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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
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND Technology 22,482.0 $2.8M 0.26% -17K -43.3% $124.44 +45.7%
62 SCHM SCHWAB STRATEGIC TR 68,902.0 $2.5M 0.23% $36.87 -2.6%
63 XLU SELECT SECTOR SPDR TR 53,772.0 $2.4M 0.22% $45.34 -3.5%
64 VOO VANGUARD INDEX FDS 3,129.0 $2.1M 0.20% -56.0 -1.8% $686.81 +2.1%
65 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,515.0 $1.9M 0.17% $746.77 +2.1%
66 IVV ISHARES TR 2,476.0 $1.9M 0.17% $748.89 +2.3%
67 MAA MID-AMER APT CMNTYS INC Real Estate 12,572.0 $1.7M 0.16% $138.94 -5.0%
68 MCD MCDONALDS CORP Consumer Cyclical 6,009.0 $1.6M 0.15% -100.0 -1.6% $270.31 -0.4%
69 GOOG ALPHABET INC Communication Services 4,243.0 $1.5M 0.14% $353.33 -4.3%
70 JPM JPMORGAN CHASE & CO Financial Services 4,369.0 $1.4M 0.13% -200.0 -4.4% $327.33 +7.4%
71 DIS DISNEY WALT CO Communication Services 14,845.0 $1.4M 0.13% -745.0 -4.8% $96.25 +11.5%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 30,947.0 $1.3M 0.12% -252.0 -0.8% $42.34 +16.2%
73 FCCO FIRST CMNTY CORP S C Financial Services 39,530.0 $1.3M 0.12% $32.68 +3.9%
74 EMR EMERSON ELEC CO Industrials 9,000.0 $1.3M 0.12% $143.15 +8.1%
75 SO SOUTHERN CO Utilities 13,263.0 $1.3M 0.12% $95.71 -4.5%
76 HSY HERSHEY CO Consumer Defensive 6,800.0 $1.2M 0.11% $175.45 +7.3%
77 VTI VANGUARD INDEX FDS 3,183.0 $1.2M 0.11% $370.04 +1.8%
78 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,896.0 $1.1M 0.10% -25.0 -0.5% $223.95 +24.7%
79 KMB KIMBERLY-CLARK CORP Consumer Defensive 8,500.0 $933K 0.09% $109.77 -1.0%
80 PEP PEPSICO INC Consumer Defensive 6,411.0 $868K 0.08% -152.0 -2.3% $135.40 +4.9%
Page 4 of 6  ·  102 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 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%