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Southern Capital Services INC /Adv 13F Filings, Portfolio & Analysis

CIK: 0000711987
Daphne 29000 Us Hwy 98 Suite 203-B
Zip Code: 36526
Latest Portfolio Value
$158.68 M
Total Holdings
27
Latest Report Date
Q4 2025
Top 10 Concentration
70.60%

Southern Capital Services INC /Adv — Portfolio Overview & Company Profile

Southern Capital Services INC /Adv (CIK: 0000711987) is a financial institution headquartered at 29000 Us Hwy 98, Suite 203-B, Daphne, Alabama 36526. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $158,682,228, comprising 27 distinct securities. Over its filing history, it has submitted 1 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 70.6%.

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$158.68 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
167,433 $24.11 M 15.19% ▲ 167,433
545,758 $15.14 M 9.54% ▲ 545,758
594,836 $12.77 M 8.04% ▲ 594,836
37,439 $10.78 M 6.79% ▲ 37,439
184,451 $10.72 M 6.76% ▲ 184,451
174,413 $9.55 M 6.02% ▲ 174,413
21,227 $8.36 M 5.27% ▲ 21,227
230,738 $7.31 M 4.61% ▲ 230,738
28,236 $6.81 M 4.29% ▲ 28,236
65,928 $6.48 M 4.08% ▲ 65,928

Historical Portfolio Charts