Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SOUTHERN CAPITAL ADVISORS, LLC (CIK 1909249) reported $213.6M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSV ($30.2M, 14.15%), IVV ($26.0M, 12.15%), IJR ($20.2M, 9.48%), IEFA ($19.1M, 8.95%), IWP ($12.8M, 5.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSV | ISHARES TR | $30.2M | 14.15% | 295,600 | Added |
| 2 | IVV | ISHARES TR | $26.0M | 12.15% | 39,736 | Added |
| 3 | IJR | ISHARES TR | $20.2M | 9.48% | 162,820 | Added |
| 4 | IEFA | ISHARES TR | $19.1M | 8.95% | 211,184 | Added |
| 5 | IWP | ISHARES TR | $12.8M | 5.98% | 99,763 | Added |
| 6 | UPS | UNITED PARCEL SVCS INC | $9.1M | 4.25% | 92,263 | Trimmed |
| 7 | FTEC | FIDELITY COVINGTON TRUST | $6.8M | 3.19% | 32,796 | Trimmed |
| 8 | IYJ | ISHARES TR | $6.5M | 3.02% | 43,785 | Added |
| 9 | IEMG | ISHARES INC | $5.7M | 2.65% | 81,078 | Trimmed |
| 10 | AAPL | APPLE INC | $5.2M | 2.45% | 20,591 | Added |
| 11 | FCOM | FIDELITY COVINGTON TRUST | $4.9M | 2.27% | 71,252 | Trimmed |
| 12 | IBB | ISHARES TR | $4.8M | 2.23% | 28,186 | Added |
| 13 | IVE | ISHARES TR | $4.4M | 2.05% | 20,691 | Added |
| 14 | IVW | ISHARES TR | $3.8M | 1.78% | 33,611 | Added |
| 15 | FSTA | FIDELITY COVINGTON TRUST | $3.3M | 1.56% | 63,603 | Added |
| 16 | PG | PROCTER & GAMBLE CO | $3.3M | 1.55% | 22,854 | Added |
| 17 | IYC | ISHARES TR | $3.0M | 1.41% | 31,174 | Trimmed |
| 18 | IWM | ISHARES TR | $2.4M | 1.12% | 9,655 | Added |
| 19 | IYE | ISHARES TR | $2.2M | 1.03% | 34,082 | New |
| 20 | SYK | STRYKER CORPORATION | $2.1M | 0.99% | 6,422 | New |
| 21 | GE | GE AEROSPACE | $2.0M | 0.94% | 7,065 | Added |
| 22 | AFL | AFLAC INC | $2.0M | 0.92% | 17,981 | Added |
| 23 | IWR | ISHARES TR | $1.9M | 0.89% | 19,489 | Added |
| 24 | VUG | VANGUARD INDEX FDS | $1.7M | 0.82% | 3,996 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.7M | 0.77% | 4,459 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31