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Sanders Capital, LLC

· CIK 0001508097
13F Portfolio $86.8B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO. Financial Services 4,305,493.0 $1.39B 1.60% NEW $322.22 -6.9%
22 ASTRAZENECA PLC 14,139,408.0 $1.30B 1.50% NEW $91.93
23 GD GENERAL DYNAMICS CORP Industrials 3,677,624.0 $1.24B 1.43% NEW $336.66 +1.2%
24 V VISA INC Financial Services 3,315,303.0 $1.16B 1.34% NEW $350.71 -8.0%
25 CME CME GROUP INC Financial Services 4,177,515.0 $1.14B 1.31% NEW $273.08 +9.4%
26 NOC NORTHROP GRUMMAN CORP Industrials 1,903,403.0 $1.09B 1.25% NEW $570.21 -3.8%
27 PG PROCTER AND GAMBLE CO Consumer Defensive 6,775,686.0 $971.0M 1.12% NEW $143.31 -0.4%
28 PDD PDD HOLDINGS INC Consumer Cyclical 8,112,327.0 $919.9M 1.06% NEW $113.39 -15.7%
29 MA MASTERCARD INCORPORATED Financial Services 1,548,588.0 $884.1M 1.02% NEW $570.88 -14.2%
30 ULTA ULTA BEAUTY INC Consumer Cyclical 1,263,736.0 $764.6M 0.88% NEW $605.01 -17.6%
31 TCOM TRIP COM GROUP LTD Consumer Cyclical 9,890,637.0 $711.2M 0.82% NEW $71.91 -30.1%
32 PEP PEPSICO INC Consumer Defensive 4,245,422.0 $609.3M 0.70% NEW $143.52 +3.6%
33 LMT LOCKHEED MARTIN CORP Industrials 1,143,227.0 $552.9M 0.64% NEW $483.67 +7.6%
34 VEU VANGUARD INTL EQUITY INDEX F 6,463,079.0 $475.4M 0.55% NEW $73.56 +10.1%
35 HSBC HSBC HLDGS PLC Financial Services 2,887,470.0 $227.2M 0.26% NEW $78.67 +15.3%
36 FISV FISERV INC Technology 2,292,304.0 $154.0M 0.18% NEW $67.17 -20.4%
37 ABT ABBOTT LABS Healthcare 1,151,585.0 $144.3M 0.17% NEW $125.29 -32.6%
38 ABBV ABBVIE INC Healthcare 532,163.0 $121.6M 0.14% NEW $228.49 -7.9%
39 TFC TRUIST FINL CORP Financial Services 2,102,622.0 $103.5M 0.12% NEW $49.21 -4.2%
40 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 157,486.0 $8.4M 0.01% NEW $53.63 +21.9%
Page 2 of 3  ·  44 positions

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 36.4%
Communication Services 19.6%
Healthcare 13.3%
Financial Services 10.4%
Industrials 9.8%
Consumer Cyclical 8.7%
Consumer Defensive 1.9%