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CIK: 0001173889
Total reported value
$189.0M
$189.0M
15 檔
99.7%
In Q2 2024, Sander Capital Advisors Inc's U.S. equity holdings reached a combined market value of $189.0M, distributed across 15 disclosed stock positions.
During Q2 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 | 47.47% | -4.16% | +0.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 14.40% | +0.66% | -0.28% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.83% | +1.64% | +3.86% | |
| 4 | ✓ | Alphabet Inc Cl C | Stock-Other | 7.66% | +1.90% | +35.28% | |
| 5 | ADBE | Adobe Inc | Stock-Tech | 3.75% | — | -50.59% | |
| 6 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 3.24% | — | -8.36% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.06% | -1.20% | -0.68% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.00% | -1.93% | EXIT | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.16% | — | |
| 10 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.63% | — | — | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | -0.04% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.16% | -0.21% | -0.02% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.17% | — | |
| 14 | ✓ | Mkl | Stock-Other | 0.18% | -0.02% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | -0.92% | EXIT |
According to official SEC Form 13F filings, Sander Capital Advisors Inc reported a total U.S. public equity portfolio value of $189.0M across 15 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 99.7% of total reported equity market value during Q2 2024.
During Q2 2024, Sander Capital Advisors Inc's top holdings by market value included MSFT (47.5%)、AAPL (14.4%)、AMZN (12.8%). The largest single position, MSFT, represented 47.5% of total portfolio value.
In Q2 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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