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Sander Capital Advisors Inc.
Sander Capital Advisors Inc. is a Seattle-based registered investment adviser and family office, founded in 1983 by Bob Sander. The firm specializes in portfolio management for high net-worth individuals and foundations, offering personalized investment strategies and maintaining long-standing client relationships built on trust. With just two employees, Sander Capital manages portfolios for a select, primarily high-net-worth clientele.
Investment Strategy
Sander Capital Advisors focuses on portfolio management in the equities markets, primarily for high net-worth individuals and foundations. The firm’s strategy adapts to the market based on earnings growth and emphasizes selecting high-performing investments that generate long-term benefits for clients and their families. The firm monitors markets closely, analyzes data rigorously, and takes a hands-on approach to investment decisions, seeking to personalize strategies for each client and actively manage each account based on changing market conditions.
Latest 13F Filing Activity
Sander Capital Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 10 equity positions with a total 13F market value of $239M. The fund increased holdings in Orcl, MSFT, Aapl among other positions. Sander Capital Advisors Inc. reduced exposure to Adbe, Panw, V among others.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MSFT | 47.81% | $114.1M | 220,257 | $142.63 | $517.95 | +$5.4M |
A AAPL | AAPL | 13.08% | $31.2M | 122,529 | $113.06 | $254.63 | +$2.1M |
A AMZN | AMZN | 12.93% | $30.8M | 140,481 | $138.40 | $219.57 | -$4.0K |
O ORCL | ORCL | 9.95% | $23.7M | 84,417 | $183.29 | $281.24 | +$9.4M |
P PANW | PANW | 2.07% | $4.9M | 24,270 | $121.71 | $203.62 | -$176.0K |
Industry Allocation
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