SANDER CAPITAL ADVISORS INC Activity Q4 2001-Q3 2023

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Q3 2023

			Value		Shares		↓ Weighting
MSFT	Buy	MSFTcs	$73,371	-3.7%	232,370	+3.7%	42.54%	+2.2%
AAPL	Buy	AAPLcs	$28,380	-11.6%	165,761	+0.2%	16.46%	-6.1%
AMZN	Buy	AMZNcs	$15,388	+36.0%	121,053	+39.5%	8.92%	+44.4%
PANW	New	PANWcs	$8,551	–	36,474	–	4.96%	–
GOOG	Buy	GOOGcs	$7,444	+538.4%	56,459	+485.5%	4.32%	+577.6%
	Sell	MSUXXmf	$5,491	-68.6%	5,491	-68.6%	3.18%	-66.7%
ORCL	Buy	ORCLcs	$5,176	+55.2%	48,869	+74.5%	3.00%	+64.8%
OXY	Sell	OXYcs	$2,360	+5.7%	36,380	-4.2%	1.37%	+12.2%
NOG	Buy	NOGcs	$1,712	+57.1%	42,550	+33.9%	0.99%	+66.9%
COST	Sell	COSTcs	$896	+0.7%	1,585	-4.1%	0.52%	+7.0%
JPM	Sell	JPMcs	$135	-12.3%	930	-11.8%	0.08%	-7.1%
SCHW	Exit	SCHWcs	$0	–	-19,510	–	-0.60%	–
HUM	Exit	HUMcs	$0	–	-14,397	–	-3.52%	–
UNH	Exit	UNHcs	$0	–	-13,894	–	-3.65%	–

Q2 2023

			Value		Shares		↓ Weighting
MSFT	New	MSFTcs	$76,221	–	223,981	–	41.62%	–
AAPL	New	AAPLcs	$32,095	–	165,465	–	17.52%	–
	New	MSUXXmf	$17,504	–	17,504	–	9.56%	–
ADBE	New	ADBEcs	$12,133	–	24,812	–	6.62%	–
AMZN	New	AMZNcs	$11,316	–	86,804	–	6.18%	–
UNH	New	UNHcs	$6,678	–	13,894	–	3.65%	–
HUM	New	HUMcs	$6,437	–	14,397	–	3.52%	–
BRKB	New	BRKBcs	$5,666	–	16,617	–	3.09%	–
ORCL	New	ORCLcs	$3,335	–	28,000	–	1.82%	–
V	New	Vcs	$2,374	–	9,997	–	1.30%	–
MA	New	MAcs	$2,269	–	5,768	–	1.24%	–
OXY	New	OXYcs	$2,232	–	37,960	–	1.22%	–
GOOG	New	GOOGcs	$1,166	–	9,643	–	0.64%	–
SCHW	New	SCHWcs	$1,106	–	19,510	–	0.60%	–
NOG	New	NOGcs	$1,090	–	31,770	–	0.60%	–
COST	New	COSTcs	$890	–	1,652	–	0.49%	–
UBSH	New	MKLcs	$346	–	250	–	0.19%	–
JPM	New	JPMcs	$154	–	1,055	–	0.08%	–
ACN	New	ACNcs	$130	–	420	–	0.07%	–

Q4 2022

			Value		Shares		↓ Weighting
JPM	Exit	JPMcs	$0	–	-350	–	-0.02%	–
BA	Exit	BAcs	$0	–	-418	–	-0.03%	–
UBSH	Exit	MKLcs	$0	–	-250	–	-0.18%	–
COST	Exit	COSTcs	$0	–	-1,141	–	-0.35%	–
GOOG	Exit	GOOGcs	$0	–	-9,955	–	-0.63%	–
TSLA	Exit	TSLAcs	$0	–	-6,150	–	-1.07%	–
MA	Exit	MAcs	$0	–	-5,768	–	-1.07%	–
V	Exit	Vcs	$0	–	-9,809	–	-1.14%	–
	Exit	SNOXXmf	$0	–	-2,320	–	-1.52%	–
BRKB	Exit	BRKBcs	$0	–	-12,407	–	-2.17%	–
ADBE	Exit	ADBEcs	$0	–	-16,609	–	-2.99%	–
AMZN	Exit	AMZNcs	$0	–	-73,230	–	-5.42%	–
AAPL	Exit	AAPLcs	$0	–	-140,650	–	-12.73%	–
MSFT	Exit	MSFTcs	$0	–	-213,959	–	-32.62%	–
	Exit	MSUXXmf	$0	–	-58,126	–	-38.06%	–

Q3 2022

			Value		Shares		↓ Weighting
	New	MSUXXmf	$58,126,000	–	58,126	–	38.06%	–
MSFT	Sell	MSFTcs	$49,831,000	-11.1%	213,959	-2.0%	32.62%	-39.6%
AAPL	Sell	AAPLcs	$19,438,000	+1.1%	140,650	-0.0%	12.73%	-31.3%
AMZN	Sell	AMZNcs	$8,275,000	+6.0%	73,230	-0.3%	5.42%	-28.0%
ADBE	Sell	ADBEcs	$4,571,000	-61.6%	16,609	-49.0%	2.99%	-73.9%
BRKB	New	BRKBcs	$3,313,000	–	12,407	–	2.17%	–
	New	SNOXXmf	$2,320,000	–	2,320	–	1.52%	–
V	Sell	Vcs	$1,743,000	-18.6%	9,809	-9.7%	1.14%	-44.7%
MA	Sell	MAcs	$1,640,000	-18.7%	5,768	-9.8%	1.07%	-44.8%
TSLA	Buy	TSLAcs	$1,631,000	+14.6%	6,150	+191.1%	1.07%	-22.2%
GOOG	Buy	GOOGcs	$957,000	-56.1%	9,955	+899.5%	0.63%	-70.1%
COST	Buy	COSTcs	$539,000	+14.4%	1,141	+16.2%	0.35%	-22.2%
BA	Buy	BAcs	$51,000	+10.9%	418	+24.0%	0.03%	-25.0%
JPM	New	JPMcs	$37,000	–	350	–	0.02%	–
ACN	Exit	ACNcs	$0	–	-519	–	-0.14%	–

Q2 2022

			Value		Shares		↓ Weighting
MSFT	New	MSFTcs	$56,052,000	–	218,245	–	54.03%	–
AAPL	New	AAPLcs	$19,230,000	–	140,655	–	18.54%	–
ADBE	New	ADBEcs	$11,916,000	–	32,551	–	11.49%	–
AMZN	New	AMZNcs	$7,804,000	–	73,480	–	7.52%	–
GOOG	New	GOOGcs	$2,179,000	–	996	–	2.10%	–
V	New	Vcs	$2,140,000	–	10,867	–	2.06%	–
MA	New	MAcs	$2,017,000	–	6,393	–	1.94%	–
TSLA	New	TSLAcs	$1,423,000	–	2,113	–	1.37%	–
COST	New	COSTcs	$471,000	–	982	–	0.45%	–
UBSH	New	MKLcs	$323,000	–	250	–	0.31%	–
ACN	New	ACNcs	$144,000	–	519	–	0.14%	–
BA	New	BAcs	$46,000	–	337	–	0.04%	–

Q4 2021

			Value		Shares		↓ Weighting
OTLY	Exit	OTLYcs	$0	–	-2,000	–	-0.01%	–
ACN	Exit	ACNcs	$0	–	-172	–	-0.02%	–
COST	Exit	COSTcs	$0	–	-982	–	-0.19%	–
TSLA	Exit	TSLAcs	$0	–	-850	–	-0.29%	–
GOOG	Exit	GOOGcs	$0	–	-1,271	–	-1.49%	–
MA	Exit	MAcs	$0	–	-11,523	–	-1.76%	–
V	Exit	Vcs	$0	–	-24,032	–	-2.35%	–
CRWD	Exit	CRWDcs	$0	–	-39,854	–	-4.30%	–
NOW	Exit	NOWcs	$0	–	-23,587	–	-6.45%	–
	Exit	NETcs	$0	–	-138,272	–	-6.84%	–
AMZN	Exit	AMZNcs	$0	–	-5,814	–	-8.39%	–
ZS	Exit	ZScs	$0	–	-74,174	–	-8.55%	–
AAPL	Exit	AAPLcs	$0	–	-172,494	–	-10.72%	–
ADBE	Exit	ADBEcs	$0	–	-87,646	–	-22.17%	–
MSFT	Exit	MSFTcs	$0	–	-213,543	–	-26.45%	–

Q3 2021

			Value		Shares		↓ Weighting
MSFT	Buy	MSFTcs	$60,202,000	+4.4%	213,543	+0.3%	26.45%	+2.2%
ADBE	Buy	ADBEcs	$50,460,000	-1.2%	87,646	+0.5%	22.17%	-3.2%
AAPL	Sell	AAPLcs	$24,408,000	+2.6%	172,494	-0.7%	10.72%	+0.4%
ZS	Buy	ZScs	$19,450,000	+23.4%	74,174	+1.7%	8.55%	+20.8%
AMZN	Sell	AMZNcs	$19,099,000	-4.7%	5,814	-0.2%	8.39%	-6.7%
	Buy	NETcs	$15,576,000	+27.7%	138,272	+20.0%	6.84%	+25.1%
NOW	Buy	NOWcs	$14,678,000	+14.6%	23,587	+1.2%	6.45%	+12.2%
CRWD	Buy	CRWDcs	$9,795,000	+2.9%	39,854	+5.2%	4.30%	+0.8%
V	Sell	Vcs	$5,353,000	-21.8%	24,032	-17.9%	2.35%	-23.5%
MA	Sell	MAcs	$4,006,000	-51.2%	11,523	-48.7%	1.76%	-52.2%
GOOG	Buy	GOOGcs	$3,388,000	+8.8%	1,271	+2.3%	1.49%	+6.6%
COST	Sell	COSTcs	$441,000	+12.2%	982	-1.0%	0.19%	+10.2%
TGT	Exit	TGTcs	$0	–	-1,137	–	-0.12%	–
OKTA	Exit	OKTAcs	$0	–	-2,077	–	-0.23%	–

Q2 2021

			Value		Shares		↓ Weighting
MSFT	New	MSFTcs	$57,660,000	–	212,845	–	25.87%	–
ADBE	New	ADBEcs	$51,058,000	–	87,183	–	22.91%	–
AAPL	New	AAPLcs	$23,794,000	–	173,727	–	10.68%	–
AMZN	New	AMZNcs	$20,049,000	–	5,828	–	9.00%	–
ZS	New	ZScs	$15,760,000	–	72,944	–	7.07%	–
NOW	New	NOWcs	$12,805,000	–	23,301	–	5.75%	–
	New	NETcs	$12,197,000	–	115,240	–	5.47%	–
CRWD	New	CRWDcs	$9,519,000	–	37,876	–	4.27%	–
MA	New	MAcs	$8,208,000	–	22,482	–	3.68%	–
V	New	Vcs	$6,848,000	–	29,288	–	3.07%	–
GOOG	New	GOOGcs	$3,113,000	–	1,242	–	1.40%	–
TSLA	New	TSLAcs	$578,000	–	850	–	0.26%	–
OKTA	New	OKTAcs	$508,000	–	2,077	–	0.23%	–
COST	New	COSTcs	$393,000	–	992	–	0.18%	–
TGT	New	TGTcs	$275,000	–	1,137	–	0.12%	–
ACN	New	ACNcs	$51,000	–	172	–	0.02%	–
OTLY	New	OTLYcs	$49,000	–	2,000	–	0.02%	–

Q4 2020

			Value		Shares		↓ Weighting
ACN	Exit	ACNcs	$0	–	-172	–	-0.02%	–
JNJ	Exit	JNJcs	$0	–	-1,350	–	-0.11%	–
COST	Exit	COSTcs	$0	–	-886	–	-0.17%	–
GOOG	Exit	GOOGcs	$0	–	-3,822	–	-2.99%	–
ZS	Exit	ZScs	$0	–	-59,466	–	-4.46%	–
NOW	Exit	NOWcs	$0	–	-20,107	–	-5.20%	–
V	Exit	Vcs	$0	–	-75,958	–	-8.09%	–
MA	Exit	MAcs	$0	–	-55,609	–	-10.02%	–
AAPL	Exit	AAPLcs	$0	–	-173,141	–	-10.68%	–
AMZN	Exit	AMZNcs	$0	–	-6,882	–	-11.54%	–
ADBE	Exit	ADBEcs	$0	–	-88,147	–	-23.03%	–
MSFT	Exit	MSFTcs	$0	–	-211,348	–	-23.68%	–

Q3 2020

			Value		Shares		↓ Weighting
MSFT	Sell	MSFTcs	$44,453,000	+1.7%	211,348	-1.6%	23.68%	-6.4%
ADBE	Sell	ADBEcs	$43,230,000	+10.6%	88,147	-1.8%	23.03%	+1.8%
AMZN	Buy	AMZNcs	$21,669,000	+29.8%	6,882	+13.7%	11.54%	+19.5%
AAPL	Buy	AAPLcs	$20,051,000	+56.8%	173,141	+394.0%	10.68%	+44.3%
MA	Sell	MAcs	$18,805,000	-16.3%	55,609	-26.8%	10.02%	-22.9%
V	Sell	Vcs	$15,189,000	-32.5%	75,958	-34.8%	8.09%	-37.8%
NOW	Sell	NOWcs	$9,752,000	+17.4%	20,107	-2.0%	5.20%	+8.0%
ZS	Buy	ZScs	$8,366,000	+2256.6%	59,466	+1735.4%	4.46%	+2074.1%
GOOG	Sell	GOOGcs	$5,616,000	-10.2%	3,822	-13.6%	2.99%	-17.3%
ACN	Sell	ACNcs	$39,000	-51.2%	172	-53.8%	0.02%	-54.3%
OKTA	Exit	OKTAcs	$0	–	-345	–	-0.04%	–

Q2 2020

			Value		Shares		↓ Weighting
MSFT	New	MSFTcs	$43,725,000	–	214,858	–	25.31%	–
ADBE	New	ADBEcs	$39,085,000	–	89,787	–	22.62%	–
V	New	Vcs	$22,496,000	–	116,460	–	13.02%	–
MA	New	MAcs	$22,456,000	–	75,940	–	13.00%	–
AMZN	New	AMZNcs	$16,696,000	–	6,052	–	9.66%	–
AAPL	New	AAPLcs	$12,786,000	–	35,050	–	7.40%	–
NOW	New	NOWcs	$8,310,000	–	20,515	–	4.81%	–
GOOG	New	GOOGcs	$6,254,000	–	4,424	–	3.62%	–
ZS	New	ZScs	$355,000	–	3,240	–	0.20%	–
COST	New	COSTcs	$269,000	–	886	–	0.16%	–
JNJ	New	JNJcs	$190,000	–	1,350	–	0.11%	–
ACN	New	ACNcs	$80,000	–	372	–	0.05%	–
OKTA	New	OKTAcs	$69,000	–	345	–	0.04%	–

Q4 2019

			Value		Shares		↓ Weighting
JNJ	Exit	JNJcs	$0	–	-2,250	–	-0.19%	–
COST	Exit	COSTcs	$0	–	-1,885	–	-0.36%	–
BA	Exit	BAcs	$0	–	-5,213	–	-1.31%	–
NOW	Exit	NOWcs	$0	–	-30,622	–	-5.14%	–
AMZN	Exit	AMZNcs	$0	–	-8,155	–	-9.35%	–
MSFT	Exit	MSFTcs	$0	–	-169,596	–	-15.58%	–
V	Exit	Vcs	$0	–	-179,803	–	-20.44%	–
ADBE	Exit	ADBEcs	$0	–	-115,978	–	-21.17%	–
MA	Exit	MAcs	$0	–	-147,490	–	-26.46%	–

Q3 2019

			Value		Shares		↓ Weighting
MA	Buy	MAcs	$40,054,000	+8.7%	147,490	+5.0%	26.46%	+13.3%
ADBE	Buy	ADBEcs	$32,039,000	-3.3%	115,978	+3.0%	21.17%	+0.8%
V	Buy	Vcs	$30,928,000	+1.2%	179,803	+1.1%	20.44%	+5.5%
MSFT	Buy	MSFTcs	$23,579,000	+15.7%	169,596	+11.4%	15.58%	+20.6%
AMZN	Sell	AMZNcs	$14,156,000	-12.8%	8,155	-4.3%	9.35%	-9.1%
NOW	Sell	NOWcs	$7,773,000	-22.2%	30,622	-14.3%	5.14%	-18.9%
BA	New	BAcs	$1,983,000	–	5,213	–	1.31%	–
PYPL	Exit	PYPLcs	$0	–	-16,828	–	-1.22%	–
OKTA	Exit	OKTAcs	$0	–	-63,981	–	-5.00%	–

Q2 2019

			Value		Shares		↓ Weighting
MA	New	MAcs	$36,861,000	–	140,460	–	23.36%	–
ADBE	New	ADBEcs	$33,132,000	–	112,615	–	21.00%	–
V	New	Vcs	$30,549,000	–	177,815	–	19.36%	–
MSFT	New	MSFTcs	$20,386,000	–	152,234	–	12.92%	–
AMZN	New	AMZNcs	$16,232,000	–	8,523	–	10.29%	–
NOW	New	NOWcs	$9,989,000	–	35,750	–	6.33%	–
OKTA	New	OKTAcs	$7,890,000	–	63,981	–	5.00%	–
PYPL	New	PYPLcs	$1,921,000	–	16,828	–	1.22%	–
COST	New	COSTcs	$499,000	–	1,885	–	0.32%	–
JNJ	New	JNJcs	$313,000	–	2,250	–	0.20%	–

Q4 2018

			Value		Shares		↓ Weighting
AAPL	Exit	AAPLcs	$0	–	-1,200	–	-0.18%	–
JNJ	Exit	JNJcs	$0	–	-3,450	–	-0.33%	–
HD	Exit	HDcs	$0	–	-4,600	–	-0.65%	–
PANW	Exit	PANWcs	$0	–	-9,650	–	-1.49%	–
NFLX	Exit	NFLXcs	$0	–	-6,748	–	-1.73%	–
CRM	Exit	CRMcs	$0	–	-38,467	–	-4.18%	–
NOW	Exit	NOWcs	$0	–	-46,673	–	-6.24%	–
GOOG	Exit	GOOGcs	$0	–	-7,775	–	-6.36%	–
MSFT	Exit	MSFTcs	$0	–	-125,035	–	-9.78%	–
AMZN	Exit	AMZNcs	$0	–	-8,640	–	-11.83%	–
V	Exit	Vcs	$0	–	-172,268	–	-17.68%	–
ADBE	Exit	ADBEcs	$0	–	-98,193	–	-18.12%	–
MA	Exit	MAcs	$0	–	-140,762	–	-21.43%	–

Q3 2018

			Value		Shares		↓ Weighting
MA	Buy	MAcs	$31,335,000	+21.0%	140,762	+6.8%	21.43%	+3.2%
ADBE	Buy	ADBEcs	$26,507,000	+12.8%	98,193	+1.8%	18.12%	-3.8%
V	Sell	Vcs	$25,856,000	+13.3%	172,268	-0.0%	17.68%	-3.4%
AMZN	Buy	AMZNcs	$17,306,000	+22.5%	8,640	+4.0%	11.83%	+4.5%
MSFT	Buy	MSFTcs	$14,300,000	+31.1%	125,035	+13.1%	9.78%	+11.9%
GOOG	Buy	GOOGcs	$9,297,000	+7.5%	7,775	+0.3%	6.36%	-8.3%
NOW	Buy	NOWcs	$9,131,000	+67.9%	46,673	+48.1%	6.24%	+43.2%
CRM	Buy	CRMcs	$6,117,000	+1179.7%	38,467	+997.2%	4.18%	+992.2%
NFLX	Sell	NFLXcs	$2,525,000	-37.5%	6,748	-34.6%	1.73%	-46.6%
PANW	New	PANWcs	$2,174,000	–	9,650	–	1.49%	–
HD	Sell	HDcs	$953,000	-21.2%	4,600	-25.8%	0.65%	-32.7%
FB	Exit	FBcs	$0	–	-36,252	–	-5.65%	–

Q2 2018

			Value		Shares		↓ Weighting
MA	New	MAcs	$25,896,000	–	131,773	–	20.76%	–
ADBE	New	ADBEcs	$23,507,000	–	96,415	–	18.84%	–
V	New	Vcs	$22,819,000	–	172,283	–	18.29%	–
AMZN	New	AMZNcs	$14,125,000	–	8,310	–	11.32%	–
MSFT	New	MSFTcs	$10,905,000	–	110,585	–	8.74%	–
GOOG	New	GOOGcs	$8,645,000	–	7,749	–	6.93%	–
FB	New	FBcs	$7,044,000	–	36,252	–	5.65%	–
NOW	New	NOWcs	$5,437,000	–	31,525	–	4.36%	–
NFLX	New	NFLXcs	$4,038,000	–	10,316	–	3.24%	–
HD	New	HDcs	$1,209,000	–	6,200	–	0.97%	–
CRM	New	CRMcs	$478,000	–	3,506	–	0.38%	–
JNJ	New	JNJcs	$419,000	–	3,450	–	0.34%	–
AAPL	New	AAPLcs	$222,000	–	1,200	–	0.18%	–

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