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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 $818,961,077
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,306,958 $99,498,749 12.14%
2.
Microsoft Corp
 MSFT 187,880 $70,650,395 8.62%
3.
Schwab Strategic Trust
 FNDF 1,003,584 $55,869,521 6.82%
4.
Intuit Inc.
 INTU 66,277 $41,425,113 5.05%
5.
Costco Wholesale Corp W
 COST 58,578 $38,666,166 4.72%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)