SOUTHERN CAPITAL ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Jackson, TN
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$239,453
Net value change ($000)
+25,865 (12.1%)
New positions
6
Sold out positions
7
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IJR 5,113 25.3%
IVV 4,940 19.0%
IUSV 4,078 13.5%
IEFA 3,042 15.9%
IWP 2,931 22.9%
FTEC 2,308 33.8%
IEMG 1,308 23.1%
IYJ 886 13.7%
IVW 806 21.2%
UPS 771 8.5%
Top Reduces (Value $000, Stocks/ETFs)
IYE -2,207 -100.0%
SYK -2,110 -100.0%
GE -2,005 -100.0%
INTU -296 -100.0%
NOC -255 -100.0%
MCD -215 -100.0%
TSCO -205 -29.8%
T -201 -100.0%
XOM -194 -19.1%
META -100 -24.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type