Southern Capital Advisors

Jackson, TNfiles as SOUTHERN CAPITAL ADVISORS, LLC

$239m in 84 US stocks at the end of 30 June 2026. The top 10 are 69.8% of the money. It changed about 5.4% of the portfolio this quarter.

Value

$239m

Stocks

Top 10 share

69.8%

Turnover

5.4%

What changed this quarter

New

Bought for the first time this quarter.

IntelINTC
0.1% of the fund
Rockwell AutomationROK
0.1% of the fund
Vanguard Specialized FundsVIG
<0.1% of the fund
Cisco SystemsCSCO
<0.1% of the fund
Select Sector Spdr TRXLK
<0.1% of the fund
Ishares TRTFLO
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIUSV
14.3% of the fund
+5%
Ishares TRIVV
12.9% of the fund
+4%
Ishares TRIJR
10.6% of the fund
+5%
Ishares TRIEFA
9.3% of the fund
+9%
Ishares TRIWP
6.6% of the fund
+8%
IsharesIEMG
2.9% of the fund
+4%
Ishares TRIBB
2.3% of the fund
+3%
Fidelity Covington TrustFSTA
1.4% of the fund
+2%
Fidelity Covington TrustFDIS
0.6% of the fund
+6%
Innovator Etfs TrustBUFF
0.3% of the fund
+10%
Innovator Etfs TrustSFLR
0.3% of the fund
+10%
Innovator Etfs TrustPSTP
0.3% of the fund
+10%
GE VernovaGEV
0.3% of the fund
+9%
State STR Spdr S&P 500 ETF TSPY
0.2% of the fund
+26%
Ishares TRITOT
0.2% of the fund
+19%
Vanguard Index FDSVB
0.1% of the fund
+3%
Vanguard Index FDSVO
0.1% of the fund
+4%

Cut

Sold some of their stake.

Fidelity Covington TrustFTEC
3.8% of the fund
-3%
AppleAAPL
2.3% of the fund
-8%
Regions FinancialRF
0.2% of the fund
-2%
Meta PlatformsMETA
0.1% of the fund
-23%
Fidelity Merrimack STR TRFLTB
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Ishares TRIYE
-100%
StrykerSYK
-100%
General ElectricGE
-100%
IntuitINTU
-100%
Northrop GrummanNOC
-100%
McDonald'sMCD
-100%
AT&TT
-100%

Holdings

Ishares TRIUSV
Share
14.3%
Value
$34m
Shares
311,418
+5%
Ishares TRIVV
Share
12.9%
Value
$31m
Shares
41,256
+4%
Ishares TRIJR
Share
10.6%
Value
$25m
Shares
170,944
+5%
Ishares TRIEFA
Share
9.3%
Value
$22m
Shares
229,454
+9%
Ishares TRIWP
Share
6.6%
Value
$16m
Shares
107,320
+8%
United Parcel ServiceUPS
Share
4.1%
Value
$10m
Shares
91,610
Held
Fidelity Covington TrustFTEC
Share
3.8%
Value
$9m
Shares
31,972
-3%
Ishares TRIYJ
Share
3.1%
Value
$7m
Shares
44,082
Held
IsharesIEMG
Share
2.9%
Value
$7m
Shares
84,059
+4%
Ishares TRIBB
Share
2.3%
Value
$6m
Shares
29,008
+3%
AppleAAPL
Share
2.3%
Value
$5m
Shares
18,866
-8%
Fidelity Covington TrustFCOM
Share
2.1%
Value
$5m
Shares
71,828
Held
Ishares TRIVE
Share
2.0%
Value
$5m
Shares
20,864
Held
Ishares TRIVW
Share
1.9%
Value
$5m
Shares
33,506
Held
Fidelity Covington TrustFSTA
Share
1.4%
Value
$3m
Shares
65,003
+2%
Procter & GamblePG
Share
1.4%
Value
$3m
Shares
22,847
Held
Ishares TRIYC
Share
1.3%
Value
$3m
Shares
31,603
Held
Ishares TRIWM
Share
1.2%
Value
$3m
Shares
9,631
Held
Ishares TRIWR
Share
0.9%
Value
$2m
Shares
19,611
Held
AflacAFL
Share
0.9%
Value
$2m
Shares
18,025
Held
Vanguard Index FDSVUG
Share
0.9%
Value
$2m
Shares
24,152
Held
MicrosoftMSFT
Share
0.7%
Value
$2m
Shares
4,451
Held
Fidelity Covington TrustFDIS
Share
0.6%
Value
$1m
Shares
14,449
+6%
BlackRockBLK
Share
0.6%
Value
$1m
Shares
1,467
Held
NvidiaNVDA
Share
0.6%
Value
$1m
Shares
6,618
Held
Vanguard World FDVGT
Share
0.5%
Value
$1m
Shares
10,583
Held
Amazon.comAMZN
Share
0.5%
Value
$1m
Shares
4,971
Held
WalmartWMT
Share
0.4%
Value
$1m
Shares
8,968
Held
ExxonMobil HoldingsXOM
Share
0.3%
Value
$822,962
Shares
6,019
Held
MerckMRK
Share
0.3%
Value
$765,987
Shares
5,961
Held
JPMorgan ChaseJPM
Share
0.3%
Value
$726,127
Shares
2,218
Held
Ishares TRIYF
Share
0.3%
Value
$711,807
Shares
5,582
Held
Innovator Etfs TrustBUFF
Share
0.3%
Value
$709,837
Shares
13,475
+10%
Innovator Etfs TrustSFLR
Share
0.3%
Value
$707,086
Shares
18,328
+10%
Innovator Etfs TrustPSTP
Share
0.3%
Value
$706,402
Shares
19,204
+10%
Fidelity Covington TrustFHLC
Share
0.3%
Value
$705,667
Shares
9,135
Held
BoeingBA
Share
0.3%
Value
$688,807
Shares
3,182
Held
AlphabetGOOG
Share
0.3%
Value
$687,863
Shares
1,947
Held
Ishares TRIAI
Share
0.3%
Value
$686,169
Shares
3,914
Held
Direxion Shares ETF TrustGGLL
Share
0.3%
Value
$684,788
Shares
6,023
Held
OracleORCL
Share
0.3%
Value
$653,995
Shares
4,463
Held
GE VernovaGEV
Share
0.3%
Value
$643,419
Shares
548
+9%
Ishares TRSOXX
Share
0.3%
Value
$640,691
Shares
1,000
Held
First HorizonFHN
Share
0.2%
Value
$549,610
Shares
21,436
Held
RTXRTX
Share
0.2%
Value
$488,568
Shares
2,575
Held
Tractor SupplyTSCO
Share
0.2%
Value
$483,868
Shares
15,307
Held
International Business MachinesIBM
Share
0.2%
Value
$477,319
Shares
1,697
Held
Home DepotHD
Share
0.2%
Value
$474,211
Shares
1,345
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$471,757
Shares
632
+26%
Johnson & JohnsonJNJ
Share
0.2%
Value
$470,170
Shares
1,851
Held
AmgenAMGN
Share
0.2%
Value
$422,956
Shares
1,168
Held
Lowe's CompaniesLOW
Share
0.2%
Value
$395,249
Shares
1,793
Held
Ishares TRUSMV
Share
0.2%
Value
$390,271
Shares
4,046
Held
Ishares TRITOT
Share
0.2%
Value
$384,064
Shares
2,338
+19%
Kraft HeinzKHC
Share
0.2%
Value
$366,110
Shares
15,500
Held
Regions FinancialRF
Share
0.2%
Value
$365,318
Shares
12,097
-2%
Spdr Gold TRGLD
Share
0.1%
Value
$352,172
Shares
956
Held
Bank of AmericaBAC
Share
0.1%
Value
$348,943
Shares
6,124
Held
Kinder MorganKMI
Share
0.1%
Value
$344,477
Shares
10,775
Held
Vanguard Index FDSVB
Share
0.1%
Value
$325,279
Shares
1,073
+3%
AutozoneAZO
Share
0.1%
Value
$319,594
Shares
100
Held
Vanguard Index FDSVO
Share
0.1%
Value
$315,679
Shares
3,918
+4%
Meta PlatformsMETA
Share
0.1%
Value
$308,122
Shares
547
-23%
AbbVieABBV
Share
0.1%
Value
$304,816
Shares
1,211
Held
ChevronCVX
Share
0.1%
Value
$303,014
Shares
1,828
Held
Fidelity Covington TrustFDVV
Share
0.1%
Value
$301,450
Shares
5,000
Held
Berkshire HathawayBRK-B
Share
0.1%
Value
$300,234
Shares
600
Held
Ishares TRIYM
Share
0.1%
Value
$297,791
Shares
1,659
Held
IntelINTC
Share
0.1%
Value
$296,016
Shares
2,120
New
AlphabetGOOGL
Share
0.1%
Value
$286,090
Shares
801
Held
Flagstar Bank, National AssociationFLG
Share
0.1%
Value
$279,037
Shares
18,677
Held
Intuitive SurgicalISRG
Share
0.1%
Value
$278,376
Shares
700
Held
Rockwell AutomationROK
Share
0.1%
Value
$265,858
Shares
537
New
TeslaTSLA
Share
0.1%
Value
$246,604
Shares
586
Held
Coca-ColaKO
Share
0.1%
Value
$245,029
Shares
3,015
Held
Etfs Gold TRSGOL
Share
0.1%
Value
$244,672
Shares
6,400
Held
Ishares TRIJH
Share
0.1%
Value
$240,583
Shares
3,120
Held
Vanguard Specialized FundsVIG
Share
<0.1%
Value
$234,787
Shares
992
New
Cisco SystemsCSCO
Share
<0.1%
Value
$233,162
Shares
1,985
New
Schwab Strategic TRFNDF
Share
<0.1%
Value
$217,740
Shares
4,127
Held
Select Sector Spdr TRXLK
Share
<0.1%
Value
$213,133
Shares
1,119
New
Fidelity Merrimack STR TRFLTB
Share
<0.1%
Value
$211,188
Shares
4,213
-3%
Ishares TRTFLO
Share
<0.1%
Value
$210,620
Shares
4,160
New
TransoceanRIG
Share
<0.1%
Value
$63,570
Shares
13,000
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIUSV	14.3%	$34m	311,418	+5%
Ishares TRIVV	12.9%	$31m	41,256	+4%
Ishares TRIJR	10.6%	$25m	170,944	+5%
Ishares TRIEFA	9.3%	$22m	229,454	+9%
Ishares TRIWP	6.6%	$16m	107,320	+8%
United Parcel ServiceUPS	4.1%	$10m	91,610	Held
Fidelity Covington TrustFTEC	3.8%	$9m	31,972	-3%
Ishares TRIYJ	3.1%	$7m	44,082	Held
IsharesIEMG	2.9%	$7m	84,059	+4%
Ishares TRIBB	2.3%	$6m	29,008	+3%
AppleAAPL	2.3%	$5m	18,866	-8%
Fidelity Covington TrustFCOM	2.1%	$5m	71,828	Held
Ishares TRIVE	2.0%	$5m	20,864	Held
Ishares TRIVW	1.9%	$5m	33,506	Held
Fidelity Covington TrustFSTA	1.4%	$3m	65,003	+2%
Procter & GamblePG	1.4%	$3m	22,847	Held
Ishares TRIYC	1.3%	$3m	31,603	Held
Ishares TRIWM	1.2%	$3m	9,631	Held
Ishares TRIWR	0.9%	$2m	19,611	Held
AflacAFL	0.9%	$2m	18,025	Held
Vanguard Index FDSVUG	0.9%	$2m	24,152	Held
MicrosoftMSFT	0.7%	$2m	4,451	Held
Fidelity Covington TrustFDIS	0.6%	$1m	14,449	+6%
BlackRockBLK	0.6%	$1m	1,467	Held
NvidiaNVDA	0.6%	$1m	6,618	Held
Vanguard World FDVGT	0.5%	$1m	10,583	Held
Amazon.comAMZN	0.5%	$1m	4,971	Held
WalmartWMT	0.4%	$1m	8,968	Held
ExxonMobil HoldingsXOM	0.3%	$822,962	6,019	Held
MerckMRK	0.3%	$765,987	5,961	Held
JPMorgan ChaseJPM	0.3%	$726,127	2,218	Held
Ishares TRIYF	0.3%	$711,807	5,582	Held
Innovator Etfs TrustBUFF	0.3%	$709,837	13,475	+10%
Innovator Etfs TrustSFLR	0.3%	$707,086	18,328	+10%
Innovator Etfs TrustPSTP	0.3%	$706,402	19,204	+10%
Fidelity Covington TrustFHLC	0.3%	$705,667	9,135	Held
BoeingBA	0.3%	$688,807	3,182	Held
AlphabetGOOG	0.3%	$687,863	1,947	Held
Ishares TRIAI	0.3%	$686,169	3,914	Held
Direxion Shares ETF TrustGGLL	0.3%	$684,788	6,023	Held
OracleORCL	0.3%	$653,995	4,463	Held
GE VernovaGEV	0.3%	$643,419	548	+9%
Ishares TRSOXX	0.3%	$640,691	1,000	Held
First HorizonFHN	0.2%	$549,610	21,436	Held
RTXRTX	0.2%	$488,568	2,575	Held
Tractor SupplyTSCO	0.2%	$483,868	15,307	Held
International Business MachinesIBM	0.2%	$477,319	1,697	Held
Home DepotHD	0.2%	$474,211	1,345	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$471,757	632	+26%
Johnson & JohnsonJNJ	0.2%	$470,170	1,851	Held
AmgenAMGN	0.2%	$422,956	1,168	Held
Lowe's CompaniesLOW	0.2%	$395,249	1,793	Held
Ishares TRUSMV	0.2%	$390,271	4,046	Held
Ishares TRITOT	0.2%	$384,064	2,338	+19%
Kraft HeinzKHC	0.2%	$366,110	15,500	Held
Regions FinancialRF	0.2%	$365,318	12,097	-2%
Spdr Gold TRGLD	0.1%	$352,172	956	Held
Bank of AmericaBAC	0.1%	$348,943	6,124	Held
Kinder MorganKMI	0.1%	$344,477	10,775	Held
Vanguard Index FDSVB	0.1%	$325,279	1,073	+3%
AutozoneAZO	0.1%	$319,594	100	Held
Vanguard Index FDSVO	0.1%	$315,679	3,918	+4%
Meta PlatformsMETA	0.1%	$308,122	547	-23%
AbbVieABBV	0.1%	$304,816	1,211	Held
ChevronCVX	0.1%	$303,014	1,828	Held
Fidelity Covington TrustFDVV	0.1%	$301,450	5,000	Held
Berkshire HathawayBRK-B	0.1%	$300,234	600	Held
Ishares TRIYM	0.1%	$297,791	1,659	Held
IntelINTC	0.1%	$296,016	2,120	New
AlphabetGOOGL	0.1%	$286,090	801	Held
Flagstar Bank, National AssociationFLG	0.1%	$279,037	18,677	Held
Intuitive SurgicalISRG	0.1%	$278,376	700	Held
Rockwell AutomationROK	0.1%	$265,858	537	New
TeslaTSLA	0.1%	$246,604	586	Held
Coca-ColaKO	0.1%	$245,029	3,015	Held
Etfs Gold TRSGOL	0.1%	$244,672	6,400	Held
Ishares TRIJH	0.1%	$240,583	3,120	Held
Vanguard Specialized FundsVIG	<0.1%	$234,787	992	New
Cisco SystemsCSCO	<0.1%	$233,162	1,985	New
Schwab Strategic TRFNDF	<0.1%	$217,740	4,127	Held
Select Sector Spdr TRXLK	<0.1%	$213,133	1,119	New
Fidelity Merrimack STR TRFLTB	<0.1%	$211,188	4,213	-3%
Ishares TRTFLO	<0.1%	$210,620	4,160	New
TransoceanRIG	<0.1%	$63,570	13,000	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.5% since 30 June 2025.

Where the money is

Industrials5.0%

Technology4.2%

Financial services2.5%

Everyday goods2.1%

Retail & consumer1.3%

Health care0.9%

Energy0.6%

Media & telecom0.5%

Other82.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.