13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001173889
Total reported value
$189.0M
$189.0M
12 檔
118.9%
In Q3 2025, Sander Capital Advisors Inc's U.S. equity holdings reached a combined market value of $189.0M, distributed across 12 disclosed stock positions.
In Q3 2025, Sander Capital Advisors Inc adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 47.81% | -4.16% | +0.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 13.08% | +0.66% | -13.63% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.93% | +1.64% | -0.09% | |
| 4 | ✓ | Alphabet Inc Cl C | Stock-Other | 10.42% | +1.90% | -3.18% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 9.95% | -1.20% | +28.81% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.07% | -1.93% | EXIT | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.47% | -0.04% | +0.93% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 1.18% | -0.21% | +1.23% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.17% | +0.18% | |
| 10 | ✓ | Mkl | Stock-Other | 0.20% | -0.02% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.92% | EXIT | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.16% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +6.9% | +28.81% | Add |
| 2 | MSFT | Microsoft CORP | +3.1% | +0.77% | Trim |
| 3 | ✓ | Alphabet Inc Cl C | +2.3% | -3.18% | Add |
| 4 | JPM | Jpmorgan Chase & Co | — | +1.62% | Add |
| 5 | ✓ | Mkl | -0.1% | — | Unchanged |
| 6 | PANW | Palo Alto Networks Inc | -0.2% | -2.96% | Trim |
| 7 | COST | Costco Wholesale CORP | -0.2% | +0.18% | Add |
| 8 | MA | Mastercard Inc - A | -0.2% | +1.23% | Add |
| 9 | V | Visa Inc-class A Shares | -0.4% | +0.93% | Add |
| 10 | NVDA | Nvidia CORP | -1.1% | — | Trim |
| 11 | AMZN | Amazon.com Inc | -1.4% | -0.09% | Trim |
| 12 | AAPL | Apple Inc | -4.1% | -13.63% | Trim |
| 13 | BRK-B | Berkshire Hathaway Inc. | — | EXIT | Sold out |
| 14 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 15 | AIVSX | Amer Fnd Inv Co Of Am-a | — | 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 12 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 118.9% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
BRK-B
前期市值: $4.5M
During Q3 2025, Sander Capital Advisors Inc's top holdings by market value included MSFT (47.8%)、AAPL (13.1%)、AMZN (12.9%). The largest single position, MSFT, represented 47.8% of total portfolio value.
In Q3 2025, Sander Capital Advisors Inc made 14 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 5 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.