Stock Taper

SOUTHEAST ASSET ADVISORS INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RTX CorporationRTX5.58K$1.06M
Hubbell IncorporatedHUBB5.71K$2.99M
PepsiCo, Inc.PEP5.89K$798.05K
Corning IncGLW6K$1.53M
FedEx CorporationFDX6.03K$1.89M
Oracle CorporationORCL6.17K$904.91K
Caterpillar Inc.CAT6.27K$6.68M
Clean Harbors, Inc.CLH6.34K$1.89M
Global Payments Inc.GPN6.35K$460.68K
The Middleby CorporationMIDD6.38K$1.1M
Carrier Global CorporationCARR6.49K$475.68K
Enterprise Products Partners L.P.EPD6.56K$241.03K
Novartis AGNVS6.72K$1.05M
Marvell Technology, Inc.MRVL6.89K$2.05M
The Home Depot, Inc.HD6.92K$2.44M
Eaton Corporation plcETN7.07K$3.01M
C.H. Robinson Worldwide, Inc.CHRW7.12K$1.34M
Martin Marietta Materials, Inc.MLM7.47K$4.31M
Enbridge Inc.ENB7.93K$429.83K
The Procter & Gamble CompanyPG8.22K$1.21M