Southeast Asset Advisors, LLC
Top Portfolio Positions
178 positions ·
$670,837,420 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
276,700 | $132,594,640 | 19.77% | |
| CNX |
CNX Resources Corp
Energy
|
2,412,166 | $92,988,999 | 13.86% | |
| AAPL |
Apple Inc.
Technology
|
230,071 | $58,389,719 | 8.70% | |
| KO |
Coca Cola Co
Consumer Defensive
|
323,789 | $24,624,153 | 3.67% | |
| CVX |
Chevron Corp
Energy
|
90,994 | $18,826,658 | 2.81% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
44,909 | $15,176,996 | 2.26% | |
| AFL |
Aflac Inc
Financial Services
|
134,742 | $14,782,544 | 2.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
85,331 | $14,477,257 | 2.16% | |
| MSFT |
Microsoft Corp
Technology
|
34,806 | $12,884,137 | 1.92% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
1,393,534 | $11,357,302 | 1.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NVX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,975 | 27,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,775 | 27,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,200 | 27,500 | Shares | Sole | 2025-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||