Sander Capital Advisors Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Sander Capital Advisors Inc. reported 12 stock positions worth $238.6 million. Its top holding was Microsoft (MSFT) at 47.8% of the portfolio, followed by Apple (AAPL, 13.1%) and Amazon.com (AMZN, 12.9%). Compared with Q2 2025, it sold out of 1, added to 6 and reduced 4. The biggest buy was Oracle (ORCL, shares +29%) and the biggest sale an exit from Adobe (ADBE).

Most Recent 13F
Q2 2026
Location
Seattle, WA
CIK
0001173889
Portfolio Value
$238.6M (Q3 2025)
SEC Filing
0001493152-25-018673 ↗ filed Oct 20, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $205.0M Q1 2024 Q2 2024: $218.9M Q2 2024 Q3 2024: $215.9M Q3 2024 Q4 2024: $217.3M Q4 2024 Q1 2025: $190.1M Q1 2025 Q2 2025: $219.3M Q2 2025 Q3 2025: $238.6M $238.6M Q3 2025 Q4 2025: $210.0M Q4 2025 Q1 2026: $172.7M Q1 2026 Q2 2026: $189.0M Q2 2026

Holdings 12 stocks · $238.6M
MSFT Microsoft Corp. 47.81% 220,257 $114.1M Add +0.8%
AAPL Apple Inc. 13.08% 122,529 $31.2M Reduce -13.6%
AMZN Amazon.com Inc. 12.93% 140,481 $30.8M Reduce -0.1%
GOOG Google LLC Class C filed as ALPHABET INC CL C 10.42% 102,126 $24.9M Reduce -3.2%
ORCL Oracle Corp. 9.95% 84,417 $23.7M Add +28.8%
PANW Palo Alto Networks Inc. 2.07% 24,270 $4.9M Reduce -3.0%
V Visa Inc. Class A 1.47% 10,270 $3.5M Add +0.9%
MA Mastercard Inc. Class A 1.18% 4,938 $2.8M Add +1.2%
COST Costco Wholesale Corp. 0.66% 1,693 $1.6M Add +0.2%
MKL 0.20% 250 $478K No change
JPM JPMorgan Chase & Co. 0.12% 940 $297K Add +1.6%
NVDA Nvidia Corp. 0.11% 1,355 $253K No change

Portfolio Sells Q2 2025 → Q3 2025
ADBE Adobe Inc. Sold out 0.00% −1.59
AMZN Amazon.com Inc. Reduce -0.1% 12.93% −1.14
PANW Palo Alto Networks Inc. Reduce -3.0% 2.07% −0.26
AAPL Apple Inc. Reduce -13.6% 13.08% −0.19
GOOG Google LLC Class C Reduce -3.2% 10.42% +1.89

Portfolio Buys Q2 2025 → Q3 2025
ORCL Oracle Corp. Add +28.8% 9.95% +3.42
JPM JPMorgan Chase & Co. Add +1.6% 0.12% +0.00
MA Mastercard Inc. Class A Add +1.2% 1.18% −0.07
COST Costco Wholesale Corp. Add +0.2% 0.66% −0.11
V Visa Inc. Class A Add +0.9% 1.47% −0.18
MSFT Microsoft Corp. Add +0.8% 47.81% −1.76

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$189.0MMSFT, GOOG, AAPL, AMZN, MU
Q1 2026 12$172.7MMSFT, AAPL, GOOG, AMZN, PANW
Q4 2025 12$210.0MMSFT, AAPL, AMZN, GOOG, ORCL
Q3 2025 12$238.6MMSFT, AAPL, AMZN, GOOG, ORCL
Q2 2025 13$219.3MMSFT, AMZN, AAPL, GOOG, ORCL
Q1 2025 15$190.1MMSFT, AAPL, AMZN, GOOG, ORCL
Q4 2024 15$217.3MMSFT, AAPL, AMZN, GOOG, ORCL
Q3 2024 15$215.9MMSFT, AAPL, AMZN, GOOG, BERKSHIRE HATHAWAY INC
Q2 2024 15$218.9MMSFT, AAPL, AMZN, GOOG, ADBE
Q1 2024 16$205.0MMSFT, AAPL, AMZN, ADBE, GOOG