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Portfolio (Quarterly) Guide ↗

Asset Advisors Investment Management, LLC

· CIK 0001756695
13F Portfolio $1.1B AUM 102 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 16 Added 50 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GEM GOLDMAN SACHS ETF TR 77,829.0 $4.0M 0.37% NEW $52.00 -2.5%
2 SPYM SPDR SERIES TRUST 3,549.0 $312K 0.03% NEW $87.88 +2.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 19.8%
Technology 16.0%
Consumer Cyclical 14.6%
Industrials 13.2%
Healthcare 10.4%
Financial Services 10.0%
Communication Services 8.9%
Utilities 4.0%
Basic Materials 1.5%
Energy 1.3%