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Asset Advisors Investment Management, LLC

Q1 2026 · 13F-HR

Asset Advisors Investment Management, LLCholdings as filed

Filed 2026-04-16 · accession 0001756695-26-000002

$1.05B
Reported value
106
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524797SCHDSCHWAB STRATEGIC TR$77.3M7.37%2,518,563CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$69.3M6.61%2,762,273CommonNONE
594918104MSFTMICROSOFT CORP$61.1M5.82%164,947CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$49.2M4.69%49,340CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$40.1M3.82%301,834CommonNONE
931142103WMTWALMART INC$37.7M3.60%303,571CommonNONE
02079K305GOOGLALPHABET INC$36.3M3.46%126,339CommonNONE
571903202MARMARRIOTT INTL INC NEW$32.0M3.05%97,857CommonNONE
172908105CTASCINTAS CORP$27.6M2.63%162,914CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$27.4M2.61%246,872CommonNONE
46436E825IBTJISHARES TR$27.0M2.58%1,238,117CommonNONE
46436E833IBTIISHARES TR$27.0M2.58%1,213,245CommonNONE
023135106AMZNAMAZON COM INC$24.2M2.31%116,238CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$22.1M2.11%512,734CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$21.6M2.06%438,149CommonNONE
00287Y109ABBVABBVIE INC$20.8M1.99%95,825CommonNONE
H1467J104CBCHUBB LTD SWITZ$20.8M1.98%63,698CommonNONE
260003108DOVDOVER CORP$20.3M1.94%97,539CommonNONE
191216100KOCOCA COLA CO$18.2M1.74%239,438CommonNONE
46436E841IBTHISHARES TR$16.7M1.59%745,721CommonNONE
808513105SCHWSCHWAB CHARLES CORP$16.6M1.58%176,394CommonNONE
46429B697USMVISHARES TR$16.2M1.54%174,387CommonNONE
461202103INTUINTUIT$16.0M1.52%36,936CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$15.3M1.46%104,542CommonNONE
478160104JNJJOHNSON & JOHNSON$14.9M1.42%60,812CommonNONE
031162100AMGNAMGEN INC$12.9M1.23%36,668CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$12.3M1.18%90,666CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$11.9M1.13%127,241CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$11.5M1.09%23,926CommonNONE
25861R808DABSDOUBLELINE ETF TRUST$11.3M1.08%222,773CommonNONE
002824100ABTABBOTT LABORATORIES$11.3M1.08%110,052CommonNONE
46436E858IBTGISHARES TR$11.1M1.06%484,205CommonNONE
46432F339QUALISHARES TR$10.8M1.03%56,302CommonNONE
053332102AZOAUTOZONE INC$10.2M0.97%3,023CommonNONE
464287168DVYISHARES TR$9.4M0.89%61,797CommonNONE
67066G104NVDANVIDIA CORPORATION$8.8M0.83%50,190CommonNONE
03076C106AMPAMERIPRISE FINL INC$8.6M0.82%19,421CommonNONE
824348106SHWSHERWIN WILLIAMS CO$8.5M0.81%26,583CommonNONE
704326107PAYXPAYCHEX INC$8.0M0.76%86,895CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$7.9M0.76%72,852CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$7.9M0.75%39,623CommonNONE
94106L109WMWASTE MGMT INC DEL$7.8M0.75%34,120CommonNONE
037833100AAPLAPPLE INC$6.4M0.61%25,358CommonNONE
65339F101NEENEXTERA ENERGY INC$6.0M0.58%65,038CommonNONE
49456B101KMIKINDER MORGAN INC DEL$5.8M0.56%174,336CommonNONE
742718109PGPROCTER & GAMBLE CO$5.8M0.56%40,418CommonNONE
244199105DEDEERE & CO$5.8M0.55%10,258CommonNONE
437076102HDHOME DEPOT INC$5.6M0.53%16,959CommonNONE
049560105ATOATMOS ENERGY CORP$5.0M0.48%27,273CommonNONE
64110L106NFLXNETFLIX INC.$4.9M0.47%51,037CommonNONE
09290D101BLKBLACKROCK INC$4.8M0.46%5,024CommonNONE
58933Y105MRKMERCK & CO INC$4.8M0.46%40,154CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$4.6M0.44%19,778CommonNONE
775711104ROLROLLINS INC$3.8M0.37%71,961CommonNONE
872540109TJXTJX COS INC NEW$3.8M0.36%23,630CommonNONE
464287846IYYISHARES TR$3.5M0.33%22,049CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3.4M0.33%37,995CommonNONE
78409V104SPGIS&P GLOBAL INC$3.0M0.28%7,005CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$2.8M0.27%8,244CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.5M0.24%53,840CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.3M0.22%27,708CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.1M0.20%69,080CommonNONE
922908363VOOVANGUARD INDEX FDS$1.9M0.18%3,185CommonNONE
580135101MCDMCDONALDS CORP$1.9M0.18%6,109CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.6M0.16%2,515CommonNONE
464287200IVVISHARES TR$1.6M0.15%2,476CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.6M0.15%31,199CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$1.5M0.15%12,572CommonNONE
254687106DISDISNEY WALT CO$1.5M0.14%15,590CommonNONE
427866108HSYHERSHEY CO$1.4M0.13%6,800CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.3M0.13%4,569CommonNONE
842587107SOSOUTHERN CO$1.3M0.12%13,263CommonNONE
02079K107GOOGALPHABET INC$1.2M0.12%4,243CommonNONE
291011104EMREMERSON ELEC CO$1.2M0.11%9,000CommonNONE
319835104FCCOFIRST CMNTY CORP S C$1.2M0.11%39,530CommonNONE
922908769VTIVANGUARD INDEX FDS$1.0M0.10%3,183CommonNONE
713448108PEPPEPSICO INC$1.0M0.10%6,563CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$999,8490.10%4,921CommonNONE
31428X106FDXFEDEX CORP$876,2030.08%2,460CommonNONE
217204106CPRTCOPART INC$840,4580.08%25,315CommonNONE
494368103KMBKIMBERLY-CLARK CORP$819,9950.08%8,500CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$737,2950.07%1,500CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$691,4850.07%1,500CommonNONE
92204A603VISVANGUARD WORLD FD$666,5900.06%2,135CommonNONE
780287108RGLDROYAL GOLD INC$636,2250.06%2,500CommonNONE
30231G102XOMEXXON MOBIL CORP$627,7420.06%3,700CommonNONE
00326A104SGOLETFS GOLD TR$615,7560.06%13,800CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$611,8830.06%4,673CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$601,8540.06%2,483CommonNONE
780259305SHELSHELL PLC$558,0000.05%6,000CommonNONE
166764100CVXCHEVRON CORPORATION$556,9750.05%2,692CommonNONE
88579Y101MMM3M CO$493,7820.05%3,400CommonNONE
78463V107GLDSPDR GOLD TR$475,4700.05%1,105CommonNONE
025816109AXPAMERICAN EXPRESS CO$453,7200.04%1,500CommonNONE
097023204BA 6 10/15/27BOEING CO$447,6720.04%6,900CommonNONE
438516106HONHONEYWELL INTL INC$394,4220.04%1,745CommonNONE
060505104BACBANK AMERICA CORP$389,5130.04%7,990CommonNONE
372460105GPCGENUINE PARTS CO$317,2500.03%3,000CommonNONE
718546104PSXPHILLIPS 66$304,7870.03%1,673CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$304,7840.03%8,600CommonNONE
00724F101ADBEADOBE INC$284,4040.03%1,170CommonNONE
46432F396MTUMISHARES TR$268,7890.03%1,120CommonNONE
882508104TXNTEXAS INSTRS INC$258,7890.02%1,333CommonNONE
92826C839VVISA INC$219,7280.02%727CommonNONE
548661107LOWLOWES COS INC$200,8380.02%850CommonNONE
87283P109TRXTRX GOLD CORPORATION$45,0000.00%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.