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Portfolio (Quarterly) Guide ↗

SOUTHERN CAPITAL ADVISORS, LLC

· CIK 0001909249
13F Portfolio $239M AUM 84 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 31 Added 9 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 2,120.0 $296K 0.12% NEW $139.63 -31.4%
2 ROK ROCKWELL AUTOMATION INC Industrials 537.0 $266K 0.11% NEW $495.08 -12.4%
3 VIG VANGUARD SPECIALIZED FUNDS 992.0 $235K 0.10% NEW $236.68 +2.3%
4 CSCO CISCO SYS INC Technology 1,985.0 $233K 0.10% NEW $117.46 -7.0%
5 XLK SELECT SECTOR SPDR TR 1,119.0 $213K 0.09% NEW $190.47 -1.7%
6 TFLO ISHARES TR 4,160.0 $211K 0.09% NEW $50.63 -0.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 27.5%
Technology 24.6%
Financial Services 16.0%
Consumer Defensive 12.1%
Consumer Cyclical 7.6%
Healthcare 5.5%
Energy 3.7%
Utilities 1.6%
Communication Services 1.4%