Sander Capital Advisors Inc Q4 2022 vs. Q1 2023 13F Holdings: A Deep Dive into the Changes

2022 has been a significant year for Sander Capital Advisors Inc as they navigated unprecedented market shifts and regulatory uncertainties. As the quarter ended, the investment management firm submitted their 13F filings for Q4 2022, detailing their holdings, investment strategies, and changes in their portfolio. Fast forward to Q1 2023, and there have been significant updates in their 13F filings.

Let's take a closer look at the data and analyze the changes in Sander Capital Advisors Inc Q4 2022 vs. Q1 2023 13F holdings comparison.

Microsoft (MSFT)

Sander Capital Advisors have increased their position in Microsoft by 1,014 shares, with a 20.8% increase in the Q1 2023 holdings' value. Microsoft's impressive run in the technology industry in 2022 may have contributed to Sander Capital Advisors' confidence in their long-term growth potential.

Apple (AAPL)

Apple maintained its strong position in Sander Capital Advisors' portfolio, with an increase of 1,035 shares from Q4 2022 to Q1 2023. While the value increased by a staggering 27.8%, it's not surprising since Apple was already a significant holding and saw a remarkable year of growth in 2022.

Costco (COST)

Sander Capital Advisors had a significant increase of 511 shares of Costco. This change in their portfolio holdings contributed to an incredible surge of 233.7% in Q1 2023's holding value. Costco had a robust performance in Q4 2022, and Sander Capital Advisors has thus decided to add more shares to their portfolio, indicating better long-term growth potential.

J.P. Morgan (JPM)

Sander Capital Advisors had a 193.6% increase in holdings of J.P. Morgan, with shares rising by 1,055. This increase was rewarding as the value surged by 193.6% in Q1 2023, indicating that J.P. Morgan is an essential factor in Sander Capital Advisors' investment strategy.

Oxy (OXY)

Sander Capital Advisors has significantly increased their position in Oxy, with shares up to 39,660, and a new Q1 2023 value of $2,476 million. This significant surge may indicate that oil and gas companies are still a vital part of their strategy, despite growing environmental and social concerns.

Conclusion

After analyzing the Q4 2022 vs. Q1 2023 13F holdings comparison for Sander Capital Advisors Inc, it's evident that they have solidified their position in some of their most significant holdings, with new investments in others. The changes in their portfolio hold great importance, providing insights into the company's investment strategies, confidence in selected assets, and potential profitability. By keeping abreast of their holdings, investors can gain valuable insights into potential upcoming market shifts and adjust their portfolios accordingly.