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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
  1. APPLE INC · COM · 037833100 · shares: $148,657,242
  2. MICROSOFT CORP · COM · 594918104 · shares: $130,463,809
  3. BROADCOM INC · COM · 11135F101 · shares: $74,557,638
  4. ISHARES CORE S&P 500 ETF · COM · 464287200 · shares: $73,155,524
  5. VISA INC · COM · 92826C839 · shares: $55,241,598
  6. ALPHABET INC CL C · COM · 02079K107 · shares: $53,214,047
  7. BERKSHIRE HATHAWAY INC-CL B · COM · 084670702 · shares: $48,464,975
  8. SPROTT PHYSICAL GOLD TRUST · COM · 85207H104 · shares: $48,050,858
  9. JP MORGAN CHASE & CO · COM · 46625H100 · shares: $47,676,242
  10. VALERO ENERGY CORP · COM · 91913Y100 · shares: $44,289,481

Reported holdings

1,866 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
DARDEN RESTAURANTS INC COMCOM237194105 — 769 shares $148,609
KLA CORPCOM NEW482480100 — 759 shares $147,953
ISHARES RUSSELL 2000 VALUE ETFCOM464287630 — 706 shares $147,872
GARMIN LTDSHSH2906T109 — 515 shares $147,723
ISHARES RUSSELL TOP 200 GROWTHCOM464289438 — 499 shares $147,160
TWILIO INC CL ACOM90138F102 — 500 shares $146,230
INVESCO QQQ TRUST SERIES 1COM46090E103 — 196 shares $144,995
GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK36266G107 — 2,214 shares $144,730
SSGA ACTIVE STREET US ETFCOM78470P408 — 2,151 shares $142,848
SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706 — 3,902 shares $142,228
SELECT SECTOR SPDR TRST STR TECHN ETF81369Y803 — 725 shares $141,919
QUALCOMM INCCOM747525103 — 769 shares $141,527
CARNIVAL CORP LTDCOMG2004J103 — 5,760 shares $141,350
SELECT SECTOR SPDR TRST STR DISCR ETF81369Y407 — 1,296 shares $141,057
NASDAQ INCCOM631103108 — 1,524 shares $140,223
METLIFE INCCOM59156R108 — 1,463 shares $137,757
CARRIER GLOBAL CORPORATIONCOM14448C104 — 2,497 shares $136,986
SHELL PLCSPON ADS780259305 — 1,437 shares $136,588
ALPHABET INC CL CCOM02079K107 — 400 shares $136,296
PIPER SANDLER COMPANIESCOM NEW724078209 — 2,060 shares $135,898
CUMMINS INCCOM231021106 — 262 shares $135,342
THE MOSAIC COMPANYCOM61945C103 — 6,246 shares $135,226
TORONTO DOMINION BANKCOM891160509 — 1,135 shares $133,397
ACCENTURE PLC IRELANDSHS CLASS AG1151C101 — 721 shares $132,210
LOCKHEED MARTIN CORPCOM539830109 — 259 shares $132,139
SOFI TECHNOLOGIES INCCOM83406F102 — 8,330 shares $130,948
T-MOBILE US INCCOM872590104 — 796 shares $129,812
MANULIFE FINANCIAL CORP. ADRCOM56501R106 — 3,045 shares $129,687
CITIGROUP INCCOM172967424 — 999 shares $129,351
KEYSIGHT TECHNOLOGIES INCCOM49338L103 — 355 shares $129,235
HYATT HOTELS CORPCOM CL A448579102 — 813 shares $128,910
PARK NATIONAL CORP COMCOM700658107 — 720 shares $128,635
COLGATE PALMOLIVE COCOM194162103 — 1,500 shares $127,980
AXON ENTERPRISECOM05464C101 — 300 shares $126,756
ISHARES S&P 500 GROWTH ETFCOM464287309 — 889 shares $126,469
VANGUARD TOT WORLD STK ETFCOM922042742 — 800 shares $126,280
CARRIER GLOBAL CORPCOM14448C104 — 2,288 shares $125,520
3M COCOM88579Y101 — 759 shares $124,590
ISHARES GOLD TRISHARES NEW464285204 — 1,572 shares $122,774
VANGUARD MALVERN FDSSTRM INFPROIDX922020805 — 2,481 shares $122,092
MEDTRONIC PLC ADRCOMG5960L103 — 1,395 shares $120,375
COLGATE PALMOLIVE COCOM194162103 — 1,405 shares $119,875
AGILENT TECHNOLOGIES INCCOM00846U101 — 692 shares $119,239
ISHARES GOLD TRUST MICROSHS REPSTG UN TR46436F103 — 2,858 shares $118,379
NETFLIX INC.COM64110L106 — 1,681 shares $116,964
FORTIVE CORPCOM34959J108 — 2,128 shares $116,636
VANGUARD MORNINGSTAR MEGA CAPCOM921910816 — 1,250 shares $115,813
VANGUARD MUNI BD FUND TAX EXMPCOM922907746 — 2,445 shares $115,795
SOUTHERN COCOM842587107 — 1,388 shares $115,052
ISHARES TRS&P MC 400VL ETF464287705 — 825 shares $113,611
BP PLCSPONSORED ADR055622104 — 2,560 shares $112,614
SCHWAB STRATEGIC TRINTL EQTY ETF808524805 — 4,064 shares $111,644
GENERAL DYNAMICS CORPCOM369550108 — 334 shares $110,832
UNITEDHEALTH GROUP INCCOM91324P102 — 295 shares $108,289
VERIZON COMMUNICATIONS INCCOM92343V104 — 2,327 shares $106,740
NETFLIX INCCOM64110L106 — 1,515 shares $105,414
SELECT SECTOR SPDR TRST STR FINL ETF81369Y605 — 1,974 shares $105,412
TEMPLETON EMERGING MKTS FDCOM880191101 — 4,697 shares $104,532
MASTERCARD INC-ACOM57636Q104 — 187 shares $103,125
CHEVRON CORPORATIONCOM166764100 — 500 shares $102,105
H2O AMERICACOM784305104 — 1,635 shares $100,765
VANECK ETF TRUSTSEMICONDUCTR ETF92189F676 — 161 shares $98,049
BERKSHIRE HATHAWAY INC-CL BCOM084670702 — 195 shares $97,100
SEI INVESTMENTS COMPANYCOM784117103 — 930 shares $95,474
WD 40 COCOM929236107 — 471 shares $95,128
ISHARES MSCI INTL QUALITY FACTCOM46434V456 — 1,911 shares $94,537
TEXAS INSTRS INCCOM882508104 — 332 shares $92,990
INTUITCOM461202103 — 337 shares $92,915
VANECK VECTORS GOLD MINERS ETFCOM92189F106 — 1,050 shares $92,190
CURTISS WRIGHT CORPCOM231561101 — 169 shares $91,906
GENUINE PARTS COCOM372460105 — 726 shares $91,288
VANGUARD INDEX FDSMRNGSTR SML CP V922908611 — 394 shares $91,027
SPDR SER PORTFOLIO S&P 500 HICOM78468R788 — 2,000 shares $90,740
PAYCHEX INCCOM704326107 — 921 shares $90,719
SCHWAB STRATEGIC TRSHT TM US TRES808524862 — 3,795 shares $90,549
WABTECCOM929740108 — 313 shares $89,888
ISHARES TRMSCI EAFE MIN VL46429B689 — 984 shares $89,663
MARKEL GROUP INC COMCOM570535104 — 52 shares $89,047
STATE STREET CONSUMER DIS SELECOM81369Y407 — 818 shares $89,031
PERMIAN RESOURCES CORPCLASS A COM71424F105 — 4,154 shares $87,733
CSX CORPCOM126408103 — 1,881 shares $87,485
SPDR INDEX SHS FDSST STR NAT ETF78463X541 — 1,181 shares $87,359
STATE STREET CONSUMER STAPLESCOM81369Y308 — 1,082 shares $87,209
WALMART INCCOM931142103 — 835 shares $86,773
EVOLV TECHNOLOGIES HLDNGS INCCOM30049H102 — 18,571 shares $86,355
ON SEMICONDUCTOR CORPCOM682189105 — 1,116 shares $85,787
SYSCO CORPCOM871829107 — 1,097 shares $85,523
SCHWAB STRATEGIC TRUS LCAP VA ETF808524409 — 2,566 shares $85,459
VANGUARD WHITEHALL INTL HIGH ECOM921946794 — 843 shares $85,253
SCHWAB STRATEGIC TRLONG TERM US808524680 — 2,990 shares $85,091
LOWES COS INCCOM548661107 — 457 shares $84,221
AMERICAN INTERNATIONAL GROUPCOM026874784 — 1,125 shares $83,723
AGILENT TECHNOLOGIES INCCOM00846U101 — 484 shares $83,398
ANALOG DEVICES INCCOM032654105 — 209 shares $82,840
TOWNE BANKCOM89214P109 — 2,316 shares $82,565
THE CIGNA GROUPCOM125523100 — 303 shares $82,365
COMCAST CORP NEWCL A20030N101 — 3,769 shares $82,014
ASML HLDG NVN Y REGISTRY SHSN07059210 — 45 shares $81,526
BOSTON SCIENTIFIC CORPCOM101137107 — 1,847 shares $80,622
SPOTIFY TECHNOLOGY SA ADRCOML8681T102 — 165 shares $80,418