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Home > Institutional Investor > Southern Capital Services Inc V > Profile

Instuitional Investor - Southern Capital Services Inc V

Fund Profile
Filing Period:
Fund Name: Southern Capital Services Inc V
Portfolio Value $155,603,882
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLE 173,650 $23,078,140 14.83%
2.
First Tr Exchange-Traded Fd
 559,518 $14,860,798 9.55%
3.
J P Morgan Exchange Traded F
 192,191 $10,670,444 6.86%
4.
Vanguard World Fund
 294,032 $10,009,266 6.43%
5.
Sector Spdr Trust
 XLE 185,520 $9,159,124 5.89%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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