Institutional Fund
South Shore Capital Advisors
Cohasset, MACIK 18529932 filings on record
Portfolio Value
$136.75M
Q1 2026
Holdings
139
Reported positions
New Buys
34
Opened this quarter
QoQ Change
-0.1%
from $136.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr8.4%
- Alphabet Inc5.7%
- Ishares Tr5.6%
- Microsoft Corp3.5%
- Apple Inc3.4%
- Novartis AG3.3%
- Other70.2%
Portfolio Holdings
139 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 17.6K | $11.42M | 8.4% | −23 | Reduced |
| 2 | Alphabet Inc | 27.1K | $7.80M | 5.7% | −2.2K | Reduced |
| 3 | Ishares Tr | 49.5K | $7.69M | 5.6% | −251 | Reduced |
| 4 | Microsoft Corp | 12.8K | $4.73M | 3.5% | −314 | Reduced |
| 5 | Apple Inc | 18.2K | $4.62M | 3.4% | −766 | Reduced |
| 6 | Novartis AG | 29.8K | $4.49M | 3.3% | +25.2K | Added |
| 7 | Spdr Gold Tr | 10.0K | $4.30M | 3.1% | +243 | Added |
| 8 | Johnson & Johnson | 13.7K | $3.36M | 2.5% | +48 | Added |
| 9 | Visa Inc | 11.0K | $3.31M | 2.4% | −949 | Reduced |
| 10 | Invesco Qqq Tr | 6.1K | $3.25M | 2.4% | +146 | Added |
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