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CIK: 0000764038
Total reported value
$2.4B
$2.4B
1581 檔
17.9%
As reported in its official Q2 2025 Form 13F filing, SouthState Bank Corp's tracked investment portfolio stood at $2.4B with 1581 total positions.
During Q2 2025, 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, AVGO) accounted for 17.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1581 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.88% | -0.45% | -1.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.51% | +0.14% | -1.64% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.89% | +0.30% | +1.43% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.77% | -0.26% | +6.12% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.73% | +0.13% | -2.73% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.66% | -0.01% | -23.30% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | +0.04% | +3.43% | |
| 8 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.07% | -0.79% | -0.72% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.95% | -0.19% | -0.78% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.12% | +6.26% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.74% | -0.19% | +5.03% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.50% | +2.36% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 1.71% | -0.05% | -26.66% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.65% | -0.13% | -16.30% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.43% | -0.16% | +6.04% | |
| 16 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.42% | -0.15% | -10.77% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.29% | -0.79% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.17% | +0.48% | -19.78% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.19% | +2.88% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.26% | +2.50% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.07% | -0.21% | +1.88% | |
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 1.06% | -0.03% | +5.58% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.01% | -0.24% | +4.19% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.99% | -0.07% | -2.46% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | -0.04% | -19.02% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.95% | -0.19% | +3.70% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.95% | -0.37% | -0.08% | |
| 28 | ROP | Roper Technologies Inc | Stock-Tech | 0.95% | -0.29% | +4.04% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.07% | +1.47% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | -0.03% | -1.54% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.91% | -0.18% | +3.98% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | -0.06% | +4.54% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.80% | -0.06% | -3.42% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | -0.14% | +7.53% | |
| 35 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.79% | -0.41% | +2.03% | |
| 36 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.79% | -0.35% | +3.41% | |
| 37 | VONE | Vanguard Russell 1000 | ETF-Other | 0.75% | -0.01% | -18.59% | |
| 38 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.73% | +0.21% | +4.89% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.73% | -0.03% | +2.34% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.04% | +0.38% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.70% | +0.01% | -1.33% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | +0.06% | -18.01% | |
| 43 | VLO | Valero Energy CORP | Stock-Energy | 0.69% | -0.05% | -2.46% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.68% | -0.24% | +2.97% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.67% | -0.25% | +0.79% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | +0.02% | -21.76% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.64% | +0.08% | +0.59% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.05% | +0.58% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.63% | -0.04% | +62.60% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.28% | +1.05% |
According to official SEC Form 13F filings, SouthState Bank Corp reported a total U.S. public equity portfolio value of $2.4B across 1581 disclosed positions in Q2 2025.
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During Q2 2025, SouthState Bank Corp's top holdings by market value included MSFT (5.9%)、AAPL (4.5%)、AVGO (2.9%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q2 2025, 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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