Southeast Asset Advisors, LLC Q4 2022 Filing

Filed February 9, 2023

Portfolio Value

$629.6M

Holdings

134

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
101
PKNPERKINELMER INC
23,241$00.00%
102
RFREGIONS FINL CORP NEW
98,318$00.00%
103
BRK-BBERKSHIRE HATHAWAY INC DEL
52$00.00%
104
TRMBTRIMBLE INC
31,870$00.00%
105
ABBVABBVIE INC
9,599$00.00%
106
CDWCDW CORP
33,144$00.00%
107
CATCATERPILLAR INC DEL
4,187$00.00%
108
STESTERIS PLC
13,009$00.00%
109
ENQENTEGRIS INC
47,156$00.00%
110
GDXVANECK VECTORS ETF TR
220,585$00.00%
111
TTCTORO CO
32,445$00.00%
112
SIGSIGNET JEWELERS LIMITED
33,984$00.00%
113
MORNMORNINGSTAR INC
30,213$00.00%
114
TECHBIO-TECHNE CORP
38,554$00.00%
115
DRIDARDEN RESTAURANTS INC
13,782$00.00%
116
WABWABTEC
37,302$00.00%
117
DWLDDAVIS FUNDAMENTAL ETF TR
107,585$00.00%
118
APHAMPHENOL CORP NEW
37,782$00.00%
119
SOSOUTHERN CO
21,643$00.00%
120
SCISERVICE CORP INTL
37,028$00.00%
121
AMZNAMAZON COM INC
13,509$00.00%
122
VMCVULCAN MATLS CO
9,939$00.00%
123
POOLPOOL CORP
7,810$00.00%
124
TDYTELEDYNE TECHNOLOGIES INC
11,988$00.00%
125
CVXCHEVRON CORP
73,391$00.00%
126
MLMMARTIN MARIETTA MATLS INC
17,360$00.00%
127
IAU*ISHARES GOLD TR
151,870$00.00%
128
PFEPFIZER INC
50,936$00.00%
129
BRK/BBERKSHIRE HATHAWAY INC DEL
364,544$00.00%
130
BROBROWN & BROWN INC
87,197$00.00%
131
GOOGALPHABET INC
633,424$00.00%
132
VIGVANGUARD SPECIALIZED PORTFOL
10,536$00.00%
133
ROLROLLINS INC
49,181$00.00%
134
KHCKRAFT HEINZ CO
134,775$00.00%
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