Sander Capital Advisors Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Sander Capital Advisors Inc. reported 12 stock positions worth $172.7 million. Its top holding was Microsoft (MSFT) at 43.1% of the portfolio, followed by Apple (AAPL, 16.7%) and Google Class C (GOOG, 16.0%). Compared with Q4 2025, it added to 3 and reduced 5. The biggest buy was Google Class C (GOOG, shares +3%) and the biggest sale Oracle (ORCL, shares −58%).

Most Recent 13F
Q2 2026
Location
Seattle, WA
CIK
0001173889
Portfolio Value
$172.7M (Q1 2026)
SEC Filing
0001493152-26-017013 ↗ filed Apr 16, 2026

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 Q3 2025 Q4 2025: $210.0M Q4 2025 Q1 2026: $172.7M $172.7M Q1 2026 Q2 2026: $189.0M Q2 2026

Holdings 12 stocks · $172.7M
MSFT Microsoft Corp. 43.08% 200,958 $74.4M Add +0.3%
AAPL Apple Inc. 16.71% 113,716 $28.9M Reduce -0.1%
GOOG Google LLC Class C filed as ALPHABET INC CL C 15.96% 96,035 $27.6M Add +3.1%
AMZN Amazon.com Inc. 15.48% 128,343 $26.7M Add +0.3%
PANW Palo Alto Networks Inc. 1.93% 20,790 $3.3M No change
ORCL Oracle Corp. 1.86% 21,880 $3.2M Reduce -57.6%
V Visa Inc. Class A 1.59% 9,067 $2.7M Reduce -0.2%
MA Mastercard Inc. Class A 1.20% 4,153 $2.1M Reduce -0.1%
JPM JPMorgan Chase & Co. 0.92% 5,375 $1.6M Reduce -5.0%
COST Costco Wholesale Corp. 0.85% 1,477 $1.5M No change
MKL 0.28% 250 $479K No change
NVDA Nvidia Corp. 0.14% 1,355 $236K No change

Portfolio Sells Q4 2025 → Q1 2026
ORCL Oracle Corp. Reduce -57.6% 1.86% −2.93
JPM JPMorgan Chase & Co. Reduce -5.0% 0.92% +0.05
V Visa Inc. Class A Reduce -0.2% 1.59% +0.07
MA Mastercard Inc. Class A Reduce -0.1% 1.20% +0.07
AAPL Apple Inc. Reduce -0.1% 16.71% +1.98

Portfolio Buys Q4 2025 → Q1 2026
GOOG Google LLC Class C Add +3.1% 15.96% +2.03
AMZN Amazon.com Inc. Add +0.3% 15.48% +1.41
MSFT Microsoft Corp. Add +0.3% 43.08% −3.07

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