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Latest SOUTHERN CAPITAL ADVISORS, LLC Stock Portfolio

SOUTHERN CAPITAL ADVISORS, LLC Performance:
2025 Q4: 2.01%YTD: 12.36%2024: 9.55%
Performance for 2025 Q4 is 2.01%, and YTD is 12.36%, and 2024 is 9.55%.

About SOUTHERN CAPITAL ADVISORS, LLC and 13F Hedge Fund Stock Holdings

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, SOUTHERN CAPITAL ADVISORS, LLC reported an equity portfolio of $216.8 Millions as of 31 Dec, 2025.

The top stock holdings of SOUTHERN CAPITAL ADVISORS, LLC are IJR, IJR, IJR. The fund has invested 13.9% of it's portfolio in ISHARES TR and 11.8% of portfolio in ISHARES TR.

The fund managers got completely rid off TRUIST FINL CORP (TFC), VANECK ETF TRUST (AFK) and KIMBERLY-CLARK CORP (KMB) stocks. They significantly reduced their stock positions in TRACTOR SUPPLY CO (TSCO), ORACLE CORP (ORCL) and GE VERNOVA INC. SOUTHERN CAPITAL ADVISORS, LLC opened new stock positions in NETFLIX INC (NFLX), TESLA INC (TSLA) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), META PLATFORMS INC (META) and NVIDIA CORPORATION (NVDA).

SOUTHERN CAPITAL ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SOUTHERN CAPITAL ADVISORS, LLC made a return of 2.01% in the last quarter. In trailing 12 months, it's portfolio return was 12.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
netflix inc2,033,770
tesla inc263,678
alphabet inc249,287
coca cola co210,779
rockwell automation inc208,931
New stocks bought by SOUTHERN CAPITAL ADVISORS, LLC

Additions

Ticker% Inc.
intuit478
meta platforms inc46.57
nvidia corporation28.23
ishares tr9.7
exxon mobil corp8.48
ishares tr7.07
ishares tr6.76
ishares tr6.03
Additions to existing portfolio by SOUTHERN CAPITAL ADVISORS, LLC

Reductions

Ticker% Reduced
tractor supply co-71.21
oracle corp-65.15
ge vernova inc-63.12
aflac inc-52.03
direxion shs etf tr-23.48
spdr gold tr-17.37
ge aerospace-11.46
spdr s&p 500 etf tr-6.74
SOUTHERN CAPITAL ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
truist finl corp-2,204,660
vaneck etf trust-402,594
kimberly-clark corp-211,378
SOUTHERN CAPITAL ADVISORS, LLC got rid off the above stocks

Sector Distribution

SOUTHERN CAPITAL ADVISORS, LLC has about 77.8% of it's holdings in Others sector.

Sector%
Others77.8
Technology6
Industrials5.9
Financial Services3
Consumer Defensive2.2
Consumer Cyclical1.7
Communication Services1.7

Market Cap. Distribution

SOUTHERN CAPITAL ADVISORS, LLC has about 21.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED77.8
LARGE-CAP11.1
MEGA-CAP10.5

Stocks belong to which Index?

About 21.6% of the stocks held by SOUTHERN CAPITAL ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others78.2
S&P 50021.6
Top 5 Winners (%)%
direxion shs etf tr
47.1 %
RIG
transocean ltd
32.4 %
GOOG
alphabet inc
28.8 %
ISRG
intuitive surgical inc
26.6 %
MRK
merck & co inc
25.3 %
Top 5 Winners ($)$
UPS
united parcel service inc
1.5 M
IJR
ishares tr
0.8 M
IJR
ishares tr
0.6 M
IJR
ishares tr
0.6 M
IBCE
ishares tr
0.4 M
Top 5 Losers (%)%
AZO
autozone inc
-20.9 %
ORCL
oracle corp
-20.7 %
HD
home depot inc
-15.1 %
T
at&t inc
-11.8 %
META
meta platforms inc
-8.6 %
Top 5 Losers ($)$
ORCL
oracle corp
-0.7 M
IJR
ishares tr
-0.5 M
PG
procter and gamble co
-0.2 M
TSCO
tractor supply co
-0.2 M
MSFT
microsoft corp
-0.2 M

SOUTHERN CAPITAL ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SOUTHERN CAPITAL ADVISORS, LLC

SOUTHERN CAPITAL ADVISORS, LLC has 84 stocks in it's portfolio. About 63.5% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. UPS was the most profitable stock for SOUTHERN CAPITAL ADVISORS, LLC last quarter.

Last Reported on: 28 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions