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SOUTHEAST ASSET ADVISORS INC. 13F portfolio summary

SOUTHEAST ASSET ADVISORS INC. of SOUTHEAST ASSET ADVISORS INC. has 214 current stock holdings with a reported portfolio value of $912.5M. The portfolio 1 year return is +15.30%. Top holdings include SPY (0.00%), UPS (0.00%), QQQ (0.00%), PAA (0.00%), BRK-B (14.61%).

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SOUTHEAST ASSET ADVISORS INC.

SOUTHEAST ASSET ADVISORS INC.
Latest filing: 2026-03-31

SOUTHEAST ASSET ADVISORS INC. runs SOUTHEAST ASSET ADVISORS INC. and currently holds 214 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $912.54M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SOUTHEAST ASSET ADVISORS INC. ranks #772 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SOUTHEAST ASSET ADVISORS INC.'s portfolio at SOUTHEAST ASSET ADVISORS INC. has delivered returns of +15.30%. Their 3-year annualized return is +53.65%. Looking at the 5-year horizon, SOUTHEAST ASSET ADVISORS INC. has achieved +63.78% annualized returns at SOUTHEAST ASSET ADVISORS INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.30%
#864/1000
3 Year
+53.65%
#774/1000
5 Year
+63.78%
#632/1000

Portfolio Value

$912.54M

Alpha Score

44.6

#772 of 1000

Holdings

214

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change