South Shore Capital Advisors
CIK: 0001852993SEC EDGAR →
Portfolio Value
$137K
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 29,310 | $9.2M | 6703.94% |
| 2 | ISHARES TR | 49,801 | $8.4M | 6111.29% |
| 3 | MICROSOFT CORP | 13,080 | $6.3M | 4622.02% |
| 4 | APPLE INC | 18,964 | $5.2M | 3767.04% |
| 5 | VISA INC | 11,905 | $4.2M | 3050.90% |
| 6 | SPDR GOLD TR | 9,750 | $3.9M | 2823.63% |
| 7 | BROADCOM INC | 10,711 | $3.7M | 2708.90% |
| 8 | VANGUARD INTL EQUITY INDEX F | 23,302 | $3.3M | 2401.26% |
| 9 | JOHNSON & JOHNSON | 13,701 | $2.8M | 2071.69% |
| 10 | AMERICAN EXPRESS CO | 7,527 | $2.8M | 2034.42% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $44.3M | 40.3% |
| Technology | 24 | $24.5M | 22.3% |
| Communication Services | 5 | $12.6M | 11.5% |
| Unknown | 8 | $6.8M | 6.2% |
| Consumer Cyclical | 9 | $5.7M | 5.2% |
| Industrials | 15 | $5.5M | 5.0% |
| Healthcare | 6 | $3.7M | 3.3% |
| Consumer Defensive | 4 | $2.3M | 2.1% |
| Real Estate | 4 | $1.4M | 1.3% |
| Energy | 2 | $1.4M | 1.2% |
| Utilities | 2 | $916K | 0.8% |
| Basic Materials | 3 | $719K | 0.7% |