account_balance
Investment manager · 13F filer · SEC CIK 1390003
Southeast Asset Advisors, LLC
Follow Southeast Asset Advisors
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$983Mas of Sep 30, 2026
Positions238 23 new, 10 sold out
Top 10 weight59.5%GOOG alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
14.4%
BRK-BBerkshire Hathaway Inc
14.2%
CNXCNX Resources Corp
7.6%
AAPLApple Inc.
7.6%
RSPInvesco Exchange Traded Fd T
3.9%Added +13%
VOOVanguard Index FDS
3.2%
KOCoca-Cola Co
2.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.1%
MSFTMicrosoft Corp
1.9%
IJHiShares Tr
1.9%
CVXChevron Corp
1.9%
XOMExxonMobil Holdings Corp
1.4%
GOOGAlphabet Inc.
14.4%
BRK-BBerkshire Hathaway Inc
14.2%
CNXCNX Resources Corp
7.6%
AAPLApple Inc.
7.6%
RSPInvesco Exchange Traded Fd T
3.9%
VOOVanguard Index FDS
3.2%
IJH
CVX1.9%XOMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 14.4% HeldBRK-B Berkshire Hathaway Inc 14.2% HeldCNX CNX Resources Corp 7.6% HeldAAPL Apple Inc. 7.6% Held
RSP Invesco Exchange Traded Fd T 3.9% Added +13%
VOO Vanguard Index FDS 3.2% Held
KO Coca-Cola Co 2.8% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.1% HeldMSFT Microsoft Corp 1.9% HeldIJH iShares Tr 1.9% Added +3%
CVX Chevron Corp 1.9% HeldXOM ExxonMobil Holdings Corp 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.