Sather Financial Group Inc Q2 2024 Filing

Filed July 24, 2024

Portfolio Value

$1443.3T

Holdings

83

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (83 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
403,183$164.0T11.36%
2
GOOGALPHABET INC
808,792$148.3T10.28%
3
MSFTMICROSOFT CORP
255,923$114.4T7.93%
4
ANETEURARISTA NETWORKS INC
282,458$99.0T6.86%
5
QCOMQUALCOMM INC
342,978$68.3T4.73%
6
BNBROOKFIELD CORP
1,539,101$63.9T4.43%
7
ROSTROSS STORES INC
436,422$63.4T4.39%
8
ADBEADOBE INC
104,409$58.0T4.02%
9
SPGIS&P GLOBAL INC
124,597$55.6T3.85%
10
VVISA INC
201,689$52.9T3.67%
11
NXPINXP SEMICONDUCTORS N V
192,901$51.9T3.60%
12
MNSTMONSTER BEVERAGE CORP NEW
1,009,363$50.4T3.49%
13
INTUINTUIT
71,115$46.7T3.24%
14
MKLMARKEL GROUP INC
28,293$44.6T3.09%
15
MAMASTERCARD INCORPORATED
97,707$43.1T2.99%
16
ACNACCENTURE PLC IRELAND
129,830$39.4T2.73%
17
PYPLPAYPAL HLDGS INC
672,586$39.0T2.70%
18
DGDOLLAR GEN CORP NEW
274,661$36.3T2.52%
19
NKENIKE INC
402,288$30.3T2.10%
20
AZOAUTOZONE INC
9,487$28.1T1.95%
21
PAYCPAYCOM SOFTWARE INC
164,426$23.5T1.63%
22
UNPUNION PAC CORP
92,280$20.9T1.45%
23
BAMBROOKFIELD ASSET MANAGMT LTD
489,832$18.6T1.29%
24
BF/BBROWN FORMAN CORP
341,810$14.8T1.02%
25
JNPJUNIPER NETWORKS INC
220,850$8.1T0.56%
26
AAPLAPPLE INC
33,285$7.0T0.49%
27
TJXTJX COS INC NEW
48,360$5.3T0.37%
28
IJHISHARES TR
73,836$4.3T0.30%
29
GOOGLALPHABET INC
23,526$4.3T0.30%
30
SPYSPDR S&P 500 ETF TR
6,890$3.7T0.26%
31
AMZNAMAZON COM INC
16,314$3.2T0.22%
32
HDHOME DEPOT INC
9,057$3.1T0.22%
33
JPMJPMORGAN CHASE & CO.
8,279$1.7T0.12%
34
LLYELI LILLY & CO
1,763$1.6T0.11%
35
AMGNAMGEN INC
4,886$1.5T0.11%
36
KOCOCA COLA CO
21,332$1.4T0.09%
37
IJJISHARES TR
9,190$1.0T0.07%
38
VOOVANGUARD INDEX FDS
2,069$1.0T0.07%
39
IJKISHARES TR
11,360$1.0T0.07%
40
PBPROSPERITY BANCSHARES INC
16,027$979.9B0.07%
41
NVDANVIDIA CORPORATION
7,750$957.4B0.07%
42
MRKMERCK & CO INC
7,451$922.4B0.06%
43
WFCWELLS FARGO CO NEW
14,451$858.2B0.06%
44
XLKSELECT SECTOR SPDR TR
3,712$839.8B0.06%
45
UNHUNITEDHEALTH GROUP INC
1,563$796.0B0.06%
46
IJRISHARES TR
6,697$714.3B0.05%
47
SBUXSTARBUCKS CORP
8,930$695.2B0.05%
48
TXNTEXAS INSTRS INC
3,000$583.6B0.04%
49
METAMETA PLATFORMS INC
1,043$525.9B0.04%
50
DEODIAGEO PLC
4,113$518.6B0.04%
51
PGPROCTER AND GAMBLE CO
3,125$515.4B0.04%
52
LRCXEURLAM RESEARCH CORP
469$499.4B0.03%
53
IWFISHARES TR
1,365$497.6B0.03%
54
BF/ABROWN FORMAN CORP
10,380$458.1B0.03%
55
XOMEXXON MOBIL CORP
3,799$437.4B0.03%
56
XLCSELECT SECTOR SPDR TR
5,000$428.3B0.03%
57
HONHONEYWELL INTL INC
2,000$427.1B0.03%
58
BBEUJ P MORGAN EXCHANGE TRADED F
7,047$414.9B0.03%
59
BKNGBOOKING HOLDINGS INC
104$412.0B0.03%
60
BLKCHFBLACKROCK INC
511$402.3B0.03%
61
BBJPJ P MORGAN EXCHANGE TRADED F
7,071$399.0B0.03%
62
NEENEXTERA ENERGY INC
5,300$375.3B0.03%
63
BBCAJ P MORGAN EXCHANGE TRADED F
5,634$366.0B0.03%
64
IVEISHARES TR
1,998$363.7B0.03%
65
CVXCHEVRON CORP NEW
2,308$361.0B0.03%
66
MCDMCDONALDS CORP
1,262$321.5B0.02%
67
PANWPALO ALTO NETWORKS INC
904$306.5B0.02%
68
CSCOCISCO SYS INC
6,428$305.4B0.02%
69
VUGVANGUARD INDEX FDS
792$296.2B0.02%
70
DYHTARGET CORP
1,977$292.7B0.02%
71
JNJJOHNSON & JOHNSON
2,000$292.3B0.02%
72
TMOTHERMO FISHER SCIENTIFIC INC
516$285.3B0.02%
73
PFEPFIZER INC
9,795$274.1B0.02%
74
CECELANESE CORP DEL
2,000$269.8B0.02%
75
PWRQUANTA SVCS INC
996$253.1B0.02%
76
BXBLACKSTONE INC
2,000$247.6B0.02%
77
TELTE CONNECTIVITY LTD
1,638$246.4B0.02%
78
UPSUNITED PARCEL SERVICE INC
1,779$243.5B0.02%
79
TAT&T INC
11,734$224.2B0.02%
80
VIGVANGUARD SPECIALIZED FUNDS
1,156$211.0B0.01%
81
ABTABBOTT LABS
2,027$210.6B0.01%
82
TSLATESLA INC
1,015$200.8B0.01%
83
MXMAGNACHIP SEMICONDUCTOR CORP
31,696$154.4B0.01%