Southeast Asset Advisors, LLC — 13F holdings

Southeast Asset Advisors, LLC reported 225 holdings worth $984M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GOOG ALPHABET INC — $148M (15.0%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $139M (14.1%)
3. CNX CNX RES CORP — $81.8M (8.3%)
4. AAPL APPLE INC — $65.7M (6.7%)
5. RSP INVESCO EXCHANGE TRADED FD T — $35.0M (3.6%)
6. VOO VANGUARD INDEX FDS — $30.6M (3.1%)
7. KO COCA COLA CO — $26.3M (2.7%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $21.5M (2.2%)
9. IJH ISHARES TR — $19.3M (2.0%)
10. AFL AFLAC INC — $15.8M (1.6%)