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SOUTHEAST ASSET ADVISORS INC.
SOUTHEAST ASSET ADVISORS INC.
Latest filing: 2026-06-30
SOUTHEAST ASSET ADVISORS INC. runs SOUTHEAST ASSET ADVISORS INC. and currently holds 225 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $984.49M. Their top holdings are GOOG, BRK-B, CNX, AAPL, RSP. The top five represent 47.6% of reported portfolio weight. SOUTHEAST ASSET ADVISORS INC. ranks #642 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SOUTHEAST ASSET ADVISORS INC. initiated 4 new positions. They added to 43 existing positions. They trimmed 38 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
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225 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOG ALPHABET INC | 15.00% | $46.95 | $341.75 | +627.90% | Trimmed -0.82% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 14.07% | $140.64 | $495.77 | +252.51% | Added +0.06% |
 CNX CNX RESOURCES CORPORATION | 8.31% | $15.14 | $36.36 | +140.16% | Trimmed -0.08% |
 AAPL APPLE INC | 6.67% | $50.38 | $309.35 | +514.03% | Trimmed -1.38% |
 RSP INVESCO EXCHANGE TRADED FD T | 3.56% | $160.88 | $221.67 | +37.78% | Added +1.09% |
 VOO VANGUARD INDEX FDS | 3.10% | $241.43 | $703.77 | +191.50% | Added +0.04% |
 KO COCA COLA CO | 2.67% | $55.70 | $91.11 | +63.57% | Added +0.00% |
 TSM TAIWAN SEMICONDUCTOR MFG LTD | 2.18% | $192.89 | $418.87 | +117.15% | Added +0.22% |
 IJH ISHARES TR | 1.96% | $60.82 | $76.75 | +26.19% | Added +7.65% |
 AFL AFLAC INC | 1.60% | $31.37 | $116.06 | +269.97% | Added +0.00% |
Showing 1-10 of 225