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Asset Advisors Investment Management, LLC

Q4 2025 · 13F-HR

Asset Advisors Investment Management, LLCholdings as filed

Filed 2026-01-23 · accession 0001756695-26-000001

$1.08B
Reported value
108
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$82.3M7.59%170,095CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$73.7M6.80%2,809,236CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$69.5M6.41%2,534,491CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$43.1M3.97%49,931CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$42.3M3.90%293,484CommonNONE
461202103INTUINTUIT$40.5M3.74%61,132CommonNONE
02079K305GOOGLALPHABET INC$39.8M3.67%127,128CommonNONE
931142103WMTWALMART INC$34.1M3.15%306,123CommonNONE
172908105CTASCINTAS CORP$30.5M2.81%162,163CommonNONE
571903202MARMARRIOTT INTL INC NEW$30.4M2.81%98,084CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$28.9M2.67%245,472CommonNONE
023135106AMZNAMAZON COM INC$26.6M2.45%115,262CommonNONE
46436E833IBTIISHARES TR$25.8M2.38%1,152,610CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$24.3M2.24%442,995CommonNONE
46436E825IBTJISHARES TR$22.9M2.12%1,044,998CommonNONE
00287Y109ABBVABBVIE INC$22.0M2.03%96,087CommonNONE
H1467J104CBCHUBB LIMITED$19.6M1.81%62,925CommonNONE
260003108DOVDOVER CORP$19.0M1.75%97,072CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$18.5M1.70%429,780CommonNONE
808513105SCHWSCHWAB CHARLES CORP$17.3M1.60%173,169CommonNONE
191216100KOCOCA COLA CO$16.8M1.55%239,938CommonNONE
46429B697USMVISHARES TR$16.2M1.49%172,019CommonNONE
46436E841IBTHISHARES TR$16.0M1.47%710,265CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$15.3M1.41%98,733CommonNONE
002824100ABTABBOTT LABS$14.2M1.31%113,035CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$14.1M1.30%52,499CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.7M1.18%25,358CommonNONE
478160104JNJJOHNSON & JOHNSON$12.6M1.16%60,812CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$12.1M1.11%92,508CommonNONE
031162100AMGNAMGEN INC$11.6M1.07%35,514CommonNONE
46432F339QUALISHARES TR$10.9M1.01%55,039CommonNONE
46436E858IBTGISHARES TR$10.8M1.00%474,139CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$10.8M0.99%128,374CommonNONE
704326107PAYXPAYCHEX INC$10.6M0.98%94,207CommonNONE
03076C106AMPAMERIPRISE FINL INC$10.2M0.95%20,899CommonNONE
037833100AAPLAPPLE INC$9.4M0.87%34,538CommonNONE
67066G104NVDANVIDIA CORPORATION$9.4M0.87%50,338CommonNONE
053332102AZOAUTOZONE INC$9.2M0.84%2,699CommonNONE
464287168DVYISHARES TR$8.9M0.82%62,843CommonNONE
824348106SHWSHERWIN WILLIAMS CO$8.8M0.81%27,052CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$8.3M0.76%69,145CommonNONE
25861R808DABSDOUBLELINE ETF TRUST$7.8M0.72%153,279CommonNONE
94106L109WMWASTE MGMT INC DEL$7.0M0.65%31,958CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.9M0.55%41,283CommonNONE
437076102HDHOME DEPOT INC$5.9M0.54%17,094CommonNONE
09290D101BLKBLACKROCK INC$5.4M0.50%5,074CommonNONE
244199105DEDEERE & CO$4.8M0.44%10,258CommonNONE
64110L106NFLXNETFLIX INC$4.5M0.41%47,490CommonNONE
65339F101NEENEXTERA ENERGY INC$4.4M0.41%54,688CommonNONE
58933Y105MRKMERCK & CO INC$4.3M0.39%40,454CommonNONE
049560105ATOATMOS ENERGY CORP$4.2M0.38%24,765CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3.9M0.36%38,195CommonNONE
775711104ROLROLLINS INC$3.7M0.35%62,332CommonNONE
464287846IYYISHARES TR$3.7M0.34%22,354CommonNONE
872540109TJXTJX COS INC NEW$3.6M0.33%23,630CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$3.6M0.33%15,982CommonNONE
78409V104SPGIS&P GLOBAL INC$3.2M0.30%6,213CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.6M0.24%95,521CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.5M0.23%7,680CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.3M0.22%30,041CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.1M0.20%50,225CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.1M0.20%70,280CommonNONE
580135101MCDMCDONALDS CORP$2.0M0.19%6,625CommonNONE
922908363VOOVANGUARD INDEX FDS$2.0M0.18%3,193CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$1.8M0.17%13,275CommonNONE
254687106DISDISNEY WALT CO$1.8M0.17%15,940CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.8M0.16%2,574CommonNONE
464287200IVVISHARES TR$1.7M0.16%2,476CommonNONE
842587107SOSOUTHERN CO$1.4M0.13%15,763CommonNONE
02079K107GOOGALPHABET INC$1.3M0.12%4,243CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.3M0.12%8,300CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.12%5,167CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.12%30,719CommonNONE
427866108HSYHERSHEY CO$1.2M0.11%6,800CommonNONE
291011104EMREMERSON ELEC CO$1.2M0.11%9,000CommonNONE
319835104FCCOFIRST CMNTY CORP S C$1.2M0.11%39,530CommonNONE
922908769VTIVANGUARD INDEX FDS$1.1M0.10%3,286CommonNONE
713448108PEPPEPSICO INC$997,0330.09%6,947CommonNONE
494368103KMBKIMBERLY-CLARK CORP$953,4110.09%9,450CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$869,1750.08%1,500CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$735,4890.07%2,483CommonNONE
31428X106FDXFEDEX CORP$710,5960.07%2,460CommonNONE
92204A603VISVANGUARD WORLD FD$637,0410.06%2,135CommonNONE
00326A104SGOLETFS GOLD TR$566,9040.05%13,800CommonNONE
780287108RGLDROYAL GOLD INC$555,7250.05%2,500CommonNONE
025816109AXPAMERICAN EXPRESS CO$554,9250.05%1,500CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$547,7220.05%4,673CommonNONE
88579Y101MMM3M CO$544,3400.05%3,400CommonNONE
097023204BA 6 10/15/27BOEING CO$476,5140.04%6,900CommonNONE
30231G102XOMEXXON MOBIL CORP$445,2580.04%3,700CommonNONE
780259305SHELSHELL PLC$440,8800.04%6,000CommonNONE
78463V107GLDSPDR GOLD TR$437,9230.04%1,105CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$420,2390.04%742CommonNONE
166764100CVXCHEVRON CORP NEW$410,2880.04%2,692CommonNONE
46090E103QQQINVESCO QQQ TR$383,3290.04%624CommonNONE
81762P102NOWSERVICENOW INC$375,3160.03%2,450CommonNONE
372460105GPCGENUINE PARTS CO$368,8800.03%3,000CommonNONE
00724F101ADBEADOBE INC$358,7400.03%1,025CommonNONE
060505104BACBANK AMERICA CORP$353,6500.03%6,430CommonNONE
438516106HONHONEYWELL INTL INC$340,4320.03%1,745CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$283,9720.03%8,600CommonNONE
92826C839VVISA INC$254,9660.02%727CommonNONE
09260D107BXBLACKSTONE INC$242,0000.02%1,570CommonNONE
882508104TXNTEXAS INSTRS INC$231,2620.02%1,333CommonNONE
609207105MDLZMONDELEZ INTL INC$216,3970.02%4,020CommonNONE
718546104PSXPHILLIPS 66$215,8840.02%1,673CommonNONE
548661107LOWLOWES COS INC$204,9860.02%850CommonNONE
87283P109TRXTRX GOLD CORPORATION$27,6270.00%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.