Stock Taper 
SOUTHEAST ASSET ADVISORS INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PACCAR Inc | PCAR | 3K | $360.36K |
 Morgan Stanley | MS | 2.89K | $603.22K |
 Eli Lilly and Company | LLY | 2.85K | $3.42M |
 Seagate Technology Holdings plc | STX | 2.7K | $2.61M |
 Markel Corporation | MKL | 2.69K | $5.24M |
 ConocoPhillips | COP | 2.67K | $277.39K |
 TransDigm Group Incorporated | TDG | 2.61K | $3.47M |
 Canadian Pacific Kansas City Ltd. | CP | 2.51K | $217.58K |
 Amphenol Corporation | APH | 2.46K | $433.57K |
 Stryker Corporation | SYK | 2.44K | $767.82K |
 American Tower Corporation | AMT | 2.39K | $391.08K |
 Prologis, Inc. | PLD | 2.39K | $323.77K |
 Monster Beverage Corporation | MNST | 2.36K | $227.13K |
 Genuine Parts Company | GPC | 2.27K | $267.76K |
 Waste Management, Inc. | WM | 2.23K | $498.1K |
 SouthState Bank Corp. | SSB | 2.16K | $215.48K |
 Mid-America Apartment Communities, Inc. | MAA | 2.1K | $291.91K |
 Amgen Inc. | AMGN | 2.08K | $752.93K |
 Teledyne Technologies Incorporated | TDY | 2.07K | $1.38M |
 Becton, Dickinson and Company | BDX | 2.03K | $306.9K |