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CIK: 0001173889
Total reported value
$189.0M
$189.0M
13 檔
106.7%
The Q2 2025 SEC filing reveals that Sander Capital Advisors Inc held a total portfolio value of $189.0M, covering 13 public equity positions.
In Q2 2025, Sander Capital Advisors Inc adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 49.57% | -4.16% | -3.39% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.07% | +1.64% | -2.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 13.27% | +0.66% | -3.55% | |
| 4 | ✓ | Alphabet Inc Cl C | Stock-Other | 8.53% | +1.90% | +7.31% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 6.53% | -1.20% | +57.10% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.33% | -1.93% | EXIT | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | -0.04% | +0.79% | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 1.59% | — | — | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.25% | -0.21% | +1.04% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.17% | — | |
| 11 | ✓ | Mkl | Stock-Other | 0.23% | -0.02% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.92% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.16% | -93.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +4.9% | -3.39% | Trim |
| 2 | ORCL | Oracle CORP | +3.5% | +57.10% | Add |
| 3 | ✓ | Alphabet Inc Cl C | +0.5% | +7.31% | Add |
| 4 | PANW | Palo Alto Networks Inc | +0.1% | -0.28% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 6 | ✓ | Mkl | 0% | — | Unchanged |
| 7 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 8 | MA | Mastercard Inc - A | -0.1% | +1.04% | Add |
| 9 | V | Visa Inc-class A Shares | -0.2% | +0.79% | Add |
| 10 | ADBE | Adobe Inc | -0.2% | — | Unchanged |
| 11 | AMZN | Amazon.com Inc | -0.3% | -2.00% | Trim |
| 12 | AIVSX | Amer Fnd Inv Co Of Am-a | -0.5% | EXIT | Sold out |
| 13 | NVDA | Nvidia CORP | -1.1% | -93.76% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc. | -2.4% | EXIT | Sold out |
| 15 | AAPL | Apple Inc | -3.9% | -3.55% | 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 13 disclosed positions in Q2 2025.
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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, AMZN, AAPL) accounted for 106.7% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
BRK-B
前期市值: $4.5M
During Q2 2025, Sander Capital Advisors Inc's top holdings by market value included MSFT (49.6%)、AMZN (14.1%)、AAPL (13.3%). The largest single position, MSFT, represented 49.6% of total portfolio value.
In Q2 2025, Sander Capital Advisors Inc made 11 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 2 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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