Sather Financial Group Inc Q3 2023 Filing

Filed October 19, 2023

Portfolio Value

$1201.8T

Holdings

89

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (89 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
363,190$127.2T10.59%
2
GOOGALPHABET INC
771,460$101.7T8.46%
3
MSFTMICROSOFT CORP
250,457$79.1T6.58%
4
ANETEURARISTA NETWORKS INC
292,982$53.9T4.48%
5
ADBEADOBE INC
100,798$51.4T4.28%
6
ROSTROSS STORES INC
423,987$47.9T3.98%
7
INTUINTUIT
91,244$46.6T3.88%
8
SPGIS&P GLOBAL INC
119,674$43.7T3.64%
9
BNBROOKFIELD CORP
1,379,831$43.1T3.59%
10
MNSTMONSTER BEVERAGE CORP NEW
791,357$41.9T3.49%
11
MAMASTERCARD INCORPORATED
99,873$39.5T3.29%
12
UNPUNION PAC CORP
193,596$39.4T3.28%
13
NXPINXP SEMICONDUCTORS N V
190,536$38.1T3.17%
14
MKLMARKEL GROUP INC
25,730$37.9T3.15%
15
VVISA INC
162,563$37.4T3.11%
16
QCOMQUALCOMM INC
327,547$36.4T3.03%
17
ACNACCENTURE PLC IRELAND
118,052$36.3T3.02%
18
WFCWELLS FARGO CO NEW
758,483$31.0T2.58%
19
PGPROCTER AND GAMBLE CO
161,506$23.6T1.96%
20
NKENIKE INC
244,113$23.3T1.94%
21
KOCOCA COLA CO
409,532$22.9T1.91%
22
AZOAUTOZONE INC
8,578$21.8T1.81%
23
DGDOLLAR GEN CORP NEW
187,677$19.9T1.65%
24
BF/BBROWN FORMAN CORP
306,076$17.7T1.47%
25
WMTWALMART INC
93,077$14.9T1.24%
26
BAMBROOKFIELD ASSET MANAGMT LTD
414,567$13.8T1.15%
27
PEPPEPSICO INC
80,453$13.6T1.13%
28
4I1PHILIP MORRIS INTL INC
100,705$9.3T0.78%
29
ABBVABBVIE INC
59,403$8.9T0.74%
30
JNJJOHNSON & JOHNSON
53,294$8.3T0.69%
31
MCDMCDONALDS CORP
29,395$7.7T0.64%
32
MOALTRIA GROUP INC
155,600$6.5T0.54%
33
ATVIEURACTIVISION BLIZZARD INC
64,279$6.0T0.50%
34
AAPLAPPLE INC
33,641$5.8T0.48%
35
TJXTJX COS INC NEW
52,471$4.7T0.39%
36
IJHISHARES TR
14,765$3.7T0.31%
37
HDHOME DEPOT INC
9,071$2.7T0.23%
38
GOOGLALPHABET INC
20,797$2.7T0.23%
39
KVUEKENVUE INC
124,486$2.5T0.21%
40
AMZNAMAZON COM INC
19,571$2.5T0.21%
41
DEODIAGEO PLC
12,210$1.8T0.15%
42
JPMJPMORGAN CHASE & CO
8,258$1.2T0.10%
43
AMGNAMGEN INC
4,057$1.1T0.09%
44
LLYELI LILLY & CO
1,898$1.0T0.08%
45
GSGOLDMAN SACHS GROUP INC
3,085$998.2B0.08%
46
MRKMERCK & CO INC
9,451$973.0B0.08%
47
PBPROSPERITY BANCSHARES INC
17,527$956.6B0.08%
48
IJJISHARES TR
9,440$952.8B0.08%
49
SBUXSTARBUCKS CORP
10,067$918.8B0.08%
50
BF/ABROWN FORMAN CORP
14,418$837.7B0.07%
51
IJKISHARES TR
11,360$820.6B0.07%
52
VOOVANGUARD INDEX FDS
2,066$811.3B0.07%
53
UNHUNITEDHEALTH GROUP INC
1,576$794.6B0.07%
54
SPYSPDR S&P 500 ETF TR
1,814$775.4B0.06%
55
TXNTEXAS INSTRS INC
4,840$769.6B0.06%
56
XLKSELECT SECTOR SPDR TR
4,112$674.1B0.06%
57
IJRISHARES TR
6,670$629.2B0.05%
58
AVGOBROADCOM INC
726$603.0B0.05%
59
PYPLPAYPAL HLDGS INC
8,971$524.4B0.04%
60
PFEPFIZER INC
13,895$460.9B0.04%
61
MXMAGNACHIP SEMICONDUCTOR CORP
54,964$456.8B0.04%
62
XOMEXXON MOBIL CORP
3,817$448.9B0.04%
63
CSCOCISCO SYS INC
7,654$411.5B0.03%
64
HONHONEYWELL INTL INC
2,203$407.0B0.03%
65
CVXCHEVRON CORP NEW
2,367$399.1B0.03%
66
CFRCULLEN FROST BANKERS INC
3,763$343.2B0.03%
67
IWRISHARES TR
4,863$336.8B0.03%
68
XLCSELECT SECTOR SPDR TR
5,000$327.9B0.03%
69
BLKCHFBLACKROCK INC
502$324.5B0.03%
70
BKNGBOOKING HOLDINGS INC
101$311.5B0.03%
71
UPSUNITED PARCEL SERVICE INC
1,979$308.5B0.03%
72
MDLZMONDELEZ INTL INC
4,400$305.4B0.03%
73
LRCXEURLAM RESEARCH CORP
487$305.2B0.03%
74
NEENEXTERA ENERGY INC
5,300$303.6B0.03%
75
METAMETA PLATFORMS INC
1,008$302.6B0.03%
76
TSLATESLA INC
1,185$296.5B0.02%
77
LMTLOCKHEED MARTIN CORP
711$290.8B0.02%
78
PANWPALO ALTO NETWORKS INC
1,230$288.4B0.02%
79
TMOTHERMO FISHER SCIENTIFIC INC
567$287.0B0.02%
80
VEAVANGUARD TAX-MANAGED FDS
6,471$282.9B0.02%
81
WMWASTE MGMT INC DEL
1,841$280.6B0.02%
82
CECELANESE CORP DEL
2,000$251.0B0.02%
83
PXDEURPIONEER NAT RES CO
1,083$248.6B0.02%
84
CVSCVS HEALTH CORP
3,500$244.4B0.02%
85
NVDANVIDIA CORPORATION
554$241.0B0.02%
86
BXBLACKSTONE INC
2,000$214.3B0.02%
87
TELTE CONNECTIVITY LTD
1,638$202.3B0.02%
88
ABTABBOTT LABS
2,087$202.1B0.02%
89
TAT&T INC
11,396$171.2B0.01%