Southeast Asset Advisors Inc. Diversified Active

CIK: 0001390003 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $297,982 (100.0% shares, 0.0% debt)

Holdings (109)

LEVEL 3 COMMUNICATIONS 19.7%
Value ($000) $58,650 Shares 1,264,559 Est. Cost $32.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 15.9%
Value ($000) $47,299 Shares 327,398 Est. Cost $112.70 Unrealized +29.8%
FLO FLOWERS FOODS 10.8%
Value ($000) $32,050 Shares 2,119,692 Est. Cost $13.61 Unrealized -16.0%
GOOG ALPHABET INC 5.6%
Value ($000) $16,761 Shares 21,563 Est. Cost $35.60 Unrealized +5.9%
AAPL APPLE INC 3.1%
Value ($000) $9,250 Shares 81,825 Est. Cost $23.38 Unrealized +3.6%
RYN RAYONIER INC 2.9%
Value ($000) $8,686 Shares 327,296 Est. Cost $25.52 Unrealized
XOM EXXON MOBIL CORP 2.9%
Value ($000) $8,573 Shares 98,229 Est. Cost $53.80 Unrealized +8.8%
VOO VANGUARD INDEX FDS 2.8%
Value ($000) $8,398 Shares 42,265 Est. Cost $185.90 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $7,749 Shares 65,597 Est. Cost $60.95 Unrealized +53.5%
CVX CHEVRON CORP 2.3%
Value ($000) $6,730 Shares 65,394 Est. Cost $70.31 Unrealized -2.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $5,838 Shares 27 Est. Cost $171410.38 Unrealized +28.0%
KO COCA COLA CO 1.8%
Value ($000) $5,494 Shares 129,824 Est. Cost $27.89 Unrealized +16.8%
AFL AFLAC INC 1.7%
Value ($000) $4,971 Shares 69,163 Est. Cost $20.35 Unrealized +43.7%
GLRE GREENLIGHT CAPITAL RE LTD 1.6%
Value ($000) $4,844 Shares 236,971 Est. Cost $25.49 Unrealized -19.9%
INTC INTEL CORP 1.4%
Value ($000) $4,102 Shares 108,670 Est. Cost $18.76 Unrealized +52.6%
XRAY DENTSPLY SIRONA INC 1.2%
Value ($000) $3,506 Shares 58,991 Est. Cost $59.15 Unrealized +3.9%
SIG SIGNET JEWELERS LIMITED 0.8%
Value ($000) $2,281 Shares 30,610 Est. Cost $93.18 Unrealized -25.2%
MHK MOHAWK INDS INC 0.8%
Value ($000) $2,269 Shares 11,328 Est. Cost $127.42 Unrealized +61.3%
PAYX PAYCHEX INC 0.6%
Value ($000) $1,902 Shares 32,860 Est. Cost $33.61 Unrealized +34.9%
FRCB FIRST REP BK SAN FRAN CALI N 0.6%
Value ($000) $1,719 Shares 22,295 Est. Cost $42.23 Unrealized +66.5%
VFC V F CORP 0.5%
Value ($000) $1,567 Shares 27,949 Est. Cost $62.42 Unrealized -7.5%
RICE ENERGY INC 0.5%
Value ($000) $1,482 Shares 56,750 Est. Cost $28.41 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value ($000) $1,474 Shares 3,511 Est. Cost $323.14 Unrealized +22.9%
TDG TRANSDIGM GROUP INC 0.5%
Value ($000) $1,456 Shares 5,036 Est. Cost $74.74 Unrealized +134.7%
WSM WILLIAMS SONOMA INC 0.5%
Value ($000) $1,452 Shares 28,420 Est. Cost $23.21 Unrealized -9.8%
TFX TELEFLEX INC 0.5%
Value ($000) $1,443 Shares 8,585 Est. Cost $124.84 Unrealized +35.8%
PINNACLE FINL PARTNERS INC 0.5%
Value ($000) $1,412 Shares 26,112 Est. Cost $25.70 Unrealized
AYI ACUITY BRANDS INC 0.5%
Value ($000) $1,392 Shares 5,260 Est. Cost $224.37 Unrealized +15.0%
T AT&T INC 0.5%
Value ($000) $1,378 Shares 33,934 Est. Cost $11.69 Unrealized +39.3%
SO SOUTHERN CO 0.5%
Value ($000) $1,377 Shares 26,838 Est. Cost $28.64 Unrealized +24.3%
PFE PFIZER INC 0.5%
Value ($000) $1,345 Shares 39,705 Est. Cost $18.21 Unrealized +22.2%
ALLE ALLEGION PUB LTD CO 0.4%
Value ($000) $1,261 Shares 18,300 Est. Cost $47.46 Unrealized +33.1%
IDXX IDEXX LABS INC 0.4%
Value ($000) $1,124 Shares 9,975 Est. Cost $67.45 Unrealized +56.3%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,080 Shares 24,387 Est. Cost $32.16 Unrealized +14.5%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $1,062 Shares 67,848 Est. Cost $11.37 Unrealized +6.2%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,039 Shares 3,757 Est. Cost $54.72 Unrealized +62.7%
WHOLE FOODS MKT INC 0.3%
Value ($000) $1,038 Shares 36,610 Est. Cost $30.75 Unrealized
TECH BIO TECHNE CORP 0.3%
Value ($000) $999 Shares 9,120 Est. Cost $20.94 Unrealized +23.9%
WAB WABTEC CORP 0.3%
Value ($000) $990 Shares 12,126 Est. Cost $79.59 Unrealized -12.7%
TBRG COMPUTER PROGRAMS & SYS INC 0.3%
Value ($000) $987 Shares 37,858 Est. Cost $45.08 Unrealized -36.1%
TOTAL SYSTEMS SERVICES, INC. 0.3%
Value ($000) $980 Shares 20,782 Est. Cost $27.11 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.3%
Value ($000) $916 Shares 28,505 Est. Cost $31.68 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $912 Shares 14,048 Est. Cost $10.25 Unrealized +35.6%
WST WEST PHARMACEUTICAL SVSC INC 0.3%
Value ($000) $874 Shares 11,735 Est. Cost $61.85 Unrealized +24.0%
ROL ROLLINS INC 0.3%
Value ($000) $834 Shares 28,480 Est. Cost $8.40 Unrealized +34.7%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $814 Shares 5,122 Est. Cost $115.85 Unrealized -12.2%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $797 Shares 15,470 Est. Cost $41.39 Unrealized +8.7%
WTS WATTS WATER TECHNOLOGIES INC 0.3%
Value ($000) $797 Shares 12,290 Est. Cost $53.60 Unrealized +17.2%
IHS MARKIT LTD 0.3%
Value ($000) $780 Shares 20,764 Est. Cost $37.57 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $763 Shares 8,506 Est. Cost $55.87 Unrealized +20.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $738 Shares 7,944 Est. Cost $77.78 Unrealized +14.3%
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $729 Shares 2,603 Est. Cost $7.38 Unrealized +153.8%
VIG VANGUARD SPECIALIZED PORTFOL 0.2%
Value ($000) $721 Shares 8,587 Est. Cost $68.40 Unrealized
CCBG CAPITAL CITY BK GROUP INC 0.2%
Value ($000) $711 Shares 48,133 Est. Cost $12.67 Unrealized -7.2%
CONSOL ENERGY INC 0.2%
Value ($000) $682 Shares 35,500 Est. Cost $11.28 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.2%
Value ($000) $678 Shares 31,801 Est. Cost $22.08 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $665 Shares 9,605 Est. Cost $24.85 Unrealized +42.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $648 Shares 5,300 Est. Cost $14.77 Unrealized +68.1%
ANSYS INC 0.2%
Value ($000) $613 Shares 6,620 Est. Cost $91.16 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $608 Shares 10,563 Est. Cost $34.05 Unrealized +47.7%
MSM MSC INDL DIRECT INC 0.2%
Value ($000) $608 Shares 8,285 Est. Cost $82.79 Unrealized -12.2%
TRMB TRIMBLE NAVIGATION LTD 0.2%
Value ($000) $600 Shares 21,010 Est. Cost $23.99 Unrealized +11.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $577 Shares 9,128 Est. Cost $19.22 Unrealized +80.8%
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $568 Shares 4,322 Est. Cost $125.04 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $534 Shares 10,268 Est. Cost $27.44 Unrealized +19.9%
BROOKFIELD ASSET MGMT INC 0.2%
Value ($000) $532 Shares 15,134 Est. Cost $35.52 Unrealized
BRKR BRUKER CORP 0.2%
Value ($000) $522 Shares 23,035 Est. Cost $18.63 Unrealized +18.5%
RF REGIONS FINL CORP NEW 0.2%
Value ($000) $506 Shares 51,309 Est. Cost $6.57 Unrealized +1.2%
GENERAL ELECTRIC CO 0.2%
Value ($000) $494 Shares 16,689 Est. Cost $31.16 Unrealized
AMERICAN SOFTWARE INC 0.2%
Value ($000) $467 Shares 42,067 Est. Cost $9.34 Unrealized
GULFPORT ENERGY CORP 0.2%
Value ($000) $462 Shares 16,365 Est. Cost $61.92 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $456 Shares 7,300 Est. Cost $33.74 Unrealized +29.6%
RVTY PERKINELMER INC 0.2%
Value ($000) $451 Shares 8,038 Est. Cost $31.62 Unrealized +68.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $435 Shares 6,460 Est. Cost $14.38 Unrealized 0.0%
IXC ISHARES 0.1%
Value ($000) $417 Shares 12,690 Est. Cost $41.06 Unrealized
SENSATA TECHNOLOGIES HLDG NV 0.1%
Value ($000) $413 Shares 10,660 Est. Cost $51.71 Unrealized
IT GARTNER INC 0.1%
Value ($000) $406 Shares 4,590 Est. Cost $95.01 Unrealized -1.3%
SYY SYSCO CORP 0.1%
Value ($000) $404 Shares 8,240 Est. Cost $24.49 Unrealized +64.3%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $403 Shares 2,486 Est. Cost $148.16 Unrealized +5.6%
RUBY TUESDAY INC 0.1%
Value ($000) $393 Shares 157,328 Est. Cost $7.01 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $383 Shares 3,500 Est. Cost $70.63 Unrealized +9.4%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $377 Shares 4,243 Est. Cost $54.56 Unrealized +21.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $359 Shares 4,800 Est. Cost $30.90 Unrealized +11.0%
IJR ISHARES TR 0.1%
Value ($000) $357 Shares 2,875 Est. Cost $116.38 Unrealized
KEX KIRBY CORP 0.1%
Value ($000) $333 Shares 5,356 Est. Cost $79.18 Unrealized -27.5%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $326 Shares 4,012 Est. Cost $48.62 Unrealized +19.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $321 Shares 5,948 Est. Cost $30.74 Unrealized +50.1%
GDX VANECK VECTORS ETF TR 0.1%
Value ($000) $301 Shares 11,370 Est. Cost $27.70 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $291 Shares 9,159 Est. Cost $20.16 Unrealized +14.4%
SPDR INDEX SHS FDS 0.1%
Value ($000) $284 Shares 16,190 Est. Cost $25.60 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $265 Shares 2,060 Est. Cost $99.95 Unrealized +6.4%
SYNOVUS FINL CORP 0.1%
Value ($000) $256 Shares 7,884 Est. Cost $29.59 Unrealized
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $254 Shares 6,888 Est. Cost $21.23 Unrealized +13.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $243 Shares 2,104 Est. Cost $94.54 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $239 Shares 2,963 Est. Cost $52.02 Unrealized -13.3%
CB CHUBB LIMITED 0.1%
Value ($000) $239 Shares 1,900 Est. Cost $96.06 Unrealized +11.6%
CSX CSX CORP 0.1%
Value ($000) $234 Shares 7,683 Est. Cost $7.58 Unrealized +9.3%
V VISA INC 0.1%
Value ($000) $232 Shares 2,800 Est. Cost $67.81 Unrealized +10.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $223 Shares 2,300 Est. Cost $75.16 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $203 Shares 1,150 Est. Cost $102.46 Unrealized +6.6%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $200 Shares 4,000 Est. Cost $55.25 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $180 Shares 12,182 Est. Cost $11.58 Unrealized
BANK OF AMERICA CORPORATION 0.1%
Value ($000) $155 Shares 33,550 Est. Cost $5.45 Unrealized
DNP SELECT INCOME FD 0.0%
Value ($000) $128 Shares 12,440 Est. Cost $9.06 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value ($000) $107 Shares 13,000 Est. Cost $7.29 Unrealized +4.4%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $72 Shares 11,500 Est. Cost $4.13 Unrealized
REEDS INC 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $3.70 Unrealized
CONNECTURE INC 0.0%
Value ($000) $30 Shares 15,710 Est. Cost $10.56 Unrealized
ALIMERA SCIENCES INC 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $4.87 Unrealized