Institutional filer · SEC 13F · Q4 2025
SOUTHERN CAPITAL SERVICES INC /ADV
The reported 13F portfolio of SOUTHERN CAPITAL SERVICES INC /ADV (CIK 711987) - top holdings, how concentrated the book is, and what changed last quarter.
- $158.7M
- Reported book
- 27
- Positions
- #245
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, SOUTHERN CAPITAL SERVICES INC /ADV ranks #245 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $158.7M across 27 positions, a moderately concentrated portfolio.
- $158.7M
- reported 13F value
- 27
- disclosed positions
- 15.2%
- in SELECT SECTOR SPDR TR
- #245
- of 360 filers
Top-5 share 46.3% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, SOUTHERN CAPITAL SERVICES INC /ADV ranks #245 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where SOUTHERN CAPITAL SERVICES INC /ADV sits by disclosed position count
SOUTHERN CAPITAL SERVICES INC /ADV reports 27 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
SOUTHERN CAPITAL SERVICES INC /ADV vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
27 305th of 360 higher than 55 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
SOUTHERN CAPITAL SERVICES INC /ADV reports a book ($0.16B) concentrated across only 27 disclosed positions -- fewer than the 76-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 711987 · Q4 2025 $159M book
BOOK-LIGHT · POS-CORE · CONC-HEAVY · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #245/360
- POS-CORE 27 names
- CONC-HEAVY 46% top-5
- LEAD-DOM 15.2% SELECT SECTOR SPDR TR
- PHOTO-FINISH Coastline Complete W…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2025
Photo-finish peer on reported book: Coastline Complete Wealth LLC
Read with: Ownership concentration guide - SOUTHERN CAPITAL SERVICES INC /ADV's top-five positions weigh 46% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · SOUTHERN CAPITAL SERVICES INC /ADV
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$158.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR | $24.1M | 15.2% |
| 2 | FIRST TR EXCHANGE-TRADED FD | $15.1M | 9.5% |
| 3 | FIRST TR EXCH TRADED FD III | $12.8M | 8.0% |
| 4 | VANGUARD WORLD FD | $10.8M | 6.8% |
| 5 | J P MORGAN EXCHANGE TRADED F | $10.7M | 6.8% |
| 6 | SELECT SECTOR SPDR TR | $9.6M | 6.0% |
| 7 | VANGUARD WORLD FD | $8.4M | 5.3% |
| 8 | BLACKROCK ETF TRUST | $7.3M | 4.6% |
| 9 | SPDR SERIES TRUST | $6.8M | 4.3% |
| 10 | FIRST TR EXCHANGE TRADED FD | $6.5M | 4.1% |
| 11 | APPLE INC | $6.4M | 4.0% |
| 12 | VANGUARD WORLD FD | $6.3M | 4.0% |
| 13 | J P MORGAN EXCHANGE TRADED F | $5.6M | 3.5% |
| 14 | VANGUARD WORLD FD | $4.7M | 3.0% |
| 15 | PACER FDS TR | $4.1M | 2.6% |
| 16 | SELECT SECTOR SPDR TR | $3.8M | 2.4% |
| 17 | SELECT SECTOR SPDR TR | $2.7M | 1.7% |
| 18 | FIRST TR EXCHANGE TRADED FD | $2.6M | 1.6% |
| 19 | SELECT SECTOR SPDR TR | $2.3M | 1.5% |
| 20 | VANGUARD INDEX FDS | $2.1M | 1.4% |
| 21 | ETF SER SOLUTIONS | $2.0M | 1.3% |
| 22 | SELECT SECTOR SPDR TR | $1.8M | 1.1% |
| 23 | EXXON MOBIL CORP | $880K | 0.6% |
| 24 | MICROSOFT CORP | $439K | 0.3% |
| 25 | ISHARES BITCOIN TRUST ETF | $434K | 0.3% |
Latest Quarter Trades · Q4 2025
New positions (27)
Frequently Asked Questions
- How big is SOUTHERN CAPITAL SERVICES INC /ADV's 13F portfolio?
- SOUTHERN CAPITAL SERVICES INC /ADV reports $158.7M of long US-equity positions across 27 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does SOUTHERN CAPITAL SERVICES INC /ADV sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, SOUTHERN CAPITAL SERVICES INC /ADV ranks #245 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is SOUTHERN CAPITAL SERVICES INC /ADV's largest position?
- SOUTHERN CAPITAL SERVICES INC /ADV's largest reported position is SELECT SECTOR SPDR TR at $24.1M, about 15.2% of its reported book as of Q4 2025.
- What did SOUTHERN CAPITAL SERVICES INC /ADV trade last quarter?
- In its Q4 2025 filing, SOUTHERN CAPITAL SERVICES INC /ADV opened 27 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for SOUTHERN CAPITAL SERVICES INC /ADV: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($158.7M here).
Similar holding count
Nearest filers by number of disclosed positions (27 here).
Using this filing
- The rankings sort every tracked filer the same way SOUTHERN CAPITAL SERVICES INC /ADV was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Coastline Complete Wealth LLC reported the nearest book value ($158.8M) this quarter, a useful scale comparison for SOUTHERN CAPITAL SERVICES INC /ADV. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.