Scharf Investments, LLC Top Holdings and 13F Report (2025) About Scharf Investments, LLCInvestment ActivityScharf Investments, LLC has $3.31 billion in total holdings as of March 31, 2025.Scharf Investments, LLC owns shares of 69 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.92% of the portfolio was purchased this quarter.About 10.07% of the portfolio was sold this quarter.This quarter, Scharf Investments, LLC has purchased 69 new stocks and bought additional shares in 9 stocks.Scharf Investments, LLC sold shares of 49 stocks and completely divested from 5 stocks this quarter.Largest Holdings McKesson $256,375,715Fiserv $247,916,493Berkshire Hathaway $233,757,820Brookfield $184,732,290Visa $174,036,023 Largest New Holdings this Quarter 931427108 - Walgreens Boots Alliance $8,310,480 Holding30303M102 - Meta Platforms $1,949,251 Holding98149E303 - SPDR Gold MiniShares Trust $278,505 Holding85208M102 - Sprouts Farmers Market $217,665 Holding922908637 - Vanguard Large-Cap ETF $205,747 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 849,857 shares (about $77.96M)Occidental Petroleum 502,406 shares (about $24.80M)Centene 404,067 shares (about $24.53M)Schlumberger 281,773 shares (about $11.78M)Walgreens Boots Alliance 744,000 shares (about $8.31M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 138,814 shares (about $77.65M)CVS Health 863,249 shares (about $58.48M)Brookfield 589,938 shares (about $30.92M)Fiserv 122,242 shares (about $26.99M)Gentex 788,720 shares (about $18.38M) 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$256,375,715$5,972,790 ▼-2.3%380,9507.7%MedicalFIFiserv$247,916,493$26,994,693 ▼-9.8%1,122,6587.5%Business ServicesBRK.BBerkshire Hathaway$233,757,820$5,382,785 ▼-2.3%438,9167.1%FinanceBNBrookfield$184,732,290$30,917,122 ▼-14.3%3,524,9275.6%FinanceVVisa$174,036,023$4,566,855 ▼-2.6%496,5925.3%Business ServicesMKLMarkel Group$166,149,852$11,957,988 ▼-6.7%88,8695.0%Multi-Sector ConglomeratesMSFTMicrosoft$156,540,473$2,961,080 ▼-1.9%417,0074.7%Computer and TechnologyAPDAir Products and Chemicals$150,559,574$2,253,188 ▼-1.5%510,5104.6%Basic MaterialsOXYOccidental Petroleum$146,275,390$24,798,767 ▲20.4%2,963,4394.4%EnergyCNCCentene$145,427,607$24,530,901 ▲20.3%2,395,4484.4%MedicalNVSNovartis$140,313,085$6,166,628 ▲4.6%1,258,6394.2%MedicalUNPUnion Pacific$133,063,150$6,175,776 ▲4.9%563,2554.0%TransportationORCLOracle$117,691,640$9,943,287 ▼-7.8%841,7973.6%Computer and TechnologyCMECME Group$117,305,452$2,293,168 ▼-1.9%442,1783.5%FinanceCMCSAComcast$107,003,818$3,404,209 ▼-3.1%2,899,8333.2%Consumer DiscretionaryBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$100,861,462$77,957,395 ▲340.4%1,099,5473.0%ETFAONAON$91,973,035$2,341,061 ▼-2.5%230,4572.8%FinanceLMTLockheed Martin$86,769,306$1,584,040 ▼-1.8%194,2402.6%AerospaceBKNGBooking$79,848,905$14,889,036 ▼-15.7%17,3332.4%Retail/WholesaleDCIDonaldson$73,895,980$12,452,438 ▼-14.4%783,9572.2%IndustrialsSLBSchlumberger$69,132,830$11,778,115 ▲20.5%1,653,8952.1%EnergySNNSmith & Nephew$58,910,849$15,745,457 ▼-21.1%2,076,5201.8%MedicalU HAUL HOLDING COMPANY$58,354,380$636,422 ▼-1.1%986,0491.8%COM SER NDISWalt Disney$57,084,966$1,046,515 ▼-1.8%578,3691.7%Consumer DiscretionaryUHALU-Haul$39,929,471$1,600,209 ▼-3.9%610,9161.2%TransportationGNTXGentex$24,258,775$18,377,196 ▼-43.1%1,041,1480.7%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$16,031,937$77,650,290 ▼-82.9%28,6600.5%FinanceCVSCVS Health$10,827,226$58,484,920 ▼-84.4%159,8120.3%MedicalWBAWalgreens Boots Alliance$8,310,480$8,310,480 ▲New Holding744,0000.3%Retail/WholesaleNVDANVIDIA$4,582,281$71,422 ▼-1.5%42,2800.1%Computer and TechnologyPORPortland General Electric$4,393,368$360,769 ▲8.9%98,5060.1%UtilitiesINTUIntuit$3,381,143$38,680 ▼-1.1%5,5070.1%Computer and TechnologyGOOGAlphabet$3,170,981$33,435 ▼-1.0%20,2960.1%Computer and TechnologySYKStryker$2,973,808$23,451 ▼-0.8%7,9890.1%MedicalAAPLApple$2,916,984$924,941 ▼-24.1%13,1320.1%Computer and TechnologyCRMSalesforce$2,746,145$34,619 ▼-1.2%10,2330.1%Computer and TechnologyMAMastercard$2,655,986$38,373 ▼-1.4%4,8450.1%Business ServicesACNAccenture$2,624,000$32,453 ▼-1.2%8,4090.1%Computer and TechnologySONYSony Group$2,622,152$29,706 ▼-1.1%103,2750.1%Consumer StaplesGWWW.W. Grainger$2,075,824$20,748 ▼-1.0%2,1010.1%IndustrialsADPAutomatic Data Processing$2,050,533$16,500 ▼-0.8%6,7110.1%Business ServicesGOOGLAlphabet$1,953,049$34,950 ▼-1.8%12,6290.1%Computer and TechnologyMETAMeta Platforms$1,949,251$1,949,251 ▲New Holding3,3820.1%Computer and TechnologyLLYEli Lilly and Company$1,875,655$25,603 ▲1.4%2,2710.1%MedicalADBEAdobe$1,761,553$32,984 ▲1.9%4,5930.1%Computer and TechnologyBRK.ABerkshire Hathaway$1,596,8830.0%20.0%FinanceVVVValvoline$1,193,159$299,961 ▼-20.1%34,2760.0%Retail/WholesaleSCHWCharles Schwab$1,155,8040.0%14,7650.0%FinancePGRProgressive$937,895$45,565 ▼-4.6%3,3140.0%FinanceETNEaton$896,237$8,155 ▼-0.9%3,2970.0%IndustrialsMLKNMillerKnoll$649,587$15,592,347 ▼-96.0%33,9390.0%Consumer DiscretionaryIWBiShares Russell 1000 ETF$539,051$2,563,637 ▼-82.6%1,7570.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$459,7690.0%1,0950.0%FinanceCARGCarGurus$380,117$32,451 ▼-7.9%13,0490.0%Auto/Tires/TrucksMMIMarcus & Millichap$302,368$25,838 ▼-7.9%8,7770.0%FinanceIMNMImmunome$298,7380.0%44,3890.0%MedicalGLDMSPDR Gold MiniShares Trust$278,505$278,505 ▲New Holding4,5000.0%FinanceEWBCEast West Bancorp$263,805$22,620 ▼-7.9%2,9390.0%FinanceFHNFirst Horizon$246,789$21,090 ▼-7.9%12,7080.0%FinanceDGXQuest Diagnostics$239,0800.0%1,4130.0%MedicalHQYHealthEquity$234,357$20,148 ▼-7.9%2,6520.0%MedicalSFMSprouts Farmers Market$217,665$217,665 ▲New Holding1,4260.0%Retail/WholesaleALLYAlly Financial$214,589$18,308 ▼-7.9%5,8840.0%FinanceAWIArmstrong World Industries$209,770$18,033 ▼-7.9%1,4890.0%ConstructionVVVanguard Large-Cap ETF$205,747$205,747 ▲New Holding8000.0%ETFVOXXVOXX International$201,067$15,090 ▼-7.0%26,8090.0%Computer and TechnologyPDMPiedmont Office Realty Trust$154,055$13,148 ▼-7.9%20,9030.0%FinanceBDNBrandywine Realty Trust$122,744$9,643 ▼-7.3%27,5210.0%FinanceQNCXQuince Therapeutics$121,1110.0%91,0610.0%MedicalCPCanadian Pacific Kansas City$0$556,019 ▼-100.0%00.0%TransportationORealty Income$0$478,232 ▼-100.0%00.0%FinanceKRCKilroy Realty$0$243,590 ▼-100.0%00.0%FinanceNCR ATLEOS CORPORATION$0$215,867 ▼-100.0%00.0%COM SHSWHDCactus$0$214,882 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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