Southeast Asset Advisors, LLC Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$754.4M

Holdings

165

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
101
SPYSPDR S&P 500 ETF TR
2,555$00.00%
102
VOOVANGUARD INDEX FDS
51,043$00.00%
103
TECHBIO-TECHNE CORP
27,867$00.00%
104
DAYCERIDIAN HCM HLDG INC
80,911$00.00%
105
COSTCOSTCO WHSL CORP NEW
2,855$00.00%
106
JJACOBS SOLUTIONS INC
20,391$00.00%
107
FLOFLOWERS FOODS
3,276,549$00.00%
108
IDXXIDEXX LABS INC
3,820$00.00%
109
VIGVANGUARD SPECIALIZED PORTFOL
10,455$00.00%
110
RFREGIONS FINL CORP NEW
123,132$00.00%
111
ITTITT INC
20,532$00.00%
112
BRK-BBERKSHIRE HATHAWAY INC DEL
47$00.00%
113
PTCPTC INC
6,118$00.00%
114
TJXTJX COS INC NEW
15,800$00.00%
115
ABBVABBVIE INC
13,793$00.00%
116
DWLDDAVIS FUNDAMENTAL ETF TR
98,110$00.00%
117
VVISA INC
10,274$00.00%
118
AMZNAMAZON COM INC
18,934$00.00%
119
GDXVANECK VECTORS ETF TR
212,385$00.00%
120
MLMMARTIN MARIETTA MATLS INC
12,437$00.00%
121
SIGSIGNET JEWELERS LIMITED
37,837$00.00%
122
IAU*ISHARES GOLD TR
151,820$00.00%
123
MORNMORNINGSTAR INC
22,204$00.00%
124
DEDEERE & CO
2,926$00.00%
125
DRIDARDEN RESTAURANTS INC
7,348$00.00%
126
WABWABTEC
33,770$00.00%
127
MSAMSA SAFETY INC
9,140$00.00%
128
APHAMPHENOL CORP NEW
35,182$00.00%
129
SOSOUTHERN CO
20,944$00.00%
130
CLHCLEAN HARBORS INC
18,830$00.00%
131
VMCVULCAN MATLS CO
9,922$00.00%
132
POOLPOOL CORP
3,720$00.00%
133
SPSMSPDR SER TR
27,280$00.00%
134
TDYTELEDYNE TECHNOLOGIES INC
7,646$00.00%
135
CVXCHEVRON CORP
78,260$00.00%
136
PFEPFIZER INC
50,761$00.00%
137
BROBROWN & BROWN INC
73,643$00.00%
138
BRK/BBERKSHIRE HATHAWAY INC DEL
333,623$00.00%
139
SCISERVICE CORP INTL
31,263$00.00%
140
KOCOCA COLA CO
332,823$00.00%
141
AFLAFLAC INC
139,164$00.00%
142
INTCINTEL CORP
32,345$00.00%
143
KKRKKR & CO INC
17,167$00.00%
144
FDXFEDEX CORP
8,083$00.00%
145
CNMCORE & MAIN INC
68,027$00.00%
146
LYVLIVE NATION ENTERTAINMENT IN
62,709$00.00%
147
AAPLAPPLE INC
301,938$00.00%
148
ETNEATON CORP PLC
4,656$00.00%
149
MCDMCDONALDS CORP
6,045$00.00%
150
KVUEKENVUE INC
57,620$00.00%
151
RSPINVESCO EXCHANGE TRADED FD T
87,815$00.00%
152
GQ9SPDR GOLD TR
33,923$00.00%
153
CNXCNX RESOURCES CORPORATION
2,248,643$00.00%
154
TPDTEMPUR SEALY INTL INC
140,018$00.00%
155
SCHWSCHWAB CHARLES CORP
49,654$00.00%
156
MSFTMICROSOFT CORP
32,207$00.00%
157
KHCKRAFT HEINZ CO
129,337$00.00%
158
PNFPPINNACLE FINL PARTNERS INC
93,542$00.00%
159
ROLROLLINS INC
47,425$00.00%
160
PAYXPAYCHEX INC
22,471$00.00%
161
GOOGALPHABET INC
601,418$00.00%
162
SPMDSPDR SER TR
22,950$00.00%
163
VRTVERTIV HOLDINGS CO
98,120$00.00%
164
TCBCTC BANCSHARES INC
129,800$00.00%
165
MIDDMIDDLEBY CORP
28,645$00.00%
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