SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Asset Advisors Investment Management, LLC

CIK 0001756695 · 2814 A HILLCREEK DRIVE, AUGUSTA, GA, 30909 · 7066509900

Reported Value
$594M
Q2 2019
Positions
94
Filings on Record
32
2019–present window
Filed
Jul 25, 2019
original filing

Summary

Asset Advisors Investment Management, Llc reported $594M in U.S.-listed holdings across 94 positions for Q2 2019.

Its largest position, SCHD, represents 12.5% of the portfolio.

Compared with Q1 2019, the fund opened 3 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $504MQ4 ’18Q1 ’19: $562MQ2 ’19: $594MQ3 ’19: $625MQ4 ’19: $688MQ4 ’19Q1 ’20: $540MQ2 ’20: $627MQ3 ’20: $662MQ4 ’20: $772MQ4 ’20Q1 ’21: $856MQ2 ’21: $904MQ3 ’21: $897MQ4 ’21: $992MQ4 ’21Q1 ’22: $897MQ2 ’22: $733MQ3 ’22: $702MQ4 ’22: $758.8BQ4 ’22Q1 ’23: $764MQ2 ’23: $785MQ3 ’23: $743MQ4 ’23: $819MQ4 ’23Q1 ’24: $892MQ2 ’24: $919MQ3 ’24: $961MQ4 ’24: $956MQ4 ’24Q1 ’25: $952MQ2 ’25: $1.0BQ3 ’25: $1.1BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $1.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 68.2%ETP: 27.7%Other: 3.5%REIT: 0.3%ADR: 0.3%
  • Common Stock · 68.2% · $405M
  • ETP · 27.7% · $164M
  • Other · 3.5% · $21M
  • REIT · 0.3% · $2M
  • ADR · 0.3% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.0B106Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B108Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B110Oct 23, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.0B111Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$952M113May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$956M107Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$961M106Nov 26, 202413F-HRchanges · EDGAR ↗
Q2 2024$919M104Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$892M91May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$819M87Feb 23, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$743M84Oct 26, 202313F-HRchanges · EDGAR ↗
Q2 2023$785M86Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$764M86Apr 25, 202313F-HRchanges · EDGAR ↗
Q4 2022$758.8B89Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$702M88Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$733M89Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$897M90Apr 22, 202213F-HRchanges · EDGAR ↗
Q4 2021$992M92Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$897M93Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$904M92Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$856M93Apr 15, 202113F-HRchanges · EDGAR ↗
Q4 2020$772M87Jan 21, 202113F-HRchanges · EDGAR ↗
Q3 2020$662M85Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$627M193Jul 21, 202013F-HRchanges · EDGAR ↗
Q1 2020$540M96Apr 23, 202013F-HRchanges · EDGAR ↗
Q4 2019$688M103Jan 22, 202013F-HRchanges · EDGAR ↗
Q3 2019$625M97Oct 23, 201913F-HRchanges · EDGAR ↗
Q2 2019$594M94Jul 25, 201913F-HRchanges · EDGAR ↗
Q1 2019$562M95Apr 16, 201913F-HRchanges · EDGAR ↗
Q4 2018$504M92Jan 28, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.