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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 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AZO AUTOZONE INC Consumer Cyclical 100.0 $320K 0.13% $3195.94 -6.7%
62 VO VANGUARD INDEX FDS 3,918.0 $316K 0.13% +3K +314.2% $80.57 +2.1%
63 META META PLATFORMS INC Communication Services 547.0 $308K 0.13% -166.0 -23.3% $563.29 +9.5%
64 ABBV ABBVIE INC Healthcare 1,211.0 $305K 0.13% $251.71 +1.8%
65 CVX CHEVRON CORPORATION Energy 1,828.0 $303K 0.13% -14.0 -0.8% $165.76 +25.8%
66 FDVV FIDELITY COVINGTON TRUST 5,000.0 $301K 0.13% $60.29 +5.2%
67 BERKSHIRE HATHAWAY INC DEL 600.0 $300K 0.12% $500.39
68 IYM ISHARES TR 1,659.0 $298K 0.12% $179.50 +6.5%
69 INTC INTEL CORP Technology 2,120.0 $296K 0.12% NEW $139.63 -31.4%
70 GOOGL ALPHABET INC Communication Services 801.0 $286K 0.12% +5.0 +0.6% $357.17 -5.2%
71 FLAGSTAR BANK NATIONAL ASSOC 18,677.0 $279K 0.12% $14.94
72 ISRG INTUITIVE SURGICAL INC Healthcare 700.0 $278K 0.12% $397.68 -7.8%
73 ROK ROCKWELL AUTOMATION INC Industrials 537.0 $266K 0.11% NEW $495.08 -12.4%
74 TSLA TESLA INC Consumer Cyclical 586.0 $247K 0.10% $420.83 -15.9%
75 KO COCA COLA CO Consumer Defensive 3,015.0 $245K 0.10% $81.27 +8.4%
76 SGOL ETFS GOLD TR Financial Services 6,400.0 $245K 0.10% $38.23 +10.5%
77 IJH ISHARES TR 3,120.0 $241K 0.10% $77.11 -1.6%
78 VIG VANGUARD SPECIALIZED FUNDS 992.0 $235K 0.10% NEW $236.68 +2.3%
79 CSCO CISCO SYS INC Technology 1,985.0 $233K 0.10% NEW $117.46 -7.0%
80 FNDF SCHWAB STRATEGIC TR 4,127.0 $218K 0.09% $52.76 +6.7%
Page 4 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%