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CIK: 0000764038
Total reported value
$2.4B
$2.4B
1704 檔
17.4%
During the Q1 2025 filing period, SouthState Bank Corp (CIK: 0000764038) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 1704 reported positions.
In Q1 2025, SouthState Bank Corp displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1704 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.19% | +0.14% | +49.87% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.70% | -0.45% | +26.67% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.27% | -0.01% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.00% | -0.26% | +10.27% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.90% | +0.13% | +50.26% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 2.21% | -0.05% | — | |
| 7 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.07% | -0.79% | +0.59% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.06% | -0.13% | — | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.00% | -0.19% | +20.54% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | +0.04% | +5.14% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +0.30% | +0.59% | |
| 12 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.66% | -0.15% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.12% | +11.21% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | +0.50% | +0.57% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.42% | +0.48% | — | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.41% | -0.16% | +56.09% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.21% | -0.04% | +748.23% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.29% | +17.52% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.19% | +4.82% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.19% | +5.26% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.08% | -0.21% | +0.77% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.06% | -0.07% | +20.20% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | -0.26% | -3.54% | |
| 24 | ROP | Roper Technologies Inc | Stock-Tech | 0.99% | -0.29% | +2.83% | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 0.98% | -0.37% | +20.69% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.07% | +2.45% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 0.95% | -0.18% | +0.86% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.93% | -0.24% | +4.01% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.03% | +60.75% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.91% | -0.03% | +5.87% | |
| 31 | VONE | Vanguard Russell 1000 | ETF-Other | 0.87% | -0.01% | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | +0.06% | +173.52% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.06% | -23.20% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.81% | -0.06% | +206.62% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | +0.02% | +691.31% | |
| 36 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.79% | -0.41% | -2.11% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | -0.14% | +12.66% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.77% | -0.03% | +2.18% | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.75% | -0.35% | +0.69% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.28% | +3.26% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.05% | +6.73% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.74% | -0.19% | +1.31% | |
| 43 | ELV | Elevance Health Inc | Stock-Healthcare | 0.74% | +0.08% | -3.73% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.73% | -0.25% | +38.57% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.72% | -0.05% | +195.29% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.04% | -0.15% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.67% | +0.01% | +0.12% | |
| 48 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.67% | -0.01% | +1413.67% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.13% | +2.20% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.58% | -0.24% | +4.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | DFUS | Dimensional US Eq Mkt ETF | — | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | DFAI | Dimensional International Co | — | NEW | New buy |
| 7 | PHYS | Sprott Physical Gold Trust | — | NEW | New buy |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 9 | MA | Mastercard Inc - A | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | UITB | Victoryshares Core Intermedi | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | — | NEW | New buy |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 17 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 19 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 20 | ORCL | Oracle CORP | — | NEW | New buy |
| 21 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 22 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 23 | WMT | Walmart Inc | — | NEW | New buy |
| 24 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 25 | ADBE | Adobe Inc | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | DHR | Danaher CORP | — | NEW | New buy |
| 28 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 29 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 30 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 31 | VONE | Vanguard Russell 1000 | — | NEW | New buy |
| 32 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 33 | KO | Coca-cola Co/the | — | NEW | New buy |
| 34 | BX | Blackstone Inc | — | NEW | New buy |
| 35 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 36 | SONY | Sony Group CORP - Sp Adr | — | NEW | New buy |
| 37 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 38 | CB | Chubb Limited | — | NEW | New buy |
| 39 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | ABBV | Abbvie Inc | — | NEW | New buy |
| 42 | NOW | Servicenow Inc | — | NEW | New buy |
| 43 | ELV | Elevance Health Inc | — | NEW | New buy |
| 44 | ACN | Accenture plc | — | NEW | New buy |
| 45 | VLO | Valero Energy CORP | — | NEW | New buy |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 47 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 48 | HELO | Jpmorgan Hedged Equity ETF | — | NEW | New buy |
| 49 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 50 | LHX | L3harris Technologies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, SouthState Bank Corp reported a total U.S. public equity portfolio value of $2.4B across 1704 disclosed positions in Q1 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 AAPL, MSFT, DFUS) accounted for 17.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $113.4M
During Q1 2025, SouthState Bank Corp's top holdings by market value included AAPL (5.2%)、MSFT (4.7%)、DFUS (3.3%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q1 2025, SouthState Bank Corp made 50 total portfolio adjustments, initiating 50 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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