Filed: 7/19/2023ACC: 0001493152-23-024957
📋 What this filing means
SANDER CAPITAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $183.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$183.1K
Total AUM (reported)
709.50K
Total Shares
Allocation by class
CS$165.6K90.4%
MF$17.5K9.6%
Portfolio Concentration
Top 3$125.8K68.7%
4–10$47.9K26.2%
11–25$9.4K5.1%
Top 3 weight
68.7%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings19
Rows:
MSFT
SOLEShares223.98K
TypeSH
Market value$76.2K
41.62%
Sole
0.00
Shared
0.00
None
0.00
AAPL
SOLEShares165.47K
TypeSH
Market value$32.1K
17.52%
Sole
0.00
Shared
0.00
None
0.00
MSUXX
SOLEShares17.50K
TypeSH
Market value$17.5K
9.56%
Sole
0.00
Shared
0.00
None
0.00
ADBE
SOLEShares24.81K
TypeSH
Market value$12.1K
6.62%
Sole
0.00
Shared
0.00
None
0.00
AMZN
SOLEShares86.80K
TypeSH
Market value$11.3K
6.18%
Sole
0.00
Shared
0.00
None
0.00
UNH
SOLEShares13.89K
TypeSH
Market value$6.7K
3.65%
Sole
0.00
Shared
0.00
None
0.00
HUM
SOLEShares14.40K
TypeSH
Market value$6.4K
3.51%
Sole
0.00
Shared
0.00
None
0.00
BRKB
SOLEShares16.62K
TypeSH
Market value$5.7K
3.09%
Sole
0.00
Shared
0.00
None
0.00
ORCL
SOLEShares28K
TypeSH
Market value$3.3K
1.82%
Sole
0.00
Shared
0.00
None
0.00
V
SOLEShares10K
TypeSH
Market value$2.4K
1.30%
Sole
0.00
Shared
0.00
None
0.00
MA
SOLEShares5.77K
TypeSH
Market value$2.3K
1.24%
Sole
0.00
Shared
0.00
None
0.00
OXY
SOLEShares37.96K
TypeSH
Market value$2.2K
1.22%
Sole
0.00
Shared
0.00
None
0.00
GOOG
SOLEShares9.64K
TypeSH
Market value$1.2K
0.64%
Sole
0.00
Shared
0.00
None
0.00
SCHW
SOLEShares19.51K
TypeSH
Market value$1.1K
0.60%
Sole
0.00
Shared
0.00
None
0.00
NOG
SOLEShares31.77K
TypeSH
Market value$1.1K
0.60%
Sole
0.00
Shared
0.00
None
0.00
COST
SOLEShares1.65K
TypeSH
Market value$890.00
0.49%
Sole
0.00
Shared
0.00
None
0.00
MKL
SOLEShares250.00
TypeSH
Market value$346.00
0.19%
Sole
0.00
Shared
0.00
None
0.00
JPM
SOLEShares1.05K
TypeSH
Market value$154.00
0.08%
Sole
0.00
Shared
0.00
None
0.00
ACN
SOLEShares420.00
TypeSH
Market value$130.00
0.07%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MSFTSOLE | CS | 223.98K | SH | $76.2K 41.62% | 0.00 | 0.00 | 0.00 |
AAPLSOLE | CS | 165.47K | SH | $32.1K 17.52% | 0.00 | 0.00 | 0.00 |
MSUXXSOLE | MF | 17.50K | SH | $17.5K 9.56% | 0.00 | 0.00 | 0.00 |
ADBESOLE | CS | 24.81K | SH | $12.1K 6.62% | 0.00 | 0.00 | 0.00 |
AMZNSOLE | CS | 86.80K | SH | $11.3K 6.18% | 0.00 | 0.00 | 0.00 |
UNHSOLE | CS | 13.89K | SH | $6.7K 3.65% | 0.00 | 0.00 | 0.00 |
HUMSOLE | CS | 14.40K | SH | $6.4K 3.51% | 0.00 | 0.00 | 0.00 |
BRKBSOLE | CS | 16.62K | SH | $5.7K 3.09% | 0.00 | 0.00 | 0.00 |
ORCLSOLE | CS | 28K | SH | $3.3K 1.82% | 0.00 | 0.00 | 0.00 |
VSOLE | CS | 10K | SH | $2.4K 1.30% | 0.00 | 0.00 | 0.00 |
MASOLE | CS | 5.77K | SH | $2.3K 1.24% | 0.00 | 0.00 | 0.00 |
OXYSOLE | CS | 37.96K | SH | $2.2K 1.22% | 0.00 | 0.00 | 0.00 |
GOOGSOLE | CS | 9.64K | SH | $1.2K 0.64% | 0.00 | 0.00 | 0.00 |
SCHWSOLE | CS | 19.51K | SH | $1.1K 0.60% | 0.00 | 0.00 | 0.00 |
NOGSOLE | CS | 31.77K | SH | $1.1K 0.60% | 0.00 | 0.00 | 0.00 |
COSTSOLE | CS | 1.65K | SH | $890.00 0.49% | 0.00 | 0.00 | 0.00 |
MKLSOLE | CS | 250.00 | SH | $346.00 0.19% | 0.00 | 0.00 | 0.00 |
JPMSOLE | CS | 1.05K | SH | $154.00 0.08% | 0.00 | 0.00 | 0.00 |
ACNSOLE | CS | 420.00 | SH | $130.00 0.07% | 0.00 | 0.00 | 0.00 |