SOUTH STATE CORP.

SEC CIK
0000764038

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 6, 2026.SEC

Positions
1,313
+35 vs. Q1 2026
Total value
$2.4B
+$254.11M (+11.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

SOUTH STATE CORP. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AAPLAPPLE INC COMStock448,394$129.75M5.41%+3,518+0.8%AddedView
MSFTMICROSOFT CORP COMStock255,563$95.33M3.98%−1,169−0.5%ReducedView
AVGOBROADCOM INC COMStock218,127$82.4M3.44%+998+0.5%AddedView
ISHARES CORE S&P 500 ETF464287200ETF88,651$66.39M2.77%+14,207+19.1%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock123,246$61.67M2.57%−3,423−2.7%ReducedView
GOOGALPHABET INC CAP STK CL CStock162,272$57.34M2.39%+5,223+3.3%AddedView
VVISA INC COM CL AStock162,785$55.85M2.33%+6,866+4.4%AddedView
JPMJPMORGAN CHASE & CO COMStock169,973$55.64M2.32%+3,735+2.2%AddedView
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR1,651,138$49.81M2.08%−84,299−4.9%ReducedView
AMZNAMAZON COM INC COMStock208,294$49.64M2.07%+7,420+3.7%AddedView
MUMICRON TECHNOLOGY INC COMStock35,313$40.76M1.70%−1,186−3.2%ReducedView
MAMASTERCARD INCORPORATED CL AStock77,155$39.63M1.65%−1,760−2.2%ReducedView
TIDAL TRUST III45259A878ROCKEFELLER OPP1,409,240$35.99M1.50%+362,235+34.6%Added–
PHPARKER-HANNIFIN CORP COMStock35,899$35.11M1.46%+278+0.8%AddedView
ISHARES TR4642874571 3 YR TREAS BD389,010$31.94M1.33%+1,378+0.4%Added–
WMTWALMART INC COMStock270,801$30.67M1.28%+4,905+1.8%AddedView
VLOVALERO ENERGY CORP COMStock117,635$30.64M1.28%+2,011+1.7%AddedView
TJXTJX COS INC NEW COMStock199,375$30.21M1.26%+1,864+0.9%AddedView
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF343,173$28.12M1.17%−13,969−3.9%Reduced–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD352,248$27.84M1.16%+127,012+56.4%Added–
ROKROCKWELL AUTOMATION INC COMStock54,349$26.91M1.12%−53−0.1%ReducedView
NEENEXTERA ENERGY INC COMStock302,610$26.56M1.11%+14,808+5.1%AddedView
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF110,414$26.13M1.09%−1,121−1.0%Reduced–
INVESCO S&P 500 QUALITY ETF46137V241ETF272,332$24.54M1.02%+117,652+76.1%Added–
LLYELI LILLY & CO COMStock20,005$23.99M1.00%+8,144+68.7%AddedView
ORCLORACLE CORP COMStock162,414$23.8M0.99%−9,081−5.3%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock25,428$23.79M0.99%+58+0.2%AddedView
J P MORGAN EXCHANGE TRADED F46641Q654ULTRA SHT MUNCPL466,374$23.79M0.99%+139,118+42.5%Added–
GOOGLALPHABET INC CAP STK CL AStock65,186$23.3M0.97%+3,044+4.9%AddedView
KOCOCA COLA CO COMStock262,787$21.36M0.89%−5,875−2.2%ReducedView
CBCHUBB LIMITED COMStock59,638$20.32M0.85%+1,636+2.8%AddedView
HDHOME DEPOT INC COMStock57,039$20.12M0.84%−1,950−3.3%ReducedView
ABBVABBVIE INC COMStock78,199$19.68M0.82%+2,782+3.7%AddedView
LHXL3HARRIS TECHNOLOGIES INC COMStock66,222$19.24M0.80%+1,921+3.0%AddedView
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF228,940$19.17M0.80%+4,534+2.0%Added–
NVDANVIDIA CORPORATION COMStock95,682$19.15M0.80%+61,014+176.0%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW47,631$18.94M0.79%−276−0.6%ReducedView
CVXCHEVRON CORPORATION COMStock107,823$17.87M0.75%+1,362+1.3%AddedView
SPYSTATE STREET SPDR S&P 500 ETFETF23,323$17.42M0.73%+634+2.8%AddedView
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF368,538$17.3M0.72%−18,398−4.8%Reduced–
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK413,724$17.07M0.71%−4,872−1.2%Reduced–
ISHARES CORE S&P SMALL CAP ETF464287804ETF114,357$16.96M0.71%+1,546+1.4%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF236,472$16.85M0.70%+44,593+23.2%Added–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF191,362$16.48M0.69%+159,642+503.3%Added–
VICTORY PORTFOLIOS II92647N527CORE BD ETF341,118$15.98M0.67%−32,471−8.7%Reduced–
DHRDANAHER CORP DEL COMStock83,419$15.89M0.66%−11,602−12.2%ReducedView
UNPUNION PAC CORP COMStock57,094$15.53M0.65%+3,319+6.2%AddedView
VANGUARD SHORT-TERM BOND ETF921937827ETF195,916$15.26M0.64%+10,460+5.6%Added–
DELLDELL TECHNOLOGIES INC CL CStock35,317$15.24M0.64%+2,010+6.0%AddedView
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF125,375$14.98M0.63%+119,049+1,881.9%Added–
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF191,180$14.49M0.60%+5,301+2.9%Added–
BACBANK OF AMER CORP COMStock244,671$13.94M0.58%−8,707−3.4%ReducedView
BXBLACKSTONE INCCOM117,768$13.86M0.58%−939−0.8%ReducedView
BBARRICK MNG CORP COM SHSStock358,075$13.15M0.55%−13,601−3.7%ReducedView
METAMETA PLATFORMS INC CL AStock23,270$13.11M0.55%+2,745+13.4%AddedView
VANGUARD MORNINGSTAR VALUE ETF922908744ETF57,869$12.61M0.53%−4,166−6.7%Reduced–
ELVELEVANCE HEALTH INC FORMERLY A COMStock32,452$12.55M0.52%−150.0%ReducedView
ETNEATON CORP PLC SHSStock28,260$12.04M0.50%+6,416+29.4%AddedView
SNASNAP ON INCCOM28,578$11.5M0.48%+280+1.0%AddedView
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF37,529$11.38M0.47%+507+1.4%Added–
XOMEXXON MOBIL CORPCOM80,190$10.96M0.46%+1,523+1.9%AddedView
J P MORGAN EXCHANGE TRADED F46654Q724HEDG EQU LAD ETF158,105$10.68M0.45%+2,221+1.4%Added–
ANETARISTA NETWORKS INC COM SHSStock61,584$10.46M0.44%+34,160+124.6%AddedView
VANGUARD S&P 500 ETF922908363ETF15,108$10.38M0.43%+2,683+21.6%Added–
JNJJOHNSON & JOHNSON COMStock39,685$10.08M0.42%+120+0.3%AddedView
INVESCO QQQ TRUST SERIES I46090E103ETF13,584$10M0.42%+2,119+18.5%Added–
ISHARES TR46436E7180-3 MTH TREASURY98,459$9.91M0.41%−4,345−4.2%Reduced–
IBMINTERNATIONAL BUSINESS MACHS COMStock35,181$9.89M0.41%+227+0.6%AddedView
AMGNAMGEN INC COMStock27,054$9.8M0.41%+1,674+6.6%AddedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock78,106$9.62M0.40%−2,894−3.6%ReducedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF25,430$9.41M0.39%+8,727+52.2%Added–
LNGCHENIERE ENERGY INCCOM NEW38,968$9.31M0.39%+1,256+3.3%AddedView
PANWPALO ALTO NETWORKS INC COMStock26,109$8.9M0.37%+24,633+1,668.9%AddedView
CSCOCISCO SYS INC COMStock72,234$8.48M0.35%+857+1.2%AddedView
PGPROCTER & GAMBLE CO COMStock56,738$8.32M0.35%−15,138−21.1%ReducedView
ISHARES TR46434V266INTERNATIONAL SL177,569$7.69M0.32%+14,299+8.8%Added–
GEVGE VERNOVA INC COMStock6,532$7.67M0.32%+1,071+19.6%AddedView
EMREMERSON ELEC CO COMStock51,950$7.44M0.31%+2,732+5.6%AddedView
AZNASTRAZENECA PLC ORDADR39,753$7.44M0.31%+39,358+9,964.1%AddedView
ISHARES CORE MSCI EAFE ETF46432F842ETF75,700$7.31M0.31%+8,288+12.3%Added–
HHYATT HOTELS CORPCOM CL A37,447$7.26M0.30%+1,166+3.2%AddedView
MSMORGAN STANLEY COM NEWStock34,384$7.19M0.30%+1,380+4.2%AddedView
PROFESIONALLY MANAGED PORTFO74316P579AKRE FOCUS ETF132,910$7.07M0.29%+110,749+499.7%Added–
NOWSERVICENOW INC COMStock70,644$7.01M0.29%−28,346−28.6%ReducedView
VANGUARD SCOTTSDALE FDS92206C730VNG RUS1000IDX20,394$6.91M0.29%−1,203−5.6%Reduced–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF83,852$6.76M0.28%+65,641+360.4%Added–
SHELSHELL PLC SPON ADSADR86,106$6.68M0.28%+1,008+1.2%AddedView
SONYSONY GROUP CORPSPONSORED ADR303,862$6.1M0.25%−383,655−55.8%ReducedView
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302ETF143,305$5.76M0.24%+11,577+8.8%Added–
GSGOLDMAN SACHS GROUP INC COMStock5,656$5.72M0.24%+269+5.0%AddedView
SYKSTRYKER CORPORATION COMStock18,060$5.69M0.24%−1,793−9.0%ReducedView
RSGREPUBLIC SVCS INCCOM26,206$5.58M0.23%−140−0.5%ReducedView
DUKDUKE ENERGY CORP NEW COM NEWStock43,805$5.54M0.23%−570−1.3%ReducedView
MSIMOTOROLA SOLUTIONS INC COM NEWStock13,180$5.47M0.23%−99−0.7%ReducedView
AXPAMERICAN EXPRESS CO COMStock15,981$5.41M0.23%+927+6.2%AddedView
MDLZMONDELEZ INTL INC CL AStock91,476$5.29M0.22%−11,914−11.5%ReducedView
YUMYUM BRANDS INC COMStock32,255$5.16M0.22%−650−2.0%ReducedView
LOWLOWES COS INC COMStock23,003$5.07M0.21%−885−3.7%ReducedView
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF50,385$4.99M0.21%−1,784−3.4%Reduced–
SSBSOUTHSTATE BK CORPCOM48,134$4.81M0.20%−698−1.4%ReducedView

Sold out since Q1 2026 (80)

Positions held at the end of Q1 2026 that are no longer in this filing.

SOUTH STATE CORP. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM10,656$2.41M0.11%
DDDUPONT DE NEMOURS INCCOM8,178$374.55K0.02%
CCLCARNIVAL CORPUNIT 99/99/99995,981$154.79K0.01%
ARCCARES CAPITAL CORP COMCEF3,500$63.07K0.00%
COTERRA ENERGY INC COM127097103Stock905$31.8K0.00%
CSG SYS INTL INC126349109COM231$18.47K0.00%
SHAKSHAKE SHACK INCCL A189$16.72K0.00%
BFHBREAD FINANCIAL HOLDINGS INCCOM212$15.88K0.00%
ISHARES INC46434G863ESG AWR MSCI EM321$14.6K0.00%
CQPCHENIERE ENERGY PARTNERS L PCOM UNIT169$10.92K0.00%
LOPEGRAND CANYON ED INCCOM58$9.86K0.00%
ISHARES TR464288588MBS ETF100$9.5K0.00%
EGEVEREST GROUP LTDCOM27$8.83K0.00%
VANGUARD SCOTTSDALE FDS92206C102SHORT TERM TREAS145$8.49K0.00%
ETHEGRAYSCALE ETHEREUM STAKING ETFETF460$7.85K0.00%
ALPS ETF TR00162Q593MED BREAKTHGH140$7.33K0.00%
SPDR SERIES TRUST78468R523ST STR BL 12 ETF63$6.27K0.00%
FIRST TRUST CLOUD COMPUTING ETF33734X192ETF48$5.25K0.00%
FIDELITY MONEY MRKT PORT-I316175207COM3,746$3.75K0.00%
PCTYPAYLOCITY HLDG CORPCOM32$3.46K0.00%
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359ETF37$3.39K0.00%
NEUBERGER BERMAN ETF TRUST64135A887SHORT DURATION I55$2.79K0.00%
SEALED AIR CORP NEW81211K100COM60$2.52K0.00%
INVESCO EXCHANGE TRADED FD T46137V142WATER RES ETF35$2.34K0.00%
HOLOGIC INC436440101COM28$2.12K0.00%
MPMP MATERIALS CORPCOM CL A43$2.08K0.00%
MELIMERCADOLIBRE INCCOM1$1.73K0.00%
INGRINGREDION INCCOM14$1.58K0.00%
MORNMORNINGSTAR INCCOM9$1.52K0.00%
BMNRBITMINE IMMERSION TECNOLOGIECOM NEW76$1.5K0.00%
GLPIGAMING & LEISURE PCOM27$1.2K0.00%
ATRAPTARGROUP INC COMStock9$1.14K0.00%
EXLSEXLSERVICE HLDGS INCCOM36$1.1K0.00%
FCNFTI CONSULTING INCCOM6$1.06K0.00%
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT5$9600.00%
EXPOEXPONENT INCCOM14$9140.00%
UHSUNIVERSAL HLTH SVCS INCCL B5$8950.00%
FMCFMC CORPCOM NEW50$8610.00%
COOCOOPER COS INCCOM12$8580.00%
DOCSDOXIMITY INCCL A35$8160.00%
AIR LEASE CORP00912X302CL A12$7800.00%
WEXWEX INCCOM5$7660.00%
DMCDEL MONTE CORPORD18$7250.00%
MSAMSA SAFETY INCCOM4$6560.00%
SRPTSAREPTA THERAPEUTICS INCCOM30$6530.00%
BF.BBROWN FORMAN CORP CL BStock24$6350.00%
FRPTFRESHPET INC COMStock10$5900.00%
TWTRADEWEB MKTS INC CL AStock5$5890.00%
HLIHOULIHAN LOKEY INCCL A4$5750.00%
ENPHENPHASE ENERGY INC COMStock15$5680.00%
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853ETF11$5320.00%
ADCAGREE RLTY CORPCOM7$5280.00%
SUISUN CMNTYS INCCOM4$5040.00%
HLNEHAMILTON LANE INCCL A5$4970.00%
BFAMBRIGHT HORIZONS FAM SOL IN DCOM6$4930.00%
DLBDOLBY LABORATORIES INCCOM CL A8$4810.00%
JKHYHENRY JACK & ASSOC INC COMStock3$4750.00%
BILLBILL HOLDINGS INC COMStock12$4600.00%
OLEDUNIVERSAL DISPLAY CORPCOM5$4590.00%
VANGUARD CONSUMER STAPLES ETF92204A207ETF2$4490.00%
OWLBLUE OWL CAPITAL INCCOM CL A45$4110.00%
CXTCRANE NXT COCOM10$4060.00%
CNHCNH INDL N VSHS35$3850.00%
SOUNSOUNDHOUND AI INCCLASS A COM55$3780.00%
PRGOPERRIGO CO PLCSHS35$3760.00%
KBRKBR INCCOM10$3690.00%
WINGWINGSTOP INCCOM2$3100.00%
SAROSTANDARDAERO INCCOM10$2590.00%
FTREFORTREA HLDGS INCCOMMON STOCK26$2450.00%
ASIXADVANSIX INCCOM8$1960.00%
DXCDXC TECHNOLOGY CO COMStock15$1890.00%
THCTENET HEALTHCARE CORPCOM NEW1$1890.00%
XRAYDENTSPLY SIRONA INC COMStock15$1740.00%
FIGRFIGURE TECHNOLOGY SOLUTIO COM CL AStock5$1700.00%
OMCOMNICOM GROUP INCCOM2$1510.00%
TTEKTETRA TECH INC NEWCOM5$1510.00%
LKQLKQ CORPCOM5$1470.00%
DVDOUBLEVERIFY HLDGS INCCOM15$1430.00%
WENWENDYS CO COMStock20$1390.00%
GLIBKLIBERTY CAP CORPSER C GCI GROUP2$750.00%

13F filings by quarter

SOUTH STATE CORP. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 6, 20261,313$2.4Bvs. Q1 2026SEC
Q1 2026May 5, 20261,278$2.14Bvs. Q4 2025SEC
Q4 2025Feb 11, 20261,322$2.24Bvs. Q3 2025SEC
Q3 2025Nov 5, 20251,335$2.17Bvs. Q2 2025SEC
Q2 2025Aug 6, 20251,581$2.29Bvs. Q1 2025SEC
Q1 2025May 12, 20251,704$2.19Bvs. Q4 2024SEC
Q4 2024Feb 10, 2025677$1.53Bvs. Q3 2024SEC
Q3 2024Nov 8, 2024614$1.45Bvs. Q2 2024SEC
Q2 2024Aug 2, 2024636$1.37Bvs. Q1 2024SEC
Q1 2024May 6, 2024671$1.28Bvs. Q4 2023SEC
Q4 2023Feb 6, 2024591$1.17Bvs. Q3 2023SEC
Q3 2023Nov 7, 2023632$1.05Bvs. Q2 2023SEC
Q2 2023Aug 8, 2023588$1.12Bvs. Q1 2023SEC
Q1 2023May 8, 2023639$1.08Bvs. Q4 2022SEC
Q4 2022Feb 10, 2023693$1.08Bvs. Q3 2022SEC
Q3 2022Nov 7, 2022684$1Bvs. Q2 2022SEC
Q2 2022Aug 5, 2022716$1.07Bvs. Q1 2022SEC
Q1 2022Aug 4, 2022Amended708$1.26Bvs. Q4 2021SEC
Q4 2021Feb 11, 2022724$1.28Bvs. Q3 2021SEC
Q3 2021Nov 10, 2021573$1.19Bvs. Q2 2021SEC
Q2 2021Aug 10, 2021345$1.16Bvs. Q1 2021SEC
Q1 2021May 12, 2021341$1.07B–SEC