Southeast Asset Advisors, LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$831.0M

Holdings

167

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (167 positions)

#StockSharesValue% PortfolioType
101
ETNEATON CORP PLC
4,656$00.00%
102
JNJJOHNSON & JOHNSON
49,563$00.00%
103
MCDMCDONALDS CORP
6,053$00.00%
104
RSPINVESCO EXCHANGE TRADED FD T
99,900$00.00%
105
DISDISNEY WALT CO
10,925$00.00%
106
JPSTJ P MORGAN EXCHANGE TRADED F
93,774$00.00%
107
GQ9SPDR GOLD TR
35,043$00.00%
108
MSFTMICROSOFT CORP
40,362$00.00%
109
XOMEXXON MOBIL CORP
71,996$00.00%
110
SPYSPDR S&P 500 ETF TR
2,557$00.00%
111
VOOVANGUARD INDEX FDS
51,149$00.00%
112
PNFPPINNACLE FINL PARTNERS INC
93,542$00.00%
113
PAYXPAYCHEX INC
23,086$00.00%
114
DAYCERIDIAN HCM HLDG INC
91,618$00.00%
115
SPMDSPDR SER TR
22,950$00.00%
116
TRMBTRIMBLE INC
64,049$00.00%
117
COSTCOSTCO WHSL CORP NEW
2,906$00.00%
118
CDWCDW CORP
28,144$00.00%
119
FLOFLOWERS FOODS
3,402,087$00.00%
120
IVVISHARES TR
2,058$00.00%
121
MKLMARKEL GROUP INC
1,156$00.00%
122
CATCATERPILLAR INC DEL
4,142$00.00%
123
STESTERIS PLC
7,877$00.00%
124
ENQENTEGRIS INC
26,798$00.00%
125
RFREGIONS FINL CORP NEW
123,652$00.00%
126
ITTITT INC
16,473$00.00%
127
BRK-BBERKSHIRE HATHAWAY INC DEL
35$00.00%
128
AOSSMITH A O CORP
18,821$00.00%
129
PKNREVVITY
28,315$00.00%
130
TTCTORO CO
31,753$00.00%
131
TJXTJX COS INC NEW
15,800$00.00%
132
ABBVABBVIE INC
13,394$00.00%
133
TECHBIO-TECHNE CORP
29,786$00.00%
134
PTCPTC INC
6,282$00.00%
135
JEPIJ P MORGAN EXCHANGE TRADED F
69,812$00.00%
136
ITOTISHARES TR
8,936$00.00%
137
GDXVANECK VECTORS ETF TR
232,385$00.00%
138
DWLDDAVIS FUNDAMENTAL ETF TR
98,110$00.00%
139
SIGSIGNET JEWELERS LIMITED
38,913$00.00%
140
VVISA INC
10,170$00.00%
141
MORNMORNINGSTAR INC
20,548$00.00%
142
DEDEERE & CO
2,930$00.00%
143
AMZNAMAZON COM INC
19,318$00.00%
144
WABWABTEC
34,735$00.00%
145
MLMMARTIN MARIETTA MATLS INC
12,794$00.00%
146
IAU*ISHARES GOLD TR
151,820$00.00%
147
APHAMPHENOL CORP NEW
22,363$00.00%
148
SOSOUTHERN CO
20,791$00.00%
149
SCISERVICE CORP INTL
32,462$00.00%
150
PWRQUANTA SVCS INC
7,185$00.00%
151
VMCVULCAN MATLS CO
9,924$00.00%
152
POOLPOOL CORP
3,823$00.00%
153
SPSMSPDR SER TR
27,280$00.00%
154
PFEPFIZER INC
46,810$00.00%
155
TDYTELEDYNE TECHNOLOGIES INC
8,129$00.00%
156
CVXCHEVRON CORP
80,390$00.00%
157
BROBROWN & BROWN INC
66,315$00.00%
158
VIGVANGUARD SPECIALIZED PORTFOL
11,314$00.00%
159
WMTWALMART INC
17,937$00.00%
160
BRK/BBERKSHIRE HATHAWAY INC DEL
325,816$00.00%
161
CLHCLEAN HARBORS INC
15,515$00.00%
162
CNXCNX RESOURCES CORPORATION
2,247,789$00.00%
163
TPDTEMPUR SEALY INTL INC
151,565$00.00%
164
SCHWSCHWAB CHARLES CORP
58,358$00.00%
165
KHCKRAFT HEINZ CO
117,414$00.00%
166
AAPLAPPLE INC
301,329$00.00%
167
ROLROLLINS INC
28,778$00.00%
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