Fund Holdings

Southeast Asset Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHEVRON CORP(CVX)90,96290,994+3213,863,50318,826,6302.06%+4,963,127
EXXON MOBIL CORP(XOM)86,24185,331-91010,378,20014,477,3311.59%+4,099,131
CNX RESOURCES CORPORATION(CNX)2,417,7762,412,166-5,61088,901,62492,988,99910.19%+4,087,375
TAIWAN SEMICONDUCTOR MFG LTD(TSM)044,909+44,909015,177,1071.66%+15,177,107
SCHWAB CHARLES CORP(SCHW)077,338+77,33807,268,2330.80%+7,268,233
VERTIV HOLDINGS CO(VRT)036,435+36,43509,129,8311.00%+9,129,831
C H ROBINSON WORLDWIDE IN(CHRW)013,593+13,59302,257,3900.25%+2,257,390
ISHARES SILVER TR(SLV)61,52588,165+26,6403,963,4416,007,5630.66%+2,044,122
COCA COLA CO(KO)323,792323,789-322,636,29424,624,1482.70%+1,987,854
JOHNSON & JOHNSON(JNJ)046,126+46,126011,275,0251.24%+11,275,025
OCCIDENTAL PETE CORP(OXY)068,740+68,74004,468,1300.49%+4,468,130
PORTILLOS INC0416,250+416,25002,201,9630.24%+2,201,963
ROLLINS INC(ROL)028,986+28,98601,548,1420.17%+1,548,142
EMCOR GROUP INC(EME)3,6644,530+8662,241,5993,344,5520.37%+1,102,953
NASDAQ INC(NDAQ)042,589+42,58903,615,3610.40%+3,615,361
INVESCO EXCHANGE TRADED FD T158,201162,729+4,52830,305,07131,230,9913.42%+925,920
CLEAN HARBORS INC(CLH)6,9648,759+1,7951,632,9192,511,4680.28%+878,549
ISHARES GOLD TR(IAU)115,620115,740+1209,384,87510,203,6381.12%+818,763
EATON CORP PLC(ETN)5,5377,073+1,5361,763,5902,529,8000.28%+766,210
WALMART INC(WMT)025,785+25,78503,204,5840.35%+3,204,584
LABCORP HOLDINGS INC(LH)016,015+16,01504,272,9620.47%+4,272,962
PARKER-HANNIFIN CORP(PH)01,411+1,41101,263,1840.14%+1,263,184
PACKAGING CORP AMER(PKG)07,208+7,20801,529,6100.17%+1,529,610
COSTCO WHSL CORP NEW(COST)3,8143,794-203,288,9283,780,4300.41%+491,502
DEERE & CO(DE)5,2635,208-552,450,2822,933,3860.32%+483,104
MORGAN STANLEY(MS)02,886+2,8860474,8910.05%+474,891
HARRIS OAKMARK ETF TRUST016,814+16,8140463,4900.05%+463,490
CATERPILLAR INC DEL(CAT)6,9666,268-6983,990,7874,440,5910.49%+449,804
PFIZER INC(PFE)098,524+98,52402,766,5610.30%+2,766,561
PALANTIR TECHNOLOGIES INC(PLTR)02,946+2,9460430,9410.05%+430,941
ISHARES TR231,933232,902+96915,307,56415,727,8781.72%+420,314
ISHARES TR026,021+26,02103,234,6240.35%+3,234,624
FEDEX CORP(FDX)6,0186,023+51,738,3252,145,2020.24%+406,877
NETFLIX INC(NFLX)013,614+13,61401,308,9860.14%+1,308,986
MERCK & CO INC NEW(MRK)012,698+12,69801,527,4500.17%+1,527,450
BROADCOM INC(AVGO)1,7733,263+1,490613,6861,010,0650.11%+396,379
VANGUARD SCOTTSDALE FDS06,640+6,6400395,4120.04%+395,412
ORACLE CORP(ORCL)06,245+6,2450918,6430.10%+918,643
MICRON TECHNOLOGY INC(MU)03,883+3,88301,311,8720.14%+1,311,872
VANGUARD MALVERN FDS079,325+79,32503,962,2840.43%+3,962,284
NVIDIA CORPORATION(NVDA)021,145+21,14503,687,6710.40%+3,687,671
CIRCLE INTERNET GROUP INC(CRCL)03,555+3,5550339,1830.04%+339,183
CHENIERE ENERGY INC(LNG)01,195+1,1950339,0930.04%+339,093
CSX CORP(CSX)35,58239,482+3,9001,289,8571,620,7470.18%+330,890
SOUTHERN CO(SO)024,140+24,14002,330,0270.26%+2,330,027
SALESFORCE INC(CRM)03,248+3,2480606,3040.07%+606,304
ALPHABET INC(GOOG)21,02223,940+2,9186,579,7866,884,1520.75%+304,366
AMAZON COM INC(AMZN)32,93437,923+4,9897,601,8347,898,3110.87%+296,477
CORNING INC(GLW)6,0006,0000525,360815,8200.09%+290,460
ITT INC(ITT)026,998+26,99805,143,9290.56%+5,143,929
ISHARES TR0745+7450244,8520.03%+244,852
FIRST TR EXCHANGE TRADED FD02,555+2,5550239,3010.03%+239,301
INTEL CORP(INTC)05,283+5,2830233,1260.03%+233,126
ISHARES TR01,060+1,0600231,8750.03%+231,875
ISHARES TR04,870+4,8700231,7020.03%+231,702
SEAGATE TECHNOLOGY HLDNGS PL02,700+2,70001,057,7520.12%+1,057,752
DELL TECHNOLOGIES INC(DELL)01,400+1,4000229,7820.03%+229,782
ANGLOGOLD ASHANTI PLC(AU)02,295+2,2950223,4410.02%+223,441
ARK ETF TR01,915+1,9150215,3420.02%+215,342
PIMCO ETF TR02,106+2,1060211,8000.02%+211,800
STRYKER CORPORATION(SYK)02,439+2,4390801,3550.09%+801,355
SONOCO PRODS CO(SON)019,788+19,78801,070,3410.12%+1,070,341
VANGUARD INDEX FDS0702+7020201,6000.02%+201,600
UNITEDHEALTH GROUP INC(UNH)01,568+1,5680424,2470.05%+424,247
QUANTA SVCS INC01,620+1,6200889,4120.10%+889,412
J P MORGAN EXCHANGE TRADED F023,262+23,26201,100,2780.12%+1,100,278
PLAINS ALL AMERN PIPELINE L(PAAPU)035,000+35,0000781,5500.09%+781,550
TELEDYNE TECHNOLOGIES INC(TDY)02,199+2,19901,330,4170.15%+1,330,417
NORFOLK SOUTHN CORP(NSC)01,923+1,9230551,8100.06%+551,810
BP PLC(BP)11,23011,218-12390,018527,2460.06%+137,228
NEXTERA ENERGY INC(NEE)010,741+10,7410997,6100.11%+997,610
NOVARTIS AG(NVS)06,716+6,71601,025,8690.11%+1,025,869
LIVE NATION ENTERTAINMENT IN(LYV)032,147+32,14704,902,7390.54%+4,902,739
MARATHON PETE CORP(MPC)01,525+1,5250372,3750.04%+372,375
MARVELL TECHNOLOGY INC(MRVL)07,306+7,3060723,6710.08%+723,671
CONOCOPHILLIPS(COP)2,6662,667+1249,584352,0740.04%+102,490
TJX COS INC NEW(TJX)015,800+15,80002,523,2600.28%+2,523,260
EVERPURE INC(P)05,758+5,7580339,9520.04%+339,952
ENERGY TRANSFER L P(ET)32,33331,713-620533,175612,0640.07%+78,889
TARGET CORP(TGT)03,087+3,0870374,1440.04%+374,144
AMRIZE LTD(AMRZ)36,70036,70001,984,7362,055,9340.23%+71,198
GE VERNOVA INC(GEV)314316+2205,221275,8360.03%+70,615
PEPSICO INC(PEP)05,894+5,8940915,2790.10%+915,279
DUKE ENERGY CORP NEW(DUK)4,8964,903+7573,919641,9930.07%+68,074
COMPASS DIVERSIFIED20,00020,000096,000157,2000.02%+61,200
SKEENA RES LTD NEW(SKE)010,000+10,0000297,2000.03%+297,200
CUMMINS INC(CMI)2,0162,01601,029,0671,084,6480.12%+55,581
SERVICE CORP INTL(SCI)042,142+42,14203,477,1360.38%+3,477,136
ISHARES TR02,302+2,30201,503,8880.16%+1,503,888
RTX CORPORATION(RTX)05,579+5,57901,076,1890.12%+1,076,189
WESCO INTL INC(WCC)01,820+1,8200498,0600.05%+498,060
AMGEN INC(AMGN)2,0752,079+4679,245731,5780.08%+52,333
AT&T INC(T)14,23313,941-292353,541404,1440.04%+50,603
ENBRIDGE INC(ENB)7,9297,9290379,244429,2760.05%+50,032
ENTERPRISE PRODS PARTNERS L(EPD)7,2077,2070231,056272,7130.03%+41,657
AURORA INNOVATION INC010,000+10,000041,2000.00%+41,200
SHELL PLC(SHEL)04,115+4,1150382,6950.04%+382,695
AIR PRODS & CHEMS INC912913+1225,250265,1780.03%+39,928
UNION PAC CORP(UNP)03,050+3,0500740,0580.08%+740,058
J P MORGAN EXCHANGE TRADED F0109,730+109,73006,219,4890.68%+6,219,489
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