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South Shore Capital Advisors Historic Quarter Change: USA Stocks, New

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South Shore Capital Advisors historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, South Shore Capital Advisors opened 44 positions, added to 40, reduced 77 and sold out of 29.

  • Q2 2026: Stock IBM; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock JAZZ; Country of operation —; Class SHS USD; Shares before 0.
  • Q2 2026: Stock AME; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ELV; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1852993), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM02,807+2,807$0$789,356+$789,3562026-07-30
Q2 2026JAZZ
JAZZ PHARMACEUTICALS PLC		SHS USD01,400+1,400$0$337,358+$337,3582026-07-30
Q2 2026AME
AMETEK INC		United StatesCOM01,378+1,378$0$333,393+$333,3932026-07-30
Q2 2026ELV
ELEVANCE HEALTH INC FORMERLY		United StatesCOM0843+843$0$325,892+$325,8922026-07-30
Q2 2026RBRK
RUBRIK INC.		United StatesCL A03,891+3,891$0$312,369+$312,3692026-07-30
Q2 2026CNC
CENTENE CORP DEL		United StatesCOM04,500+4,500$0$288,855+$288,8552026-07-30
Q2 2026CSTM
CONSTELLIUM SE		CL A SHS09,000+9,000$0$286,830+$286,8302026-07-30
Q2 2026OSCR
OSCAR HEALTH INC		United StatesCL A010,000+10,000$0$285,200+$285,2002026-07-30
Q2 2026CRDO
CREDO TECHNOLOGY GROUP HOLDI		Cayman IslandsORDINARY SHARES01,000+1,000$0$271,950+$271,9502026-07-30
Q2 2026ETN
EATON CORP PLC		SHS0586+586$0$249,706+$249,7062026-07-30
Q2 2026FSLR
FIRST SOLAR INC		United StatesCOM0983+983$0$231,948+$231,9482026-07-30
Q2 2026PNC
PNC FINL SVCS GROUP INC		United StatesCOM0928+928$0$228,492+$228,4922026-07-30
Q2 2026ICHR
ICHOR HOLDINGS		United StatesSHS02,000+2,000$0$224,560+$224,5602026-07-30
Q2 2026NTRS
NORTHERN TR CORP		United StatesCOM01,250+1,250$0$217,300+$217,3002026-07-30
Q2 2026PGR
PROGRESSIVE CORP		United StatesCOM0970+970$0$211,897+$211,8972026-07-30
Q2 2026BAC
BANK AMERICA CORP		United StatesCOM03,677+3,677$0$209,493+$209,4932026-07-30
Q2 2026DHR
DANAHER CORP DEL		United StatesCOM01,087+1,087$0$207,052+$207,0522026-07-30
Q2 2026CB
CHUBB LTD SWITZ		COM0588+588$0$200,355+$200,3552026-07-30
Q1 2026UBS
UBS GROUP AG		SHS056,737+56,737$0$2,169,728+$2,169,7282026-04-28
Q1 2026DBA
INVESCO DB MULTI-SECTOR COMM		United StatesAGRICULTURE FD027,000+27,000$0$737,640+$737,6402026-04-28
Q1 2026TJX
TJX COS INC NEW		United StatesCOM03,553+3,553$0$567,402+$567,4022026-04-28
Q1 2026STRL
STERLING INFRASTRUCTURE INC		United StatesCOM01,228+1,228$0$500,127+$500,1272026-04-28
Q1 2026KLAC
KLA CORP		United StatesCOM NEW0301+301$0$443,206+$443,2062026-04-28
Q1 2026XOMXXXX
EXXON MOBIL CORP		COM02,536+2,536$0$430,258+$430,2582026-04-28
Q1 2026ADM
ARCHER DANIELS MIDLAND CO		United StatesCOM05,903+5,903$0$429,089+$429,0892026-04-28
Q1 2026MRK
MERCK & CO INC		United StatesCOM03,408+3,408$0$409,948+$409,9482026-04-28
Q1 2026VLTO
VERALTO CORP		United StatesCOM SHS04,321+4,321$0$382,086+$382,0862026-04-28
Q1 2026EMR
EMERSON ELEC CO		United StatesCOM02,735+2,735$0$358,339+$358,3392026-04-28
Q1 2026IDXX
IDEXX LABS INC		United StatesCOM0626+626$0$351,743+$351,7432026-04-28
Q1 2026WAT
WATERS CORP		United StatesCOM01,045+1,045$0$311,201+$311,2012026-04-28
Q1 2026TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0624+624$0$306,714+$306,7142026-04-28
Q1 2026FLS
FLOWSERVE CORP		United StatesCOM04,149+4,149$0$304,993+$304,9932026-04-28
Q1 2026MTZ
MASTEC INC		United StatesCOM0900+900$0$289,566+$289,5662026-04-28
Q1 2026ZTS
ZOETIS INC		United StatesCL A02,416+2,416$0$285,595+$285,5952026-04-28
Q1 2026LRCX
LAM RESEARCH CORP		United StatesCOM NEW01,331+1,331$0$284,382+$284,3822026-04-28
Q1 2026LITE
LUMENTUM HLDGS INC		United StatesCOM0400+400$0$281,104+$281,1042026-04-28
Q1 2026AWK
AMERICAN WTR WKS CO INC NEW		United StatesCOM02,029+2,029$0$276,072+$276,0722026-04-28
Q1 2026LIN
LINDE PLC		United KingdomSHS0535+535$0$265,232+$265,2322026-04-28
Q1 2026PFE
PFIZER INC		United StatesCOM08,641+8,641$0$242,644+$242,6442026-04-28
Q1 2026ORLY
OREILLY AUTOMOTIVE INC		United StatesCOM02,443+2,443$0$225,513+$225,5132026-04-28
Q1 2026MDLZ
MONDELEZ INTL INC		United StatesCL A03,761+3,761$0$216,784+$216,7842026-04-28
Q1 2026DY
DYCOM INDS INC		United StatesCOM0600+600$0$203,292+$203,2922026-04-28
Q1 2026INTU
INTUIT		United StatesCOM0464+464$0$200,786+$200,7862026-04-28
Q1 2026LKQ
LKQ CORP		United StatesCOM06,820+6,820$0$200,310+$200,3102026-04-28

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