Sander Capital Advisors Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Sander Capital Advisors Inc. reported 15 stock positions worth $218.9 million. Its top holding was Microsoft (MSFT) at 47.5% of the portfolio, followed by Apple (AAPL, 14.4%) and Amazon.com (AMZN, 12.8%). Compared with Q1 2024, it opened 2 new positions, sold out of 3, added to 4 and reduced 6. The biggest buy was Google Class C (GOOG, shares +35%) and the biggest sale Adobe (ADBE, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Seattle, WA
- CIK
- 0001173889
- Portfolio Value
- $218.9M (Q2 2024)
- SEC Filing
- 0001493152-24-028138 ↗ filed Jul 17, 2024
Holdings Value
Holdings 15 stocks · $218.9M
| MSFT Microsoft Corp. | 47.47% | 232,506 | $103.9M | Add +0.1% |
| AAPL Apple Inc. | 14.40% | 149,623 | $31.5M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 12.83% | 145,287 | $28.1M | Add +3.9% |
| GOOG Google LLC Class C filed as ALPHABET INC CL C | 7.66% | 91,364 | $16.8M | Add +35.3% |
| ADBE Adobe Inc. | 3.75% | 14,761 | $8.2M | Reduce -50.6% |
| BERKSHIRE HATHAWAY INC | 3.24% | 17,459 | $7.1M | Reduce -8.4% |
| ORCL Oracle Corp. | 2.06% | 31,975 | $4.5M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 2.00% | 12,890 | $4.4M | Reduce -57.2% |
| NVDA Nvidia Corp. | 1.74% | 30,870 | $3.8M | New |
| SMCI Super Micro Computer Inc. | 1.63% | 4,350 | $3.6M | New |
| V Visa Inc. Class A | 1.20% | 10,018 | $2.6M | No change |
| MA Mastercard Inc. Class A | 1.16% | 5,739 | $2.5M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.62% | 1,585 | $1.3M | No change |
| MKL | 0.18% | 250 | $394K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 805 | $163K | Add +0.6% |
Portfolio Sells Q1 2024 → Q2 2024
| ADBE Adobe Inc. | Reduce -50.6% | 3.75% | −3.61 |
| PANW Palo Alto Networks Inc. | Reduce -57.2% | 2.00% | −2.18 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.95 |
| BERKSHIRE HATHAWAY INC | Reduce -8.4% | 3.24% | −0.66 |
| MSUXX Msilf Treasury Sec-Inst | Sold out | 0.00% | −0.49 |
| MA Mastercard Inc. Class A | Reduce -0.0% | 1.16% | −0.19 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.06 |
| ORCL Oracle Corp. | Reduce -0.7% | 2.06% | +0.09 |
| AAPL Apple Inc. | Reduce -0.3% | 14.40% | +1.84 |
Portfolio Buys Q1 2024 → Q2 2024
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 |