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Home > Institutional Investor > Asset Advisors Investment Management, Llc > Profile

Instuitional Investor - Asset Advisors Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Asset Advisors Investment Management, Llc
Portfolio Value $956,034,474
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,836,535 $77,494,149 8.1%
2.
Microsoft Corp
 MSFT 180,258 $75,978,747 7.94%
3.
Schwab Strategic Trust
 FNDF 2,869,070 $65,127,889 6.81%
4.
Costco Wholesale Corp W
 COST 53,244 $48,785,880 5.1%
5.
Intuit Inc.
 INTU 62,604 $39,346,614 4.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)