Stock Taper 
SOUTHEAST ASSET ADVISORS INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Tower Corporation | AMT | 2.39K | $391.08K |
 Stryker Corporation | SYK | 2.44K | $767.82K |
 Amphenol Corporation | APH | 2.46K | $433.57K |
 Canadian Pacific Kansas City Ltd. | CP | 2.51K | $217.58K |
 TransDigm Group Incorporated | TDG | 2.61K | $3.47M |
 ConocoPhillips | COP | 2.67K | $277.39K |
 Markel Corporation | MKL | 2.69K | $5.24M |
 Seagate Technology Holdings plc | STX | 2.7K | $2.61M |
 Eli Lilly and Company | LLY | 2.85K | $3.42M |
 Morgan Stanley | MS | 2.89K | $603.22K |
 PACCAR Inc | PCAR | 3K | $360.36K |
 Altria Group, Inc. | MO | 3K | $215.85K |
 FedEx Freight Holding Company, Inc. | FDXF | 3.01K | $454.57K |
 Micron Technology, Inc. | MU | 3.04K | $3.51M |
 Union Pacific Corporation | UNP | 3.05K | $830.09K |
 Target Corporation | TGT | 3.09K | $403.19K |
 Sysco Corporation | SYY | 3.1K | $259.1K |
 Palantir Technologies Inc. | PLTR | 3.25K | $378.59K |
 Broadcom Inc. | AVGO | 3.25K | $1.23M |
 International Business Machines Corporation | IBM | 3.34K | $940.37K |