Stock Taper 
SOUTHEAST ASSET ADVISORS INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Colgate-Palmolive Company | CL | 4.55K | $417.05K |
 Intel Corp. | INTC | 4.45K | $621.03K |
 EMCOR Group, Inc. | EME | 4.41K | $3.66M |
 Corpay, Inc. | CPAY | 4.35K | $1.45M |
 Shell plc | SHEL | 4.12K | $319.08K |
 Mondelez International, Inc. | MDLZ | 3.79K | $219.39K |
 Costco Wholesale Corporation | COST | 3.79K | $3.55M |
 Salesforce, Inc. | CRM | 3.75K | $587.16K |
 Meta Platforms, Inc. | META | 3.57K | $2.01M |
 Circle Internet Group | CRCL | 3.56K | $222.65K |
 Advanced Micro Devices, Inc. | AMD | 3.5K | $2.04M |
 International Business Machines Corporation | IBM | 3.34K | $940.37K |
 Broadcom Inc. | AVGO | 3.25K | $1.23M |
 Palantir Technologies Inc. | PLTR | 3.25K | $378.59K |
 Sysco Corporation | SYY | 3.1K | $259.1K |
 Target Corporation | TGT | 3.09K | $403.19K |
 Union Pacific Corporation | UNP | 3.05K | $830.09K |
 Micron Technology, Inc. | MU | 3.04K | $3.51M |
 FedEx Freight Holding Company, Inc. | FDXF | 3.01K | $454.57K |
 Altria Group, Inc. | MO | 3K | $215.85K |