Southeast Asset Advisors, LLC Diversified Active

Location: Thomasville, GA

CIK: 0001390003 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value: $373M (100.0% shares, 0.0% debt)

Holdings (108)

BRK/B BERKSHIRE HATHAWAY INC DEL 17.7%
Value $66.17M Shares 309,031 Est. Cost $114.36 Unrealized +79.4%
GOOG ALPHABET INC 11.2%
Value $41.81M Shares 35,036 Est. Cost $39.50 Unrealized +50.5%
FLO FLOWERS FOODS 10.7%
Value $39.84M Shares 2,134,857 Est. Cost $13.64 Unrealized +10.0%
AAPL APPLE INC 4.7%
Value $17.69M Shares 78,363 Est. Cost $23.59 Unrealized +108.8%
CENTURYLINK INC 4.7%
Value $17.5M Shares 825,503 Est. Cost $16.76 Unrealized
CNX CNX RESOURCES CORPORATION 4.2%
Value $15.49M Shares 1,082,632 Est. Cost $14.12 Unrealized +12.3%
VOO VANGUARD INDEX FDS 3.1%
Value $11.66M Shares 43,670 Est. Cost $208.28 Unrealized
RYN RAYONIER INC 2.9%
Value $10.88M Shares 321,736 Est. Cost $25.52 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 2.2%
Value $8.32M Shares 26 Est. Cost $171410.38 Unrealized +80.7%
JNJ JOHNSON & JOHNSON 2.2%
Value $8.234M Shares 59,592 Est. Cost $61.34 Unrealized +76.1%
RNST RENASANT CORP 2.1%
Value $7.74M Shares 187,808 Est. Cost $45.31 Unrealized 0.0%
FDX FEDEX CORP 2.0%
Value $7.617M Shares 31,633 Est. Cost $219.01 Unrealized -3.1%
DWLD DAVIS FUNDAMENTAL ETF TR 1.9%
Value $7.164M Shares 279,188 Est. Cost $26.18 Unrealized
CVX CHEVRON CORP 1.8%
Value $6.884M Shares 56,299 Est. Cost $70.31 Unrealized +25.0%
AFL AFLAC INC 1.7%
Value $6.446M Shares 136,936 Est. Cost $28.57 Unrealized +34.7%
KO COCA COLA CO 1.5%
Value $5.471M Shares 118,438 Est. Cost $27.89 Unrealized +30.2%
INTC INTEL CORP 1.4%
Value $5.049M Shares 106,774 Est. Cost $18.76 Unrealized +121.4%
RVTY PERKINELMER INC 1.0%
Value $3.818M Shares 39,256 Est. Cost $58.02 Unrealized +45.4%
IT GARTNER INC 1.0%
Value $3.804M Shares 23,999 Est. Cost $108.33 Unrealized +33.8%
IJR ISHARES TR 0.8%
Value $3.025M Shares 34,671 Est. Cost $84.50 Unrealized
PAYX PAYCHEX INC 0.8%
Value $2.88M Shares 39,108 Est. Cost $37.99 Unrealized +52.5%
XOM EXXON MOBIL CORP 0.7%
Value $2.524M Shares 29,685 Est. Cost $53.80 Unrealized +8.2%
CINF CINCINNATI FINL CORP 0.7%
Value $2.476M Shares 32,235 Est. Cost $60.35 Unrealized +2.0%
SCI SERVICE CORP INTL 0.7%
Value $2.441M Shares 55,220 Est. Cost $35.54 Unrealized +13.6%
VFC V F CORP 0.6%
Value $2.364M Shares 25,301 Est. Cost $62.42 Unrealized +36.6%
HSIC SCHEIN HENRY INC 0.6%
Value $2.337M Shares 27,490 Est. Cost $57.10 Unrealized +9.1%
TFX TELEFLEX INC 0.6%
Value $2.32M Shares 8,718 Est. Cost $130.66 Unrealized +90.2%
MLM MARTIN MARIETTA MATLS INC 0.6%
Value $2.286M Shares 12,564 Est. Cost $198.64 Unrealized -1.6%
IHS MARKIT LTD 0.6%
Value $2.178M Shares 40,354 Est. Cost $38.34 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.6%
Value $2.117M Shares 38,860 Est. Cost $46.90 Unrealized +8.0%
HEI HEICO CORP NEW 0.6%
Value $2.075M Shares 22,402 Est. Cost $48.66 Unrealized +68.9%
GDDY GODADDY INC 0.5%
Value $1.823M Shares 21,860 Est. Cost $45.63 Unrealized +71.1%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.5%
Value $1.823M Shares 15,473 Est. Cost $70.06 Unrealized +61.2%
PFE PFIZER INC 0.4%
Value $1.652M Shares 37,481 Est. Cost $18.42 Unrealized +50.1%
FRCB FIRST REP BK SAN FRAN CALI N 0.4%
Value $1.635M Shares 17,036 Est. Cost $64.73 Unrealized +50.8%
PINNACLE FINL PARTNERS INC 0.4%
Value $1.571M Shares 26,112 Est. Cost $25.70 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.4%
Value $1.547M Shares 21,040 Est. Cost $50.30 Unrealized +34.3%
WELBILT INC 0.4%
Value $1.494M Shares 71,570 Est. Cost $22.72 Unrealized
MSFT MICROSOFT CORP 0.4%
Value $1.453M Shares 12,709 Est. Cost $38.29 Unrealized +163.2%
BRO BROWN & BROWN INC 0.4%
Value $1.436M Shares 48,556 Est. Cost $25.45 Unrealized +10.5%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.4%
Value $1.418M Shares 24,950 Est. Cost $32.31 Unrealized +71.7%
TOTAL SYSTEMS SERVICES, INC. 0.4%
Value $1.34M Shares 13,575 Est. Cost $27.11 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value $1.274M Shares 13,545 Est. Cost $10.33 Unrealized +109.6%
WSM WILLIAMS SONOMA INC 0.3%
Value $1.258M Shares 19,135 Est. Cost $22.71 Unrealized +18.8%
RF REGIONS FINL CORP NEW 0.3%
Value $1.16M Shares 63,223 Est. Cost $7.82 Unrealized +78.4%
AOS SMITH A O 0.3%
Value $1.114M Shares 20,880 Est. Cost $49.18 Unrealized +4.3%
CSL CARLISLE COS INC 0.3%
Value $1.111M Shares 9,124 Est. Cost $101.06 Unrealized +10.3%
ANSYS INC 0.3%
Value $1.073M Shares 5,749 Est. Cost $151.21 Unrealized
BLKB BLACKBAUD INC 0.3%
Value $1.019M Shares 10,040 Est. Cost $81.38 Unrealized +27.0%
EYE NATIONAL VISION HLDGS INC 0.2%
Value $902K Shares 19,990 Est. Cost $42.17 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.2%
Value $871K Shares 2,339 Est. Cost $80.63 Unrealized +231.4%
TBRG COMPUTER PROGRAMS & SYS INC 0.2%
Value $844K Shares 31,446 Est. Cost $44.38 Unrealized -36.2%
MHK MOHAWK INDS INC 0.2%
Value $840K Shares 4,789 Est. Cost $147.06 Unrealized +33.4%
DIS DISNEY WALT CO 0.2%
Value $831K Shares 7,107 Est. Cost $78.50 Unrealized +35.7%
VIG VANGUARD GROUP 0.2%
Value $824K Shares 7,442 Est. Cost $68.40 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.2%
Value $817K Shares 31,801 Est. Cost $22.08 Unrealized
SO SOUTHERN CO 0.2%
Value $756K Shares 17,329 Est. Cost $28.64 Unrealized +19.7%
TRMB TRIMBLE NAVIGATION LTD 0.2%
Value $741K Shares 17,040 Est. Cost $27.57 Unrealized +41.7%
AME AMETEK INC NEW 0.2%
Value $726K Shares 9,180 Est. Cost $53.48 Unrealized +36.2%
GULFPORT ENERGY CORP 0.2%
Value $699K Shares 67,150 Est. Cost $12.76 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value $669K Shares 2,300 Est. Cost $271.20 Unrealized
T AT&T INC 0.2%
Value $633K Shares 18,865 Est. Cost $11.69 Unrealized +23.8%
CAT CATERPILLAR INC DEL 0.2%
Value $582K Shares 3,817 Est. Cost $54.56 Unrealized +120.9%
BAC BANK OF AMERICA CORPORATION 0.1%
Value $539K Shares 18,299 Est. Cost $11.37 Unrealized +124.1%
TJX TJX COS INC NEW 0.1%
Value $538K Shares 4,800 Est. Cost $30.90 Unrealized +50.4%
TTC TORO CO 0.1%
Value $532K Shares 8,870 Est. Cost $60.28 Unrealized +0.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $531K Shares 9,938 Est. Cost $27.93 Unrealized +27.6%
CSX CSX CORP 0.1%
Value $516K Shares 6,973 Est. Cost $7.58 Unrealized +184.6%
GLRE GREENLIGHT CAPITAL RE LTD 0.1%
Value $513K Shares 41,390 Est. Cost $25.37 Unrealized -47.9%
PKG PACKAGING CORP AMER 0.1%
Value $506K Shares 4,610 Est. Cost $51.16 Unrealized +75.8%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value $501K Shares 823 Est. Cost $323.14 Unrealized +82.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $490K Shares 4,200 Est. Cost $72.05 Unrealized +22.8%
SYY SYSCO CORP 0.1%
Value $483K Shares 6,600 Est. Cost $26.95 Unrealized +119.9%
PG PROCTER & GAMBLE CO 0.1%
Value $480K Shares 5,762 Est. Cost $55.87 Unrealized +21.3%
IXC ISHARES TR 0.1%
Value $479K Shares 12,690 Est. Cost $41.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $465K Shares 3,077 Est. Cost $115.85 Unrealized -12.6%
SCHA SCHWAB STRATEGIC TR 0.1%
Value $456K Shares 5,993 Est. Cost $76.09 Unrealized
VLUE ISHARES TR 0.1%
Value $423K Shares 4,810 Est. Cost $82.54 Unrealized
CSCO CISCO SYS INC 0.1%
Value $420K Shares 8,643 Est. Cost $20.27 Unrealized +77.8%
V VISA INC 0.1%
Value $420K Shares 2,800 Est. Cost $67.81 Unrealized +99.2%
NEE NEXTERA ENERGY INC 0.1%
Value $419K Shares 2,500 Est. Cost $14.77 Unrealized +140.1%
AMERICAN SOFTWARE INC 0.1%
Value $403K Shares 33,230 Est. Cost $9.34 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.1%
Value $394K Shares 39,000 Est. Cost $9.11 Unrealized +10.0%
HD HOME DEPOT INC 0.1%
Value $389K Shares 1,877 Est. Cost $101.74 Unrealized +65.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $386K Shares 6,215 Est. Cost $31.03 Unrealized +45.0%
MRK MERCK & CO INC NEW 0.1%
Value $379K Shares 5,347 Est. Cost $35.03 Unrealized +44.6%
AMZN AMAZON COM INC 0.1%
Value $361K Shares 180 Est. Cost $72.14 Unrealized +30.4%
VTI VANGUARD INDEX FDS 0.1%
Value $346K Shares 2,310 Est. Cost $140.26 Unrealized
MCD MCDONALDS CORP 0.1%
Value $338K Shares 2,023 Est. Cost $95.86 Unrealized +40.6%
ETN EATON CORP PLC 0.1%
Value $330K Shares 3,802 Est. Cost $59.00 Unrealized +20.5%
SYNOVUS FINL CORP 0.1%
Value $329K Shares 7,194 Est. Cost $30.69 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value $329K Shares 6,262 Est. Cost $32.16 Unrealized +44.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $329K Shares 1,822 Est. Cost $97.78 Unrealized +50.5%
DOWDUPONT INC 0.1%
Value $302K Shares 4,689 Est. Cost $69.31 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value $299K Shares 3,410 Est. Cost $125.04 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value $273K Shares 4,000 Est. Cost $55.25 Unrealized
SUNTRUST BKS INC 0.1%
Value $267K Shares 4,000 Est. Cost $54.75 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value $257K Shares 2,507 Est. Cost $52.02 Unrealized +32.1%
SHW SHERWIN WILLIAMS CO 0.1%
Value $254K Shares 558 Est. Cost $54.72 Unrealized +153.4%
JPM JPMORGAN CHASE & CO 0.1%
Value $241K Shares 2,133 Est. Cost $73.66 Unrealized +25.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $229K Shares 1,521 Est. Cost $107.77 Unrealized +12.1%
SCHX SCHWAB STRATEGIC TR 0.1%
Value $226K Shares 3,243 Est. Cost $65.20 Unrealized
AMGN AMGEN INC 0.1%
Value $219K Shares 1,056 Est. Cost $157.37 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value $210K Shares 14,059 Est. Cost $11.82 Unrealized
UNP UNION PAC CORP 0.1%
Value $204K Shares 1,251 Est. Cost $127.79 Unrealized 0.0%
GDX VANECK VECTORS ETF TR 0.1%
Value $204K Shares 11,000 Est. Cost $27.70 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $202K Shares 3,351 Est. Cost $33.56 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value $132K Shares 11,722 Est. Cost $28.45 Unrealized