Southern Financial Group, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$358.0M
Q ending 2026-03-31
Prior quarter
$349.2M
Q ending 2025-12-31
Change
+2.5% QoQ
Positions
91
reported holdings

Largest positions

All 91 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Janus Detroit Str TrJIIIShares$67.2M1.4M
J P Morgan Exchange Traded FJPIEShares$62.2M1.3M
First Tr Exchange Traded FdSDVYShares$51.4M1.3M
Southern CoSOShares$35.5M368K
Janus Detroit Str TrJSMDShares$34.9M439K
Fidelity Greenwood Street TrFHEQShares$31.3M1.1M
First Tr Exchange-Traded FdKNGShares$30.1M619K
Diamondback Energy IncFANGShares$4.7M24K
Apple IncAAPLShares$2.6M10K
Regions Financial Corp NewRFShares$1.9M72K
First Tr Exchange Traded FdRDVYShares$1.5M23K
Spire IncSRShares$1.2M14K
Goldman Sachs Etf TrGPIXShares$1.2M24K
Nvidia CorporationNVDAShares$1.2M7K
At&T IncTShares$986K34K
Verizon Communications IncVZShares$970K19K
Bank America CorpBACShares$917K19K
First Tr Exchange-Traded FdCIBRShares$770K12K
First Tr Exchange-Traded FdLQTIShares$738K38K
Amazon Com IncAMZNShares$725K3K
Microsoft CorpMSFTShares$721K2K
Cisco Sys IncCSCOShares$711K9K
Abbvie IncABBVShares$710K3K
First Tr Exchange-Traded FdHYTIShares$695K36K
Intel CorpINTCShares$632K14K
Micron Technology IncMUShares$599K2K
Ge AerospaceGEShares$598K2K
Caterpillar IncCATShares$588K830
Pfizer IncPFEShares$576K21K
Meta Platforms IncMETAShares$562K982
Alphabet IncGOOGShares$539K2K
Jpmorgan Chase & CoJPMShares$538K2K
Bristol-Myers Squibb CoBMYShares$526K9K
Exxon Mobil CorpXOMShares$502K3K
Morgan StanleyMSShares$497K3K
Ge Vernova IncGEVShares$495K568
Citigroup IncCShares$493K4K
Oracle CorpORCLShares$489K3K
Walmart IncWMTShares$465K4K
Advanced Micro Devices IncAMDShares$457K2K
Palantir Technologies IncPLTRShares$438K3K
Nutrien LtdNTRShares$432K6K
Nrg Energy IncNRGShares$421K3K
Ford Mtr CoFShares$401K35K
Energy Transfer L PETShares$399K21K
Fidelity Natl Information SvFISShares$389K8K
Duke Energy Corp NewDUKShares$378K3K
Dow Hldgs IncDOWShares$372K9K
Kratos Defense & Sec SolutioKTOSShares$371K5K
Broadcom IncAVGOShares$358K1K
Schwab Charles CorpSCHWShares$354K4K
International Business MachsIBMShares$351K1K
Alphabet IncGOOGLShares$348K1K
Salesforce IncCRMShares$340K2K
Tesla IncTSLAShares$340K914
Qualcomm IncQCOMShares$334K3K
Goldman Sachs Etf TrGPIQShares$329K7K
Kinder Morgan Inc DelKMIShares$314K9K
Cvs Health CorpCVSShares$311K4K
Sofi Technologies IncSOFIShares$307K19K
Globe Life IncGLShares$306K2K
Merck & Co IncMRKShares$306K3K
Gilead Sciences IncGILDShares$297K2K
Invesco Qqq TrQQQShares$293K507
Pinnacle Finl Partners IncPNFPShares$288K3K
Corteva IncCTVAShares$270K3K
Dollar Gen CorpDGShares$268K2K
Oneok Inc NewOKEShares$264K3K
Visa IncVShares$260K859
Smurfit Westrock PlcShares$259K6K
United Parcel Svcs IncUPSShares$257K3K
Johnson & JohnsonJNJShares$256K1K
Global Pmts IncGPNShares$246K4K
Chevron CorporationCVXShares$241K1K
Phillips Edison & Co IncPECOShares$241K6K
Mastec IncMTZShares$238K739
Goldman Sachs Group IncGSShares$237K280
Slb LimitedSLBShares$229K4K
Abbott LaboratoriesABTShares$225K2K
Aerovironment IncAVAVShares$223K1K
First Tr Exchange Traded FdFTXLShares$222K2K
International Paper CoIPShares$218K6K
Viper Energy IncVNOMShares$217K5K
Vanguard Index FdsVVShares$217K725
Diversified Energy CoDECShares$212K12K
Qnity Electronics IncQShares$210K2K
Vulcan Matls CoVMCShares$208K762
Medical Properties Trust IncMPTShares$168K36K
Goldman Sachs Bdc IncGSBDShares$161K18K
Invesco Muni Income Opp TrstOIAShares$129K21K
Westwater Res IncWWRShares$75K114K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.