South Shore Capital Advisors
Sector Allocation
- Other29.1%$42.5M
- Technology27.8%$40.5M
- Financials16.8%$24.5M
- Healthcare8.9%$13.0M
- Industrials8.3%$12.1M
- Consumer Discretionary3.8%$5.5M
- Consumer Staples1.8%$2.6M
- Energy1.3%$1.9M
- Utilities0.8%$1.2M
- Materials0.7%$1.0M
AUM History
13fpro.ai/research/fund/south-shore-capital-advisors-1852993
Conviction and streaks
Stable · top 10 = 39.8%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 — Q3 2026
SPY
$13.8MGOOGL
$7.9MMSFT
$6.7MAAPL
$5.6MQQQ
$4.8MNVS
$4.5MV
$3.8MGLD
$3.8MDOV
$3.7MJNJ
$3.5MAVGO
$3.4MGOOG
$2.7MWTW
$2.4MAMZN
$2.3MMETA
$2.2MAXP
$2.1MNVDA
$2.1M- ISHARES$2.0M
ASML
$1.9M- ISHARES$1.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/south-shore-capital-advisors-1852993
South Shore Capital Advisors 13F holdings — Q3 2026
$145.8M portfolio (-2.4% QoQ) · 157 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
$13.8M
9.5% of stocks
+0.9%This quarter-0.5%Since filed4+ qtrsHeld$7.9M
5.4% of stocks
-5%This quarter-6.6%Since filed4+ qtrsHeld$6.7M
4.6% of stocks
+6%This quarter+0.1%Since filed4+ qtrsHeld$5.6M
3.8% of stocks
-2%This quarter+1.3%Since filed4+ qtrsHeld$4.8M
3.3% of stocks
+14%This quarter-0.8%Since filed4+ qtrsHeld$4.5M
3.1% of stocks
+986%This quarter+0.1%Since filed4+ qtrsHeld$3.8M
2.6% of stocks
-2%This quarter-0.6%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$3.8M
2.6% of stocks
+0.8%This quarter-2.6%Since filed4+ qtrsHeld$3.7M
2.5% of stocks
No changeThis quarter+2.7%Since filed4+ qtrsHeld$3.5M
2.4% of stocks
-3%This quarter+2.7%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — South Shore Capital Advisors (Q3 2026)
157 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.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $3.4M | 2.3% | 9,593 | -4% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $2.7M | 1.9% | 7,900 | -0.5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | WILLIS TOWERS WATSON PLC | Financials | $2.4M | 1.6% | 8,273 | +6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $2.3M | 1.6% | 9,118 | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $2.2M | 1.5% | 3,029 | -5% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMERICAN EXPRESS CO | Financials | $2.1M | 1.5% | 6,989 | -0.5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | NVIDIA CORP | Technology | $2.1M | 1.4% | 9,209 | +7% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - CORE S&P US GWTetf/fund | — | $2.0M | 1.4% | 9,926 | -80% | — | — | 13F |
| 19 | ASML HOLDING NV | Technology | $1.9M | 1.3% | 1,033 | -19% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES INC - MSCI JAPAN ETFetf/fund | — | $1.8M | 1.2% | 18K | -0.5% | — | — | 13F |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $1.7M | 1.2% | 3,512 | -0.3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $1.5M | 1.0% | 29K | +7% | — | — | 13F |
| 23 | CAPITAL ONE FINANCIAL CORP | Financials | $1.5M | 1.0% | 7,653 | +3% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETFetf/fund | — | $1.4M | 1.0% | 17K | +93% | — | — | 13F |
| 25 | CrowdStrike Holdings, Inc. | Technology | $1.4M | 1.0% | 5,395 | +295% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.8% | 4,083 | -0.7% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.8% | 3,356 | +0.9% | |||
| 28 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.1M | 0.8% | 16K | -0.8% | |||
| 29 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.0M | 0.7% | 2,033 | -0.2% | |||
| 30 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $977K | 0.7% | 12K | +9% | |||
| 31 | $WMT | Walmart Inc. | Consumer Staples | $966K | 0.7% | 9,300 | -1% | |||
| 32 | $CVCO | CAVCO INDUSTRIES, INC. | Industrials | $951K | 0.7% | 1,698 | -1.0% | |||
| 33 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $947K | 0.7% | 19K | +101% | |||
| 34 | $HSBC | HSBC HOLDINGS PLC | Financials | $936K | 0.6% | 9,425 | +10% | |||
| 35 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $916K | 0.6% | 3,219 | -18% | |||
| 36 | $MA | Mastercard Inc | Financials | $913K | 0.6% | 1,655 | -12% | |||
| 37 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $884K | 0.6% | 2,779 | -0.7% | |||
| 38 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $820K | 0.6% | 16K | +4% | |||
| 39 | $AZO | AUTOZONE INC | Consumer Discretionary | $801K | 0.6% | 283 | -3% | |||
| 40 | — | VANECK ETF TRUST - OIL REFINERS ETF | — | $792K | 0.5% | 13K | New | |||
| 41 | $TMUS | T-Mobile US, Inc. | Communication Services | $745K | 0.5% | 3,124 | +35% | |||
| 42 | $CR | Crane Co | Industrials | $742K | 0.5% | 3,635 | -1% | |||
| 43 | $IAU | ISHARES GOLD TRUST | Financials | $715K | 0.5% | 9,161 | -9% | |||
| 44 | — | ISHARES INC - CORE MSCI EMKT | — | $692K | 0.5% | 8,525 | +3% | |||
| 45 | — | TIDAL TRUST III - IMPA SHS WOM ETF | — | $642K | 0.4% | 15K | -1% | |||
| 46 | — | SPDR SERIES TRUST - ST STR MSCI GEN | — | $616K | 0.4% | 3,909 | -2% | |||
| 47 | $CAT | CATERPILLAR INC | Industrials | $585K | 0.4% | 722 | — | |||
| 48 | $KLAC | KLA CORP | Technology | $575K | 0.4% | 2,948 | — | |||
| 49 | — | TIDAL TRUST III - NAACP MINO ETF | — | $559K | 0.4% | 9,161 | -11% | |||
| 50 | — | ISHARES TR - CORE S&P500 ETF | — | $558K | 0.4% | 729 | -9% | |||
| 51 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $557K | 0.4% | 1,133 | -13% | |||
| 52 | $WT | WisdomTree, Inc. | Financials | $552K | 0.4% | 3,060 | — | |||
| 53 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $536K | 0.4% | 2,436 | -13% | |||
| 54 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $534K | 0.4% | 7,640 | -17% | |||
| 55 | $CSX | CSX CORP | Industrials | $520K | 0.4% | 11K | — | |||
| 56 | $MRK | Merck & Co., Inc. | Healthcare | $495K | 0.3% | 3,408 | -3% | |||
| 57 | $DE | DEERE & CO | Industrials | $494K | 0.3% | 735 | — | |||
| 58 | $STT | STATE STREET CORP | Financials | $491K | 0.3% | 7,297 | -32% | |||
| 59 | $RBRK | Rubrik, Inc. | Technology | $486K | 0.3% | 4,246 | +9% | |||
| 60 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $479K | 0.3% | 7,835 | — | |||
| 61 | $BNY | Bank of New York Mellon Corp | Financials | $476K | 0.3% | 3,289 | -16% | |||
| 62 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $475K | 0.3% | 950 | New | |||
| 63 | $GLW | CORNING INC /NY | Materials | $474K | 0.3% | 3,080 | -10% | |||
| 64 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $471K | 0.3% | 12K | New | |||
| 65 | — | ISHARES TR - CORE MSCI EAFE | — | $470K | 0.3% | 4,855 | -20% | |||
| 66 | $MU | MICRON TECHNOLOGY INC | Technology | $470K | 0.3% | 441 | -1% | |||
| 67 | $CSCO | CISCO SYSTEMS, INC. | Technology | $459K | 0.3% | 4,262 | — | |||
| 68 | $IBIT | iShares Bitcoin Trust ETF | Financials | $458K | 0.3% | 9,675 | New | |||
| 69 | $LLY | ELI LILLY & Co | Healthcare | $455K | 0.3% | 393 | +2% | |||
| 70 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $449K | 0.3% | 1,945 | -2% | |||
| 71 | $LRCX | LAM RESEARCH CORP | Technology | $428K | 0.3% | 1,302 | -2% | |||
| 72 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $424K | 0.3% | 3,500 | New | |||
| 73 | $EMR | EMERSON ELECTRIC CO | Industrials | $424K | 0.3% | 2,735 | — | |||
| 74 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $421K | 0.3% | 624 | — | |||
| 75 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $421K | 0.3% | 2,279 | — | |||
| 76 | $MTH | Meritage Homes CORP | Industrials | $420K | 0.3% | 6,676 | -0.7% | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $417K | 0.3% | 11K | -44% | |||
| 78 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $414K | 0.3% | 10K | New | |||
| 79 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $409K | 0.3% | 3,092 | +0.0% | |||
| 80 | $FTNT | Fortinet, Inc. | Technology | $407K | 0.3% | 2,438 | +11% | |||
| 81 | $PSA | Public Storage | Real Estate | $401K | 0.3% | 1,418 | -9% | |||
| 82 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $397K | 0.3% | 13K | — | |||
| 83 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $394K | 0.3% | 2,500 | New | |||
| 84 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $393K | 0.3% | 6,999 | +22% | |||
| 85 | $NEE | NEXTERA ENERGY INC | Utilities | $392K | 0.3% | 5,180 | -36% | |||
| 86 | $PEP | PEPSICO INC | Consumer Staples | $387K | 0.3% | 3,053 | -4% | |||
| 87 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $385K | 0.3% | 1,087 | — | |||
| 88 | — | SPDR SERIES TRUST - ST STR SP500FF | — | $383K | 0.3% | 6,129 | +23% | |||
| 89 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $383K | 0.3% | 879 | — | |||
| 90 | $KO | COCA COLA CO | Consumer Staples | $376K | 0.3% | 4,368 | — | |||
| 91 | — | ISHARES TR - MSCI EAFE ETF | — | $374K | 0.3% | 3,602 | New | |||
| 92 | — | ISHARES TR - RUS 1000 VAL ETF | — | $368K | 0.3% | 1,485 | New | |||
| 93 | $WM | WASTE MANAGEMENT INC | Utilities | $368K | 0.3% | 1,804 | — | |||
| 94 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $366K | 0.3% | 1,428 | New | |||
| 95 | $QCOM | QUALCOMM INC/DE | Technology | $358K | 0.3% | 1,947 | -17% | |||
| 96 | — | ISHARES TR - MSCI ACWI EX US | — | $355K | 0.2% | 4,692 | +29% | |||
| 97 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $354K | 0.2% | 677 | -2% | |||
| 98 | $WAT | WATERS CORP /DE/ | Healthcare | $349K | 0.2% | 795 | -24% | |||
| 99 | — | ISHARES INC - MSCI SWITZERLAND | — | $349K | 0.2% | 5,895 | New | |||
| 100 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $346K | 0.2% | 2,126 | New | |||
| 101 | — | ISHARES INC - MSCI TAIWAN ETF | — | $339K | 0.2% | 3,000 | New | |||
| 102 | $AJG | Arthur J. Gallagher & Co. | Financials | $338K | 0.2% | 4,299 | New | |||
| 103 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $329K | 0.2% | 540 | New | |||
| 104 | $ELV | Elevance Health, Inc. | Healthcare | $328K | 0.2% | 843 | — | |||
| 105 | — | ARK ETF TR - GENOMIC REV ETF | — | $325K | 0.2% | 6,000 | New | |||
| 106 | $JAZZ | Jazz Pharmaceuticals plc | Healthcare | $324K | 0.2% | 1,400 | — | |||
| 107 | $RTX | RTX Corp | Industrials | $323K | 0.2% | 1,739 | — | |||
| 108 | — | SELECT SECTOR SPDR TR - ST FINL INCO ETF | — | $316K | 0.2% | 14K | New | |||
| 109 | — | SPDR SERIES TRUST - ST STR SP BANK | — | $315K | 0.2% | 4,986 | -4% | |||
| 110 | — | SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST | — | $314K | 0.2% | 5,000 | New | |||
| 111 | $ECL | ECOLAB INC. | Materials | $312K | 0.2% | 1,135 | -0.4% | |||
| 112 | $CRM | Salesforce, Inc. | Technology | $311K | 0.2% | 1,356 | +0.7% | |||
| 113 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $311K | 0.2% | 180 | -22% | |||
| 114 | $OSCR | Oscar Health, Inc. | Healthcare | $308K | 0.2% | 10K | — | |||
| 115 | — | ISHARES TR - MSCI GBL SUS DEV | — | $305K | 0.2% | 3,487 | — | |||
| 116 | $ETN | Eaton Corp plc | Industrials | $303K | 0.2% | 706 | +20% | |||
| 117 | $VLTO | Veralto Corp | Technology | $301K | 0.2% | 3,194 | -10% | |||
| 118 | — | ISHARES TR - MSCI AC ASIA ETF | — | $294K | 0.2% | 2,528 | New | |||
| 119 | $TT | Trane Technologies plc | Technology | $292K | 0.2% | 647 | -55% | |||
| 120 | $XYL | Xylem Inc. | Industrials | $286K | 0.2% | 2,825 | +42% | |||
| 121 | $CME | CME GROUP INC. | Financials | $283K | 0.2% | 1,081 | -4% | |||
| 122 | $WT | WisdomTree, Inc. | Financials | $280K | 0.2% | 5,555 | New | |||
| 123 | $CNC | CENTENE CORP | Healthcare | $280K | 0.2% | 4,500 | — | |||
| 124 | $TEL | TE Connectivity plc | Technology | $279K | 0.2% | 1,324 | New | |||
| 125 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $277K | 0.2% | 8,481 | +2% | |||
| 126 | $CTAS | CINTAS CORP | Consumer Discretionary | $276K | 0.2% | 1,415 | New | |||
| 127 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $275K | 0.2% | 3,059 | New | |||
| 128 | $FDX | FEDEX CORP | Industrials | $273K | 0.2% | 958 | — | |||
| 129 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $265K | 0.2% | 984 | New | |||
| 130 | $AWK | American Water Works Company, Inc. | Utilities | $263K | 0.2% | 2,030 | +0.0% | |||
| 131 | $TSLA | Tesla, Inc. | Consumer Discretionary | $262K | 0.2% | 739 | -6% | |||
| 132 | $VRSK | Verisk Analytics, Inc. | Technology | $261K | 0.2% | 1,554 | — | |||
| 133 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $261K | 0.2% | 4,000 | New | |||
| 134 | $LE | LANDS' END, INC. | Consumer Discretionary | $255K | 0.2% | 647 | New | |||
| 135 | $SYK | STRYKER CORP | Healthcare | $250K | 0.2% | 909 | New | |||
| 136 | $IVZ | Invesco Ltd. | Financials | $248K | 0.2% | 9,901 | New | |||
| 137 | $NET | Cloudflare, Inc. | Technology | $248K | 0.2% | 713 | New | |||
| 138 | — | ISHARES TR - ISHARES BIOTECH | — | $248K | 0.2% | 1,176 | -14% | |||
| 139 | $PARR | PAR PACIFIC HOLDINGS, INC. | Energy | $245K | 0.2% | 3,000 | New | |||
| 140 | $DHR | DANAHER CORP /DE/ | Healthcare | $241K | 0.2% | 1,087 | — | |||
| 141 | $RLI | RLI CORP | Financials | $237K | 0.2% | 4,290 | — | |||
| 142 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $237K | 0.2% | 493 | — | |||
| 143 | $IVZ | Invesco Ltd. | Financials | $237K | 0.2% | 1,833 | +5% | |||
| 144 | — | ARK ETF TR - INNOVATION ETF | — | $236K | 0.2% | 2,649 | — | |||
| 145 | — | ISHARES TR - ESG AWR MSCI USA | — | $232K | 0.2% | 1,391 | New | |||
| 146 | $PANW | Palo Alto Networks Inc | Technology | $226K | 0.2% | 570 | New | |||
| 147 | $GE | GENERAL ELECTRIC CO | Industrials | $220K | 0.1% | 5,139 | New | |||
| 148 | $PFE | PFIZER INC | Healthcare | $219K | 0.1% | 7,663 | -11% | |||
| 149 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $218K | 0.1% | 536 | -5% | |||
| 150 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $217K | 0.1% | 3,761 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 31 new, 32 added to, 59 trimmed, 29 sold out. Share-count changes; largest moves by dollar size first.
New positions (31)
- VANECK ETF TRUST - OIL REFINERS ETF$792K
first bought this quarter
$GEHCGE HealthCare Technologies Inc.$475K
first bought this quarter
- SSGA ACTIVE ETF TR - ST STR BL LN ETF$471K
first bought this quarter
$IBITiShares Bitcoin Trust ETF$458K
first bought this quarter
- AMPLIFY ETF TR - AMPLIFY CYBERSEC$424K
first bought this quarter
$SFMSprouts Farmers Market, Inc.$414K
first bought this quarter
+25 more in the Excel export
Added to (32)
now $4.5M · held 4+ qtrs
$CRWDCrowdStrike Holdings, Inc.+295%
now $1.4M · held 4+ qtrs
- VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF+93%
now $1.4M
now $4.8M · held 4+ qtrs
- JANUS DETROIT STR TR - HENDRSON AAA CL+101%
now $947K
now $6.7M · held 4+ qtrs
+26 more in the Excel export
Trimmed (59)
- ISHARES TR - CORE S&P US GWT-80%
now $2.0M
now $1.9M · held 4+ qtrs, 2 trims in a row
now $7.9M · held 4+ qtrs, 3 trims in a row
$TTTrane Technologies plc-55%
now $292K · held 4+ qtrs
- SELECT SECTOR SPDR TR - ST STR UTIL ETF-44%
now $417K
$STTSTATE STREET CORP-32%
now $491K · held 2 qtrs
+53 more in the Excel export
Sold out (29)
$NOKNOKIA CORPwas $1.4M
held 3+ qtrs
- ISHARES TR - ISHARES SEMICDTRwas $641K
- ETF SER SOLUTIONS - DEFIANCE QUANTUMwas $579K
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDwas $553K
held 3+ qtrs
- ISHARES INC - MSCI EMRG CHNwas $521K
- GLOBAL X FDS - US INFR DEV ETFwas $471K
+23 more in the Excel export
Holdings by quarter
Every 13F South Shore Capital Advisors has filed, 12 earlier quarters. Pick one to see what it held then.
Is it too late to follow South Shore Capital Advisors?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of South Shore Capital Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-0.8%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
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 2025 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
South Shore Capital Advisors disclosed 157 positions worth $145.8M in its Form 13F-HR for Q3 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 9.5% of the equity portfolio, followed by $GOOGL and $MSFT. During the quarter the fund opened 31 new positions and exited 29 and a full exit from $NOK. The portfolio is most concentrated in Other (29.1% of disclosed assets). All figures are sourced directly from South Shore Capital Advisors’s Form 13F-HR filing with the SEC under CIK 1852993.
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AI-Powered Hedge Fund Analysis: South Shore Capital Advisors
13F Pro is an AI hedge fund tracker and stock research platform. For South Shore Capital Advisors (SEC CIK: 1852993), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in South Shore Capital Advisors's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.