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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 2025 · Filed May 2, 2025 · Accession 0001756695-25-000005

Total Value
$951.8M
Positions
113
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (113)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247972,769,066$77.4M8.13%
2MICROSOFT CORPMSFT174,392$65.5M6.88%
3SCHWAB STRATEGIC TR8085241022,854,523$61.5M6.46%
4COSTCO WHSL CORP NEW22160K10552,182$49.4M5.18%
5INTUITINTU61,998$38.1M4.00%
6CINTAS CORPCTAS167,815$34.5M3.62%
7SELECT SECTOR SPDR TR81369Y803142,232$29.4M3.09%
8WALMART INCWMT305,548$26.8M2.82%
9MARRIOTT INTL INC NEW571903202102,880$24.5M2.57%
10ACCENTURE PLC IRELANDACN75,996$23.7M2.49%
11SELECT SECTOR SPDR TR81369Y852232,133$22.4M2.35%
12AMAZON COM INCAMZN114,103$21.7M2.28%
13PAYCHEX INCPAYX138,847$21.4M2.25%
14SELECT SECTOR SPDR TR81369Y605414,031$20.6M2.17%
15CHURCH & DWIGHT CO INCCHD185,290$20.4M2.14%
16ABBVIE INCABBV94,678$19.8M2.08%
17ALPHABET INCGOOG125,819$19.5M2.04%
18CHUBB LIMITEDCB63,281$19.1M2.01%
19COCA COLA COKO244,696$17.5M1.84%
20DOVER CORPDOV99,685$17.5M1.84%
21SELECT SECTOR SPDR TR81369Y209104,082$15.2M1.60%
22ISHARES TR46429B697162,208$15.2M1.60%
23ABBOTT LABSABLZF111,247$14.8M1.55%
24AMERICAN WTR WKS CO INC NEW03042010396,155$14.2M1.49%
25SCHWAB CHARLES CORPSCHW-PJ164,872$12.9M1.36%
26BERKSHIRE HATHAWAY INC DELBRK-A23,243$12.4M1.30%
27AMERIPRISE FINL INC03076C10623,632$11.4M1.20%
28AMGEN INCAMGN34,601$10.8M1.13%
29JOHNSON & JOHNSONJNJ64,768$10.7M1.13%
30SHERWIN WILLIAMS COSHW27,648$9.7M1.01%
31ISHARES TR46432F33952,413$9.0M0.94%
32ISHARES TR46428716865,393$8.8M0.92%
33NVIDIA CORPORATIONNVDA80,840$8.8M0.92%
34PROCTER AND GAMBLE CO74271810950,097$8.5M0.90%
35AUTOZONE INCAZO2,069$7.9M0.83%
36APPLE INCAAPL35,500$7.9M0.83%
37WASTE MGMT INC DEL94106L10933,132$7.7M0.81%
38ISHARES TR46436E841323,895$7.3M0.76%
39HOME DEPOT INCHD19,446$7.1M0.75%
40ISHARES TR46436E858297,349$6.8M0.72%
41SELECT SECTOR SPDR TR81369Y40731,948$6.3M0.66%
42ISHARES TR46436E833280,181$6.2M0.65%
43SCHWAB STRATEGIC TR808524672237,364$6.0M0.63%
44BLACKROCK INCBLK5,997$5.7M0.60%
45THERMO FISHER SCIENTIFIC INCTMO10,945$5.4M0.57%
46DEERE & CODE10,907$5.1M0.54%
47ISHARES TR46436E866205,527$4.8M0.50%
48MERCK & CO INCMRK48,212$4.3M0.45%
49NETFLIX INCNFLX4,579$4.3M0.45%
50PRICE T ROWE GROUP INCTROW45,350$4.2M0.44%
51ISHARES TR46428784622,999$3.1M0.33%
52TJX COS INC NEW87254010923,630$2.9M0.30%
53NEXTERA ENERGY INCNEE-PW39,029$2.8M0.29%
54SELECT SECTOR SPDR TR81369Y30830,461$2.5M0.26%
55SCHWAB STRATEGIC TR80852450891,482$2.4M0.25%
56MCDONALDS CORPMCD7,215$2.3M0.24%
57MID-AMER APT CMNTYS INC59522J10313,295$2.2M0.23%
58KIMBERLY-CLARK CORPKMB14,480$2.1M0.22%
59JPMORGAN CHASE & CO.VYLD7,648$1.9M0.20%
60SPDR S&P 500 ETF TRSPY3,291$1.8M0.19%
61ROLLINS INCROL33,750$1.8M0.19%
62ATMOS ENERGY CORPATO11,728$1.8M0.19%
63INTUITIVE SURGICAL INCISRG3,446$1.7M0.18%
64DISNEY WALT CO25468710617,045$1.7M0.18%
65VANGUARD INDEX FDS9229083633,241$1.7M0.17%
66FORTINET INCFTNT17,280$1.7M0.17%
67S&P GLOBAL INCSPGI3,266$1.7M0.17%
68AUTOMATIC DATA PROCESSING INADP5,367$1.6M0.17%
69SOUTHERN COSOMN17,048$1.6M0.16%
70SELECT SECTOR SPDR TR81369Y88618,663$1.5M0.15%
71PHILIP MORRIS INTL INC7181721098,300$1.3M0.14%
72PEPSICO INCPEP8,555$1.3M0.13%
73HERSHEY COHSY7,200$1.2M0.13%
74VERIZON COMMUNICATIONS INCVZ26,665$1.2M0.13%
75EMERSON ELEC COEMR9,000$986,7600.10%
76UNITEDHEALTH GROUP INCUNH1,838$962,6530.10%
77FIRST CMNTY CORP S C31983510439,985$902,0510.09%
78VANGUARD INDEX FDS9229087693,125$858,8750.09%
79FEDEX CORPFDX3,125$761,8130.08%
80INTERNATIONAL BUSINESS MACHSINTR2,483$617,4230.06%
81ALPHABET INCGOOG3,847$601,0170.06%
82DUKE ENERGY CORP NEWDUKB4,673$569,9660.06%
83VANGUARD WORLD FD92204A6032,255$558,2250.06%
843M COMMM3,400$499,3240.05%
85CHEVRON CORP NEWCVX2,910$486,8140.05%
86ETFS GOLD TR00326A10415,575$464,4470.05%
87EXXON MOBIL CORPXOM3,700$440,0410.05%
88SHELL PLCRYDAF6,000$439,6800.05%
89ROYAL GOLD INCRGLD2,500$408,7750.04%
90AMERICAN EXPRESS COAXP1,500$403,5750.04%
91FERGUSON ENTERPRISES INCFERG2,460$394,1660.04%
92SERVICENOW INCNOW490$390,1090.04%
93ADOBE INCADBE1,000$383,5300.04%
94SPDR GOLD TRGLD1,300$374,5820.04%
95HONEYWELL INTL INC4385161061,745$369,5040.04%
96GENUINE PARTS COGPC3,000$357,4200.04%
97CORTEVA INCCTVA5,371$337,9970.04%
98XYLEM INCXYL2,557$305,4590.03%
99BROWN FORMAN CORPBF-B8,900$302,0660.03%
100ISHARES TR464287200490$275,3310.03%
101MONDELEZ INTL INC6092071054,020$272,7570.03%
102BANK AMERICA CORP0605051046,534$272,6640.03%
103VISA INCV777$272,3070.03%
104COLGATE PALMOLIVE COCL2,670$250,1790.03%
105INVESCO QQQ TRIVZ511$239,6180.03%
106TEXAS INSTRS INC8825081041,333$239,5400.03%
107PHILLIPS 66PSX1,848$228,1910.02%
108BLACKSTONE INCBX1,570$219,4550.02%
109BOEING COBA-PA3,600$215,3880.02%
110SPROTT PHYSICAL GOLD TRSII8,600$206,9160.02%
111LOWES COS INC548661107870$202,9100.02%
112AMERICAN AIRLS GROUP INC02376R10214,888$157,0680.02%
113TRX GOLD CORPORATIONTRX30,000$9,3300.00%