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Portfolio (Quarterly) Guide ↗

SouthState Bank Corp

· CIK 0000764038
13F Portfolio $2.1B AUM 1,853 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 237 Added 478 Reduced 131 Exited
Page 6 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WDC WESTERN DIGITAL CORP Technology 563.0 $152K 0.01% +12.0 +2.2% $270.49 +95.7%
102 XLP SELECT SECTOR SPDR TR 1,816.0 $149K 0.01% +25.0 +1.4% $81.98 +4.7%
103 SCHE SCHWAB EMERGING MARKETS EQUITY 4,409.0 $145K 0.01% +507.0 +13.0% $32.95 +9.8%
104 ADI ANALOG DEVICES INC Technology 452.0 $144K 0.01% +37.0 +8.9% $318.44 +31.2%
105 GRMN GARMIN LTD Technology 542.0 $126K 0.01% +29.0 +5.7% $232.01 +2.6%
106 VTIP VANGUARD MALVERN FDS 2,481.0 $124K 0.01% +2K +1659.6% $49.94 +0.8%
107 WAT WATERS CORP Healthcare 413.0 $123K 0.01% +402.0 +3654.6% $297.80 +20.8%
108 SANDISK CORP 182.0 $116K 0.01% +5.0 +2.8% $635.34
109 CRWD CROWDSTRIKE HLDGS INC Technology 283.0 $110K 0.01% +10.0 +3.7% $390.41 +74.9%
110 NOC NORTHROP Industrials 149.0 $102K 0.01% +11.0 +8.0% $682.24 -19.3%
111 MKL MARKEL GROUP INC Financial Services 53.0 $101K 0.01% +1.0 +1.9% $1914.09 -3.6%
112 ASML ASML HLDG NV Technology 68.0 $90K 0.00% +7.0 +11.5% $1320.84 +41.1%
113 BRTR BLACKROCK ETF TRUST II 1,606.0 $81K 0.00% +83.0 +5.5% $50.19 -0.0%
114 SYY SYSCO CORP Consumer Defensive 1,104.0 $79K 0.00% +17.0 +1.6% $71.33 +11.0%
115 C CITIGROUP INC Financial Services 626.0 $71K 0.00% +141.0 +29.1% $113.41 +23.3%
116 AMD ADVANCED MICRO DEVICES INC Technology 342.0 $70K 0.00% +43.0 +14.4% $203.43 +151.5%
117 DLR DIGITAL REALTY TR INC Real Estate 375.0 $68K 0.00% +6.0 +1.6% $180.21 +2.2%
118 TWLO TWILIO INC Communication Services 532.0 $67K 0.00% +4.0 +0.8% $125.82 +64.2%
119 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 367.0 $60K 0.00% +4.0 +1.1% $162.48 -10.8%
120 SCHZ SCHWAB STRATEGIC TR 2,212.0 $51K 0.00% +2K +539.3% $23.22 -0.6%
Page 6 of 12  ·  237 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Financial Services 21.6%
Industrials 10.1%
Healthcare 8.9%
Consumer Cyclical 8.3%
Consumer Defensive 7.1%
Energy 6.3%
Communication Services 5.5%
Utilities 2.9%
Basic Materials 1.6%