Data as of Q4 2025 (Dec 31, 2025)

SOUTHERN CAPITAL ADVISORS, LLC

•CIK: 1909249•Filing: Q4 2025

**SOUTHERN CAPITAL ADVISORS, LLC** manages $217M across a diversified portfolio of 84 positions. The fund exhibits significant allocations to broad market and sector ETFs, notably holding IUSV at $30.1M and IVV at $25.5M. Further core exposures include IJR ($18.4M) and IEFA ($16.1M), indicating a focus on diversified equity mandates. Notable individual stock concentrations include UPS ($9.2M) and AAPL ($5.5M).

Total AUM
$216.8M
QoQ Performance
+1.6%
Positions
55
Top 10 Concentration
63.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IUSV
IVV
IJR
IEFA
IWP
IUSV13.9%
IVV11.8%
IJR8.5%
IEFA7.4%
IWP5.6%
UPS4.2%
FTEC4.2%
IYG2.7%

📈 Biggest Buys

INTU
INTUIT
+478.8%
1.2% of portfolio
NFLX
NETFLIX INC
NEW
0.9% of portfolio
IJR
ISHARES TR
+6.0%
8.5% of portfolio
IEFA
ISHARES TR
+6.8%
7.4% of portfolio
IUSV
ISHARES TR
+2.3%
13.9% of portfolio

📉 Biggest Sells

AFL
AFLAC INC
-52.0%
0.9% of portfolio
TSCO
TRACTOR SUPPLY CO
-71.2%
0.3% of portfolio
ORCL
ORACLE CORP
-65.1%
0.4% of portfolio
GEV
GE VERNOVA INC
-63.1%
0.2% of portfolio
GE
GE AEROSPACE
-11.5%
0.9% of portfolio

Sector Breakdown

Other69.4%
ETF11.9%
Technology6.6%
Industrial5.7%
Financial2.3%
Consumer1.6%
Communication1.0%
Healthcare0.8%

🚪 Exited Positionssold since Q3 2025

TFC
TRUIST FINL CORP
SOLD
$2.2M
GDXJ
VANECK ETF TRUST
SOLD
$402.6K
KMB
KIMBERLY-CLARK CORP
SOLD
$211.4K

Changes from Q3 2025

NEW5 new positions
↑44 increased
↓23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IUSV13.9%
ISHARES TR
$30.1M
IVV11.8%
ISHARES TR
$25.5M
IJR8.5%
ISHARES TR
$18.4M
IEFA7.4%
ISHARES TR
$16.1M
IWP5.6%
ISHARES TR
$12.2M

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