StockDriftsStockDriftsTop 50 Southern Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES TR | 14.33% | 311.4K | $34.3M | +5.35%(+15.82K) | $77.96(+47.96%) | 2026-06-30 | |
| IVV | ISHARES TR | 12.9% | 41.3K | $30.9M | +3.83%(+1.52K) | $481.69(+61.71%) | 2026-06-30 | |
| IJR | ISHARES TR | 10.59% | 170.9K | $25.4M | +4.99%(+8.12K) | $112.10(+33.77%) | 2026-06-30 | |
| IEFA | ISHARES TR | 9.25% | 229.5K | $22.2M | +8.65%(+18.27K) | $77.71(+30.38%) | 2026-06-30 | |
| IWP | ISHARES TR | 6.56% | 107.3K | $15.7M | +7.57%(+7.56K) | $114.86(+28.79%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 4.11% | 91.6K | $9.8M | -0.71%(-653) | $195.66(-47.39%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 3.81% | 32.0K | $9.1M | -2.51%(-824) | $129.91(+125.15%) | 2026-06-30 | |
| IYJ | ISHARES TR | 3.07% | 44.1K | $7.3M | +0.68%(+297) | $115.11(+47.22%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.91% | 84.1K | $7.0M | +3.68%(+2.98K) | $55.67(+48.43%) | 2026-06-30 | |
| IBB | ISHARES TR | 2.3% | 29.0K | $5.5M | +2.92%(+822) | $142.30(+40.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.70% | +39.37% | — | — | +26.13% |
| Top 20 Holdings Unweighted | +12.75% | +43.34% | — | — | +29.49% |
Southern Capital Advisors LLC reports $239.45M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are IUSV (14.3%), IVV (12.9%) and IJR (10.6%). The top 20 holdings account for 85.24% of reported assets. Its disclosed equity book has returned +39.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Southern Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909249). View Southern Capital Advisors LLC’s 13F filings on SEC