Asset Advisors Investment Management as of June 30, 2026
Portfolio Holdings for Asset Advisors Investment Management
Asset Advisors Investment Management holds 102 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 7.3 | $79M | 2.7M | 28.96 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.8 | $74M | 2.3M | 31.71 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 6.1 | $67M | 351k | 190.52 | |
| Microsoft Corporation (MSFT) | 5.5 | $60M | 161k | 373.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $46M | 127k | 357.37 | |
| Costco Wholesale Corporation (COST) | 4.2 | $46M | 49k | 935.47 | |
| Marriott Intl Cl A (MAR) | 3.3 | $36M | 97k | 370.59 | |
| Wal-Mart Stores (WMT) | 3.1 | $34M | 300k | 113.26 | |
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 2.7 | $29M | 1.3M | 21.65 | |
| Amazon (AMZN) | 2.6 | $29M | 119k | 238.34 | |
| Cintas Corporation (CTAS) | 2.5 | $27M | 158k | 170.08 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 2.5 | $27M | 1.2M | 22.14 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 2.4 | $26M | 243k | 107.13 | |
| Abbvie (ABBV) | 2.2 | $24M | 95k | 251.64 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 2.1 | $23M | 432k | 53.61 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.1 | $23M | 505k | 45.70 | |
| Dover Corporation (DOV) | 2.0 | $22M | 98k | 224.28 | |
| Chubb (CB) | 2.0 | $21M | 63k | 340.74 | |
| Coca-Cola Company (KO) | 1.8 | $19M | 237k | 81.27 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.5 | $17M | 750k | 22.37 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 1.5 | $17M | 172k | 96.46 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $16M | 176k | 92.27 | |
| Johnson & Johnson (JNJ) | 1.4 | $15M | 61k | 253.97 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.3 | $14M | 86k | 158.66 | |
| Amgen (AMGN) | 1.2 | $13M | 37k | 362.12 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $13M | 57k | 219.43 | |
| Church & Dwight (CHD) | 1.1 | $12M | 125k | 96.88 | |
| Doubleline Etf Trust Asse Ba Secs Etf (DABS) | 1.1 | $12M | 235k | 50.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $12M | 23k | 500.39 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.0 | $11M | 481k | 22.89 | |
| American Water Works (AWK) | 1.0 | $11M | 82k | 131.58 | |
| NVIDIA Corporation (NVDA) | 0.9 | $10M | 50k | 200.09 | |
| Ishares Tr Select Divid Etf (DVY) | 0.9 | $9.5M | 61k | 156.30 | |
| AutoZone (AZO) | 0.8 | $9.2M | 2.9k | 3195.94 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $9.1M | 19k | 477.57 | |
| Sherwin-Williams Company (SHW) | 0.8 | $8.8M | 25k | 344.32 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.8 | $8.7M | 25k | 342.83 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.8 | $8.5M | 72k | 117.28 | |
| Waste Management (WM) | 0.7 | $7.5M | 34k | 222.88 | |
| Paychex (PAYX) | 0.7 | $7.3M | 74k | 98.33 | |
| Apple (AAPL) | 0.6 | $6.6M | 23k | 289.36 | |
| Intuit (INTU) | 0.6 | $6.6M | 25k | 261.00 | |
| Deere & Company (DE) | 0.6 | $6.5M | 10k | 634.33 | |
| Nextera Energy (NEE) | 0.6 | $6.3M | 72k | 87.77 | |
| Kinder Morgan (KMI) | 0.6 | $6.2M | 193k | 31.97 | |
| Home Depot (HD) | 0.5 | $5.8M | 17k | 352.68 | |
| Procter & Gamble Company (PG) | 0.5 | $5.5M | 38k | 146.64 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.5 | $5.2M | 22k | 237.33 | |
| Merck & Co (MRK) | 0.5 | $5.1M | 40k | 128.50 | |
| Atmos Energy Corporation (ATO) | 0.4 | $4.9M | 28k | 172.27 | |
| Blackrock (BLK) | 0.4 | $4.8M | 5.0k | 961.56 | |
| Abbott Laboratories (ABT) | 0.4 | $4.4M | 49k | 90.74 | |
| T. Rowe Price (TROW) | 0.4 | $4.3M | 37k | 113.69 | |
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.4 | $4.0M | 78k | 52.00 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.4 | $3.9M | 21k | 182.28 | |
| Ameriprise Financial (AMP) | 0.3 | $3.7M | 8.1k | 458.76 | |
| Netflix (NFLX) | 0.3 | $3.7M | 52k | 71.40 | |
| TJX Companies (TJX) | 0.3 | $3.6M | 24k | 151.50 | |
| American Express Company (AXP) | 0.3 | $3.4M | 10k | 338.25 | |
| Rollins (ROL) | 0.3 | $2.8M | 68k | 41.74 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.8M | 23k | 124.44 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $2.5M | 69k | 36.87 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $2.4M | 54k | 45.34 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.1M | 3.1k | 686.81 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.9M | 2.5k | 746.77 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.9M | 2.5k | 748.89 | |
| Mid-America Apartment (MAA) | 0.2 | $1.7M | 13k | 138.94 | |
| McDonald's Corporation (MCD) | 0.1 | $1.6M | 6.0k | 270.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.5M | 4.2k | 353.33 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.4M | 4.4k | 327.33 | |
| Walt Disney Company (DIS) | 0.1 | $1.4M | 15k | 96.25 | |
| Verizon Communications (VZ) | 0.1 | $1.3M | 31k | 42.34 | |
| First Community Corporation (FCCO) | 0.1 | $1.3M | 40k | 32.68 | |
| Emerson Electric (EMR) | 0.1 | $1.3M | 9.0k | 143.15 | |
| Southern Company (SO) | 0.1 | $1.3M | 13k | 95.71 | |
| Hershey Company (HSY) | 0.1 | $1.2M | 6.8k | 175.45 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | 3.2k | 370.04 | |
| Automatic Data Processing (ADP) | 0.1 | $1.1M | 4.9k | 223.95 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $933k | 8.5k | 109.77 | |
| Pepsi (PEP) | 0.1 | $868k | 6.4k | 135.40 | |
| FedEx Corporation (FDX) | 0.1 | $770k | 2.5k | 313.13 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $752k | 1.5k | 501.36 | |
| Vanguard World Industrial Etf (VIS) | 0.1 | $697k | 1.9k | 360.38 | |
| International Business Machines (IBM) | 0.1 | $613k | 2.2k | 281.21 | |
| 3M Company (MMM) | 0.1 | $551k | 3.4k | 161.91 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $548k | 4.3k | 126.58 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $506k | 3.7k | 136.72 | |
| Royal Gold (RGLD) | 0.0 | $499k | 2.5k | 199.61 | |
| Shell Spon Ads (SHEL) | 0.0 | $465k | 6.0k | 77.54 | |
| Boeing Dep Conv Pfd A (BA.PA) | 0.0 | $464k | 6.9k | 67.30 | |
| Bank of America Corporation (BAC) | 0.0 | $455k | 8.0k | 56.98 | |
| Chevron Corporation (CVX) | 0.0 | $446k | 2.7k | 165.76 | |
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $428k | 5.1k | 83.07 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $413k | 11k | 38.23 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $407k | 1.1k | 368.38 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $397k | 1.3k | 298.07 | |
| Genuine Parts Company (GPC) | 0.0 | $354k | 3.0k | 117.98 | |
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $312k | 3.5k | 87.88 | |
| Phillips 66 (PSX) | 0.0 | $283k | 1.7k | 169.05 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $260k | 8.6k | 30.17 | |
| Visa Com Cl A (V) | 0.0 | $249k | 727.00 | 343.09 | |
| Trx Gold Corporation (TRX) | 0.0 | $25k | 30k | 0.82 |