Sather Financial Group Inc has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $164M, Alphabet Inc. with a value of $148M, Microsoft Corp with a value of $114M, Arista Networks, Inc. with a value of $99M, and Qualcomm Inc with a value of $68.3M.
Examining the 13F form we can see an increase of $48.3M in the current position value, from $1.3B to 1.35B.
Below you can find more details about Sather Financial Group Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
Technology: $519 Million
Financial Services: $403 Million
Communication Services: $153 Million
Consumer Cyclical: $135 Million
Consumer Defensive: $89.4 Million
Industrials: $21.8 Million
ETFs: $15.7 Million
Healthcare: $5.9 Million
Other: $1.44 Million
Stock Holdings Table Market Cap. of $200 Billions or more