Scharf Investments, LLC Top Holdings and 13F Report (2025) About Scharf Investments, LLCInvestment ActivityScharf Investments, LLC has $3.47 billion in total holdings as of June 30, 2025.Scharf Investments, LLC owns shares of 66 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.90% of the portfolio was purchased this quarter.About 9.51% of the portfolio was sold this quarter.This quarter, Scharf Investments, LLC has purchased 69 new stocks and bought additional shares in 28 stocks.Scharf Investments, LLC sold shares of 20 stocks and completely divested from 8 stocks this quarter.Largest Holdings McKesson $255,332,887Microsoft $221,332,955Berkshire Hathaway $212,153,387Fiserv $199,302,258Oracle $193,112,810 Largest New Holdings this Quarter 427866108 - Hershey $90,587,578 Holding351858105 - Franco-Nevada $78,509,229 Holding91324P102 - UnitedHealth Group $9,192,196 Holding405552100 - Haleon $5,096,336 Holding13646K108 - Canadian Pacific Kansas City $226,170 Holding Largest Purchases this Quarter Hershey 545,858 shares (about $90.59M)Adobe 232,362 shares (about $89.90M)Franco-Nevada 478,933 shares (about $78.51M)U-Haul 838,380 shares (about $47.26M)Walt Disney 261,898 shares (about $32.48M) Largest Sales this Quarter Union Pacific 233,443 shares (about $53.71M)U HAUL HOLDING COMPANY 837,792 shares (about $50.74M)Brookfield 701,774 shares (about $43.40M)Schlumberger 1,070,262 shares (about $36.18M)SPDR Bloomberg 1-3 Month T-Bill ETF 339,323 shares (about $31.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScharf Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMCKMcKesson$255,332,887$23,831,773 ▼-8.5%348,4297.4%MedicalMSFTMicrosoft$221,332,955$13,903,043 ▲6.7%444,9576.4%Computer and TechnologyBRK.BBerkshire Hathaway$212,153,387$1,065,814 ▼-0.5%436,7226.1%FinanceFIFiserv$199,302,258$5,742,695 ▲3.0%1,155,9665.7%Business ServicesORCLOracle$193,112,810$9,067,823 ▲4.9%883,2725.6%Computer and TechnologyMKLMarkel Group$175,758,922$1,775,968 ▼-1.0%87,9805.1%Multi-Sector ConglomeratesBNBrookfield$174,605,250$43,403,041 ▼-19.9%2,823,1535.0%FinanceVVisa$168,592,668$7,727,537 ▼-4.4%474,8284.9%Business ServicesNVSNovartis$152,769,793$460,447 ▲0.3%1,262,4444.4%MedicalOXYOccidental Petroleum$146,232,432$21,738,153 ▲17.5%3,480,8904.2%EnergyAPDAir Products and Chemicals$142,895,582$1,102,885 ▼-0.8%506,6004.1%Basic MaterialsCMECME Group$121,339,734$537,200 ▼-0.4%440,2293.5%FinanceCNCCentene$109,308,354$20,717,010 ▼-15.9%2,013,7803.1%MedicalDISWalt Disney$104,203,180$32,478,491 ▲45.3%840,2673.0%Consumer DiscretionaryCMCSAComcast$94,287,822$9,207,511 ▼-8.9%2,641,8482.7%Consumer DiscretionaryADBEAdobe$91,679,050$89,901,996 ▲5,059.0%236,9552.6%Computer and TechnologyBKNGBooking$90,903,653$9,544,710 ▼-9.5%15,6862.6%Retail/WholesaleHSYHershey$90,587,578$90,587,578 ▲New Holding545,8582.6%Consumer StaplesLMTLockheed Martin$89,999,662$31,959 ▲0.0%194,3092.6%AerospaceAONAON$81,865,440$357,854 ▼-0.4%229,4542.4%FinanceUHALU-Haul$81,691,975$47,256,680 ▲137.2%1,449,2962.4%TransportationFNVFranco-Nevada$78,509,229$78,509,229 ▲New Holding478,9332.3%Basic MaterialsUNPUnion Pacific$75,886,261$53,712,771 ▼-41.4%329,8122.2%TransportationBILSPDR Bloomberg 1-3 Month T-Bill ETF$69,736,093$31,126,432 ▼-30.9%760,2242.0%ETFSNNSmith & Nephew SNATS$63,818,259$214,196 ▲0.3%2,083,5131.8%MedicalDCIDonaldson$52,712,505$1,655,972 ▼-3.0%760,0791.5%IndustrialsSPYSPDR S&P 500 ETF Trust$22,834,694$5,125,046 ▲28.9%36,9540.7%FinanceSLBSchlumberger$19,727,163$36,175,530 ▼-64.7%583,6330.6%EnergyUNHUnitedHealth Group$9,192,196$9,192,196 ▲New Holding29,4650.3%MedicalU HAUL HOLDING COMPANY$8,978,444$50,736,684 ▼-85.0%148,2570.3%COM SER NCVSCVS Health$8,683,465$2,340,262 ▼-21.2%125,8850.3%MedicalNVDANVIDIA$7,213,315$533,530 ▲8.0%45,6570.2%Computer and TechnologyHLNHaleon$5,096,336$5,096,336 ▲New Holding491,4500.1%MedicalINTUIntuit$4,717,016$379,630 ▲8.8%5,9890.1%Computer and TechnologyPORPortland General Electric$4,124,270$121,971 ▲3.0%101,5080.1%UtilitiesGOOGAlphabet$3,867,627$267,326 ▲7.4%21,8030.1%Computer and TechnologySYKStryker$3,441,904$281,287 ▲8.9%8,7000.1%MedicalCRMSalesforce$3,031,246$240,787 ▲8.6%11,1160.1%Computer and TechnologyMAMastercard$2,963,476$240,540 ▲8.8%5,2730.1%Business ServicesAAPLApple$2,804,324$109,973 ▲4.1%13,6680.1%Computer and TechnologyACNAccenture$2,725,946$212,516 ▲8.5%9,1200.1%Computer and TechnologyMETAMeta Platforms$2,709,534$213,308 ▲8.5%3,6710.1%Computer and TechnologySONYSony$2,688,2480.0%103,2750.1%Consumer DiscretionaryGOOGLAlphabet$2,416,769$191,043 ▲8.6%13,7130.1%Computer and TechnologyGWWW.W. Grainger$2,377,368$191,438 ▲8.8%2,2850.1%IndustrialsADPAutomatic Data Processing$2,240,972$171,173 ▲8.3%7,2660.1%Computer and TechnologyLLYEli Lilly and Company$1,934,033$163,703 ▲9.2%2,4810.1%MedicalBRK.ABerkshire Hathaway$1,457,6000.0%20.0%FinanceETNEaton$1,283,759$106,742 ▲9.1%3,5960.0%IndustrialsVVVValvoline$1,197,200$100,849 ▼-7.8%31,6130.0%Retail/WholesalePGRProgressive$927,312$42,963 ▲4.9%3,4750.0%FinanceIWBiShares Russell 1000 ETF$640,594$43,816 ▲7.3%1,8860.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$482,5120.0%1,0950.0%FinanceMLKNMillerKnoll$470,063$189,008 ▼-28.7%24,2060.0%Consumer DiscretionaryCARGCarGurus$436,7500.0%13,0490.0%Auto/Tires/TrucksIMNMImmunome$412,8180.0%44,3890.0%MedicalHQYHealthEquity$277,8240.0%2,6520.0%MedicalMMIMarcus & Millichap$269,5420.0%8,7770.0%FinanceFHNFirst Horizon$269,4100.0%12,7080.0%FinanceDGXQuest Diagnostics$253,8170.0%1,4130.0%MedicalAWIArmstrong World Industries$241,8730.0%1,4890.0%ConstructionSFMSprouts Farmers Market$234,7770.0%1,4260.0%Retail/WholesaleCPCanadian Pacific Kansas City$226,170$226,170 ▲New Holding2,8530.0%TransportationEWBCEast West Bancorp$225,185$71,595 ▼-24.1%2,2300.0%FinancePDMPiedmont Realty Trust$152,3830.0%20,9030.0%FinanceQNCXQuince Therapeutics$150,2510.0%91,0610.0%MedicalGNTXGentex$0$24,258,775 ▼-100.0%00.0%Auto/Tires/TrucksWBAWalgreens Boots Alliance$0$8,310,480 ▼-100.0%00.0%Retail/WholesaleSCHWCharles Schwab$0$1,155,804 ▼-100.0%00.0%FinanceGLDMSPDR Gold MiniShares Trust$0$278,505 ▼-100.0%00.0%FinanceALLYAlly Financial$0$214,589 ▼-100.0%00.0%FinanceVVVanguard Large-Cap ETF$0$205,747 ▼-100.0%00.0%ETFVOXXVOXX International$0$201,067 ▼-100.0%00.0%Computer and TechnologyBDNBrandywine Realty Trust$0$122,744 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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