Latest SANDER CAPITAL ADVISORS INC Stock Portfolio
SANDER CAPITAL ADVISORS INC Performance:
2025 Q4: -1.27%YTD: 15.88%2024: -66.11%
Performance for 2025 Q4 is -1.27%, and YTD is 15.88%, and 2024 is -66.11%.
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 $210 Millions as of 31 Dec, 2025.
The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AAPL, AMZN. The fund has invested 46.1% of it's portfolio in MSFT and 14.7% of portfolio in AAPL.
They significantly reduced their stock positions in ORCL (ORCL), MA (MA) and PANW (PANW). The fund showed a lot of confidence in some stocks as they added substantially to JPM (JPM).
The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AAPL, AMZN. The fund has invested 46.1% of it's portfolio in MSFT and 14.7% of portfolio in AAPL.
They significantly reduced their stock positions in ORCL (ORCL), MA (MA) and PANW (PANW). The fund showed a lot of confidence in some stocks as they added substantially to JPM (JPM).
SANDER CAPITAL ADVISORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that SANDER CAPITAL ADVISORS INC made a return of -1.27% in the last quarter. In trailing 12 months, it's portfolio return was 15.88%.
- Performance
- S&P 500
Sector Distribution
SANDER CAPITAL ADVISORS INC has about 67.6% of it's holdings in Technology sector.
- Technology
- Consumer Cyclical
- Communication Services
- Financial Services
| Sector | % |
|---|---|
| Technology | 67.6 |
| Consumer Cyclical | 14.1 |
| Communication Services | 13.9 |
| Financial Services | 3.5 |
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 | 97.9 |
| LARGE-CAP | 1.8 |
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. GOOG was the most profitable stock for SANDER CAPITAL ADVISORS INC last quarter.
Last Reported on: 14 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | aapl | 14.74 | 113,833 | 30,947,000 | reduced | -7.1 | ||
| AMZN | amzn | 14.07 | 128,023 | 29,550,000 | reduced | -8.87 | ||
| COST | cost | 0.61 | 1,477 | 1,274,000 | reduced | -12.76 | ||
| GOOG | goog | 13.92 | 93,171 | 29,237,000 | reduced | -8.77 | ||
| JPM | jpm | 0.87 | 5,655 | 1,822,000 | added | 501 | ||
| MA | ma | 1.13 | 4,156 | 2,373,000 | reduced | -15.84 | ||
| MSFT | msft | 46.15 | 200,377 | 96,906,000 | reduced | -9.03 | ||
| NVDA | nvda | 0.12 | 1,355 | 253,000 | unchanged | 0.00 | ||
| ORCL | orcl | 4.80 | 51,668 | 10,071,000 | reduced | -38.79 | ||
| PANW | panw | 1.82 | 20,790 | 3,830,000 | reduced | -14.34 | ||
| V | v | 1.52 | 9,085 | 3,186,000 | reduced | -11.54 | ||
| mkl | 0.26 | 250 | 537,000 | unchanged | 0.00 | |||