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CIK: 0001173889
Total reported value
$189.0M
$189.0M
16 檔
92.1%
As reported in its official Q1 2024 Form 13F filing, Sander Capital Advisors Inc's tracked investment portfolio stood at $189.0M with 16 total positions.
During Q1 2024, Sander Capital Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 47.68% | -4.16% | +0.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.56% | +0.66% | -8.80% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.31% | +1.64% | +15.35% | |
| 4 | ADBE | Adobe Inc | Stock-Tech | 7.35% | — | — | |
| 5 | ✓ | Alphabet Inc Cl C | Stock-Other | 5.02% | +1.90% | +27.19% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.17% | -1.93% | EXIT | |
| 7 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 3.91% | — | +29.85% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 1.97% | -1.20% | -59.17% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | -0.04% | +0.20% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.35% | -0.21% | +0.83% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | — | — | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.17% | — | |
| 13 | MSUXX | Msilf Treasury Sec-inst | Stock-Other | 0.49% | — | +512720.51% | |
| 14 | ✓ | Mkl | Stock-Other | 0.19% | -0.02% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | -0.92% | EXIT | |
| 16 | ACN | Accenture plc | Stock-Tech | 0.06% | — | +3.13% |
According to official SEC Form 13F filings, Sander Capital Advisors Inc reported a total U.S. public equity portfolio value of $189.0M across 16 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 92.1% of total reported equity market value during Q1 2024.
During Q1 2024, Sander Capital Advisors Inc's top holdings by market value included MSFT (47.7%)、AAPL (12.6%)、AMZN (12.3%). The largest single position, MSFT, represented 47.7% of total portfolio value.
In Q1 2024, Sander Capital Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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