Southeast Asset Advisors, LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$610.4M

Holdings

143

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (143 positions)

#StockSharesValue% PortfolioType
101
SCHXSCHWAB STRATEGIC TR
4,372$455K0.07%
102
SYYSYSCO CORP
5,780$449K0.07%
103
HILLMAN SOLUTIONS CORP
35,516$440K0.07%
104
PRGPROG HOLDINGS INC
9,117$439K0.07%
105
IBMINTERNATIONAL BUSINESS MACHS
2,801$411K0.07%
106
TFCTRUIST FINL CORP
7,407$411K0.07%
107
MPTMEDICAL PPTYS TRUST INC
19,790$398K0.07%
108
ABTABBOTT LABS
3,355$389K0.06%
109
MSEXMIDDLESEX WTR CO
4,749$388K0.06%
110
VLUEISHARES TR
3,600$378K0.06%
111
SHWSHERWIN WILLIAMS CO
1,343$366K0.06%
112
TLTISHARES TR
2,480$358K0.06%
113
NSCNORFOLK SOUTHN CORP
1,339$355K0.06%
114
RTXRAYTHEON TECHNOLOGIES CORP
3,597$307K0.05%
115
ADPAUTOMATIC DATA PROCESSING IN
1,521$302K0.05%
116
LYBLYONDELLBASELL INDUSTRIES N
2,896$298K0.05%
117
SYU1SYNOVUS FINL CORP
6,785$298K0.05%
118
TRTN-PATRITON INTL LTD
5,358$280K0.05%
119
UNPUNION PAC CORP
1,267$279K0.05%
120
BABOEING CO
1,136$272K0.04%
121
PHPARKER-HANNIFIN CORP
836$257K0.04%
122
OGM1COGENT COMMUNICATIONS HLDGS IN
3,314$255K0.04%
123
AMGNAMGEN INC
1,033$252K0.04%
124
NDQINVESCO QQQ TR
699$248K0.04%
125
SBUXSTARBUCKS CORP
2,202$246K0.04%
126
ORCLORACLE CORP
3,144$245K0.04%
127
BXBLACKSTONE GROUP INC
2,455$238K0.04%
128
GOOGLALPHABET INC
96$234K0.04%
129
DGROISHARES TR
4,631$233K0.04%
130
CLCOLGATE PALMOLIVE CO
2,750$224K0.04%
131
PEPPEPSICO INC
1,398$207K0.03%
132
BLKCHFBLACKROCK INC
235$206K0.03%
133
AXPAMERICAN EXPRESS CO
1,238$205K0.03%
134
IGSBISHARES TR
3,724$204K0.03%
135
MINTPIMCO ETF TR
2,000$204K0.03%
136
MRVLMARVELL TECHNOLOGY INC
3,500$204K0.03%
137
COSTCOSTCO WHSL CORP NEW
512$203K0.03%
138
KTBKONTOOR BRANDS INC
3,565$201K0.03%
139
IWFISHARES TR
737$200K0.03%
140
MONROE CAP CORP
16,000$172K0.03%
141
GEGENERAL ELECTRIC CO
10,438$141K0.02%
142
PSLV/USPROTT PHYSICAL SILVER TR
10,821$100K0.02%
143
AGIALAMOS GOLD INC NEW
12,676$97K0.02%
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