Sather Financial Group Inc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Sather Financial Group Inc reported 111 stock positions worth $1.7 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.8% of the portfolio, followed by Alphabet Class C (GOOG, 7.5%) and Microsoft (MSFT, 6.7%). Compared with Q1 2025, it opened 18 new positions, sold out of 2, added to 31 and reduced 24. The biggest buy was General Electric (GE, shares +8419%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).

Most Recent 13F
Q2 2026
Location
Victoria, TX
CIK
0001568540
Portfolio Value
$1.7B (Q2 2025)
SEC Filing
0001667731-25-000963 ↗ filed Jul 25, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.6B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.7B $1.7B Q2 2025 Q3 2025: $1.8B Q3 2025 Q4 2025: $1.9B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 111 stocks · $1.7B
BRK.B Berkshire Hathaway Inc. Class B 10.83% 379,714 $184.5M Reduce -1.1%
GOOG Alphabet Inc. Class C 7.55% 724,351 $128.5M Reduce -0.8%
MSFT Microsoft Corp. 6.74% 230,718 $114.8M Reduce -3.7%
ANET Arista Networks Inc. 5.86% 975,509 $99.8M Add +2.0%
BN Brookfield Corp. 5.19% 1,428,872 $88.4M Reduce -2.8%
V Visa Inc. Class A 4.57% 219,332 $77.9M Reduce -0.1%
DG Dollar General Corp. 3.93% 584,443 $66.8M Add +5.8%
MNST Monster Beverage Corp. 3.71% 1,008,783 $63.2M Reduce -5.7%
QCOM Qualcomm Inc. 3.35% 358,099 $57.0M Add +2.2%
PYPL PayPal Holdings Inc. 3.35% 766,890 $57.0M Reduce -1.5%
PAYC Paycom Software Inc. 3.30% 242,484 $56.1M Reduce -7.4%
SPGI S&P Global Inc. 3.20% 103,436 $54.5M Reduce -8.3%
MA Mastercard Inc. Class A 3.17% 95,888 $53.9M Reduce -0.1%
ROST Ross Stores Inc. 3.15% 420,503 $53.6M Reduce -1.1%
MKL Markel Group Inc. 3.11% 26,489 $52.9M Add +0.6%
INTU Intuit Inc. 2.87% 62,071 $48.9M Reduce -7.2%
ADBE Adobe Inc. 2.84% 125,071 $48.4M Add +5.1%
NKE Nike Inc. Class B 2.79% 669,461 $47.6M Add +11.3%
BA The Boeing Co. 2.77% 225,074 $47.2M Add +19.9%
NXPI NXP Semiconductors NV 2.60% 202,321 $44.2M Add +2.3%
ACN Accenture PLC Class A 2.40% 136,563 $40.8M Add +2.6%
AZO AutoZone Inc. 1.91% 8,742 $32.5M Reduce -4.0%
BAM Brookfield Asset Mgmt-A 1.57% 483,377 $26.7M Reduce -0.9%
GE General Electric filed as GE AEROSPACE 1.55% 102,820 $26.5M Add +8418.6%
UNP Union Pacific Corp. 1.35% 99,615 $22.9M Add +5.5%
BF.B Brown-Forman Corp. Class B 0.91% 573,863 $15.4M Add +5.3%
JNPR Juniper Networks Inc. 0.77% 328,528 $13.1M Reduce -2.3%
UNH Unitedhealth Group Inc. 0.38% 20,585 $6.4M Add +1252.5%
AAPL Apple Inc. 0.37% 30,981 $6.4M Reduce -0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.32% 43,478 $5.4M Reduce -0.6%
IJH iShares Core S&P Midcap ETF 0.27% 72,825 $4.5M No change
GOOGL Alphabet Inc. Class A 0.23% 22,557 $4.0M Add +3.8%
AMZN Amazon.com Inc. 0.21% 16,286 $3.6M Add +0.6%
JPM JPMorgan Chase & Co. 0.17% 9,844 $2.9M Add +0.9%
HD Home Depot Inc. 0.16% 7,610 $2.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 3,376 $2.1M Reduce -2.9%
WBA Walgreens Boots Alliance Inc. 0.12% 177,000 $2.0M No change
AMGN Amgen Inc. 0.11% 6,657 $1.9M Add +35.1%
NVDA Nvidia Corp. 0.09% 9,658 $1.5M Add +2.0%
VOO Vanguard S&P 500 ETF 0.08% 2,454 $1.4M Reduce -0.9%
BF.A Brown-Forman Corp. Class A 0.07% 45,785 $1.3M Reduce -1.0%
LLY Eli Lilly & Co. 0.07% 1,576 $1.2M No change
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 9,190 $1.1M No change
WFC Wells Fargo & Co. 0.06% 13,007 $1.0M Add +37.6%
IJK iShares S&P Mid-Cap 400 Grow 0.06% 11,360 $1.0M No change
HCA HCA Healthcare Inc. 0.06% 2,669 $1.0M No change
XLK SS Technology Select Sector 0.06% 3,973 $1.0M Add +0.3%
MS Morgan Stanley 0.06% 7,024 $989K New
JNJ Johnson & Johnson 0.05% 5,756 $879K Add +108.8%
COF Capital One Financial Corp. 0.05% 4,076 $867K New
KO The Coca-Cola Co. 0.05% 11,670 $826K Reduce -0.4%
HDB HDFC Bank Ltd.-ADR 0.04% 10,000 $767K New
PM Philip Morris International 0.04% 4,205 $766K New
IJR iShares Core S&P Small-Cap E 0.04% 6,670 $729K No change
VLO Valero Energy Corp. 0.04% 5,394 $725K Add +68.9%
META Meta Platforms Inc. Class A 0.03% 802 $592K Add +43.7%
BKNG Booking Holdings Inc. 0.03% 101 $585K No change
XOM Exxon Mobil Corp. 0.03% 5,402 $582K No change
ITW Illinois Tool Works 0.03% 2,318 $573K New
YUM Yum! Brands Inc. 0.03% 3,700 $548K New
MRK Merck & Co. Inc. 0.03% 6,885 $545K No change
XLC SS Comm Select Sector SPDR 0.03% 5,000 $543K No change
TSLA Tesla Inc. 0.03% 1,689 $537K Add +1.5%
BLK BlackRock Inc. 0.03% 502 $527K No change
ABBV Abbvie Inc. 0.03% 2,762 $513K New
CVX Chevron Corp. 0.03% 3,512 $503K Add +50.0%
PG The Procter & Gamble Co. 0.03% 3,125 $498K No change
DEO Diageo PLC-Sponsored ADR 0.03% 4,927 $497K Add +68.2%
LRCX Lam Research Corp. 0.03% 5,043 $491K Add +15.4%
HACK Amplify Cybersecurity ETF 0.03% 5,590 $483K No change
QQQ Invesco QQQ Trust Series 1 0.03% 857 $473K Add +0.6%
HON Honeywell International Inc. 0.03% 2,000 $466K No change
CSCO Cisco Systems Inc. 0.03% 6,528 $453K No change
ABT Abbott Laboratories 0.03% 3,227 $439K Add +59.2%
PWR Quanta Services Inc. 0.02% 996 $377K No change
NEE Nextera Energy Inc. 0.02% 5,300 $368K No change
PANW Palo Alto Networks Inc. 0.02% 1,796 $368K No change
FDN First Trust DJ Internet Ind 0.02% 1,340 $361K No change
BX Blackstone Inc. 0.02% 2,401 $359K Add +20.1%
EPD Enterprise Products Partners 0.02% 11,500 $357K No change
MCD McDonald's Corp. 0.02% 1,218 $356K No change
STEW SRH Total Return Fund Inc. 0.02% 19,710 $348K Add +2.9%
ENB Enbridge Inc. 0.02% 7,685 $348K New
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 792 $347K No change
TXRH Texas Roadhouse Inc. 0.02% 1,850 $347K No change
QQQM Invesco Nasdaq 100 ETF 0.02% 1,489 $338K New
VIG Vanguard Dividend Apprec ETF 0.02% 1,651 $338K No change
AFL Aflac Inc. 0.02% 3,000 $316K New
PB Prosperity Bancshares Inc. 0.02% 4,378 $308K No change
DUK Duke Energy Corp. 0.02% 2,590 $306K New
CNQ Canadian Natural Resources 0.02% 9,400 $295K No change
MPWR Monolithic Power Systems Inc. 0.02% 400 $293K No change
TEL Te Connectivity PLC 0.02% 1,638 $276K No change
FLEX Flex Ltd. 0.02% 5,405 $270K New
SRE Sempra 0.02% 3,453 $262K New
IVE iShares S&P 500 Value ETF 0.02% 1,332 $260K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.02% 590 $260K No change
ICE Intercontinental Exchange Inc. 0.01% 1,376 $252K No change
T AT&T Inc. 0.01% 8,430 $244K Reduce -27.8%
CFR Cullen/Frost Bankers Inc. 0.01% 1,863 $239K No change
PFE Pfizer Inc. 0.01% 9,795 $237K No change
PLTR Palantir Technologies Inc. Class A 0.01% 1,700 $232K New
CELH Celsius Holdings Inc. 0.01% 4,932 $229K Reduce -49.9%
AVGO Broadcom Inc. 0.01% 814 $224K New
WDC Western Digital Corp. 0.01% 3,500 $224K New
VYM Vanguard High DVD Yield ETF 0.01% 1,659 $221K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 1,731 $215K New
RSG Republic Services Inc. 0.01% 850 $210K No change
TMO Thermo Fisher Scientific Inc. 0.01% 516 $209K No change
SCHW Schwab (charles) Corp. 0.01% 2,219 $202K New
MX Magnachip Semiconductor Corp. 0.01% 28,920 $115K Reduce -3.3%

Portfolio Sells Q1 2025 → Q2 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.1% 10.83% −2.51
SPGI S&P Global Inc. Reduce -8.3% 3.20% −0.54
V Visa Inc. Class A Reduce -0.1% 4.57% −0.45
PAYC Paycom Software Inc. Reduce -7.4% 3.30% −0.44
ROST Ross Stores Inc. Reduce -1.1% 3.15% −0.40
MNST Monster Beverage Corp. Reduce -5.7% 3.71% −0.37
AZO AutoZone Inc. Reduce -4.0% 1.91% −0.36
MA Mastercard Inc. Class A Reduce -0.1% 3.17% −0.27
AAPL Apple Inc. Reduce -0.8% 0.37% −0.08
TJX TJX Companies Inc. Reduce -0.6% 0.32% −0.03
BF.A Brown-Forman Corp. Class A Reduce -1.0% 0.07% −0.03
JNPR Juniper Networks Inc. Reduce -2.3% 0.77% −0.02
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.02
ALL Allstate Corp. Sold out 0.00% −0.01
CELH Celsius Holdings Inc. Reduce -49.9% 0.01% −0.01
T AT&T Inc. Reduce -27.8% 0.01% −0.01
KO The Coca-Cola Co. Reduce -0.4% 0.05% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.9% 0.12% −0.00
VOO Vanguard S&P 500 ETF Reduce -0.9% 0.08% −0.00
MX Magnachip Semiconductor Corp. Reduce -3.3% 0.01% +0.00
BAM Brookfield Asset Mgmt-A Reduce -0.9% 1.57% +0.03
PYPL PayPal Holdings Inc. Reduce -1.5% 3.35% +0.03
GOOG Alphabet Inc. Class C Reduce -0.8% 7.55% +0.10
BN Brookfield Corp. Reduce -2.8% 5.19% +0.16
INTU Intuit Inc. Reduce -7.2% 2.87% +0.19
MSFT Microsoft Corp. Reduce -3.7% 6.74% +0.87

Portfolio Buys Q1 2025 → Q2 2025
GE General Electric Add +8418.6% 1.55% +1.54
ANET Arista Networks Inc. Add +2.0% 5.86% +1.02
DG Dollar General Corp. Add +5.8% 3.93% +0.76
BA The Boeing Co. Add +19.9% 2.77% +0.68
UNH Unitedhealth Group Inc. Add +1252.5% 0.38% +0.33
NKE Nike Inc. Class B Add +11.3% 2.79% +0.30
NXPI NXP Semiconductors NV Add +2.3% 2.60% +0.14
MS Morgan Stanley New 0.06% +0.06
COF Capital One Financial Corp. New 0.05% +0.05
HDB HDFC Bank Ltd.-ADR New 0.04% +0.04
PM Philip Morris International New 0.04% +0.04
ITW Illinois Tool Works New 0.03% +0.03
YUM Yum! Brands Inc. New 0.03% +0.03
ABBV Abbvie Inc. New 0.03% +0.03
NVDA Nvidia Corp. Add +2.0% 0.09% +0.02
JNJ Johnson & Johnson Add +108.8% 0.05% +0.02
ENB Enbridge Inc. New 0.02% +0.02
QQQM Invesco Nasdaq 100 ETF New 0.02% +0.02
AFL Aflac Inc. New 0.02% +0.02
DUK Duke Energy Corp. New 0.02% +0.02
WFC Wells Fargo & Co. Add +37.6% 0.06% +0.02
FLEX Flex Ltd. New 0.02% +0.02
SRE Sempra New 0.02% +0.02
VLO Valero Energy Corp. Add +68.9% 0.04% +0.01
GOOGL Alphabet Inc. Class A Add +3.8% 0.23% +0.01
META Meta Platforms Inc. Class A Add +43.7% 0.03% +0.01
PLTR Palantir Technologies Inc. Class A New 0.01% +0.01
AVGO Broadcom Inc. New 0.01% +0.01
WDC Western Digital Corp. New 0.01% +0.01
DIS The Walt Disney Co. New 0.01% +0.01
SCHW Schwab (charles) Corp. New 0.01% +0.01
JPM JPMorgan Chase & Co. Add +0.9% 0.17% +0.01
DEO Diageo PLC-Sponsored ADR Add +68.2% 0.03% +0.01
AMGN Amgen Inc. Add +35.1% 0.11% +0.01
AMZN Amazon.com Inc. Add +0.6% 0.21% +0.01
ABT Abbott Laboratories Add +59.2% 0.03% +0.01
LRCX Lam Research Corp. Add +15.4% 0.03% +0.01
XLK SS Technology Select Sector Add +0.3% 0.06% +0.01
CVX Chevron Corp. Add +50.0% 0.03% +0.00
TSLA Tesla Inc. Add +1.5% 0.03% +0.00
BX Blackstone Inc. Add +20.1% 0.02% +0.00
QQQ Invesco QQQ Trust Series 1 Add +0.6% 0.03% +0.00
STEW SRH Total Return Fund Inc. Add +2.9% 0.02% −0.00
MKL Markel Group Inc. Add +0.6% 3.11% −0.11
UNP Union Pacific Corp. Add +5.5% 1.35% −0.11
ADBE Adobe Inc. Add +5.1% 2.84% −0.14
QCOM Qualcomm Inc. Add +2.2% 3.35% −0.16
BF.B Brown-Forman Corp. Class B Add +5.3% 0.91% −0.30
ACN Accenture PLC Class A Add +2.6% 2.40% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 121$1.7BBRK.B, GOOG, ANET, MSFT, BN
Q1 2026 109$1.6BGOOG, BRK.B, ANET, ROST, BN
Q4 2025 110$1.9BGOOG, BRK.B, ANET, MSFT, BN
Q3 2025 106$1.8BBRK.B, GOOG, ANET, MSFT, BN
Q2 2025 111$1.7BBRK.B, GOOG, MSFT, ANET, BN
Q1 2025 95$1.5BBRK.B, GOOG, MSFT, BN, V
Q4 2024 91$1.6BBRK.B, GOOG, ANET, MSFT, BN
Q3 2024 94$1.6BBRK.B, GOOG, MSFT, ANET, BN
Q2 2024 83$1.4BBRK.B, GOOG, MSFT, ANET, QCOM
Q1 2024 98$1.4BBRK.B, GOOG, MSFT, ANET, ROST