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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 2025 · Filed July 21, 2025 · Accession 0001756695-25-000006

Total Value
$1.01B
Positions
111
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (111)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT171,774$85.4M8.44%
2SCHWAB STRATEGIC TR8085247972,722,385$72.1M7.13%
3SCHWAB STRATEGIC TR8085241022,814,002$67.1M6.62%
4COSTCO WHSL CORP NEW22160K10551,682$51.2M5.05%
5INTUITINTU62,170$49.0M4.84%
6CINTAS CORPCTAS167,069$37.2M3.68%
7SELECT SECTOR SPDR TR81369Y803138,567$35.1M3.47%
8WALMART INCWMT305,218$29.8M2.95%
9MARRIOTT INTL INC NEW57190320299,610$27.2M2.69%
10SELECT SECTOR SPDR TR81369Y852233,663$25.4M2.51%
11AMAZON COM INCAMZN113,551$24.9M2.46%
12ALPHABET INCGOOG124,793$22.0M2.17%
13ACCENTURE PLC IRELANDACN73,187$21.9M2.16%
14SELECT SECTOR SPDR TR81369Y605415,200$21.7M2.15%
15PAYCHEX INCPAYX138,572$20.2M1.99%
16CHUBB LIMITEDCB62,880$18.2M1.80%
17DOVER CORPDOV98,383$18.0M1.78%
18ABBVIE INCABBV94,541$17.5M1.73%
19CHURCH & DWIGHT CO INCCHD179,729$17.3M1.71%
20COCA COLA COKO243,681$17.2M1.70%
21ISHARES TR46429B697166,089$15.6M1.54%
22ABBOTT LABSABLZF111,832$15.2M1.50%
23SCHWAB CHARLES CORPSCHW-PJ165,817$15.1M1.49%
24SELECT SECTOR SPDR TR81369Y20999,544$13.4M1.33%
25AMERICAN WTR WKS CO INC NEW03042010395,725$13.3M1.32%
26ISHARES TR46436E833566,440$12.7M1.25%
27NVIDIA CORPORATIONNVDA79,690$12.6M1.24%
28AMERIPRISE FINL INC03076C10623,348$12.5M1.23%
29BERKSHIRE HATHAWAY INC DELBRK-A23,243$11.3M1.12%
30ISHARES TR46436E841468,057$10.5M1.04%
31AMGEN INCAMGN34,587$9.7M0.95%
32JOHNSON & JOHNSONJNJ62,072$9.5M0.94%
33ISHARES TR46432F33951,816$9.5M0.94%
34SHERWIN WILLIAMS COSHW27,553$9.5M0.93%
35ISHARES TR46428716864,918$8.6M0.85%
36AUTOZONE INCAZO2,225$8.3M0.82%
37PROCTER AND GAMBLE CO74271810949,872$7.9M0.78%
38ISHARES TR46436E858346,169$7.9M0.78%
39WASTE MGMT INC DEL94106L10931,942$7.3M0.72%
40APPLE INCAAPL34,444$7.1M0.70%
41HOME DEPOT INCHD19,135$7.0M0.69%
42NETFLIX INCNFLX5,236$7.0M0.69%
43SELECT SECTOR SPDR TR81369Y40730,756$6.7M0.66%
44GOLDMAN SACHS ETF TRNVGLF161,207$6.4M0.63%
45BLACKROCK INCBLK5,767$6.1M0.60%
46DEERE & CODE10,783$5.5M0.54%
47ISHARES TR46436E866219,979$5.1M0.51%
48PRICE T ROWE GROUP INCTROW42,750$4.1M0.41%
49ISHARES TR46428784622,849$3.4M0.34%
50MERCK & CO INCMRK42,359$3.4M0.33%
51TJX COS INC NEW87254010923,630$2.9M0.29%
52NEXTERA ENERGY INCNEE-PW37,730$2.6M0.26%
53SELECT SECTOR SPDR TR81369Y30830,672$2.5M0.25%
54FORTINET INCFTNT22,290$2.4M0.23%
55ROLLINS INCROL41,447$2.3M0.23%
56JPMORGAN CHASE & CO.VYLD7,648$2.2M0.22%
57S&P GLOBAL INCSPGI4,198$2.2M0.22%
58SCHWAB STRATEGIC TR80852450876,395$2.1M0.21%
59DISNEY WALT CO25468710616,340$2.0M0.20%
60MCDONALDS CORPMCD6,900$2.0M0.20%
61MID-AMER APT CMNTYS INC59522J10313,275$2.0M0.19%
62ATMOS ENERGY CORPATO12,475$1.9M0.19%
63SPDR S&P 500 ETF TRSPY3,087$1.9M0.19%
64INTUITIVE SURGICAL INCISRG3,431$1.9M0.18%
65VANGUARD INDEX FDS9229083633,220$1.8M0.18%
66KIMBERLY-CLARK CORPKMB13,305$1.7M0.17%
67AUTOMATIC DATA PROCESSING INADP5,307$1.6M0.16%
68SELECT SECTOR SPDR TR81369Y88619,908$1.6M0.16%
69SOUTHERN COSOMN17,048$1.6M0.15%
70PHILIP MORRIS INTL INC7181721098,300$1.5M0.15%
71EMERSON ELEC COEMR9,000$1.2M0.12%
72VERIZON COMMUNICATIONS INCVZ27,564$1.2M0.12%
73HERSHEY COHSY6,800$1.1M0.11%
74PEPSICO INCPEP7,767$1.0M0.10%
75FIRST CMNTY CORP S C31983510439,530$963,7300.10%
76VANGUARD INDEX FDS9229087693,125$949,7810.09%
77FERGUSON ENTERPRISES INCFERG3,552$773,4480.08%
78INTERNATIONAL BUSINESS MACHSINTR2,483$731,9390.07%
79FEDEX CORPFDX3,025$687,6130.07%
80THERMO FISHER SCIENTIFIC INCTMO1,605$650,7630.06%
81ALPHABET INCGOOG3,497$620,3330.06%
82VANGUARD WORLD FD92204A6032,205$617,5540.06%
83DUKE ENERGY CORP NEWDUKB4,673$551,4140.05%
843M COMMM3,400$517,6160.05%
85CORTEVA INCCTVA6,871$512,0960.05%
86SERVICENOW INCNOW490$503,7590.05%
87AMERICAN EXPRESS COAXP1,500$478,4700.05%
88SCHWAB STRATEGIC TR80852467217,446$477,1480.05%
89ETFS GOLD TR00326A10415,000$473,1000.05%
90BOEING COBA-PA6,900$469,2000.05%
91ROYAL GOLD INCRGLD2,500$444,6000.04%
92SHELL PLCRYDAF6,000$422,4600.04%
93HONEYWELL INTL INC4385161061,745$406,3760.04%
94EXXON MOBIL CORPXOM3,700$398,8600.04%
95CHEVRON CORP NEWCVX2,757$394,7750.04%
96ADOBE INCADBE1,015$392,6830.04%
97GENUINE PARTS COGPC3,000$363,9300.04%
98SPDR GOLD TRGLD1,170$356,6510.04%
99INVESCO QQQ TRIVZ624$344,2230.03%
100ISHARES TR464287200508$315,4170.03%
101BANK AMERICA CORP0605051046,532$309,0940.03%
102TEXAS INSTRS INC8825081041,333$276,7570.03%
103VISA INCV777$275,8740.03%
104MONDELEZ INTL INC6092071054,020$271,1090.03%
105COLGATE PALMOLIVE COCL2,670$242,7030.02%
106BLACKSTONE INCBX1,570$234,8410.02%
107BROWN FORMAN CORPBF-B8,700$234,1170.02%
108PHILLIPS 66PSX1,848$220,4660.02%
109SPROTT PHYSICAL GOLD TRSII8,600$218,0100.02%
110AGILON HEALTH INCAGL80,092$184,2120.02%
111TRX GOLD CORPORATIONTRX30,000$10,0500.00%