Southern Financial Group, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Southern Financial Group, LLC opened 5 positions, added to 35, reduced 38, sold out of 2 and left 0 unchanged. The largest increase in value was MU (+$1,338,122); the largest decrease was FANG (-$651,605).
- PLTR: Country of operation United States; Class CL A; Shares 2026-03-31 2,995; Shares 2026-06-30 11,426.
- CSCO: Country of operation United States; Class COM; Shares 2026-03-31 9,159; Shares 2026-06-30 9,211.
- T: Country of operation United States; Class COM; Shares 2026-03-31 34,005; Shares 2026-06-30 34,165.
- QCOM: Country of operation United States; Class COM; Shares 2026-03-31 2,596; Shares 2026-06-30 2,603.
Two Form 13F-HR filings compared (SEC CIK 2140714): 2026-03-31 (filed 2026-06-18) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,995 | 11,426 | +8,431 | $438,110 | $1,333,073 | +$894,963 |
|---|
CSCO
CISCO SYS INC | United States | COM | 9,159 | 9,211 | +52 | $710,647 | $1,081,995 | +$371,348 |
|---|
T
AT&T INC | United States | COM | 34,005 | 34,165 | +160 | $985,793 | $707,219 | -$278,574 |
|---|
QCOM
QUALCOMM INC | United States | COM | 2,596 | 2,603 | +7 | $334,347 | $481,067 | +$146,720 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 19,321 | 19,509 | +188 | $969,938 | $826,019 | -$143,919 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 4,336 | 4,365 | +29 | $311,391 | $451,581 | +$140,190 |
|---|
F
FORD MTR CO | United States | COM | 34,714 | 36,871 | +2,157 | $400,600 | $512,516 | +$111,916 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,212 | 1,287 | +75 | $348,466 | $459,976 | +$111,510 |
|---|
AVGO
BROADCOM INC | United States | COM | 1,158 | 1,181 | +23 | $358,440 | $446,182 | +$87,742 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 1,830 | 1,907 | +77 | $538,405 | $624,366 | +$85,961 |
|---|
KTOS
KRATOS DEFENSE & SEC SOLUTIO | United States | COM NEW | 5,257 | 5,750 | +493 | $370,671 | $286,695 | -$83,976 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,450 | 1,542 | +92 | $351,449 | $433,659 | +$82,210 |
|---|
NTR
NUTRIEN LTD | | COM | 5,725 | 5,756 | +31 | $431,972 | $362,369 | -$69,603 |
|---|
SW
SMURFIT WESTROCK PLC | | SHS | 6,489 | 6,942 | +453 | $258,598 | $321,181 | +$62,583 |
|---|
SOFI
SOFI TECHNOLOGIES INC | United States | COM | 19,345 | 20,215 | +870 | $307,199 | $362,455 | +$55,256 |
|---|
PFE
PFIZER INC | United States | COM | 20,513 | 21,665 | +1,152 | $575,999 | $521,700 | -$54,299 |
|---|
FIS
FIDELITY NATL INFORMATION SV | United States | COM | 8,287 | 8,817 | +530 | $388,739 | $342,809 | -$45,930 |
|---|
IP
INTERNATIONAL PAPER CO | United States | COM | 6,110 | 6,673 | +563 | $218,117 | $254,269 | +$36,152 |
|---|
PECO
PHILLIPS EDISON & CO INC | United States | COMMON STOCK | 6,450 | 6,499 | +49 | $241,343 | $270,505 | +$29,162 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 2,132 | 2,143 | +11 | $297,085 | $270,754 | -$26,331 |
|---|
MRK
MERCK & CO INC | United States | COM | 2,543 | 2,560 | +17 | $305,878 | $328,960 | +$23,082 |
|---|
MPT
MEDICAL PROPERTIES TRUST INC | United States | COM | 36,392 | 40,965 | +4,573 | $168,497 | $189,263 | +$20,766 |
|---|
GPN
GLOBAL PMTS INC | United States | COM | 3,651 | 3,663 | +12 | $245,697 | $265,803 | +$20,106 |
|---|
AVAV
AEROVIRONMENT INC | United States | COM | 1,218 | 1,233 | +15 | $222,955 | $203,531 | -$19,424 |
|---|
VMC
VULCAN MATLS CO | United States | COM | 762 | 763 | +1 | $207,542 | $225,209 | +$17,667 |
|---|
DEC
DIVERSIFIED ENERGY CO | United States | COMMON STOCK | 12,144 | 14,028 | +1,884 | $211,797 | $194,440 | -$17,357 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 8,667 | 8,834 | +167 | $525,678 | $509,036 | -$16,642 |
|---|
WWR
WESTWATER RES INC | United States | COM NEW | 114,465 | 116,504 | +2,039 | $74,848 | $58,835 | -$16,013 |
|---|
GSBD
GOLDMAN SACHS BDC INC | United States | SHS | 18,110 | 18,414 | +304 | $160,817 | $174,571 | +$13,754 |
|---|
KMI
KINDER MORGAN INC DEL | United States | COM | 9,379 | 9,429 | +50 | $314,486 | $301,453 | -$13,033 |
|---|
VNOM
VIPER ENERGY INC | United States | CL A | 4,621 | 4,881 | +260 | $217,143 | $206,979 | -$10,164 |
|---|
CTVA
CORTEVA INC | United States | COM | 3,220 | 3,227 | +7 | $269,519 | $273,327 | +$3,808 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 2,195 | 2,443 | +248 | $225,378 | $221,716 | -$3,662 |
|---|
ORCL
ORACLE CORP | United States | COM | 3,322 | 3,344 | +22 | $488,638 | $490,070 | +$1,432 |
|---|
NRG
NRG ENERGY INC | United States | COM NEW | 2,882 | 2,888 | +6 | $421,193 | $421,888 | +$695 |
|---|
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