Latest SANDER CAPITAL ADVISORS INC Stock Portfolio

SANDER CAPITAL ADVISORS INC Performance:
2025 Q2: 19.74%YTD: 6.41%2024: 3.04%

Performance for 2025 Q2 is 19.74%, and YTD is 6.41%, and 2024 is 3.04%.

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 $219.3 Millions as of 30 Jun, 2025.

The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AMZN, AAPL. The fund has invested 49.6% of it's portfolio in MSFT and 14.1% of portfolio in AMZN.

The fund managers got completely rid off BRKB stocks. They significantly reduced their stock positions in NVDA (NVDA), AAPL (AAPL) and MSFT (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to ORCL (ORCL), GOOG (GOOG) 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 19.74% in the last quarter. In trailing 12 months, it's portfolio return was 6.93%.
2019202020212022202320242025−40−200204060Performance (%)PerformanceS&P 500

New Buys

No new stocks were added by SANDER CAPITAL ADVISORS INC

Additions

Ticker% Inc.
orcl57.1
goog7.31
ma1.04
v0.79

Additions to existing portfolio by SANDER CAPITAL ADVISORS INC

Reductions

Ticker% Reduced
nvda-93.76
aapl-3.55
msft-3.39
amzn-2.00
panw-0.28

SANDER CAPITAL ADVISORS INC reduced stake in above stock

Sold off

Ticker$ Sold
amecx-921,000
brkb-4,491,000

SANDER CAPITAL ADVISORS INC got rid off the above stocks

Sector Distribution

SANDER CAPITAL ADVISORS INC has about 73.4% of it's holdings in Technology sector.

74%14%
Sector%
Technology73.4
Consumer Cyclical14.1
Communication Services8.5
Financial Services3

Market Cap. Distribution

SANDER CAPITAL ADVISORS INC has about 99.7% of it's portfolio invested in the large-cap and mega-cap stocks.

98%
Category%
MEGA-CAP97.4
LARGE-CAP2.3

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.

100%
Index%
S&P 50099.8
Top 5 Winners (%)%
ORCL
orcl
50.1 %
MSFT
msft
32.1 %
NVDA
nvda
22.7 %
PANW
panw
19.9 %
JPM
jpm
18.1 %
Top 5 Winners ($)$
MSFT
msft
27.2 M
ORCL
orcl
4.8 M
AMZN
amzn
4.1 M
GOOG
goog
2.2 M
PANW
panw
0.9 M
Top 5 Losers (%)%
AAPL
aapl
-7.7 %
Top 5 Losers ($)$
AAPL
aapl
-2.5 M

SANDER CAPITAL ADVISORS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

MSFTAMZNAAPLGOOGORCLPANWVADBEMACO....J..NV..

Current Stock Holdings of SANDER CAPITAL ADVISORS INC

SANDER CAPITAL ADVISORS INC has 13 stocks in it's portfolio. About 99.6% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for SANDER CAPITAL ADVISORS INC last quarter.

Last Reported on: 30 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of MSFT Position Held By SANDER CAPITAL ADVISORS INC

What % of Portfolio is MSFT?:

No data available

Number of MSFT shares held:

No data available

Change in No. of Shares Held:

No data available