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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 COMBINATION REPORT

Southeast Asset Advisors Inc.

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001104659-25-012627

Total Value
$815.1M
Positions
167
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (167)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A298,415$135.3M16.59%
2ALPHABET INCGOOG451,823$86.0M10.56%
3CNX RESOURCES CORPORATIONCNX2,266,206$83.1M10.20%
4FLOWERS FOODSFLO3,102,423$64.1M7.86%
5APPLE INCAAPL247,989$62.1M7.62%
6VANGUARD INDEX FDS92290836343,192$23.3M2.86%
7INVESCO EXCHANGE TRADED FD TIVZ120,013$21.0M2.58%
8COCA COLA COKO324,465$20.2M2.48%
9MICROSOFT CORPMSFT36,687$15.5M1.90%
10AFLAC INCAFL139,976$14.5M1.78%
11J P MORGAN EXCHANGE TRADED F46641Q837212,672$10.7M1.31%
12CHEVRON CORPCVX68,182$9.9M1.21%
13SPDR GOLD TRGLD35,093$8.5M1.04%
14VANECK VECTORS ETF TR92189F106224,000$7.6M0.93%
15EXXON MOBIL CORPXOM69,655$7.5M0.92%
16SPDR SER TR78468R55654,190$7.2M0.88%
17TEMPUR SEALY INTL INCSGI119,136$6.8M0.83%
18LIVE NATION ENTERTAINMENT INLYV45,054$5.8M0.72%
19ISHARES GOLD TRIAU115,540$5.7M0.70%
20J P MORGAN EXCHANGE TRADED F46641Q33298,063$5.6M0.69%
21VERTIV HOLDINGS COVRT48,335$5.5M0.67%
22JOHNSON & JOHNSONJNJ37,883$5.5M0.67%
23MIDDLEBY CORPMIDD38,231$5.2M0.64%
24BERKSHIRE HATHAWAY INC DELBRK-A7$4.8M0.58%
25WABTEC92974010825,118$4.8M0.58%
26MARTIN MARIETTA MATLS INC5732841069,205$4.8M0.58%
27AMAZON COM INCAMZN21,569$4.7M0.58%
28ITT INCITT32,792$4.7M0.57%
29TRIMBLE INCTRMB66,207$4.7M0.57%
30TAIWAN SEMICONDUCTOR MFG LTD87403910022,816$4.5M0.55%
31CERIDIAN HCM HLDG INC15677J10861,985$4.5M0.55%
32CORE & MAIN INCCNM87,457$4.5M0.55%
33VIKING HOLDINGS LTDVIK100,372$4.4M0.54%
34SERVICE CORP INTL81756510455,198$4.4M0.54%
35BROWN & BROWN INCBRO41,768$4.3M0.52%
36MORNINGSTAR INCMORN11,725$3.9M0.48%
37ISHARES TR46428750762,732$3.9M0.48%
38FORTUNE BRANDS INNOVATIONS IFBIN56,140$3.8M0.47%
39STERIS PLCSTE17,961$3.7M0.45%
40SCHWAB CHARLES CORPSCHW-PJ49,060$3.6M0.45%
41CDW CORPCDW19,333$3.4M0.41%
42KKR & CO INCKKRT22,357$3.3M0.41%
43VISA INCV10,436$3.3M0.40%
44KRAFT HEINZ COKHC101,861$3.1M0.38%
45SIGNET JEWELERS LIMITEDSIG36,872$3.0M0.37%
46PAYCHEX INCPAYX20,100$2.8M0.35%
47ISHARES TR46428780424,395$2.8M0.34%
48TELEDYNE TECHNOLOGIES INCTDY5,995$2.8M0.34%
49CLEAN HARBORS INCCLH11,722$2.7M0.33%
50COSTCO WHSL CORP NEW22160K1052,918$2.7M0.33%
51TRACTOR SUPPLY COTSCO50,290$2.7M0.33%
52EMCOR GROUP INCEME5,426$2.5M0.30%
53REGIONS FINL CORP NEWRF-PF101,678$2.4M0.29%
54TORO COTORO29,630$2.4M0.29%
55ABBVIE INCABBV12,983$2.3M0.28%
56ENTEGRIS INCENTG23,270$2.3M0.28%
57VANGUARD SPECIALIZED PORTFOL92190884411,540$2.3M0.28%
58VULCAN MATLS CO9291601098,008$2.1M0.25%
59SMITH A O CORPAOS30,114$2.1M0.25%
60ALPHABET INCGOOG10,099$1.9M0.23%
61LABCORP HOLDINGS INCLH8,326$1.9M0.23%
62TJX COS INC NEW87254010915,800$1.9M0.23%
63SOUTHERN COSOMN23,097$1.9M0.23%
64MCDONALDS CORPMCD5,981$1.7M0.21%
65FEDEX CORPFDX6,158$1.7M0.21%
66WALMART INCWMT18,328$1.7M0.20%
67ISHARES SILVER TRSLV60,748$1.6M0.20%
68DAVIS FUNDAMENTAL ETF TR23908L30642,680$1.5M0.19%
69EATON CORP PLCETN4,623$1.5M0.19%
70CACI INTL INC1271903043,632$1.5M0.18%
71MARKEL GROUP INCMKL816$1.4M0.17%
72CATERPILLAR INC DELCAT3,622$1.3M0.16%
73REVVITYRVTY11,413$1.3M0.16%
74BIO-TECHNE CORPTECH17,665$1.3M0.16%
75HOME DEPOT INCHD3,259$1.3M0.16%
76SPDR S&P 500 ETF TRSPY2,161$1.3M0.16%
77SPDR SER TR78464A84722,950$1.3M0.15%
78SPDR SER TR78468R85327,280$1.2M0.15%
79ISHARES TR4642872002,058$1.2M0.15%
80PFIZER INCPFE44,746$1.2M0.15%
81PTC INCPTC6,193$1.1M0.14%
82DEERE & CODE2,683$1.1M0.14%
83JPMORGAN CHASE & COVYLD4,722$1.1M0.14%
84QUANTA SVCS INC74762E1023,538$1.1M0.14%
85PACKAGING CORP AMER6951561094,962$1.1M0.14%
86ISHARES TR4642871508,526$1.1M0.13%
87ABBOTT LABSABLZF9,047$1.0M0.13%
88DOUBLELINE ETF TRUST25861R20433,597$1.0M0.12%
89ISHARES TR46428743211,094$968,8490.12%
90DISNEY WALT CO2546871068,066$898,1050.11%
91CISCO SYS INCCSCO15,156$897,2500.11%
92PROCTER & GAMBLE CO7427181095,194$870,8520.11%
93GLOBAL PMTS INC37940X1027,407$830,0280.10%
94J P MORGAN EXCHANGE TRADED F46641Q27417,513$816,6110.10%
95TESLA INCTSLA1,977$798,3920.10%
96MERCK & CO INC NEWMRK7,663$762,2740.09%
97VANGUARD INDEX FDS9229087692,615$757,9640.09%
98NEXTERA ENERGY INCNEE-PW10,440$748,4440.09%
99NVIDIA CORPORATIONNVDA5,228$702,0300.09%
100ACCENTURE PLC IRELANDACN1,881$661,6130.08%
101INTUITINTU1,037$651,7550.08%
102CSX CORPCSX19,854$640,6930.08%
103KENVUE INCKVUE29,937$639,1460.08%
104SONOCO PRODS CO83549510212,884$629,3600.08%
105UNITED PARCEL SERVICE INCUPS4,705$593,3010.07%
106SHERWIN WILLIAMS COSHW1,732$588,7590.07%
107MARVELL TECHNOLOGY INCMRVL5,100$563,2950.07%
108STRYKER CORPORATIONSYK1,559$561,3180.07%
109PARKER-HANNIFIN CORPPH836$531,7210.07%
110INVESCO QQQ TRIVZ1,030$526,7940.06%
111AUTOMATIC DATA PROCESSING INADP1,798$526,3290.06%
112ORACLE CORPORCL-PD3,079$513,0480.06%
113ASTERA LABS INCALAB3,811$504,7670.06%
114INTERNATIONAL BUSINESS MACHSINTR2,283$501,8720.06%
115BLACKSTONE INCBX2,830$487,9490.06%
116BANK AMERICA CORP06050510410,113$444,4790.05%
117TRUIST FINL CORP89832Q1099,765$423,6060.05%
118AMERICAN TOWER CORP NEW03027X1002,300$421,8430.05%
119VANGUARD SCOTTSDALE FDS92206C4095,367$418,7100.05%
120ISHARES TR4642886613,579$413,6080.05%
121DOLE PLCDOLE30,535$413,4450.05%
122PEPSICO INCPEP2,699$410,4100.05%
123GATX CORPGATX2,648$410,3590.05%
124BROADCOM INCAVGO1,741$403,5990.05%
125LILLY ELI & COLLY520$401,2400.05%
126UNITEDHEALTH GROUP INCUNH760$384,3890.05%
127AMERICAN EXPRESS COAXP1,275$378,4230.05%
128J P MORGAN EXCHANGE TRADED F46641Q1598,195$373,8520.05%
129ISHARES TR4642874574,424$362,6800.04%
130META PLATFORMS INCMETA614$359,5030.04%
131DOLLAR GEN CORP NEW2566771054,740$359,4020.04%
132LUMEN TECHNOLOGIES INCLUMN67,650$359,2190.04%
133RAYTHEON TECHNOLOGIES CORPRTX3,092$357,8060.04%
134SELECT SECTOR SPDR TR81369Y8031,467$341,1070.04%
135MID-AMER APT CMNTYS INC59522J1032,165$334,6440.04%
136NORFOLK SOUTHN CORP6558441081,415$332,0600.04%
137AMGEN INCAMGN1,260$328,2860.04%
138SCHWAB STRATEGIC TR80852420114,022$325,0300.04%
139AMPHENOL CORP NEW0320951014,449$308,9830.04%
140ISHARES S&P GSCI COMMODITY-ISMCF14,063$306,1520.04%
141UNION PAC CORPUNP1,304$297,3140.04%
142RAYMOND JAMES FINL INC7547301091,846$286,7390.04%
143ISHARES TR46434V6214,571$280,4060.03%
144SHELL PLCRYDAF4,380$274,4070.03%
145LOWES COS INC5486611071,042$257,1660.03%
146COGENT COMMUNICATIONS HLDGSCCOI3,314$255,4100.03%
147GE AEROSPACE3696043011,529$255,0220.03%
148NOVARTIS AGNVSEF2,620$254,9520.03%
149CHUBB LIMITEDCB918$253,6430.03%
150MIDDLESEX WTR CO5966801084,749$249,9140.03%
151BLACKROCK INCBLK242$248,0770.03%
152SYSCO CORPSYY3,230$246,9660.03%
153NUCOR CORPNUE2,000$233,4200.03%
154CHURCH & DWIGHT CO INCCHD2,229$233,3990.03%
155LYONDELLBASELL INDUSTRIES NLYB3,083$228,9540.03%
156BOEING COBA-PA1,277$226,0290.03%
157CINTAS CORPCTAS1,192$217,7780.03%
158SOUTHSTATE CORPORATIONSSB2,157$214,5780.03%
159ISHARES TR464287614525$210,8300.03%
160CHIPOTLE MEXICAN GRILL INCCMG3,491$210,5070.03%
161OCCIDENTAL PETE CORP6745991054,208$207,9020.03%
162DOUBLELINE ETF TRUST25861R3033,956$203,5760.02%
163ISHARES TR46429B6631,790$200,9450.02%
164JOBY AVIATION INCJOBY-WT21,233$172,6240.02%
165MONROE CAP CORPMRCC16,000$136,0000.02%
166MEDICAL PPTYS TRUST INC58463J30426,432$104,4060.01%
167ALGONQUIN PWR UTILS CORP01585710515,000$66,7500.01%