Southeast Asset Advisors Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $827 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $142M, Cnx Resources Corp with a value of $81.3M, Alphabet Inc. with a value of $78.8M, Flowers Foods Inc with a value of $47.6M, and Apple Inc. with a value of $46.9M.

Examining the 13F form we can see an increase of $21.1M in the current position value, from $806M to 827M.

Southeast Asset Advisors Inc. is based out at Thomasville, GA

Below you can find more details about Southeast Asset Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $827 Million
Financial Services: $193 Million
ETFs: $145 Million
Energy: $104 Million
Technology: $94.2 Million
Communication Services: $89.4 Million
Consumer Defensive: $81.9 Million
Industrials: $53 Million
Consumer Cyclical: $31.2 Million
Other: $35.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $827 Million
  • Prior Value $806 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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