Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2024 · Filed February 4, 2025 · Accession 0001376474-25-000141

Total Value
$956.0M
Positions
107
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (107)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247972,836,535$77.5M8.11%
2MICROSOFT CORPMSFT180,258$76.0M7.95%
3SCHWAB STRATEGIC TR8085241022,869,070$65.1M6.81%
4COSTCO WHSL CORP NEW22160K10553,244$48.8M5.10%
5INTUITINTU62,604$39.3M4.12%
6SELECT SECTOR SPDR TR81369Y803143,483$33.4M3.49%
7CINTAS CORPCTAS169,336$30.9M3.24%
8MARRIOTT INTL INC NEW571903202104,899$29.3M3.06%
9WALMART INCWMT306,294$27.7M2.89%
10ACCENTURE PLC IRELANDACN72,684$25.6M2.67%
11AMAZON COM INCAMZN115,464$25.3M2.65%
12ALPHABET INCGOOG128,004$24.2M2.53%
13SELECT SECTOR SPDR TR81369Y852223,115$21.6M2.26%
14PAYCHEX INCPAYX140,751$19.7M2.06%
15SELECT SECTOR SPDR TR81369Y605404,416$19.5M2.04%
16CHURCH & DWIGHT CO INCCHD186,420$19.5M2.04%
17DOVER CORPDOV100,140$18.8M1.97%
18CHUBB LIMITEDCB62,969$17.4M1.82%
19ABBVIE INCABBV95,078$16.9M1.77%
20JOHNSON & JOHNSONJNJ106,178$15.4M1.61%
21COCA COLA COKO245,946$15.3M1.60%
22SELECT SECTOR SPDR TR81369Y209100,604$13.8M1.45%
23ISHARES TR46429B697153,262$13.6M1.42%
24AMERIPRISE FINL INC03076C10623,672$12.6M1.32%
25SCHWAB CHARLES CORPSCHW-PJ166,207$12.3M1.29%
26AMERICAN WTR WKS CO INC NEW03042010398,187$12.2M1.28%
27ABBOTT LABSABLZF107,535$12.2M1.27%
28NVIDIA CORPORATIONNVDA81,453$10.9M1.14%
29BERKSHIRE HATHAWAY INC DELBRK-A23,448$10.6M1.11%
30SHERWIN WILLIAMS COSHW28,068$9.5M1.00%
31ISHARES TR46428716871,793$9.4M0.99%
32AMGEN INCAMGN35,117$9.2M0.96%
33APPLE INCAAPL35,748$9.0M0.94%
34ISHARES TR46432F33949,848$8.9M0.93%
35PROCTER AND GAMBLE CO74271810950,547$8.5M0.89%
36HOME DEPOT INCHD19,165$7.5M0.78%
37SELECT SECTOR SPDR TR81369Y40731,590$7.1M0.74%
38WASTE MGMT INC DEL94106L10933,001$6.7M0.70%
39BLACKROCK INCBLK5,984$6.1M0.64%
40AUTOZONE INCAZO1,851$5.9M0.62%
41THERMO FISHER SCIENTIFIC INCTMO11,170$5.8M0.61%
42SCHWAB STRATEGIC TR808524672243,921$5.6M0.59%
43MERCK & CO INCMRK56,577$5.6M0.59%
44PRICE T ROWE GROUP INCTROW48,730$5.5M0.58%
45DEERE & CODE11,032$4.7M0.49%
46ISHARES TR46436E841187,690$4.2M0.44%
47ISHARES TR46436E858173,633$4.0M0.41%
48NETFLIX INCNFLX4,118$3.7M0.38%
49ISHARES TR46428784623,629$3.4M0.35%
50ISHARES TR46436E866123,331$2.9M0.30%
51TJX COS INC NEW87254010923,630$2.9M0.30%
52NEXTERA ENERGY INCNEE-PW39,627$2.8M0.30%
53SCHWAB STRATEGIC TR808524508100,880$2.8M0.29%
54VANGUARD INDEX FDS9229083634,491$2.4M0.25%
55SELECT SECTOR SPDR TR81369Y30829,728$2.3M0.24%
56MCDONALDS CORPMCD7,248$2.1M0.22%
57XYLEM INCXYL18,040$2.1M0.22%
58DISNEY WALT CO25468710618,535$2.1M0.22%
59MID-AMER APT CMNTYS INC59522J10313,295$2.1M0.21%
60KIMBERLY-CLARK CORPKMB15,655$2.1M0.21%
61SPDR S&P 500 ETF TRSPY3,418$2.0M0.21%
62JPMORGAN CHASE & CO.VYLD7,615$1.8M0.19%
63AUTOMATIC DATA PROCESSING INADP5,167$1.5M0.16%
64ATMOS ENERGY CORPATO10,783$1.5M0.16%
65VANGUARD INDEX FDS9229087695,176$1.5M0.16%
66PEPSICO INCPEP9,205$1.4M0.15%
67ISHARES TR46436E83362,555$1.4M0.14%
68SELECT SECTOR SPDR TR81369Y88618,098$1.4M0.14%
69SOUTHERN COSOMN16,002$1.3M0.14%
70HERSHEY COHSY7,200$1.2M0.13%
71EMERSON ELEC COEMR9,000$1.1M0.12%
72FEDEX CORPFDX3,750$1.1M0.11%
73VERIZON COMMUNICATIONS INCVZ25,750$1.0M0.11%
74PHILIP MORRIS INTL INC7181721098,300$998,9050.10%
75ROLLINS INCROL21,493$996,2010.10%
76FIRST CMNTY CORP S C31983510439,985$959,6280.10%
77UNITEDHEALTH GROUP INCUNH1,863$942,4170.10%
78BROWN FORMAN CORPBF-B20,100$763,3980.08%
79ALPHABET INCGOOG3,847$732,6230.08%
80FORTINET INCFTNT6,895$651,4400.07%
81VANGUARD WORLD FD92204A6032,350$597,8180.06%
82INTERNATIONAL BUSINESS MACHSINTR2,483$545,8380.06%
83AMERICAN AIRLS GROUP INC02376R10231,033$540,9050.06%
84SERVICENOW INCNOW490$519,4590.05%
85DUKE ENERGY CORP NEWDUKB4,673$503,4690.05%
86AMERICAN EXPRESS COAXP1,500$445,1850.05%
87ADOBE INCADBE1,000$444,6800.05%
883M COMMM3,400$438,9060.05%
89CHEVRON CORP NEWCVX2,799$405,4070.04%
90EXXON MOBIL CORPXOM3,700$398,0090.04%
91HONEYWELL INTL INC4385161061,745$394,1780.04%
92ETFS GOLD TR00326A10415,575$390,1540.04%
93SHELL PLCRYDAF6,000$375,9000.04%
94GENUINE PARTS COGPC3,000$350,2800.04%
95ROYAL GOLD INCRGLD2,500$329,6250.03%
96SPDR GOLD TRGLD1,300$314,7690.03%
97CORTEVA INCCTVA5,324$303,2550.03%
98ISHARES TR464287200490$288,4530.03%
99BLACKSTONE INCBX1,570$270,6990.03%
100TEXAS INSTRS INC8825081041,410$264,3890.03%
101BANK AMERICA CORP0605051046,001$263,7440.03%
102INVESCO QQQ TRIVZ511$261,2390.03%
103VISA INCV777$245,5630.03%
104COLGATE PALMOLIVE COCL2,670$242,7300.03%
105MONDELEZ INTL INC6092071054,020$240,1150.03%
106LOWES COS INC548661107870$214,7160.02%
107TRX GOLD CORPORATIONTRX30,000$9,2100.00%