Sander Capital Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Sander Capital Advisors Inc. reported 13 stock positions worth $189.0 million. Its top holding was Microsoft (MSFT) at 38.9% of the portfolio, followed by Google Class C (GOOG, 17.9%) and Apple (AAPL, 17.4%). Compared with Q1 2026, it opened 3 new positions, sold out of 2, added to 2 and reduced 7. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Seattle, WA
- CIK
- 0001173889
- Portfolio Value
- $189.0M (Q2 2026)
- SEC Filing
- 0001493152-26-033483 ↗ filed Jul 16, 2026
Holdings Value
Holdings 13 stocks · $189.0M
| MSFT Microsoft Corp. | 38.92% | 197,239 | $73.6M | Reduce -1.9% |
| GOOG Google LLC Class C filed as ALPHABET INC CL C | 17.86% | 95,535 | $33.8M | Reduce -0.5% |
| AAPL Apple Inc. | 17.37% | 113,481 | $32.8M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 17.12% | 135,773 | $32.4M | Add +5.8% |
| MU Micron Technology Inc. | 3.31% | 5,427 | $6.3M | New |
| V Visa Inc. Class A | 1.55% | 8,555 | $2.9M | Reduce -5.7% |
| MA Mastercard Inc. Class A | 0.99% | 3,658 | $1.9M | Reduce -11.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.89% | 5,540 | $1.7M | New |
| COST Costco Wholesale Corp. | 0.68% | 1,382 | $1.3M | Reduce -6.4% |
| ORCL Oracle Corp. | 0.66% | 8,510 | $1.2M | Reduce -61.1% |
| NVDA Nvidia Corp. | 0.30% | 2,855 | $571K | Add +110.7% |
| MKL | 0.26% | 250 | $488K | No change |
| META Meta Platforms Inc. Class A | 0.09% | 289 | $163K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -1.9% | 38.92% | −4.16 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.93 |
| ORCL Oracle Corp. | Reduce -61.1% | 0.66% | −1.20 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.92 |
| MA Mastercard Inc. Class A | Reduce -11.9% | 0.99% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -6.4% | 0.68% | −0.17 |
| V Visa Inc. Class A | Reduce -5.7% | 1.55% | −0.03 |
| AAPL Apple Inc. | Reduce -0.2% | 17.37% | +0.66 |
| GOOG Google LLC Class C | Reduce -0.5% | 17.86% | +1.90 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $189.0M | MSFT, GOOG, AAPL, AMZN, MU |
| Q1 2026 | 12 | $172.7M | MSFT, AAPL, GOOG, AMZN, PANW |
| Q4 2025 | 12 | $210.0M | MSFT, AAPL, AMZN, GOOG, ORCL |
| Q3 2025 | 12 | $238.6M | MSFT, AAPL, AMZN, GOOG, ORCL |
| Q2 2025 | 13 | $219.3M | MSFT, AMZN, AAPL, GOOG, ORCL |
| Q1 2025 | 15 | $190.1M | MSFT, AAPL, AMZN, GOOG, ORCL |
| Q4 2024 | 15 | $217.3M | MSFT, AAPL, AMZN, GOOG, ORCL |
| Q3 2024 | 15 | $215.9M | MSFT, AAPL, AMZN, GOOG, BERKSHIRE HATHAWAY INC |
| Q2 2024 | 15 | $218.9M | MSFT, AAPL, AMZN, GOOG, ADBE |
| Q1 2024 | 16 | $205.0M | MSFT, AAPL, AMZN, ADBE, GOOG |