South Shore Capital Advisors

All 13F Filings

Location
Cohasset, MA
Most recent 13F
Q2 2026
Holdings value ($000)
149,384
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/30/2026 154 149,384 13F-HR South Shore Capital Advisors
Q1 2026 4/28/2026 139 136,754 13F-HR South Shore Capital Advisors
Q4 2025 1/21/2026 136 136,845 13F-HR South Shore Capital Advisors
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 95.62 K 64.0% 4.537 K 0 4.537 K
ETFs 53.43 K 35.8% 7.759 K 0 7.759 K
Other 337 0.2% 337 0 337
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Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
149,384
Holdings
154
QoQ value change ($000)
12,630 (9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.