Stock Taper

SOUTHEAST ASSET ADVISORS INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dole plcDOLE43.41K$595.62K
CSX CorporationCSX39.48K$1.88M
Amazon.com, Inc.AMZN38.76K$9.24M
Brown & Brown, Inc.BRO38.59K$2.48M
Amrize LtdAMRZ36.73K$1.96M
Tractor Supply CompanyTSCO36.65K$1.16M
Trimble Inc.TRMB36.32K$1.86M
Microsoft CorporationMSFT35.66K$13.3M
Vertiv Holdings CoVRT35.57K$11.91M
Joby Aviation, Inc.JOBY33K$294.36K
Energy Transfer LPET31.73K$606.77K
Service Corporation InternationalSCI30.84K$2.34M
Rollins, Inc.ROL29.26K$1.22M
Live Nation Entertainment, Inc.LYV27.68K$5.07M
Signet Jewelers LimitedSIG26.04K$2.24M
Walmart Inc.WMT25.8K$2.92M
ITT Inc.ITT24.53K$4.85M
The Southern CompanySO24.15K$2.31M
Kenvue Inc.KVUE24.05K$459.7K
Alphabet Inc.GOOGL23.91K$8.54M