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CIK: 0001173889
Total reported value
$189.0M
$189.0M
15 檔
87.9%
At the close of Q1 2025, Sander Capital Advisors Inc disclosed equity holdings valued at approximately $189.0M, spread across 15 reported holdings.
In Q1 2025, Sander Capital Advisors Inc displayed an active expansion posture, initiating 15 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 44.68% | -4.16% | -1.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 17.19% | +0.66% | -0.27% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.36% | +1.64% | +0.30% | |
| 4 | ✓ | Alphabet Inc Cl C | Stock-Other | 8.08% | +1.90% | +0.72% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 3.07% | -1.20% | +21.60% | |
| 6 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 2.36% | — | -23.36% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.25% | -1.93% | EXIT | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.86% | -0.04% | +0.01% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 1.82% | — | -24.29% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.39% | -0.21% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.16% | -42.49% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.17% | +5.96% | |
| 13 | AIVSX | Amer Fnd Inv Co Of Am-a | Stock-Other | 0.48% | — | — | |
| 14 | ✓ | Mkl | Stock-Other | 0.25% | -0.02% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.92% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | ✓ | Alphabet Inc Cl C | — | NEW | New buy |
| 5 | ORCL | Oracle CORP | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc. | — | NEW | New buy |
| 7 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | ADBE | Adobe Inc | — | NEW | New buy |
| 10 | MA | Mastercard Inc - A | — | NEW | New buy |
| 11 | NVDA | Nvidia CORP | — | NEW | New buy |
| 12 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 13 | AIVSX | Amer Fnd Inv Co Of Am-a | — | NEW | New buy |
| 14 | ✓ | Mkl | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 87.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $84.9M
During Q1 2025, Sander Capital Advisors Inc's top holdings by market value included MSFT (44.7%)、AAPL (17.2%)、AMZN (14.4%). The largest single position, MSFT, represented 44.7% of total portfolio value.
In Q1 2025, Sander Capital Advisors Inc made 15 total portfolio adjustments, initiating 15 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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