Fund HoldingsAsset Advisors Investment Management, LLC

Total Portfolio Value
$961.45M
Total Bought
$40.40M
Total Sold
$45.54M
Net Transaction
-$5.14M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CINTAS CORP(CTAS)43,618173,748+130,13030,54435,7713.72%+5,227
WALMART INC(WMT)315,566315,947+38121,36725,5132.65%+4,146
SCHWAB STRATEGIC TR966,687965,092-1,59560,77664,1986.68%+3,422
ACCENTURE PLC IRELAND
SHS CLASS A
073,844+73,844026,1022.71%+26,102
SELECT SECTOR SPDR TR
ST STR SVC ETF
189,093210,815+21,72216,19819,0581.98%+2,860
SELECT SECTOR SPDR TR
ST STR FINL ETF
356,039383,291+27,25214,63717,3711.81%+2,734
CHUBB LIMITED
COM
62,31463,979+1,66515,89518,4511.92%+2,556
ABBVIE INC(ABBV)97,81897,323-49516,77819,2192.00%+2,442
SHERWIN WILLIAMS CO(SHW)28,54828,278-2708,52010,7931.12%+2,273
SELECT SECTOR SPDR TR
ST STR CARE ETF
85,94795,124+9,17712,52714,6511.52%+2,124
SCHWAB STRATEGIC TR0986,118+986,118083,3578.67%+83,357
ISHARES TR087,950+87,95001,9910.21%+1,991
COCA COLA CO(KO)249,802247,504-2,29815,90017,7861.85%+1,886
PAYCHEX INC(PAYX)143,791140,926-2,86517,04818,9111.97%+1,863
AUTOZONE INC(AZO)1,1581,678+5203,4325,2860.55%+1,853
ISHARES TR
MSCI USA MIN ETF
137,939146,127+8,18811,58113,3431.39%+1,761
AMERICAN WTR WKS CO INC NEW99,36398,937-42612,83414,4691.50%+1,635
AMERIPRISE FINL INC(AMP)22,66123,377+7169,68110,9831.14%+1,302
HOME DEPOT INC(HD)17,41117,990+5795,9947,2900.76%+1,296
AMGEN INC(AMGN)32,98035,934+2,95410,30511,5781.20%+1,274
COSTCO WHSL CORP NEW(COST)57,24156,178-1,06348,65449,8035.18%+1,149
DOVER CORP(DOV)99,09299,079-1317,88118,9971.98%+1,116
ISHARES TR55,32098,290+42,9701,3272,3590.25%+1,032
ISHARES TR
MSCI USA QLT FCT
44,36547,827+3,4627,5768,5750.89%+1,000
ABBOTT LABS109,892108,490-1,40211,41912,3691.29%+950
THERMO FISHER SCIENTIFIC INC(TMO)12,61512,556-596,9767,7670.81%+791
ISHARES TR77,66875,308-2,3609,39610,1721.06%+776
ISHARES TR121,753151,643+29,8902,7583,4980.36%+739
APPLE INC(AAPL)36,19135,748-4437,6238,3290.87%+707
NEXTERA ENERGY INC(NEE)37,03639,152+2,1162,6233,3100.34%+687
SCHWAB STRATEGIC TR249,323249,734+4115,8776,5360.68%+659
SELECT SECTOR SPDR TR
ST STR DISCR ETF
27,44927,938+4895,0075,5980.58%+591
SELECT SECTOR SPDR TR
ST STR UTIL ETF
017,551+17,55101,4180.15%+1,418
ISHARES TR96,123118,401+22,2782,2322,7730.29%+541
PROCTER AND GAMBLE CO(PG)50,71350,887+1748,3648,8140.92%+450
VERIZON COMMUNICATIONS INC(VZ)11,32220,007+8,6854678990.09%+432
FIRST CMNTY CORP S C27,00039,985+12,9854668570.09%+392
MCDONALDS CORP(MCD)7,6707,373-2971,9552,2450.23%+291
BERKSHIRE HATHAWAY INC DEL26,00023,600-2,40010,57710,8621.13%+285
MID-AMER APT CMNTYS INC(MAA)15,62515,62502,2282,4830.26%+255
XYLEM INC(XYL)16,51818,455+1,9372,2402,4920.26%+252
BLACKSTONE INC(BX)01,570+1,57002400.03%+240
LOWES COS INC(LOW)0870+87002360.02%+236
ROLLINS INC(ROL)04,510+4,51002280.02%+228
SELECT SECTOR SPDR TR
ST STR STAPL ETF
29,38029,680+3002,2502,4630.26%+214
ATMOS ENERGY CORP(ATO)9,5419,481-601,1131,3150.14%+202
AUTOMATIC DATA PROCESSING IN5,1675,16701,2331,4300.15%+197
BLACKROCK INC(BLK)7,0356,035-1,0005,5395,7300.60%+191
SOUTHERN CO(SO)15,41115,239-1721,1951,3740.14%+179
TJX COS INC NEW(TJX)23,63023,63002,6022,7770.29%+176
ISHARES TR23,88523,884-13,1603,3340.35%+174
ALPHABET INC(GOOG)2,6743,967+1,2934906630.07%+173
PHILIP MORRIS INTL INC(PM)8,3008,30008411,0080.10%+167
INTERNATIONAL BUSINESS MACHS(IBM)2,8432,883+404926370.07%+146
VANGUARD INDEX FDS4,4464,479+332,2242,3640.25%+140
UNITEDHEALTH GROUP INC(UNH)1,9001,863-379681,0890.11%+122
3M CO(MMM)3,4003,40003474650.05%+117
VANGUARD INDEX FDS5,0795,07901,3591,4380.15%+79
DUKE ENERGY CORP NEW(DUK)5,0445,04405065820.06%+76
JPMORGAN CHASE & CO.(JPM)7,4577,45701,5081,5720.16%+64
AMERICAN EXPRESS CO(AXP)1,5001,50003474070.04%+59
SPDR GOLD TR(GLD)1,2001,300+1002583160.03%+58
WASTE MGMT INC DEL(WM)31,58432,716+1,1326,7386,7920.71%+54
SERVICENOW INC(NOW)49049003854380.05%+53
VANGUARD WORLD FD
INDUSTRIAL ETF
2,4002,350-505656110.06%+47
ETFS GOLD TR(SGOL)15,57515,57503463910.04%+45
JOHNSON & JOHNSON(JNJ)0109,932+109,932017,8161.85%+17,816
PEPSICO INC(PEP)9,4999,455-441,5671,6080.17%+41
ROYAL GOLD INC(RGLD)2,5002,50003133510.04%+38
MONDELEZ INTL INC(MDLZ)4,5044,50402953320.03%+37
COLGATE PALMOLIVE CO(CL)2,6702,67002592770.03%+18
TEXAS INSTRS INC(TXN)1,4601,46002843020.03%+18
ISHARES TR49049002682830.03%+14
VISA INC(V)77777702042140.02%+10
INVESCO QQQ TR51151102452490.03%+5
GENUINE PARTS CO(GPC)3,0003,00004154190.04%+4
TRX GOLD CORPORATION30,00030,000012120.00%-0
BANK AMERICA CORP6,0016,00102392380.02%-1
SELECT SECTOR SPDR TR
ST STR TECHN ETF
144,049144,323+27432,58832,5823.39%-6
EMERSON ELEC CO(EMR)9,0009,00009919840.10%-7
EXXON MOBIL CORP3,9353,800-1354534450.05%-8
HONEYWELL INTL INC(HON)1,7451,74503733610.04%-12
HERSHEY CO(HSY)7,7007,200-5001,4151,3810.14%-35
SHELL PLC(SHEL)6,0006,00004333960.04%-37
ADOBE INC(ADBE)1,0001,00005565180.05%-38
BROWN FORMAN CORP(BF-A)31,20026,612-4,5881,3481,3090.14%-38
PHILLIPS 66(PSX)2,0821,750-3322942300.02%-64
KIMBERLY-CLARK CORP(KMB)17,09215,905-1,1872,3622,2630.24%-99
WESTROCK COFFEE CO10,0000-10,0001020-102
PFIZER INC(PFE)14,56210,502-4,0604073040.03%-104
NVIDIA CORPORATION(NVDA)81,11081,453+34310,0209,8921.03%-129
CHEVRON CORP NEW(CVX)3,7812,799-9825914120.04%-179
CHURCH & DWIGHT CO INC(CHD)197,501192,912-4,58920,47720,2022.10%-275
PRICE T ROWE GROUP INC(TROW)50,95049,975-9755,8755,4440.57%-431
MARRIOTT INTL INC NEW(MAR)110,239105,429-4,81026,65226,2102.73%-443
SCHWAB STRATEGIC TR000000
AMAZON COM INC(AMZN)115,370116,869+1,49922,29521,7762.26%-519
FEDEX CORP(FDX)5,3403,750-1,5901,6011,0260.11%-575
DEERE & CO(DE)14,26111,306-2,9555,3284,7180.49%-610
CORTEVA INC(CTVA)19,8885,448-14,4401,0733200.03%-752
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