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
📉 Biggest Sells
Sector Breakdown
Other69.3%
ETF11.9%
Technology6.6%
Industrial5.7%
Financial2.3%
Consumer1.6%
Communication1.0%
Healthcare0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑44 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022