Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SouthState Bank Corp (CIK 764038) reported $2.40B across 1,310 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($129.7M, 5.41%), MSFT ($95.3M, 3.98%), AVGO ($82.4M, 3.44%), IVV ($66.4M, 2.77%), BRKB ($61.7M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $129.7M | 5.41% | 448,394 | Added |
| 2 | MSFT | MICROSOFT CORP | $95.3M | 3.98% | 255,563 | Trimmed |
| 3 | AVGO | BROADCOM INC | $82.4M | 3.44% | 218,127 | Added |
| 4 | IVV | ISHARES CORE S&P 500 ETF | $66.4M | 2.77% | 88,651 | Added |
| 5 | BRKB | BERKSHIRE HATHAWAY INC-CL B | $61.7M | 2.57% | 123,246 | Trimmed |
| 6 | GOOG | ALPHABET INC CL C | $57.3M | 2.39% | 162,272 | Added |
| 7 | V | VISA INC | $55.9M | 2.33% | 162,785 | Added |
| 8 | JPM | JP MORGAN CHASE & CO | $55.6M | 2.32% | 169,973 | Added |
| 9 | PHYS | SPROTT PHYSICAL GOLD TRUST | $49.8M | 2.08% | 1.7M | Trimmed |
| 10 | AMZN | AMAZON.COM INC | $49.6M | 2.07% | 208,294 | Added |
| 11 | MU | MICRON TECHNOLOGY INC | $40.8M | 1.70% | 35,313 | Trimmed |
| 12 | MA | MASTERCARD INC-A | $39.6M | 1.65% | 77,155 | Trimmed |
| 13 | RMOP | ROCKEFELLER OPPORTUNISTIC MUNI | $36.0M | 1.50% | 1.4M | Added |
| 14 | PH | PARKER HANNIFIN CORP COM | $35.1M | 1.46% | 35,899 | Added |
| 15 | SHY | ISHARES BARCLAYS 1-3 YEAR TR E | $31.9M | 1.33% | 389,010 | Added |
| 16 | WMT | WALMART INC | $30.7M | 1.28% | 270,801 | Added |
| 17 | VLO | VALERO ENERGY CORP | $30.6M | 1.28% | 117,635 | Added |
| 18 | TJX | TJX COMPANIES | $30.2M | 1.26% | 199,375 | Added |
| 19 | DFUS | DIMENSIONAL ETF TRUST | $28.1M | 1.17% | 343,173 | Trimmed |
| 20 | VCSH | VANGUARD SHORT TERM CORP BOND | $27.8M | 1.16% | 352,248 | Added |
| 21 | ROK | ROCKWELL AUTOMATION, INC | $26.9M | 1.12% | 54,349 | Trimmed |
| 22 | NEE | NEXTERA ENERGY INC | $26.6M | 1.11% | 302,610 | Added |
| 23 | VIG | VANGUARD DIVIDEND APPREC ETF | $26.1M | 1.09% | 110,414 | Trimmed |
| 24 | SPHQ | INVESCO S&P 500 QUALITY ETF | $24.5M | 1.02% | 272,332 | Added |
| 25 | LLY | ELI LILLY & CO. | $24.0M | 1.00% | 20,005 | Added |
Source: SEC Form 13F filings · as of 2026-06-30