13F COMBINATION REPORT
Sanders Capital, LLC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001172661-25-002985
Total Value
$74.49B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 38,279,544 | $8.67B | 11.64% |
| 2 | META PLATFORMS INC | META | 10,165,589 | $7.50B | 10.07% |
| 3 | MICROSOFT CORP | MSFT | 12,767,575 | $6.35B | 8.53% |
| 4 | ALPHABET INC | GOOG | 35,357,943 | $6.27B | 8.42% |
| 5 | HCA HEALTHCARE INC | HCA | 11,102,583 | $4.25B | 5.71% |
| 6 | AMAZON COM INC | AMZN | 13,414,004 | $2.94B | 3.95% |
| 7 | APPLE INC | AAPL | 12,974,887 | $2.66B | 3.57% |
| 8 | ACCENTURE PLC IRELAND | ACN | 8,824,786 | $2.64B | 3.54% |
| 9 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 18,082,306 | $2.61B | 3.50% |
| 10 | THE CIGNA GROUP | 125523100 | 7,793,018 | $2.58B | 3.46% |
| 11 | ELEVANCE HEALTH INC | ELV | 5,825,208 | $2.27B | 3.04% |
| 12 | BANK AMERICA CORP | 060505104 | 47,162,420 | $2.23B | 3.00% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 5,948,828 | $1.86B | 2.49% |
| 14 | BOOKING HOLDINGS INC | BKNG | 274,031 | $1.59B | 2.13% |
| 15 | DELTA AIR LINES INC DEL | DAL | 30,368,851 | $1.49B | 2.01% |
| 16 | APPLIED MATLS INC | 038222105 | 7,698,260 | $1.41B | 1.89% |
| 17 | RTX CORPORATION | RTX | 9,402,989 | $1.37B | 1.84% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 4,544,040 | $1.32B | 1.77% |
| 19 | UNITED AIRLS HLDGS INC | UNTCW | 14,514,915 | $1.16B | 1.55% |
| 20 | GENERAL DYNAMICS CORP | GD | 3,940,964 | $1.15B | 1.54% |
| 21 | PROCTER AND GAMBLE CO | 742718109 | 7,063,859 | $1.13B | 1.51% |
| 22 | VISA INC | V | 3,076,760 | $1.09B | 1.47% |
| 23 | ASTRAZENECA PLC | AZN | 14,526,862 | $1.02B | 1.36% |
| 24 | CITIGROUP INC | C-PR | 11,775,397 | $1.00B | 1.35% |
| 25 | NORTHROP GRUMMAN CORP | NOC | 1,980,349 | $990.1M | 1.33% |
| 26 | ALIBABA GROUP HLDG LTD | BBAAY | 8,533,159 | $967.7M | 1.30% |
| 27 | PDD HOLDINGS INC | PDD | 8,526,610 | $892.4M | 1.20% |
| 28 | MASTERCARD INCORPORATED | MA | 1,437,970 | $808.1M | 1.08% |
| 29 | PEPSICO INC | PEP | 5,002,742 | $660.6M | 0.89% |
| 30 | ULTA BEAUTY INC | ULTA | 1,160,280 | $542.8M | 0.73% |
| 31 | TRIP COM GROUP LTD | TRPCF | 9,205,966 | $539.8M | 0.72% |
| 32 | HALLIBURTON CO | HAL | 23,765,699 | $484.3M | 0.65% |
| 33 | FISERV INC | FISV | 2,279,351 | $393.0M | 0.53% |
| 34 | SPDR S&P 500 ETF TR | SPY | 557,789 | $344.6M | 0.46% |
| 35 | SCHLUMBERGER LTD | SLB | 9,824,737 | $332.1M | 0.45% |
| 36 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,175,284 | $213.4M | 0.29% |
| 37 | HSBC HLDGS PLC | HBCYF | 2,971,630 | $180.6M | 0.24% |
| 38 | ABBOTT LABS | ABLZF | 1,187,695 | $161.5M | 0.22% |
| 39 | SUNCOR ENERGY INC NEW | SU | 3,993,467 | $149.6M | 0.20% |
| 40 | ABBVIE INC | ABBV | 549,143 | $101.9M | 0.14% |
| 41 | TRUIST FINL CORP | 89832Q109 | 2,173,042 | $93.4M | 0.13% |
| 42 | APTIV PLC | APTV | 835,962 | $57.0M | 0.08% |
| 43 | SHINHAN FINANCIAL GROUP CO L | SHG | 161,866 | $7.3M | 0.01% |
| 44 | UNILEVER PLC | UNLYF | 119,070 | $7.3M | 0.01% |
| 45 | NATWEST GROUP PLC | RBSPF | 230,064 | $3.3M | 0.00% |
| 46 | ING GROEP N.V. | INGVF | 143,785 | $3.1M | 0.00% |
| 47 | SYNCHRONY FINANCIAL | SYF-PB | 22,897 | $1.5M | 0.00% |