Asset Advisors Investment Management as of Dec. 31, 2025
Portfolio Holdings for Asset Advisors Investment Management
Asset Advisors Investment Management holds 108 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.6 | $82M | 170k | 483.62 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.8 | $74M | 2.8M | 26.23 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.4 | $70M | 2.5M | 27.43 | |
| Costco Wholesale Corporation (COST) | 4.0 | $43M | 50k | 862.34 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 3.9 | $42M | 294k | 143.97 | |
| Intuit (INTU) | 3.7 | $41M | 61k | 662.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $40M | 127k | 313.00 | |
| Wal-Mart Stores (WMT) | 3.1 | $34M | 306k | 111.41 | |
| Cintas Corporation (CTAS) | 2.8 | $31M | 162k | 188.07 | |
| Marriott Intl Cl A (MAR) | 2.8 | $30M | 98k | 310.24 | |
| Select Sector Spdr Tr State Street Com (XLC) | 2.7 | $29M | 246k | 117.72 | |
| Amazon (AMZN) | 2.5 | $27M | 115k | 230.82 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 2.4 | $26M | 1.2M | 22.36 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 2.2 | $24M | 443k | 54.77 | |
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 2.1 | $23M | 1.0M | 21.95 | |
| Abbvie (ABBV) | 2.0 | $22M | 96k | 228.49 | |
| Chubb (CB) | 1.8 | $20M | 63k | 312.12 | |
| Dover Corporation (DOV) | 1.7 | $19M | 97k | 195.24 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.7 | $19M | 430k | 42.94 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $17M | 173k | 99.91 | |
| Coca-Cola Company (KO) | 1.5 | $17M | 240k | 69.91 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.5 | $16M | 172k | 94.16 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.5 | $16M | 710k | 22.47 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 1.4 | $15M | 99k | 154.80 | |
| Abbott Laboratories (ABT) | 1.3 | $14M | 113k | 125.29 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $14M | 53k | 268.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $13M | 25k | 502.65 | |
| Johnson & Johnson (JNJ) | 1.2 | $13M | 61k | 206.95 | |
| American Water Works (AWK) | 1.1 | $12M | 93k | 130.50 | |
| Amgen (AMGN) | 1.1 | $12M | 36k | 327.31 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $11M | 55k | 198.62 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.0 | $11M | 474k | 22.88 | |
| Church & Dwight (CHD) | 1.0 | $11M | 128k | 83.85 | |
| Paychex (PAYX) | 1.0 | $11M | 94k | 112.18 | |
| Ameriprise Financial (AMP) | 0.9 | $10M | 21k | 490.34 | |
| Apple (AAPL) | 0.9 | $9.4M | 35k | 271.86 | |
| NVIDIA Corporation (NVDA) | 0.9 | $9.4M | 50k | 186.50 | |
| AutoZone (AZO) | 0.8 | $9.2M | 2.7k | 3391.50 | |
| Ishares Tr Select Divid Etf (DVY) | 0.8 | $8.9M | 63k | 141.14 | |
| Sherwin-Williams Company (SHW) | 0.8 | $8.8M | 27k | 324.03 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.8 | $8.3M | 69k | 119.41 | |
| Doubleline Etf Trust Asset Backed Sec (DABS) | 0.7 | $7.8M | 153k | 50.91 | |
| Waste Management (WM) | 0.6 | $7.0M | 32k | 219.71 | |
| Procter & Gamble Company (PG) | 0.5 | $5.9M | 41k | 143.31 | |
| Home Depot (HD) | 0.5 | $5.9M | 17k | 344.10 | |
| Blackrock (BLK) | 0.5 | $5.4M | 5.1k | 1070.34 | |
| Deere & Company (DE) | 0.4 | $4.8M | 10k | 465.57 | |
| Netflix (NFLX) | 0.4 | $4.5M | 48k | 93.76 | |
| Nextera Energy (NEE) | 0.4 | $4.4M | 55k | 80.28 | |
| Merck & Co (MRK) | 0.4 | $4.3M | 41k | 105.26 | |
| Atmos Energy Corporation (ATO) | 0.4 | $4.2M | 25k | 167.63 | |
| T. Rowe Price (TROW) | 0.4 | $3.9M | 38k | 102.38 | |
| Rollins (ROL) | 0.3 | $3.7M | 62k | 60.02 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.3 | $3.7M | 22k | 165.81 | |
| TJX Companies (TJX) | 0.3 | $3.6M | 24k | 153.61 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $3.6M | 16k | 222.63 | |
| S&p Global (SPGI) | 0.3 | $3.2M | 6.2k | 522.59 | |
| Kinder Morgan (KMI) | 0.2 | $2.6M | 96k | 27.49 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.5M | 7.7k | 322.22 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $2.3M | 30k | 77.68 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $2.1M | 50k | 42.69 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $2.1M | 70k | 30.07 | |
| McDonald's Corporation (MCD) | 0.2 | $2.0M | 6.6k | 305.63 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.0M | 3.2k | 627.13 | |
| Mid-America Apartment (MAA) | 0.2 | $1.8M | 13k | 138.91 | |
| Walt Disney Company (DIS) | 0.2 | $1.8M | 16k | 113.77 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 2.6k | 681.92 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.7M | 2.5k | 684.94 | |
| Southern Company (SO) | 0.1 | $1.4M | 16k | 87.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.3M | 4.2k | 313.80 | |
| Philip Morris International (PM) | 0.1 | $1.3M | 8.3k | 160.40 | |
| Automatic Data Processing (ADP) | 0.1 | $1.3M | 5.2k | 257.23 | |
| Verizon Communications (VZ) | 0.1 | $1.3M | 31k | 40.73 | |
| Hershey Company (HSY) | 0.1 | $1.2M | 6.8k | 181.98 | |
| Emerson Electric (EMR) | 0.1 | $1.2M | 9.0k | 132.72 | |
| First Community Corporation (FCCO) | 0.1 | $1.2M | 40k | 29.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.1M | 3.3k | 335.27 | |
| Pepsi (PEP) | 0.1 | $997k | 6.9k | 143.52 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $953k | 9.5k | 100.89 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $869k | 1.5k | 579.45 | |
| International Business Machines (IBM) | 0.1 | $736k | 2.5k | 296.21 | |
| FedEx Corporation (FDX) | 0.1 | $711k | 2.5k | 288.86 | |
| Vanguard World Industrial Etf (VIS) | 0.1 | $637k | 2.1k | 298.38 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $567k | 14k | 41.08 | |
| Royal Gold (RGLD) | 0.1 | $556k | 2.5k | 222.29 | |
| American Express Company (AXP) | 0.1 | $555k | 1.5k | 369.95 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $548k | 4.7k | 117.21 | |
| 3M Company (MMM) | 0.1 | $544k | 3.4k | 160.10 | |
| Boeing Dep Conv Pfd A (BA.PA) | 0.0 | $477k | 6.9k | 69.06 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $445k | 3.7k | 120.34 | |
| Shell Spon Ads (SHEL) | 0.0 | $441k | 6.0k | 73.48 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $438k | 1.1k | 396.31 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $420k | 742.00 | 566.36 | |
| Chevron Corporation (CVX) | 0.0 | $410k | 2.7k | 152.41 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $383k | 624.00 | 614.31 | |
| Servicenow (NOW) | 0.0 | $375k | 2.5k | 153.19 | |
| Genuine Parts Company (GPC) | 0.0 | $369k | 3.0k | 122.96 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $359k | 1.0k | 349.99 | |
| Bank of America Corporation (BAC) | 0.0 | $354k | 6.4k | 55.00 | |
| Honeywell International (HON) | 0.0 | $340k | 1.7k | 195.09 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $284k | 8.6k | 33.02 | |
| Visa Com Cl A (V) | 0.0 | $255k | 727.00 | 350.71 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $242k | 1.6k | 154.14 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $231k | 1.3k | 173.49 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $216k | 4.0k | 53.83 | |
| Phillips 66 (PSX) | 0.0 | $216k | 1.7k | 129.04 | |
| Lowe's Companies (LOW) | 0.0 | $205k | 850.00 | 241.16 | |
| Trx Gold Corporation (TRX) | 0.0 | $28k | 30k | 0.92 |