Latest SANDER CAPITAL ADVISORS INC Stock Portfolio
SANDER CAPITAL ADVISORS INC Performance:
2026 Q1: -15.76%YTD: -15.76%2025: 15.88%
Performance for 2026 Q1 is -15.76%, and YTD is -15.76%, and 2025 is 15.88%.
About SANDER CAPITAL ADVISORS INC and 13F Hedge Fund Stock Holdings
On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, SANDER CAPITAL ADVISORS INC reported an equity portfolio of $172.7 Millions as of 31 Mar, 2026.
The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AAPL, GOOG. The fund has invested 43.1% of it's portfolio in MSFT and 16.7% of portfolio in AAPL.
They significantly reduced their stock positions in ORCL (ORCL), JPM (JPM) and V (V). The fund showed a lot of confidence in some stocks as they added substantially to GOOG (GOOG), MSFT (MSFT) and AMZN (AMZN).
The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AAPL, GOOG. The fund has invested 43.1% of it's portfolio in MSFT and 16.7% of portfolio in AAPL.
They significantly reduced their stock positions in ORCL (ORCL), JPM (JPM) and V (V). The fund showed a lot of confidence in some stocks as they added substantially to GOOG (GOOG), MSFT (MSFT) and AMZN (AMZN).
SANDER CAPITAL ADVISORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that SANDER CAPITAL ADVISORS INC made a return of -15.76% in the last quarter. In trailing 12 months, it's portfolio return was 9.37%.
- Performance
- S&P 500
Sector Distribution
SANDER CAPITAL ADVISORS INC has about 63.7% of it's holdings in Technology sector.
- Technology
- Communication Services
- Consumer Cyclical
- Financial Services
| Sector | % |
|---|---|
| Technology | 63.7 |
| Communication Services | 16 |
| Consumer Cyclical | 15.5 |
| Financial Services | 3.7 |
Market Cap. Distribution
SANDER CAPITAL ADVISORS INC has about 99.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| MEGA-CAP | 97.8 |
| LARGE-CAP | 1.9 |
Stocks belong to which Index?
About 99.7% of the stocks held by SANDER CAPITAL ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
| Index | % |
|---|---|
| S&P 500 | 99.7 |
SANDER CAPITAL ADVISORS INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SANDER CAPITAL ADVISORS INC
SANDER CAPITAL ADVISORS INC has 12 stocks in it's portfolio. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for SANDER CAPITAL ADVISORS INC last quarter.
Last Reported on: 16 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | aapl | 16.71 | 113,716 | 28,860,000 | reduced | -0.1 | ||
| AMZN | amzn | 15.48 | 128,343 | 26,730,000 | added | 0.25 | ||
| COST | cost | 0.85 | 1,477 | 1,472,000 | unchanged | 0.00 | ||
| GOOG | goog | 15.96 | 96,035 | 27,552,000 | added | 3.07 | ||
| JPM | jpm | 0.92 | 5,375 | 1,581,000 | reduced | -4.95 | ||
| MA | ma | 1.20 | 4,153 | 2,075,000 | reduced | -0.07 | ||
| MSFT | msft | 43.08 | 200,958 | 74,389,000 | added | 0.29 | ||
| NVDA | nvda | 0.14 | 1,355 | 236,000 | unchanged | 0.00 | ||
| ORCL | orcl | 1.86 | 21,880 | 3,219,000 | reduced | -57.65 | ||
| PANW | panw | 1.93 | 20,790 | 3,333,000 | unchanged | 0.00 | ||
| V | v | 1.59 | 9,067 | 2,740,000 | reduced | -0.2 | ||
| mkl | 0.28 | 250 | 479,000 | unchanged | 0.00 | |||