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SouthState Corp
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,481,258,668
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $148,657,242
- MICROSOFT CORP · COM · 594918104 · shares: $130,463,809
- BROADCOM INC · COM · 11135F101 · shares: $74,557,638
- ISHARES CORE S&P 500 ETF · COM · 464287200 · shares: $73,155,524
- VISA INC · COM · 92826C839 · shares: $55,241,598
- ALPHABET INC CL C · COM · 02079K107 · shares: $53,214,047
- BERKSHIRE HATHAWAY INC-CL B · COM · 084670702 · shares: $48,464,975
- SPROTT PHYSICAL GOLD TRUST · COM · 85207H104 · shares: $48,050,858
- JP MORGAN CHASE & CO · COM · 46625H100 · shares: $47,676,242
- VALERO ENERGY CORP · COM · 91913Y100 · shares: $44,289,481
Reported holdings
1,866 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 372,454 shares | $124,034,631 |
| MICROSOFT CORP | COM | 594918104 | — | 222,608 shares | $114,175,643 |
| ISHARES CORE S&P 500 ETF | COM | 464287200 | — | 95,522 shares | $73,155,524 |
| BROADCOM INC | COM | 11135F101 | — | 179,815 shares | $63,149,230 |
| VISA INC | COM | 92826C839 | — | 153,635 shares | $55,205,665 |
| ALPHABET INC CL C | COM | 02079K107 | — | 155,772 shares | $53,077,751 |
| BERKSHIRE HATHAWAY INC-CL B | COM | 084670702 | — | 97,134 shares | $48,367,875 |
| SPROTT PHYSICAL GOLD TRUST | COM | 85207H104 | — | 1,530,666 shares | $47,863,926 |
| JP MORGAN CHASE & CO | COM | 46625H100 | — | 143,886 shares | $47,601,805 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 113,717 shares | $44,077,846 |
| AMAZON.COM INC | COM | 023135106 | — | 170,129 shares | $42,387,640 |
| MASTERCARD INC-A | COM | 57636Q104 | — | 76,208 shares | $42,026,426 |
| ROCKEFELLER OPPORTUNISTIC MUNI | COM | 45259A878 | — | 1,572,407 shares | $36,822,627 |
| PARKER HANNIFIN CORP COM | COM | 701094104 | — | 35,248 shares | $33,676,644 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 31,435 shares | $33,481,733 |
| ISHARES BARCLAYS 1-3 YEAR TR E | COM | 464287457 | — | 406,598 shares | $33,015,758 |
| J.P. MORGAN EXCHANGE-TRADED FU | COM | 46641Q654 | — | 619,283 shares | $31,310,948 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 350,855 shares | $29,131,517 |
| WALMART INC | COM | 931142103 | — | 261,335 shares | $27,157,933 |
| ELI LILLY & CO. | COM | 532457108 | — | 23,254 shares | $26,906,738 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 331,655 shares | $25,620,355 |
| VANGUARD DIVIDEND APPREC ETF | COM | 921908844 | — | 105,503 shares | $24,614,905 |
| APPLE INC | COM | 037833100 | — | 73,477 shares | $24,469,422 |
| NVIDIA CORP | COM | 67066G104 | — | 104,177 shares | $23,791,943 |
| INVESCO S&P 500 QUALITY ETF | COM | 46137V241 | — | 242,412 shares | $20,382,001 |
| ROCKWELL AUTOMATION, INC | COM | 773903109 | — | 46,419 shares | $20,207,583 |
| TJX COMPANIES | COM | 872540109 | — | 146,903 shares | $19,436,736 |
| ABBVIE INC | COM | 00287Y109 | — | 74,064 shares | $19,374,402 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 248,271 shares | $18,804,046 |
| VANGUARD FTSE DEVELOPED MARKET | COM | 921943858 | — | 265,805 shares | $18,768,491 |
| VANGUARD FTSE ALL-WORLD EX-US | COM | 922042775 | — | 217,846 shares | $18,074,683 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 426,487 shares | $17,669,350 |
| CHEVRON CORPORATION | COM | 166764100 | — | 82,846 shares | $16,917,982 |
| COCA COLA CO | COM | 191216100 | — | 193,021 shares | $16,615,248 |
| VANGUARD INFO TECH ETF | COM | 92204A702 | — | 128,499 shares | $16,148,469 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 360,224 shares | $16,130,843 |
| MICROSOFT CORP | COM | 594918104 | — | 31,415 shares | $16,112,754 |
| DELL TECHNOLOGIES INC CL C | COM | 24703L202 | — | 29,392 shares | $15,811,426 |
| STATE STREET SPDR S&P 500 ETF | COM | 78462F103 | — | 20,015 shares | $15,264,039 |
| ORACLE CORPORATION COM | COM | 68389X105 | — | 110,018 shares | $15,105,471 |
| ISHARES CORE DIVIDEND GROWTH E | COM | 46434V621 | — | 194,039 shares | $14,628,600 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 16,022 shares | $14,585,467 |
| CHUBB LTD ADR | COM | H1467J104 | — | 43,782 shares | $14,240,096 |
| VICTORY PORTFOLIOS II | CORE BD ETF | 92647N527 | — | 316,307 shares | $14,121,052 |
| EATON CORP PLC ADR | COM | G29183103 | — | 31,988 shares | $13,745,563 |
| BANK OF AMERICA CORP | COM | 060505104 | — | 245,508 shares | $13,363,000 |
| ISHARES CORE S&P SMALL-CAP ETF | COM | 464287804 | — | 97,041 shares | $13,201,458 |
| BLACKSTONE INC. | COM | 09260D107 | — | 115,731 shares | $12,972,288 |
| ISHARES TR/ISHARES 0-3 MNTH TR | COM | 46436E718 | — | 128,477 shares | $12,935,064 |
| INTUITIVE SURGICAL INC | COM | 46120E602 | — | 30,944 shares | $12,582,759 |
| DANAHER CORP | COM | 235851102 | — | 56,047 shares | $12,417,213 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 15,899 shares | $12,176,332 |
| ALPHABET INC CL A | COM | 02079K305 | — | 34,411 shares | $11,840,137 |
| L3 HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 49,570 shares | $11,737,185 |
| VANGUARD INDEX FDS MORNINGSTAR | COM | 922908736 | — | 129,981 shares | $11,712,588 |
| UNION PAC CORP | COM | 907818108 | — | 42,134 shares | $11,465,925 |
| VANGUARD SHORT TERM BOND ETF | COM | 921937827 | — | 149,988 shares | $11,459,083 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 134,866 shares | $11,339,517 |
| BROADCOM INC | COM | 11135F101 | — | 32,035 shares | $11,250,372 |
| HOME DEPOT INC | COM | 437076102 | — | 39,149 shares | $11,137,499 |
| VANGUARD MRNGSTR TTL STK MKT E | COM | 922908769 | — | 28,626 shares | $10,712,994 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 14,875 shares | $10,425,348 |
| BARRICK MINING CORP. | COM | 06849F108 | — | 255,344 shares | $10,384,840 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 29,972 shares | $10,312,767 |
| SNAP ON INC | COM | 833034101 | — | 28,230 shares | $10,257,371 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | 46654Q724 | — | 147,899 shares | $10,230,199 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 19,524 shares | $9,722,199 |
| ELEVANCE HEALTH INC | COM | 036752103 | — | 24,645 shares | $9,582,469 |
| AMAZON COM INC | COM | 023135106 | — | 37,669 shares | $9,385,231 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 32,721 shares | $8,662,558 |
| ISHARES TR | INTERNATIONAL SL | 46434V266 | — | 191,604 shares | $8,557,049 |
| INTERCONTINENTAL EXCHANGE INC | COM | 45866F104 | — | 55,317 shares | $8,409,844 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 25,164 shares | $8,325,007 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 37,735 shares | $8,153,787 |
| META PLATFORMS, INC. CLASS A | COM | 30303M102 | — | 11,214 shares | $8,132,169 |
| SHELL PLC SPON ADR | COM | 780259305 | — | 85,093 shares | $8,088,090 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 35,155 shares | $8,028,712 |
| META PLATFORMS INC | CL A | 30303M102 | — | 11,045 shares | $8,009,614 |
| SERVICENOW INC | COM | 81762P102 | — | 58,812 shares | $7,881,396 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 8,644 shares | $7,868,980 |
| ASTRAZENECA PLC ODS | COM | G0593M107 | — | 47,692 shares | $7,765,946 |
| ARISTA NETWORKS INC | COM | 040413205 | — | 36,959 shares | $7,524,483 |
| INVESCO QQQ TRUST SERIES 1 | COM | 46090E103 | — | 9,502 shares | $7,029,295 |
| CISCO SYSTEMS INC | COM | 17275R102 | — | 64,184 shares | $6,908,124 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 20,022 shares | $6,887,684 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 17,301 shares | $6,873,860 |
| PROCTER & GAMBLE COMPANY | COM | 742718109 | — | 47,173 shares | $6,853,293 |
| TJX COS INC NEW | COM | 872540109 | — | 48,954 shares | $6,477,104 |
| COCA COLA CO | COM | 191216100 | — | 75,015 shares | $6,457,291 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 22,665 shares | $6,447,850 |
| CHENIERE ENERGY INC COM | COM | 16411R208 | — | 23,659 shares | $6,364,981 |
| AMGEN INC | COM | 031162100 | — | 14,981 shares | $6,314,641 |
| HYATT HOTELS CORPORATION | COM | 448579102 | — | 36,954 shares | $5,859,426 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 63,817 shares | $5,750,572 |
| VANGUARD MRNGSTR MID CAP ETF | COM | 922908629 | — | 72,189 shares | $5,661,061 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 141,489 shares | $5,561,916 |
| MOTOROLA SOLUTIONS, INC | COM | 620076307 | — | 12,382 shares | $5,522,001 |
| MORGAN STANLEY | COM | 617446448 | — | 28,395 shares | $5,340,532 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 13,104 shares | $5,206,351 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 25,457 shares | $5,182,791 |