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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDN FIRST TR EXCHANGE-TRADED FD 1,340.0 $355K 0.02% $264.72 +8.5%
82 AFL AFLAC INC Financial Services 3,000.0 $352K 0.02% $117.25 +0.1%
83 STEW SRH TOTAL RETURN FUND INC Financial Services 19,159.0 $343K 0.02% $17.90 +3.8%
84 VFH VANGUARD WORLD FD 2,567.0 $338K 0.02% NEW $131.60 +8.3%
85 VUG VANGUARD INDEX FDS 3,918.0 $337K 0.02% +3K +500.0% $86.14 +1.2%
86 PG PROCTER & GAMBLE CO Consumer Defensive 2,258.0 $331K 0.02% +375.0 +19.9% $146.64 -1.3%
87 PSX PHILLIPS 66 Energy 1,955.0 $330K 0.02% +330.0 +20.3% $169.05 +43.7%
88 PB PROSPERITY BANCSHARES INC Financial Services 4,438.0 $324K 0.02% -40.0 -0.9% $73.03 +0.3%
89 SRE SEMPRA Utilities 3,453.0 $320K 0.02% -258.0 -7.0% $92.71 -8.2%
90 MU MICRON TECHNOLOGY INC Technology 275.0 $318K 0.02% NEW $1155.40 -18.7%
91 MPC MARATHON PETE CORP Energy 1,221.0 $312K 0.02% +169.0 +16.1% $255.67 +42.0%
92 ABT ABBOTT LABORATORIES Healthcare 3,406.0 $309K 0.02% +87.0 +2.6% $90.73 +26.7%
93 DAL DELTA AIR LINES INC Industrials 3,232.0 $303K 0.02% NEW $93.66 -10.8%
94 RBC RBC BEARINGS INC Industrials 456.0 $294K 0.02% $644.06 -20.3%
95 QTEC FIRST TR EXCHANGE-TRADED FD 875.0 $293K 0.02% NEW $334.69 -7.0%
96 RTX RTX CORPORATION Industrials 1,516.0 $288K 0.02% -9.0 -0.6% $189.73 +12.2%
97 LLY ELI LILLY & CO Healthcare 235.0 $282K 0.02% -42.0 -15.2% $1199.43 -1.0%
98 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 578.0 $276K 0.02% NEW $477.57 -12.8%
99 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 280.0 $262K 0.01% +32.0 +12.9% $935.47 +2.5%
100 XLY SELECT SECTOR SPDR TR 2,161.0 $253K 0.01% NEW $117.28 -0.3%
Page 5 of 7  ·  121 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%