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.
SCHARF INVESTMENTS, LLC (CIK 1463746) reported $3.24B across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PZINX ($244.4M, 7.53%), OXY ($233.0M, 7.18%), MCK ($191.8M, 5.91%), UNP ($145.6M, 4.49%), FNV ($137.6M, 4.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PZINX | ADVISORS SER TR | $244.4M | 7.53% | 4.6M | Trimmed |
| 2 | OXY | OCCIDENTAL PETE CORP | $233.0M | 7.18% | 3.6M | Added |
| 3 | MCK | MCKESSON CORP | $191.8M | 5.91% | 221,582 | Trimmed |
| 4 | UNP | UNION PAC CORP | $145.6M | 4.49% | 599,899 | Trimmed |
| 5 | FNV | FRANCO NEV CORP | $137.6M | 4.24% | 557,135 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $127.1M | 3.92% | 343,477 | Trimmed |
| 7 | MKL | MARKEL GROUP INC | $117.1M | 3.61% | 61,142 | Trimmed |
| 8 | META | META PLATFORMS INC | $116.4M | 3.59% | 203,367 | Added |
| 9 | PZINX | ADVISORS SER TR | $115.5M | 3.56% | 2.8M | Added |
| 10 | BN | BROOKFIELD CORP | $111.6M | 3.44% | 2.8M | Trimmed |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.8M | 3.42% | 231,257 | Trimmed |
| 12 | V | VISA INC | $110.6M | 3.41% | 365,861 | Trimmed |
| 13 | ZTS | ZOETIS INC | $99.0M | 3.05% | 837,314 | Added |
| 14 | CME | CME GROUP INC | $96.1M | 2.96% | 325,461 | Trimmed |
| 15 | NVS | NOVARTIS AG | $90.0M | 2.77% | 589,232 | Trimmed |
| 16 | OTIS | OTIS WORLDWIDE CORP | $89.9M | 2.77% | 1.2M | Added |
| 17 | CB | CHUBB LTD SWITZ | $88.2M | 2.72% | 270,629 | Trimmed |
| 18 | HSY | HERSHEY CO | $86.9M | 2.68% | 418,116 | Trimmed |
| 19 | A | AGILENT TECHNOLOGIES INC | $86.6M | 2.67% | 759,802 | Added |
| 20 | AON | AON PLC | $82.3M | 2.54% | 254,941 | Added |
| 21 | ADBE | ADOBE INC | $79.2M | 2.44% | 325,802 | Added |
| 22 | MMC | MARSH & MCLENNAN COS INC | $77.9M | 2.40% | 449,343 | Added |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $65.1M | 2.01% | 132,395 | Trimmed |
| 24 | DIS | DISNEY WALT CO | $64.8M | 2.00% | 672,472 | Trimmed |
| 25 | BIL | SPDR SERIES TRUST | $59.4M | 1.83% | 648,714 | Added |
Source: SEC Form 13F filings · as of 2026-03-31