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Portfolio (Quarterly) Guide ↗

Asset Advisors Investment Management, LLC

· CIK 0001756695
13F Portfolio $1.0B AUM 106 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 30 Added 36 Reduced 5 Exited
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLP SELECT SECTOR SPDR TR 27,708.0 $2.3M 0.22% -2K -7.8% $81.98 +3.3%
62 SCHM SCHWAB STRATEGIC TR 69,080.0 $2.1M 0.20% -1K -1.7% $30.96 +14.4%
63 VOO VANGUARD INDEX FDS 3,185.0 $1.9M 0.18% $597.55 +16.1%
64 MCD MCDONALDS CORP Consumer Cyclical 6,109.0 $1.9M 0.18% -516.0 -7.8% $310.79 -10.5%
65 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,515.0 $1.6M 0.16% -59.0 -2.3% $650.34 +16.0%
66 IVV ISHARES TR 2,476.0 $1.6M 0.15% $653.21 +16.0%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 31,199.0 $1.6M 0.15% +480.0 +1.6% $50.20 -4.3%
68 MAA MID-AMER APT CMNTYS INC Real Estate 12,572.0 $1.5M 0.15% -703.0 -5.3% $122.12 +7.3%
69 DIS DISNEY WALT CO Communication Services 15,590.0 $1.5M 0.14% -350.0 -2.2% $96.38 +7.7%
70 HSY HERSHEY CO Consumer Defensive 6,800.0 $1.4M 0.14% $207.89 -4.9%
71 JPM JPMORGAN CHASE & CO Financial Services 4,569.0 $1.3M 0.13% -3K -40.5% $294.16 +0.9%
72 SO SOUTHERN CO Utilities 13,263.0 $1.3M 0.12% -2K -15.9% $96.52 -3.2%
73 GOOG ALPHABET INC Communication Services 4,243.0 $1.2M 0.12% $286.86 +34.1%
74 EMR EMERSON ELEC CO Industrials 9,000.0 $1.2M 0.11% $131.02 +8.6%
75 FCCO FIRST CMNTY CORP S C Financial Services 39,530.0 $1.2M 0.11% $29.23 +1.9%
76 VTI VANGUARD INDEX FDS 3,183.0 $1.0M 0.10% -103.0 -3.1% $320.81 +15.8%
77 PEP PEPSICO INC Consumer Defensive 6,563.0 $1.0M 0.10% -384.0 -5.5% $155.29 -5.8%
78 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,921.0 $1000K 0.10% -246.0 -4.8% $203.18 +7.9%
79 FDX FEDEX CORP Industrials 2,460.0 $876K 0.08% $356.18 +14.6%
80 CPRT COPART INC Industrials 25,315.0 $840K 0.08% NEW $33.20 -0.1%
Page 4 of 6  ·  106 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
Consumer Defensive 20.7%
Technology 17.0%
Consumer Cyclical 13.4%
Industrials 12.9%
Healthcare 10.8%
Financial Services 10.5%
Communication Services 7.5%
Utilities 4.1%
Basic Materials 1.5%
Energy 1.3%