 | 3,900 | $462,657 | |
| GOOGL | Alphabet Inc. | −2,187 | 27,123 | $7,799,489 | |
| MU | Micron Technology Inc | −1,538 | 648 | $218,920 | |
| GLW | Corning Inc /Ny | −1,520 | 3,080 | $418,787 | |
| AMZN | Amazon Com Inc | −1,397 | 9,336 | $1,944,408 | |
| MTH | Meritage Homes CORP | −1,293 | 6,964 | $430,653 | |
| QCOM | Qualcomm Inc/De | −989 | 2,392 | $308,041 | |
| V | Visa Inc. | −949 | 10,956 | $3,311,341 | |
| WMB | Williams Companies, Inc. | −914 | 17,937 | $1,305,454 | |
| FTNT | Fortinet, Inc. | −798 | 2,552 | $208,549 | |
| COF | Capital One Financial Corp | −788 | 6,943 | $1,266,611 | |
| AAPL | Apple Inc. | −766 | 18,198 | $4,618,470 | |
| NVDA | Nvidia Corp | −677 | 8,815 | $1,537,336 | |
| BX | Blackstone Inc. | −649 | 2,618 | $301,043 | |
| AVGO | Broadcom Inc. | −613 | 10,098 | $3,125,431 | |
| TMUS | T-Mobile US, Inc. | −534 | 2,310 | $485,169 | |
| CRM | Salesforce, Inc. | −456 | 1,157 | $215,977 | |
| AXP | American Express Co | −370 | 7,157 | $2,164,849 | |
| META | Meta Platforms, Inc. | −321 | 3,297 | $1,886,312 | |
| MSFT | Microsoft Corp | −314 | 12,766 | $4,725,590 | |
| WTW | Willis Towers Watson PLC | −303 | 7,773 | $2,259,611 | |
| JPM | Jpmorgan Chase & Co | −269 | 3,326 | $978,376 | |
| CR | Crane Co | −181 | 3,712 | $634,752 | |
| ONON | On Holding AG | −165 | 10,785 | $366,905 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UBS | UBS Group AG | 56,737 | $2,216,714 | |
| DBA | Invesco Db Agriculture Fund | 27,000 | $737,640 | |
| TJX | Tjx Companies Inc /De/ | 3,553 | $567,414 | |
| HSBC | Hsbc Holdings PLC | 6,850 | $565,056 | |
| STRL | Sterling Infrastructure, Inc. | 1,228 | $500,127 | |
| KLAC | Kla Corp | 301 | $443,195 | |
| XOM | Exxon Mobil Corp | 2,536 | $430,257 | |
| ADM | Archer-Daniels-Midland Co | 5,903 | $429,089 | |
| MRK | Merck & Co., Inc. | 3,408 | $409,948 | |
| VLTO | Veralto Corp | 4,321 | $382,062 | |
| EMR | Emerson Electric Co | 2,735 | $358,339 | |
| IDXX | Idexx Laboratories Inc /De | 626 | $351,743 | |
| PBR | Petrobras - Petroleo Brasileiro SA | 15,000 | $311,250 | |
| WAT | Waters Corp /De/ | 1,045 | $311,201 | |
| TMO | Thermo Fisher Scientific Inc. | 624 | $306,714 | |
| FLS | Flowserve Corp | 4,149 | $304,992 | |
| MTZ | Mastec Inc | 900 | $289,566 | |
| ZTS | Zoetis Inc. | 2,416 | $285,595 | |
| LRCX | Lam Research Corp | 1,331 | $284,381 | |
| LITE | Lumentum Holdings Inc. | 400 | $281,104 | |
| AWK | American Water Works Company, Inc. | 2,029 | $276,126 | |
| LIN | Linde PLC | 535 | $265,231 | |
| PFE | Pfizer Inc | 8,641 | $242,639 | |
| ORLY | O Reilly Automotive Inc | 2,443 | $225,513 | |
| MDLZ | Mondelez International, Inc. | 3,761 | $216,784 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | 9,491 | $522,005 | |
| TFC | Truist Financial Corp | 10,592 | $521,232 | |
| CLS | Celestica Inc | 1,734 | $512,587 | |
| KGC | Kinross Gold Corp | 15,500 | $436,480 | |
| ADBE | Adobe Inc. | 1,224 | $428,387 | |
| NOW | ServiceNow, Inc. | 2,775 | $425,102 | |
| RBRK | Rubrik, Inc. | 4,538 | $347,066 | |
| MFC | Manulife Financial Corp | 9,208 | $334,066 | |
| BXP | BXP, Inc. | 4,900 | $330,652 | |
| ORCL | Oracle Corp | 1,599 | $311,661 | |
| GILD | Gilead Sciences, Inc. | 2,526 | $310,041 | |
| APP | AppLovin Corp | 454 | $305,914 | |
| TIGO | Millicom International Cellular SA | 5,500 | $304,920 | |
| ADP | Automatic Data Processing Inc | 961 | $247,198 | |
| FSLR | First Solar, Inc. | 889 | $232,233 | |
| DHR | Danaher Corp /De/ | 1,012 | $231,667 | |
| BABA | Alibaba Group Holding Ltd | 1,545 | $226,466 | |
| PGR | Progressive Corp/Oh/ | 970 | $220,888 | |
| IBIT | iShares Bitcoin Trust ETF | 4,066 | $201,876 | |
| NAN | Nuveen New York Quality Municipal Income Fund | 17,335 | $195,192 | |
| BLND | Blend Labs, Inc. | 12,000 | $36,480 | |
| No positions match the current search. | ||||
105 positions ·
$108,042,466 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 105 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 17,562 | $11,421,271 | 10.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 27,123 | $7,799,489 | 7.22% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 12,766 | $4,725,590 | 4.37% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,198 | $4,618,470 | 4.27% | |
| NVS |
Novartis AG
Healthcare
|
Added | 29,803 | $4,552,408 | 4.21% | |
| GLD |
Spdr Gold Trust
|
Added | 9,993 | $4,299,887 | 3.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 6,108 | $3,525,415 | 3.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 13,749 | $3,360,805 | 3.11% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 10,956 | $3,311,341 | 3.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,098 | $3,125,431 | 2.89% | |
| ASML |
Asml Holding NV
Technology
|
Added | 2,032 | $2,683,926 | 2.48% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,749 | $2,275,720 | 2.11% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
Reduced | 7,773 | $2,259,611 | 2.09% | |
| UBS |
UBS Group AG
Financial Services
|
NEW | 56,737 | $2,216,714 | 2.05% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 7,157 | $2,164,849 | 2.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,336 | $1,944,408 | 1.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,297 | $1,886,312 | 1.75% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,815 | $1,537,336 | 1.42% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,041 | $1,329,044 | 1.23% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 17,937 | $1,305,454 | 1.21% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 6,943 | $1,266,611 | 1.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 9,441 | $1,173,327 | 1.09% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 301 | $1,016,711 | 0.94% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 4,113 | $997,896 | 0.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,326 | $978,376 | 0.91% | |
| IAU |
Ishares Gold Trust
|
Added | 10,624 | $936,611 | 0.87% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,874 | $936,362 | 0.87% | |
| NOK |
Nokia Corp
Technology
|
Reduced | 109,195 | $877,927 | 0.81% | |
| RNR |
Renaissancere Holdings Ltd
Financial Services
|
Added | 2,950 | $876,828 | 0.81% | |
| CVCO |
Cavco Industries, Inc.
Consumer Cyclical
|
Added | 1,715 | $830,557 | 0.77% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 8,647 | $803,133 | 0.74% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,213 | $756,381 | 0.70% | |
| DBA |
Invesco Db Agriculture Fund
|
NEW | 27,000 | $737,640 | 0.68% | |
| CR |
Crane Co
Industrials
|
Reduced | 3,712 | $634,752 | 0.59% | |
| SAP |
Sap SE
Technology
|
Added | 3,575 | $612,075 | 0.57% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 1,455 | $606,356 | 0.56% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
NEW | 3,553 | $567,414 | 0.53% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
NEW | 6,850 | $565,056 | 0.52% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 779 | $551,890 | 0.51% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 1,367 | $533,690 | 0.49% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 9,061 | $516,205 | 0.48% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
NEW | 1,228 | $500,127 | 0.46% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 3,196 | $496,306 | 0.46% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 2,310 | $485,169 | 0.45% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 3,900 | $462,657 | 0.43% | |
| CSX |
Csx Corp
Industrials
|
Held | 11,175 | $458,733 | 0.42% | |
| KLAC |
Kla Corp
Technology
|
NEW | 301 | $443,195 | 0.41% | |
| PSA |
Public Storage
Real Estate
|
Reduced | 1,601 | $433,678 | 0.40% | |
| MTH |
Meritage Homes CORP
Consumer Cyclical
|
Reduced | 6,964 | $430,653 | 0.40% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 2,536 | $430,257 | 0.40% |