13F Filings History of SOUTHERN CAPITAL ADVISORS, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$216,750,121
Signature - Title
Jason B. Lockridge - CCO
Location
Jackson, TN
Summary
This page shows a list of all the recent 13F filings made by SOUTHERN CAPITAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SOUTHERN CAPITAL ADVISORS, LLC reported 84 stock holdings with total value $216,750,121 as of Q4 2025. Top holdings included IUSV, IVV, IJR, IEFA, and IWP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $216,750,121 +$9,625,344 -$10,266,527 -$641,183 IUSV, IVV, IJR, IEFA, IWP 13F-HR 28 Jan 2026, 08:39
Q3 2025 82 $213,379,367 +$9,743,697 -$3,818,035 +$5,925,662 IUSV, IVV, IJR, IEFA, IWP 13F-HR 04 Nov 2025, 09:08
Q2 2025 81 $195,506,966 +$7,390,315 -$6,639,130 +$751,185 IUSV, IVV, IJR, IEFA, IWP 13F-HR 16 Jul 2025, 12:55
Q1 2025 78 $180,311,360 +$14,317,065 -$7,936,104 +$6,380,961 IUSV, IVV, IJR, IEFA, UPS 13F-HR 22 Apr 2025, 17:47
Q4 2024 74 $180,742,371 +$13,393,938 -$10,110,344 +$3,283,594 IUSV, IVV, IJR, UPS, IWP 13F-HR 23 Jan 2025, 16:36
Q3 2024 75 $177,750,906 +$11,467,507 -$4,009,592 +$7,457,915 IUSV, IVV, IEFA, UPS, IWP 13F-HR 24 Oct 2024, 15:01
Q2 2024 73 $161,878,721 +$6,236,433 -$9,261,854 -$3,025,421 IUSV, IVV, UPS, IEFA, IWP 13F-HR 25 Jul 2024, 10:05
Q1 2024 71 $164,685,569 +$29,291,231 -$13,123,543 +$16,167,688 IUSV, IVV, UPS, IEFA, IWP 13F-HR 03 May 2024, 16:18
Q4 2023 68 $140,797,870 +$17,953,262 -$9,644,606 +$8,308,656 IUSV, IVV, UPS, IWP, IJR 13F-HR 22 Jan 2024, 11:54
Q3 2023 61 $120,211,191 +$7,813,308 -$11,411,020 -$3,597,712 IUSV, UPS, IVV, IWP, IJS 13F-HR 31 Oct 2023, 14:08
Q2 2023 70 $130,795,700 +$12,456,304 -$21,957,662 -$9,501,358 IUSV, UPS, IVV, IWP, PG 13F-HR 03 Aug 2023, 13:12
Q1 2023 73 $135,086,661 +$9,288,823 -$10,359,868 -$1,071,045 IUSV, UPS, IVV, IWP, LQDH 13F-HR 27 Apr 2023, 16:35
Q4 2022 74 $129,236,641 +$16,320,562 -$20,386,910 -$4,066,348 IUSV, UPS, IVV, IWP, IGBH 13F-HR 20 Jan 2023, 14:01
Q3 2022 66 $122,265,000 +$6,518,643 -$2,647,871 +$3,870,772 IUSV, UPS, IVV, IWP, IEFA 13F-HR 20 Oct 2022, 16:48
Q2 2022 65 $126,134,000 +$7,710,064 -$7,567,558 +$142,506 UPS, IUSV, IVV, IWP, IEFA 13F-HR 20 Jul 2022, 11:22
Q1 2022 82 $146,104,000 +$20,200,812 -$27,593,593 -$7,392,781 UPS, IUSV, IVV, IWP, IEFA 13F-HR 04 May 2022, 09:21
Q4 2021 78 $161,717,000 $0 $0 $0 UPS, IUSV, IVV, IWP, IJR 13F-HR 04 Feb 2022, 13:23