SOUTHERN CAPITAL ADVISORS, LLC

CIK

1909249

Location

Jackson, TN

Portfolio Value

Micro $44,270,428

Diversification

Diversified

Filing Date

Global Rank

#6,635 / 8,232 ▲ 84

Top Industry

Integrated Freight & Logistics 21.0%

3Y Alpha vs SPY

-12.8%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.2%

SPY

+76.3%

Annualised alpha

-12.8%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.5%

+2.2 pts

Top 5

49.1%

+3.1 pts

Top 10

65.5%

−0.1 pts

HHI

755

Diversified+86

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	29.1%	$12,902,138	6
Technology	21.2%	$9,376,086	6
Financial Services	12.8%	$5,668,951	8
Consumer Defensive	11.3%	$4,990,352	4
Healthcare	9.7%	$4,272,902	6
Consumer Cyclical	7.6%	$3,353,809	7
Energy	4.2%	$1,845,186	4
Unclassified	2.3%	$1,023,395	3
Communication Services	1.9%	$837,609	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	+414	7,065	$2,004,835
PG	PROCTER & GAMBLE Co	+257	22,854	$3,301,031
AAPL	Apple Inc.	+251	20,591	$5,225,789
NVDA	Nvidia Corp	+201	6,533	$1,139,355
ISRG	Intuitive Surgical Inc	+100	700	$322,693
FHN	First Horizon Corp	+92	21,324	$485,334
ORCL	Oracle Corp	+57	4,446	$654,051
WMT	Walmart Inc.	+54	8,943	$1,111,436
AMZN	Amazon Com Inc	+51	4,953	$1,031,561
TSCO	Tractor Supply Co /De/	+50	15,218	$689,375
AFL	Aflac Inc	+41	17,981	$1,972,695
HD	Home Depot, Inc.	+40	1,342	$441,370
SPY	Spdr S&P 500 ETF Trust	+18	502	$326,470
FLG	Flagstar Bank, National Association	+7	18,671	$245,897
BAC	Bank Of America Corp /De/	+7	6,119	$298,301
JNJ	Johnson & Johnson	+7	1,841	$450,014
IBM	International Business Machines Corp	+6	1,692	$410,123
BLK	BlackRock, Inc.	+5	1,462	$1,406,020
LOW	Lowes Companies Inc	+5	1,781	$420,814
JPM	Jpmorgan Chase & Co	+1	2,208	$649,505
RTX	RTX Corp	+1	2,563	$494,402
ABBV	AbbVie Inc.	+1	1,209	$262,945
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
RIG	Transocean Ltd.	−22,001	13,000	$86,190
INTU	Intuit Inc.	−3,309	685	$296,180
T	At&T Inc.	−2,266	6,926	$200,784
XOM	Exxon Mobil Corp	−292	5,992	$1,016,602
UPS	United Parcel Service Inc	−158	92,263	$9,076,833
CVX	Chevron Corp	−154	1,842	$381,109
META	Meta Platforms, Inc.	−121	713	$407,928
RF	Regions Financial Corp	−96	12,392	$323,679
MSFT	Microsoft Corp	−62	4,459	$1,650,588
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SYK	Stryker Corp	6,422	$2,110,204
BRK-B	Berkshire Hathaway Inc	600	$287,520
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	9,994	$2,422,145
NFLX	Netflix Inc	21,691	$2,033,748
ROK	Rockwell Automation, Inc	537	$208,930
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $44,270,428 total · as of Mar 31, 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	92,263	-158	$9,076,833	−1.0%	20.50%
AAPL	Apple Inc. Technology	Added	20,591	+251	$5,225,789	−5.5%	11.80%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,854	+257	$3,301,031	+1.9%	7.46%
SYK	Stryker Corp Healthcare	NEW	6,422	NEW	$2,110,204	NEW	4.77%
GE	General Electric Co Industrials	Added	7,065	+414	$2,004,835	−2.1%	4.53%
AFL	Aflac Inc Financial Services	Added	17,981	+41	$1,972,695	−0.3%	4.46%
MSFT	Microsoft Corp Technology	Reduced	4,459	-62	$1,650,588	−24.5%	3.73%
BLK	BlackRock, Inc. Financial Services	Added	1,462	+5	$1,406,020	−9.8%	3.18%
NVDA	Nvidia Corp Technology	Added	6,533	+201	$1,139,355	−3.5%	2.57%
WMT	Walmart Inc. Consumer Defensive	Added	8,943	+54	$1,111,436	+12.2%	2.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,953	+51	$1,031,561	−8.8%	2.33%
XOM	Exxon Mobil Corp Energy	Reduced	5,992	-292	$1,016,602	+34.4%	2.30%
MRK	Merck & Co., Inc. Healthcare	Held	5,953	0	$716,086	+14.3%	1.62%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	15,218	+50	$689,375	−9.1%	1.56%
ORCL	Oracle Corp Technology	Added	4,446	+57	$654,051	−23.5%	1.48%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,208	+1	$649,505	−8.7%	1.47%
BA	Boeing Co Industrials	Held	3,179	0	$632,716	−8.3%	1.43%
RTX	RTX Corp Industrials	Added	2,563	+1	$494,402	+5.2%	1.12%
FHN	First Horizon Corp Financial Services	Added	21,324	+92	$485,334	−4.4%	1.10%
JNJ	Johnson & Johnson Healthcare	Added	1,841	+7	$450,014	+18.6%	1.02%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,342	+40	$441,370	−1.5%	1.00%
GEV	GE Vernova Inc. Industrials	Held	502	0	$438,195	+33.6%	0.99%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,781	+5	$420,814	−1.7%	0.95%
GLD	Spdr Gold Trust	Held	956	0	$411,357	+8.6%	0.93%
AMGN	Amgen Inc Healthcare	Held	1,168	0	$410,960	+7.5%	0.93%
IBM	International Business Machines Corp Technology	Added	1,692	+6	$410,123	−17.9%	0.93%
META	Meta Platforms, Inc. Communication Services	Reduced	713	-121	$407,928	−25.9%	0.92%
CVX	Chevron Corp Energy	Reduced	1,842	-154	$381,109	+25.3%	0.86%
KMI	Kinder Morgan, Inc. Energy	Held	10,775	0	$361,285	+22.0%	0.82%
KHC	Kraft Heinz Co Consumer Defensive	Held	15,500	0	$348,595	−7.3%	0.79%
AZO	Autozone Inc Consumer Cyclical	Held	100	0	$337,778	−0.4%	0.76%
SPY	Spdr S&P 500 ETF Trust	Added	502	+18	$326,470	−1.1%	0.74%
RF	Regions Financial Corp Financial Services	Reduced	12,392	-96	$323,679	−4.4%	0.73%
ISRG	Intuitive Surgical Inc Healthcare	Added	700	+100	$322,693	−5.0%	0.73%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,119	+7	$298,301	−11.3%	0.67%
INTU	Intuit Inc. Technology	Reduced	685	-3,309	$296,180	−88.8%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	600	NEW	$287,520	NEW	0.65%
SGOL	abrdn Gold ETF Trust	Held	6,400	0	$285,568	+8.6%	0.65%
ABBV	AbbVie Inc. Healthcare	Added	1,209	+1	$262,945	−4.7%	0.59%
NOC	Northrop Grumman Corp /De/ Industrials	Held	374	0	$255,157	+19.6%	0.58%
FLG	Flagstar Bank, National Association Financial Services	Added	18,671	+7	$245,897	+4.6%	0.56%
KO	Coca Cola Co Consumer Defensive	Held	3,015	0	$229,290	+8.8%	0.52%
GOOGL	Alphabet Inc. Communication Services	Held	796	0	$228,897	−8.1%	0.52%
TSLA	Tesla, Inc. Consumer Cyclical	Held	586	0	$217,845	−17.3%	0.49%
MCD	Mcdonalds Corp Consumer Cyclical	Held	692	0	$215,066	+1.7%	0.49%
T	At&T Inc. Communication Services	Reduced	6,926	-2,266	$200,784	−12.1%	0.45%
RIG	Transocean Ltd. Energy	Reduced	13,000	-22,001	$86,190	−40.4%	0.19%