SouthState Bank Corp
Sector Allocation
- Other27.0%$646.9M
- Technology26.4%$631.6M
- Financials17.3%$415.3M
- Healthcare6.3%$150.5M
- Industrials6.0%$143.9M
- Consumer Discretionary5.6%$133.2M
- Consumer Staples4.3%$102.2M
- Energy3.7%$88.3M
- Utilities1.9%$45.0M
- Materials1.2%$28.4M
AUM History
13fpro.ai/research/fund/southstate-bank-corp-764038
Conviction and streaks
Stable · top 10 = 29.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$129.7MMSFT
$95.3MAVGO
$82.4M- ISHARES$66.4M
BRK.B
$61.7MGOOG
$57.3MV
$55.9MJPM
$55.6MPHYS
$49.8MAMZN
$49.6MMU
$40.8MMA
$39.6M- ROCKEFELLER$36.0M
PH
$35.1M- ISHARES$31.9M
WMT
$30.7MVLO
$30.6MTJX
$30.2M- DIMENSIONAL$28.1M
- VANGUARD$27.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/southstate-bank-corp-764038
SouthState Bank Corp 13F holdings — Q2 2026
$2.4B portfolio (+11.9% QoQ) · 1,313 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio
$129.7M
5.4% of stocks
+0.8%This quarter+10.1%Since filed7+ qtrsHeld$95.3M
4.0% of stocks
-0.5%This quarter+6.5%Since filed7+ qtrsHeld$82.4M
3.4% of stocks
+0.5%This quarter-21.7%Since filed7+ qtrsHeld- 4
ISHARES CORE S&P 500 ETF - COM
$66.4M
2.8% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— $61.7M
2.6% of stocks
-3%This quarter—Since filed7+ qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$57.3M
2.4% of stocks
+3%This quarter-11.9%Since filed7+ qtrsHeld$55.9M
2.3% of stocks
+4%This quarter+9.1%Since filed7+ qtrsHeld$55.6M
2.3% of stocks
+2%This quarter-6.3%Since filed7+ qtrsHeld$49.8M
2.1% of stocks
-5%This quarter-5.8%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$49.6M
2.1% of stocks
+4%This quarter-8.5%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — SouthState Bank Corp (Q2 2026)
1,313 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICRON TECHNOLOGY INC | Technology | $40.8M | 1.7% | 35K | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Mastercard Inc | Financials | $39.6M | 1.6% | 77K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ROCKEFELLER OPPORTUNISTIC MUNI - COM | — | $36.0M | 1.5% | 1.41M | +35% | — | — | 13F |
| 14 | Parker-Hannifin Corp | Industrials | $35.1M | 1.5% | 36K | +0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES BARCLAYS 1-3 YEAR TR E - COMetf/fund | — | $31.9M | 1.3% | 389K | +0.4% | — | — | 13F |
| 16 | Walmart Inc. | Consumer Staples | $30.7M | 1.3% | 271K | +2% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VALERO ENERGY CORP/TX | Energy | $30.6M | 1.3% | 118K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $30.2M | 1.3% | 199K | +0.9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $28.1M | 1.2% | 343K | -4% | — | — | 13F |
| 20 | — | VANGUARD SHORT TERM CORP BOND - COMnote | — | $27.8M | 1.2% | 352K | +56% | — | — | 13F |
| 21 | ROCKWELL AUTOMATION, INC | Industrials | $26.9M | 1.1% | 54K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NEXTERA ENERGY INC | Utilities | $26.6M | 1.1% | 303K | +5% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD DIVIDEND APPREC ETF - COMetf/fund | — | $26.1M | 1.1% | 110K | -1% | — | — | 13F |
| 24 | Invesco Ltd.etf/fund | Financials | $24.5M | 1.0% | 272K | +76% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ELI LILLY & Co | Healthcare | $24.0M | 1.0% | 20K | +69% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ORCL | ORACLE CORP | Technology | $23.8M | 1.0% | 162K | -5% | |||
| 27 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $23.8M | 1.0% | 25K | +0.2% | |||
| 28 | — | J.P. MORGAN EXCHANGE-TRADED FU - COM | — | $23.8M | 1.0% | 466K | +43% | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $23.3M | 1.0% | 65K | +5% | |||
| 30 | $KO | COCA COLA CO | Consumer Staples | $21.4M | 0.9% | 263K | -2% | |||
| 31 | $CB | Chubb Ltd | Financials | $20.3M | 0.8% | 60K | +3% | |||
| 32 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $20.1M | 0.8% | 57K | -3% | |||
| 33 | $ABBV | AbbVie Inc. | Healthcare | $19.7M | 0.8% | 78K | +4% | |||
| 34 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $19.2M | 0.8% | 66K | +3% | |||
| 35 | — | VANGUARD FTSE ALL-WORLD EX-US - COM | — | $19.2M | 0.8% | 229K | +2% | |||
| 36 | $NVDA | NVIDIA CORP | Technology | $19.1M | 0.8% | 96K | +176% | |||
| 37 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $18.9M | 0.8% | 48K | -0.6% | |||
| 38 | $CVX | CHEVRON CORP | Energy | $17.9M | 0.8% | 108K | +1% | |||
| 39 | $SPY | SPDR S&P 500 ETF TRUST | — | $17.4M | 0.7% | 23K | +3% | |||
| 40 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $17.3M | 0.7% | 369K | -5% | |||
| 41 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $17.1M | 0.7% | 414K | -1% | |||
| 42 | — | ISHARES CORE S&P SMALL-CAP ETF - COM | — | $17.0M | 0.7% | 114K | +1% | |||
| 43 | — | VANGUARD FTSE DEVELOPED MARKET - COM | — | $16.8M | 0.7% | 236K | +23% | |||
| 44 | — | VANGUARD GROWTH ETF - COM | — | $16.5M | 0.7% | 191K | +503% | |||
| 45 | — | VICTORY PORTFOLIOS II - CORE BD ETF | — | $16.0M | 0.7% | 341K | -9% | |||
| 46 | $DHR | DANAHER CORP /DE/ | Healthcare | $15.9M | 0.7% | 83K | -12% | |||
| 47 | $UNP | UNION PACIFIC CORP | Industrials | $15.5M | 0.7% | 57K | +6% | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $15.3M | 0.6% | 196K | +6% | |||
| 49 | $DELL | Dell Technologies Inc. | Technology | $15.2M | 0.6% | 35K | +6% | |||
| 50 | — | VANGUARD INFO TECH ETF - COM | — | $15.0M | 0.6% | 125K | +1882% | |||
| 51 | — | ISHARES CORE DIVIDEND GROWTH E - COM | — | $14.5M | 0.6% | 191K | +3% | |||
| 52 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $13.9M | 0.6% | 245K | -3% | |||
| 53 | $BX | Blackstone Inc. | Financials | $13.9M | 0.6% | 118K | -0.8% | |||
| 54 | $B | BARRICK MINING CORP | Materials | $13.2M | 0.6% | 358K | -4% | |||
| 55 | $META | Meta Platforms, Inc. | Technology | $13.1M | 0.6% | 23K | +13% | |||
| 56 | — | VANGUARD VALUE ETF - COM | — | $12.6M | 0.5% | 58K | -7% | |||
| 57 | $ELV | Elevance Health, Inc. | Healthcare | $12.6M | 0.5% | 32K | -0.0% | |||
| 58 | $ETN | Eaton Corp plc | Industrials | $12.0M | 0.5% | 28K | +29% | |||
| 59 | $SNA | Snap-on Inc | Industrials | $11.5M | 0.5% | 29K | +1.0% | |||
| 60 | — | VANGUARD SMALL-CAP ETF - COM | — | $11.4M | 0.5% | 38K | +1% | |||
| 61 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $11.0M | 0.5% | 80K | +2% | |||
| 62 | — | JP MORGAN HEDGED EQUITY ETF - COM | — | $10.7M | 0.5% | 158K | +1% | |||
| 63 | $ANET | Arista Networks, Inc. | Technology | $10.5M | 0.4% | 62K | +125% | |||
| 64 | — | VANGUARD INDEX FDS S&P 500 ETF - COM | — | $10.4M | 0.4% | 15K | +22% | |||
| 65 | $JNJ | JOHNSON & JOHNSON | Healthcare | $10.1M | 0.4% | 40K | +0.3% | |||
| 66 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $10.0M | 0.4% | 14K | +18% | |||
| 67 | — | ISHARES TR/ISHARES 0-3 MNTH TR - COM | — | $9.9M | 0.4% | 98K | -4% | |||
| 68 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $9.9M | 0.4% | 35K | +0.6% | |||
| 69 | $AMGN | AMGEN INC | Healthcare | $9.8M | 0.4% | 27K | +7% | |||
| 70 | $ICE | Intercontinental Exchange, Inc. | Financials | $9.6M | 0.4% | 78K | -4% | |||
| 71 | — | VANGUARD TOTAL STCK MK ETF - COM | — | $9.4M | 0.4% | 25K | +52% | |||
| 72 | $LNG | Cheniere Energy, Inc. | Energy | $9.3M | 0.4% | 39K | +3% | |||
| 73 | $PANW | Palo Alto Networks Inc | Technology | $8.9M | 0.4% | 26K | +1669% | |||
| 74 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.5M | 0.3% | 72K | +1% | |||
| 75 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.3M | 0.3% | 57K | -21% | |||
| 76 | — | ISHARES TR - INTERNATIONAL SL | — | $7.7M | 0.3% | 178K | +9% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $7.7M | 0.3% | 6,532 | +20% | |||
| 78 | $EMR | EMERSON ELECTRIC CO | Industrials | $7.4M | 0.3% | 52K | +6% | |||
| 79 | $AZN | ASTRAZENECA PLC | Healthcare | $7.4M | 0.3% | 40K | +9964% | |||
| 80 | — | ISHARES CORE MSCI EAFE ETF - COM | — | $7.3M | 0.3% | 76K | +12% | |||
| 81 | $H | Hyatt Hotels Corp | Consumer Discretionary | $7.3M | 0.3% | 37K | +3% | |||
| 82 | $MS | MORGAN STANLEY | Financials | $7.2M | 0.3% | 34K | +4% | |||
| 83 | — | AKRE FOCUS ETF - COM | — | $7.1M | 0.3% | 133K | +500% | |||
| 84 | $NOW | ServiceNow, Inc. | Technology | $7.0M | 0.3% | 71K | -29% | |||
| 85 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $6.9M | 0.3% | 20K | -6% | |||
| 86 | — | VANGUARD IND FD MID-CAP - COM | — | $6.8M | 0.3% | 84K | +360% | |||
| 87 | $SHEL | Shell plc | Energy | $6.7M | 0.3% | 86K | +1% | |||
| 88 | $SONY | Sony Group Corp | Technology | $6.1M | 0.3% | 304K | -56% | |||
| 89 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $5.8M | 0.2% | 143K | +9% | |||
| 90 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.7M | 0.2% | 5,656 | +5% | |||
| 91 | $SYK | STRYKER CORP | Healthcare | $5.7M | 0.2% | 18K | -9% | |||
| 92 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $5.6M | 0.2% | 26K | -0.5% | |||
| 93 | $DUK | Duke Energy CORP | Utilities | $5.5M | 0.2% | 44K | -1% | |||
| 94 | $MSI | Motorola Solutions, Inc. | Technology | $5.5M | 0.2% | 13K | -0.7% | |||
| 95 | $AXP | AMERICAN EXPRESS CO | Financials | $5.4M | 0.2% | 16K | +6% | |||
| 96 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $5.3M | 0.2% | 91K | -12% | |||
| 97 | $YUM | YUM BRANDS INC | Consumer Discretionary | $5.2M | 0.2% | 32K | -2% | |||
| 98 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.1M | 0.2% | 23K | -4% | |||
| 99 | — | ISHARES CORE U.S. AGGREGATE ET - COM | — | $5.0M | 0.2% | 50K | -3% | |||
| 100 | $SSB | SouthState Bank Corp | Financials | $4.8M | 0.2% | 48K | -1% | |||
| 101 | $CVS | CVS HEALTH Corp | Healthcare | $4.5M | 0.2% | 43K | +3% | |||
| 102 | — | ISHARES RUSSELL 2000 ETF - COM | — | $4.4M | 0.2% | 15K | +5% | |||
| 103 | $ROP | ROPER TECHNOLOGIES INC | Technology | $4.4M | 0.2% | 13K | -55% | |||
| 104 | $WT | WisdomTree, Inc. | Financials | $4.4M | 0.2% | 77K | -12% | |||
| 105 | $TRMB | TRIMBLE INC. | Technology | $4.3M | 0.2% | 84K | -29% | |||
| 106 | $DIS | Walt Disney Co | Communication Services | $4.3M | 0.2% | 44K | -7% | |||
| 107 | — | GMO ETF TRUST - US QUALITY ETF | — | $4.2M | 0.2% | 100K | +2% | |||
| 108 | $BHP | BHP Group Ltd | Materials | $4.1M | 0.2% | 49K | +32% | |||
| 109 | — | ISHARES RUSSELL 1000 GROWTH ET - COM | — | $4.0M | 0.2% | 32K | +304% | |||
| 110 | $MRK | Merck & Co., Inc. | Healthcare | $4.0M | 0.2% | 31K | +2% | |||
| 111 | $GE | GENERAL ELECTRIC CO | Industrials | $4.0M | 0.2% | 11K | +23% | |||
| 112 | — | ISHARES TR - ISHS 1-5YR INVS | — | $3.9M | 0.2% | 74K | -3% | |||
| 113 | — | VANGUARD LARGE-CAP ETF - COM | — | $3.9M | 0.2% | 11K | — | |||
| 114 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.9M | 0.2% | 14K | +12% | |||
| 115 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $3.8M | 0.2% | 89K | -49% | |||
| 116 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $3.8M | 0.2% | 8,326 | -14% | |||
| 117 | $ADBE | ADOBE INC. | Technology | $3.7M | 0.2% | 18K | -61% | |||
| 118 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.7M | 0.1% | 16K | +0.6% | |||
| 119 | — | ISHARES RUSSELL MIDCAP ETF - COM | — | $3.7M | 0.1% | 33K | -7% | |||
| 120 | $CAT | CATERPILLAR INC | Industrials | $3.6M | 0.1% | 3,424 | -8% | |||
| 121 | $BP | BP PLC | Energy | $3.6M | 0.1% | 97K | +3% | |||
| 122 | — | ISHARES MSCI EAFE ETF - COM | — | $3.5M | 0.1% | 33K | +3% | |||
| 123 | $CRH | CRH PUBLIC LTD CO | Materials | $3.4M | 0.1% | 31K | -2% | |||
| 124 | $ABT | ABBOTT LABORATORIES | Healthcare | $3.1M | 0.1% | 34K | -26% | |||
| 125 | — | VANGUARD SMALL CAP VALUE ETF - COM | — | $3.1M | 0.1% | 13K | -0.3% | |||
| 126 | $ZS | Zscaler, Inc. | Technology | $3.0M | 0.1% | 21K | -58% | |||
| 127 | $SO | SOUTHERN CO | Utilities | $3.0M | 0.1% | 31K | -0.6% | |||
| 128 | — | ISHARES CORE S&P MID-CAP ETF - COM | — | $3.0M | 0.1% | 39K | +7% | |||
| 129 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $2.9M | 0.1% | 1,415 | — | |||
| 130 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $2.9M | 0.1% | 33K | +0.0% | |||
| 131 | $BLK | BlackRock, Inc. | Financials | $2.9M | 0.1% | 2,997 | +9% | |||
| 132 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.8M | 0.1% | 5,574 | +22% | |||
| 133 | — | VANGUARD INTERMEDIATE TERM BON - COM | — | $2.8M | 0.1% | 37K | +39% | |||
| 134 | $PM | Philip Morris International Inc. | Consumer Staples | $2.8M | 0.1% | 15K | +0.2% | |||
| 135 | — | VANGUARD FTSE EMERGING MARKETS - COM | — | $2.8M | 0.1% | 46K | +21% | |||
| 136 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.7M | 0.1% | 6,516 | +12% | |||
| 137 | — | ISHARES RUSSELL 1000 VALUE ETF - COM | — | $2.7M | 0.1% | 11K | +53% | |||
| 138 | — | STATE STREET SPDR DOW JONES IN - COM | — | $2.6M | 0.1% | 5,053 | — | |||
| 139 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.6M | 0.1% | 3,594 | -12% | |||
| 140 | $PEP | PEPSICO INC | Consumer Staples | $2.5M | 0.1% | 19K | -9% | |||
| 141 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $2.5M | 0.1% | 28K | -0.3% | |||
| 142 | $PSX | Phillips 66 | Energy | $2.5M | 0.1% | 15K | +3% | |||
| 143 | $USB | US BANCORP DE | Financials | $2.5M | 0.1% | 41K | -0.8% | |||
| 144 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.5M | 0.1% | 34K | -2% | |||
| 145 | $MTB | M&T BANK CORP | Financials | $2.4M | 0.1% | 10K | +8% | |||
| 146 | — | ISHARES TR - RUSSELL 3000 ETF | — | $2.4M | 0.1% | 5,629 | -9% | |||
| 147 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $2.4M | 0.1% | 32K | +18% | |||
| 148 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $2.3M | 0.1% | 132K | +0.0% | |||
| 149 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $2.2M | 0.1% | 10K | -1% | |||
| 150 | $BNY | Bank of New York Mellon Corp | Financials | $2.2M | 0.1% | 15K | +3% |
What changed in Q2 2026
Against the previous quarter's 13F: 103 new, 408 added to, 344 trimmed, 75 sold out. Share-count changes; largest moves by dollar size first.
New positions (103)
- INNOVATOR ETFS TRUST - US EQTY BUFR JUN$1.9M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.2M
first bought this quarter
$AZOAUTOZONE INC$428K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$410Kfirst bought this quarter
- BLACKROCK ETF T/U S EQUITY FAC - COM$169K
first bought this quarter
$DBBINVESCO DB BASE METALS FUND$140K
first bought this quarter
+97 more in the Excel export
Added to (408)
- VANGUARD INFO TECH ETF - COM+1882%
now $15.0M
- VANGUARD GROWTH ETF - COM+503%
now $16.5M
$NVDANVIDIA CORP+176%
now $19.1M · held 7+ qtrs, 2 adds in a row
- ISHARES CORE S&P 500 ETF - COM+19%
now $66.4M
$IVZInvesco Ltd.+76%
now $24.5M · held 7+ qtrs
- VANGUARD SHORT TERM CORP BOND - COM+56%
now $27.8M
+402 more in the Excel export
Trimmed (344)
$SONYSony Group Corp-56%
now $6.1M · held 7+ qtrs, 2 trims in a row
$ADBEADOBE INC.-61%
now $3.7M · held 7+ qtrs, 4 trims in a row
$ROPROPER TECHNOLOGIES INC-55%
now $4.4M · held 7+ qtrs, 3 trims in a row
$ZSZscaler, Inc.-58%
now $3.0M · held 7+ qtrs, 2 trims in a row
$BSXBOSTON SCIENTIFIC CORP-49%
now $3.8M · held 7+ qtrs
$ACNAccenture plc-82%
now $681K
+338 more in the Excel export
Holdings by quarter
Every 13F SouthState Bank Corp has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow SouthState Bank?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SouthState Bank's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.6%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 12% over the last 4
Top 10 weight
29%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SouthState Bank Corp disclosed 1,313 positions worth $2.4B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.4% of the equity portfolio, followed by $MSFT and $AVGO. During the quarter the fund opened 103 new positions and exited 75 and a full exit from $ARCC. The portfolio is most concentrated in Other (27.0% of disclosed assets). All figures are sourced directly from SouthState Bank Corp’s Form 13F-HR filing with the SEC under CIK 764038.
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AI-Powered Hedge Fund Analysis: SouthState Bank Corp
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