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Portfolio (Quarterly) Guide ↗

SOUTHERN CAPITAL ADVISORS, LLC

· CIK 0001909249
13F Portfolio $214M AUM 85 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 27 Added 15 Reduced 4 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAI ISHARES TR 3,951.0 $649K 0.30% +210.0 +5.6% $164.20 +8.2%
22 FIDELITY COVINGTON TRUST 9,102.0 $640K 0.30% +77.0 +0.8% $70.36
23 GOOG ALPHABET INC Communication Services 1,947.0 $558K 0.26% +44.0 +2.3% $286.80 +34.2%
24 HD HOME DEPOT INC Consumer Cyclical 1,342.0 $441K 0.21% +40.0 +3.1% $328.92 -3.4%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 502.0 $326K 0.15% +18.0 +3.7% $650.25 +15.4%
26 ISRG INTUITIVE SURGICAL INC Healthcare 700.0 $323K 0.15% +100.0 +16.7% $460.99 -9.2%
27 ITOT ISHARES TR 1,961.0 $279K 0.13% +16.0 +0.8% $142.43 +15.2%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 28.1%
Technology 21.2%
Financial Services 13.9%
Consumer Defensive 11.3%
Healthcare 9.6%
Consumer Cyclical 7.6%
Energy 4.2%
Communication Services 3.2%
Utilities 1.0%