Asset Advisors Investment Management, LLC - Portfolio overview

Asset Advisors Investment Management, LLC has 116 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 7.29%
2. SCHB - SCHWAB STRATEGIC TR, 6.54%
3. MSFT - MICROSOFT CORP, 5.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.