Fund Universe

Sanders Capital, LLC

CIK 0001508097 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.970
AUM ($M)
99,830
Positions
47
Turnover
0.14
Top-10 wt
60%
Herfindahl
0.052
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 48 positions · portfolio value $99,830M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 12.5% +1.2% 12,488.0 26,149,064 -1,911,028 5
GOOG funds › ALPHABET INC TRIM 9.7% -0.1% 9,707.0 27,472,939 -1,260,144 5
AMZN funds › AMAZON COM INC TRIM 7.0% -0.4% 6,995.9 29,352,719 -465,956 5
META funds › META PLATFORMS INC ADD 6.1% -1.1% 6,096.5 10,823,070 +258,271 5
MSFT funds › MICROSOFT CORP ADD 6.0% +0.6% 6,006.4 16,102,026 +3,708,334 5
NVDA funds › NVIDIA CORPORATION ADD 4.5% +3.0% 4,514.2 22,560,894 +15,435,388 2
AMAT funds › APPLIED MATLS INC TRIM 4.4% +1.9% 4,406.2 6,094,372 -80,800 5
HCA funds › HCA HEALTHCARE INC TRIM 3.4% -1.6% 3,442.1 8,828,287 -128,858 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 3.4% -2.6% 3,365.2 3,487,219 -9,409,982 5
AAPL funds › APPLE INC TRIM 3.1% -0.2% 3,046.4 10,528,191 -341,450 5
CI funds › THE CIGNA GROUP TRIM 2.8% -0.5% 2,796.7 10,144,617 -145,765 5
DAL funds › DELTA AIR LINES INC TRIM 2.7% +0.4% 2,728.3 29,129,629 -337,526 5
BAC funds › BANK OF AMER CORP ADD 2.6% +0.0% 2,640.8 46,345,469 +1,178,310 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 2.5% +0.5% 2,451.6 5,898,634 -66,051 5
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 2.3% +0.2% 2,252.7 5,825,024 -69,279 5
UAL funds › UNITED AIRLS HLDGS INC TRIM 2.0% +0.4% 2,043.7 15,027,948 -176,603 5
AVGO funds › BROADCOM INC NEW 2.0% +2.0% 1,950.6 5,163,630 +5,163,630 1
RTX funds › RTX CORPORATION TRIM 1.8% -0.4% 1,760.3 9,277,878 -129,400 5
V funds › VISA INC TRIM 1.6% -0.1% 1,645.6 4,796,303 -65,350 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 1.5% -0.7% 1,521.1 2,036,906 -886,102 5
CRM funds › SALESFORCE INC ADD 1.5% -0.6% 1,506.3 9,615,354 +83,051 3
DIS funds › DISNEY WALT CO NEW 1.3% +1.3% 1,326.4 13,780,700 +13,780,700 1
AZN funds › ASTRAZENECA PLC TRIM 1.3% -0.3% 1,324.8 6,986,830 -78,798 2
BKNG funds › BOOKING HOLDINGS INC ADD 1.3% +1.3% 1,321.6 7,414,965 +7,115,492 5
GD funds › GENERAL DYNAMICS CORP TRIM 1.3% -0.2% 1,256.2 3,546,156 -71,088 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.3% -0.1% 1,256.2 3,837,596 -58,969 5
MA funds › MASTERCARD INCORPORATED TRIM 1.2% -0.2% 1,196.9 2,330,359 -30,070 5
CME funds › CME GROUP INC ADD 1.1% -0.3% 1,119.1 5,067,740 +906,550 4
ULTA funds › ULTA BEAUTY INC ADD 1.1% -0.1% 1,109.8 2,460,969 +552,830 5
LMT funds › LOCKHEED MARTIN CORP ADD 1.1% +0.2% 1,066.6 2,093,533 +952,510 4
PG funds › PROCTER & GAMBLE CO TRIM 1.0% -0.2% 975.0 6,648,957 -102,531 5
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.9% -0.6% 931.1 1,828,249 -38,978 5
RCL funds › ROYAL CARIBBEAN GROUP NEW 0.8% +0.8% 826.6 2,603,252 +2,603,252 1
VEU funds › VANGUARD INTL EQUITY INDEX F TRIM 0.7% -0.2% 656.6 7,839,638 -2,140,071 5
PDD funds › PDD HOLDINGS INC TRIM 0.6% -0.4% 605.4 7,936,717 -155,084 5
TCOM funds › TRIP COM GROUP LTD TRIM 0.4% -0.2% 420.7 10,560,564 -80,210 5
MKC funds › MCCORMICK & CO INC NEW 0.4% +0.4% 408.8 8,107,755 +8,107,755 1
HSBC funds › HSBC HLDGS PLC TRIM 0.3% -0.0% 250.3 2,632,430 -174,600 5
ABBV funds › ABBVIE INC TRIM 0.1% -0.0% 121.8 483,963 -32,630 5
ABT funds › ABBOTT LABORATORIES TRIM 0.1% -0.0% 95.3 1,050,405 -70,800 5
TFC funds › TRUIST FINL CORP TRIM 0.1% -0.0% 95.1 1,909,022 -128,800 5
PEP funds › PEPSICO INC TRIM 0.1% -0.3% 71.8 530,401 -1,243,181 5
UL funds › UNILEVER PLC ADD 0.0% +0.0% 14.2 235,435 +143,900 3
SHG funds › SHINHAN FINANCIAL GROUP CO L TRIM 0.0% -0.0% 7.6 119,936 -33,690 5
ING funds › ING GROEP N.V. TRIM 0.0% -0.0% 3.5 112,785 -3,100 5
NWG funds › NATWEST GROUP PLC TRIM 0.0% -0.0% 3.2 179,964 -5,100 5
SYF funds › SYNCHRONY FINANCIAL TRIM 0.0% -0.0% 0.2 2,773 -16,094 5
ACN funds › ACCENTURE PLC IRELAND EXIT 0.0% -2.6% 0.0 0 -11,197,806 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 99,830 47 0.14 60% 0.052 0.968 in
2026Q1 83,933 44 0.11 61% 0.052 0.977 in
2025Q4 86,820 44 0.07 62% 0.054 0.981 in
2025Q3 81,290 47 0.08 62% 0.053 0.977 in
2025Q2 74,487 47 0.10 62% 0.054 0.978 entered
2025Q1 66,911 47 0.00 61% 0.051 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