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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 Q2 2023 · Filed April 25, 2023 · Accession 0000909012-23-000048

Total Value
$764.2M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247971,335,405$97.7M12.78%
2MICROSOFT CORPMSFT195,646$56.4M7.38%
3SCHWAB STRATEGIC TR808524102985,196$47.1M6.17%
4INTUITINTU68,295$30.4M3.98%
5COSTCO WHSL CORP NEW22160K10560,518$30.1M3.93%
6ACCENTURE PLC IRELANDACN85,012$24.3M3.18%
7COCA COLA COKO369,002$22.9M3.00%
8SELECT SECTOR SPDR TR81369Y803150,416$22.7M2.97%
9CINTAS CORPCTAS46,279$21.4M2.80%
10JOHNSON & JOHNSONJNJ137,504$21.3M2.79%
11MARRIOTT INTL INC NEW571903202115,965$19.3M2.52%
12CHURCH & DWIGHT CO INCCHD206,658$18.3M2.39%
13PAYCHEX INCPAYX158,310$18.1M2.37%
14AMERICAN WTR WKS CO INC NEW030420103121,422$17.8M2.33%
15WALMART INCWMT106,048$15.6M2.05%
16DOVER CORPDOV100,875$15.3M2.01%
17ABBVIE INCABBV92,337$14.7M1.93%
18SCHWAB STRATEGIC TR808524508196,044$13.3M1.74%
19BLACKROCK INCBLK19,539$13.1M1.71%
20ALPHABET INCGOOG114,410$11.9M1.55%
21ABBOTT LABSABLZF117,007$11.8M1.55%
22AMAZON COM INCAMZN104,325$10.8M1.41%
23NEXTERA ENERGY INCNEE-PW133,440$10.3M1.35%
24ISHARES TR46428716886,412$10.1M1.33%
25CHUBB LIMITEDCB47,781$9.3M1.21%
26SCHWAB STRATEGIC TR808524607198,288$8.3M1.09%
27SCHWAB CHARLES CORPSCHW-PJ153,788$8.1M1.05%
28AMGEN INCAMGN32,656$7.9M1.03%
29BERKSHIRE HATHAWAY INC DELBRK-A24,722$7.6M1.00%
30SHERWIN WILLIAMS COSHW32,469$7.3M0.95%
31MERCK & CO INCMRK68,298$7.3M0.95%
32DEERE & CODE16,257$6.7M0.88%
33PROCTER AND GAMBLE CO74271810944,596$6.6M0.87%
34PRICE T ROWE GROUP INCTROW55,150$6.2M0.81%
35SELECT SECTOR SPDR TR81369Y20944,085$5.7M0.75%
36FOCUS FINL PARTNERS INC34417P100108,000$5.6M0.73%
37THERMO FISHER SCIENTIFIC INCTMO9,474$5.5M0.71%
38ACTIVISION BLIZZARD INC00507V10960,840$5.2M0.68%
39AMERIPRISE FINL INC03076C10616,580$5.1M0.66%
40WASTE MGMT INC DEL94106L10929,794$4.9M0.64%
41HOME DEPOT INCHD15,777$4.7M0.61%
42SELECT SECTOR SPDR TR81369Y88662,538$4.2M0.55%
43SELECT SECTOR SPDR TR81369Y30854,129$4.0M0.53%
44DISNEY WALT CO25468710640,169$4.0M0.53%
45BROWN FORMAN CORPBF-B62,256$4.0M0.52%
46SPDR S&P 500 ETF TRSPY9,606$3.9M0.51%
47SCHWAB STRATEGIC TR808524672166,027$3.9M0.51%
48PFIZER INCPFE92,600$3.8M0.49%
49DYCOM INDS INC26747510134,827$3.3M0.43%
50KIMBERLY-CLARK CORPKMB21,677$2.9M0.38%
51MCDONALDS CORPMCD8,943$2.5M0.33%
52ISHARES TR46428784624,700$2.5M0.32%
53MID-AMER APT CMNTYS INC59522J10315,625$2.4M0.31%
54NVIDIA CORPORATIONNVDA8,255$2.3M0.30%
55TJX COS INC NEW87254010929,179$2.3M0.30%
56ALBEMARLE CORPALB-PA9,845$2.2M0.28%
57STARBUCKS CORPSBUX20,805$2.2M0.28%
58HERSHEY COHSY8,100$2.1M0.27%
59APPLE INCAAPL11,433$1.9M0.25%
60PEPSICO INCPEP10,239$1.9M0.24%
61FEDEX CORPFDX7,726$1.8M0.23%
623M COMMM16,200$1.7M0.22%
63VERIZON COMMUNICATIONS INCVZ43,603$1.7M0.22%
64CORTEVA INCCTVA25,475$1.5M0.20%
65EVOQUA WATER TECHNOLOGIES CO30057T10530,750$1.5M0.20%
66ATMOS ENERGY CORPATO11,450$1.3M0.17%
67SELECT SECTOR SPDR TR81369Y4077,833$1.2M0.15%
68VANGUARD INDEX FDS9229083633,100$1.2M0.15%
69SOUTHERN COSOMN16,059$1.1M0.15%
70UNITEDHEALTH GROUP INCUNH2,325$1.1M0.14%
71SELECT SECTOR SPDR TR81369Y85216,240$941,4330.12%
72AUTOMATIC DATA PROCESSING INADP3,516$782,7670.10%
73VANGUARD WORLD FDS92204A6033,830$729,6530.10%
74VANGUARD INDEX FDS9229087693,008$613,9330.08%
75EMERSON ELEC COEMR7,000$609,9800.08%
76FIRST CMNTY CORP S C31983510428,600$572,0000.07%
77GENUINE PARTS COGPC3,000$501,9300.07%
78DUKE ENERGY CORP NEWDUKB4,325$417,2330.05%
79ISHARES TR464287200979$402,4470.05%
80SHELL PLCRYDAF6,000$345,2400.05%
81ROYAL GOLD INCRGLD2,500$324,2750.04%
82HONEYWELL INTL INC4385161061,634$312,2900.04%
83AMERICAN EXPRESS COAXP1,600$263,9200.03%
84ABRDN GOLD ETF TRUST00326A10413,000$245,3100.03%
85COLGATE PALMOLIVE COCL2,670$200,6510.03%
86TRX GOLD CORPORATIONTRX30,000$14,4660.00%