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Portfolio (Quarterly) Guide ↗

Asset Advisors Investment Management, LLC

· CIK 0001756695
13F Portfolio $1.1B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 2,483.0 $735K 0.07% NEW $296.21 -11.0%
82 FDX FEDEX CORP Industrials 2,460.0 $711K 0.07% NEW $288.86 +42.1%
83 VIS VANGUARD WORLD FD 2,135.0 $637K 0.06% NEW $298.38 +14.7%
84 SGOL ETFS GOLD TR Financial Services 13,800.0 $567K 0.05% NEW $41.08 +4.3%
85 RGLD ROYAL GOLD INC Basic Materials 2,500.0 $556K 0.05% NEW $222.29 +0.5%
86 AXP AMERICAN EXPRESS CO Financial Services 1,500.0 $555K 0.05% NEW $369.95 -14.9%
87 DUK DUKE ENERGY CORP NEW Utilities 4,673.0 $548K 0.05% NEW $117.21 +5.5%
88 MMM 3M CO Industrials 3,400.0 $544K 0.05% NEW $160.10 -5.2%
89 BOEING CO 6,900.0 $477K 0.04% NEW $69.06
90 XOM EXXON MOBIL CORP Energy 3,700.0 $445K 0.04% NEW $120.34 +22.3%
91 SHEL SHELL PLC Energy 6,000.0 $441K 0.04% NEW $73.48 +14.4%
92 GLD SPDR GOLD TR Financial Services 1,105.0 $438K 0.04% NEW $396.31 +4.2%
93 ISRG INTUITIVE SURGICAL INC Healthcare 742.0 $420K 0.04% NEW $566.36 -25.3%
94 CVX CHEVRON CORP NEW Energy 2,692.0 $410K 0.04% NEW $152.41 +20.1%
95 QQQ INVESCO QQQ TR Financial Services 624.0 $383K 0.04% NEW $614.31 +19.7%
96 NOW SERVICENOW INC Technology 2,450.0 $375K 0.04% NEW $153.19 -28.2%
97 GPC GENUINE PARTS CO Consumer Cyclical 3,000.0 $369K 0.03% NEW $122.96 -19.9%
98 ADBE ADOBE INC Technology 1,025.0 $359K 0.03% NEW $349.99 -30.8%
99 BAC BANK AMERICA CORP Financial Services 6,430.0 $354K 0.03% NEW $55.00 -7.8%
100 HON HONEYWELL INTL INC Industrials 1,745.0 $340K 0.03% NEW $195.09 +19.1%
Page 5 of 6  ·  108 positions

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
Technology 24.0%
Consumer Defensive 17.6%
Consumer Cyclical 12.5%
Industrials 12.1%
Financial Services 10.4%
Healthcare 10.1%
Communication Services 7.4%
Utilities 3.4%
Basic Materials 1.4%
Energy 0.6%