Sander Capital Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Sander Capital Advisors Inc. reported 13 stock positions worth $219.3 million. Its top holding was Microsoft (MSFT) at 49.6% of the portfolio, followed by Amazon.com (AMZN, 14.1%) and Apple (AAPL, 13.3%). Compared with Q1 2025, it sold out of 2, added to 4 and reduced 5. The biggest buy was Oracle (ORCL, shares +57%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Seattle, WA
- CIK
- 0001173889
- Portfolio Value
- $219.3M (Q2 2025)
- SEC Filing
- 0001641172-25-021528 ↗ filed Jul 30, 2025
Holdings Value
Holdings 13 stocks · $219.3M
| MSFT Microsoft Corp. | 49.57% | 218,575 | $108.7M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 14.07% | 140,611 | $30.8M | Reduce -2.0% |
| AAPL Apple Inc. | 13.27% | 141,858 | $29.1M | Reduce -3.5% |
| GOOG Google LLC Class C filed as ALPHABET INC CL C | 8.53% | 105,481 | $18.7M | Add +7.3% |
| ORCL Oracle Corp. | 6.53% | 65,537 | $14.3M | Add +57.1% |
| PANW Palo Alto Networks Inc. | 2.33% | 25,010 | $5.1M | Reduce -0.3% |
| V Visa Inc. Class A | 1.65% | 10,175 | $3.6M | Add +0.8% |
| ADBE Adobe Inc. | 1.59% | 9,013 | $3.5M | No change |
| MA Mastercard Inc. Class A | 1.25% | 4,878 | $2.7M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.76% | 1,690 | $1.7M | No change |
| MKL | 0.23% | 250 | $499K | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 925 | $268K | No change |
| NVDA Nvidia Corp. | 0.10% | 1,355 | $214K | Reduce -93.8% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -3.5% | 13.27% | −3.92 |
| BERKSHIRE HATHAWAY INC | Sold out | 0.00% | −2.36 |
| NVDA Nvidia Corp. | Reduce -93.8% | 0.10% | −1.14 |
| AIVSX Amer FND Inv Co. of Am-A | Sold out | 0.00% | −0.48 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 14.07% | −0.30 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 2.33% | +0.08 |
| MSFT Microsoft Corp. | Reduce -3.4% | 49.57% | +4.89 |
Portfolio Buys Q1 2025 → Q2 2025
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 |