$173 Million is the total value of SANDER CAPITAL ADVISORS INC's 13 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 85.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MSFTcs | $43,725,000 | +36.0% | 214,858 | +5.4% | 25.31% | -19.2% |
| ADBE | Buy | ADBEcs | $39,085,000 | +68.6% | 89,787 | +23.2% | 22.62% | +0.1% |
| V | Buy | Vcs | $22,496,000 | +56.3% | 116,460 | +30.4% | 13.02% | -7.2% |
| MA | Buy | MAcs | $22,456,000 | +72.1% | 75,940 | +40.6% | 13.00% | +2.2% |
| AMZN | Buy | AMZNcs | $16,696,000 | +109.9% | 6,052 | +48.3% | 9.66% | +24.6% |
| AAPL | New | AAPLcs | $12,786,000 | – | 35,050 | +100.0% | 7.40% | – |
| NOW | Sell | NOWcs | $8,310,000 | -28.5% | 20,515 | -49.4% | 4.81% | -57.5% |
| GOOG | New | GOOGcs | $6,254,000 | – | 4,424 | +100.0% | 3.62% | – |
| ZS | New | ZScs | $355,000 | – | 3,240 | +100.0% | 0.20% | – |
| COST | Buy | COSTcs | $269,000 | +16.5% | 886 | +9.4% | 0.16% | -30.7% |
| JNJ | New | JNJcs | $190,000 | – | 1,350 | +100.0% | 0.11% | – |
| ACN | New | ACNcs | $80,000 | – | 372 | +100.0% | 0.05% | – |
| OKTA | New | OKTAcs | $69,000 | – | 345 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MSFT | 24 | Q3 2023 | 54.0% |
| ADBE | 24 | Q3 2023 | 25.4% |
| MA | 24 | Q3 2023 | 26.5% |
| V | 24 | Q3 2023 | 20.8% |
| AMZN | 24 | Q3 2023 | 13.0% |
| COST | 20 | Q3 2023 | 1.2% |
| AAPL | 18 | Q3 2023 | 18.5% |
| NOW | 14 | Q1 2022 | 11.3% |
| GOOG | 12 | Q3 2021 | 8.3% |
| JNJ | 11 | Q3 2020 | 0.6% |
View SANDER CAPITAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-23 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-04 |
View SANDER CAPITAL ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.