SOUTHEAST ASSET ADVISORS INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BDX | 2K | $379.58K |
 | CMI | 2K | $851.50K |
 | RY | 2K | $294.64K |
 | NUE | 2K | $270.86K |
 | EMR | 2K | $262.36K |
 | AMGN | 2K | $523.55K |
 | RJF | 2K | $318.62K |
 | IDXX | 2K | $1.15M |
 | TRV | 2K | $502.60K |
 | AVGO | 2K | $572.03K |
 | SYK | 2K | $624.29K |
 | SHW | 2K | $574.79K |
 | LOW | 2K | $405.11K |
 | ACN | 2K | $391.60K |
 | WCC | 2K | $332.06K |
 | GE | 2K | $459.95K |
 | MPC | 2K | $293.93K |
 | NFLX | 1K | $1.73M |
 | NSC | 1K | $426.51K |
 | AXP | 1K | $425.88K |
Becton, Dickinson and Company
BDX
Shares Held
2K
Value
$379.58K
Cummins Inc.
CMI
Shares Held
2K
Value
$851.50K
Royal Bank of Canada
RY
Shares Held
2K
Value
$294.64K
Nucor Corporation
NUE
Shares Held
2K
Value
$270.86K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$262.36K
Amgen Inc.
AMGN
Shares Held
2K
Value
$523.55K
Raymond James Financial, Inc.
RJF
Shares Held
2K
Value
$318.62K
IDEXX Laboratories, Inc.
IDXX
Shares Held
2K
Value
$1.15M
The Travelers Companies, Inc.
TRV
Shares Held
2K
Value
$502.60K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$572.03K
Stryker Corporation
SYK
Shares Held
2K
Value
$624.29K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$574.79K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$405.11K
Accenture plc
ACN
Shares Held
2K
Value
$391.60K
WESCO International, Inc.
WCC
Shares Held
2K
Value
$332.06K
GE Aerospace
GE
Shares Held
2K
Value
$459.95K
Marathon Petroleum Corporation
MPC
Shares Held
2K
Value
$293.93K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.73M
Norfolk Southern Corporation
NSC
Shares Held
1K
Value
$426.51K
American Express Company
AXP
Shares Held
1K
Value
$425.88K