South Shore Capital Advisors

Registered adviser

CIK

1852993

Location

COHASSET, MA

Portfolio Value

Small $140,671,738

Diversification

Diversified

Filing Date

Global Rank

#7,439 / 8,816 ▼ 190 · as of Jun 2026

Top Industry

Internet Content & Information 13.7%

Period ended 25 days ago

Filed Oct 20, 2026 · 5d

12 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 142915

Roster of Oct 1, 2026

Regulatory AUM

$272,789,211

Main clients

Individuals and high net worth (97% of AUM)

Private funds on Schedule D 7.B.(1)

As filed Mar 6, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$272,789,211	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$226,110,084	Individuals and high net worth (97%)
Apr 2024 to Mar 2025	$217,384,769	Individuals and high net worth (97%)
May 2023 to Mar 2024	$180,980,216	Individuals and high net worth (97%)
Mar 2023 to Apr 2023	$180,980,216	Individuals and high net worth (97%)
Apr 2022 to Feb 2023	$192,494,390	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 44.7%, 32.4 effective positions, active share 61.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.8 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 61.2%; sector active share 27.1% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

157 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.8%

+0.7 pts

Top 5

29.7%

−1.6 pts

Top 10

45.2%

+0.4 pts

HHI

303

Diversified−6

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.7%	$47,409,413	54
Technology	19.5%	$27,372,078	20
Financial Services	13.4%	$18,900,324	18
Communication Services	9.4%	$13,251,503	4
Healthcare	8.9%	$12,520,525	17
Industrials	6.1%	$8,525,250	20
Consumer Cyclical	4.5%	$6,348,416	9
Consumer Defensive	2.0%	$2,847,317	6
Energy	1.2%	$1,689,057	3
Utilities	0.6%	$858,594	3
Basic Materials	0.4%	$548,194	2
Real Estate	0.3%	$401,067	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVS	Novartis AG	+28,299	31,169	$4,443,764
JAAA	Janus Henderson AAA CLO ETF	+9,444	18,764	$947,019
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	+8,005	16,587	$1,439,751
CRWD	CrowdStrike Holdings, Inc.	+4,028	5,395	$1,428,326
—		+1,892	28,741	$0
JEPI	JPMorgan Equity Premium Income ETF	+1,283	6,999	$393,483
—		+1,161	6,129	$0
ACWX	iShares MSCI ACWI ex U.S. ETF	+1,055	4,692	$354,809
—		+968	12,123	$0
HSBC	Hsbc Holdings PLC	+875	9,425	$935,996
XYL	Xylem Inc.	+836	2,825	$286,087
QQQ	Invesco Qqq Trust, Series 1	+814	6,496	$4,805,545
TMUS	T-Mobile US, Inc.	+814	3,124	$509,461
MSFT	Microsoft Corp	+776	13,035	$6,685,651
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+635	16,340	$820,431
NVDA	Nvidia Corp	+588	9,209	$2,103,151
WTW	Willis Towers Watson PLC	+500	8,273	$2,384,526
RBRK	Rubrik, Inc.	+355	4,246	$486,039
FTNT	Fortinet, Inc.	+245	2,438	$435,816
IEMG	iShares Trust	+229	8,525	$0
COF	Capital One Financial Corp	+199	7,653	$1,477,564
SPY	Spdr S&P 500 ETF Trust	+170	18,159	$13,848,598
SCHA	Schwab U.S. Small-Cap ETF	+146	8,481	$276,735
ETN	Eaton Corp plc	+120	706	$303,375
EQWL	Victory Portfolios II	+84	1,833	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IUSG	iShares Core S&P U.S. Growth ETF	−39,934	9,926	$1,923,162
BBD	Bank Bradesco	−8,514	61,721	$217,257
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−8,420	10,583	$417,393
UL	Unilever PLC	−3,829	3,490	$211,947
FEZ	State Street(R) SPDR(R) EURO STOXX 50(R) ETF	−3,458	7,297	$491,161
NEE	Nextera Energy Inc	−2,955	5,180	$392,333
FRDM	Freedom 100 Emerging Markets ETF	−1,600	7,640	$534,494
IEFA	iShares Core MSCI EAFE ETF	−1,213	4,855	$470,352
GOOGL	Alphabet Inc.	−1,181	22,825	$7,853,626
NACP	Impact Shares Naacp Minority Empowerment ETF	−1,100	9,161	$558,546
PFE	Pfizer Inc	−989	7,663	$218,548
IAU	Ishares Gold Trust	−925	9,161	$715,474
TT	Trane Technologies plc	−804	647	$292,431
HD	Home Depot, Inc.	−709	3,219	$915,773
BNY	Bank of New York Mellon Corp	−611	3,289	$475,688
AAPL	Apple Inc.	−400	16,785	$5,589,740
QCOM	Qualcomm Inc	−391	1,947	$358,325
IBM	International Business Machines Corp	−371	2,436	$535,749
AVGO	Broadcom Inc.	−354	9,593	$3,368,965
JNJ	Johnson & Johnson	−352	13,253	$3,508,599
GLW	Corning Inc	−345	3,080	$473,580
VLTO	Veralto Corp	−338	3,194	$301,258
WAT	Waters Corp	−250	795	$349,315
ASML	Asml Holding NV	−248	1,033	$1,871,455
V	Visa Inc.	−236	10,588	$3,804,586
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	4,299	$980,644
CRAK	VanEck Oil Refiners ETF	12,500	$791,750
AMP	Ameriprise Financial Inc	1,428	$703,075
SFM	Sprouts Farmers Market, Inc.	10,378	$688,580
SRLN	State Street(R) Blackstone Senior Loan ETF	11,672	$471,432
IBIT	iShares Bitcoin Trust ETF	9,675	$458,014
HACK		3,500	$424,340
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	2,500	$394,200
EFA	iShares MSCI EAFE ETF	3,602	$374,211
IWD	iShares Russell 1000 Value ETF	1,485	$368,176
EWL	iShares MSCI Switzerland ETF	5,895	$348,689
XOM	ExxonMobil Holdings Corp	2,126	$346,006
EWT	iShares MSCI Taiwan ETF	3,000	$338,700
SMH	VanEck Semiconductor ETF	540	$328,860
PFIX	Simplify Interest Rate Hedge ETF	5,000	$314,450
XLFI	State Street(R) Financial Select Sector SPDR(R) Premium Income ETF	13,755	$314,301
AAXJ	iShares Trust	2,528	$294,360
USFR	WisdomTree Floating Rate Treasury Fund	5,555	$279,916
TEL	TE Connectivity plc	1,324	$279,469
CTAS	Cintas Corp	1,415	$276,009
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	3,059	$274,575
IQV	Iqvia Holdings Inc.	984	$264,548
SYK	Stryker Corp	909	$250,329
VRIG	Invesco Variable Rate Investment Grade ETF	9,901	$247,772
NET	Cloudflare, Inc.	713	$247,610
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NOK	Nokia Corp	106,754	$1,417,693
—		3,500	$578,830
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,157	$552,548
EMXC	iShares MSCI Emerging Markets ex China ETF	5,089	$520,604
BAI	BlackRock ETF Trust	8,222	$433,463
SUI	Sun Communities Inc	3,109	$372,800
—		4,554	$348,016
AME	Ametek Inc	1,378	$333,393
FLS	Flowserve Corp	4,149	$307,689
BX	Blackstone Inc.	2,467	$290,291
CSTM	Constellium SE	9,000	$286,830
CRDO	Credo Technology Group Holding Ltd	1,000	$271,950
SONY	Sony Group Corp	12,998	$260,739
LITE	Lumentum Holdings Inc.	300	$257,418
SAP	Sap SE	1,582	$243,802
KBWB	Invesco Ltd.	2,500	$232,450
FSLR	First Solar, Inc.	983	$231,948
MTZ	Mastec Inc	550	$228,833
ICHR	Ichor Holdings, Ltd.	2,000	$224,560
NAN	Nuveen New York Quality Municipal Income Fund	18,635	$218,588
IGV	iShares Expanded Tech-Software Sector ETF	2,411	$218,436
EWU	iShares MSCI United Kingdom ETF	4,729	$218,196
ORLY	O Reilly Automotive Inc	2,366	$217,884
BAC	Bank Of America Corp	3,677	$209,515
CB	Chubb Ltd	588	$200,355
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

157 tracked positions · $140,671,738 total · filing declares 157 positions · $145,849,148 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 157 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	18,159	+170	$13,848,598	+3.1%	9.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	22,825	-1,181	$7,853,626	−8.5%	5.58%
MSFT	Microsoft Corp Technology	Added	13,035	+776	$6,685,651	+46.2%	4.75%
AAPL	Apple Inc. Technology	Reduced	16,785	-400	$5,589,740	+12.4%	3.97%
QQQ	Invesco Qqq Trust, Series 1	Added	6,496	+814	$4,805,545	+14.8%	3.42%
NVS	Novartis AG Healthcare	Added	31,169	+28,299	$4,443,764	+888.0%	3.16%
V	Visa Inc. Financial Services	Reduced	10,588	-236	$3,804,586	+2.4%	2.70%
GLD	Spdr Gold Trust	Added	9,970	+80	$3,796,974	+4.2%	2.70%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Held	23,348	0	$3,685,481	+0.6%	2.62%
JNJ	Johnson & Johnson Healthcare	Reduced	13,253	-352	$3,508,599	+1.5%	2.49%
AVGO	Broadcom Inc. Technology	Reduced	9,593	-354	$3,368,965	−10.3%	2.39%
GOOG	Alphabet Inc. Communication Services	Reduced	7,900	-40	$2,691,846	−4.0%	1.91%
WTW	Willis Towers Watson PLC Financial Services	Added	8,273	+500	$2,384,526	+17.4%	1.70%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,118	-220	$2,271,749	+2.1%	1.61%
META	Meta Platforms, Inc. Communication Services	Reduced	3,029	-160	$2,196,570	+22.3%	1.56%
AXP	American Express Co Financial Services	Reduced	6,989	-38	$2,125,354	−10.6%	1.51%
NVDA	Nvidia Corp Technology	Added	9,209	+588	$2,103,151	+21.9%	1.50%
IUSG	iShares Core S&P U.S. Growth ETF	Reduced	9,926	-39,934	$1,923,162	−79.5%	1.37%
ASML	Asml Holding NV Technology	Reduced	1,033	-248	$1,871,455	−26.6%	1.33%
EWJ	iShares MSCI Japan ETF	Reduced	18,195	-83	$1,773,284	+4.0%	1.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,512	-10	$1,748,800	−0.8%	1.24%
COF	Capital One Financial Corp Financial Services	Added	7,653	+199	$1,477,564	−1.2%	1.05%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Added	16,587	+8,005	$1,439,751	+89.5%	1.02%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	5,395	+4,028	$1,428,326	+36.9%	1.02%
UNP	Union Pacific Corp Industrials	Reduced	4,083	-30	$1,111,106	−0.7%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,356	+29	$1,110,265	+2.0%	0.79%
WMB	Williams Companies, Inc. Energy	Reduced	16,157	-128	$1,098,191	−9.3%	0.78%
AMAT	Applied Materials Inc Technology	Reduced	2,033	-4	$1,039,635	−29.4%	0.74%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	4,299	NEW	$980,644	NEW	0.70%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,300	-113	$966,456	−9.3%	0.69%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Reduced	1,698	-17	$951,321	−9.7%	0.68%
JAAA	Janus Henderson AAA CLO ETF	Added	18,764	+9,444	$947,019	+101.3%	0.67%
HSBC	Hsbc Holdings PLC Financial Services	Added	9,425	+875	$935,996	+15.1%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,219	-709	$915,773	−33.9%	0.65%
MA	Mastercard Inc Financial Services	Reduced	1,655	-219	$912,682	−5.2%	0.65%
RNR	Renaissancere Holdings Ltd Financial Services	Reduced	2,779	-20	$884,361	−0.3%	0.63%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	16,340	+635	$820,431	+3.7%	0.58%
AZO	Autozone Inc Consumer Cyclical	Reduced	283	-10	$800,895	−14.5%	0.57%
CRAK	VanEck Oil Refiners ETF	NEW	12,500	NEW	$791,750	NEW	0.56%
CR	Crane Co Industrials	Reduced	3,635	-45	$741,612	−9.7%	0.53%
IAU	Ishares Gold Trust	Reduced	9,161	-925	$715,474	−6.1%	0.51%
AMP	Ameriprise Financial Inc Financial Services	NEW	1,428	NEW	$703,075	NEW	0.50%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	10,378	NEW	$688,580	NEW	0.49%
WOMN	Impact Shares Women's Empowerment ETF	Reduced	14,675	-200	$642,031	+1.8%	0.46%
CAT	Caterpillar Inc Industrials	Held	722	0	$585,390	−23.9%	0.42%
KLAC	Kla Corp Technology	Held	2,948	0	$574,653	−35.4%	0.41%
NACP	Impact Shares Naacp Minority Empowerment ETF	Reduced	9,161	-1,100	$558,546	−10.5%	0.40%
IVV	iShares Core S&P 500 ETF	Reduced	729	-75	$558,304	−7.3%	0.40%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	1,133	-171	$557,186	−49.1%	0.40%
DXJ	WisdomTree Japan Hedged Equity Fund	Held	3,060	0	$552,482	+4.1%	0.39%

Showing the top 50 of 157 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.