Sather Financial Group Inc Q1 2023 Filing

Filed April 18, 2023

Portfolio Value

$1151.2T

Holdings

96

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (96 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
371,607$114.7T9.97%
2
GOOGALPHABET INC
772,607$80.4T6.98%
3
MSFTMICROSOFT CORP
272,081$78.4T6.81%
4
ANETEURARISTA NETWORKS INC
322,741$54.2T4.71%
5
SPGIS&P GLOBAL INC
152,658$52.6T4.57%
6
UNPUNION PAC CORP
221,651$44.6T3.87%
7
BNBROOKFIELD CORP
1,297,663$42.3T3.67%
8
ROSTROSS STORES INC
388,959$41.3T3.59%
9
INTUINTUIT
92,380$41.2T3.58%
10
MNSTMONSTER BEVERAGE CORP NEW
725,982$39.2T3.41%
11
ADBEADOBE SYSTEMS INCORPORATED
101,048$38.9T3.38%
12
QCOMQUALCOMM INC
291,044$37.1T3.23%
13
VVISA INC
155,818$35.1T3.05%
14
MAMASTERCARD INCORPORATED
96,462$35.1T3.05%
15
NXPINXP SEMICONDUCTORS N V
177,047$33.0T2.87%
16
ACNACCENTURE PLC IRELAND
114,302$32.7T2.84%
17
MKLMARKEL CORP
24,414$31.2T2.71%
18
WFCWELLS FARGO CO NEW
758,583$28.4T2.46%
19
NKENIKE INC
209,255$25.7T2.23%
20
KOCOCA COLA CO
412,181$25.6T2.22%
21
PGPROCTER AND GAMBLE CO
161,506$24.0T2.09%
22
JNJJOHNSON & JOHNSON
135,503$21.0T1.82%
23
AZOAUTOZONE INC
7,866$19.3T1.68%
24
DGDOLLAR GEN CORP NEW
74,600$15.7T1.36%
25
PEPPEPSICO INC
80,453$14.7T1.27%
26
WMTWALMART INC
93,035$13.7T1.19%
27
BF/BBROWN FORMAN CORP
198,454$12.8T1.11%
28
BAMBROOKFIELD ASSET MANAGMT LTD
361,404$11.8T1.03%
29
HDHOME DEPOT INC
39,421$11.6T1.01%
30
4I1PHILIP MORRIS INTL INC
100,705$9.8T0.85%
31
ABBVABBVIE INC
58,790$9.4T0.81%
32
MCDMCDONALDS CORP
29,405$8.2T0.71%
33
AAPLAPPLE INC
44,452$7.3T0.64%
34
MOALTRIA GROUP INC
155,600$6.9T0.60%
35
AMZNAMAZON COM INC
54,417$5.6T0.49%
36
TJXTJX COS INC NEW
52,461$4.1T0.36%
37
IJHISHARES TR
14,765$3.7T0.32%
38
DEODIAGEO PLC
17,150$3.1T0.27%
39
TXNTEXAS INSTRS INC
12,298$2.3T0.20%
40
GOOGLALPHABET INC
20,770$2.2T0.19%
41
EMREMERSON ELEC CO
21,705$1.9T0.16%
42
ATVIEURACTIVISION BLIZZARD INC
20,140$1.7T0.15%
43
NEENEXTERA ENERGY INC
19,301$1.5T0.13%
44
CFRCULLEN FROST BANKERS INC
13,763$1.4T0.13%
45
SBUXSTARBUCKS CORP
12,437$1.3T0.11%
46
GSGOLDMAN SACHS GROUP INC
3,242$1.1T0.09%
47
MRKMERCK & CO INC
9,685$1.0T0.09%
48
AMGNAMGEN INC
4,057$980.8B0.09%
49
JPMJPMORGAN CHASE & CO
7,520$980.0B0.09%
50
EFTEATON VANCE FLTING RATE INC
84,862$976.8B0.08%
51
IJJISHARES TR
9,440$970.1B0.08%
52
BF/ABROWN FORMAN CORP
14,473$943.5B0.08%
53
PYPLPAYPAL HLDGS INC
11,318$859.5B0.07%
54
IJKISHARES TR
11,360$812.4B0.07%
55
VOOVANGUARD INDEX FDS
2,066$777.0B0.07%
56
SPYSPDR S&P 500 ETF TR
1,814$742.6B0.06%
57
LLYLILLY ELI & CO
2,106$723.2B0.06%
58
UNHUNITEDHEALTH GROUP INC
1,529$722.6B0.06%
59
IJRISHARES TR
6,670$645.0B0.06%
60
XLKSELECT SECTOR SPDR TR
4,112$621.0B0.05%
61
PFEPFIZER INC
13,895$566.9B0.05%
62
UPSUNITED PARCEL SERVICE INC
2,726$528.8B0.05%
63
LHXL3HARRIS TECHNOLOGIES INC
2,672$524.4B0.05%
64
MXMAGNACHIP SEMICONDUCTOR CORP
53,379$495.4B0.04%
65
BACVERIZON COMMUNICATIONS INC
11,795$458.7B0.04%
66
AVGOBROADCOM INC
708$454.2B0.04%
67
XOMEXXON MOBIL CORP
4,068$446.1B0.04%
68
HONHONEYWELL INTL INC
2,203$421.0B0.04%
69
LMTLOCKHEED MARTIN CORP
880$416.0B0.04%
70
BAXBAXTER INTL INC
9,638$390.9B0.03%
71
CVXCHEVRON CORP NEW
2,308$376.6B0.03%
72
CSCOCISCO SYS INC
6,994$365.6B0.03%
73
PBPROSPERITY BANCSHARES INC
5,878$361.6B0.03%
74
BLKCHFBLACKROCK INC
502$335.9B0.03%
75
MDLZMONDELEZ INTL INC
4,400$306.8B0.03%
76
WMWASTE MGMT INC DEL
1,841$300.4B0.03%
77
TMOTHERMO FISHER SCIENTIFIC INC
520$299.7B0.03%
78
XLCSELECT SECTOR SPDR TR
5,000$289.9B0.03%
79
COSTCOSTCO WHSL CORP NEW
581$288.7B0.03%
80
ELANELANCO ANIMAL HEALTH INC
30,000$282.0B0.02%
81
DYHTARGET CORP
1,655$274.1B0.02%
82
BKNGBOOKING HOLDINGS INC
101$267.9B0.02%
83
CVSCVS HEALTH CORP
3,500$260.1B0.02%
84
LRCXEURLAM RESEARCH CORP
487$258.2B0.02%
85
TAT&T INC
12,803$246.5B0.02%
86
IPGINTERPUBLIC GROUP COS INC
6,335$235.9B0.02%
87
PPCPILGRIMS PRIDE CORP
10,000$231.8B0.02%
88
ULUNILEVER PLC
4,449$231.0B0.02%
89
DISDISNEY WALT CO
2,281$228.4B0.02%
90
PXDEURPIONEER NAT RES CO
1,083$221.2B0.02%
91
CECELANESE CORP DEL
2,000$217.8B0.02%
92
TELTE CONNECTIVITY LTD
1,638$214.8B0.02%
93
ABTABBOTT LABS
2,087$211.3B0.02%
94
PANWPALO ALTO NETWORKS INC
1,051$209.9B0.02%
95
MMM3M CO
1,951$205.1B0.02%
96
PG4PRINCIPAL FINANCIAL GROUP IN
2,754$204.7B0.02%