Sather Financial Group Inc

13F filer · CIK 0001568540

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$1.74BU.S. long equity reported on 13F

Positions10210 new · 6 closed

Net flow last quarter-$96.3MBuys minus sells

Top 10 positions weight59.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026102 positions
BRK.BBerkshire Hathaway Inc	$196M	11.26%	Not reported	+1.9%	Q2 2013
GOOGAlphabet Inc.	$179M	10.27%	Not reported	-22.0%	Q1 2018
ANETArista Networks, Inc.	$115M	6.60%	0.05%	-20.2%	Q3 2020
MSFTMicrosoft Corp	$92.1M	5.29%	0.00%	+6.6%	Q2 2013
BNBROOKFIELD Corp	$90.9M	5.22%	Not reported	+0.3%	Q4 2022
MNSTMonster Beverage Corp	$88.9M	5.10%	0.09%	-6.7%	Q1 2022
VVisa Inc.	$76.1M	4.37%	0.01%	-1.0%	Q4 2019
BABoeing Co	$74.6M	4.28%	0.04%	+35.9%	Q4 2023
DGDollar General Corp	$67.5M	3.88%	0.27%	+1.4%	Q2 2018
GEGeneral Electric Co	$56.6M	3.25%	0.01%	+36.9%	Q1 2025
MAMastercard Inc	$55.8M	3.21%	0.01%	+9.7%	Q2 2013
MKLMarkel Group Inc.	$54.5M	3.13%	0.22%	+1.4%	Q2 2014
NXPINXP Semiconductors N.V.	$53.3M	3.06%	0.08%	-7.6%	Q4 2016
QCOMQualcomm Inc	$50.9M	2.92%	0.03%	-25.6%	Q2 2015
PAYCPaycom Software, Inc.	$48.4M	2.78%	0.87%	+23.8%	Q2 2024
ADBEAdobe Inc.	$48.2M	2.77%	0.06%	+30.8%	Q3 2019
NKENIKE, Inc.	$42.8M	2.46%	0.06%	+23.4%	Q2 2017
BAMBrookfield Asset Management Ltd.	$42.4M	2.43%	Not reported	+65.2%	Q3 2015
ACNAccenture plc	$30.8M	1.77%	0.04%	+24.7%	Q2 2013
ROSTRoss Stores, Inc.	$28.9M	1.66%	0.04%	-66.2%	Q3 2017
UNPUnion Pacific Corp	$28.9M	1.66%	0.02%	+0.3%	Q2 2015
INTUIntuit Inc.	$23.3M	1.34%	0.03%	+39.3%	Q4 2020
PWRQuanta Services, Inc.	$12M	0.69%	0.01%	-43.6%	Q4 2023
UNHUnitedhealth Group Inc	$8.86M	0.51%	0.00%	+1.1%	Q3 2021
GOOGLAlphabet Inc.	$8.1M	0.46%	0.00%	-1.8%	Q2 2019
AAPLApple Inc.	$8M	0.46%	0.00%	+14.1%	Q2 2017
AMZNAmazon Com Inc	$4.87M	0.28%	0.00%	+14.3%	Q2 2018
TJXTJX Companies Inc	$3.09M	0.18%	0.00%	-50.2%	Q2 2013
HDHome Depot, Inc.	$2.75M	0.16%	0.00%	+4.7%	Q2 2017
SNDKSandisk Corp	$2.65M	0.15%	0.00%	Not reported	Q4 2025
JPMJPMorgan Chase & Co	$2.55M	0.15%	0.00%	+6.6%	Q2 2017
WDCWestern Digital Corp	$2.37M	0.14%	0.00%	+6.2%	Q2 2025
AMGNAmgen Inc	$2.16M	0.12%	0.00%	-1.5%	Q1 2022
AZOAutozone Inc	$2.06M	0.12%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$2.05M	0.12%	Not reported	-7.4%	Q1 2020
MSMorgan Stanley	$1.68M	0.10%	0.00%	Not reported	Q3 2017
JNJJohnson & Johnson	$1.64M	0.09%	0.00%	+7.1%	Q2 2013
NVDANvidia Corp	$1.51M	0.09%	0.00%	+22.2%	Q2 2023
VLOValero Energy Corp	$1.5M	0.09%	0.00%	+4.8%	Q3 2024
WFCWells Fargo & Company	$1.11M	0.06%	0.00%	-0.1%	Q2 2013
AVGOBroadcom Inc.	$963K	0.06%	0.00%	+9.0%	Q4 2019
KOCoca Cola Co	$936K	0.05%	0.00%	+2.0%	Q1 2014
QQQInvesco QQQ Trust, Series 1	$907K	0.05%	Not reported	Not reported	Q3 2024
PMPhilip Morris International Inc.	$842K	0.05%	0.00%	-0.9%	Q2 2013
COFCapital One Financial Corp	$818K	0.05%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$791K	0.05%	0.00%	+1.4%	Q2 2017
TSLATesla, Inc.	$790K	0.05%	0.00%	+2.5%	Q2 2023
METAMeta Platforms, Inc.	$785K	0.05%	Not reported	+5.9%	Q4 2019
MRKMerck & Co., Inc.	$698K	0.04%	0.00%	+11.0%	Q2 2017
XOMExxonMobil Holdings Corp	$681K	0.04%	0.00%	+3.3%	Q2 2013

Q1 2026Reported Apr 29, 202697 positions
GOOGAlphabet Inc.	$186M	11.44%	Not reported	-5.1%	Q1 2018
BRK.BBerkshire Hathaway Inc	$184M	11.33%	Not reported	+0.3%	Q2 2013
ANETArista Networks, Inc.	$104M	6.40%	0.07%	-6.6%	Q3 2020
ROSTRoss Stores, Inc.	$87.3M	5.37%	0.13%	-2.8%	Q3 2017
BNBROOKFIELD Corp	$86.1M	5.29%	Not reported	+0.4%	Q4 2022
MSFTMicrosoft Corp	$85.8M	5.27%	0.00%	+1.4%	Q2 2013
MNSTMonster Beverage Corp	$71.8M	4.41%	0.10%	-1.0%	Q1 2022
DGDollar General Corp	$68.7M	4.22%	0.26%	-2.7%	Q2 2018
VVisa Inc.	$67.7M	4.16%	0.01%	0.0%	Q4 2019
MKLMarkel Group Inc.	$52.7M	3.24%	0.22%	+0.2%	Q2 2014
BABoeing Co	$50.5M	3.10%	0.03%	+4.2%	Q4 2023
MAMastercard Inc	$49.5M	3.05%	0.01%	+3.3%	Q2 2013
QCOMQualcomm Inc	$47.7M	2.93%	0.04%	+3.3%	Q2 2015
NKENIKE, Inc.	$44.7M	2.75%	0.05%	+14.1%	Q2 2017
ADBEAdobe Inc.	$43.7M	2.69%	0.04%	+17.6%	Q3 2019
NXPINXP Semiconductors N.V.	$40.4M	2.48%	0.08%	+0.9%	Q4 2016
ACNAccenture plc	$39.4M	2.42%	0.03%	+19.8%	Q2 2013
PAYCPaycom Software, Inc.	$37.8M	2.32%	0.67%	+15.9%	Q2 2024
SPGIS&P Global Inc.	$32.4M	1.99%	0.03%	-2.8%	Q1 2022
GEGeneral Electric Co	$31.4M	1.93%	0.01%	+3.8%	Q1 2025
INTUIntuit Inc.	$27.7M	1.70%	0.02%	+4.5%	Q4 2020
UNPUnion Pacific Corp	$25.7M	1.58%	0.02%	+0.5%	Q2 2015
BAMBrookfield Asset Management Ltd.	$25.4M	1.56%	Not reported	+18.4%	Q3 2015
PWRQuanta Services, Inc.	$16.2M	1.00%	0.02%	+2861.6%	Q4 2023
GOOGLAlphabet Inc.	$6.63M	0.41%	0.00%	-2.2%	Q2 2019
TJXTJX Companies Inc	$6.54M	0.40%	0.00%	-4.4%	Q2 2013
AAPLApple Inc.	$6.15M	0.38%	0.00%	+1.3%	Q2 2017
UNHUnitedhealth Group Inc	$5.71M	0.35%	0.00%	-0.2%	Q3 2021
AMZNAmazon Com Inc	$3.72M	0.23%	0.00%	-0.6%	Q2 2018
HDHome Depot, Inc.	$2.45M	0.15%	0.00%	Not reported	Q2 2017
AZOAutozone Inc	$2.18M	0.13%	0.00%	-89.2%	Q4 2020
JPMJPMorgan Chase & Co	$2.15M	0.13%	0.00%	-1.3%	Q2 2017
AMGNAmgen Inc	$2.13M	0.13%	0.00%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.92M	0.12%	Not reported	-0.5%	Q1 2020
JNJJohnson & Johnson	$1.47M	0.09%	0.00%	Not reported	Q2 2013
VLOValero Energy Corp	$1.36M	0.08%	0.00%	Not reported	Q3 2024
MSMorgan Stanley	$1.32M	0.08%	0.00%	+0.6%	Q3 2017
NVDANvidia Corp	$1.08M	0.07%	0.00%	-3.0%	Q2 2023
WFCWells Fargo & Company	$1.07M	0.07%	0.00%	+2.5%	Q2 2013
WDCWestern Digital Corp	$947K	0.06%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$859K	0.05%	0.00%	Not reported	Q1 2014
XOMExxonMobil Holdings Corp	$818K	0.05%	0.00%	+8.2%	Q2 2013
AMDAdvanced Micro Devices Inc	$814K	0.05%	0.00%	New	Q1 2026
CVXChevron Corp	$787K	0.05%	0.00%	Not reported	Q3 2015
PMPhilip Morris International Inc.	$776K	0.05%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$753K	0.05%	Not reported	+7.8%	Q4 2019
COFCapital One Financial Corp	$744K	0.05%	0.00%	Not reported	Q4 2022
SNDKSandisk Corp	$740K	0.05%	0.00%	Not reported	Q4 2025
AVGOBroadcom Inc.	$724K	0.04%	0.00%	-0.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$711K	0.04%	Not reported	+12.2%	Q3 2024

Q4 2025Reported Jan 26, 202696 positions
GOOGAlphabet Inc.	$215M	11.53%	Not reported	-4.4%	Q1 2018
BRK.BBerkshire Hathaway Inc	$193M	10.36%	Not reported	+0.6%	Q2 2013
ANETArista Networks, Inc.	$119M	6.39%	0.07%	-2.5%	Q3 2020
MSFTMicrosoft Corp	$111M	5.94%	0.00%	-0.7%	Q2 2013
BNBROOKFIELD Corp	$97.3M	5.23%	Not reported	-0.9%	Q4 2022
DGDollar General Corp	$79M	4.25%	0.27%	+0.1%	Q2 2018
VVisa Inc.	$78.5M	4.22%	0.01%	+1.1%	Q4 2019
MNSTMonster Beverage Corp	$76.7M	4.13%	0.10%	-1.1%	Q1 2022
ROSTRoss Stores, Inc.	$74.7M	4.02%	0.13%	-1.4%	Q3 2017
QCOMQualcomm Inc	$61.3M	3.30%	0.03%	-0.7%	Q2 2015
MKLMarkel Group Inc.	$59.1M	3.18%	0.22%	-1.0%	Q2 2014
MAMastercard Inc	$54.8M	2.94%	0.01%	+0.1%	Q2 2013
ADBEAdobe Inc.	$53.5M	2.88%	0.04%	-0.5%	Q3 2019
BABoeing Co	$52.9M	2.84%	0.02%	+3.1%	Q4 2023
NKENIKE, Inc.	$47.2M	2.54%	0.04%	+0.1%	Q2 2017
PYPLPayPal Holdings, Inc.	$45.4M	2.44%	0.08%	-0.3%	Q4 2022
ACNAccenture plc	$44.5M	2.39%	0.03%	-2.1%	Q2 2013
NXPINXP Semiconductors N.V.	$44.2M	2.37%	0.08%	-1.1%	Q4 2016
PAYCPaycom Software, Inc.	$42.7M	2.30%	0.49%	+7.2%	Q2 2024
SPGIS&P Global Inc.	$40.9M	2.20%	0.03%	-0.5%	Q1 2022
INTUIntuit Inc.	$40.6M	2.18%	0.02%	+0.5%	Q4 2020
GEGeneral Electric Co	$32.8M	1.77%	0.01%	-0.5%	Q1 2025
BAMBrookfield Asset Management Ltd.	$25.3M	1.36%	Not reported	-0.4%	Q3 2015
UNPUnion Pacific Corp	$24.4M	1.31%	0.02%	+2.2%	Q2 2015
AZOAutozone Inc	$20.2M	1.09%	0.04%	-2.2%	Q4 2020
GOOGLAlphabet Inc.	$7.38M	0.40%	0.00%	+1.3%	Q2 2019
UNHUnitedhealth Group Inc	$6.97M	0.37%	0.00%	+0.2%	Q3 2021
TJXTJX Companies Inc	$6.58M	0.35%	0.00%	0.0%	Q2 2013
AAPLApple Inc.	$6.5M	0.35%	0.00%	0.0%	Q2 2017
BF.BBrown Forman Corp	$6.47M	0.35%	0.05%	-49.3%	Q4 2018
AMZNAmazon Com Inc	$4.15M	0.22%	0.00%	+0.8%	Q2 2018
HDHome Depot, Inc.	$2.56M	0.14%	0.00%	-1.8%	Q2 2017
JPMJPMorgan Chase & Co	$2.39M	0.13%	0.00%	+0.4%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$2.03M	0.11%	Not reported	-12.1%	Q1 2020
AMGNAmgen Inc	$1.98M	0.11%	0.00%	-10.2%	Q1 2022
MSMorgan Stanley	$1.42M	0.08%	0.00%	+4.2%	Q3 2017
JNJJohnson & Johnson	$1.25M	0.07%	0.00%	-0.4%	Q2 2013
HCAHCA Healthcare, Inc.	$1.25M	0.07%	0.00%	Not reported	Q1 2025
WFCWells Fargo & Company	$1.23M	0.07%	0.00%	0.0%	Q2 2013
NVDANvidia Corp	$1.19M	0.06%	0.00%	-26.9%	Q2 2023
COFCapital One Financial Corp	$988K	0.05%	0.00%	Not reported	Q4 2022
VLOValero Energy Corp	$894K	0.05%	0.00%	-0.3%	Q3 2024
TSLATesla, Inc.	$823K	0.04%	0.00%	+3.7%	Q2 2023
AVGOBroadcom Inc.	$812K	0.04%	0.00%	+6.1%	Q4 2019
METAMeta Platforms, Inc.	$806K	0.04%	Not reported	+37.7%	Q4 2019
KOCoca Cola Co	$790K	0.04%	0.00%	+2.7%	Q1 2014
HDBHDFC Bank Ltd	$758K	0.04%	0.00%	+0.6%	Q2 2025
PMPhilip Morris International Inc.	$753K	0.04%	0.00%	+1.4%	Q2 2013
ABBVAbbVie Inc.	$720K	0.04%	0.00%	+1.8%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$675K	0.04%	Not reported	+26.8%	Q3 2024

Q3 2025Reported Oct 22, 202592 positions
BRK.BBerkshire Hathaway Inc	$192M	10.42%	Not reported	+0.4%	Q2 2013
GOOGAlphabet Inc.	$174M	9.46%	Not reported	-1.3%	Q1 2018
ANETArista Networks, Inc.	$136M	7.37%	0.07%	-4.5%	Q3 2020
MSFTMicrosoft Corp	$119M	6.47%	0.00%	-0.3%	Q2 2013
BNBROOKFIELD Corp	$97.7M	5.31%	Not reported	-0.3%	Q4 2022
VVisa Inc.	$75.6M	4.11%	0.01%	+1.0%	Q4 2019
MNSTMonster Beverage Corp	$68.1M	3.70%	0.10%	+0.3%	Q1 2022
ROSTRoss Stores, Inc.	$64.1M	3.48%	0.13%	+0.1%	Q3 2017
DGDollar General Corp	$61.4M	3.34%	0.27%	+1.7%	Q2 2018
QCOMQualcomm Inc	$60M	3.26%	0.03%	+0.7%	Q2 2015
MAMastercard Inc	$54.5M	2.96%	0.01%	0.0%	Q2 2013
ADBEAdobe Inc.	$54.2M	2.95%	0.04%	+22.9%	Q3 2019
MKLMarkel Group Inc.	$53M	2.88%	0.22%	+4.8%	Q2 2014
PYPLPayPal Holdings, Inc.	$52.3M	2.84%	0.08%	+1.8%	Q4 2022
PAYCPaycom Software, Inc.	$52M	2.83%	0.45%	+3.1%	Q2 2024
NKENIKE, Inc.	$51.6M	2.80%	0.04%	+10.5%	Q2 2017
BABoeing Co	$51M	2.77%	0.03%	+4.9%	Q4 2023
NXPINXP Semiconductors N.V.	$46.9M	2.55%	0.08%	+1.7%	Q4 2016
ACNAccenture plc	$41.8M	2.27%	0.03%	+24.0%	Q2 2013
INTUIntuit Inc.	$41.6M	2.26%	0.02%	-1.8%	Q4 2020
SPGIS&P Global Inc.	$38.3M	2.08%	0.03%	-23.9%	Q1 2022
GEGeneral Electric Co	$32.2M	1.75%	0.01%	+4.3%	Q1 2025
BAMBrookfield Asset Management Ltd.	$27.6M	1.50%	Not reported	+0.2%	Q3 2015
AZOAutozone Inc	$26.2M	1.42%	0.04%	-30.3%	Q4 2020
UNPUnion Pacific Corp	$24.4M	1.32%	0.02%	+3.5%	Q2 2015
BF.BBrown Forman Corp	$13.3M	0.72%	0.10%	-14.7%	Q4 2018
UNHUnitedhealth Group Inc	$7.28M	0.40%	0.00%	+2.4%	Q3 2021
TJXTJX Companies Inc	$6.19M	0.34%	0.00%	-1.4%	Q2 2013
AAPLApple Inc.	$6.09M	0.33%	0.00%	-22.8%	Q2 2017
GOOGLAlphabet Inc.	$5.66M	0.31%	0.00%	+3.2%	Q2 2019
AMZNAmazon Com Inc	$3.92M	0.21%	0.00%	+9.5%	Q2 2018
HDHome Depot, Inc.	$3.07M	0.17%	0.00%	-0.4%	Q2 2017
JPMJPMorgan Chase & Co	$2.33M	0.13%	0.00%	-25.1%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$2.26M	0.12%	Not reported	+0.3%	Q1 2020
AMGNAmgen Inc	$1.9M	0.10%	0.00%	+1.3%	Q1 2022
NVDANvidia Corp	$1.63M	0.09%	0.00%	-9.8%	Q2 2023
BF.ABrown Forman Corp	$1.25M	0.07%	Not reported	+1.3%	Q4 2020
MSMorgan Stanley	$1.22M	0.07%	0.00%	+9.2%	Q3 2017
HCAHCA Healthcare, Inc.	$1.14M	0.06%	0.00%	Not reported	Q1 2025
JNJJohnson & Johnson	$1.12M	0.06%	0.00%	+5.2%	Q2 2013
WFCWells Fargo & Company	$1.1M	0.06%	0.00%	+1.2%	Q2 2013
VLOValero Energy Corp	$938K	0.05%	0.00%	+2.2%	Q3 2024
COFCapital One Financial Corp	$866K	0.05%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$784K	0.04%	0.00%	+4.4%	Q2 2023
PMPhilip Morris International Inc.	$751K	0.04%	0.00%	+10.1%	Q2 2013
AVGOBroadcom Inc.	$729K	0.04%	0.00%	+171.6%	Q4 2019
KOCoca Cola Co	$729K	0.04%	0.00%	-5.8%	Q1 2014
ABBVAbbVie Inc.	$716K	0.04%	0.00%	+12.0%	Q2 2017
HDBHDFC Bank Ltd	$705K	0.04%	0.00%	+3.1%	Q2 2025
METAMeta Platforms, Inc.	$651K	0.04%	Not reported	+10.6%	Q4 2019

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