Southeast Asset Advisors Inc. Diversified Active

CIK: 0001390003 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 12, 2016

Total Value ($000): $303,779 (100.0% shares, 0.0% debt)

Holdings (107)

LEVEL 3 COMMUNICATIONS 21.0%
Value ($000) $63,929 Shares 1,241,572 Est. Cost $32.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 15.6%
Value ($000) $47,495 Shares 328,028 Est. Cost $112.70 Unrealized +26.9%
FLO FLOWERS FOODS 12.0%
Value ($000) $36,502 Shares 1,946,781 Est. Cost $13.81 Unrealized -7.8%
GOOG ALPHABET INC 4.9%
Value ($000) $14,789 Shares 21,369 Est. Cost $35.60 Unrealized +0.1%
XOM EXXON MOBIL CORP 3.0%
Value ($000) $9,178 Shares 97,912 Est. Cost $53.80 Unrealized +7.5%
RYN RAYONIER INC 2.8%
Value ($000) $8,619 Shares 328,476 Est. Cost $25.52 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $7,948 Shares 65,527 Est. Cost $60.95 Unrealized +42.8%
AAPL APPLE INC 2.6%
Value ($000) $7,781 Shares 81,387 Est. Cost $23.38 Unrealized -3.3%
VOO VANGUARD INDEX FDS 2.5%
Value ($000) $7,470 Shares 38,866 Est. Cost $184.78 Unrealized
CVX CHEVRON CORP 2.3%
Value ($000) $6,856 Shares 65,404 Est. Cost $70.31 Unrealized -5.1%
KO COCA COLA CO 2.1%
Value ($000) $6,457 Shares 142,436 Est. Cost $27.89 Unrealized +19.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $5,858 Shares 27 Est. Cost $171410.38 Unrealized +25.1%
AFL AFLAC INC 1.6%
Value ($000) $4,983 Shares 69,059 Est. Cost $20.35 Unrealized +34.1%
GLRE GREENLIGHT CAPITAL RE LTD 1.6%
Value ($000) $4,742 Shares 235,221 Est. Cost $25.49 Unrealized -19.2%
INTC INTEL CORP 1.2%
Value ($000) $3,537 Shares 107,824 Est. Cost $18.76 Unrealized +33.9%
XRAY DENTSPLY SIRONA INC 1.1%
Value ($000) $3,344 Shares 53,896 Est. Cost $58.93 Unrealized +4.4%
SIG SIGNET JEWELERS LIMITED 0.8%
Value ($000) $2,495 Shares 30,270 Est. Cost $93.44 Unrealized -10.6%
MHK MOHAWK INDS INC 0.7%
Value ($000) $2,150 Shares 11,328 Est. Cost $127.42 Unrealized +52.7%
PAYX PAYCHEX INC 0.6%
Value ($000) $1,955 Shares 32,860 Est. Cost $33.61 Unrealized +19.5%
VFC V F CORP 0.6%
Value ($000) $1,719 Shares 27,949 Est. Cost $62.42 Unrealized -5.3%
FRCB FIRST REP BK SAN FRAN CALI N 0.5%
Value ($000) $1,560 Shares 22,295 Est. Cost $42.23 Unrealized +56.4%
WSM WILLIAMS SONOMA INC 0.5%
Value ($000) $1,464 Shares 28,090 Est. Cost $23.24 Unrealized -6.3%
SO SOUTHERN CO 0.5%
Value ($000) $1,401 Shares 26,130 Est. Cost $28.45 Unrealized +18.2%
TFX TELEFLEX INC 0.5%
Value ($000) $1,396 Shares 7,875 Est. Cost $120.81 Unrealized +27.4%
T AT&T INC 0.5%
Value ($000) $1,390 Shares 32,177 Est. Cost $11.44 Unrealized +32.1%
PFE PFIZER INC 0.5%
Value ($000) $1,381 Shares 39,218 Est. Cost $18.16 Unrealized +15.9%
TBRG COMPUTER PROGRAMS & SYS INC 0.4%
Value ($000) $1,329 Shares 33,304 Est. Cost $47.31 Unrealized -13.0%
TDG TRANSDIGM GROUP INC 0.4%
Value ($000) $1,328 Shares 5,036 Est. Cost $74.74 Unrealized +104.2%
MTD METTLER TOLEDO INTERNATIONAL 0.4%
Value ($000) $1,316 Shares 3,606 Est. Cost $323.14 Unrealized +13.1%
PINNACLE FINL PARTNERS INC 0.4%
Value ($000) $1,276 Shares 26,112 Est. Cost $25.70 Unrealized
ALLE ALLEGION PUB LTD CO 0.4%
Value ($000) $1,271 Shares 18,300 Est. Cost $47.46 Unrealized +25.3%
IDXX IDEXX LABS INC 0.4%
Value ($000) $1,269 Shares 13,670 Est. Cost $67.45 Unrealized +27.3%
RICE ENERGY INC 0.4%
Value ($000) $1,231 Shares 55,870 Est. Cost $28.44 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,141 Shares 24,102 Est. Cost $32.10 Unrealized +16.0%
TOTAL SYSTEMS SERVICES, INC. 0.4%
Value ($000) $1,104 Shares 20,782 Est. Cost $27.11 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,103 Shares 3,757 Est. Cost $54.72 Unrealized +62.9%
VIG VANGUARD SPECIALIZED PORTFOL 0.4%
Value ($000) $1,089 Shares 13,085 Est. Cost $68.40 Unrealized
TECH BIO TECHNE CORP 0.3%
Value ($000) $1,028 Shares 9,120 Est. Cost $20.94 Unrealized +15.7%
WAB WABTEC CORP 0.3%
Value ($000) $1,025 Shares 14,595 Est. Cost $79.59 Unrealized -7.7%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $1,016 Shares 17,728 Est. Cost $10.25 Unrealized +28.0%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $988 Shares 20,140 Est. Cost $41.39 Unrealized +3.7%
IHS INC 0.3%
Value ($000) $940 Shares 8,128 Est. Cost $108.63 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.3%
Value ($000) $910 Shares 3,358 Est. Cost $7.38 Unrealized +139.5%
WHOLE FOODS MKT INC 0.3%
Value ($000) $910 Shares 28,435 Est. Cost $31.44 Unrealized
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $900 Shares 67,826 Est. Cost $11.37 Unrealized -0.2%
ROL ROLLINS INC 0.3%
Value ($000) $834 Shares 28,480 Est. Cost $8.40 Unrealized +29.3%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $777 Shares 5,122 Est. Cost $115.85 Unrealized -17.9%
DIS DISNEY WALT CO 0.3%
Value ($000) $775 Shares 7,925 Est. Cost $77.78 Unrealized +18.5%
MSM MSC INDL DIRECT INC 0.2%
Value ($000) $755 Shares 10,705 Est. Cost $82.79 Unrealized -10.3%
AYI ACUITY BRANDS INC 0.2%
Value ($000) $754 Shares 3,040 Est. Cost $199.80 Unrealized +21.1%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $740 Shares 8,736 Est. Cost $55.87 Unrealized +13.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $733 Shares 5,620 Est. Cost $14.77 Unrealized +59.0%
WTS WATTS WATER TECHNOLOGIES INC 0.2%
Value ($000) $716 Shares 12,290 Est. Cost $53.60 Unrealized +5.6%
WST WEST PHARMACEUTICAL SVSC INC 0.2%
Value ($000) $705 Shares 9,290 Est. Cost $57.94 Unrealized +21.2%
CCBG CAPITAL CITY BK GROUP INC 0.2%
Value ($000) $670 Shares 48,133 Est. Cost $12.67 Unrealized -4.3%
FCPT FOUR CORNERS PPTY TR INC 0.2%
Value ($000) $655 Shares 31,801 Est. Cost $22.08 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $642 Shares 9,605 Est. Cost $24.85 Unrealized +30.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $635 Shares 9,213 Est. Cost $19.22 Unrealized +72.8%
TRMB TRIMBLE NAVIGATION LTD 0.2%
Value ($000) $621 Shares 25,510 Est. Cost $23.99 Unrealized +4.3%
ANSYS INC 0.2%
Value ($000) $601 Shares 6,620 Est. Cost $91.16 Unrealized
GULFPORT ENERGY CORP 0.2%
Value ($000) $588 Shares 18,805 Est. Cost $61.92 Unrealized
CONSOL ENERGY INC 0.2%
Value ($000) $571 Shares 35,500 Est. Cost $11.28 Unrealized
SENSATA TECHNOLOGIES HLDG NV 0.2%
Value ($000) $570 Shares 16,335 Est. Cost $51.71 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $569 Shares 4,322 Est. Cost $125.04 Unrealized
RUBY TUESDAY INC 0.2%
Value ($000) $566 Shares 156,880 Est. Cost $7.01 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $524 Shares 16,655 Est. Cost $31.16 Unrealized
BRKR BRUKER CORP 0.2%
Value ($000) $524 Shares 23,035 Est. Cost $18.63 Unrealized +37.9%
MSFT MICROSOFT CORP 0.2%
Value ($000) $509 Shares 9,956 Est. Cost $33.06 Unrealized +39.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $507 Shares 9,087 Est. Cost $26.73 Unrealized +17.7%
BROOKFIELD ASSET MGMT INC 0.2%
Value ($000) $500 Shares 15,134 Est. Cost $35.52 Unrealized
PII POLARIS INDS INC 0.2%
Value ($000) $488 Shares 5,970 Est. Cost $86.74 Unrealized +2.2%
RF REGIONS FINL CORP NEW 0.2%
Value ($000) $461 Shares 54,182 Est. Cost $6.57 Unrealized -2.8%
IT GARTNER INC 0.1%
Value ($000) $442 Shares 4,535 Est. Cost $95.03 Unrealized 0.0%
AMERICAN SOFTWARE INC 0.1%
Value ($000) $427 Shares 40,710 Est. Cost $9.28 Unrealized
RVTY PERKINELMER INC 0.1%
Value ($000) $421 Shares 8,038 Est. Cost $31.62 Unrealized +61.6%
SYY SYSCO CORP 0.1%
Value ($000) $418 Shares 8,240 Est. Cost $24.49 Unrealized +53.9%
IXC ISHARES 0.1%
Value ($000) $410 Shares 12,690 Est. Cost $41.06 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $408 Shares 5,547 Est. Cost $29.63 Unrealized +70.4%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $385 Shares 6,684 Est. Cost $32.82 Unrealized +20.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $377 Shares 3,500 Est. Cost $70.63 Unrealized +3.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $371 Shares 4,800 Est. Cost $30.90 Unrealized +7.9%
KEX KIRBY CORP 0.1%
Value ($000) $334 Shares 5,356 Est. Cost $79.18 Unrealized -17.3%
IJR ISHARES TR 0.1%
Value ($000) $329 Shares 2,830 Est. Cost $116.25 Unrealized
GDX VANECK VECTORS ETF TR 0.1%
Value ($000) $315 Shares 11,370 Est. Cost $27.70 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $308 Shares 2,409 Est. Cost $99.95 Unrealized +5.0%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $287 Shares 3,791 Est. Cost $53.19 Unrealized +12.5%
SPDR INDEX SHS FDS 0.1%
Value ($000) $284 Shares 16,190 Est. Cost $25.60 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $284 Shares 4,250 Est. Cost $48.62 Unrealized +1.1%
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $276 Shares 6,888 Est. Cost $21.23 Unrealized +14.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $269 Shares 9,381 Est. Cost $20.16 Unrealized +3.4%
MCDONALDS CORP 0.1%
Value ($000) $252 Shares 2,098 Est. Cost $20.85 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $248 Shares 1,900 Est. Cost $96.06 Unrealized +7.8%
IOO ISHARES 0.1%
Value ($000) $234 Shares 3,261 Est. Cost $67.91 Unrealized
SYNOVUS FINL CORP 0.1%
Value ($000) $229 Shares 7,884 Est. Cost $29.59 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $221 Shares 4,000 Est. Cost $55.25 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $220 Shares 2,959 Est. Cost $52.02 Unrealized -8.6%
V VISA INC 0.1%
Value ($000) $208 Shares 2,800 Est. Cost $67.81 Unrealized +8.0%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $202 Shares 1,250 Est. Cost $139.95 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $201 Shares 1,150 Est. Cost $102.46 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $200 Shares 7,683 Est. Cost $7.58 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $183 Shares 12,000 Est. Cost $11.53 Unrealized
DNP SELECT INCOME FD 0.1%
Value ($000) $164 Shares 15,472 Est. Cost $9.06 Unrealized
BANK OF AMERICA CORPORATION 0.0%
Value ($000) $117 Shares 33,550 Est. Cost $5.45 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value ($000) $95 Shares 13,000 Est. Cost $7.29 Unrealized 0.0%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $49 Shares 11,500 Est. Cost $4.13 Unrealized
CONNECTURE INC 0.0%
Value ($000) $36 Shares 15,710 Est. Cost $10.56 Unrealized
ALIMERA SCIENCES INC 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $4.87 Unrealized