Sather Financial Group Inc Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$1.7B

Holdings

111

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (111 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$184.5M
GOOGALPHABET INC
$128.5M
MSFTMICROSOFT CORP
$114.8M
ANETARISTA NETWORKS INC
$99.8M
BNBROOKFIELD CORP
$88.4M
VVISA INC
$77.9M
DGDOLLAR GEN CORP NEW
$66.8M
MNSTMONSTER BEVERAGE CORP NEW
$63.2M
QCOMQUALCOMM INC
$57.0M
PYPLPAYPAL HLDGS INC
$57.0M
PAYCPAYCOM SOFTWARE INC
$56.1M
SPGIS&P GLOBAL INC
$54.5M
MAMASTERCARD INCORPORATED
$53.9M
ROSTROSS STORES INC
$53.6M
MKLMARKEL GROUP INC
$52.9M
INTUINTUIT
$48.9M
ADBEADOBE INC
$48.4M
NKENIKE INC
$47.6M
BABOEING CO
$47.2M
NXPINXP SEMICONDUCTORS N V
$44.2M
ACNACCENTURE PLC IRELAND
$40.8M
AZOAUTOZONE INC
$32.5M
BAMBROOKFIELD ASSET MANAGMT LTD
$26.7M
GEGE AEROSPACE
$26.5M
UNPUNION PAC CORP
$22.9M
BF/BBROWN FORMAN CORP
$15.4M
JNPJUNIPER NETWORKS INC
$13.1M
UNHUNITEDHEALTH GROUP INC
$6.4M
AAPLAPPLE INC
$6.4M
TJXTJX COS INC NEW
$5.4M
IJHISHARES TR
$4.5M
GOOGLALPHABET INC
$4.0M
AMZNAMAZON COM INC
$3.6M
JPMJPMORGAN CHASE & CO.
$2.9M
HDHOME DEPOT INC
$2.8M
SPYSPDR S&P 500 ETF TR
$2.1M
WBAWALGREENS BOOTS ALLIANCE INC
$2.0M
AMGNAMGEN INC
$1.9M
NVDANVIDIA CORPORATION
$1.5M
VOOVANGUARD INDEX FDS
$1.4M
BF/ABROWN FORMAN CORP
$1.3M
LLYELI LILLY & CO
$1.2M
IJJISHARES TR
$1.1M
WFCWELLS FARGO CO NEW
$1.0M
IJKISHARES TR
$1.0M
HCAHCA HEALTHCARE INC
$1.0M
XLKSELECT SECTOR SPDR TR
$1.0M
DWDMORGAN STANLEY
$989K
JNJJOHNSON & JOHNSON
$879K
COFCAPITAL ONE FINL CORP
$867K
KOCOCA COLA CO
$826K
HDBHDFC BANK LTD
$767K
4I1PHILIP MORRIS INTL INC
$766K
IJRISHARES TR
$729K
VLOVALERO ENERGY CORP
$725K
METAMETA PLATFORMS INC
$592K
BKNGBOOKING HOLDINGS INC
$585K
XOMEXXON MOBIL CORP
$582K
ITWILLINOIS TOOL WKS INC
$573K
YUMYUM BRANDS INC
$548K
MRKMERCK & CO INC
$545K
XLCSELECT SECTOR SPDR TR
$543K
TSLATESLA INC
$537K
BLKBLACKROCK INC
$527K
ABBVABBVIE INC
$513K
CVXCHEVRON CORP NEW
$503K
PGPROCTER AND GAMBLE CO
$498K
DEODIAGEO PLC
$497K
LRCXLAM RESEARCH CORP
$491K
HACKAMPLIFY ETF TR
$483K
NDQINVESCO QQQ TR
$473K
HONHONEYWELL INTL INC
$466K
CSCOCISCO SYS INC
$453K
ABTABBOTT LABS
$439K
PWRQUANTA SVCS INC
$377K
NEENEXTERA ENERGY INC
$368K
PANWPALO ALTO NETWORKS INC
$368K
FDNFIRST TR EXCHANGE-TRADED FD
$361K
BXBLACKSTONE INC
$359K
EPDENTERPRISE PRODS PARTNERS L
$357K
MCDMCDONALDS CORP
$356K
STEWSRH TOTAL RETURN FUND INC
$348K
ENBENBRIDGE INC
$348K
VUGVANGUARD INDEX FDS
$347K
TXRHTEXAS ROADHOUSE INC
$347K
QQQMINVESCO EXCH TRADED FD TR II
$338K
VIGVANGUARD SPECIALIZED FUNDS
$338K
AFLAFLAC INC
$316K
PBPROSPERITY BANCSHARES INC
$308K
DUKDUKE ENERGY CORP NEW
$306K
CRCCANADIAN NAT RES LTD
$295K
MPWRMONOLITHIC PWR SYS INC
$293K
TELTE CONNECTIVITY PLC
$276K
FLEXFLEX LTD
$270K
SRESEMPRA
$262K
IVEISHARES TR
$260K
DONSPDR DOW JONES INDL AVERAGE
$260K
ICEINTERCONTINENTAL EXCHANGE IN
$252K
TAT&T INC
$244K
CFRCULLEN FROST BANKERS INC
$239K
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