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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 692.0 $215K 0.10% $310.79 -9.6%
82 IJH ISHARES TR 3,120.0 $211K 0.10% $67.53 +10.1%
83 FNDF SCHWAB STRATEGIC TR 4,127.0 $202K 0.10% NEW $48.93 +10.5%
84 T AT&T INC Communication Services 6,926.0 $201K 0.09% -2K -24.6% $28.99 -14.1%
85 RIG TRANSOCEAN LTD Energy 13,000.0 $86K 0.04% -22K -62.9% $6.63 -6.8%
Page 5 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%