---
ticker: "GKAT"
name: "Scharf Global Opportunity ETF"
url: "https://etf.net/etf/GKAT"
grade: "B"
score: 63
graded_at: "2026-10-12"
category: "Global Active Value"
category_rank: "4 of 15"
methodology: "https://etf.net/methodology"
---

# GKAT: Scharf Global Opportunity ETF

Grade **B**, Score 63 of 100. Rank 4 of 15 in Global Active Value.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 86 | 3 of 15 |
| Mission | Not scored | — |
| Risk | 57 | 6 of 13 |
| Tradability | 46 | 10 of 15 |
| Holdings | 32 | 13 of 14 |
| Durability | 65 | 7 of 15 |

## Top holdings

The fund holds 34 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | MSFT | Microsoft Corp | 6.31% |
| 2 | OXY | Occidental Petroleum Corp | 6.18% |
| 3 | AMZN | Amazon.com Inc | 6.03% |
| 4 | META | Meta Platforms Inc | 5.41% |
| 5 | BN | Brookfield Corp | 4.43% |
| 6 | CPG.L | Compass Group PLC | 4.14% |
| 7 | DIS | Walt Disney Co/The | 4.14% |
| 8 | FNV | Franco-Nevada Corp | 4.06% |
| 9 | UNP | Union Pacific Corp | 3.95% |
| 10 | ADBE | Adobe Inc | 3.88% |
| 11 | MCD | McDonald's Corp | 3.68% |
| 12 | MELI | MercadoLibre Inc | 3.66% |
| 13 | SMSD.IL | Samsung Electronic | 3.63% |
| 14 | SCHW | Charles Schwab Corp/The | 3.48% |
| 15 | ZTS | Zoetis Inc | 3.14% |
| 16 | CNC | Centene Corp | 3.07% |
| 17 | A | Agilent Technologies Inc | 2.86% |
| 18 | HLN | Haleon PLC | 2.65% |
| 19 | MKL | Markel Group Inc | 2.63% |
| 20 | AZN | AstraZeneca PLC | 2.44% |
| 21 | 005935.KS | Samsung Electronics Co Ltd | 2.34% |
| 22 | SLB | SLB Ltd | 2.12% |
| 23 | SY1.DE | Symrise AG | 2.07% |
| 24 | BRK.B | Berkshire Hathaway Inc | 2.06% |
| 25 | SYK | Stryker Corp | 1.81% |
| 26 | FNMAS | Fannie Mae Pfd 8.25% 09/30/2175 | 1.66% |
| 27 | MRSH | Marsh & McLennan Cos Inc | 1.63% |
| 28 | AON | Aon PLC | 1.49% |
| 29 | CVS | CVS Health Corp | 1.38% |
| 30 | — | U-Haul Holding Co | 1.31% |

Source: etf.net, https://etf.net/etf/GKAT. Please cite the page URL.