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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
Page 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 24,152.0 $2.1M 0.87% +20K +504.4% $86.14 +2.7%
22 MSFT MICROSOFT CORP Technology 4,451.0 $1.7M 0.69% $373.03 +34.0%
23 FDIS FIDELITY COVINGTON TRUST 14,449.0 $1.5M 0.62% +805.0 +5.9% $102.84 -2.2%
24 BLK BLACKROCK INC Financial Services 1,467.0 $1.4M 0.59% $961.71 +16.7%
25 NVDA NVIDIA CORPORATION Technology 6,618.0 $1.3M 0.55% +85.0 +1.3% $200.10 +15.1%
26 VGT VANGUARD WORLD FD 10,583.0 $1.3M 0.53% +9K +705.4% $119.52 +1.5%
27 AMZN AMAZON COM INC Consumer Cyclical 4,971.0 $1.2M 0.49% $238.33 +8.5%
28 WMT WALMART INC Consumer Defensive 8,968.0 $1.0M 0.42% $113.26 -5.4%
29 XOM EXXON MOBIL CORP Energy 6,019.0 $823K 0.34% $136.73 +16.6%
30 MRK MERCK & CO INC Healthcare 5,961.0 $766K 0.32% $128.50 +17.0%
31 JPM JPMORGAN CHASE & CO Financial Services 2,218.0 $726K 0.30% $327.38 +9.5%
32 IYF ISHARES TR 5,582.0 $712K 0.30% +68.0 +1.2% $127.52 +8.2%
33 BUFF INNOVATOR ETFS TRUST 13,475.0 $710K 0.30% +1K +10.0% $52.68 +2.3%
34 SFLR INNOVATOR ETFS TRUST 18,328.0 $707K 0.29% +2K +10.3% $38.58 +1.4%
35 PSTP INNOVATOR ETFS TRUST 19,204.0 $706K 0.29% +2K +10.1% $36.78 +2.1%
36 FIDELITY COVINGTON TRUST 9,135.0 $706K 0.29% $77.25
37 BA BOEING CO Industrials 3,182.0 $689K 0.29% $216.47 -1.9%
38 GOOG ALPHABET INC 1,947.0 $688K 0.29% $353.29
39 IAI ISHARES TR 3,914.0 $686K 0.29% -37.0 -0.9% $175.31 +12.1%
40 GGLL DIREXION SHARES ETF TRUST 6,023.0 $685K 0.29% -96.0 -1.6% $113.70 -13.9%
Page 2 of 5  ·  84 positions

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%