SOUTHERN CAPITAL ADVISORS, LLC

Registered adviser

CIK

1909249

Location

Jackson, TN

Portfolio Value

Small $252,760,277

Diversification

Highly concentrated

Filing Date

Global Rank

#5,937 / 8,827 ▲ 12 · as of Jun 2026

Top Industry

Integrated Freight & Logistics 20.6%

Period ended 38 days ago

Filed Oct 26, 2026 · 12d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 292275

Roster of Nov 1, 2026

Regulatory AUM

$636,914,932

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$636,914,932	Individuals and high net worth (99%)
Feb 2025 to Feb 2026	$514,939,668	Individuals and high net worth (99%)
Mar 2024 to Jan 2025	$414,450,101	Individuals and high net worth (99%)
May 2023 to Feb 2024	$332,568,750	Individuals and high net worth (99%)
Mar 2023 to Apr 2023	$332,568,750	Individuals and high net worth (99%)
Feb 2022 to Feb 2023	$372,604,117	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.8% of the book (60%+)

Turnover

Low turnover

17.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 84.0%; sector active share 69.9% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

88 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

64.2%

+2.3 pts

Top 5

85.9%

+2.7 pts

Top 10

90.9%

+1.1 pts

HHI

4,280

Highly concentrated+302

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.6%	$211,336,885	45
Technology	4.6%	$11,501,610	7
Industrials	4.1%	$10,365,475	5
Financial Services	2.4%	$5,976,825	8
Consumer Defensive	1.9%	$4,838,360	4
Consumer Cyclical	1.2%	$2,911,614	6
Healthcare	1.0%	$2,452,086	5
Energy	0.8%	$2,038,281	5
Communication Services	0.5%	$1,339,141	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IWR	iShares Russell Mid-Cap ETF	+154,856	174,467	$18,617,373
IEFA	iShares Core MSCI EAFE ETF	+25,370	254,824	$24,687,349
IUSV	iShares Core S&P U.S. Value ETF	+25,129	336,547	$37,114,403
IJR	iShares Core S&P Small-Cap ETF	+12,723	183,667	$24,986,058
IEMG	iShares Trust	+5,568	89,627	$0
IVV	iShares Core S&P 500 ETF	+2,950	44,206	$33,855,165
FSTA	Fidelity MSCI Consumer Staples Index ETF	+2,712	67,715	$3,442,630
FLTB	Fidelity Limited Term Bond ETF	+1,808	6,021	$294,908
FCOM	Fidelity MSCI Communication Services Index ETF	+1,683	73,511	$5,293,527
IVW	iShares S&P 500 Growth ETF	+1,472	34,978	$4,975,970
IYJ	iShares U.S. Industrials ETF	+862	44,944	$6,893,061
TFLO	iShares Treasury Floating Rate Bond ETF	+311	4,471	$226,545
XOM	ExxonMobil Holdings Corp	+122	6,141	$999,447
GLD	Spdr Gold Trust	+117	1,073	$408,641
FHN	First Horizon Corp	+115	21,551	$496,104
VUG	VANGUARD GROWTH INDEX FUND	+89	24,241	$2,184,356
TSCO	Tractor Supply Co	+78	15,385	$481,396
SFLR		+53	18,381	$715,939
AMZN	Amazon Com Inc	+46	5,017	$1,249,985
RF	Regions Financial Corp	+30	12,127	$325,973
BUFF		+29	13,504	$727,595
FHLC	Fidelity MSCI Health Care Index ETF	+28	9,163	$748,617
FDIS	Fidelity MSCI Consumer Discretionary Index ETF	+27	14,476	$1,371,021
ORCL	Oracle Corp	+17	4,480	$615,104
USMV	iShares MSCI USA Min Vol Factor ETF	+13	4,059	$395,508
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
IYC	iShares U.S. Consumer Discretionary ETF	−25,832	5,771	$546,975
IVE	iShares S&P 500 Value ETF	−860	20,004	$4,566,513
UPS	United Parcel Service Inc	−257	91,353	$8,536,024
IYF	iShares U.S. Financials ETF	−249	5,333	$670,144
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−145	2,193	$364,652
PG	PROCTER & GAMBLE Co	−135	22,712	$3,299,599
LOW	Lowes Companies Inc	−132	1,661	$306,105
GGLL	Direxion Daily GOOGL Bull 2X Shares	−119	5,904	$586,916
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	−106	3,808	$670,741
AAPL	Apple Inc.	−94	18,772	$6,251,451
—		−55	28,953	$0
WMT	Walmart Inc.	−47	8,921	$927,070
FTEC	Fidelity MSCI Information Technology Index ETF	−42	31,930	$9,580,915
AFL	Aflac Inc	−41	17,984	$2,010,251
NVDA	Nvidia Corp	−5	6,613	$1,510,276
VIG	Vanguard Specialized Funds	−5	987	$230,276
MSFT	Microsoft Corp	−3	4,448	$2,281,379
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
FENY	Fidelity MSCI Energy Index ETF	91,159	$3,090,290
VLO	Valero Energy Corp	700	$271,327
AIRR	First Trust Exchange-Traded Fund VI	2,217	$228,883
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
—		107,320	$15,712,721
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 tracked positions · $252,760,277 total · filing declares 88 positions · $266,130,079 · as of Sep 30, 2026

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

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IUSV	iShares Core S&P U.S. Value ETF	Added	336,547	+25,129	$37,114,403	+8.2%	14.68%
IVV	iShares Core S&P 500 ETF	Added	44,206	+2,950	$33,855,165	+9.6%	13.39%
IJR	iShares Core S&P Small-Cap ETF	Added	183,667	+12,723	$24,986,058	−1.4%	9.89%
IEFA	iShares Core MSCI EAFE ETF	Added	254,824	+25,370	$24,687,349	+11.4%	9.77%
IWR	iShares Russell Mid-Cap ETF	Added	174,467	+154,856	$18,617,373	+760.5%	7.37%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF CALL	NEW	248,000	NEW	$15,252,000	NEW	6.03%
FTEC	Fidelity MSCI Information Technology Index ETF	Reduced	31,930	-42	$9,580,915	+4.9%	3.79%
UPS	United Parcel Service Inc Industrials	Reduced	91,353	-257	$8,536,024	−13.3%	3.38%
IYJ	iShares U.S. Industrials ETF	Added	44,944	+862	$6,893,061	−6.2%	2.73%
AAPL	Apple Inc. Technology	Reduced	18,772	-94	$6,251,451	+14.5%	2.47%
FCOM	Fidelity MSCI Communication Services Index ETF	Added	73,511	+1,683	$5,293,527	+6.1%	2.09%
IVW	iShares S&P 500 Growth ETF	Added	34,978	+1,472	$4,975,970	+8.0%	1.97%
IVE	iShares S&P 500 Value ETF	Reduced	20,004	-860	$4,566,513	−3.6%	1.81%
FSTA	Fidelity MSCI Consumer Staples Index ETF	Added	67,715	+2,712	$3,442,630	+0.8%	1.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	22,712	-135	$3,299,599	−1.5%	1.31%
FENY	Fidelity MSCI Energy Index ETF	NEW	91,159	NEW	$3,090,290	NEW	1.22%
IWM	iShares Russell 2000 ETF	Added	9,640	+9	$2,678,859	−7.4%	1.06%
MSFT	Microsoft Corp Technology	Reduced	4,448	-3	$2,281,379	+37.4%	0.90%
VUG	VANGUARD GROWTH INDEX FUND	Added	24,241	+89	$2,184,356	+5.0%	0.86%
AFL	Aflac Inc Financial Services	Reduced	17,984	-41	$2,010,251	−4.9%	0.80%
BLK	BlackRock, Inc. Financial Services	Added	1,474	+7	$1,559,919	+10.6%	0.62%
NVDA	Nvidia Corp Technology	Reduced	6,613	-5	$1,510,276	+14.1%	0.60%
FDIS	Fidelity MSCI Consumer Discretionary Index ETF	Added	14,476	+27	$1,371,021	−7.7%	0.54%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	10,588	+5	$1,330,593	+5.2%	0.53%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,017	+46	$1,249,985	+5.5%	0.49%
XOM	ExxonMobil Holdings Corp Energy	Added	6,141	+122	$999,447	+21.5%	0.40%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,921	-47	$927,070	−8.7%	0.37%
MRK	Merck & Co., Inc. Healthcare	Held	5,961	0	$866,192	+13.1%	0.34%
FHLC	Fidelity MSCI Health Care Index ETF	Added	9,163	+28	$748,617	+6.1%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,219	+1	$734,111	+1.1%	0.29%
BUFF		Added	13,504	+29	$727,595	+2.5%	0.29%
PSTP		Added	19,211	+7	$719,400	+1.8%	0.28%
SFLR		Added	18,381	+53	$715,939	+1.3%	0.28%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF CALL	NEW	6,400	NEW	$696,576	NEW	0.28%
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	Reduced	3,808	-106	$670,741	−2.3%	0.27%
IYF	iShares U.S. Financials ETF	Reduced	5,333	-249	$670,144	−5.8%	0.27%
GOOG	Alphabet Inc. Communication Services	Held	1,947	0	$663,420	−3.6%	0.26%
ORCL	Oracle Corp Technology	Added	4,480	+17	$615,104	−6.0%	0.24%
BA	Boeing Co Industrials	Held	3,182	0	$592,011	−14.1%	0.23%
GGLL	Direxion Daily GOOGL Bull 2X Shares	Reduced	5,904	-119	$586,916	−14.3%	0.23%
SOXX	iShares Semiconductor ETF	Added	1,001	+1	$569,208	−11.2%	0.23%
IYC	iShares U.S. Consumer Discretionary ETF	Reduced	5,771	-25,832	$546,975	−82.9%	0.22%
GEV	GE Vernova Inc. Industrials	Added	553	+5	$525,620	−18.4%	0.21%
FHN	First Horizon Corp Financial Services	Added	21,551	+115	$496,104	−9.7%	0.20%
AMGN	Amgen Inc Healthcare	Held	1,168	0	$492,323	+16.4%	0.19%
JNJ	Johnson & Johnson Healthcare	Added	1,857	+6	$491,622	+4.6%	0.19%
SPY	Spdr S&P 500 ETF Trust	Added	633	+1	$482,744	+2.3%	0.19%
TSCO	Tractor Supply Co Consumer Cyclical	Added	15,385	+78	$481,396	−0.5%	0.19%
RTX	RTX Corp Industrials	Held	2,575	0	$478,048	−2.2%	0.19%
GLD	Spdr Gold Trust	Added	1,073	+117	$408,641	+16.0%	0.16%

Showing the top 50 of 88 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.