Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sather Financial Group Inc (CIK 1568540) reported $1.63B across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($186.1M, 11.44%), BRK/B ($184.3M, 11.33%), ANET ($104.1M, 6.40%), ROST ($87.3M, 5.37%), BN ($86.1M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $186.1M | 11.44% | 648,906 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.3M | 11.33% | 384,602 | Added |
| 3 | ANET | ARISTA NETWORKS INC | $104.1M | 6.40% | 847,692 | Trimmed |
| 4 | ROST | ROSS STORES INC | $87.3M | 5.37% | 402,878 | Trimmed |
| 5 | BN | BROOKFIELD CORP | $86.1M | 5.29% | 2.1M | Added |
| 6 | MSFT | MICROSOFT CORP | $85.8M | 5.27% | 231,692 | Added |
| 7 | MNST | MONSTER BEVERAGE CORP NEW | $71.8M | 4.41% | 990,713 | Trimmed |
| 8 | DG | DOLLAR GEN CORP | $68.7M | 4.22% | 578,703 | Trimmed |
| 9 | V | VISA INC | $67.7M | 4.16% | 224,032 | Added |
| 10 | MKL | MARKEL GROUP INC | $52.7M | 3.24% | 27,537 | Added |
| 11 | BA | BOEING CO | $50.5M | 3.10% | 253,665 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $49.5M | 3.05% | 99,122 | Added |
| 13 | QCOM | QUALCOMM INC | $47.7M | 2.93% | 370,122 | Added |
| 14 | NKE | NIKE INC | $44.7M | 2.75% | 845,405 | Added |
| 15 | ADBE | ADOBE INC | $43.7M | 2.69% | 179,839 | Added |
| 16 | IHF | ISHARES TR | $42.6M | 2.62% | 1.0M | Added |
| 17 | NXPI | NXP SEMICONDUCTORS N V | $40.4M | 2.48% | 205,237 | Added |
| 18 | ACN | ACCENTURE PLC IRELAND | $39.4M | 2.42% | 198,724 | Added |
| 19 | PAYC | PAYCOM SOFTWARE INC | $37.8M | 2.32% | 310,729 | Added |
| 20 | SPGI | S&P GLOBAL INC | $32.4M | 1.99% | 76,152 | Trimmed |
| 21 | GE | GE AEROSPACE | $31.4M | 1.93% | 110,689 | Added |
| 22 | INTU | INTUIT | $27.7M | 1.70% | 63,992 | Added |
| 23 | UNP | UNION PAC CORP | $25.7M | 1.58% | 105,916 | Added |
| 24 | BAM | BROOKFIELD ASSET MANAGMT LTD | $25.4M | 1.56% | 571,709 | Added |
| 25 | PWR | QUANTA SVCS INC | $16.2M | 1.00% | 29,497 | Added |
Source: SEC Form 13F filings · as of 2026-03-31