Sander Capital Advisors Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of finance, keeping track of investment holdings is crucial for investors and fund managers alike. Understanding the changes in these holdings can provide valuable insights into the strategies and performance of various funds. Sander Capital Advisors Inc recently released its Q1 2023 and Q2 2023 13F filings, revealing interesting shifts in their portfolio. Let's dive deeper into the comparison between these two quarters to gain a better understanding of the changes that took place.

Microsoft (MSFT) showed a significant increase in holdings, with a 6% rise from Q1 to Q2. Sander Capital Advisors Inc held 211,221 shares of MSFT in Q1, which increased to 223,981 shares in Q2. The value of these holdings also saw a notable increase, with the Q2 value at $76,221, compared to $60,895 in Q1. This upward trend indicates the fund's confidence in Microsoft's growth potential.

Apple (AAPL) also witnessed a substantial increase in holdings during this period. The Q1 holdings of 141,185 shares grew to 165,465 shares in Q2, representing a 37.9% increase. The value of AAPL holdings rose from $23,281 in Q1 to $32,095 in Q2. This surge in holdings suggests that Sander Capital Advisors Inc sees great prospects in Apple's future.

Adobe (ADBE) experienced a remarkable 88.9% increase in holdings. From 16,669 shares in Q1, Sander Capital Advisors Inc raised their stake to 24,812 shares in Q2. The value of these holdings also grew significantly from $6,424,000 to $12,133,000. This surge highlights the fund's confidence in Adobe's performance and growth potential in the technology sector.

Amazon (AMZN) demonstrated an impressive 210.2% increase in holdings between Q1 and Q2. Sander Capital Advisors Inc held 35,322 shares of AMZN in Q1, which surged to 86,804 shares in Q2. The value of these holdings also significant rose from $3,648,000 to $11,316,000. This substantial increase in holdings suggests a strong belief in Amazon's continued dominance in the e-commerce industry.

Health insurer UnitedHealth Group (UNH) saw a notable jump in holdings. While Sander Capital Advisors Inc did not hold any shares in UNH in Q1, they acquired 13,894 shares in Q2. This indicates a new position in the stock, reflecting the fund's interest in the healthcare sector and confidence in UnitedHealth Group's performance.

Humana (HUM) witnessed the most dramatic increase in holdings, with a surge of 7,472.9% from Q1 to Q2. While the fund held only 176 shares in HUM in Q1, they significantly raised their stake to 14,397 shares in Q2. The value of these holdings also rose substantially, from $85,000 in Q1 to $6,437,000 in Q2. This significant increase suggests that Sander Capital Advisors Inc is highly optimistic about Humana's future prospects.

Some holdings remained stable throughout the comparison period. Berkshire Hathaway (BRK.B) held the same number of shares, with no changes in value. Similarly, Oracle (ORCL) and Mastercard (MA) maintained stable holdings from Q1 to Q2, with no significant adjustments.

However, not all changes were positive. Occidental Petroleum (OXY) experienced a slight decrease in holdings, with a 9.9% reduction. From 39,660 shares in Q1, Sander Capital Advisors Inc decreased their stake to 37,960 shares in Q2. The value of these holdings also saw a marginal decline from $2,476,000 to $2,232,000. This decrease indicates a more cautious approach to the oil and gas sector.

Overall, Sander Capital Advisors Inc's Q1 2023 vs. Q2 2023 13F holdings comparison reveals interesting shifts in their portfolio. The fund has shown confidence in technology giants such as Microsoft, Apple, Adobe, and Amazon, while also exploring new opportunities in healthcare stocks like UnitedHealth Group and Humana. This analysis provides valuable insights into Sander Capital Advisors Inc's investment strategy and can help investors make informed decisions.