Southern Capital Services Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 27, 2026), Southern Capital Services Inc. reported 27 stock positions worth $158.7 million. Its top holding was SS Technology Select Sector (XLK) at 15.2% of the portfolio, followed by FT Vest Technology Dividend (TDVI, 9.5%) and FT Vest Smid Rising Dividend (SDVD, 8.0%).
- Most Recent 13F
- Q2 2026
- Location
- DAPHNE, AL
- CIK
- 0000711987
- Portfolio Value
- $158.7M (Q4 2025)
- SEC Filing
- 0002085853-26-000289 ↗ filed Feb 27, 2026
Holdings Value
Holdings 27 stocks · $158.7M
| XLK SS Technology Select Sector | 15.19% | 167,433 | $24.1M | — |
| TDVI FT Vest Technology Dividend | 9.54% | 545,758 | $15.1M | — |
| SDVD FT Vest Smid Rising Dividend | 8.04% | 594,836 | $12.8M | — |
| VHT Vanguard Health Care ETF | 6.79% | 37,439 | $10.8M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 6.76% | 184,451 | $10.7M | — |
| XLF SS Financial Select Sector | 6.02% | 174,413 | $9.6M | — |
| VCR Vanguard Consumer Discre ETF | 5.27% | 21,227 | $8.4M | — |
| BALI Is US LRG CP Pre Inc. Act-Usd | 4.61% | 230,738 | $7.3M | — |
| XAR SS SPDR S&P Aerospace Def | 4.29% | 28,236 | $6.8M | — |
| AIRR First Trust Rba American Ind | 4.08% | 65,928 | $6.5M | — |
| AAPL Apple Inc. | 4.01% | 23,403 | $6.4M | — |
| VOX Vanguard Communication Servi | 3.96% | 32,447 | $6.3M | — |
| JEPI JPMorgan Equity Premium Inco | 3.51% | 97,407 | $5.6M | — |
| VDC Vanguard Consumer Staple ETF | 2.95% | 22,193 | $4.7M | — |
| QDPL Pacer Met US LRG Cap DVD 400 | 2.61% | 97,451 | $4.1M | — |
| XLE SS Energy Select Sector | 2.37% | 84,151 | $3.8M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.69% | 62,689 | $2.7M | — |
| GRID First TRST Nasd Class Edg Sgiif | 1.64% | 17,013 | $2.6M | — |
| XLB SS Materials Select Sector | 1.47% | 51,336 | $2.3M | — |
| VNQ Vanguard Real Estate ETF | 1.35% | 24,142 | $2.1M | — |
| QTUM Defiance Quantum ETF | 1.28% | 18,535 | $2.0M | — |
| XLI SS Industrial Select Sector | 1.14% | 11,626 | $1.8M | — |
| XOM Exxon Mobil Corp. | 0.55% | 7,315 | $880K | — |
| MSFT Microsoft Corp. | 0.28% | 907 | $439K | — |
| IBIT iShares Bitcoin Trust ETF | 0.27% | 8,734 | $434K | — |
| PJUL Innovator U.S. Equity Power | 0.18% | 6,153 | $286K | — |
| NVDA Nvidia Corp. | 0.14% | 1,224 | $228K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.