Southeast Asset Advisors, LLC Q1 2021 Filing

Filed May 13, 2021

Portfolio Value

$557K

Holdings

131

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (131 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$93.3M
FLOFLOWERS FOODS
$50.0M
AAPLAPPLE INC
$38.8M
CNXCNX RESOURCES CORPORATION
$27.5M
VOOVANGUARD INDEX FDS
$19.2M
LUMNLUMEN TECHNOLOGIES INC
$10.7M
JNJJOHNSON & JOHNSON
$9.3M
CVXCHEVRON CORP
$7.4M
VRTVERTIV HOLDINGS CO
$7.4M
AFLAFLAC INC
$7.0M
INTCINTEL CORP
$6.9M
CDWCDW CORP
$6.8M
DWLDDAVIS FUNDAMENTAL ETF TR
$6.7M
DANIMER SCIENTIFIC INC
$5.9M
KOCOCA COLA CO
$5.9M
KHCKRAFT HEINZ CO
$5.5M
IAUUSDISHARES GOLD TRUST
$5.0M
XOPSPDR SER TR
$4.9M
MLMMARTIN MARIETTA MATLS INC
$4.6M
RSPINVESCO EXCHANGE TRADED FD T
$4.6M
GDDYGODADDY INC
$4.5M
SSNCSS&C TECHNOLOGIES HLDGS INC
$4.4M
GDXVANECK VECTORS ETF TR
$4.1M
ENQENTEGRIS INC
$4.0M
CINFCINCINNATI FINL CORP
$4.0M
MORNMORNINGSTAR INC
$4.0M
CLVTCLARIVATE PLC
$3.9M
MSFTMICROSOFT CORP
$3.8M
FRCBFIRST REP BK SAN FRAN CALI N
$3.8M
PAYXPAYCHEX INC
$3.8M
BROBROWN & BROWN INC
$3.7M
APHAMPHENOL CORP NEW
$3.6M
JECUSDJACOBS ENGR GROUP INC DEL
$3.6M
TSCOTRACTOR SUPPLY CO
$3.5M
ULTAULTA BEAUTY INC
$3.5M
SCISERVICE CORP INTL
$3.3M
DAYCERIDIAN HCM HLDG INC
$3.2M
PKNPERKINELMER INC
$3.2M
IJRISHARES TR
$3.1M
TTCTORO CO
$3.1M
EVBGEUREVERBRIDGE INC
$2.9M
WSMWILLIAMS SONOMA INC
$2.7M
XOMEXXON MOBIL CORP
$2.3M
FDXFEDEX CORP
$2.3M
WMSADVANCED DRAIN SYS INC DEL
$2.3M
MTNVAIL RESORTS INC
$2.3M
STESTERIS PLC
$2.0M
VFCV F CORP
$1.9M
GPNGLOBAL PMTS INC
$1.8M
VMCVULCAN MATLS CO
$1.7M
VIGVANGUARD SPECIALIZED PORTFOL
$1.6M
GQ9SPDR GOLD TR
$1.6M
DGDOLLAR GEN CORP NEW
$1.6M
DISDISNEY WALT CO
$1.6M
POOLPOOL CORP
$1.5M
RFREGIONS FINL CORP NEW
$1.5M
DRIDARDEN RESTAURANTS INC
$1.4M
ROLROLLINS INC
$1.4M
PFEPFIZER INC
$1.4M
SAIASAIA INC
$1.3M
ALLYALLY FINL INC
$1.3M
SOSOUTHERN CO
$1.3M
LYVLIVE NATION ENTERTAINMENT IN
$1.2M
SHAKSHAKE SHACK INC
$1.1M
IVVISHARES TR
$1.0M
UPSUNITED PARCEL SERVICE INC
$1.0M
RGENREPLIGEN CORP
$998K
VCSHVANGUARD SCOTTSDALE FDS
$945K
ITOTISHARES TR
$936K
WMTWALMART INC
$932K
VVISA INC
$881K
BACVERIZON COMMUNICATIONS INC
$857K
KKRKKR & CO INC
$839K
CATCATERPILLAR INC DEL
$836K
SPYSPDR S&P 500 ETF TR
$836K
NEENEXTERA ENERGY INC
$801K
PGPROCTER & GAMBLE CO
$773K
MRVIMARAVAI LIFESCIENCES HLDGS I
$692K
CSXCSX CORP
$692K
PKGPACKAGING CORP AMER
$681K
PS1COMPUTER PROGRAMS & SYS INC
$672K
SF9SANDERSON FARMS INC
$636K
TJXTJX COS INC NEW
$635K
HDHOME DEPOT INC
$625K
MCDMCDONALDS CORP
$593K
VTIVANGUARD INDEX FDS
$576K
JPMJPMORGAN CHASE & CO
$575K
ETNEATON CORP PLC
$563K
TAT&T INC
$549K
BMYBRISTOL MYERS SQUIBB CO
$520K
MRKMERCK & CO INC NEW
$478K
SYYSYSCO CORP
$455K
EXPDEXPEDITORS INTL WASH INC
$447K
CSCOCISCO SYS INC
$443K
TFCTRUIST FINL CORP
$432K
SCHXSCHWAB STRATEGIC TR
$423K
MPTMEDICAL PPTYS TRUST INC
$416K
ABTABBOTT LABS
$402K
TENBTENABLE HLDGS INC
$397K
PRGPROG HOLDINGS INC
$377K
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