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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 Q4 2025 · Filed January 23, 2026 · Accession 0001756695-26-000001

Total Value
$1.08B
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT170,095$82.3M7.59%
2SCHWAB STRATEGIC TR8085241022,809,236$73.7M6.80%
3SCHWAB STRATEGIC TR8085247972,534,491$69.5M6.41%
4COSTCO WHSL CORP NEW22160K10549,931$43.1M3.97%
5SELECT SECTOR SPDR TR81369Y803293,484$42.3M3.90%
6INTUITINTU61,132$40.5M3.74%
7ALPHABET INCGOOG127,128$39.8M3.67%
8WALMART INCWMT306,123$34.1M3.15%
9CINTAS CORPCTAS162,163$30.5M2.81%
10MARRIOTT INTL INC NEW57190320298,084$30.4M2.81%
11SELECT SECTOR SPDR TR81369Y852245,472$28.9M2.67%
12AMAZON COM INCAMZN115,262$26.6M2.45%
13ISHARES TR46436E8331,152,610$25.8M2.38%
14SELECT SECTOR SPDR TR81369Y605442,995$24.3M2.24%
15ISHARES TR46436E8251,044,998$22.9M2.12%
16ABBVIE INCABBV96,087$22.0M2.03%
17CHUBB LIMITEDCB62,925$19.6M1.81%
18DOVER CORPDOV97,072$19.0M1.75%
19GOLDMAN SACHS ETF TRNVGLF429,780$18.5M1.70%
20SCHWAB CHARLES CORPSCHW-PJ173,169$17.3M1.60%
21COCA COLA COKO239,938$16.8M1.55%
22ISHARES TR46429B697172,019$16.2M1.49%
23ISHARES TR46436E841710,265$16.0M1.47%
24SELECT SECTOR SPDR TR81369Y20998,733$15.3M1.41%
25ABBOTT LABSABLZF113,035$14.2M1.31%
26ACCENTURE PLC IRELANDACN52,499$14.1M1.30%
27BERKSHIRE HATHAWAY INC DELBRK-A25,358$12.7M1.18%
28JOHNSON & JOHNSONJNJ60,812$12.6M1.16%
29AMERICAN WTR WKS CO INC NEW03042010392,508$12.1M1.11%
30AMGEN INCAMGN35,514$11.6M1.07%
31ISHARES TR46432F33955,039$10.9M1.01%
32ISHARES TR46436E858474,139$10.8M1.00%
33CHURCH & DWIGHT CO INCCHD128,374$10.8M0.99%
34PAYCHEX INCPAYX94,207$10.6M0.98%
35AMERIPRISE FINL INC03076C10620,899$10.2M0.95%
36APPLE INCAAPL34,538$9.4M0.87%
37NVIDIA CORPORATIONNVDA50,338$9.4M0.87%
38AUTOZONE INCAZO2,699$9.2M0.84%
39ISHARES TR46428716862,843$8.9M0.82%
40SHERWIN WILLIAMS COSHW27,052$8.8M0.81%
41SELECT SECTOR SPDR TR81369Y40769,145$8.3M0.76%
42DOUBLELINE ETF TRUST25861R808153,279$7.8M0.72%
43WASTE MGMT INC DEL94106L10931,958$7.0M0.65%
44PROCTER AND GAMBLE CO74271810941,283$5.9M0.55%
45HOME DEPOT INCHD17,094$5.9M0.54%
46BLACKROCK INCBLK5,074$5.4M0.50%
47DEERE & CODE10,258$4.8M0.44%
48NETFLIX INCNFLX47,490$4.5M0.41%
49NEXTERA ENERGY INCNEE-PW54,688$4.4M0.41%
50MERCK & CO INCMRK40,454$4.3M0.39%
51ATMOS ENERGY CORPATO24,765$4.2M0.38%
52PRICE T ROWE GROUP INCTROW38,195$3.9M0.36%
53ROLLINS INCROL62,332$3.7M0.35%
54ISHARES TR46428784622,354$3.7M0.34%
55TJX COS INC NEW87254010923,630$3.6M0.33%
56FERGUSON ENTERPRISES INCFERG15,982$3.6M0.33%
57S&P GLOBAL INCSPGI6,213$3.2M0.30%
58KINDER MORGAN INC DELEP-PC95,521$2.6M0.24%
59JPMORGAN CHASE & CO.VYLD7,680$2.5M0.23%
60SELECT SECTOR SPDR TR81369Y30830,041$2.3M0.22%
61SELECT SECTOR SPDR TR81369Y88650,225$2.1M0.20%
62SCHWAB STRATEGIC TR80852450870,280$2.1M0.20%
63MCDONALDS CORPMCD6,625$2.0M0.19%
64VANGUARD INDEX FDS9229083633,193$2.0M0.18%
65MID-AMER APT CMNTYS INC59522J10313,275$1.8M0.17%
66DISNEY WALT CO25468710615,940$1.8M0.17%
67SPDR S&P 500 ETF TRSPY2,574$1.8M0.16%
68ISHARES TR4642872002,476$1.7M0.16%
69SOUTHERN COSOMN15,763$1.4M0.13%
70ALPHABET INCGOOG4,243$1.3M0.12%
71PHILIP MORRIS INTL INC7181721098,300$1.3M0.12%
72AUTOMATIC DATA PROCESSING INADP5,167$1.3M0.12%
73VERIZON COMMUNICATIONS INCVZ30,719$1.3M0.12%
74HERSHEY COHSY6,800$1.2M0.11%
75EMERSON ELEC COEMR9,000$1.2M0.11%
76FIRST CMNTY CORP S C31983510439,530$1.2M0.11%
77VANGUARD INDEX FDS9229087693,286$1.1M0.10%
78PEPSICO INCPEP6,947$997,0330.09%
79KIMBERLY-CLARK CORPKMB9,450$953,4110.09%
80THERMO FISHER SCIENTIFIC INCTMO1,500$869,1750.08%
81INTERNATIONAL BUSINESS MACHSINTR2,483$735,4890.07%
82FEDEX CORPFDX2,460$710,5960.07%
83VANGUARD WORLD FD92204A6032,135$637,0410.06%
84ETFS GOLD TR00326A10413,800$566,9040.05%
85ROYAL GOLD INCRGLD2,500$555,7250.05%
86AMERICAN EXPRESS COAXP1,500$554,9250.05%
87DUKE ENERGY CORP NEWDUKB4,673$547,7220.05%
883M COMMM3,400$544,3400.05%
89BOEING COBA-PA6,900$476,5140.04%
90EXXON MOBIL CORPXOM3,700$445,2580.04%
91SHELL PLCRYDAF6,000$440,8800.04%
92SPDR GOLD TRGLD1,105$437,9230.04%
93INTUITIVE SURGICAL INCISRG742$420,2390.04%
94CHEVRON CORP NEWCVX2,692$410,2880.04%
95INVESCO QQQ TRIVZ624$383,3290.04%
96SERVICENOW INCNOW2,450$375,3160.03%
97GENUINE PARTS COGPC3,000$368,8800.03%
98ADOBE INCADBE1,025$358,7400.03%
99BANK AMERICA CORP0605051046,430$353,6500.03%
100HONEYWELL INTL INC4385161061,745$340,4320.03%
101SPROTT ASSET MANAGEMENT LPSII8,600$283,9720.03%
102VISA INCV727$254,9660.02%
103BLACKSTONE INCBX1,570$242,0000.02%
104TEXAS INSTRS INC8825081041,333$231,2620.02%
105MONDELEZ INTL INC6092071054,020$216,3970.02%
106PHILLIPS 66PSX1,673$215,8840.02%
107LOWES COS INC548661107850$204,9860.02%
108TRX GOLD CORPORATIONTRX30,000$27,6270.00%