South Shore Capital Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 | +$718K | |
| 2 | +$707K | |
| 3 | +$508K | |
| 4 |
Defiance Quantum ETF
QTUM
|
+$503K |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$480K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 | +$4.04M | |
| 2 | +$2.17M | |
| 3 | +$1.2M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.12M |
| 5 |
Invesco DB Agriculture Fund
DBA
|
+$738K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.4% |
| 2 | Financials | 12.15% |
| 3 | Communication Services | 9.08% |
| 4 | Industrials | 6.77% |
| 5 | Healthcare | 5.57% |
Similar funds
South Shore Capital Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, South Shore Capital Advisors held 172 positions worth $149M, up 9.2% from $137M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
South Shore Capital Advisors withdrew a net $7.1M in Q2 2026, closing 18 positions and reducing 53 holdings. Its most notable exit was UBS Group, an estimated $2.17M position sold in full.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 17% a quarter earlier, followed by Financials and Communication Services.
Against the trend, South Shore Capital Advisors opened a new position in State Street SPDR EURO STOXX 50 ETF worth $739K.
- South Shore Capital Advisors's largest Q2 2026 buy was State Street SPDR EURO STOXX 50 ETF: 10,755 shares worth $739K.
- South Shore Capital Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $310K increase.
- South Shore Capital Advisors's biggest Q2 2026 reduction was Novartis, cutting an estimated $4.04M.
- South Shore Capital Advisors fully exited UBS Group in Q2 2026, selling an estimated $2.17M.
- South Shore Capital Advisors's ten largest holdings make up 40% of its $149M portfolio in Q2 2026.
- South Shore Capital Advisors opened 33 new positions and closed 18 in Q2 2026.
- South Shore Capital Advisors's portfolio value rose 9.2% quarter-over-quarter to $149M.
Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.