Sather Financial Group Inc Q2 2019 Filing

Filed July 23, 2019

Portfolio Value

$527.0B

Holdings

54

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (54 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
269,339$57.4B10.90%
2
DISDISNEY WALT CO
275,366$38.5B7.30%
3
NXPINXP SEMICONDUCTORS N V
275,884$26.9B5.11%
4
SYFSYNCHRONY FINL
713,450$24.7B4.69%
5
SBUXSTARBUCKS CORP
293,964$24.6B4.68%
6
QCOMQUALCOMM INC
320,292$24.4B4.62%
7
BAMBROOKFIELD ASSET MGMT INC
496,346$23.7B4.50%
8
UNPUNION PACIFIC CORP
134,562$22.8B4.32%
9
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
358,453$22.7B4.31%
10
MAMASTERCARD INC
83,846$22.2B4.21%
11
ULUNILEVER PLC
343,730$21.3B4.04%
12
GOOGALPHABET INC
19,192$20.7B3.94%
13
MSFTMICROSOFT CORP
148,353$19.9B3.77%
14
MKLMARKEL CORP
18,002$19.6B3.72%
15
BKBANK NEW YORK MELLON CORP
425,448$18.8B3.56%
16
ROSTROSS STORES INC
169,890$16.8B3.20%
17
NKENIKE INC
172,803$14.5B2.75%
18
BF/BBROWN FORMAN CORP
232,808$12.9B2.45%
19
DGDOLLAR GEN CORP NEW
90,762$12.3B2.33%
20
CHKPCHECK POINT SOFTWARE TECH LT
100,917$11.7B2.21%
21
ORCLORACLE CORP
182,453$10.4B1.97%
22
DEODIAGEO P L C
47,708$8.2B1.56%
23
ACNACCENTURE PLC IRELAND
43,954$8.1B1.54%
24
PEPPEPSICO INC
56,688$7.4B1.41%
25
FOXFOX CORP
167,245$6.1B1.16%
26
TJXTJX COS INC NEW
96,393$5.1B0.97%
27
WFCWELLS FARGO CO NEW
61,151$2.9B0.55%
28
4I1PHILIP MORRIS INTL INC
31,990$2.5B0.48%
29
USBUS BANCORP DEL
44,335$2.3B0.44%
30
BACBANK AMER CORP
66,919$1.9B0.37%
31
BILSPDR SERIES TRUST
19,159$1.8B0.33%
32
HDHOME DEPOT INC
8,138$1.7B0.32%
33
JNJJOHNSON & JOHNSON
11,058$1.5B0.29%
34
TAT&T INC
34,056$1.1B0.22%
35
XOMEXXON MOBIL CORP
14,378$1.1B0.21%
36
AXPAMERICAN EXPRESS CO
8,727$1.1B0.20%
37
PGPROCTER AND GAMBLE CO
7,663$840.0M0.16%
38
AAPLAPPLE INC
3,922$776.0M0.15%
39
PBPROSPERITY BANCSHARES INC
8,543$564.0M0.11%
40
CFRCULLEN FROST BANKERS INC
5,500$515.0M0.10%
41
VOOVANGUARD INDEX FDS
1,866$502.0M0.10%
42
BUDANHEUSER BUSCH INBEV SA/NV
5,389$476.0M0.09%
43
JPMJPMORGAN CHASE & CO
4,173$466.0M0.09%
44
UNUSDUNILEVER N V
7,000$425.0M0.08%
45
MMM3M CO
2,256$391.0M0.07%
46
CVXCHEVRON CORP NEW
2,850$354.0M0.07%
47
BACVERIZON COMMUNICATIONS INC
5,000$285.0M0.05%
48
KOCOCA COLA CO
5,200$264.0M0.05%
49
GOOGLALPHABET INC
231$250.0M0.05%
50
EPDENTERPRISE PRODS PARTNERS L
8,312$239.0M0.05%
51
CSCOCISCO SYS INC
4,146$226.0M0.04%
52
ABBVABBVIE INC
3,100$225.0M0.04%
53
OXSQOXFORD SQUARE CAP CORP
34,160$218.0M0.04%
54
MCDMCDONALDS CORP
973$202.0M0.04%