Sather Financial Group Inc Q4 2024 Filing

Filed January 29, 2025

Portfolio Value

$1596.2T

Holdings

91

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (91 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
398,400$180.6T11.31%
2
GOOGALPHABET INC
798,469$152.1T9.53%
3
ANETARISTA NETWORKS INC
963,117$106.5T6.67%
4
MSFTMICROSOFT CORP
250,764$105.7T6.62%
5
BNBROOKFIELD CORP
1,523,618$87.5T5.48%
6
VVISA INC
224,226$70.9T4.44%
7
ROSTROSS STORES INC
431,838$65.3T4.09%
8
PYPLPAYPAL HLDGS INC
750,767$64.1T4.01%
9
SPGIS&P GLOBAL INC
123,824$61.7T3.86%
10
MNSTMONSTER BEVERAGE CORP NEW
1,031,646$54.2T3.40%
11
QCOMQUALCOMM INC
345,604$53.1T3.33%
12
MAMASTERCARD INCORPORATED
97,902$51.6T3.23%
13
PAYCPAYCOM SOFTWARE INC
243,434$49.9T3.13%
14
MKLMARKEL GROUP INC
28,411$49.0T3.07%
15
ADBEADOBE INC
107,830$47.9T3.00%
16
ACNACCENTURE PLC IRELAND
133,535$47.0T2.94%
17
INTUINTUIT
71,457$44.9T2.81%
18
NXPINXP SEMICONDUCTORS N V
191,765$39.9T2.50%
19
NKENIKE INC
469,459$35.5T2.23%
20
DGDOLLAR GEN CORP NEW
409,919$31.1T1.95%
21
AZOAUTOZONE INC
9,506$30.4T1.91%
22
BABOEING CO
152,176$26.9T1.69%
23
BAMBROOKFIELD ASSET MANAGMT LTD
496,613$26.9T1.69%
24
UNPUNION PAC CORP
92,116$21.0T1.32%
25
BF/BBROWN FORMAN CORP
484,915$18.4T1.15%
26
JNPJUNIPER NETWORKS INC
302,731$11.3T0.71%
27
AAPLAPPLE INC
29,772$7.5T0.47%
28
TJXTJX COS INC NEW
47,424$5.7T0.36%
29
IJHISHARES TR
73,836$4.6T0.29%
30
GOOGLALPHABET INC
21,300$4.0T0.25%
31
AMZNAMAZON COM INC
15,249$3.3T0.21%
32
SPYSPDR S&P 500 ETF TR
5,112$3.0T0.19%
33
HDHOME DEPOT INC
7,467$2.9T0.18%
34
JPMJPMORGAN CHASE & CO.
9,082$2.2T0.14%
35
BF/ABROWN FORMAN CORP
46,263$1.7T0.11%
36
WFCWELLS FARGO CO NEW
23,983$1.7T0.11%
37
LLYELI LILLY & CO
1,610$1.2T0.08%
38
AMGNAMGEN INC
4,757$1.2T0.08%
39
NVDANVIDIA CORPORATION
9,080$1.2T0.08%
40
IJJISHARES TR
9,190$1.1T0.07%
41
VOOVANGUARD INDEX FDS
2,069$1.1T0.07%
42
IJKISHARES TR
11,360$1.0T0.06%
43
BXBLACKSTONE INC
5,400$931.1B0.06%
44
XLKSELECT SECTOR SPDR TR
3,720$865.0B0.05%
45
IJRISHARES TR
6,697$771.6B0.05%
46
UNHUNITEDHEALTH GROUP INC
1,426$721.4B0.05%
47
MRKMERCK & CO INC
6,885$684.9B0.04%
48
KOCOCA COLA CO
10,400$647.5B0.04%
49
NDQINVESCO QQQ TR
1,170$598.1B0.04%
50
PGPROCTER AND GAMBLE CO
3,125$523.9B0.03%
51
XOMEXXON MOBIL CORP
4,826$519.2B0.03%
52
BLKBLACKROCK INC
505$517.7B0.03%
53
BKNGBOOKING HOLDINGS INC
102$506.8B0.03%
54
XLCSELECT SECTOR SPDR TR
5,000$484.1B0.03%
55
DEODIAGEO PLC
3,729$474.1B0.03%
56
HONHONEYWELL INTL INC
2,000$451.8B0.03%
57
METAMETA PLATFORMS INC
759$444.4B0.03%
58
TSLATESLA INC
1,090$440.2B0.03%
59
HACKAMPLIFY ETF TR
5,590$416.4B0.03%
60
JNJJOHNSON & JOHNSON
2,756$398.6B0.02%
61
VLOVALERO ENERGY CORP
3,194$391.6B0.02%
62
CSCOCISCO SYS INC
6,428$380.5B0.02%
63
NEENEXTERA ENERGY INC
5,300$380.0B0.02%
64
IWFISHARES TR
909$365.0B0.02%
65
CVXCHEVRON CORP NEW
2,342$339.2B0.02%
66
TXRHTEXAS ROADHOUSE INC
1,850$333.8B0.02%
67
PBPROSPERITY BANCSHARES INC
4,378$329.9B0.02%
68
FDNFIRST TR EXCHANGE-TRADED FD
1,340$325.8B0.02%
69
VUGVANGUARD INDEX FDS
792$325.1B0.02%
70
VIGVANGUARD SPECIALIZED FUNDS
1,651$323.3B0.02%
71
LRCXLAM RESEARCH CORP
4,370$315.6B0.02%
72
PWRQUANTA SVCS INC
996$314.8B0.02%
73
MCDMCDONALDS CORP
1,085$314.4B0.02%
74
STEWSRH TOTAL RETURN FUND INC
19,159$306.9B0.02%
75
CRCCANADIAN NAT RES LTD
9,400$290.2B0.02%
76
PANWPALO ALTO NETWORKS INC
1,530$278.4B0.02%
77
TMOTHERMO FISHER SCIENTIFIC INC
516$268.4B0.02%
78
TAT&T INC
11,673$265.8B0.02%
79
PFEPFIZER INC
9,795$259.9B0.02%
80
IVEISHARES TR
1,332$254.3B0.02%
81
CFRCULLEN FROST BANKERS INC
1,863$250.1B0.02%
82
MPWRMONOLITHIC PWR SYS INC
400$236.7B0.01%
83
TELTE CONNECTIVITY PLC
1,638$234.2B0.01%
84
DYHTARGET CORP
1,704$230.3B0.01%
85
ABTABBOTT LABS
2,027$229.3B0.01%
86
UPSUNITED PARCEL SERVICE INC
1,779$224.3B0.01%
87
VYMVANGUARD WHITEHALL FDS
1,659$211.7B0.01%
88
FLEXFLEX LTD
5,405$207.5B0.01%
89
ICEINTERCONTINENTAL EXCHANGE IN
1,376$205.0B0.01%
90
BBEUJ P MORGAN EXCHANGE TRADED F
3,664$203.1B0.01%
91
MXMAGNACHIP SEMICONDUCTOR CORP
29,920$120.3B0.01%