SANDER CAPITAL ADVISORS INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MU(MU) | 0 | 5,427 | +5,427 | 0 | 6,264 | 3.31% | +6,264 |
| GOOG | 96,035 | 95,535 | -500 | 27,552 | 33,755 | 17.86% | +6,203 |
| AMZN(AMZN) | 128,343 | 135,773 | +7,430 | 26,730 | 32,360 | 17.12% | +5,630 |
| AAPL(AAPL) | 113,716 | 113,481 | -235 | 28,860 | 32,837 | 17.37% | +3,977 |
| QQQM | 0 | 5,540 | +5,540 | 0 | 1,679 | 0.89% | +1,679 |
| NVDA(NVDA) | 1,355 | 2,855 | +1,500 | 236 | 571 | 0.30% | +335 |
| V(V) | 9,067 | 8,555 | -512 | 2,740 | 2,935 | 1.55% | +195 |
| META(META) | 0 | 289 | +289 | 0 | 163 | 0.09% | +163 |
| MKL | 250 | 250 | 0 | 479 | 488 | 0.26% | +9 |
| COST(COST) | 1,477 | 1,382 | -95 | 1,472 | 1,293 | 0.68% | -179 |
| MA(MA) | 4,153 | 3,658 | -495 | 2,075 | 1,879 | 0.99% | -196 |
| MSFT(MSFT) | 200,958 | 197,239 | -3,719 | 74,389 | 73,574 | 38.92% | -815 |
| JPM(JPM) | 5,375 | 0 | -5,375 | 1,581 | 0 | — | -1,581 |
| ORCL(ORCL) | 21,880 | 8,510 | -13,370 | 3,219 | 1,247 | 0.66% | -1,972 |
| PANW(PANW) | 20,790 | 0 | -20,790 | 3,333 | 0 | — | -3,333 |