Institutions / Southern Capital Advisors, LLC
Southern Capital Advisors, LLC
CIK 1909249 · Institution · as of Dec 31, 2025
Portfolio value
$216.75M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $30.10M | 13.9% |
| iShares Tr | $25.53M | 11.8% |
| iShares Tr | $18.35M | 8.5% |
| iShares Tr | $16.13M | 7.4% |
| iShares Tr | $12.22M | 5.6% |
| United Parcel Service Inc | $9.17M | 4.2% |
| Fidelity Covington Trust | $9.01M | 4.2% |
| iShares Tr | $5.95M | 2.7% |
| Fidelity Covington Trust | $5.56M | 2.6% |
| Apple Inc. | $5.53M | 2.6% |
| iShares Inc | $5.51M | 2.5% |
| iShares Tr | $4.77M | 2.2% |
| iShares Tr | $4.38M | 2.0% |
| iShares Tr | $4.34M | 2.0% |
| iShares Tr | $4.10M | 1.9% |
| iShares Tr | $3.94M | 1.8% |
| PROCTER & GAMBLE Co | $3.24M | 1.5% |
| Intuit Inc. | $2.65M | 1.2% |
| Capital One Financial Corp | $2.42M | 1.1% |
| iShares Tr | $2.32M | 1.1% |
| Microsoft Corp | $2.19M | 1.0% |
| General Electric Co | $2.05M | 0.9% |
| Netflix Inc | $2.03M | 0.9% |
| Aflac Inc | $1.98M | 0.9% |
| Vanguard Index Fds | $1.95M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.