SOUTHERN CAPITAL ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Jackson, TN
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$213,588
Net value change ($000)
-3,162 (-1.5%)
New positions
5
Sold out positions
4
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEFA 2,987 18.5%
FSTA 2,919 713.7%
IYE 2,207 NEW
SYK 2,110 NEW
IJR 1,886 10.3%
IYJ 1,692 35.5%
IBB 818 20.8%
IWP 558 4.6%
IVV 430 1.7%
BRK-B 288 NEW
Top Reduces (Value $000, Stocks/ETFs)
IYG -5,953 -100.0%
COF -2,422 -100.0%
INTU -2,350 -88.8%
FTEC -2,185 -24.3%
NFLX -2,034 -100.0%
IYC -1,364 -31.1%
FCOM -705 -12.7%
MSFT -536 -24.5%
FDIS -495 -28.0%
GGLL -308 -39.2%
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