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| Sather Financial Group Inc
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| CRD # | 109344 |
| SEC # | 801-57925 |
| CIK # | 0001568540 |
| AUM | 2,267.1 M (2026-01-26) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 361-570-1800 |
| Address | 120 E Constitution St Victoria, TX 77901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001568540 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 186.1 | ||
| Arista Networks Inc | 104.1 | ||
| Ross Stores Inc | 87.3 | ||
| Brookfield Asset Management Inc | 86.1 | ||
| Microsoft Corp | 85.8 | ||
| Hansen Natural Corp | 71.8 | ||
| Dollar General Corp | 68.7 | ||
| Visa Inc | 67.7 | ||
| Markel Corp | 52.7 | ||
| Boeing Co | 50.5 | ||
| Mastercard Inc | 49.5 | ||
| Qualcomm Inc/DE | 47.7 | ||
| Nike Inc | 44.7 | ||
| Adobe Systems Inc | 43.7 | ||
| NXP Semiconductors NV | 40.4 | ||
| Accenture PLC | 39.4 | ||
| Paycom Software Inc | 37.8 | ||
| McGraw-Hill Companies Inc | 32.4 | ||
| General Electric Co | 31.4 | ||
| Intuit Inc | 27.7 | ||
| Union Pacific Corp | 25.7 | ||
| Brookfield Asset Management Ltd | 25.4 | ||
| Quanta Services Inc | 16.2 | ||
| Alphabet Inc | 6.6 | ||
| TJX Companies Inc /DE/ | 6.5 | ||
| Apple Inc | 6.2 | ||
| UnitedHealth Group Inc | 5.7 | ||
| Amazon Com Inc | 3.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 0.1 |
| (b) Individuals (high net worth individuals) | 247 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 18 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,506 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,504 | 2.3 |
| Non-Discretionary | 2 | 0.0 |
| Total | 1,506 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,506 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001568540] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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The Forum Finance Group Sa
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2,208.0 M |