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South Shore Capital Advisors

SEC CIK
0001852993
Latest filing
Jul 30, 2026

The latest 13F from South Shore Capital Advisors covers Q2 2026 (filed Jul 30, 2026): 154 long positions worth $149.4M. The top 10 holdings make up 40.1% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 9.0%. Livermore has 11 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
33
Est. +$11.0M
Added
31
Est. +$1.15M
Reduced
53
Est. −$10.6M
Sold out
18
Est. −$8.30M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    9.0%$13.4MHistory
  2. iShares Core S&P U.S. Growth ETF464287671
    6.3%$9.38M
  3. GOOGLAlphabet Inc.
    5.7%$8.58MHistory
  4. AAPLApple Inc.
    3.3%$4.97MHistory
  5. MSFTMicrosoft Corp
    3.1%$4.57MHistory

Share of portfolio

Top 5 holdings and the other 149 positions, by share of portfolio value

  1. SPY9.0%
  2. iShares Core S&P U.S. Growth ETF6.3%
  3. GOOGL5.7%
  4. AAPL3.3%
  5. MSFT3.1%
  6. Other 149 positions72.6%

Biggest buys

New and added positions, by estimated amount bought

  1. IBMInternational Business Machines Corp
    +$789.4KNewHistory
  2. SPDR Index Shs FDS78463X202
    +$738.7KNew
  3. iShares Semiconductor ETF464287523
    +$640.8KNew
  4. Defiance Quantum ETF26922A420
    +$578.8KNew
  5. iShares Inc46434G764
    +$520.6KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P U.S. Growth ETF464287671
    +0.66 pp5.6% → 6.3%
  2. SPYSPDR S&P 500 ETF Trust
    +0.64 pp8.4% → 9.0%History
  3. IBMInternational Business Machines Corp
    +0.53 pp0.0% → 0.5%History
  4. SPDR Index Shs FDS78463X202
    +0.49 pp0.0% → 0.5%
  5. iShares Semiconductor ETF464287523
    +0.43 pp0.0% → 0.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NVSNovartis AG
    −$4.22MReducedHistory
  2. UBSUBS Group AG
    −$2.17MSold outHistory
  3. ASMLASML Holding NV
    −$1.49MReducedHistory
  4. GOOGLAlphabet Inc.
    −$1.11MReducedHistory
  5. DBAInvesco DB Agriculture Fund
    −$737.6KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NVSNovartis AG
    −2.98 pp3.3% → 0.3%History
  2. UBSUBS Group AG
    −1.59 pp1.6% → 0.0%History
  3. GLDSPDR Gold Trust
    −0.71 pp3.1% → 2.4%History
  4. DBAInvesco DB Agriculture Fund
    −0.54 pp0.5% → 0.0%History
  5. BRK.BBerkshire Hathaway Inc
    −0.48 pp1.7% → 1.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$149.4M
+$12.6M (+9.2%) vs. prior quarter
Positions
154
+15 vs. prior quarter
Top 10 concentration
40.1%
Top 10 as share of value
Turnover
8.5%
Q2 2026, one quarter
Average holding period
2.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

10 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $149.4M (Q2 2026)

Q1 2021: $100.5MQ2 2021: $55.6MQ3 2021: $54.4MQ4 2021: $61.3MQ1 2022: $61.4MQ2 2022: $47.9MQ3 2022: $42.3MQ4 2025: $136.8MQ1 2026: $136.8MQ2 2026: $149.4M
Q1 2021Q2 2026
13F filings of South Shore Capital Advisors by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 2026154$149.4MSPYiShares Core S&P U.S. Growth ETFGOOGLvs. Q1 2026SEC
Q1 2026Apr 28, 2026139$136.8MSPYGOOGLiShares Core S&P U.S. Growth ETFvs. Q4 2025SEC
Q4 2025Jan 21, 2026136$136.8MSPYGOOGLiShares Core S&P U.S. Growth ETF–SEC
Q3 2022Oct 17, 202276$42.3MMSFTAAPLGOOGLvs. Q2 2022SEC
Q2 2022Oct 17, 2022Amended85$47.9MMSFTAAPLGOOGLvs. Q1 2022SEC
Q1 2022Apr 19, 2022106$61.4MMSFTAAPLGOOGLvs. Q4 2021SEC
Q4 2021Feb 11, 202296$61.3MMSFTAAPLGOOGLvs. Q3 2021SEC
Q3 2021Oct 19, 202191$54.4MMSFTGOOGLAAPLvs. Q2 2021SEC
Q2 2021Jul 29, 202194$55.6MMSFTGOOGLAAPLvs. Q1 2021SEC
Q1 2021May 7, 2021121$100.5MAAPLiShares Core S&P U.S. Growth ETFMSFT–SEC