Stock Taper 
SOUTHEAST ASSET ADVISORS INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 2.02K | $1.44M |
 Emerson Electric Co. | EMR | 2K | $286.3K |
 Nucor Corporation | NUE | 2K | $445.5K |
 Royal Bank of Canada | RY | 2K | $413.94K |
 Raymond James Financial, Inc. | RJF | 1.85K | $280.65K |
 Lowe's Companies, Inc. | LOW | 1.84K | $406.36K |
 WESCO International, Inc. | WCC | 1.82K | $628.81K |
 The Boeing Company | BA | 1.8K | $390.08K |
 The Travelers Companies, Inc. | TRV | 1.8K | $594.22K |
 The Sherwin-Williams Company | SHW | 1.66K | $571.57K |
 Astera Labs, Inc. Common Stock | ALAB | 1.56K | $754.96K |
 UnitedHealth Group Incorporated | UNH | 1.56K | $647.76K |
 Dell Technologies Inc. | DELL | 1.55K | $668.76K |
 GE Aerospace | GE | 1.53K | $571.43K |
 Marathon Petroleum Corporation | MPC | 1.52K | $389.9K |
 Johnson Controls International plc | JCI | 1.5K | $219.16K |
 Parker-Hannifin Corporation | PH | 1.41K | $1.38M |
 Intuit Inc. | INTU | 1.4K | $364.88K |
 American Express Company | AXP | 1.29K | $436K |
 Cheniere Energy, Inc. | LNG | 1.2K | $285.62K |