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CIK: 0000764038
Total reported value
$2.4B
$2.4B
1322 檔
18.7%
During the Q4 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 1322 reported positions.
In Q4 2025, SouthState Bank Corp displayed an active expansion posture, initiating 1 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.57% | -0.45% | +0.35% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.49% | +0.14% | +1.17% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.45% | +0.30% | -4.32% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.91% | -0.26% | +0.96% | |
| 5 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.65% | -0.79% | -2.38% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.53% | +0.13% | -1.27% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | +0.04% | +0.66% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | +0.29% | -0.70% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | +0.50% | +7.39% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.12% | +1.51% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.03% | -0.19% | +0.35% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.51% | -0.19% | -1.86% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.49% | -0.16% | -4.70% | |
| 14 | PH | Parker Hannifin CORP | Stock-Industrials | 1.41% | -0.03% | +1.95% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.36% | -0.21% | +0.30% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.29% | -0.01% | -10.13% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.26% | +1.11% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.15% | -0.24% | +2.90% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.10% | -0.03% | +10.42% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.01% | -0.18% | -2.13% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.19% | +0.58% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 0.99% | -0.14% | +2.73% | |
| 23 | RMOP | Rockefeller Opport Muni ETF | ETF-Other | 0.97% | +0.28% | +146.39% | |
| 24 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.94% | +0.21% | +3.69% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.07% | +0.29% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.14% | -1.77% | |
| 27 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.85% | -0.13% | -1.42% | |
| 28 | VLO | Valero Energy CORP | Stock-Energy | 0.84% | -0.05% | -0.74% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.06% | +0.21% | |
| 30 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.83% | -0.24% | +1.82% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.81% | -0.05% | -6.22% | |
| 32 | CB | Chubb Limited | Stock-Financials | 0.81% | -0.03% | +2.06% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.81% | -0.06% | -0.53% | |
| 34 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.81% | -0.41% | +0.38% | |
| 35 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.80% | -0.15% | +4.89% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.79% | +0.01% | +1.64% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.78% | -0.37% | -7.18% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.04% | +2.19% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.05% | -0.50% | |
| 40 | B | Barrick Mining CORP | Stock-Materials | 0.74% | -0.16% | +297.91% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.72% | -0.19% | +390.13% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.72% | -0.35% | -0.39% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.28% | +2.60% | |
| 44 | ROP | Roper Technologies Inc | Stock-Tech | 0.68% | -0.29% | -10.06% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.04% | +1.86% | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.65% | +0.21% | +6341.95% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.06% | -0.63% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | -0.04% | -7.22% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | — | +1.29% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | — | +19.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | +0.6% | +6341.95% | Add |
| 2 | B | Barrick Mining CORP | +0.6% | +297.91% | Add |
| 3 | RMOP | Rockefeller Opport Muni ETF | +0.6% | +146.39% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.70% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | +1.17% | Add |
| 6 | ISRG | Intuitive Surgical Inc | +0.2% | +2.90% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | +1.08% | Add |
| 8 | PH | Parker Hannifin CORP | +0.2% | +1.95% | Add |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.2% | +160.64% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.77% | Trim |
| 11 | PHYS | Sprott Physical Gold Trust | +0.1% | -2.38% | Trim |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.39% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | -1.79% | Trim |
| 14 | GE | General Electric | +0.1% | +93.99% | Add |
| 15 | ROK | Rockwell Automation Inc | +0.1% | +3.69% | Add |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +10.42% | Add |
| 17 | DHR | Danaher CORP | +0.1% | -2.13% | Trim |
| 18 | WMT | Walmart Inc | +0.1% | +1.11% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +1.51% | Add |
| 20 | CB | Chubb Limited | +0.1% | +2.06% | Add |
| 21 | DGRO | Ishares Core Dividend Growth | +0.1% | +12.46% | Add |
| 22 | ETN | Eaton Corporation plc | +0.1% | +63.17% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +446.39% | Add |
| 24 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +153862.50% | Add |
| 25 | NEE | Nextera Energy Inc | +0.1% | +2.73% | Add |
| 26 | GEV | GE Vernova Inc | +0.1% | +85.08% | Add |
| 27 | TJX | Tjx Companies Inc | 0% | +0.30% | Add |
| 28 | AMGN | Amgen Inc | 0% | +0.88% | Add |
| 29 | AZNN | Astrazeneca Plc-spons Adr | 0% | +3.71% | Add |
| 30 | JPM | Jpmorgan Chase & Co | — | +0.66% | Add |
| 31 | LNG | Cheniere Energy Inc | -0.1% | -2.53% | Trim |
| 32 | FISV | Fiserv Inc | -0.1% | -8.46% | Trim |
| 33 | ADBE | Adobe Inc | -0.1% | -7.18% | Trim |
| 34 | MDLZ | Mondelez International Inc-a | -0.1% | -12.15% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.1% | +0.58% | Add |
| 36 | PYPL | Paypal Holdings Inc | -0.1% | -25.49% | Trim |
| 37 | SONY | Sony Group CORP - Sp Adr | -0.1% | +0.38% | Add |
| 38 | BX | Blackstone Inc | -0.1% | -0.53% | Trim |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -4.70% | Trim |
| 40 | VONE | Vanguard Russell 1000 | -0.1% | -27.31% | Trim |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | -0.1% | -20.11% | Trim |
| 42 | DFUS | Dimensional US Eq Mkt ETF | -0.2% | -10.13% | Trim |
| 43 | ZS | Zscaler Inc | -0.2% | +2.32% | Add |
| 44 | NOW | Servicenow Inc | -0.2% | +390.13% | Add |
| 45 | HD | Home Depot Inc | -0.2% | +0.29% | Add |
| 46 | ROP | Roper Technologies Inc | -0.2% | -10.06% | Trim |
| 47 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | -39.54% | Trim |
| 48 | MSFT | Microsoft CORP | -0.6% | +0.35% | Add |
| 49 | ORCL | Oracle CORP | -0.8% | -1.86% | Trim |
| 50 | AKRE | Akre Focus ETF | — | 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 1322 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 MSFT, AAPL, AVGO) accounted for 18.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $2.4M
Top Position Liquidated / Trimmed
PHYS
前期市值: $54.4M
During Q4 2025, SouthState Bank Corp's top holdings by market value included MSFT (5.6%)、AAPL (5.5%)、AVGO (3.5%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q4 2025, SouthState Bank Corp made 50 total portfolio adjustments, initiating 1 new buys, adding to 31 positions, trimming 18 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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