Scharf Investments, LLC Incresed Positions in Q2 2025

Scharf Investments, LLC

  • $3.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
232K
+ 5059.05%
$340.0 - $420.68 $79M - $97.8M
237K $91.7M
ORCL
Oracle Corp

Technology
41.5K
+ 4.93%
$122.82 - $218.63 $5.09M - $9.07M
883K $193M
MSFT
Microsoft Corp

Technology
28K
+ 6.7%
$354.56 - $497.45 $9.91M - $13.9M
445K $221M
UHAL
Amerco

Industrials
838K
+ 137.23%
$58.65 - $67.88 $49.2M - $56.9M
1.45M $87.8M
DIS
Walt Disney CO

Communication Services
262K
+ 45.28%
$81.72 - $124.01 $21.4M - $32.5M
840K $104M
NVS
Novartis Ag

Healthcare
3.81K
+ 0.3%
$101.96 - $121.01 $388K - $460K
1.26M $153M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.29K
+ 28.94%
$496.48 - $617.85 $4.12M - $5.12M
37K $22.8M
SNN
Smith & Nephew PLC

Healthcare
6.99K
+ 0.34%
$24.97 - $30.63 $175K - $214K
2.08M $63.8M
FISV
Fiserv Inc

Technology
33.3K
+ 2.97%
N/A
1.16M $145M
LMT
Lockheed Martin Corp

Industrials
69
+ 0.04%
$430.82 - $486.45 $29.7K - $33.6K
194K $90M
INTU
Intuit Inc

Technology
482
+ 8.75%
$544.07 - $787.63 $262K - $380K
5.99K $4.72M
META
Meta Platforms, Inc.

Communication Services
289
+ 8.55%
$484.66 - $738.09 $140K - $213K
3.67K $2.71M
GOOG
Alphabet Inc.

Communication Services
1.51K
+ 7.43%
$146.58 - $180.01 $221K - $271K
21.8K $3.87M
SYK
Stryker Corp

Healthcare
711
+ 8.9%
$337.37 - $395.63 $240K - $281K
8.7K $3.44M
GOOGL
Alphabet Inc.

Communication Services
1.08K
+ 8.58%
$144.7 - $178.6 $157K - $194K
13.7K $2.42M
ETN
Eaton Corp PLC

Industrials
299
+ 9.07%
$246.52 - $356.99 $73.7K - $107K
3.6K $1.28M
MA
Mastercard Inc

Financial Services
428
+ 8.83%
$479.92 - $590.74 $205K - $253K
5.27K $2.96M
GWW
W.W. Grainger, Inc.

Industrials
184
+ 8.76%
$919.93 - $1101.66 $169K - $203K
2.29K $2.38M
CRM
Salesforce, Inc.

Technology
883
+ 8.63%
$236.26 - $291.15 $209K - $257K
11.1K $3.03M
ADP
Automatic Data Processing Inc

Industrials
555
+ 8.27%
$276.76 - $326.81 $154K - $181K
7.27K $2.24M
ACN
Accenture PLC

Technology
711
+ 8.46%
$279.23 - $323.21 $199K - $230K
9.12K $2.73M
IWB
Ishares Tr Russell 1000 ETF

ETFs
129
+ 7.34%
$272.36 - $339.57 $35.1K - $43.8K
1.89K $640K
LLY
Eli Lilly & CO

Healthcare
210
+ 9.25%
$713.71 - $898.95 $150K - $189K
2.48K $1.93M
PGR
Progressive Corp

Financial Services
161
+ 4.86%
$255.27 - $288.74 $41.1K - $46.5K
3.48K $927K
OXY
Occidental Petroleum Corp

Energy
517K
+ 17.46%
$36.11 - $49.33 $18.7M - $25.5M
3.48M $146M
AAPL
Apple Inc.

Technology
536
+ 4.08%
$172.42 - $223.89 $92.4K - $120K
13.7K $2.8M
POR
Portland General Electric CO

Utilities
3K
+ 3.05%
$39.96 - $44.75 $120K - $134K
102K $4.12M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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