Sponsored

The Analysis of South Shore Capital Advisors's Holdings & P&L

Currently, South Shore Capital Advisors holds 139 types of securities in its portfolio with a total value $136.8M. In the most recent quarter, they have increased their positions in NVS (+25.2K shares, valued at $3.8M), UBS (+56.7K shares, valued at $2.2M), ASML (+876 shares, valued at $1.1M); decreased their positions in N/A (-2.2K shares, valued at $628.9K), MU (-1.5K shares, valued at $519.6K), AMZN (-1.4K shares, valued at $291.0K); initiated new positions in UBS (+56.7K shares, valued at $2.2M), DBA (+27.0K shares, valued at $737.6K), SPDW (+15.4K shares, valued at $701.2K).

1M P&L

-628.5K-0.50%

3M P&L

-700.4K-0.56%

HY P&L

+2.9M+2.42%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A43.1M

37.4%

2Drug Manufacturers - General8.8M

7.7%

3Credit Services7.7M

6.7%

Top Industries by Stock Count

1N/A35 stocks

27.6%

2Specialty Industrial Machinery6 stocks

4.7%

3Drug Manufacturers - General5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T17.6K shares-0.13%2026-03-312026-04-28

ALPHABET INC ALPHABET INC27.1K shares-7.46%2026-03-312026-04-28

IUSG ISHARES TR49.5K shares-0.50%2026-03-312026-04-28

MSFT MICROSOFT CORP12.8K shares-2.40%2026-03-312026-04-28

AAPL APPLE INC18.2K shares-4.04%2026-03-312026-04-28

NVS NOVARTIS AG29.8K shares552.86%2026-03-312026-04-28

GLD SPDR GOLD TR10.0K shares2.49%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON13.7K shares0.35%2026-03-312026-04-28

Sponsored

V VISA INC11.0K shares-7.97%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR6.1K shares2.45%2026-03-312026-04-28

VT VANGUARD INTL EQUITY INDEX F23.3K shares0.00%2026-03-312026-04-28

BROADCOM INC BROADCOM INC10.1K shares-5.72%2026-03-312026-04-28

ASML ASML HLDG NV2.0K shares75.78%2026-03-312026-04-28

ALPHABET INC ALPHABET INC8.0K shares-0.64%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.7K shares-0.04%2026-03-312026-04-28

WTW WILLIS TOWERS WATSON PLC LTD7.8K shares-3.75%2026-03-312026-04-28

Sponsored

UBS UBS GROUP AG56.7K sharesnew addition2026-03-312026-04-28

AXP AMERICAN EXPRESS CO7.2K shares-4.92%2026-03-312026-04-28

AMZN AMAZON COM INC9.3K shares-13.02%2026-03-312026-04-28

META META PLATFORMS INC3.3K shares-8.87%2026-03-312026-04-28

NVDA NVIDIA CORPORATION8.8K shares-7.13%2026-03-312026-04-28

EWJ ISHARES INC18.0K shares36.29%2026-03-312026-04-28

SPSM SPDR SERIES TRUST27.8K shares2.44%2026-03-312026-04-28

HD HOME DEPOT INC4.0K shares0.92%2026-03-312026-04-28

Sponsored

WMB WILLIAMS COS INC17.9K shares-4.85%2026-03-312026-04-28

COF CAPITAL ONE FINL CORP6.9K shares-10.19%2026-03-312026-04-28

WMT WALMART INC9.4K shares2.23%2026-03-312026-04-28

AZO AUTOZONE INC301 shares3.79%2026-03-312026-04-28

UNP UNION PAC CORP4.1K shares3.21%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO3.3K shares-7.48%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR10.6K shares0.55%2026-03-312026-04-28

MA MASTERCARD INCORPORATED1.9K shares8.76%2026-03-312026-04-28

Sponsored

XLP SELECT SECTOR SPDR TR11.2K shares-1.89%2026-03-312026-04-28

XLU SELECT SECTOR SPDR TR19.7K shares10.24%2026-03-312026-04-28

NOK NOKIA CORP109.2K shares-3.97%2026-03-312026-04-28

RNR RENAISSANCERE HLDGS LTD3.0K shares6.00%2026-03-312026-04-28

CVCO CAVCO INDS INC DEL1.7K shares5.86%2026-03-312026-04-28

NEE NEXTERA ENERGY INC8.6K shares1.62%2026-03-312026-04-28

AMAT APPLIED MATLS INC2.2K shares0.50%2026-03-312026-04-28

DBA INVESCO DB MULTI-SECTOR COMM27.0K sharesnew addition2026-03-312026-04-28

Sponsored

VGK VANGUARD INTL EQUITY INDEX F8.6K shares6.34%2026-03-312026-04-28

SPDW SPDR INDEX SHS FDS15.4K sharesnew addition2026-03-312026-04-28

CR CRANE COMPANY3.7K shares-4.65%2026-03-312026-04-28

IEMG ISHARES INC8.9K shares-26.08%2026-03-312026-04-28

SAP SAP SE3.6K shares185.09%2026-03-312026-04-28

OIH VANECK ETF TRUST1.5K sharesnew addition2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC1.5K shares-0.75%2026-03-312026-04-28

WOMN TIDAL TRUST III14.8K shares0.00%2026-03-312026-04-28

Sponsored

TJX TJX COS INC NEW3.6K sharesnew addition2026-03-312026-04-28

HSBC HSBC HLDGS PLC6.8K sharesnew addition2026-03-312026-04-28

CAT CATERPILLAR INC779 shares-1.89%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC1.4K shares-3.73%2026-03-312026-04-28

IEFA ISHARES TR5.8K shares-10.64%2026-03-312026-04-28

LIT GLOBAL X FDS7.0K shares-26.32%2026-03-312026-04-28

UNILEVER PLC UNILEVER PLC9.1K shares23.95%2026-03-312026-04-28

IVV ISHARES TR778 shares-7.38%2026-03-312026-04-28

Sponsored

SHE SPDR SERIES TRUST4.0K shares0.97%2026-03-312026-04-28

FRDM EA SERIES TRUST9.2K shares47.72%2026-03-312026-04-28

STRL STERLING INFRASTRUCTURE INC1.2K sharesnew addition2026-03-312026-04-28

PEP PEPSICO INC3.2K shares0.00%2026-03-312026-04-28

DXJ WISDOMTREE TR3.1K shares-26.44%2026-03-312026-04-28

TMUS T-MOBILE US INC2.3K shares-18.78%2026-03-312026-04-28

NACP TIDAL TRUST III9.6K shares1.05%2026-03-312026-04-28

BK BANK NEW YORK MELLON CORP3.9K shares-38.58%2026-03-312026-04-28

Sponsored

CSX CSX CORP11.2K shares0.00%2026-03-312026-04-28

UFO PROCURE ETF TRUST II10.0K shares33.33%2026-03-312026-04-28

SPYV SPDR SERIES TRUST7.8K shares6.17%2026-03-312026-04-28

KLAC KLA CORP301 sharesnew addition2026-03-312026-04-28

PSA PUBLIC STORAGE OPER CO1.6K shares-7.56%2026-03-312026-04-28

MTH MERITAGE HOMES CORP7.0K shares-15.66%2026-03-312026-04-28

XOM EXXON MOBIL CORP2.5K sharesnew addition2026-03-312026-04-28

VBR VANGUARD INDEX FDS2.0K shares-1.49%2026-03-312026-04-28

Sponsored

ADM ARCHER DANIELS MIDLAND CO5.9K sharesnew addition2026-03-312026-04-28

SUI SUN CMNTYS INC3.4K shares8.95%2026-03-312026-04-28

WM WASTE MGMT INC DEL1.8K shares6.31%2026-03-312026-04-28

MELI MERCADOLIBRE INC244 shares26.42%2026-03-312026-04-28

GLW CORNING INC3.1K shares-33.04%2026-03-312026-04-28

DE DEERE & CO735 shares47.00%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC3.4K sharesnew addition2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares40.00%2026-03-312026-04-28

Sponsored

VLTO VERALTO CORP4.3K sharesnew addition2026-03-312026-04-28

AZN ASTRAZENECA PLC1.9K shares-37.43%2026-03-312026-04-28

KO COCA COLA CO4.9K shares-0.45%2026-03-312026-04-28

ONON ON HLDG AG10.8K shares-1.51%2026-03-312026-04-28

EMR EMERSON ELEC CO2.7K sharesnew addition2026-03-312026-04-28

IDXX IDEXX LABS INC626 sharesnew addition2026-03-312026-04-28

FDX FEDEX CORP958 shares0.00%2026-03-312026-04-28

CME CME GROUP INC1.2K shares-5.57%2026-03-312026-04-28

Sponsored

SCHX SCHWAB STRATEGIC TR13.2K shares34.48%2026-03-312026-04-28

RTX RTX CORPORATION1.7K shares-0.57%2026-03-312026-04-28

LLY ELI LILLY & CO364 shares91.58%2026-03-312026-04-28

CSCO CISCO SYS INC4.3K shares0.00%2026-03-312026-04-28

EXPD EXPEDITORS INTL WASH INC2.3K shares0.00%2026-03-312026-04-28

WTS WATTS WATER TECHNOLOGIES INC1.1K shares3.52%2026-03-312026-04-28

ROK ROCKWELL AUTOMATION INC879 shares3.41%2026-03-312026-04-28

WBS WEBSTER FINL CORP4.5K shares0.56%2026-03-312026-04-28

Sponsored

PBR PETROLEO BRASILEIRO S A15.0K sharesnew addition2026-03-312026-04-28

WAT WATERS CORP1.0K sharesnew addition2026-03-312026-04-28

KBE SPDR SERIES TRUST5.2K shares-38.14%2026-03-312026-04-28

QCOM QUALCOMM INC2.4K shares-29.25%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC624 sharesnew addition2026-03-312026-04-28

ECL ECOLAB INC1.1K shares6.20%2026-03-312026-04-28

FLS FLOWSERVE CORP4.1K sharesnew addition2026-03-312026-04-28

EFA ISHARES TR3.1K shares0.00%2026-03-312026-04-28

Sponsored

BLACKSTONE INC BLACKSTONE INC2.6K shares-19.87%2026-03-312026-04-28

VRSK VERISK ANALYTICS INC1.6K shares55.40%2026-03-312026-04-28

CTRE CARETRUST REIT INC8.0K shares0.00%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F5.2K shares18.45%2026-03-312026-04-28

MLM MARTIN MARIETTA MATLS INC493 shares52.63%2026-03-312026-04-28

MTZ MASTEC INC900 sharesnew addition2026-03-312026-04-28

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP7.2K shares18.32%2026-03-312026-04-28

ZTS ZOETIS INC2.4K sharesnew addition2026-03-312026-04-28

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.3K sharesnew addition2026-03-312026-04-28

LITE LUMENTUM HLDGS INC400 sharesnew addition2026-03-312026-04-28

AWK AMERICAN WTR WKS CO INC NEW2.0K sharesnew addition2026-03-312026-04-28

HECA ETF OPPORTUNITIES TRUST9.5K sharesnew addition2026-03-312026-04-28

TSLA TESLA INC730 shares-3.18%2026-03-312026-04-28

SONY SONY GROUP CORP13.0K shares1.28%2026-03-312026-04-28

LINDE PLC LINDE PLC535 sharesnew addition2026-03-312026-04-28

SPYX SPDR SERIES TRUST4.9K shares-3.00%2026-03-312026-04-28

Sponsored

ISRG INTUITIVE SURGICAL INC563 shares-2.09%2026-03-312026-04-28

CCL CARNIVAL CORP10.0K shares25.00%2026-03-312026-04-28

IBB ISHARES TR1.5K shares-7.34%2026-03-312026-04-28

EWY ISHARES INC2.0K sharesnew addition2026-03-312026-04-28

RLI RLI CORP4.3K shares0.00%2026-03-312026-04-28

PFE PFIZER INC8.6K sharesnew addition2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR8.3K sharesnew addition2026-03-312026-04-28

ACWX ISHARES TR3.5K shares16.04%2026-03-312026-04-28

Sponsored

XYL XYLEM INC2.0K shares10.50%2026-03-312026-04-28

ORLY OREILLY AUTOMOTIVE INC2.4K sharesnew addition2026-03-312026-04-28

MU MICRON TECHNOLOGY INC648 shares-70.36%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC3.8K sharesnew addition2026-03-312026-04-28

CRM SALESFORCE INC1.2K shares-28.27%2026-03-312026-04-28

FTNT FORTINET INC2.6K shares-23.82%2026-03-312026-04-28

DY DYCOM INDS INC600 sharesnew addition2026-03-312026-04-28

HLN HALEON PLC20.1K sharesnew addition2026-03-312026-04-28

Sponsored

IGV ISHARES TR2.5K shares-21.21%2026-03-312026-04-28

INTU INTUIT464 sharesnew addition2026-03-312026-04-28

LKQ LKQ CORP6.8K sharesnew addition2026-03-312026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-0.13%

Shares17.6K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-7.46%

Shares27.1K

Event2026-03-31

Filed2026-04-28

IUSG

ISHARES TR

-0.50%

Shares49.5K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-2.40%

Shares12.8K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-4.04%

Shares18.2K

Event2026-03-31

Filed2026-04-28

NVS

NOVARTIS AG

552.86%

Shares29.8K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

2.49%

Shares10.0K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

0.35%

Shares13.7K

Event2026-03-31

Filed2026-04-28

VISA INC

-7.97%

Shares11.0K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

2.45%

Shares6.1K

Event2026-03-31

Filed2026-04-28

VANGUARD INTL EQUITY INDEX F

0.00%

Shares23.3K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

-5.72%

Shares10.1K

Event2026-03-31

Filed2026-04-28

ASML

ASML HLDG NV

75.78%

Shares2.0K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.64%

Shares8.0K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-0.04%

Shares4.7K

Event2026-03-31

Filed2026-04-28

WTW

WILLIS TOWERS WATSON PLC LTD

-3.75%

Shares7.8K

Event2026-03-31

Filed2026-04-28

UBS

UBS GROUP AG

New

Shares56.7K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

-4.92%

Shares7.2K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-13.02%

Shares9.3K

Event2026-03-31

Filed2026-04-28