Filed: 1/10/2024ACC: 0001493152-24-001966
📋 What this filing means
SANDER CAPITAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $195.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$195.4K
Total AUM (reported)
755.23K
Total Shares
Allocation by class
CS$195.2K99.9%
MF$195.000.1%
Portfolio Concentration
Top 3$137.1K70.1%
4–10$56.5K28.9%
11–25$1.8K0.9%
Top 3 weight
70.1%
Top 10 weight
99.1%
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)
Sole15
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings15
Rows:
MSFT
SOLEShares231.27K
TypeSH
Market value$87.0K
44.50%
Sole
0.00
Shared
0.00
None
0.00
AAPL
SOLEShares164.52K
TypeSH
Market value$31.7K
16.21%
Sole
0.00
Shared
0.00
None
0.00
AMZN
SOLEShares121.28K
TypeSH
Market value$18.4K
9.43%
Sole
0.00
Shared
0.00
None
0.00
ADBE
SOLEShares29.87K
TypeSH
Market value$17.8K
9.12%
Sole
0.00
Shared
0.00
None
0.00
PANW
SOLEShares42.84K
TypeSH
Market value$12.6K
6.46%
Sole
0.00
Shared
0.00
None
0.00
ORCL
SOLEShares78.86K
TypeSH
Market value$8.3K
4.25%
Sole
0.00
Shared
0.00
None
0.00
GOOG
SOLEShares53.10K
TypeSH
Market value$7.5K
3.83%
Sole
0.00
Shared
0.00
None
0.00
BRKB
SOLEShares14.67K
TypeSH
Market value$5.2K
2.68%
Sole
0.00
Shared
0.00
None
0.00
V
SOLEShares10K
TypeSH
Market value$2.6K
1.33%
Sole
0.00
Shared
0.00
None
0.00
MA
SOLEShares5.69K
TypeSH
Market value$2.4K
1.24%
Sole
0.00
Shared
0.00
None
0.00
COST
SOLEShares1.58K
TypeSH
Market value$1.0K
0.54%
Sole
0.00
Shared
0.00
None
0.00
MKL
SOLEShares250.00
TypeSH
Market value$355.00
0.18%
Sole
0.00
Shared
0.00
None
0.00
MSUXX
SOLEShares195.00
TypeSH
Market value$195.00
0.10%
Sole
0.00
Shared
0.00
None
0.00
JPM
SOLEShares780.00
TypeSH
Market value$133.00
0.07%
Sole
0.00
Shared
0.00
None
0.00
ACN
SOLEShares320.00
TypeSH
Market value$112.00
0.06%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MSFTSOLE | CS | 231.27K | SH | $87.0K 44.50% | 0.00 | 0.00 | 0.00 |
AAPLSOLE | CS | 164.52K | SH | $31.7K 16.21% | 0.00 | 0.00 | 0.00 |
AMZNSOLE | CS | 121.28K | SH | $18.4K 9.43% | 0.00 | 0.00 | 0.00 |
ADBESOLE | CS | 29.87K | SH | $17.8K 9.12% | 0.00 | 0.00 | 0.00 |
PANWSOLE | CS | 42.84K | SH | $12.6K 6.46% | 0.00 | 0.00 | 0.00 |
ORCLSOLE | CS | 78.86K | SH | $8.3K 4.25% | 0.00 | 0.00 | 0.00 |
GOOGSOLE | CS | 53.10K | SH | $7.5K 3.83% | 0.00 | 0.00 | 0.00 |
BRKBSOLE | CS | 14.67K | SH | $5.2K 2.68% | 0.00 | 0.00 | 0.00 |
VSOLE | CS | 10K | SH | $2.6K 1.33% | 0.00 | 0.00 | 0.00 |
MASOLE | CS | 5.69K | SH | $2.4K 1.24% | 0.00 | 0.00 | 0.00 |
COSTSOLE | CS | 1.58K | SH | $1.0K 0.54% | 0.00 | 0.00 | 0.00 |
MKLSOLE | CS | 250.00 | SH | $355.00 0.18% | 0.00 | 0.00 | 0.00 |
MSUXXSOLE | MF | 195.00 | SH | $195.00 0.10% | 0.00 | 0.00 | 0.00 |
JPMSOLE | CS | 780.00 | SH | $133.00 0.07% | 0.00 | 0.00 | 0.00 |
ACNSOLE | CS | 320.00 | SH | $112.00 0.06% | 0.00 | 0.00 | 0.00 |