Sather Financial Group Inc. has filed its Form 13F-HR, disclosing the firm’s equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm’s address as 120 E. Constitution St in Victoria, Texas, and identifies David Scott Sather as the CEO and Chief Compliance Officer responsible for the report.
The filing details a portfolio consisting of 163 individual equity positions. The largest holding in the portfolio is Microsoft Corporation, with 248,727 shares. Other significant positions include Visa Inc. Class A with 221,500 shares, UnitedHealth Group Inc. with 21,014 shares, and Ross Stores Inc. with 136,257 shares.
The portfolio is diversified across various sectors. Technology holdings include NVIDIA Corporation (5,132 shares), Broadcom Inc. (2,080 shares), and Eli Lilly & Co. (164 shares). Financial sector exposure is represented by JPMorgan Chase & Co. (7,177 shares), Wells Fargo & Co. (13,581 shares), and Berkshire Hathaway Inc. Class B (396,895 shares). Consumer staples are represented by Procter & Gamble Co. (2,232 shares), and consumer discretionary stocks include McDonald’s Corporation (1,294 shares) and Tesla Inc. (1,597 shares).
The filing also includes a list of investment advisers associated with the firm, including Atalanta Sosnoff Capital, LLC, Giverny Capital Inc., and Semper Augustus Investments Group LLC.
