Fund Universe

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☆SANDER CAPITAL ADVISORS INC

CIK 0001173889 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.812
AUM ($M)
189
Positions
13
Turnover
0.09
Top-10 wt
99%
Herfindahl
0.244
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 15 positions · portfolio value $189M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MSFT funds › MSFT TRIM — 38.9% -4.2% 73.6 197,239 -3,719 5 —
☆CUSIP:38259P706 funds › GOOG TRIM — 17.9% +1.9% 33.8 95,535 -500 5 —
☆AAPL funds › AAPL TRIM — 17.4% +0.7% 32.8 113,481 -235 5 —
☆AMZN funds › AMZN ADD — 17.1% +1.6% 32.4 135,773 +7,430 5 —
☆MU funds › MU NEW — 3.3% +3.3% 6.3 5,427 +5,427 1 —
☆V funds › V TRIM — 1.6% -0.0% 2.9 8,555 -512 5 —
☆MA funds › MA TRIM — 1.0% -0.2% 1.9 3,658 -495 5 —
☆QQQM funds › QQQM NEW — 0.9% +0.9% 1.7 5,540 +5,540 1 —
☆COST funds › COST TRIM — 0.7% -0.2% 1.3 1,382 -95 5 —
☆ORCL funds › ORCL TRIM — 0.7% -1.2% 1.2 8,510 -13,370 5 —
☆NVDA funds › NVDA ADD — 0.3% +0.2% 0.6 2,855 +1,500 5 —
☆CUSIP:905399101 funds › MKL HOLD — 0.3% -0.0% 0.5 250 +0 5 —
☆META funds › META NEW — 0.1% +0.1% 0.2 289 +289 1 —
☆PANW funds › PANW EXIT — 0.0% -1.9% 0.0 0 -20,790 0 —
☆JPM funds › JPM EXIT — 0.0% -0.9% 0.0 0 -5,375 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 189 13 0.09 99% 0.244 0.812 — in
2026Q1 173 12 0.06 100% 0.264 0.838 — in
2025Q4 210 12 0.07 100% 0.277 0.818 — in
2025Q3 239 12 0.05 100% 0.284 0.854 — in
2025Q2 219 13 0.09 100% 0.296 0.828 — entered
2025Q1 190 15 0.00 97% 0.259 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status