Portfolio (Quarterly)
Guide ↗
SANDER CAPITAL ADVISORS INC
· CIK 0001173889| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ORCL | ORCL | Technology | 21,880.0 | $3.2M | 1.86% | -30K | -57.6% | $147.12 | +31.1% |
| 2 | JPM | JPM | Financial Services | 5,375.0 | $1.6M | 0.92% | -280.0 | -5.0% | $294.14 | +4.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
76.1%
Consumer Cyclical
18.5%
Financial Services
4.4%
Consumer Defensive
1.0%