Southern Financial Group, LLC: 13F holdings
CIK 21407142026Q2
| Positions | 95 |
|---|
| Reported value | $391.8m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 95 (+4 vs prior quarter) |
|---|
| Reported value | $391.8m (+9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JANUS DETROIT STR TR | 1,405,479 | $70.0m | 17.9% |
| JPIE J P MORGAN EXCHANGE TRADED F | 1,410,454 | $65.0m | 16.6% |
| SDVY FIRST TR EXCHANGE TRADED FD | 1,308,434 | $56.4m | 14.4% |
| JSMD JANUS DETROIT STR TR | 439,966 | $44.5m | 11.4% |
| FHEQ FIDELITY GREENWOOD STREET TR | 1,068,694 | $35.2m | 9.0% |
| SO SOUTHERN CO | 366,432 | $35.1m | 9.0% |
| KNG FIRST TR EXCHANGE-TRADED FD | 641,223 | $32.4m | 8.3% |
| FANG DIAMONDBACK ENERGY INC | 23,262 | $4.1m | 1.0% |
| AAPL APPLE INC | 9,548 | $2.8m | 0.7% |
| RDVY FIRST TR EXCHANGE TRADED FD | 25,284 | $2.0m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2140714")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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