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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 2024 · Filed August 14, 2024 · Accession 0001376474-24-000433

Total Value
$918.5M
Positions
104
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (104)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT190,079$85.0M9.25%
2SCHWAB STRATEGIC TR8085247971,045,039$81.3M8.85%
3SCHWAB STRATEGIC TR808524102966,687$60.8M6.62%
4COSTCO WHSL CORP NEW22160K10557,241$48.7M5.30%
5INTUITINTU64,049$42.1M4.58%
6SELECT SECTOR SPDR TR81369Y803144,049$32.6M3.55%
7CINTAS CORPCTAS43,618$30.5M3.33%
8MARRIOTT INTL INC NEW571903202110,239$26.7M2.90%
9ACCENTURE PLC IRELANDACN75,784$23.0M2.50%
10ALPHABET INCGOOG124,732$22.7M2.47%
11AMAZON COM INCAMZN115,370$22.3M2.43%
12WALMART INCWMT315,566$21.4M2.33%
13CHURCH & DWIGHT CO INCCHD197,501$20.5M2.23%
14DOVER CORPDOV99,092$17.9M1.95%
15JOHNSON & JOHNSONJNJ121,608$17.8M1.94%
16PAYCHEX INCPAYX143,791$17.0M1.86%
17ABBVIE INCABBV97,818$16.8M1.83%
18SELECT SECTOR SPDR TR81369Y852189,093$16.2M1.76%
19COCA COLA COKO249,802$15.9M1.73%
20CHUBB LIMITEDCB62,314$15.9M1.73%
21SELECT SECTOR SPDR TR81369Y605356,039$14.6M1.59%
22AMERICAN WTR WKS CO INC NEW03042010399,363$12.8M1.40%
23SCHWAB CHARLES CORPSCHW-PJ174,052$12.8M1.40%
24SELECT SECTOR SPDR TR81369Y20985,947$12.5M1.36%
25ISHARES TR46429B697137,939$11.6M1.26%
26ABBOTT LABSABLZF109,892$11.4M1.24%
27BERKSHIRE HATHAWAY INC DELBRK-A26,000$10.6M1.15%
28AMGEN INCAMGN32,980$10.3M1.12%
29NVIDIA CORPORATIONNVDA81,110$10.0M1.09%
30AMERIPRISE FINL INC03076C10622,661$9.7M1.05%
31ISHARES TR46428716877,668$9.4M1.02%
32SHERWIN WILLIAMS COSHW28,548$8.5M0.93%
33PROCTER AND GAMBLE CO74271810950,713$8.4M0.91%
34MERCK & CO INCMRK66,343$8.2M0.89%
35APPLE INCAAPL36,191$7.6M0.83%
36ISHARES TR46432F33944,365$7.6M0.82%
37THERMO FISHER SCIENTIFIC INCTMO12,615$7.0M0.76%
38WASTE MGMT INC DEL94106L10931,584$6.7M0.73%
39HOME DEPOT INCHD17,411$6.0M0.65%
40SCHWAB STRATEGIC TR808524672249,323$5.9M0.64%
41PRICE T ROWE GROUP INCTROW50,950$5.9M0.64%
42BLACKROCK INCBLK7,035$5.5M0.60%
43DEERE & CODE14,261$5.3M0.58%
44SELECT SECTOR SPDR TR81369Y40727,449$5.0M0.55%
45SCHWAB STRATEGIC TR80852450855,173$4.3M0.47%
46DISNEY WALT CO25468710636,083$3.6M0.39%
47AUTOZONE INCAZO1,158$3.4M0.37%
48ISHARES TR46428784623,885$3.2M0.34%
49SPDR S&P 500 ETF TRSPY5,663$3.1M0.34%
50ISHARES TR46436E858121,753$2.8M0.30%
51NEXTERA ENERGY INCNEE-PW37,036$2.6M0.29%
52TJX COS INC NEW87254010923,630$2.6M0.28%
53KIMBERLY-CLARK CORPKMB17,092$2.4M0.26%
54SELECT SECTOR SPDR TR81369Y30829,380$2.2M0.24%
55XYLEM INCXYL16,518$2.2M0.24%
56ISHARES TR46436E86696,123$2.2M0.24%
57MID-AMER APT CMNTYS INC59522J10315,625$2.2M0.24%
58VANGUARD INDEX FDS9229083634,446$2.2M0.24%
59MCDONALDS CORPMCD7,670$2.0M0.21%
60FEDEX CORPFDX5,340$1.6M0.17%
61PEPSICO INCPEP9,499$1.6M0.17%
62JPMORGAN CHASE & CO.VYLD7,457$1.5M0.16%
63HERSHEY COHSY7,700$1.4M0.15%
64VANGUARD INDEX FDS9229087695,079$1.4M0.15%
65BROWN FORMAN CORPBF-B31,200$1.3M0.15%
66ISHARES TR46436E87455,320$1.3M0.14%
67AUTOMATIC DATA PROCESSING INADP5,167$1.2M0.13%
68SOUTHERN COSOMN15,411$1.2M0.13%
69ATMOS ENERGY CORPATO9,541$1.1M0.12%
70CORTEVA INCCTVA19,888$1.1M0.12%
71EMERSON ELEC COEMR9,000$991,4400.11%
72UNITEDHEALTH GROUP INCUNH1,900$967,5940.11%
73PHILIP MORRIS INTL INC7181721098,300$841,0390.09%
74SELECT SECTOR SPDR TR81369Y88612,137$827,0150.09%
75CHEVRON CORP NEWCVX3,781$591,4240.06%
76VANGUARD WORLD FD92204A6032,400$564,5280.06%
77ADOBE INCADBE1,000$555,5400.06%
78DUKE ENERGY CORP NEWDUKB5,044$505,5600.06%
79INTERNATIONAL BUSINESS MACHSINTR2,843$491,6970.05%
80ALPHABET INCGOOG2,674$490,4650.05%
81VERIZON COMMUNICATIONS INCVZ11,322$466,9190.05%
82FIRST CMNTY CORP S C31983510427,000$465,7500.05%
83EXXON MOBIL CORPXOM3,935$452,9970.05%
84SCHWAB STRATEGIC TR8085246079,417$446,8370.05%
85SHELL PLCRYDAF6,000$433,0800.05%
86GENUINE PARTS COGPC3,000$414,9600.05%
87PFIZER INCPFE14,562$407,4450.04%
88SERVICENOW INCNOW490$385,4680.04%
89HONEYWELL INTL INC4385161061,745$372,6270.04%
903M COMMM3,400$347,4460.04%
91AMERICAN EXPRESS COAXP1,500$347,3250.04%
92ETFS GOLD TR00326A10415,575$346,0770.04%
93ROYAL GOLD INCRGLD2,500$312,9000.03%
94MONDELEZ INTL INC6092071054,504$294,7420.03%
95PHILLIPS 66PSX2,082$293,9160.03%
96TEXAS INSTRS INC8825081041,460$284,0140.03%
97ISHARES TR464287200490$268,1430.03%
98COLGATE PALMOLIVE COCL2,670$259,0970.03%
99SPDR GOLD TRGLD1,200$258,0120.03%
100INVESCO QQQ TRIVZ511$244,8250.03%
101BANK AMERICA CORP0605051046,001$238,6600.03%
102VISA INCV777$203,9390.02%
103WESTROCK COFFEE COWEST10,000$102,3000.01%
104TRX GOLD CORPORATIONTRX30,000$11,8140.00%