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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 2024 · Filed May 14, 2024 · Accession 0000909012-24-000057

Total Value
$892.0M
Positions
91
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (91)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247971,280,100$103.2M11.57%
2MICROSOFT CORPMSFT186,671$78.5M8.80%
3SCHWAB STRATEGIC TR8085241021,023,419$62.5M7.00%
4INTUITINTU66,430$43.2M4.84%
5COSTCO WHSL CORP NEW22160K10557,922$42.4M4.76%
6CINTAS CORPCTAS43,778$30.1M3.37%
7SELECT SECTOR SPDR TR81369Y803142,325$29.6M3.32%
8ACCENTURE PLC IRELANDACN81,168$28.1M3.15%
9MARRIOTT INTL INC NEW571903202110,885$28.0M3.14%
10CHURCH & DWIGHT CO INCCHD201,587$21.0M2.36%
11JOHNSON & JOHNSONJNJ128,298$20.3M2.28%
12AMAZON COM INCAMZN112,059$20.2M2.27%
13WALMART INCWMT314,442$18.9M2.12%
14PAYCHEX INCPAYX144,750$17.8M1.99%
15ALPHABET INCGOOG116,177$17.5M1.97%
16DOVER CORPDOV98,001$17.4M1.95%
17ABBVIE INCABBV92,401$16.8M1.89%
18COCA COLA COKO256,036$15.7M1.76%
19CHUBB LIMITEDCB58,579$15.2M1.70%
20SCHWAB STRATEGIC TR808524508186,200$15.2M1.70%
21ABBOTT LABSABLZF111,727$12.7M1.42%
22AMERICAN WTR WKS CO INC NEW030420103102,847$12.6M1.41%
23SCHWAB CHARLES CORPSCHW-PJ166,422$12.0M1.35%
24SELECT SECTOR SPDR TR81369Y605257,751$10.9M1.22%
25SELECT SECTOR SPDR TR81369Y852125,649$10.3M1.15%
26SHERWIN WILLIAMS COSHW29,033$10.1M1.13%
27BERKSHIRE HATHAWAY INC DELBRK-A23,827$10.0M1.12%
28ISHARES TR46428716879,893$9.8M1.10%
29AMGEN INCAMGN32,151$9.1M1.02%
30AMERIPRISE FINL INC03076C10620,438$9.0M1.00%
31SELECT SECTOR SPDR TR81369Y20958,999$8.7M0.98%
32MERCK & CO INCMRK63,210$8.3M0.94%
33PROCTER AND GAMBLE CO74271810947,840$7.8M0.87%
34NVIDIA CORPORATIONNVDA8,217$7.4M0.83%
35THERMO FISHER SCIENTIFIC INCTMO11,185$6.5M0.73%
36WASTE MGMT INC DEL94106L10930,478$6.5M0.73%
37PRICE T ROWE GROUP INCTROW52,800$6.4M0.72%
38HOME DEPOT INCHD16,651$6.4M0.72%
39BLACKROCK INCBLK7,555$6.3M0.71%
40DEERE & CODE14,693$6.0M0.68%
41SCHWAB STRATEGIC TR808524607113,467$5.6M0.63%
42SCHWAB STRATEGIC TR808524672187,524$4.5M0.51%
43SELECT SECTOR SPDR TR81369Y30859,359$4.5M0.51%
44DISNEY WALT CO25468710631,689$3.9M0.43%
45SPDR S&P 500 ETF TRSPY6,785$3.5M0.40%
46SELECT SECTOR SPDR TR81369Y88652,188$3.4M0.38%
47ISHARES TR46428784624,300$3.1M0.35%
48TJX COS INC NEW87254010929,030$2.9M0.33%
49SELECT SECTOR SPDR TR81369Y40714,315$2.6M0.30%
50KIMBERLY-CLARK CORPKMB19,242$2.5M0.28%
51BROWN FORMAN CORPBF-B45,587$2.4M0.26%
52VANGUARD INDEX FDS9229083634,645$2.2M0.25%
53MCDONALDS CORPMCD7,795$2.2M0.25%
54NEXTERA ENERGY INCNEE-PW32,878$2.1M0.24%
55STARBUCKS CORPSBUX22,558$2.1M0.23%
56MID-AMER APT CMNTYS INC59522J10315,625$2.1M0.23%
57APPLE INCAAPL11,559$2.0M0.22%
58FEDEX CORPFDX6,015$1.7M0.20%
59PEPSICO INCPEP9,299$1.6M0.18%
60XYLEM INCXYL11,692$1.5M0.17%
61HERSHEY COHSY7,700$1.5M0.17%
62VANGUARD INDEX FDS9229087695,079$1.3M0.15%
63ATMOS ENERGY CORPATO9,570$1.1M0.13%
64ISHARES TR46436E85845,257$1.0M0.12%
65SOUTHERN COSOMN14,211$1.0M0.11%
66UNITEDHEALTH GROUP INCUNH1,922$950,8130.11%
67AUTOMATIC DATA PROCESSING INADP3,500$874,0900.10%
68EMERSON ELEC COEMR7,000$793,9400.09%
69CORTEVA INCCTVA12,888$743,2510.08%
70VANGUARD WORLD FD92204A6032,530$617,7000.07%
71ISHARES TR46436E87425,587$612,5530.07%
72ISHARES TR46436E86624,525$569,7160.06%
73PFIZER INCPFE20,247$561,8540.06%
74FIRST CMNTY CORP S C31983510427,000$470,6100.05%
75GENUINE PARTS COGPC3,000$464,7900.05%
76SHELL PLCRYDAF6,000$402,2400.05%
77AMERICAN EXPRESS COAXP1,600$364,3040.04%
783M COMMM3,400$360,6380.04%
79HONEYWELL INTL INC4385161061,745$358,1610.04%
80SERVICENOW INCNOW445$339,2680.04%
81ABRDN GOLD ETF TRUST00326A10415,575$330,8130.04%
82INVESCO QQQ TRIVZ711$315,6910.04%
83ROYAL GOLD INCRGLD2,500$304,5250.03%
84ISHARES TR464287200490$257,6080.03%
85VERIZON COMMUNICATIONS INCVZ6,118$256,7110.03%
86ALPHABET INCGOOG1,620$246,6610.03%
87COLGATE PALMOLIVE COCL2,670$240,4340.03%
88BLACKSTONE INCBX1,570$206,2510.02%
89VISA INCV727$202,8910.02%
90WESTROCK COFFEE COWEST10,000$103,3000.01%
91TRX GOLD CORPORATIONTRX30,000$11,6610.00%