South Shore Capital Advisors has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals the firm held 157 separate positions with a total value of approximately $145.8 million. The report was signed by Jim Cullen, the filing agent for the firm based in Cohasset, Massachusetts.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). Alphabet Inc. is the largest individual holding, with Class C shares valued at $7.9 million and Class A shares valued at $22.8 million. Microsoft Corp. is the second-largest holding, with shares valued at $13.0 million. Other major technology names in the portfolio include NVIDIA Corporation, valued at $9.2 million; Broadcom Inc., valued at $9.6 million; and Meta Platforms Inc., valued at $3.0 million.
In addition to individual stocks, the firm holds significant positions in various ETFs. The portfolio includes substantial stakes in the SPDR S&P 500 ETF Trust, valued at $18.2 million, and the Vanguard International Equity Index Fund, valued at $23.3 million. Other notable ETF holdings include the VanEck ETF Trust Oil Refiners ETF, valued at $12.5 million, and the VanEck ETF Trust Semiconductors ETF, valued at $540,000.
The filing lists a diverse range of other holdings, including consumer staples like Coca-Cola Co. and Procter & Gamble Co., financial services such as JPMorgan Chase & Co. and Visa Inc., and healthcare companies like Eli Lilly & Co. and Merck & Co. The total number of securities listed in the information table is 157, with a total value of $145,849,148.
