Southeast Asset Advisors, LLC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$666.7M

Holdings

143

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (143 positions)

#StockSharesValue% PortfolioType
101
MCDMCDONALDS CORP
5,819$00.00%
102
RSPINVESCO EXCHANGE TRADED FD T
50,272$00.00%
103
COSTCOSTCO WHSL CORP NEW
3,009$00.00%
104
JJACOBS SOLUTIONS INC
23,651$00.00%
105
FLOFLOWERS FOODS
3,491,948$00.00%
106
GQ9SPDR GOLD TR
20,895$00.00%
107
IDXXIDEXX LABS INC
3,775$00.00%
108
MSFTMICROSOFT CORP
18,540$00.00%
109
PKNPERKINELMER INC
26,135$00.00%
110
RFREGIONS FINL CORP NEW
98,742$00.00%
111
BRK-BBERKSHIRE HATHAWAY INC DEL
52$00.00%
112
TJXTJX COS INC NEW
15,800$00.00%
113
ABBVABBVIE INC
12,229$00.00%
114
PAYXPAYCHEX INC
21,027$00.00%
115
TRMBTRIMBLE INC
31,882$00.00%
116
CDWCDW CORP
27,378$00.00%
117
STESTERIS PLC
12,989$00.00%
118
ENQENTEGRIS INC
39,173$00.00%
119
GDXVANECK VECTORS ETF TR
212,385$00.00%
120
TTCTORO CO
28,758$00.00%
121
SIGSIGNET JEWELERS LIMITED
33,997$00.00%
122
MORNMORNINGSTAR INC
30,249$00.00%
123
TECHBIO-TECHNE CORP
38,569$00.00%
124
DRIDARDEN RESTAURANTS INC
10,158$00.00%
125
WABWABTEC
40,265$00.00%
126
DWLDDAVIS FUNDAMENTAL ETF TR
103,885$00.00%
127
APHAMPHENOL CORP NEW
37,724$00.00%
128
SOSOUTHERN CO
21,157$00.00%
129
SCISERVICE CORP INTL
36,693$00.00%
130
VVISA INC
10,428$00.00%
131
VMCVULCAN MATLS CO
9,941$00.00%
132
POOLPOOL CORP
7,798$00.00%
133
AMZNAMAZON COM INC
18,731$00.00%
134
TDYTELEDYNE TECHNOLOGIES INC
11,993$00.00%
135
CVXCHEVRON CORP
73,308$00.00%
136
MLMMARTIN MARIETTA MATLS INC
17,334$00.00%
137
IAU*ISHARES GOLD TR
151,870$00.00%
138
SSBUSDSOUTHSTATE CORPORATION
20,253$00.00%
139
PFEPFIZER INC
48,600$00.00%
140
BRK/BBERKSHIRE HATHAWAY INC DEL
364,252$00.00%
141
BROBROWN & BROWN INC
83,779$00.00%
142
VRTVERTIV HOLDINGS CO
110,685$00.00%
143
VIGVANGUARD SPECIALIZED PORTFOL
10,583$00.00%
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