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CIK: 0001909249
Total reported value
$266.1M
$266.1M
84 檔
48.3%
In Q2 2026, Southern Capital Advisors, LLC's U.S. equity holdings reached a combined market value of $266.1M, distributed across 84 disclosed stock positions.
In Q2 2026, Southern Capital Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 50 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 14.33% | -0.38% | +5.35% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.90% | -0.18% | +3.83% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.59% | -1.20% | +4.99% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.25% | +0.03% | +8.65% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 6.56% | -6.56% | EXIT | |
| 6 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.11% | -0.90% | -0.71% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.81% | -0.21% | -2.51% | |
| 8 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 3.07% | -0.48% | +0.68% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.91% | -0.18% | +3.68% | |
| 10 | IBB | Ishares Biotechnology ETF | ETF-Tech | 2.30% | -0.01% | +2.92% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.07% | -8.38% | |
| 12 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.08% | -0.09% | +0.81% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.98% | -0.26% | +0.84% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.92% | -0.05% | -0.31% | |
| 15 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.43% | -0.14% | +2.20% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.16% | -0.03% | |
| 17 | IYC | Ishares US Consumer Discreti | ETF-Other | 1.33% | -1.12% | +1.38% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.21% | -0.20% | -0.25% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.90% | +6.10% | +0.63% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 0.88% | -0.12% | +0.24% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | -0.05% | +504.40% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.17% | -0.18% | |
| 23 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.62% | -0.10% | +5.90% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.59% | — | +0.34% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.02% | +1.30% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.53% | -0.03% | +705.40% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | -0.02% | +0.36% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.07% | +0.28% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.34% | EXIT | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | +0.01% | +0.13% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.02% | +0.45% | |
| 32 | IYF | Ishares US Financials ETF | ETF-Other | 0.30% | -0.05% | +1.23% | |
| 33 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.30% | -0.03% | +9.98% | |
| 34 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.30% | -0.03% | +10.29% | |
| 35 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.30% | -0.03% | +10.06% | |
| 36 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.29% | -0.01% | +0.36% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.29% | -0.07% | +0.09% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.04% | — | |
| 39 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 0.29% | -0.04% | -0.94% | |
| 40 | GGLL | Direxion Daily Googl Bull 2x | ETF-Other | 0.29% | -0.07% | -1.57% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.04% | +0.38% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.27% | -0.07% | +9.16% | |
| 43 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.27% | -0.06% | +0.20% | |
| 44 | FHN | First Horizon CORP | Stock-Financials | 0.23% | -0.04% | +0.53% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.20% | -0.02% | +0.47% | |
| 46 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.20% | -0.02% | +0.58% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | -0.06% | +0.30% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.06% | +0.22% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | -0.02% | +25.90% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.02% | +0.54% |
According to official SEC Form 13F filings, Southern Capital Advisors, LLC reported a total U.S. public equity portfolio value of $266.1M across 84 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IUSV, IVV, IJR) accounted for 48.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
INTC
市值: $296.0K
Top Position Liquidated / Trimmed
IYE
前期市值: $2.2M
During Q2 2026, Southern Capital Advisors, LLC's top holdings by market value included IUSV (14.3%)、IVV (12.9%)、IJR (10.6%). The largest single position, IUSV, represented 14.3% of total portfolio value.
In Q2 2026, Southern Capital Advisors, LLC made 76 total portfolio adjustments, initiating 6 new buys, adding to 50 positions, trimming 13 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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