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Portfolio (Quarterly) Guide ↗

SOUTHERN CAPITAL ADVISORS, LLC

· CIK 0001909249
13F Portfolio $214M AUM 85 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 27 Added 15 Reduced 4 Exited
Page 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BUFF INNOVATOR ETFS TRUST 12,252.0 $605K 0.28% $49.41 +6.2%
42 PSTP INNOVATOR ETFS TRUST 17,449.0 $601K 0.28% $34.47 +6.4%
43 SFLR INNOVATOR ETFS TRUST 16,618.0 $588K 0.28% $35.41 +9.0%
44 GOOG ALPHABET INC Communication Services 1,947.0 $558K 0.26% +44.0 +2.3% $286.80 +34.2%
45 RTX RTX CORPORATION Industrials 2,563.0 $494K 0.23% $192.87 -8.4%
46 FHN FIRST HORIZON CORPORATION Financial Services 21,324.0 $485K 0.23% $22.76 +6.3%
47 GGLL DIREXION SHARES ETF TRUST 6,119.0 $478K 0.22% -2K -24.5% $78.04 +77.2%
48 JNJ JOHNSON & JOHNSON Healthcare 1,841.0 $450K 0.21% $244.45 -5.4%
49 HD HOME DEPOT INC Consumer Cyclical 1,342.0 $441K 0.21% +40.0 +3.1% $328.92 -3.4%
50 GEV GE VERNOVA INC Utilities 502.0 $438K 0.20% $872.10 +18.3%
51 LOW LOWES COS INC Consumer Cyclical 1,781.0 $421K 0.20% $236.24 -8.2%
52 GLD SPDR GOLD TR Financial Services 956.0 $411K 0.19% $430.29 -5.1%
53 AMGN AMGEN INC Healthcare 1,168.0 $411K 0.19% $351.85 -4.5%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 1,692.0 $410K 0.19% $242.38 +5.3%
55 META META PLATFORMS INC Communication Services 713.0 $408K 0.19% -121.0 -14.5% $571.84 +11.1%
56 CVX CHEVRON CORPORATION Energy 1,842.0 $381K 0.18% -154.0 -7.7% $206.89 -11.8%
57 USMV ISHARES TR 4,033.0 $374K 0.17% $92.75 +3.6%
58 KMI KINDER MORGAN INC DEL Energy 10,775.0 $361K 0.17% $33.53 -3.9%
59 KHC KRAFT HEINZ CO Consumer Defensive 15,500.0 $349K 0.16% $22.49 +8.4%
60 AZO AUTOZONE INC Consumer Cyclical 100.0 $338K 0.16% $3377.78 -10.4%
Page 3 of 5  ·  85 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 28.1%
Technology 21.2%
Financial Services 13.9%
Consumer Defensive 11.3%
Healthcare 9.6%
Consumer Cyclical 7.6%
Energy 4.2%
Communication Services 3.2%
Utilities 1.0%