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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 58 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 COLD AMERICOLD REALTY TRUST INC Real Estate 55.0 $631.0 -25.0 -31.2% $11.47 +26.0%
1142 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 50.0 $631.0 -100.0 -66.7% $12.62 +6.4%
1143 CONTRA CYBERARK SOFTWARE LTD 14.0 $630.0 NEW $45.00
1144 SIRI SIRIUSXM HOLDINGS INC Communication Services 27.0 $624.0 -23.0 -46.0% $23.11 +19.1%
1145 ANNALY CAPITAL MANAGEMENT IN 29.0 $614.0 $21.17
1146 RGA REINSURANCE GROUP AMER INC Financial Services 3.0 $613.0 -32.0 -91.4% $204.33 +3.0%
1147 TPG TPG INC Financial Services 15.0 $608.0 -11.0 -42.3% $40.53 +6.1%
1148 ELF E L F BEAUTY INC Consumer Defensive 10.0 $607.0 -21.0 -67.7% $60.70 +0.7%
1149 MAS MASCO CORP Industrials 10.0 $604.0 -62.0 -86.1% $60.40 +22.6%
1150 OGS ONE GAS INC Utilities 7.0 $603.0 $86.14 -9.7%
1151 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 7.0 $600.0 $85.71 +21.4%
1152 SNAP SNAP INC Communication Services 130.0 $598.0 NEW $4.60 +14.3%
1153 FRPT FRESHPET INC Consumer Defensive 10.0 $590.0 -22.0 -68.8% $59.00 -10.7%
1154 TW TRADEWEB MKTS INC Financial Services 5.0 $589.0 $117.80 -14.1%
1155 AVTR AVANTOR INC Healthcare 75.0 $588.0 -210.0 -73.7% $7.84 +19.8%
1156 NYT NEW YORK TIMES CO MTN BE Communication Services 7.0 $587.0 -71.0 -91.0% $83.86 -12.5%
1157 HQY HEALTHEQUITY INC Healthcare 7.0 $585.0 $83.57 +5.7%
1158 HLI HOULIHAN LOKEY INC Financial Services 4.0 $575.0 NEW $143.75 -4.1%
1159 XP XP INC Financial Services 30.0 $572.0 $19.07 -16.0%
1160 ENPH ENPHASE ENERGY INC Energy 15.0 $568.0 NEW $37.87 +44.2%
Page 58 of 64  ·  1,278 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%