Long-term investor
Southstate Bank Corp. @southstatebankcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000764038).
Record
- Tracked since 2025-06-30 (434 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +5.3% · 6 months +1.9% · 1 year +7.9% · all +7.9%
- Max drawdown -4.5% · Sharpe 0.28 · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.4% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- AVGO · 3.4% · long · since 2025-06-30
- IVV · 2.8% · long · since 2025-06-30
- BRK-B · 2.6% · long · since 2025-06-30
- GOOG · 2.4% · long · since 2025-06-30
- V · 2.3% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- PHYS · 2.1% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- MU · 1.7% · long · since 2025-06-30
- MA · 1.7% · long · since 2025-06-30