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Showing Q4 2024 data
Southern Style Financial, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Southern Style Financial, Inc.
โขCIK: 1910392โขFiling: Q4 2024
**Southern Style Financial, Inc.** is a actively managed fund with $124M in assets under management, maintaining a focused portfolio of 28 positions. The fund exhibits significant exposure to broad market indices and sector leaders, notably holding IVV at $40.5M and CGCB at $18.0M. Further allocations include substantial positions in FBND ($15.8M) and SLQD ($13.9M), indicating a strategic mix across equities and fixed income. This concentrated approach suggests a conviction-driven strategy targeting established market leaders.
Total AUM
$123.5M
QoQ Performance
N/A
Positions
24
Top 10 Concentration
89.4%
Latest Filing
Q4 2024
Top Holdings Allocation
IVV
CGCB
FBND
SLQD
IVV32.8%
CGCB14.6%
FBND12.8%
SLQD11.3%
IAU*3.5%
COST3.5%
IJR3.2%
MSFT2.8%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other56.0%
ETF33.2%
Consumer4.7%
Technology3.5%
Financial2.7%