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CIK: 0001463746
Total reported value
$3.0B
$3.0B
69 檔
36.2%
As reported in its official Q1 2025 Form 13F filing, Scharf Investments, LLC's tracked investment portfolio stood at $3.0B with 69 total positions.
In Q1 2025, Scharf Investments, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | Stock-Healthcare | 7.75% | -2.15% | -2.28% | |
| 2 | FISV | Fiserv Inc | Stock-Other | 7.49% | -0.02% | EXIT | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.07% | -0.47% | -2.25% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 5.58% | +0.21% | -14.34% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.26% | +0.40% | -2.56% | |
| 6 | MKL | Markel Group Inc | Stock-Financials | 5.02% | +0.30% | -6.71% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.73% | -0.05% | -1.86% | |
| 8 | APD | Air Products & Chemicals Inc | Stock-Materials | 4.55% | — | -1.47% | |
| 9 | OXY | Occidental Petroleum CORP | Stock-Energy | 4.42% | -2.07% | +20.41% | |
| 10 | CNC | Centene CORP | Stock-Healthcare | 4.40% | +1.77% | +20.29% | |
| 11 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 4.24% | -1.16% | +4.60% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 4.02% | +0.38% | +4.87% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 3.56% | — | -7.79% | |
| 14 | CME | Cme Group Inc | Stock-Financials | 3.55% | -0.85% | -1.92% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.23% | -0.01% | -3.08% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.05% | -0.93% | +340.36% | |
| 17 | AON | Aon plc | Stock-Financials | 2.78% | -0.06% | -2.48% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.62% | -0.32% | -1.79% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.41% | -1.70% | -15.72% | |
| 20 | DCI | Donaldson Co Inc | Stock-Industrials | 2.23% | +0.01% | -14.42% | |
| 21 | SLB | Slb LTD | Stock-Energy | 2.09% | +0.01% | +20.54% | |
| 22 | SNN | Smith & Nephew PLC -spon Adr | Stock-Other | 1.78% | -0.01% | -21.09% | |
| 23 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 1.76% | +0.35% | -1.08% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.73% | -0.12% | -1.80% | |
| 25 | UHAL | U-haul Holding Co | Stock-Other | 1.21% | +0.42% | -3.85% | |
| 26 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.73% | — | -43.10% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.03% | -82.89% | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 0.33% | +0.11% | -84.38% | |
| 29 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.25% | — | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +1.23% | -1.53% | |
| 31 | POR | Portland General Electric Co | Stock-Utilities | 0.13% | — | +8.95% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.10% | -0.04% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.01% | -1.04% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.09% | +1.86% | -0.78% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.09% | — | -24.07% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.08% | — | -1.24% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.08% | -0.01% | -1.42% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.08% | — | -1.22% | |
| 39 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.08% | — | -1.12% | |
| 40 | GWW | Ww Grainger Inc | Stock-Industrials | 0.06% | +0.01% | -0.99% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.06% | -0.01% | -0.80% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.01% | -1.76% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | -0.42% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | — | +1.38% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.05% | -0.44% | +1.91% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.05% | — | — | |
| 47 | VVV | Valvoline Inc | Stock-Consumer Disc | 0.04% | — | -20.09% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.03% | +0.03% | NEW | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.03% | — | -4.63% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.03% | — | -0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | — | NEW | New buy |
| 2 | FISV | Fiserv Inc | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | BN | Brookfield CORP | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | MKL | Markel Group Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 9 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 10 | CNC | Centene CORP | — | NEW | New buy |
| 11 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 12 | UNP | Union Pacific CORP | — | NEW | New buy |
| 13 | ORCL | Oracle CORP | — | NEW | New buy |
| 14 | CME | Cme Group Inc | — | NEW | New buy |
| 15 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 17 | AON | Aon plc | — | NEW | New buy |
| 18 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 19 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 20 | DCI | Donaldson Co Inc | — | NEW | New buy |
| 21 | SLB | Slb LTD | — | NEW | New buy |
| 22 | SNN | Smith & Nephew PLC -spon Adr | — | NEW | New buy |
| 23 | UHAL-B | U-haul Holding Co-non Voting | — | NEW | New buy |
| 24 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 25 | UHAL | U-haul Holding Co | — | NEW | New buy |
| 26 | GNTX | Gentex CORP | — | NEW | New buy |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 28 | CVS | Cvs Health CORP | — | NEW | New buy |
| 29 | WBA | Walgreens Boots Alliance Inc | — | NEW | New buy |
| 30 | NVDA | Nvidia CORP | — | NEW | New buy |
| 31 | POR | Portland General Electric Co | — | NEW | New buy |
| 32 | INTU | Intuit Inc | — | NEW | New buy |
| 33 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 34 | SYK | Stryker CORP | — | NEW | New buy |
| 35 | AAPL | Apple Inc | — | NEW | New buy |
| 36 | CRM | Salesforce Inc | — | NEW | New buy |
| 37 | MA | Mastercard Inc - A | — | NEW | New buy |
| 38 | ACN | Accenture plc | — | NEW | New buy |
| 39 | SONY | Sony Group CORP - Sp Adr | — | NEW | New buy |
| 40 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 41 | ADP | Automatic Data Processing | — | NEW | New buy |
| 42 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 43 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 44 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 45 | ADBE | Adobe Inc | — | NEW | New buy |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 47 | VVV | Valvoline Inc | — | NEW | New buy |
| 48 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 49 | PGR | Progressive CORP | — | NEW | New buy |
| 50 | ETN | Eaton Corporation plc | — | NEW | New buy |
According to official SEC Form 13F filings, Scharf Investments, LLC reported a total U.S. public equity portfolio value of $3.0B across 69 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MCK, FISV, BRK-B) accounted for 36.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
MCK
市值: $256.4M
During Q1 2025, Scharf Investments, LLC's top holdings by market value included MCK (7.8%)、FISV (7.5%)、BRK-B (7.1%). The largest single position, MCK, represented 7.8% of total portfolio value.
In Q1 2025, Scharf Investments, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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