13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001852993
Total reported value
$149.4M
$149.4M
136 檔
27.5%
As reported in its official Q4 2025 Form 13F filing, South Shore Capital Advisors's tracked investment portfolio stood at $149.4M with 136 total positions.
In Q4 2025, South Shore Capital Advisors displayed an active expansion posture, initiating 136 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.76% | +0.64% | +431.43% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.70% | +0.04% | +9.14% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.11% | +0.66% | +207.96% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -0.40% | -13.47% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.77% | -0.05% | -12.77% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.05% | +0.07% | +42.68% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.82% | -0.70% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.71% | +0.23% | +593.27% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.68% | +0.42% | +30.83% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.40% | +0.09% | — | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.07% | -0.15% | +16.39% | |
| 12 | AXP | American Express Co | Stock-Financials | 2.03% | +0.01% | — | |
| 13 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 1.94% | -0.29% | +122.66% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.84% | +0.21% | +44.24% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.07% | +176.62% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | -0.48% | +79.89% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.18% | — | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 1.37% | +0.07% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.03% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.04% | +158.49% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.93% | +0.06% | — | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 0.90% | -0.15% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.01% | — | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 0.83% | -0.14% | — | |
| 25 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.78% | +0.03% | +144.76% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.15% | +106.00% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.04% | — | |
| 28 | AZO | Autozone Inc | Stock-Consumer Disc | 0.72% | -0.11% | -43.47% | |
| 29 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.70% | +0.10% | -18.18% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | +0.02% | -0.30% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.65% | -0.05% | — | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.63% | -0.17% | — | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.01% | — | |
| 34 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.57% | -0.05% | -19.03% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.56% | -0.08% | +127.56% | |
| 36 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.54% | +0.04% | — | |
| 37 | NOK | Nokia Corp-spon Adr | Stock-Tech | 0.54% | +0.31% | — | |
| 38 | CR | Crane Co | Stock-Industrials | 0.52% | +0.09% | — | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | -0.11% | +54.09% | |
| 40 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.49% | -0.01% | — | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.49% | +0.31% | — | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.46% | -2.99% | — | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.46% | +0.19% | — | |
| 44 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.45% | — | — | |
| 45 | LIT | Global X Lithium & Battery T | ETF-Other | 0.45% | -0.38% | EXIT | |
| 46 | WOMN | Impact Shares Women's Empowe | ETF-Other | 0.45% | -0.01% | -10.30% | |
| 47 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.44% | +0.01% | -17.79% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | +0.06% | -41.75% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.42% | -0.09% | — | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | +0.01% | — |
According to official SEC Form 13F filings, South Shore Capital Advisors reported a total U.S. public equity portfolio value of $149.4M across 136 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, GOOGL, IUSG) accounted for 27.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPY
市值: $12.0M
During Q4 2025, South Shore Capital Advisors's top holdings by market value included SPY (8.8%)、GOOGL (6.7%)、IUSG (6.1%). The largest single position, SPY, represented 8.8% of total portfolio value.
In Q4 2025, South Shore Capital Advisors made 136 total portfolio adjustments, initiating 136 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.