Sather Financial Group Inc

data from 30/09/2025

Capitalization

$ 1.840 B 8.09 %

Average holding period

14 ans

Performance

$ 1.034 B 48 142.18 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sather Financial Group Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 10.42% 191.684 M $ 381278 2012/12/31 6.444 M $ 3.49 %
2025/09/30 GOOG ALPHABET INC 9.46% 174.119 M $ 714919 2018/03/31 47.923 M $ 37.30 %
2025/09/30 ANET ARISTA NETWORKS INC 7.37% 135.692 M $ 931247 2024/12/31 42.337 M $ 42.42 %
2025/09/30 MSFT MICROSOFT CORP 6.47% 119.151 M $ 230043 2012/12/31 4.739 M $ 4.13 %
2025/09/30 BN BROOKFIELD CORP 5.31% 97.730 M $ 1425054 2022/12/31 -23.048 M $ -26.08 %
2025/09/30 V VISA INC 4.11% 75.596 M $ 221443 2019/12/31 -2.998 M $ -3.85 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 3.70% 68.134 M $ 1012237 2022/03/31 4.711 M $ 7.46 %
2025/09/30 ROST ROSS STORES INC 3.48% 64.117 M $ 420740 2017/09/30 10.433 M $ 19.45 %
2025/09/30 DG DOLLAR GEN CORP NEW 3.34% 61.408 M $ 594176 2018/06/30 -6.446 M $ -9.64 %
2025/09/30 QCOM QUALCOMM INC 3.26% 60.014 M $ 360746 2015/06/30 2.543 M $ 4.46 %
2025/09/30 MA MASTERCARD INCORPORATED 2.96% 54.521 M $ 95851 2012/12/31 658.750 K $ 1.22 %
2025/09/30 ADBE ADOBE INC 2.95% 54.213 M $ 153688 2019/09/30 -4.269 M $ -8.82 %
2025/09/30 MKL MARKEL GROUP INC 2.88% 53.048 M $ 27754 2014/06/30 -2.278 M $ -4.31 %
2025/09/30 PYPL PAYPAL HLDGS INC 2.84% 52.332 M $ 780377 2022/12/31 -5.568 M $ -9.77 %
2025/09/30 PAYC PAYCOM SOFTWARE INC 2.83% 52.034 M $ 249995 2024/06/30 -5.640 M $ -10.05 %
2025/09/30 NKE NIKE INC 2.80% 51.591 M $ 739873 2017/06/30 -876.993 K $ -1.84 %
2025/09/30 BA BOEING CO 2.77% 50.958 M $ 236104 2024/12/31 1.418 M $ 3.01 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 2.55% 46.861 M $ 205774 2016/12/31 1.869 M $ 4.23 %
2025/09/30 IHF ISHARES TR 2.30% 42.377 M $ 858012 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACN ACCENTURE PLC IRELAND 2.27% 41.761 M $ 169347 2012/12/31 -7.141 M $ -17.49 %
2025/09/30 INTU INTUIT 2.26% 41.612 M $ 60934 2020/12/31 -6.500 M $ -13.30 %
2025/09/30 SPGI S&P GLOBAL INC 2.08% 38.313 M $ 78719 2022/03/31 -4.197 M $ -7.70 %
2025/09/30 GE GE AEROSPACE 1.75% 32.244 M $ 107188 2025/03/31 4.465 M $ 16.87 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 1.50% 27.591 M $ 484556 2022/12/31 802.405 K $ 3.00 %
2025/09/30 AZO AUTOZONE INC 1.42% 26.158 M $ 6097 2020/12/31 5.053 M $ 15.57 %
2025/09/30 UNP UNION PAC CORP 1.32% 24.380 M $ 103144 2015/06/30 626.578 K $ 2.73 %
2025/09/30 K KELLANOVA 0.86% 15.865 M $ 193433 2025/09/30 0.000 $ 0.00 %
2025/09/30 BF-B BROWN FORMAN CORP 0.72% 13.264 M $ 489802 2018/12/31 97.556 K $ 0.63 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.40% 7.277 M $ 21075 2021/09/30 686.098 K $ 10.68 %
2025/09/30 TJX TJX COS INC NEW 0.34% 6.194 M $ 42850 2012/12/31 915.211 K $ 17.05 %
2025/09/30 AAPL APPLE INC 0.33% 6.091 M $ 23919 2017/06/30 1.532 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 0.31% 5.659 M $ 23278 2019/06/30 1.508 M $ 37.94 %
2025/09/30 AMZN AMAZON COM INC 0.21% 3.916 M $ 17833 2019/12/31 2.931 K $ 0.08 %
2025/09/30 HD HOME DEPOT INC 0.17% 3.072 M $ 7581 2017/06/30 293.365 K $ 10.51 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.13% 2.327 M $ 7376 2021/06/30 251.218 K $ 8.80 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.12% 2.256 M $ 3386 2020/03/31 163.162 K $ 7.82 %
2025/09/30 AMGN AMGEN INC 0.10% 1.904 M $ 6746 2022/03/31 19.904 K $ 1.07 %
2025/09/30 NVDA NVIDIA CORPORATION 0.09% 1.626 M $ 8716 2023/06/30 276.122 K $ 18.10 %
2025/09/30 VOO VANGUARD INDEX FDS 0.09% 1.576 M $ 2574 2020/09/30 108.834 K $ 7.81 %
2025/09/30 BF-A BROWN FORMAN CORP 0.07% 1.248 M $ 46387 2020/12/31 -25.639 K $ -2.04 %
2025/09/30 MS MORGAN STANLEY 0.07% 1.219 M $ 7671 2025/06/30 127.134 K $ 12.85 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.07% 1.201 M $ 4262 2022/12/31 113.746 K $ 11.31 %
2025/09/30 HCA HCA HEALTHCARE INC 0.06% 1.138 M $ 2669 2025/03/31 115.033 K $ 11.25 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.06% 1.123 M $ 6054 2015/06/30 188.048 K $ 21.39 %
2025/09/30 WFC WELLS FARGO CO NEW 0.06% 1.103 M $ 13160 2022/03/31 48.125 K $ 4.62 %
2025/09/30 VLO VALERO ENERGY CORP 0.05% 938.303 K $ 5511 2024/09/30 193.320 K $ 26.66 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.05% 866.476 K $ 4076 2025/06/30 -733.000 $ -0.08 %
2025/09/30 TSLA TESLA INC 0.04% 784.486 K $ 1764 2023/06/30 214.604 K $ 40.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.04% 750.986 K $ 4630 2025/06/30 -83.805 K $ -10.94 %
2025/09/30 AVGO BROADCOM INC 0.04% 729.431 K $ 2211 2025/06/30 44.167 K $ 19.68 %
2025/09/30 KO COCA COLA CO 0.04% 729.321 K $ 10997 2022/03/31 -51.698 K $ -6.26 %
2025/09/30 ABBV ABBVIE INC 0.04% 716.384 K $ 3094 2025/06/30 126.831 K $ 24.74 %
2025/09/30 HDB HDFC BANK LTD 0.04% 704.652 K $ 20628 2025/06/30 -425.100 K $ -55.45 %
2025/09/30 META META PLATFORMS INC 0.04% 651.395 K $ 887 2023/06/30 -2.975 K $ -0.50 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.04% 649.733 K $ 5489 2022/12/31 49.200 K $ 9.07 %
2025/09/30 CVX CHEVRON CORP NEW 0.04% 643.832 K $ 4146 2015/09/30 42.495 K $ 8.45 %
2025/09/30 XOM EXXON MOBIL CORP 0.03% 603.597 K $ 5353 2012/12/31 26.739 K $ 4.59 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.03% 578.366 K $ 2218 2025/06/30 31.316 K $ 5.46 %
2025/09/30 YUM YUM BRANDS INC 0.03% 562.400 K $ 3700 2025/06/30 14.133 K $ 2.58 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.03% 532.090 K $ 3463 2021/03/31 -17.718 K $ -3.56 %
2025/09/30 QQQ INVESCO QQQ TR 0.03% 519.920 K $ 866 2024/09/30 41.761 K $ 8.83 %
2025/09/30 HACK AMPLIFY ETF TR 0.03% 485.212 K $ 5590 2024/09/30 2.403 K $ 0.50 %
2025/09/30 ABT ABBOTT LABS 0.02% 444.547 K $ 3319 2022/03/31 -6.679 K $ -1.52 %
2025/09/30 ENB ENBRIDGE INC 0.02% 432.493 K $ 8571 2025/06/30 39.500 K $ 11.34 %
2025/09/30 HON HONEYWELL INTL INC 0.02% 421.000 K $ 2000 2022/03/31 -44.759 K $ -9.61 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.02% 420.930 K $ 3506 2025/06/30 196.245 K $ 87.62 %
2025/09/30 PWR QUANTA SVCS INC 0.02% 412.762 K $ 996 2023/12/31 36.194 K $ 9.61 %
2025/09/30 NEE NEXTERA ENERGY INC 0.02% 404.777 K $ 5362 2022/03/31 32.170 K $ 8.74 %
2025/09/30 MCD MCDONALDS CORP 0.02% 402.556 K $ 1325 2020/09/30 14.274 K $ 4.01 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.02% 389.321 K $ 1912 2022/03/31 -1.831 K $ -0.50 %
2025/09/30 MRK MERCK & CO INC 0.02% 387.505 K $ 4617 2021/03/31 32.841 K $ 6.03 %
2025/09/30 VUG VANGUARD INDEX FDS 0.02% 377.933 K $ 788 2023/12/31 32.638 K $ 9.40 %
2025/09/30 FDN FIRST TR EXCHANGE-TRADED FD 0.02% 374.986 K $ 1340 2024/09/30 14.083 K $ 3.90 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 0.02% 368.256 K $ 400 2024/09/30 75.704 K $ 25.88 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.02% 359.605 K $ 11500 2025/03/31 2.989 K $ 0.84 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.02% 356.269 K $ 1651 2023/12/31 18.359 K $ 5.43 %
2025/09/30 SRH TOTAL RETURN FUND INC 0.02% 347.927 K $ 19159 2024/09/30 9.460 K $ 2.71 %
2025/09/30 TXRH TEXAS ROADHOUSE INC 0.02% 336.620 K $ 2026 2024/09/30 -39.330 K $ -11.34 %
2025/09/30 AFL AFLAC INC 0.02% 335.100 K $ 3000 2025/06/30 18.720 K $ 5.92 %
2025/09/30 SRE SEMPRA 0.02% 333.916 K $ 3711 2025/06/30 49.067 K $ 18.75 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.02% 332.393 K $ 2686 2025/06/30 14.892 K $ 4.87 %
2025/09/30 CNQ CANADIAN NAT RES LTD 0.02% 300.424 K $ 9400 2024/09/30 5.264 K $ 1.78 %
2025/09/30 DEO DIAGEO PLC 0.02% 295.165 K $ 3093 2020/09/30 -26.655 K $ -5.36 %
2025/09/30 PB PROSPERITY BANCSHARES INC 0.02% 290.480 K $ 4378 2017/09/30 -17.030 K $ -5.54 %
2025/09/30 CELH CELSIUS HLDGS INC 0.02% 283.541 K $ 4932 2025/03/31 54.745 K $ 23.93 %
2025/09/30 IEI ISHARES TR 0.02% 282.283 K $ 2362 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVE ISHARES TR 0.01% 275.071 K $ 1332 2024/03/31 14.771 K $ 5.68 %
2025/09/30 PFE PFIZER INC 0.01% 274.114 K $ 10758 2022/03/31 12.145 K $ 5.12 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.01% 273.607 K $ 590 2025/03/31 13.623 K $ 5.24 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.01% 263.717 K $ 1871 2024/12/31 12.674 K $ 5.73 %
2025/09/30 RTX RTX CORPORATION 0.01% 255.513 K $ 1527 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.01% 252.613 K $ 2646 2025/06/30 9.386 K $ 4.64 %
2025/09/30 T AT&T INC 0.01% 250.499 K $ 8870 2018/03/31 -5.901 K $ -2.42 %
2025/09/30 CFR CULLEN FROST BANKERS INC 0.01% 241.117 K $ 1902 2020/12/31 -3.297 K $ -1.38 %
2025/09/30 WMT WALMART INC 0.01% 235.904 K $ 2289 2025/09/30 0.000 $ 0.00 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.01% 231.828 K $ 1376 2024/09/30 -20.626 K $ -8.17 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.01% 226.164 K $ 284 2025/09/30 0.000 $ 0.00 %
2025/09/30 PSX PHILLIPS 66 0.01% 221.033 K $ 1625 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWF ISHARES TR 0.01% 220.621 K $ 471 2025/09/30 0.000 $ 0.00 %
2025/09/30 RSG REPUBLIC SVCS INC 0.01% 218.006 K $ 950 2025/03/31 -14.560 K $ -6.95 %