SOUTHERN CAPITAL ADVISORS, LLC

CIK

1909249

Location

Jackson, TN

Portfolio Value

Micro $41,653,178

Diversification

Diversified

Filing Date

Global Rank

#7,149 / 8,517 ▲ 137

Top Industry

Integrated Freight & Logistics 24.3%

3Y Alpha vs SPY

+7.0%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+107.3%

SPY

+75.3%

Annualised alpha

+6.9%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.6%

+5.4 pts

Top 5

53.9%

+4.8 pts

Top 10

67.7%

+2.2 pts

HHI

912

Diversified+223

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	28.7%	$11,935,116	5
Technology	24.3%	$10,104,010	7
Financial Services	14.6%	$6,093,217	8
Consumer Defensive	11.9%	$4,977,138	4
Consumer Cyclical	7.5%	$3,104,398	6
Healthcare	5.4%	$2,242,154	5
Energy	3.7%	$1,533,972	4
Unclassified	2.6%	$1,068,801	3
Communication Services	1.4%	$594,372	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+130	632	$471,958
FHN	First Horizon Corp	+112	21,436	$549,619
TSCO	Tractor Supply Co /De/	+89	15,307	$483,854
NVDA	Nvidia Corp	+85	6,618	$1,324,195
GEV	GE Vernova Inc.	+46	548	$643,823
AFL	Aflac Inc	+44	18,025	$2,113,431
XOM	ExxonMobil Holdings Corp	+27	6,019	$822,917
WMT	Walmart Inc.	+25	8,968	$1,015,715
AMZN	Amazon Com Inc	+18	4,971	$1,184,788
ORCL	Oracle Corp	+17	4,463	$654,052
RTX	RTX Corp	+12	2,575	$488,554
LOW	Lowes Companies Inc	+12	1,793	$395,338
JNJ	Johnson & Johnson	+10	1,851	$470,098
JPM	Jpmorgan Chase & Co	+10	2,218	$726,017
MRK	Merck & Co., Inc.	+8	5,961	$765,988
FLG	Flagstar Bank, National Association	+6	18,677	$279,034
BAC	Bank Of America Corp /De/	+5	6,124	$348,945
IBM	International Business Machines Corp	+5	1,697	$477,213
BLK	BlackRock, Inc.	+5	1,467	$1,410,608
HD	Home Depot, Inc.	+3	1,345	$474,354
BA	Boeing Co	+3	3,182	$688,807
ABBV	AbbVie Inc.	+2	1,211	$304,736
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,942	801	$286,253
AAPL	Apple Inc.	−1,725	18,866	$5,459,065
UPS	United Parcel Service Inc	−653	91,610	$9,848,075
RF	Regions Financial Corp	−295	12,097	$365,329
META	Meta Platforms, Inc.	−166	547	$308,119
CVX	Chevron Corp	−14	1,828	$303,009
MSFT	Microsoft Corp	−8	4,451	$1,660,312
PG	PROCTER & GAMBLE Co	−7	22,847	$3,350,284
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,120	$296,015
ROK	Rockwell Automation, Inc	537	$265,857
CSCO	Cisco Systems, Inc.	1,985	$233,158
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
IBB	iShares Biotechnology ETF	28,186	$4,759,206
SYK	Stryker Corp	6,422	$2,110,204
GE	General Electric Co	7,065	$2,004,835
INTU	Intuit Inc.	685	$296,180
VB	Vanguard Morningstar Small-Cap ETF	1,044	$273,444
NOC	Northrop Grumman Corp /De/	374	$255,157
MCD	Mcdonalds Corp	692	$215,066
T	At&T Inc.	6,926	$200,784
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $41,653,178 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UPS	United Parcel Service Inc Industrials	Reduced	91,610	-653	$9,848,075	+8.5%	23.64%
AAPL	Apple Inc. Technology	Reduced	18,866	-1,725	$5,459,065	+4.5%	13.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	22,847	-7	$3,350,284	+1.5%	8.04%
AFL	Aflac Inc Financial Services	Added	18,025	+44	$2,113,431	+7.1%	5.07%
MSFT	Microsoft Corp Technology	Reduced	4,451	-8	$1,660,312	+0.6%	3.99%
BLK	BlackRock, Inc. Financial Services	Added	1,467	+5	$1,410,608	+0.3%	3.39%
NVDA	Nvidia Corp Technology	Added	6,618	+85	$1,324,195	+16.2%	3.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,971	+18	$1,184,788	+14.9%	2.84%
WMT	Walmart Inc. Consumer Defensive	Added	8,968	+25	$1,015,715	−8.6%	2.44%
XOM	ExxonMobil Holdings Corp Energy	Added	6,019	+27	$822,917	−19.1%	1.98%
MRK	Merck & Co., Inc. Healthcare	Added	5,961	+8	$765,988	+7.0%	1.84%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,218	+10	$726,017	+11.8%	1.74%
BA	Boeing Co Industrials	Added	3,182	+3	$688,807	+8.9%	1.65%
ORCL	Oracle Corp Technology	Added	4,463	+17	$654,052	+0.0%	1.57%
GEV	GE Vernova Inc. Industrials	Added	548	+46	$643,823	+46.9%	1.55%
FHN	First Horizon Corp Financial Services	Added	21,436	+112	$549,619	+13.2%	1.32%
RTX	RTX Corp Industrials	Added	2,575	+12	$488,554	−1.2%	1.17%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	15,307	+89	$483,854	−29.8%	1.16%
IBM	International Business Machines Corp Technology	Added	1,697	+5	$477,213	+16.4%	1.15%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,345	+3	$474,354	+7.5%	1.14%
SPY	Spdr S&P 500 ETF Trust	Added	632	+130	$471,958	+44.6%	1.13%
JNJ	Johnson & Johnson Healthcare	Added	1,851	+10	$470,098	+4.5%	1.13%
AMGN	Amgen Inc Healthcare	Held	1,168	0	$422,956	+2.9%	1.02%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,793	+12	$395,338	−6.1%	0.95%
KHC	Kraft Heinz Co Consumer Defensive	Held	15,500	0	$366,110	+5.0%	0.88%
RF	Regions Financial Corp Financial Services	Reduced	12,097	-295	$365,329	+12.9%	0.88%
GLD	Spdr Gold Trust	Held	956	0	$352,171	−14.4%	0.85%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,124	+5	$348,945	+17.0%	0.84%
KMI	Kinder Morgan, Inc. Energy	Held	10,775	0	$344,476	−4.7%	0.83%
AZO	Autozone Inc Consumer Cyclical	Held	100	0	$319,593	−5.4%	0.77%
META	Meta Platforms, Inc. Communication Services	Reduced	547	-166	$308,119	−24.5%	0.74%
ABBV	AbbVie Inc. Healthcare	Added	1,211	+2	$304,736	+15.9%	0.73%
CVX	Chevron Corp Energy	Reduced	1,828	-14	$303,009	−20.5%	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	600	0	$300,234	+4.4%	0.72%
INTC	Intel Corp Technology	NEW	2,120	NEW	$296,015	NEW	0.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	801	-1,942	$286,253	−63.6%	0.69%
FLG	Flagstar Bank, National Association Financial Services	Added	18,677	+6	$279,034	+13.5%	0.67%
ISRG	Intuitive Surgical Inc Healthcare	Held	700	0	$278,376	−13.7%	0.67%
ROK	Rockwell Automation, Inc Industrials	NEW	537	NEW	$265,857	NEW	0.64%
TSLA	Tesla, Inc. Consumer Cyclical	Held	586	0	$246,471	+13.1%	0.59%
KO	Coca Cola Co Consumer Defensive	Held	3,015	0	$245,029	+6.9%	0.59%
SGOL	abrdn Gold ETF Trust	Held	6,400	0	$244,672	−14.3%	0.59%
CSCO	Cisco Systems, Inc. Technology	NEW	1,985	NEW	$233,158	NEW	0.56%
RIG	Transocean Ltd. Energy	Held	13,000	0	$63,570	−26.2%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.