Southern Capital Advisors, LLC holds a focused book of 84 stocks worth $239.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed United Parcel Service-CL B. Their largest long position is Ishares Core S&P U.S. Value at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1909249/holdings"
Use Arkolith to show SOUTHERN CAPITAL ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P US VLU | $34.3M | 311.4K | 14.3% | ▲+5.3% Added · +16K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $30.9M | 41.3K | 12.9% | ▲+3.8% Added · +2K sh | |
| 3 | Ishares TR CORE S&P SCP ETF | $25.4M | 170.9K | 10.6% | ▲+5.0% Added · +8K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $22.2M | 229.5K | 9.3% | ▲+8.7% Added · +18K sh | |
| 5 | Ishares TR RUS MD CP GR ETF | $15.7M | 107.3K | 6.6% | ▲+7.6% Added · +8K sh | |
| 6 | United Parcel Svcs Inc CL B | $9.8M | 91.6K | 4.1% | ▼−0.7% Reduced · −653 sh | |
| 7 | Fidelity Covington Trust MSCI INFO TECH I | $9.1M | 32.0K | 3.8% | ▼−2.5% Reduced · −824 sh | |
| 8 | Ishares TR US INDUSTRIALS | $7.3M | 44.1K | 3.1% | ▲+0.7% Added · +297 sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $7.0M | 84.1K | 2.9% | ▲+3.7% Added · +3K sh | |
| 10 | Ishares TR ISHARES BIOTECH | $5.5M | 29.0K | 2.3% | ▲+2.9% Added · +822 sh | |
| 11 | Apple Inc COM | $5.5M | 18.9K | 2.3% | ▼−8.4% Reduced · −2K sh | |
| 12 | Fidelity Covington Trust MSCI COMMNTN SVC | $5.0M | 71.8K | 2.1% | ▲+0.8% Added · +576 sh | |
| 13 | Ishares TR S&P 500 VAL ETF | $4.7M | 20.9K | 2.0% | ▲+0.8% Added · +173 sh | |
| 14 | Ishares TR S&P 500 GRWT ETF | $4.6M | 33.5K | 1.9% | ▼−0.3% Reduced · −105 sh | |
| 15 | Fidelity Covington Trust CONSMR STAPLES | $3.4M | 65.0K | 1.4% | ▲+2.2% Added · +1K sh | |
| 16 | Procter & Gamble Co COM | $3.4M | 22.8K | 1.4% | ▼~0% Reduced · −7 sh | |
| 17 | Ishares TR US CONSUM DISCRE | $3.2M | 31.6K | 1.3% | ▲+1.4% Added · +429 sh | |
| 18 | Ishares TR RUSSELL 2000 ETF | $2.9M | 9.6K | 1.2% | ▼−0.2% Reduced · −24 sh | |
| 19 | Ishares TR RUS MID CAP ETF | $2.2M | 19.6K | 0.9% | ▲+0.6% Added · +122 sh | |
| 20 | Aflac Inc COM | $2.1M | 18.0K | 0.9% | ▲+0.2% Added · +44 sh | |
| 21 | Vanguard Index FDS GROWTH ETF | $2.1M | 24.2K | 0.9% | ▲+504% Added · +20K sh | |
| 22 | Microsoft Corp COM | $1.7M | 4.5K | 0.7% | ▼−0.2% Reduced · −8 sh | |
| 23 | Fidelity Covington Trust MSCI CONSM DIS | $1.5M | 14.4K | 0.6% | ▲+5.9% Added · +805 sh | |
| 24 | BlackRock Inc COM | $1.4M | 1.5K | 0.6% | ▲+0.3% Added · +5 sh | |
| 25 | Nvidia Corporation COM | $1.3M | 6.6K | 0.6% | ▲+1.3% Added · +85 sh | |
| 26 | Vanguard World FD INF TECH ETF | $1.3M | 10.6K | 0.5% | ▲+705% Added · +9K sh | |
| 27 | Amazon Com Inc COM | $1.2M | 5.0K | 0.5% | ▲+0.4% Added · +18 sh | |
| 28 | Walmart Inc COM | $1.0M | 9.0K | 0.4% | ▲+0.3% Added · +25 sh | |
| 29 | Exxon Mobil Corp COM | $823K | 6.0K | 0.3% | ▲+0.5% Added · +27 sh | |
| 30 | Merck & Co Inc COM | $766K | 6.0K | 0.3% | ▲+0.1% Added · +8 sh | |
| 31 | JPMorgan Chase & Co COM | $726K | 2.2K | 0.3% | ▲+0.5% Added · +10 sh | |
| 32 | Ishares TR U.S. FINLS ETF | $712K | 5.6K | 0.3% | ▲+1.2% Added · +68 sh | |
| 33 | Innovator Etfs Trust LADERD ALCTN PWR | $710K | 13.5K | 0.3% | ▲+10.0% Added · +1K sh | |
| 34 | Innovator Etfs Trust QUITY MANAGD FLR | $707K | 18.3K | 0.3% | ▲+10% Added · +2K sh | |
| 35 | Innovator Etfs Trust POWER BUFFER SET | $706K | 19.2K | 0.3% | ▲+10% Added · +2K sh | |
| 36 | Fidelity Covington Trust MSCI HLTH CARE I | $706K | 9.1K | 0.3% | ▲+0.4% Added · +33 sh | |
| 37 | Boeing Co COM | $689K | 3.2K | 0.3% | ▲+0.1% Added · +3 sh | |
| 38 | Alphabet Inc CAP STK CL C | $688K | 1.9K | 0.3% | —Held | |
| 39 | Ishares TR US BR DEL SE ETF | $686K | 3.9K | 0.3% | ▼−0.9% Reduced · −37 sh | |
| 40 | Direxion Shares ETF Trust DLY GOOGL BUL 2X | $685K | 6.0K | 0.3% | ▼−1.6% Reduced · −96 sh | |
| 41 | Oracle Corp COM | $654K | 4.5K | 0.3% | ▲+0.4% Added · +17 sh | |
| 42 | Ge Vernova Inc COM | $643K | 548 | 0.3% | ▲+9.2% Added · +46 sh | |
| 43 | Ishares TR ISHARES SEMICDTR | $641K | 1.0K | 0.3% | ▲+0.2% Added · +2 sh | |
| 44 | First Horizon Corporation COM | $550K | 21.4K | 0.2% | ▲+0.5% Added · +112 sh | |
| 45 | RTX Corporation COM | $489K | 2.6K | 0.2% | ▲+0.5% Added · +12 sh | |
| 46 | Tractor Supply Co COM | $484K | 15.3K | 0.2% | ▲+0.6% Added · +89 sh | |
| 47 | International Business Machs COM | $477K | 1.7K | 0.2% | ▲+0.3% Added · +5 sh | |
| 48 | Home Depot Inc COM | $474K | 1.3K | 0.2% | ▲+0.2% Added · +3 sh | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $472K | 632 | 0.2% | ▲+26% Added · +130 sh | |
| 50 | Johnson & Johnson COM | $470K | 1.9K | 0.2% | ▲+0.5% Added · +10 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 84 | $239.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 85 | $213.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 84 | $216.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 82 | $213.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 81 | $195.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 78 | $180.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 74 | $180.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 75 | $177.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.