Institutional Manager · CIK 0001852993
South Shore Capital Advisors
COHASSET, MA · File #028-21133
Latest AUM
$136.8M
Positions
140
Top-10 Concentration
56.1%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 17,585 | $12.0M | 11.26% |
| 2 | ALPHABET INC | GOOG | 29,310 | $9.2M | 8.62% |
| 3 | ISHARES TR | 464287671 | 49,801 | $8.4M | 7.86% |
| 4 | MICROSOFT CORP | MSFT | 13,080 | $6.3M | 5.94% |
| 5 | APPLE INC | AAPL | 18,964 | $5.2M | 4.84% |
| 6 | VISA INC | V | 11,905 | $4.2M | 3.92% |
| 7 | SPDR GOLD TR | GLD | 9,750 | $3.9M | 3.63% |
| 8 | BROADCOM INC | AVGO | 10,711 | $3.7M | 3.48% |
| 9 | INVESCO QQQ TR | IVZ | 5,962 | $3.7M | 3.44% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042742 | 23,302 | $3.3M | 3.09% |
| 11 | JOHNSON & JOHNSON | JNJ | 13,701 | $2.8M | 2.66% |
| 12 | AMERICAN EXPRESS CO | AXP | 7,527 | $2.8M | 2.62% |
| 13 | WILLIS TOWERS WATSON PLC LTD | WTW | 8,076 | $2.7M | 2.49% |
| 14 | ALPHABET INC | GOOG | 8,020 | $2.5M | 2.36% |
| 15 | AMAZON COM INC | AMZN | 10,733 | $2.5M | 2.33% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,751 | $2.4M | 2.24% |
| 17 | META PLATFORMS INC | META | 3,618 | $2.4M | 2.24% |
| 18 | CAPITAL ONE FINL CORP | 14040H105 | 7,731 | $1.9M | 1.76% |
| 19 | NVIDIA CORPORATION | NVDA | 9,492 | $1.8M | 1.66% |
| 20 | HOME DEPOT INC | HD | 4,004 | $1.4M | 1.29% |