SOUTHERN CAPITAL SERVICES INC /ADV
Long book
$155.6M
Q1 2026
Positions
29
Top-10 weight
66%
concentration
Last quarter
+14.9%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsSOUTHERN CAPITAL SERVICES INC /ADV is a wealth-management firm allocating client money, specialised in technology (79% of the long book), running a $155.6M US long book across 29 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS TECHNOLOGY SELECT SECTOR, FT VEST TECHNOLOGY DIVIDEND, JPM NASDAQ EQUITY PREMIUM, VANGUARD HEALTH CARE ETF, SS FINANCIAL SELECT SECTOR.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.9%
Q1 2026
+14.9%
Sector allocation
Technology 84%
Energy 16%