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Portfolio (Quarterly) Guide ↗

Sather Financial Group Inc

· CIK 0001568540
13F Portfolio $1.7B AUM 154 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 47 Added 24 Reduced 9 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 1,516.0 $288K 0.02% -9.0 -0.6% $189.73 +11.4%
22 LLY ELI LILLY & CO Healthcare 235.0 $282K 0.02% -42.0 -15.2% $1199.43 -0.1%
23 VYM VANGUARD WHITEHALL FDS 1,592.0 $252K 0.01% -212.0 -11.8% $158.03 +4.4%
24 SCHW SCHWAB CHARLES CORP Financial Services 2,351.0 $217K 0.01% -667.0 -22.1% $92.27 +18.3%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.4%
Financial Services 23.7%
Industrials 14.3%
Consumer Defensive 13.0%
Consumer Cyclical 7.1%
Healthcare 1.2%
Communication Services 0.7%
Energy 0.4%
Utilities 0.1%
Basic Materials 0.0%