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Asset Advisors Investment Management, LLC

Q2 2024 · 13F-HR

Asset Advisors Investment Management, LLCholdings as filed

Filed 2024-08-14 · accession 0001376474-24-000433

$918.5M
Reported value
104
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$85.0M9.25%190,079CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$81.3M8.85%1,045,039CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$60.8M6.62%966,687CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$48.7M5.30%57,241CommonNONE
461202103INTUINTUIT$42.1M4.58%64,049CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$32.6M3.55%144,049CommonNONE
172908105CTASCINTAS CORP$30.5M3.33%43,618CommonNONE
571903202MARMARRIOTT INTL INC NEW$26.7M2.90%110,239CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$23.0M2.50%75,784CommonNONE
02079K305GOOGLALPHABET INC$22.7M2.47%124,732CommonNONE
023135106AMZNAMAZON COM INC$22.3M2.43%115,370CommonNONE
931142103WMTWALMART INC$21.4M2.33%315,566CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$20.5M2.23%197,501CommonNONE
260003108DOVDOVER CORP$17.9M1.95%99,092CommonNONE
478160104JNJJOHNSON & JOHNSON$17.8M1.94%121,608CommonNONE
704326107PAYXPAYCHEX INC$17.0M1.86%143,791CommonNONE
00287Y109ABBVABBVIE INC$16.8M1.83%97,818CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$16.2M1.76%189,093CommonNONE
191216100KOCOCA COLA CO$15.9M1.73%249,802CommonNONE
H1467J104CBCHUBB LIMITED$15.9M1.73%62,314CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$14.6M1.59%356,039CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$12.8M1.40%99,363CommonNONE
808513105SCHWSCHWAB CHARLES CORP$12.8M1.40%174,052CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$12.5M1.36%85,947CommonNONE
46429B697USMVISHARES TR$11.6M1.26%137,939CommonNONE
002824100ABTABBOTT LABS$11.4M1.24%109,892CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.6M1.15%26,000CommonNONE
031162100AMGNAMGEN INC$10.3M1.12%32,980CommonNONE
67066G104NVDANVIDIA CORPORATION$10.0M1.09%81,110CommonNONE
03076C106AMPAMERIPRISE FINL INC$9.7M1.05%22,661CommonNONE
464287168DVYISHARES TR$9.4M1.02%77,668CommonNONE
824348106SHWSHERWIN WILLIAMS CO$8.5M0.93%28,548CommonNONE
742718109PGPROCTER AND GAMBLE CO$8.4M0.91%50,713CommonNONE
58933Y105MRKMERCK & CO INC$8.2M0.89%66,343CommonNONE
037833100AAPLAPPLE INC$7.6M0.83%36,191CommonNONE
46432F339QUALISHARES TR$7.6M0.82%44,365CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.0M0.76%12,615CommonNONE
94106L109WMWASTE MGMT INC DEL$6.7M0.73%31,584CommonNONE
437076102HDHOME DEPOT INC$6.0M0.65%17,411CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$5.9M0.64%249,323CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$5.9M0.64%50,950CommonNONE
09247X101BLKCHFBLACKROCK INC$5.5M0.60%7,035CommonNONE
244199105DEDEERE & CO$5.3M0.58%14,261CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$5.0M0.55%27,449CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$4.3M0.47%55,173CommonNONE
254687106DISDISNEY WALT CO$3.6M0.39%36,083CommonNONE
053332102AZOAUTOZONE INC$3.4M0.37%1,158CommonNONE
464287846IYYISHARES TR$3.2M0.34%23,885CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.1M0.34%5,663CommonNONE
46436E858IBTGISHARES TR$2.8M0.30%121,753CommonNONE
65339F101NEENEXTERA ENERGY INC$2.6M0.29%37,036CommonNONE
872540109TJXTJX COS INC NEW$2.6M0.28%23,630CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.4M0.26%17,092CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.2M0.24%29,380CommonNONE
98419M100XYLXYLEM INC$2.2M0.24%16,518CommonNONE
46436E866ISHARES TR$2.2M0.24%96,123CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$2.2M0.24%15,625CommonNONE
922908363VOOVANGUARD INDEX FDS$2.2M0.24%4,446CommonNONE
580135101MCDMCDONALDS CORP$2.0M0.21%7,670CommonNONE
31428X106FDXFEDEX CORP$1.6M0.17%5,340CommonNONE
713448108PEPPEPSICO INC$1.6M0.17%9,499CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.16%7,457CommonNONE
427866108HSYHERSHEY CO$1.4M0.15%7,700CommonNONE
922908769VTIVANGUARD INDEX FDS$1.4M0.15%5,079CommonNONE
115637209BF/BBROWN FORMAN CORP$1.3M0.15%31,200CommonNONE
46436E874IBTEISHARES TR$1.3M0.14%55,320CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.13%5,167CommonNONE
842587107SOSOUTHERN CO$1.2M0.13%15,411CommonNONE
049560105ATOATMOS ENERGY CORP$1.1M0.12%9,541CommonNONE
22052L104CTVACORTEVA INC$1.1M0.12%19,888CommonNONE
291011104EMREMERSON ELEC CO$991,4400.11%9,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$967,5940.11%1,900CommonNONE
718172109PMPHILIP MORRIS INTL INC$841,0390.09%8,300CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$827,0150.09%12,137CommonNONE
166764100CVXCHEVRON CORP NEW$591,4240.06%3,781CommonNONE
92204A603VISVANGUARD WORLD FD$564,5280.06%2,400CommonNONE
00724F101ADBEADOBE INC$555,5400.06%1,000CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$505,5600.06%5,044CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$491,6970.05%2,843CommonNONE
02079K107GOOGALPHABET INC$490,4650.05%2,674CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$466,9190.05%11,322CommonNONE
319835104FCCOFIRST CMNTY CORP S C$465,7500.05%27,000CommonNONE
30231G102XOMEXXON MOBIL CORP$452,9970.05%3,935CommonNONE
808524607SCHASCHWAB STRATEGIC TR$446,8370.05%9,417CommonNONE
780259305SHELSHELL PLC$433,0800.05%6,000CommonNONE
372460105GPCGENUINE PARTS CO$414,9600.05%3,000CommonNONE
717081103PFEPFIZER INC$407,4450.04%14,562CommonNONE
81762P102NOWSERVICENOW INC$385,4680.04%490CommonNONE
438516106HONHONEYWELL INTL INC$372,6270.04%1,745CommonNONE
88579Y101MMM3M CO$347,4460.04%3,400CommonNONE
025816109AXPAMERICAN EXPRESS CO$347,3250.04%1,500CommonNONE
00326A104SGOLETFS GOLD TR$346,0770.04%15,575CommonNONE
780287108RGLDROYAL GOLD INC$312,9000.03%2,500CommonNONE
609207105MDLZMONDELEZ INTL INC$294,7420.03%4,504CommonNONE
718546104PSXPHILLIPS 66$293,9160.03%2,082CommonNONE
882508104TXNTEXAS INSTRS INC$284,0140.03%1,460CommonNONE
464287200IVVISHARES TR$268,1430.03%490CommonNONE
194162103CLCOLGATE PALMOLIVE CO$259,0970.03%2,670CommonNONE
78463V107GLDSPDR GOLD TR$258,0120.03%1,200CommonNONE
46090E103QQQINVESCO QQQ TR$244,8250.03%511CommonNONE
060505104BACBANK AMERICA CORP$238,6600.03%6,001CommonNONE
92826C839VVISA INC$203,9390.02%777CommonNONE
96145W103WESTWESTROCK COFFEE CO$102,3000.01%10,000CommonNONE
87283P109TRXTRX GOLD CORPORATION$11,8140.00%30,000CommonNONE

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.