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CIK: 0000764038
Total reported value
$2.4B
$2.4B
672 檔
10.3%
At the close of Q1 2024, SouthState Bank Corp disclosed equity holdings valued at approximately $2.4B, spread across 672 reported holdings.
During Q1 2024, SouthState Bank Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 10.3% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 672 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.43% | -0.45% | +0.35% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.90% | +0.14% | +0.92% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.60% | -0.26% | +2.37% | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.68% | -0.79% | -1.53% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.60% | +0.30% | -0.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.12% | +3.38% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.30% | +0.04% | +2.59% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.24% | -0.19% | +2.24% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 1.90% | -0.18% | +3.18% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.50% | -0.23% | |
| 11 | ELV | Elevance Health Inc | Stock-Healthcare | 1.70% | +0.08% | +0.54% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.13% | +1.00% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.65% | -0.07% | +2.18% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.64% | -0.06% | -1.48% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 1.62% | -0.37% | +2.76% | |
| 16 | ROP | Roper Technologies Inc | Stock-Tech | 1.52% | -0.29% | +3.89% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.29% | -0.10% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.50% | -0.21% | +3.61% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.43% | -0.19% | +4.69% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.41% | -0.16% | +24.52% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.19% | +2.41% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.25% | +0.01% | -4.70% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.24% | -0.26% | +199.90% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 1.17% | -0.19% | +1.74% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 1.17% | -0.03% | +2.69% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.10% | -0.24% | +5.12% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.28% | +4.06% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.03% | -20.24% | |
| 29 | CB | Chubb Limited | Stock-Financials | 1.01% | -0.03% | +2.08% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.04% | +2.75% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.05% | +2.35% | |
| 32 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.95% | -0.41% | +3.07% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.13% | -0.35% | |
| 34 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.94% | +0.21% | +5.07% | |
| 35 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.94% | -0.06% | +2.38% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.92% | +0.04% | +4.47% | |
| 37 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.92% | -0.24% | +6.41% | |
| 38 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.83% | -0.35% | +1.37% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.49% | -2.13% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | — | -6.05% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.14% | +7.52% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.73% | +0.33% | -4.29% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.14% | +48.79% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.04% | -3.02% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.65% | -0.25% | +99.29% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | -0.04% | -1.85% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.03% | -1.93% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.16% | +1.08% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.61% | -0.19% | +7.99% | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.60% | -0.07% | +9.41% |
According to official SEC Form 13F filings, SouthState Bank Corp reported a total U.S. public equity portfolio value of $2.4B across 672 disclosed positions in Q1 2024.
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During Q1 2024, SouthState Bank Corp's top holdings by market value included MSFT (6.4%)、AAPL (3.9%)、BRK-B (3.6%). The largest single position, MSFT, represented 6.4% of total portfolio value.
In Q1 2024, SouthState Bank Corp made 0 total portfolio adjustments, initiating 0 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.
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