SOUTHERN CAPITAL ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Jackson, TN
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$216,750
Net value change ($000)
+3,371 (1.6%)
New positions
5
Sold out positions
3
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTU 2,175 461.8%
NFLX 2,034 NEW
IUSV 1,426 5.0%
UPS 1,393 17.9%
IEFA 1,384 9.4%
IJR 1,238 7.2%
IVV 758 3.1%
IBB 695 21.4%
AAPL 353 6.8%
COF 303 14.3%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,686 -75.8%
TSCO -2,237 -74.7%
TFC -2,205 -100.0%
AFL -2,199 -52.6%
GEV -509 -60.8%
GDXJ -403 -100.0%
PG -278 -7.9%
GE -211 -9.3%
KMB -211 -100.0%
IWP -206 -1.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type