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CIK: 0001173889
Total reported value
$189.0M
$189.0M
15 檔
100.2%
During the Q4 2024 filing period, Sander Capital Advisors Inc (CIK: 0001173889) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $189.0M across 15 reported positions.
In Q4 2024, Sander Capital Advisors Inc adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 44.56% | -4.16% | -1.30% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 17.00% | +0.66% | -1.30% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.44% | +1.64% | -1.08% | |
| 4 | ✓ | Alphabet Inc Cl C | Stock-Other | 8.55% | +1.90% | +3.16% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.63% | -1.20% | +7.30% | |
| 6 | ADBE | Adobe Inc | Stock-Tech | 2.44% | — | -18.80% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | +0.16% | -10.24% | |
| 8 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 2.30% | — | -36.28% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.10% | -1.93% | EXIT | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.47% | -0.04% | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.21% | -15.82% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.17% | — | |
| 13 | ✓ | Mkl | Stock-Other | 0.20% | -0.02% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | -0.92% | EXIT | |
| 15 | PCAR | Paccar Inc | Stock-Industrials | 0.03% | — | +22.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +2% | -1.08% | Trim |
| 2 | ✓ | Alphabet Inc Cl C | +1.2% | +3.16% | Add |
| 3 | AAPL | Apple Inc | +0.9% | -1.30% | Trim |
| 4 | V | Visa Inc-class A Shares | +0.2% | — | Unchanged |
| 5 | ORCL | Oracle CORP | +0.1% | +7.30% | Add |
| 6 | PANW | Palo Alto Networks Inc | +0.1% | +94.57% | Add |
| 7 | ✓ | Mkl | 0% | — | Unchanged |
| 8 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 9 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 10 | PCAR | Paccar Inc | 0% | +22.38% | Add |
| 11 | NVDA | Nvidia CORP | 0% | -10.24% | Trim |
| 12 | MA | Mastercard Inc - A | -0.1% | -15.82% | Trim |
| 13 | ADBE | Adobe Inc | -1.1% | -18.80% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc. | -1.4% | -36.28% | Trim |
| 15 | MSFT | Microsoft CORP | -1.8% | -1.30% | Trim |
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 Q4 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 100.2% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
MSFT
前期市值: $100.1M
During Q4 2024, Sander Capital Advisors Inc's top holdings by market value included MSFT (44.6%)、AAPL (17.0%)、AMZN (14.4%). The largest single position, MSFT, represented 44.6% of total portfolio value.
In Q4 2024, Sander Capital Advisors Inc made 11 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 7 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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