MondegarAI
Southeast Asset Advisors, LLC

Q2 2024 · 13F-HR

Southeast Asset Advisors, LLCholdings as filed

Filed 2024-08-12 · accession 0001104659-24-088261

$831.8M
Reported value
161
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$130.7M15.7%321,328CommonSOLE
02079K107GOOGALPHABET INC$105.3M12.7%574,101CommonSOLE
343498101FLOFLOWERS FOODS$75.6M9.09%3,404,045CommonSOLE
037833100AAPLAPPLE INC$63.6M7.65%301,934CommonSOLE
12653C108CNXCNX RESOURCES CORPORATION$54.6M6.57%2,247,589CommonSOLE
922908363VOOVANGUARD INDEX FDS$25.6M3.07%51,125CommonSOLE
191216100KOCOCA COLA CO$21.8M2.62%342,211CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$21.4M2.58%35CommonSOLE
594918104MSFTMICROSOFT CORP$18.3M2.20%40,904CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16.6M1.99%100,952CommonSOLE
166764100CVXCHEVRON CORP$12.7M1.52%81,016CommonSOLE
001055102AFLAFLAC INC$12.4M1.49%139,167CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.3M0.99%71,809CommonSOLE
92189F106GDXVANECK VECTORS ETF TR$7.9M0.95%232,385CommonSOLE
78468R556XOPSPDR SER TR$7.9M0.95%54,190CommonSOLE
78463V107GLDSPDR GOLD TR$7.5M0.91%35,043CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$7.5M0.90%93,542CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.2M0.87%49,576CommonSOLE
88023U101SGITEMPUR SEALY INTL INC$7.1M0.86%150,457CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6.9M0.83%12,689CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$6.8M0.82%72,428CommonSOLE
12514G108CDWCDW CORP$6.3M0.75%27,922CommonSOLE
617700109MORNMORNINGSTAR INC$6.0M0.73%20,384CommonSOLE
115236101BROBROWN & BROWN INC$5.9M0.71%65,738CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.8M0.70%115,622CommonSOLE
929740108WABWABTEC$5.4M0.65%34,453CommonSOLE
21874C102CNMCORE & MAIN INC$5.1M0.62%105,035CommonSOLE
464285204IAUISHARES GOLD TR$5.1M0.61%115,540CommonSOLE
596278101MIDDMIDDLEBY CORP$5.1M0.61%41,357CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$5.0M0.60%87,448CommonSOLE
15677J108DAYCERIDIAN HCM HLDG INC$4.6M0.56%93,587CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$4.4M0.53%50,910CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.4M0.53%59,661CommonSOLE
023135106AMZNAMAZON COM INC$3.9M0.47%20,414CommonSOLE
500754106KHCKRAFT HEINZ CO$3.8M0.45%117,035CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$3.7M0.44%41,196CommonSOLE
29362U104ENTGENTEGRIS INC$3.6M0.43%26,564CommonSOLE
896239100TRMBTRIMBLE INC$3.6M0.43%63,698CommonSOLE
184496107CLHCLEAN HARBORS INC$3.5M0.42%15,369CommonSOLE
23908L306DWLDDAVIS FUNDAMENTAL ETF TR$3.1M0.38%94,110CommonSOLE
817565104SCISERVICE CORP INTL$3.1M0.37%43,617CommonSOLE
891092108TTCTORO CO$3.1M0.37%33,081CommonSOLE
714046109RVTYREVVITY$2.9M0.35%28,025CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2.9M0.35%10,706CommonSOLE
45073V108ITTITT INC$2.9M0.35%22,371CommonSOLE
704326107PAYXPAYCHEX INC$2.7M0.33%22,855CommonSOLE
91879Q109MTNVAIL RESORTS INC$2.7M0.32%15,006CommonSOLE
92826C839VVISA INC$2.7M0.32%10,145CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.6M0.31%6,735CommonSOLE
464287804IJRISHARES TR$2.6M0.31%24,013CommonSOLE
7591EP100RFREGIONS FINL CORP NEW$2.5M0.30%124,364CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.30%2,906CommonSOLE
929160109VMCVULCAN MATLS CO$2.5M0.30%9,925CommonSOLE
48251W104KKRKKR & CO INC$2.4M0.28%22,357CommonSOLE
00287Y109ABBVABBVIE INC$2.3M0.28%13,396CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$2.1M0.26%32,678CommonSOLE
921908844VIGVANGUARD SPECIALIZED PORTFOL$2.1M0.25%11,537CommonSOLE
74762E102QUREQUANTA SVCS INC$2.1M0.25%8,162CommonSOLE
31428X106FDXFEDEX CORP$1.9M0.23%6,267CommonSOLE
570535104MKLMARKEL GROUP INC$1.8M0.22%1,156CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.8M0.22%25,196CommonSOLE
831865209AOSSMITH A O CORP$1.8M0.21%21,584CommonSOLE
872540109TJXTJX COS INC NEW$1.7M0.21%15,800CommonSOLE
G8473T100STESTERIS PLC$1.7M0.21%7,796CommonSOLE
842587107SOSOUTHERN CO$1.7M0.20%21,637CommonSOLE
46428Q109SLVISHARES SILVER TR$1.6M0.19%60,748CommonSOLE
580135101MCDMCDONALDS CORP$1.5M0.19%6,062CommonSOLE
02079K305GOOGLALPHABET INC$1.5M0.18%8,378CommonSOLE
032095101APHAMPHENOL CORP NEW$1.5M0.18%22,226CommonSOLE
G29183103ETNEATON CORP PLC$1.4M0.17%4,623CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.4M0.17%3,864CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.17%2,558CommonSOLE
149123101CATCATERPILLAR INC DEL$1.4M0.17%4,147CommonSOLE
717081103PFEPFIZER INC$1.3M0.16%47,391CommonSOLE
931142103WMTWALMART INC$1.2M0.15%17,968CommonSOLE
78464A847SPMDSPDR SER TR$1.2M0.14%22,950CommonSOLE
78468R853SPSMSPDR SER TR$1.1M0.14%27,280CommonSOLE
69370C100PTCPTC INC$1.1M0.14%6,232CommonSOLE
437076102HDHOME DEPOT INC$1.1M0.14%3,282CommonSOLE
464287200IVVISHARES TR$1.1M0.14%2,058CommonSOLE
775711104ROLROLLINS INC$1.1M0.13%22,980CommonSOLE
244199105DEDEERE & CO$1.1M0.13%2,934CommonSOLE
464287150ITOTISHARES TR$1.1M0.13%8,916CommonSOLE
254687106DISDISNEY WALT CO$1.0M0.13%10,565CommonSOLE
464287432TLTISHARES TR$1.0M0.12%10,975CommonSOLE
458140100INTCINTEL CORP$994,4560.12%32,110CommonSOLE
58933Y105MRKMERCK & CO INC NEW$946,9710.11%7,649CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$946,3970.11%4,679CommonSOLE
25861R204CAPEDOUBLELINE ETF TRUST$931,3320.11%33,597CommonSOLE
695156109PKGPACKAGING CORP AMER$924,6000.11%5,065CommonSOLE
73278L105POOLPOOL CORP$909,6970.11%2,960CommonSOLE
742718109PGPROCTER & GAMBLE CO$837,6780.10%5,079CommonSOLE
002824100ABTABBOTT LABS$827,1140.10%7,960CommonSOLE
17275R102CSCOCISCO SYS INC$739,5180.09%15,566CommonSOLE
65339F101NEENEXTERA ENERGY INC$739,2560.09%10,440CommonSOLE
37940X102GPNGLOBAL PMTS INC$716,2570.09%7,407CommonSOLE
922908769VTIVANGUARD INDEX FDS$690,1760.08%2,580CommonSOLE
126408103CSXCSX CORP$664,1200.08%19,854CommonSOLE
835495102SONSONOCO PRODS CO$653,4520.08%12,884CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$643,8790.08%4,705CommonSOLE
256677105DGDOLLAR GEN CORP NEW$626,7970.08%4,740CommonSOLE
49177J102KVUEKENVUE INC$600,8940.07%33,052CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$583,1330.07%3,355CommonSOLE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$557,0380.07%78,456CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$541,9230.07%8,650CommonSOLE
461202103INTUINTUIT$510,6520.06%777CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$505,4650.06%1,666CommonSOLE
67066G104NVDANVIDIA CORPORATION$500,1450.06%4,048CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$488,2310.06%1,636CommonSOLE
532457108LLYLILLY ELI & CO$470,5590.06%520CommonSOLE
464287457SHYISHARES TR$466,2220.06%5,710CommonSOLE
46090E103QQQINVESCO QQQ TR$463,4800.06%967CommonSOLE
713448108PEPPEPSICO INC$457,8460.06%2,776CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$447,0740.05%2,300CommonSOLE
68389X105ORCLORACLE CORP$434,8180.05%3,079CommonSOLE
863667101SYKSTRYKER CORPORATION$423,2710.05%1,244CommonSOLE
701094104PHPARKER-HANNIFIN CORP$422,8570.05%836CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$422,7200.05%1,771CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$410,4080.05%5,311CommonSOLE
464288661IEIISHARES TR$409,9190.05%3,550CommonSOLE
87224V108TCBCTC BANCSHARES INC$405,0000.05%30,000CommonSOLE
060505104BACBANK AMERICA CORP$401,9250.05%10,106CommonSOLE
88160R101TSLATESLA INC$397,9370.05%2,011CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$396,1240.05%360,113CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$394,8450.05%2,283CommonSOLE
89832Q109TFCTRUIST FINL CORP$379,3700.05%9,765CommonSOLE
256603101DOLE PLC$373,5120.04%30,516CommonSOLE
09260D107BXBLACKSTONE INC$350,3540.04%2,830CommonSOLE
361448103GATXGATX CORP$348,5550.04%2,633CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$346,2150.04%4,953CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$340,4400.04%668CommonSOLE
031162100AMGNAMGEN INC$336,1610.04%1,076CommonSOLE
780259305SHELSHELL PLC$328,9960.04%4,558CommonSOLE
30303M102METAMETA PLATFORMS INC$318,1630.04%631CommonSOLE
670346105NUENUCOR CORP$316,1600.04%2,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$313,6440.04%1,461CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$311,4950.04%14,063CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$309,1010.04%3,079CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$300,3050.04%4,674CommonSOLE
907818108UNPUNION PAC CORP$294,2620.04%1,301CommonSOLE
025816109AXPAMERICAN EXPRESS CO$294,1120.04%1,270CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$292,3010.04%3,056CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$282,9430.03%2,729CommonSOLE
66987V109NVSNOVARTIS AG$278,9250.03%2,620CommonSOLE
11135F101AVGOBROADCOM INC$275,0560.03%171CommonSOLE
46434V621DGROISHARES TR$265,4130.03%4,607CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$264,0100.03%1,167CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$252,7230.03%1,558CommonSOLE
596680108MSEXMIDDLESEX WTR CO$248,1570.03%4,749CommonSOLE
50050N103KTBKONTOOR BRANDS INC$235,8250.03%3,565CommonSOLE
464287614IWFISHARES TR$235,4730.03%646CommonSOLE
871829107SYYSYSCO CORP$230,5900.03%3,230CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$228,1840.03%1,846CommonSOLE
097023105BABOEING CO$209,6760.03%1,152CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$208,5390.03%2,149CommonSOLE
25861R303DCREDOUBLELINE ETF TRUST$203,2960.02%3,956CommonSOLE
H1467J104CBCHUBB LIMITED$200,4930.02%786CommonSOLE
345370860FFORD MTR CO DEL$125,7550.02%10,028CommonSOLE
610335101MRCCMONROE CAP CORP$121,7600.01%16,000CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$108,5100.01%25,176CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$87,9000.01%15,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.