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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Asset Advisors Investment Management, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000909012-23-000030

Total Value
$758.8M
Positions
79
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (89)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247971,347,597$101.8M13.41%
2MICROSOFT CORPMSFT202,219$48.5M6.39%
3SCHWAB STRATEGIC TR808524102996,694$44.7M5.89%
4COSTCO WHSL CORP NEW22160K10561,537$28.1M3.70%
5INTUITINTU71,050$27.7M3.64%
6JOHNSON & JOHNSONJNJ139,896$24.7M3.26%
7COCA COLA COKO369,702$23.5M3.10%
8ACCENTURE PLC IRELANDACN87,182$23.3M3.07%
9CINTAS CORPCTAS46,989$21.2M2.80%
10SELECT SECTOR SPDR TR81369Y803151,816$18.9M2.49%
11AMERICAN WTR WKS CO INC NEW030420103123,852$18.9M2.49%
12PAYCHEX INCPAYX160,200$18.5M2.44%
13MARRIOTT INTL INC NEW571903202116,705$17.4M2.29%
14CHURCH & DWIGHT CO INCCHD208,258$16.8M2.21%
15WALMART INCWMT107,173$15.2M2.00%
16ABBVIE INCABBV92,245$14.9M1.96%
17BLACKROCK INCBLK19,839$14.1M1.85%
18DOVER CORPDOV98,885$13.4M1.76%
19SCHWAB STRATEGIC TR808524508197,853$13.0M1.71%
20ABBOTT LABSABLZF117,300$12.9M1.70%
21SCHWAB CHARLES CORPSCHW-PJ152,388$12.7M1.67%
22NEXTERA ENERGY INCNEE-PW134,440$11.2M1.48%
23ISHARES TR46428716888,587$10.7M1.41%
24CHUBB LIMITEDCB47,955$10.6M1.39%
25ALPHABET INCGOOG114,270$10.1M1.33%
26AMGEN INCAMGN35,303$9.3M1.22%
27AMAZON COM INCAMZN109,245$9.2M1.21%
28SCHWAB STRATEGIC TR808524607203,461$8.2M1.09%
29PFIZER INCPFE156,631$8.0M1.06%
30SHERWIN WILLIAMS COSHW32,474$7.7M1.02%
31BERKSHIRE HATHAWAY INC DELBRK-A24,722$7.6M1.01%
32MERCK & CO INCMRK68,498$7.6M1.00%
33DEERE & CODE16,347$7.0M0.92%
34PROCTER AND GAMBLE CO74271810943,586$6.6M0.87%
35PRICE T ROWE GROUP INCTROW55,220$6.0M0.79%
36SELECT SECTOR SPDR TR81369Y20943,785$5.9M0.78%
37AMERIPRISE FINL INC03076C10616,860$5.2M0.69%
38THERMO FISHER SCIENTIFIC INCTMO9,524$5.2M0.69%
393M COMMM42,482$5.1M0.67%
40HOME DEPOT INCHD15,688$5.0M0.65%
41WASTE MGMT INC DEL94106L10929,519$4.6M0.61%
42SELECT SECTOR SPDR TR81369Y88663,473$4.5M0.59%
43SELECT SECTOR SPDR TR81369Y30855,719$4.2M0.55%
44BROWN FORMAN CORPBF-B62,923$4.1M0.54%
45DISNEY WALT CO25468710646,874$4.1M0.54%
46ACTIVISION BLIZZARD INC00507V10953,085$4.1M0.54%
47FOCUS FINL PARTNERS INC34417P100109,000$4.1M0.54%
48SPDR S&P 500 ETF TRSPY9,626$3.7M0.49%
49DYCOM INDS INC26747510134,827$3.3M0.43%
50KIMBERLY-CLARK CORPKMB22,677$3.1M0.41%
51SCHWAB STRATEGIC TR80852480581,908$2.6M0.35%
52MCDONALDS CORPMCD9,743$2.6M0.34%
53MID-AMER APT CMNTYS INC59522J10315,625$2.5M0.32%
54ISHARES TR46428784624,900$2.3M0.31%
55TJX COS INC NEW87254010929,179$2.3M0.31%
56ALBEMARLE CORPALB-PA9,955$2.2M0.28%
57HERSHEY COHSY9,100$2.1M0.28%
58STARBUCKS CORPSBUX19,845$2.0M0.26%
59PEPSICO INCPEP10,239$1.8M0.24%
60VERIZON COMMUNICATIONS INCVZ41,100$1.6M0.21%
61APPLE INCAAPL11,733$1.5M0.20%
62CORTEVA INCCTVA24,750$1.5M0.19%
63FEDEX CORPFDX7,726$1.3M0.18%
64ATMOS ENERGY CORPATO11,850$1.3M0.18%
65NVIDIA CORPORATIONNVDA8,640$1.3M0.17%
66UNITEDHEALTH GROUP INCUNH2,325$1.2M0.16%
67EVOQUA WATER TECHNOLOGIES CO30057T10531,050$1.2M0.16%
68SOUTHERN COSOMN15,926$1.1M0.15%
69VANGUARD INDEX FDS9229083633,100$1.1M0.14%
70SELECT SECTOR SPDR TR81369Y4077,783$1.0M0.13%
71AUTOMATIC DATA PROCESSING INADP3,516$839,8320.11%
72SELECT SECTOR SPDR TR81369Y85217,140$822,5490.11%
73VANGUARD WORLD FDS92204A6033,830$699,5110.09%
74EMERSON ELEC COEMR7,000$672,4200.09%
75SELECT SECTOR SPDR TR81369Y60518,970$648,7740.09%
76FIRST CMNTY CORP S C31983510429,100$636,9990.08%
77VANGUARD INDEX FDS9229087693,008$575,1000.08%
78GENUINE PARTS COGPC3,000$520,5300.07%
79ISHARES TR464287200979$376,1420.05%
80HONEYWELL INTL INC4385161061,634$350,1660.05%
81SHELL PLCRYDAF6,000$341,7000.05%
82SOUTHSTATE CORPORATIONSSB4,000$305,4400.04%
83ROYAL GOLD INCRGLD2,500$281,8000.04%
84DUKE ENERGY CORP NEWDUKB2,660$273,9530.04%
85INTEL CORPINTC9,300$245,7990.03%
86AMERICAN EXPRESS COAXP1,600$236,4000.03%
87ABRDN GOLD ETF TRUST00326A10413,000$227,1100.03%
88COLGATE PALMOLIVE COCL2,670$210,3690.03%
89TRX GOLD CORPORATIONTRX30,000$10,1490.00%