Institutional Manager · CIK 0001909249
SOUTHERN CAPITAL ADVISORS, LLC
Jackson, TN · File #028-21598
Latest AUM
$216.8M
Positions
84
Top-10 Concentration
66.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202584 pos · $216.8M
- 13F HOLDINGS REPORTQ/E Sep 202582 pos · $213.4M
- 13F HOLDINGS REPORTQ/E Jun 202581 pos · $195.5M
- 13F HOLDINGS REPORTQ/E Mar 202578 pos · $180.3M
- 13F HOLDINGS REPORTQ/E Dec 202474 pos · $180.7M
- 13F HOLDINGS REPORTQ/E Sep 202475 pos · $177.8M
- 13F HOLDINGS REPORTQ/E Jun 202475 pos · $162.6M
- 13F HOLDINGS REPORTQ/E Mar 202471 pos · $164.7M
- 13F HOLDINGS REPORTQ/E Dec 202361 pos · $120.2M
- 13F HOLDINGS REPORTQ/E Sep 202370 pos · $130.8M
- 13F HOLDINGS REPORTQ/E Jun 202373 pos · $135.1M
- 13F HOLDINGS REPORTQ/E Mar 202374 pos · $129.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287663 | 293,510 | $30.1M | 14.57% |
| 2 | ISHARES TR | 464287200 | 37,267 | $25.5M | 12.36% |
| 3 | ISHARES TR | 464287804 | 152,723 | $18.4M | 8.88% |
| 4 | ISHARES TR | 46432F842 | 180,321 | $16.1M | 7.81% |
| 5 | ISHARES TR | 464287481 | 89,262 | $12.2M | 5.92% |
| 6 | UNITED PARCEL SERVICE INC | UPS | 92,421 | $9.2M | 4.44% |
| 7 | FIDELITY COVINGTON TRUST | 316092808 | 40,095 | $9.0M | 4.36% |
| 8 | ISHARES TR | 464287770 | 64,529 | $6.0M | 2.88% |
| 9 | FIDELITY COVINGTON TRUST | 316092873 | 75,859 | $5.6M | 2.69% |
| 10 | APPLE INC | AAPL | 20,340 | $5.5M | 2.68% |
| 11 | ISHARES INC | 46434G103 | 81,934 | $5.5M | 2.67% |
| 12 | ISHARES TR | 464287754 | 32,182 | $4.8M | 2.31% |
| 13 | ISHARES TR | 464287580 | 42,516 | $4.4M | 2.12% |
| 14 | ISHARES TR | 464287408 | 20,483 | $4.3M | 2.10% |
| 15 | ISHARES TR | 464287309 | 33,292 | $4.1M | 1.99% |
| 16 | ISHARES TR | 464287556 | 23,353 | $3.9M | 1.91% |
| 17 | PROCTER AND GAMBLE CO | 742718109 | 22,597 | $3.2M | 1.57% |
| 18 | INTUIT | INTU | 3,994 | $2.6M | 1.28% |
| 19 | CAPITAL ONE FINL CORP | 14040H105 | 9,994 | $2.4M | 1.17% |
| 20 | ISHARES TR | 464287655 | 9,433 | $2.3M | 1.12% |