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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 Q3 2024 · Filed November 26, 2024 · Accession 0001376474-24-000720

Total Value
$961.4M
Positions
106
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (106)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797986,118$83.4M8.67%
2MICROSOFT CORPMSFT183,781$79.1M8.23%
3SCHWAB STRATEGIC TR808524102965,092$64.2M6.68%
4COSTCO WHSL CORP NEW22160K10556,178$49.8M5.18%
5INTUITINTU63,181$39.2M4.08%
6CINTAS CORPCTAS173,748$35.8M3.72%
7SELECT SECTOR SPDR TR81369Y803144,323$32.6M3.39%
8MARRIOTT INTL INC NEW571903202105,429$26.2M2.73%
9ACCENTURE PLC IRELANDACN73,844$26.1M2.71%
10WALMART INCWMT315,947$25.5M2.65%
11AMAZON COM INCAMZN116,869$21.8M2.26%
12ALPHABET INCGOOG126,306$20.9M2.18%
13CHURCH & DWIGHT CO INCCHD192,912$20.2M2.10%
14ABBVIE INCABBV97,323$19.2M2.00%
15SELECT SECTOR SPDR TR81369Y852210,815$19.1M1.98%
16DOVER CORPDOV99,079$19.0M1.98%
17PAYCHEX INCPAYX140,926$18.9M1.97%
18CHUBB LIMITEDCB63,979$18.5M1.92%
19JOHNSON & JOHNSONJNJ109,932$17.8M1.85%
20COCA COLA COKO247,504$17.8M1.85%
21SELECT SECTOR SPDR TR81369Y605383,291$17.4M1.81%
22SELECT SECTOR SPDR TR81369Y20995,124$14.7M1.52%
23AMERICAN WTR WKS CO INC NEW03042010398,937$14.5M1.50%
24ISHARES TR46429B697146,127$13.3M1.39%
25ABBOTT LABSABLZF108,490$12.4M1.29%
26AMGEN INCAMGN35,934$11.6M1.20%
27AMERIPRISE FINL INC03076C10623,377$11.0M1.14%
28BERKSHIRE HATHAWAY INC DELBRK-A23,600$10.9M1.13%
29SHERWIN WILLIAMS COSHW28,278$10.8M1.12%
30SCHWAB CHARLES CORPSCHW-PJ166,207$10.8M1.12%
31ISHARES TR46428716875,308$10.2M1.06%
32NVIDIA CORPORATIONNVDA81,453$9.9M1.03%
33PROCTER AND GAMBLE CO74271810950,887$8.8M0.92%
34ISHARES TR46432F33947,827$8.6M0.89%
35APPLE INCAAPL35,748$8.3M0.87%
36THERMO FISHER SCIENTIFIC INCTMO12,556$7.8M0.81%
37MERCK & CO INCMRK64,846$7.4M0.77%
38HOME DEPOT INCHD17,990$7.3M0.76%
39WASTE MGMT INC DEL94106L10932,716$6.8M0.71%
40SCHWAB STRATEGIC TR808524672249,734$6.5M0.68%
41BLACKROCK INCBLK6,035$5.7M0.60%
42SELECT SECTOR SPDR TR81369Y40727,938$5.6M0.58%
43PRICE T ROWE GROUP INCTROW49,975$5.4M0.57%
44AUTOZONE INCAZO1,678$5.3M0.55%
45DEERE & CODE11,306$4.7M0.49%
46ISHARES TR46436E858151,643$3.5M0.36%
47ISHARES TR46428784623,884$3.3M0.35%
48NEXTERA ENERGY INCNEE-PW39,152$3.3M0.34%
49SCHWAB STRATEGIC TR80852450836,035$3.0M0.31%
50TJX COS INC NEW87254010923,630$2.8M0.29%
51ISHARES TR46436E866118,401$2.8M0.29%
52XYLEM INCXYL18,455$2.5M0.26%
53MID-AMER APT CMNTYS INC59522J10315,625$2.5M0.26%
54SELECT SECTOR SPDR TR81369Y30829,680$2.5M0.26%
55VANGUARD INDEX FDS9229083634,479$2.4M0.25%
56ISHARES TR46436E87498,290$2.4M0.25%
57KIMBERLY-CLARK CORPKMB15,905$2.3M0.24%
58MCDONALDS CORPMCD7,373$2.2M0.23%
59SPDR S&P 500 ETF TRSPY3,758$2.2M0.22%
60ISHARES TR46436E84187,950$2.0M0.21%
61DISNEY WALT CO25468710619,235$1.9M0.19%
62PEPSICO INCPEP9,455$1.6M0.17%
63JPMORGAN CHASE & CO.VYLD7,457$1.6M0.16%
64VANGUARD INDEX FDS9229087695,079$1.4M0.15%
65AUTOMATIC DATA PROCESSING INADP5,167$1.4M0.15%
66SELECT SECTOR SPDR TR81369Y88617,551$1.4M0.15%
67HERSHEY COHSY7,200$1.4M0.14%
68SOUTHERN COSOMN15,239$1.4M0.14%
69ATMOS ENERGY CORPATO9,481$1.3M0.14%
70BROWN FORMAN CORPBF-B26,612$1.3M0.14%
71UNITEDHEALTH GROUP INCUNH1,863$1.1M0.11%
72FEDEX CORPFDX3,750$1.0M0.11%
73PHILIP MORRIS INTL INC7181721098,300$1.0M0.10%
74EMERSON ELEC COEMR9,000$984,3300.10%
75VERIZON COMMUNICATIONS INCVZ20,007$898,5140.09%
76FIRST CMNTY CORP S C31983510439,985$857,2680.09%
77ALPHABET INCGOOG3,967$663,2430.07%
78INTERNATIONAL BUSINESS MACHSINTR2,883$637,3740.07%
79VANGUARD WORLD FD92204A6032,350$611,1650.06%
80DUKE ENERGY CORP NEWDUKB5,044$581,5730.06%
81ADOBE INCADBE1,000$517,7800.05%
823M COMMM3,400$464,7800.05%
83EXXON MOBIL CORPXOM3,800$445,4360.05%
84SERVICENOW INCNOW490$438,2510.05%
85GENUINE PARTS COGPC3,000$419,0400.04%
86CHEVRON CORP NEWCVX2,799$412,2090.04%
87AMERICAN EXPRESS COAXP1,500$406,8000.04%
88SHELL PLCRYDAF6,000$395,7000.04%
89ETFS GOLD TR00326A10415,575$391,4000.04%
90HONEYWELL INTL INC4385161061,745$360,7090.04%
91ROYAL GOLD INCRGLD2,500$350,7500.04%
92MONDELEZ INTL INC6092071054,504$331,8100.03%
93CORTEVA INCCTVA5,448$320,2880.03%
94SPDR GOLD TRGLD1,300$315,9780.03%
95PFIZER INCPFE10,502$303,9280.03%
96TEXAS INSTRS INC8825081041,460$301,5920.03%
97ISHARES TR464287200490$282,6420.03%
98COLGATE PALMOLIVE COCL2,670$277,1730.03%
99INVESCO QQQ TRIVZ511$249,4040.03%
100BLACKSTONE INCBX1,570$240,4140.03%
101BANK AMERICA CORP0605051046,001$238,1200.02%
102LOWES COS INC548661107870$235,6400.02%
103PHILLIPS 66PSX1,750$230,0380.02%
104ROLLINS INCROL4,510$228,1160.02%
105VISA INCV777$213,6360.02%
106TRX GOLD CORPORATIONTRX30,000$11,7600.00%