Sign In
test

Jason B. Lockridge

Southern Capital Advisors, Llc

Assets Managed
$239.453M
Holdings
84
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.11%(2Q avg: 5.33%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Southern Capital Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Southern Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 239.453M in assets, with a quarterly growth rate of 12.11% and a 2-quarter average growth rate of 5.33%. The portfolio is managed by Jason B. Lockridge, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 5.36%
14.33%
$34.303M
311,418 shares@ $110.16 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.83%
12.91%
$30.896M
41,256 shares@ $748.89 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 4.99%
10.59%
$25.353M
170,944 shares@ $148.31 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.66%
9.26%
$22.161M
229,454 shares@ $96.59 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 7.58%
6.57%
$15.713M
107,320 shares@ $146.42 avg price
UPS
United Parcel Service-cl B
Recent Activity
Decreased -0.7%
4.12%
$9.848M
91,610 shares@ $107.5 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Decreased -2.51%
3.82%
$9.131M
31,972 shares@ $285.59 avg price
IYJ
Ishares U.s. Industrials Etf
Recent Activity
Increased 0.68%
3.07%
$7.346M
44,082 shares@ $166.65 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 3.68%
2.91%
$6.963M
84,059 shares@ $82.85 avg price
IBB
Ishares Biotechnology Etf
Recent Activity
Increased 2.92%
2.31%
$5.517M
29,008 shares@ $190.2 avg price

1-10 of 84