Latest SANDER CAPITAL ADVISORS INC Stock Portfolio
SANDER CAPITAL ADVISORS INC Performance:
2025 Q3: 10.1%YTD: 16.49%2024: 16.03%
Performance for 2025 Q3 is 10.1%, and YTD is 16.49%, and 2024 is 16.03%.
About SANDER CAPITAL ADVISORS INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SANDER CAPITAL ADVISORS INC reported an equity portfolio of $238.6 Millions as of 30 Sep, 2025.
The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AAPL, AMZN. The fund has invested 47.8% of it's portfolio in MSFT and 13.1% of portfolio in AAPL.
The fund managers got completely rid off ADBE (ADBE) stocks. They significantly reduced their stock positions in AAPL (AAPL), GOOG (GOOG) and PANW (PANW). The fund showed a lot of confidence in some stocks as they added substantially to ORCL (ORCL), JPM (JPM) and MA (MA).
The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AAPL, AMZN. The fund has invested 47.8% of it's portfolio in MSFT and 13.1% of portfolio in AAPL.
The fund managers got completely rid off ADBE (ADBE) stocks. They significantly reduced their stock positions in AAPL (AAPL), GOOG (GOOG) and PANW (PANW). The fund showed a lot of confidence in some stocks as they added substantially to ORCL (ORCL), JPM (JPM) and MA (MA).
SANDER CAPITAL ADVISORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that SANDER CAPITAL ADVISORS INC made a return of 10.1% in the last quarter. In trailing 12 months, it's portfolio return was 19.41%.
Sector Distribution
SANDER CAPITAL ADVISORS INC has about 73% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 73 |
| Consumer Cyclical | 12.9 |
| Communication Services | 10.4 |
| Financial Services | 2.8 |
Market Cap. Distribution
SANDER CAPITAL ADVISORS INC has about 99.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 97.7 |
| LARGE-CAP | 2.1 |
Stocks belong to which Index?
About 99.8% of the stocks held by SANDER CAPITAL ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 99.8 |
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. V proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for SANDER CAPITAL ADVISORS INC last quarter.
Last Reported on: 20 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | aapl | 13.08 | 122,529 | 31,200,000 | reduced | -13.63 | ||
| ADBE | adbe | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amzn | 12.93 | 140,481 | 30,845,000 | reduced | -0.09 | ||
| COST | cost | 0.66 | 1,693 | 1,567,000 | added | 0.18 | ||
| GOOG | goog | 10.43 | 102,126 | 24,873,000 | reduced | -3.18 | ||
| JPM | jpm | 0.12 | 940 | 297,000 | added | 1.62 | ||
| MA | ma | 1.18 | 4,938 | 2,809,000 | added | 1.23 | ||
| MSFT | msft | 47.81 | 220,257 | 114,082,000 | added | 0.77 | ||
| NVDA | nvda | 0.11 | 1,355 | 253,000 | unchanged | 0.00 | ||
| ORCL | orcl | 9.95 | 84,417 | 23,741,000 | added | 28.81 | ||
| PANW | panw | 2.07 | 24,270 | 4,942,000 | reduced | -2.96 | ||
| V | v | 1.47 | 10,270 | 3,506,000 | added | 0.93 | ||
| mkl | 0.20 | 250 | 478,000 | unchanged | 0.00 | |||