MondegarAI
Southeast Asset Advisors, LLC

Q4 2024 · 13F-HR

Southeast Asset Advisors, LLCholdings as filed

Filed 2025-02-13 · accession 0001104659-25-012627

$815.1M
Reported value
167
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$135.3M16.6%298,415CommonSOLE
02079K107GOOGALPHABET INC$86.0M10.6%451,823CommonSOLE
12653C108CNXCNX RESOURCES CORPORATION$83.1M10.2%2,266,206CommonSOLE
343498101FLOFLOWERS FOODS$64.1M7.86%3,102,423CommonSOLE
037833100AAPLAPPLE INC$62.1M7.62%247,989CommonSOLE
922908363VOOVANGUARD INDEX FDS$23.3M2.86%43,192CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$21.0M2.58%120,013CommonSOLE
191216100KOCOCA COLA CO$20.2M2.48%324,465CommonSOLE
594918104MSFTMICROSOFT CORP$15.5M1.90%36,687CommonSOLE
001055102AFLAFLAC INC$14.5M1.78%139,976CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$10.7M1.31%212,672CommonSOLE
166764100CVXCHEVRON CORP$9.9M1.21%68,182CommonSOLE
78463V107GLDSPDR GOLD TR$8.5M1.04%35,093CommonSOLE
92189F106GDXVANECK VECTORS ETF TR$7.6M0.93%224,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.5M0.92%69,655CommonSOLE
78468R556XOPSPDR SER TR$7.2M0.88%54,190CommonSOLE
88023U101SGITEMPUR SEALY INTL INC$6.8M0.83%119,136CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$5.8M0.72%45,054CommonSOLE
464285204IAUISHARES GOLD TR$5.7M0.70%115,540CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$5.6M0.69%98,063CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$5.5M0.67%48,335CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.5M0.67%37,883CommonSOLE
596278101MIDDMIDDLEBY CORP$5.2M0.64%38,231CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$4.8M0.58%7CommonSOLE
929740108WABWABTEC$4.8M0.58%25,118CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$4.8M0.58%9,205CommonSOLE
023135106AMZNAMAZON COM INC$4.7M0.58%21,569CommonSOLE
45073V108ITTITT INC$4.7M0.57%32,792CommonSOLE
896239100TRMBTRIMBLE INC$4.7M0.57%66,207CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.5M0.55%22,816CommonSOLE
15677J108DAYCERIDIAN HCM HLDG INC$4.5M0.55%61,985CommonSOLE
21874C102CNMCORE & MAIN INC$4.5M0.55%87,457CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$4.4M0.54%100,372CommonSOLE
817565104SCISERVICE CORP INTL$4.4M0.54%55,198CommonSOLE
115236101BROBROWN & BROWN INC$4.3M0.52%41,768CommonSOLE
617700109MORNMORNINGSTAR INC$3.9M0.48%11,725CommonSOLE
464287507IJHISHARES TR$3.9M0.48%62,732CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$3.8M0.47%56,140CommonSOLE
G8473T100STESTERIS PLC$3.7M0.45%17,961CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.6M0.45%49,060CommonSOLE
12514G108CDWCDW CORP$3.4M0.41%19,333CommonSOLE
48251W104KKRKKR & CO INC$3.3M0.41%22,357CommonSOLE
92826C839VVISA INC$3.3M0.40%10,436CommonSOLE
500754106KHCKRAFT HEINZ CO$3.1M0.38%101,861CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$3.0M0.37%36,872CommonSOLE
704326107PAYXPAYCHEX INC$2.8M0.35%20,100CommonSOLE
464287804IJRISHARES TR$2.8M0.34%24,395CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.8M0.34%5,995CommonSOLE
184496107CLHCLEAN HARBORS INC$2.7M0.33%11,722CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.7M0.33%2,918CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2.7M0.33%50,290CommonSOLE
29084Q100EMEEMCOR GROUP INC$2.5M0.30%5,426CommonSOLE
7591EP100RFREGIONS FINL CORP NEW$2.4M0.29%101,678CommonSOLE
891092108TTCTORO CO$2.4M0.29%29,630CommonSOLE
00287Y109ABBVABBVIE INC$2.3M0.28%12,983CommonSOLE
29362U104ENTGENTEGRIS INC$2.3M0.28%23,270CommonSOLE
921908844VIGVANGUARD SPECIALIZED PORTFOL$2.3M0.28%11,540CommonSOLE
929160109VMCVULCAN MATLS CO$2.1M0.25%8,008CommonSOLE
831865209AOSSMITH A O CORP$2.1M0.25%30,114CommonSOLE
02079K305GOOGLALPHABET INC$1.9M0.23%10,099CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.9M0.23%8,326CommonSOLE
872540109TJXTJX COS INC NEW$1.9M0.23%15,800CommonSOLE
842587107SOSOUTHERN CO$1.9M0.23%23,097CommonSOLE
580135101MCDMCDONALDS CORP$1.7M0.21%5,981CommonSOLE
31428X106FDXFEDEX CORP$1.7M0.21%6,158CommonSOLE
931142103WMTWALMART INC$1.7M0.20%18,328CommonSOLE
46428Q109SLVISHARES SILVER TR$1.6M0.20%60,748CommonSOLE
23908L306DWLDDAVIS FUNDAMENTAL ETF TR$1.5M0.19%42,680CommonSOLE
G29183103ETNEATON CORP PLC$1.5M0.19%4,623CommonSOLE
127190304CACICACI INTL INC$1.5M0.18%3,632CommonSOLE
570535104MKLMARKEL GROUP INC$1.4M0.17%816CommonSOLE
149123101CATCATERPILLAR INC DEL$1.3M0.16%3,622CommonSOLE
714046109RVTYREVVITY$1.3M0.16%11,413CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.3M0.16%17,665CommonSOLE
437076102HDHOME DEPOT INC$1.3M0.16%3,259CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.16%2,161CommonSOLE
78464A847SPMDSPDR SER TR$1.3M0.15%22,950CommonSOLE
78468R853SPSMSPDR SER TR$1.2M0.15%27,280CommonSOLE
464287200IVVISHARES TR$1.2M0.15%2,058CommonSOLE
717081103PFEPFIZER INC$1.2M0.15%44,746CommonSOLE
69370C100PTCPTC INC$1.1M0.14%6,193CommonSOLE
244199105DEDEERE & CO$1.1M0.14%2,683CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.1M0.14%4,722CommonSOLE
74762E102QUREQUANTA SVCS INC$1.1M0.14%3,538CommonSOLE
695156109PKGPACKAGING CORP AMER$1.1M0.14%4,962CommonSOLE
464287150ITOTISHARES TR$1.1M0.13%8,526CommonSOLE
002824100ABTABBOTT LABS$1.0M0.13%9,047CommonSOLE
25861R204CAPEDOUBLELINE ETF TRUST$1.0M0.12%33,597CommonSOLE
464287432TLTISHARES TR$968,8490.12%11,094CommonSOLE
254687106DISDISNEY WALT CO$898,1050.11%8,066CommonSOLE
17275R102CSCOCISCO SYS INC$897,2500.11%15,156CommonSOLE
742718109PGPROCTER & GAMBLE CO$870,8520.11%5,194CommonSOLE
37940X102GPNGLOBAL PMTS INC$830,0280.10%7,407CommonSOLE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$816,6110.10%17,513CommonSOLE
88160R101TSLATESLA INC$798,3920.10%1,977CommonSOLE
58933Y105MRKMERCK & CO INC NEW$762,2740.09%7,663CommonSOLE
922908769VTIVANGUARD INDEX FDS$757,9640.09%2,615CommonSOLE
65339F101NEENEXTERA ENERGY INC$748,4440.09%10,440CommonSOLE
67066G104NVDANVIDIA CORPORATION$702,0300.09%5,228CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$661,6130.08%1,881CommonSOLE
461202103INTUINTUIT$651,7550.08%1,037CommonSOLE
126408103CSXCSX CORP$640,6930.08%19,854CommonSOLE
49177J102KVUEKENVUE INC$639,1460.08%29,937CommonSOLE
835495102SONSONOCO PRODS CO$629,3600.08%12,884CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$593,3010.07%4,705CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$588,7590.07%1,732CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$563,2950.07%5,100CommonSOLE
863667101SYKSTRYKER CORPORATION$561,3180.07%1,559CommonSOLE
701094104PHPARKER-HANNIFIN CORP$531,7210.07%836CommonSOLE
46090E103QQQINVESCO QQQ TR$526,7940.06%1,030CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$526,3290.06%1,798CommonSOLE
68389X105ORCLORACLE CORP$513,0480.06%3,079CommonSOLE
04626A103ALABASTERA LABS INC$504,7670.06%3,811CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$501,8720.06%2,283CommonSOLE
09260D107BXBLACKSTONE INC$487,9490.06%2,830CommonSOLE
060505104BACBANK AMERICA CORP$444,4790.05%10,113CommonSOLE
89832Q109TFCTRUIST FINL CORP$423,6060.05%9,765CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$421,8430.05%2,300CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$418,7100.05%5,367CommonSOLE
464288661IEIISHARES TR$413,6080.05%3,579CommonSOLE
256603101DOLE PLC$413,4450.05%30,535CommonSOLE
713448108PEPPEPSICO INC$410,4100.05%2,699CommonSOLE
361448103GATXGATX CORP$410,3590.05%2,648CommonSOLE
11135F101AVGOBROADCOM INC$403,5990.05%1,741CommonSOLE
532457108LLYLILLY ELI & CO$401,2400.05%520CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$384,3890.05%760CommonSOLE
025816109AXPAMERICAN EXPRESS CO$378,4230.05%1,275CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$373,8520.05%8,195CommonSOLE
464287457SHYISHARES TR$362,6800.04%4,424CommonSOLE
30303M102METAMETA PLATFORMS INC$359,5030.04%614CommonSOLE
256677105DGDOLLAR GEN CORP NEW$359,4020.04%4,740CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$359,2190.04%67,650CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$357,8060.04%3,092CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$341,1070.04%1,467CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$334,6440.04%2,165CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$332,0600.04%1,415CommonSOLE
031162100AMGNAMGEN INC$328,2860.04%1,260CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$325,0300.04%14,022CommonSOLE
032095101APHAMPHENOL CORP NEW$308,9830.04%4,449CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$306,1520.04%14,063CommonSOLE
907818108UNPUNION PAC CORP$297,3140.04%1,304CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$286,7390.04%1,846CommonSOLE
46434V621DGROISHARES TR$280,4060.03%4,571CommonSOLE
780259305SHELSHELL PLC$274,4070.03%4,380CommonSOLE
548661107LOWLOWES COS INC$257,1660.03%1,042CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$255,4100.03%3,314CommonSOLE
369604301GEGE AEROSPACE$255,0220.03%1,529CommonSOLE
66987V109NVSNOVARTIS AG$254,9520.03%2,620CommonSOLE
H1467J104CBCHUBB LIMITED$253,6430.03%918CommonSOLE
596680108MSEXMIDDLESEX WTR CO$249,9140.03%4,749CommonSOLE
09290D101BLKBLACKROCK INC$248,0770.03%242CommonSOLE
871829107SYYSYSCO CORP$246,9660.03%3,230CommonSOLE
670346105NUENUCOR CORP$233,4200.03%2,000CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$233,3990.03%2,229CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$228,9540.03%3,083CommonSOLE
097023105BABOEING CO$226,0290.03%1,277CommonSOLE
172908105CTASCINTAS CORP$217,7780.03%1,192CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$214,5780.03%2,157CommonSOLE
464287614IWFISHARES TR$210,8300.03%525CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$210,5070.03%3,491CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$207,9020.03%4,208CommonSOLE
25861R303DCREDOUBLELINE ETF TRUST$203,5760.02%3,956CommonSOLE
46429B663HDVISHARES TR$200,9450.02%1,790CommonSOLE
G65163100JOBYJOBY AVIATION INC$172,6240.02%21,233CommonSOLE
610335101MRCCMONROE CAP CORP$136,0000.02%16,000CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$104,4060.01%26,432CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$66,7500.01%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.