SOUTHERN CAPITAL ADVISORS, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Industrials | 29.1% | $12,902,138 |
| Technology | 21.2% | $9,376,086 |
| Financial Services | 12.8% | $5,668,951 |
| Consumer Defensive | 11.3% | $4,990,352 |
| Healthcare | 9.7% | $4,272,902 |
| Consumer Cyclical | 7.6% | $3,353,809 |
| Energy | 4.2% | $1,845,186 |
| Unclassified | 2.3% | $1,023,395 |
| Communication Services | 1.9% | $837,609 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
3 positions ·
$837,609 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 713 | $407,928 | 48.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 796 | $228,897 | 27.33% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 6,926 | $200,784 | 23.97% |