Southeast Asset Advisors, LLC Diversified Active

Location: Thomasville, GA

CIK: 0001390003 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value: $338M (100.0% shares, 0.0% debt)

Holdings (106)

BRK/B BERKSHIRE HATHAWAY INC DEL 18.3%
Value $61.8M Shares 309,807 Share Price $199.48 * Est. Cost/Share $114.36 Unrealized @ Report Date +79.5%
FLO FLOWERS FOODS 13.7%
Value $46.3M Shares 2,117,839 Share Price $21.86 * Est. Cost/Share $13.61 Unrealized @ Report Date +8.4%
GOOG ALPHABET INC 10.7%
Value $36.18M Shares 35,065 Share Price $1031.80 * Est. Cost/Share $39.50 Unrealized @ Report Date +38.7%
CNX CNX RESOURCES CORPORATION 4.7%
Value $15.86M Shares 1,027,742 Share Price $15.43 * Est. Cost/Share $14.04 Unrealized @ Report Date +6.3%
— CENTURYLINK INC 4.0%
Value $13.34M Shares 811,785 Share Price $16.43 Est. Cost/Share $16.70 Unrealized @ Report Date —
AAPL APPLE INC 3.9%
Value $13.21M Shares 78,720 Share Price $167.78 * Est. Cost/Share $23.59 Unrealized @ Report Date +71.3%
RYN RAYONIER INC 3.4%
Value $11.33M Shares 322,136 Share Price $35.18 Est. Cost/Share $25.52 Unrealized @ Report Date —
JNJ JOHNSON & JOHNSON 2.3%
Value $7.81M Shares 60,947 Share Price $128.14 * Est. Cost/Share $61.34 Unrealized @ Report Date +76.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.3%
Value $7.777M Shares 26 Share Price $299115.38 * Est. Cost/Share $171410.38 Unrealized @ Report Date +79.8%
FDX FEDEX CORP 2.3%
Value $7.719M Shares 32,149 Share Price $240.10 * Est. Cost/Share $219.01 Unrealized @ Report Date +0.7%
DWLD DAVIS FUNDAMENTAL ETF TR 2.1%
Value $7.006M Shares 269,858 Share Price $25.96 Est. Cost/Share $26.17 Unrealized @ Report Date —
VOO VANGUARD INDEX FDS 2.1%
Value $6.97M Shares 28,791 Share Price $242.09 Est. Cost/Share $186.21 Unrealized @ Report Date —
CVX CHEVRON CORP 2.0%
Value $6.623M Shares 58,079 Share Price $114.03 * Est. Cost/Share $70.31 Unrealized @ Report Date +20.9%
AFL AFLAC INC 1.8%
Value $5.992M Shares 136,933 Share Price $43.76 * Est. Cost/Share $28.57 Unrealized @ Report Date +28.8%
INTC INTEL CORP 1.6%
Value $5.557M Shares 106,694 Share Price $52.08 * Est. Cost/Share $18.76 Unrealized @ Report Date +113.6%
KO COCA COLA CO 1.5%
Value $5.162M Shares 118,867 Share Price $43.43 * Est. Cost/Share $27.89 Unrealized @ Report Date +25.8%
RVTY PERKINELMER INC 0.9%
Value $3.062M Shares 40,436 Share Price $75.72 Est. Cost/Share $56.75 Unrealized @ Report Date +33.4%
IT GARTNER INC 0.9%
Value $2.891M Shares 24,577 Share Price $117.63 * Est. Cost/Share $108.33 Unrealized @ Report Date +15.3%
PAYX PAYCHEX INC 0.8%
Value $2.678M Shares 43,478 Share Price $61.59 * Est. Cost/Share $37.99 Unrealized @ Report Date +37.9%
TFX TELEFLEX INC 0.7%
Value $2.223M Shares 8,718 Share Price $254.99 Est. Cost/Share $130.66 Unrealized @ Report Date +92.2%
XOM EXXON MOBIL CORP 0.7%
Value $2.215M Shares 29,685 Share Price $74.62 * Est. Cost/Share $53.80 Unrealized @ Report Date +3.6%
SCI SERVICE CORP INTL 0.6%
Value $2.049M Shares 54,300 Share Price $37.73 Est. Cost/Share $35.46 Unrealized @ Report Date +8.3%
MHK MOHAWK INDS INC 0.6%
Value $1.958M Shares 8,432 Share Price $232.21 * Est. Cost/Share $127.42 Unrealized @ Report Date +102.2%
GDDY GODADDY INC 0.6%
Value $1.94M Shares 31,590 Share Price $61.41 * Est. Cost/Share $45.63 Unrealized @ Report Date +23.9%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.6%
Value $1.932M Shares 19,370 Share Price $99.74 * Est. Cost/Share $70.06 Unrealized @ Report Date +38.7%
— IHS MARKIT LTD 0.6%
Value $1.914M Shares 39,674 Share Price $48.24 Est. Cost/Share $38.07 Unrealized @ Report Date —
CINF CINCINNATI FINL CORP 0.6%
Value $1.881M Shares 25,325 Share Price $74.27 * Est. Cost/Share $60.49 Unrealized @ Report Date +0.6%
VFC V F CORP 0.6%
Value $1.875M Shares 25,301 Share Price $74.11 * Est. Cost/Share $62.42 Unrealized @ Report Date +15.8%
HSIC SCHEIN HENRY INC 0.5%
Value $1.817M Shares 27,030 Share Price $67.22 * Est. Cost/Share $57.01 Unrealized @ Report Date -2.8%
MLM MARTIN MARIETTA MATLS INC 0.5%
Value $1.815M Shares 8,757 Share Price $207.26 Est. Cost/Share $199.44 Unrealized @ Report Date +2.5%
— WORLDPAY INC 0.5%
Value $1.749M Shares 21,270 Share Price $82.23 Est. Cost/Share $82.23 Unrealized @ Report Date —
— PINNACLE FINL PARTNERS INC 0.5%
Value $1.676M Shares 26,112 Share Price $64.19 Est. Cost/Share $25.70 Unrealized @ Report Date —
HEI HEICO CORP NEW 0.5%
Value $1.537M Shares 17,707 Share Price $86.80 * Est. Cost/Share $42.10 Unrealized @ Report Date +55.4%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.4%
Value $1.512M Shares 28,180 Share Price $53.66 * Est. Cost/Share $32.31 Unrealized @ Report Date +53.4%
BLKB BLACKBAUD INC 0.4%
Value $1.461M Shares 14,350 Share Price $101.81 * Est. Cost/Share $81.38 Unrealized @ Report Date +21.1%
WSM WILLIAMS SONOMA INC 0.4%
Value $1.379M Shares 26,145 Share Price $52.74 * Est. Cost/Share $22.71 Unrealized @ Report Date -2.5%
— TOTAL SYSTEMS SERVICES, INC. 0.4%
Value $1.343M Shares 15,571 Share Price $86.25 Est. Cost/Share $27.11 Unrealized @ Report Date —
PFE PFIZER INC 0.4%
Value $1.337M Shares 37,678 Share Price $35.48 * Est. Cost/Share $18.42 Unrealized @ Report Date +31.6%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value $1.31M Shares 20,690 Share Price $63.32 * Est. Cost/Share $50.01 Unrealized @ Report Date +16.8%
AOS SMITH A O 0.4%
Value $1.306M Shares 20,530 Share Price $63.61 * Est. Cost/Share $49.14 Unrealized @ Report Date +14.0%
RF REGIONS FINL CORP NEW 0.3%
Value $1.174M Shares 63,178 Share Price $18.58 * Est. Cost/Share $7.82 Unrealized @ Report Date +77.8%
APH AMPHENOL CORP NEW 0.3%
Value $1.167M Shares 13,545 Share Price $86.16 * Est. Cost/Share $10.33 Unrealized @ Report Date +102.0%
MSFT MICROSOFT CORP 0.3%
Value $1.154M Shares 12,649 Share Price $91.23 * Est. Cost/Share $38.29 Unrealized @ Report Date +120.2%
SO SOUTHERN CO 0.3%
Value $1.112M Shares 24,905 Share Price $44.65 * Est. Cost/Share $28.64 Unrealized @ Report Date +12.3%
IJR ISHARES TR 0.3%
Value $1.096M Shares 14,238 Share Price $76.98 Est. Cost/Share $83.18 Unrealized @ Report Date —
— WELBILT INC 0.3%
Value $1.028M Shares 52,870 Share Price $19.44 Est. Cost/Share $22.89 Unrealized @ Report Date —
FRCB FIRST REP BK SAN FRAN CALI N 0.3%
Value $937K Shares 10,116 Share Price $92.63 * Est. Cost/Share $42.23 Unrealized @ Report Date +111.1%
TBRG COMPUTER PROGRAMS & SYS INC 0.3%
Value $917K Shares 31,388 Share Price $29.21 Est. Cost/Share $44.38 Unrealized @ Report Date -35.2%
WST WEST PHARMACEUTICAL SVSC INC 0.3%
Value $870K Shares 9,855 Share Price $88.28 * Est. Cost/Share $69.77 Unrealized @ Report Date +30.7%
NEE NEXTERA ENERGY INC 0.2%
Value $838K Shares 5,130 Share Price $163.35 * Est. Cost/Share $14.77 Unrealized @ Report Date +114.6%
TDG TRANSDIGM GROUP INC 0.2%
Value $834K Shares 2,716 Share Price $307.07 * Est. Cost/Share $80.63 Unrealized @ Report Date +171.2%
VIG VANGUARD SPECIALIZED PORTFOL 0.2%
Value $752K Shares 7,442 Share Price $101.05 Est. Cost/Share $68.40 Unrealized @ Report Date —
FCPT FOUR CORNERS PPTY TR INC 0.2%
Value $734K Shares 31,801 Share Price $23.08 Est. Cost/Share $22.08 Unrealized @ Report Date —
TECH BIO TECHNE CORP 0.2%
Value $727K Shares 4,812 Share Price $151.08 * Est. Cost/Share $20.94 Unrealized @ Report Date +62.3%
DIS DISNEY WALT CO 0.2%
Value $722K Shares 7,188 Share Price $100.45 Est. Cost/Share $78.50 Unrealized @ Report Date +28.6%
AME AMETEK INC NEW 0.2%
Value $697K Shares 9,180 Share Price $75.93 * Est. Cost/Share $53.48 Unrealized @ Report Date +34.6%
T AT&T INC 0.2%
Value $672K Shares 18,846 Share Price $35.66 * Est. Cost/Share $11.69 Unrealized @ Report Date +35.2%
GLRE GREENLIGHT CAPITAL RE LTD 0.2%
Value $664K Shares 41,390 Share Price $16.04 * Est. Cost/Share $25.37 Unrealized @ Report Date -28.4%
BRO BROWN & BROWN INC 0.2%
Value $654K Shares 25,706 Share Price $25.44 * Est. Cost/Share $23.07 Unrealized @ Report Date +6.5%
— GULFPORT ENERGY CORP 0.2%
Value $650K Shares 67,400 Share Price $9.64 Est. Cost/Share $12.76 Unrealized @ Report Date —
SYY SYSCO CORP 0.2%
Value $572K Shares 9,535 Share Price $59.99 * Est. Cost/Share $26.95 Unrealized @ Report Date +82.7%
CAT CATERPILLAR INC DEL 0.2%
Value $561K Shares 3,804 Share Price $147.48 * Est. Cost/Share $54.56 Unrealized @ Report Date +143.9%
ROL ROLLINS INC 0.2%
Value $552K Shares 10,820 Share Price $51.02 * Est. Cost/Share $8.40 Unrealized @ Report Date +137.8%
BAC BANK OF AMERICA CORPORATION 0.2%
Value $548K Shares 18,259 Share Price $30.01 * Est. Cost/Share $11.37 Unrealized @ Report Date +129.3%
— ANSYS INC 0.2%
Value $526K Shares 3,354 Share Price $156.83 Est. Cost/Share $100.91 Unrealized @ Report Date —
PKG PACKAGING CORP AMER 0.2%
Value $517K Shares 4,588 Share Price $112.69 * Est. Cost/Share $51.16 Unrealized @ Report Date +85.8%
— BROOKFIELD ASSET MGMT INC 0.1%
Value $485K Shares 12,437 Share Price $39.00 Est. Cost/Share $35.74 Unrealized @ Report Date —
XRAY DENTSPLY SIRONA INC 0.1%
Value $483K Shares 9,606 Share Price $50.28 * Est. Cost/Share $59.15 Unrealized @ Report Date -0.4%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value $473K Shares 823 Share Price $574.73 * Est. Cost/Share $323.14 Unrealized @ Report Date +94.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $472K Shares 3,077 Share Price $153.40 * Est. Cost/Share $115.85 Unrealized @ Report Date -7.4%
PG PROCTER & GAMBLE CO 0.1%
Value $468K Shares 5,907 Share Price $79.23 * Est. Cost/Share $55.87 Unrealized @ Report Date +21.5%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value $468K Shares 4,260 Share Price $109.86 Est. Cost/Share $125.04 Unrealized @ Report Date —
TRMB TRIMBLE NAVIGATION LTD 0.1%
Value $466K Shares 13,000 Share Price $35.85 * Est. Cost/Share $23.99 Unrealized @ Report Date +68.0%
IDXX IDEXX LABS INC 0.1%
Value $437K Shares 2,282 Share Price $191.50 * Est. Cost/Share $101.58 Unrealized @ Report Date +81.7%
— AMERICAN SOFTWARE INC 0.1%
Value $432K Shares 33,230 Share Price $13.00 Est. Cost/Share $9.34 Unrealized @ Report Date —
IXC ISHARES 0.1%
Value $431K Shares 12,690 Share Price $33.96 Est. Cost/Share $41.06 Unrealized @ Report Date —
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $426K Shares 8,914 Share Price $47.79 * Est. Cost/Share $27.44 Unrealized @ Report Date +20.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $419K Shares 4,000 Share Price $104.75 * Est. Cost/Share $71.46 Unrealized @ Report Date +19.6%
— COTIVITI HLDGS INC 0.1%
Value $400K Shares 11,600 Share Price $34.48 Est. Cost/Share $32.24 Unrealized @ Report Date —
MCD MCDONALDS CORP 0.1%
Value $392K Shares 2,506 Share Price $156.42 * Est. Cost/Share $95.86 Unrealized @ Report Date +42.6%
TJX TJX COS INC NEW 0.1%
Value $391K Shares 4,800 Share Price $81.46 * Est. Cost/Share $30.90 Unrealized @ Report Date +14.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $390K Shares 6,161 Share Price $63.30 * Est. Cost/Share $31.03 Unrealized @ Report Date +55.0%
CSX CSX CORP 0.1%
Value $388K Shares 6,973 Share Price $55.64 * Est. Cost/Share $7.58 Unrealized @ Report Date +121.7%
WFC WELLS FARGO & CO NEW 0.1%
Value $369K Shares 7,037 Share Price $52.44 * Est. Cost/Share $32.16 Unrealized @ Report Date +48.4%
CSCO CISCO SYS INC 0.1%
Value $367K Shares 8,560 Share Price $42.87 * Est. Cost/Share $20.27 Unrealized @ Report Date +65.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value $362K Shares 1,375 Share Price $263.27 Est. Cost/Share $263.27 Unrealized @ Report Date —
— SYNOVUS FINL CORP 0.1%
Value $359K Shares 7,194 Share Price $49.90 Est. Cost/Share $30.69 Unrealized @ Report Date —
HD HOME DEPOT INC 0.1%
Value $348K Shares 1,950 Share Price $178.46 * Est. Cost/Share $101.74 Unrealized @ Report Date +52.1%
V VISA INC 0.1%
Value $335K Shares 2,800 Share Price $119.64 * Est. Cost/Share $67.81 Unrealized @ Report Date +69.2%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value $317K Shares 2,996 Share Price $105.81 * Est. Cost/Share $52.02 Unrealized @ Report Date +32.6%
ETN EATON CORP PLC 0.1%
Value $304K Shares 3,802 Share Price $79.96 * Est. Cost/Share $59.00 Unrealized @ Report Date +19.1%
MO ALTRIA GROUP INC 0.1%
Value $301K Shares 4,836 Share Price $62.24 * Est. Cost/Share $19.22 Unrealized @ Report Date +90.2%
— DOWDUPONT INC 0.1%
Value $299K Shares 4,689 Share Price $63.77 Est. Cost/Share $69.31 Unrealized @ Report Date —
MRK MERCK & CO INC NEW 0.1%
Value $277K Shares 5,082 Share Price $54.51 * Est. Cost/Share $34.54 Unrealized @ Report Date +22.3%
— SUNTRUST BKS INC 0.1%
Value $272K Shares 4,000 Share Price $68.00 Est. Cost/Share $54.75 Unrealized @ Report Date —
— ROYAL DUTCH SHELL PLC 0.1%
Value $255K Shares 4,000 Share Price $63.75 Est. Cost/Share $55.25 Unrealized @ Report Date —
SHW SHERWIN WILLIAMS CO 0.1%
Value $253K Shares 645 Share Price $392.25 * Est. Cost/Share $54.72 Unrealized @ Report Date +132.2%
AMZN AMAZON COM INC 0.1%
Value $253K Shares 175 Share Price $1445.71 * Est. Cost/Share $71.51 Unrealized @ Report Date 0.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $247K Shares 1,819 Share Price $135.79 * Est. Cost/Share $97.78 Unrealized @ Report Date +25.5%
GDX VANECK VECTORS ETF TR 0.1%
Value $242K Shares 11,000 Share Price $22.00 Est. Cost/Share $27.70 Unrealized @ Report Date —
JPM JPMORGAN CHASE & CO 0.1%
Value $235K Shares 2,133 Share Price $110.17 * Est. Cost/Share $73.66 Unrealized @ Report Date +24.1%
— GENERAL ELECTRIC CO 0.1%
Value $180K Shares 13,355 Share Price $13.48 Est. Cost/Share $28.45 Unrealized @ Report Date —
MPT MEDICAL PPTYS TRUST INC 0.1%
Value $176K Shares 13,555 Share Price $12.98 Est. Cost/Share $11.72 Unrealized @ Report Date —
GRBK GREEN BRICK PARTNERS INC 0.0%
Value $142K Shares 13,000 Share Price $10.92 Est. Cost/Share $7.29 Unrealized @ Report Date +50.0%
CRD/A CRAWFORD & CO 0.0%
Value $90,000 Shares 11,205 Share Price $8.03 * Est. Cost/Share $6.96 Unrealized @ Report Date -4.1%
— CONNECTURE INC 0.0%
Value $5,000 Shares 15,710 Share Price $0.32 Est. Cost/Share $10.56 Unrealized @ Report Date —