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Filers›Holding Co.›SOUTHERN CAPITAL ADVISORS, LLC
DOSSIER · 13F-HR · Q1 2026

SOUTHERN CAPITAL ADVISORS, LLC

SOUTHERN's holding co. based in Chicago, IL — $214M in tracked AUM across 85 positions as of Q1 2026.

S
SOUTHERN·Chicago, IL·Holding Co.
CIK 0001909249 · last filed Mar 31, 2026
Total AUM
$214M
▲ 11.5%
vs prior
Holdings
85
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SOUTHERN CAPITAL ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IUSV
ISHARES TR
$30M296K14.2%
02
IVV
ISHARES TR
$26M40K12.2%
03
IJR
ISHARES TR
$20M163K9.5%
04
IEFA
ISHARES TR
$19M211K9.0%
05
IWP
ISHARES TR
$13M100K6.0%
06
UPS
UNITED PARCEL SVCS INC
$9M92K4.2%
07
FTEC
FIDELITY COVINGTON TRUST
$7M33K3.2%
08
IYJ
ISHARES TR
$6M44K3.0%
09
IEMG
ISHARES INC
$6M81K2.6%
10
AAPL
APPLE INC
$5M21K2.4%

Filing history

Filing history loading…
AI Agent · grounded in SOUTHERN
haiku-4-5 · 85 positions indexed
Sector mix
  • Tech13%
  • Financials21%
  • Communications6%
  • Industrials13%
  • Energy8%
  • Other39%
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