Arkolith/Funds/Southern Capital Advisors, LLC

Southern Capital Advisors, LLC

CIK 1909249
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show SOUTHERN CAPITAL ADVISORS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
50
existing
Trimmed
13
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
70%
Top 20 holdings
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
5%
Industrials
5%
Financials
3%
Consumer Discretionary
2%
Materials
1%
Health Care
1%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

84 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P US VLU
$34.3M311.4K
14.3%
+5.3%
Added · +16K sh
2Ishares TR
CORE S&P500 ETF
$30.9M41.3K
12.9%
+3.8%
Added · +2K sh
3Ishares TR
CORE S&P SCP ETF
$25.4M170.9K
10.6%
+5.0%
Added · +8K sh
4Ishares TR
CORE MSCI EAFE
$22.2M229.5K
9.3%
+8.7%
Added · +18K sh
5Ishares TR
RUS MD CP GR ETF
$15.7M107.3K
6.6%
+7.6%
Added · +8K sh
6United Parcel Svcs Inc
CL B
$9.8M91.6K
4.1%
−0.7%
Reduced · −653 sh
7Fidelity Covington Trust
MSCI INFO TECH I
$9.1M32.0K
3.8%
−2.5%
Reduced · −824 sh
8Ishares TR
US INDUSTRIALS
$7.3M44.1K
3.1%
+0.7%
Added · +297 sh
9Ishares Inc
CORE MSCI EMKT
$7.0M84.1K
2.9%
+3.7%
Added · +3K sh
10Ishares TR
ISHARES BIOTECH
$5.5M29.0K
2.3%
+2.9%
Added · +822 sh
11Apple Inc
COM
$5.5M18.9K
2.3%
−8.4%
Reduced · −2K sh
12Fidelity Covington Trust
MSCI COMMNTN SVC
$5.0M71.8K
2.1%
+0.8%
Added · +576 sh
13Ishares TR
S&P 500 VAL ETF
$4.7M20.9K
2.0%
+0.8%
Added · +173 sh
14Ishares TR
S&P 500 GRWT ETF
$4.6M33.5K
1.9%
−0.3%
Reduced · −105 sh
15Fidelity Covington Trust
CONSMR STAPLES
$3.4M65.0K
1.4%
+2.2%
Added · +1K sh
16Procter & Gamble Co
COM
$3.4M22.8K
1.4%
~0%
Reduced · −7 sh
17Ishares TR
US CONSUM DISCRE
$3.2M31.6K
1.3%
+1.4%
Added · +429 sh
18Ishares TR
RUSSELL 2000 ETF
$2.9M9.6K
1.2%
−0.2%
Reduced · −24 sh
19Ishares TR
RUS MID CAP ETF
$2.2M19.6K
0.9%
+0.6%
Added · +122 sh
20Aflac Inc
COM
$2.1M18.0K
0.9%
+0.2%
Added · +44 sh
21Vanguard Index FDS
GROWTH ETF
$2.1M24.2K
0.9%
+504%
Added · +20K sh
22Microsoft Corp
COM
$1.7M4.5K
0.7%
−0.2%
Reduced · −8 sh
23Fidelity Covington Trust
MSCI CONSM DIS
$1.5M14.4K
0.6%
+5.9%
Added · +805 sh
24BlackRock Inc
COM
$1.4M1.5K
0.6%
+0.3%
Added · +5 sh
25Nvidia Corporation
COM
$1.3M6.6K
0.6%
+1.3%
Added · +85 sh
26Vanguard World FD
INF TECH ETF
$1.3M10.6K
0.5%
+705%
Added · +9K sh
27Amazon Com Inc
COM
$1.2M5.0K
0.5%
+0.4%
Added · +18 sh
28Walmart Inc
COM
$1.0M9.0K
0.4%
+0.3%
Added · +25 sh
29Exxon Mobil Corp
COM
$823K6.0K
0.3%
+0.5%
Added · +27 sh
30Merck & Co Inc
COM
$766K6.0K
0.3%
+0.1%
Added · +8 sh
31JPMorgan Chase & Co
COM
$726K2.2K
0.3%
+0.5%
Added · +10 sh
32Ishares TR
U.S. FINLS ETF
$712K5.6K
0.3%
+1.2%
Added · +68 sh
33Innovator Etfs Trust
LADERD ALCTN PWR
$710K13.5K
0.3%
+10.0%
Added · +1K sh
34Innovator Etfs Trust
QUITY MANAGD FLR
$707K18.3K
0.3%
+10%
Added · +2K sh
35Innovator Etfs Trust
POWER BUFFER SET
$706K19.2K
0.3%
+10%
Added · +2K sh
36Fidelity Covington Trust
MSCI HLTH CARE I
$706K9.1K
0.3%
+0.4%
Added · +33 sh
37Boeing Co
COM
$689K3.2K
0.3%
+0.1%
Added · +3 sh
38Alphabet Inc
CAP STK CL C
$688K1.9K
0.3%
Held
39Ishares TR
US BR DEL SE ETF
$686K3.9K
0.3%
−0.9%
Reduced · −37 sh
40Direxion Shares ETF Trust
DLY GOOGL BUL 2X
$685K6.0K
0.3%
−1.6%
Reduced · −96 sh
41Oracle Corp
COM
$654K4.5K
0.3%
+0.4%
Added · +17 sh
42Ge Vernova Inc
COM
$643K548
0.3%
+9.2%
Added · +46 sh
43Ishares TR
ISHARES SEMICDTR
$641K1.0K
0.3%
+0.2%
Added · +2 sh
44First Horizon Corporation
COM
$550K21.4K
0.2%
+0.5%
Added · +112 sh
45RTX Corporation
COM
$489K2.6K
0.2%
+0.5%
Added · +12 sh
46Tractor Supply Co
COM
$484K15.3K
0.2%
+0.6%
Added · +89 sh
47International Business Machs
COM
$477K1.7K
0.2%
+0.3%
Added · +5 sh
48Home Depot Inc
COM
$474K1.3K
0.2%
+0.2%
Added · +3 sh
49State STR SPDR S&P 500 ETF T
TR UNIT
$472K632
0.2%
+26%
Added · +130 sh
50Johnson & Johnson
COM
$470K1.9K
0.2%
+0.5%
Added · +10 sh
Showing 50 of 84 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202684$239.5M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202685$213.6M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202684$216.8M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202582$213.4M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202581$195.5M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202578$180.3M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202574$180.7M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202475$177.8M13F-HR

Data source

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.