Southern Financial Group, LLC

13F filer · CIK 0002140714

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$392MU.S. long equity reported on 13F

Positions816 new · 2 closed

Net flow last quarter+$878KBuys minus sells

Top 10 positions weight13.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202681 positions
SOSouthern Co	$35.1M	8.95%	0.03%	-0.4%	Q4 2025
FANGDiamondback Energy, Inc.	$4.09M	1.04%	0.01%	-3.0%	Q4 2025
AAPLApple Inc.	$2.76M	0.71%	0.00%	-7.7%	Q4 2025
RFRegions Financial Corp	$2.04M	0.52%	0.01%	-5.7%	Q4 2025
MUMicron Technology Inc	$1.94M	0.49%	0.00%	-5.4%	Q4 2025
INTCIntel Corp	$1.76M	0.45%	0.00%	-11.7%	Q4 2025
PLTRPalantir Technologies Inc.	$1.33M	0.34%	0.00%	+281.5%	Q4 2025
NVDANvidia Corp	$1.32M	0.34%	0.00%	-0.9%	Q4 2025
AMDAdvanced Micro Devices Inc	$1.27M	0.32%	0.00%	-2.9%	Q4 2025
CSCOCisco Systems, Inc.	$1.08M	0.28%	0.00%	+0.6%	Q4 2025
BACBank of America Corp	$1.07M	0.27%	0.00%	-0.1%	Q4 2025
SRSpire Inc	$1.02M	0.26%	0.02%	-4.1%	Q4 2025
VZVerizon Communications Inc	$826K	0.21%	0.00%	+1.0%	Q4 2025
AMZNAmazon Com Inc	$817K	0.21%	0.00%	-1.6%	Q4 2025
ABBVAbbVie Inc.	$792K	0.20%	0.00%	-3.6%	Q4 2025
CATCaterpillar Inc	$779K	0.20%	0.00%	-11.9%	Q4 2025
GEGeneral Electric Co	$776K	0.20%	0.00%	-1.5%	Q4 2025
TAt&T Inc.	$707K	0.18%	0.00%	+0.5%	Q4 2025
MSFTMicrosoft Corp	$684K	0.17%	0.00%	-5.9%	Q4 2025
GOOGAlphabet Inc.	$658K	0.17%	Not reported	-1.0%	Q4 2025
JPMJPMorgan Chase & Co	$624K	0.16%	0.00%	+4.2%	Q4 2025
MSMorgan Stanley	$612K	0.16%	0.00%	-3.1%	Q4 2025
GEVGE Vernova Inc.	$600K	0.15%	0.00%	-10.2%	Q4 2025
CCitigroup Inc	$572K	0.15%	0.00%	-6.1%	Q4 2025
METAMeta Platforms, Inc.	$541K	0.14%	Not reported	-2.2%	Q4 2025
PFEPfizer Inc	$522K	0.13%	0.00%	+5.6%	Q4 2025
FFord Motor Co	$513K	0.13%	0.00%	+6.2%	Q4 2025
BMYBristol Myers Squibb Co	$509K	0.13%	0.00%	+1.9%	Q4 2025
ORCLOracle Corp	$490K	0.13%	0.00%	+0.7%	Q4 2025
QCOMQualcomm Inc	$481K	0.12%	0.00%	+0.3%	Q4 2025
GOOGLAlphabet Inc.	$460K	0.12%	0.00%	+6.2%	Q4 2025
CVSCVS HEALTH Corp	$452K	0.12%	0.00%	+0.7%	Q4 2025
CRCLCircle Internet Group, Inc.	$451K	0.12%	Not reported	New	Q2 2026
AVGOBroadcom Inc.	$446K	0.11%	0.00%	+2.0%	Q4 2025
IBMInternational Business Machines Corp	$434K	0.11%	0.00%	+6.3%	Q4 2025
NRGNRG Energy, Inc.	$422K	0.11%	0.00%	+0.2%	Q4 2025
WMTWalmart Inc.	$415K	0.11%	0.00%	-2.2%	Q4 2025
XOMExxonMobil Holdings Corp	$399K	0.10%	0.00%	-1.3%	Q4 2025
ETEnergy Transfer LP	$387K	0.10%	0.00%	-2.2%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$385K	0.10%	Not reported	+3.0%	Q4 2025
TSLATesla, Inc.	$366K	0.09%	0.00%	-4.9%	Q4 2025
SOFISoFi Technologies, Inc.	$362K	0.09%	0.00%	+4.5%	Q4 2025
NTRNutrien Ltd.	$362K	0.09%	0.00%	+0.5%	Q4 2025
DUKDuke Energy CORP	$361K	0.09%	0.00%	-1.4%	Q4 2025
GLGlobe Life Inc.	$348K	0.09%	0.00%	-11.4%	Q4 2025
SCHWSchwab Charles Corp	$345K	0.09%	0.00%	-0.8%	Q4 2025
FISFidelity National Information Services, Inc.	$343K	0.09%	0.00%	+6.4%	Q4 2025
MRKMerck & Co., Inc.	$329K	0.08%	0.00%	+0.7%	Q4 2025
SWSmurfit Westrock plc	$321K	0.08%	0.00%	+7.0%	Q4 2025
PNFPPinnacle Financial Partners, Inc.	$304K	0.08%	0.00%	-10.0%	Q1 2026

Q1 2026Reported Jun 18, 202677 positions
SOSouthern Co	$35.5M	9.92%	0.03%	-0.8%	Q4 2025
FANGDiamondback Energy, Inc.	$4.74M	1.32%	0.01%	-5.7%	Q4 2025
AAPLApple Inc.	$2.63M	0.73%	0.00%	-1.9%	Q4 2025
RFRegions Financial Corp	$1.87M	0.52%	0.01%	-6.3%	Q4 2025
SRSpire Inc	$1.23M	0.34%	0.02%	-5.5%	Q4 2025
NVDANvidia Corp	$1.16M	0.32%	0.00%	+0.1%	Q4 2025
TAt&T Inc.	$986K	0.28%	0.00%	+1.1%	Q4 2025
VZVerizon Communications Inc	$970K	0.27%	0.00%	+2.1%	Q4 2025
BACBank of America Corp	$917K	0.26%	0.00%	+0.8%	Q4 2025
AMZNAmazon Com Inc	$725K	0.20%	0.00%	-6.3%	Q4 2025
MSFTMicrosoft Corp	$721K	0.20%	0.00%	+23.1%	Q4 2025
CSCOCisco Systems, Inc.	$711K	0.20%	0.00%	+1.1%	Q4 2025
ABBVAbbVie Inc.	$710K	0.20%	0.00%	-1.3%	Q4 2025
INTCIntel Corp	$632K	0.18%	0.00%	+0.6%	Q4 2025
MUMicron Technology Inc	$599K	0.17%	0.00%	-8.9%	Q4 2025
GEGeneral Electric Co	$598K	0.17%	0.00%	-1.4%	Q4 2025
CATCaterpillar Inc	$588K	0.16%	0.00%	-7.1%	Q4 2025
PFEPfizer Inc	$576K	0.16%	0.00%	+1.7%	Q4 2025
METAMeta Platforms, Inc.	$562K	0.16%	Not reported	+6.3%	Q4 2025
GOOGAlphabet Inc.	$539K	0.15%	Not reported	-2.7%	Q4 2025
JPMJPMorgan Chase & Co	$538K	0.15%	0.00%	+0.7%	Q4 2025
BMYBristol Myers Squibb Co	$526K	0.15%	0.00%	+0.9%	Q4 2025
XOMExxonMobil Holdings Corp	$502K	0.14%	0.00%	+1.0%	Q4 2025
MSMorgan Stanley	$497K	0.14%	0.00%	-0.9%	Q4 2025
GEVGE Vernova Inc.	$495K	0.14%	0.00%	+1.1%	Q4 2025
CCitigroup Inc	$493K	0.14%	0.00%	+0.3%	Q4 2025
ORCLOracle Corp	$489K	0.14%	0.00%	+18.8%	Q4 2025
WMTWalmart Inc.	$465K	0.13%	0.00%	-7.0%	Q4 2025
AMDAdvanced Micro Devices Inc	$457K	0.13%	0.00%	+0.2%	Q4 2025
PLTRPalantir Technologies Inc.	$438K	0.12%	0.00%	-1.0%	Q4 2025
NTRNutrien Ltd.	$432K	0.12%	0.00%	-2.0%	Q4 2025
NRGNRG Energy, Inc.	$421K	0.12%	0.00%	-1.1%	Q4 2025
FFord Motor Co	$401K	0.11%	0.00%	+2.3%	Q4 2025
ETEnergy Transfer LP	$399K	0.11%	0.00%	-10.0%	Q4 2025
FISFidelity National Information Services, Inc.	$389K	0.11%	0.00%	+22.4%	Q4 2025
DUKDuke Energy CORP	$378K	0.11%	0.00%	+0.5%	Q4 2025
DOWDow Inc.	$372K	0.10%	0.00%	+0.5%	Q4 2025
KTOSKratos Defense & Security Solutions, Inc.	$371K	0.10%	0.00%	-1.1%	Q4 2025
AVGOBroadcom Inc.	$358K	0.10%	0.00%	+5.3%	Q4 2025
SCHWSchwab Charles Corp	$354K	0.10%	0.00%	+8.8%	Q4 2025
IBMInternational Business Machines Corp	$351K	0.10%	0.00%	-0.3%	Q4 2025
GOOGLAlphabet Inc.	$348K	0.10%	0.00%	-7.2%	Q4 2025
CRMSalesforce, Inc.	$340K	0.09%	0.00%	+31.0%	Q4 2025
TSLATesla, Inc.	$340K	0.09%	0.00%	+0.2%	Q4 2025
QCOMQualcomm Inc	$334K	0.09%	0.00%	+11.8%	Q4 2025
KMIKinder Morgan, Inc.	$314K	0.09%	0.00%	+0.6%	Q4 2025
CVSCVS HEALTH Corp	$311K	0.09%	0.00%	+0.7%	Q4 2025
SOFISoFi Technologies, Inc.	$307K	0.09%	0.00%	+8.4%	Q4 2025
GLGlobe Life Inc.	$306K	0.09%	0.00%	Not reported	Q4 2025
MRKMerck & Co., Inc.	$306K	0.09%	0.00%	+0.9%	Q4 2025

Q4 2025Reported Jun 18, 202672 positions
SOSouthern Co	$32.3M	9.26%	0.03%	New	Q4 2025
FANGDiamondback Energy, Inc.	$3.82M	1.09%	0.01%	New	Q4 2025
AAPLApple Inc.	$2.87M	0.82%	0.00%	New	Q4 2025
RFRegions Financial Corp	$2.07M	0.59%	0.01%	New	Q4 2025
NVDANvidia Corp	$1.24M	0.36%	0.00%	New	Q4 2025
SRSpire Inc	$1.19M	0.34%	0.02%	New	Q4 2025
BACBank of America Corp	$1.03M	0.29%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$857K	0.25%	0.00%	New	Q4 2025
TAt&T Inc.	$835K	0.24%	0.00%	New	Q4 2025
VZVerizon Communications Inc	$770K	0.22%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$765K	0.22%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$756K	0.22%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$698K	0.20%	0.00%	New	Q4 2025
GEGeneral Electric Co	$658K	0.19%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$610K	0.17%	Not reported	New	Q4 2025
GOOGAlphabet Inc.	$606K	0.17%	Not reported	New	Q4 2025
JPMJPMorgan Chase & Co	$586K	0.17%	0.00%	New	Q4 2025
MUMicron Technology Inc	$555K	0.16%	0.00%	New	Q4 2025
ORCLOracle Corp	$545K	0.16%	0.00%	New	Q4 2025
MSMorgan Stanley	$541K	0.16%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$538K	0.15%	0.00%	New	Q4 2025
INTCIntel Corp	$525K	0.15%	0.00%	New	Q4 2025
CATCaterpillar Inc	$511K	0.15%	0.00%	New	Q4 2025
CCitigroup Inc	$506K	0.14%	0.00%	New	Q4 2025
PFEPfizer Inc	$502K	0.14%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$480K	0.14%	0.00%	New	Q4 2025
SOFISoFi Technologies, Inc.	$467K	0.13%	0.00%	New	Q4 2025
NRGNRG Energy, Inc.	$464K	0.13%	0.00%	New	Q4 2025
BMYBristol Myers Squibb Co	$464K	0.13%	0.00%	New	Q4 2025
FISFidelity National Information Services, Inc.	$450K	0.13%	0.00%	New	Q4 2025
WMTWalmart Inc.	$448K	0.13%	0.00%	New	Q4 2025
FFord Motor Co	$445K	0.13%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$431K	0.12%	0.00%	New	Q4 2025
TSLATesla, Inc.	$410K	0.12%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$409K	0.12%	0.00%	New	Q4 2025
KTOSKratos Defense & Security Solutions, Inc.	$403K	0.12%	0.00%	New	Q4 2025
QCOMQualcomm Inc	$397K	0.11%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$381K	0.11%	0.00%	New	Q4 2025
ETEnergy Transfer LP	$379K	0.11%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$368K	0.11%	0.00%	New	Q4 2025
GEVGE Vernova Inc.	$368K	0.11%	0.00%	New	Q4 2025
NTRNutrien Ltd.	$360K	0.10%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$352K	0.10%	0.00%	New	Q4 2025
SCHWSchwab Charles Corp	$346K	0.10%	0.00%	New	Q4 2025
CVSCVS HEALTH Corp	$342K	0.10%	0.00%	New	Q4 2025
DUKDuke Energy CORP	$337K	0.10%	0.00%	New	Q4 2025
SNVSynovus Financial Corp	$327K	0.09%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$311K	0.09%	Not reported	New	Q4 2025
GLGlobe Life Inc.	$308K	0.09%	0.00%	New	Q4 2025
DGDollar General Corp	$299K	0.09%	0.00%	New	Q4 2025

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