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CIK: 0001173889
Total reported value
$189.0M
$189.0M
15 檔
98.2%
According to the latest 13F quarterly dataset, Sander Capital Advisors Inc managed an equity portfolio of $189.0M at the end of Q3 2024, spanning 15 distinct U.S. exchange-listed positions.
Sander Capital Advisors Inc executed strategic sector rebalancing during Q3 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 5 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 46.38% | -4.16% | +0.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 16.13% | +0.66% | -0.13% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.48% | +1.64% | -0.47% | |
| 4 | ✓ | Alphabet Inc Cl C | Stock-Other | 7.33% | +1.90% | +3.55% | |
| 5 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 3.68% | — | -1.10% | |
| 6 | ADBE | Adobe Inc | Stock-Tech | 3.52% | — | -0.68% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.52% | -1.20% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.16% | +36.34% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.04% | -1.93% | EXIT | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.31% | -0.21% | -0.07% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | -0.04% | +0.76% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.17% | +0.63% | |
| 13 | ✓ | Mkl | Stock-Other | 0.18% | -0.02% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | -0.92% | EXIT | |
| 15 | PCAR | Paccar Inc | Stock-Industrials | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.7% | -0.13% | Trim |
| 2 | NVDA | Nvidia CORP | +0.6% | +36.34% | Add |
| 3 | ORCL | Oracle CORP | +0.5% | — | Unchanged |
| 4 | BRK-B | Berkshire Hathaway Inc. | +0.4% | -1.10% | Trim |
| 5 | MA | Mastercard Inc - A | +0.2% | -0.07% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.1% | +0.76% | Add |
| 7 | COST | Costco Wholesale CORP | 0% | +0.63% | Add |
| 8 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 9 | PCAR | Paccar Inc | 0% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | 0% | +14.91% | Add |
| 11 | ✓ | Mkl | — | — | Unchanged |
| 12 | ADBE | Adobe Inc | -0.2% | -0.68% | Trim |
| 13 | ✓ | Alphabet Inc Cl C | -0.3% | +3.55% | Add |
| 14 | AMZN | Amazon.com Inc | -0.4% | -0.47% | Trim |
| 15 | MSFT | Microsoft CORP | -1.1% | +0.08% | Add |
| 16 | SMCIUSD | Super Micro Computer Inc | -1.6% | EXIT | Sold out |
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 Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 98.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
PCAR
市值: $50.0K
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $3.6M
During Q3 2024, Sander Capital Advisors Inc's top holdings by market value included MSFT (46.4%)、AAPL (16.1%)、AMZN (12.5%). The largest single position, MSFT, represented 46.4% of total portfolio value.
In Q3 2024, Sander Capital Advisors Inc made 13 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 5 holdings, and fully liquidating 1 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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