Sand Hill Global Advisors, LLC
Sector Allocation
- Other80.4%$2.7B
- Technology8.6%$285.4M
- Financials3.0%$98.4M
- Consumer Discretionary2.3%$77.6M
- Industrials1.9%$64.4M
- Healthcare1.1%$37.1M
- Utilities0.6%$20.4M
- Consumer Staples0.5%$17.5M
- Energy0.5%$17.0M
- Materials0.4%$13.9M
AUM History
13fpro.ai/research/fund/sand-hill-global-advisors-llc-1009209
Conviction and streaks
Diversifying · top 10 = 56.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$353.7M
- ISHARES$311.2M
SPY
$241.6M- VANGUARD$169.2M
- SPDR$159.2M
- ISHARES$144.7M
- VANGUARD$144.4M
- ISHARES$139.7M
- PIMCO$114.7M
- VANGUARD$108.6M
- ISHARES$98.3M
- ISHARES$87.5M
QQQ
$86.5M- VANGUARD$80.3M
- ISHARES$71.6M
- ISHARES$51.7M
AAPL
$48.7MNVDA
$41.4MGOOGL
$36.1MAMZN
$30.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sand-hill-global-advisors-llc-1009209
Sand Hill Global Advisors, LLC 13F holdings — Q2 2026
$3.3B portfolio (+11.8% QoQ) · 214 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$353.7M
10.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - MSCI EAFE ETF
$311.2M
9.4% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $241.6M
7.3% of stocks
-3%This quarter-0.7%Since filed10+ qtrsHeld- 4
VANGUARD INDEX FDS - REAL ESTATE ETF
$169.2M
5.1% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR P500ETF
$159.2M
4.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - RUSSELL 2000 ETF
$144.7M
4.4% of stocks
-15%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$144.4M
4.3% of stocks
-25%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P MCP ETF
$139.7M
4.2% of stocks
-23%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
PIMCO ETF TR - ACTIVE BD ETF
$114.7M
3.5% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - SML CP GRW ETF
$108.6M
3.3% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $353.7M | 10.7% | -2% | — | — | — | — | |
| 2 | ISHARES TR - MSCI EAFE ETF | $311.2M | 9.4% | -0.8% | — | — | — | — | |
| 3 | $241.6M | 7.3% | -3% | -0.7% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - REAL ESTATE ETF | $169.2M | 5.1% | +0.7% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR P500ETF | $159.2M | 4.8% | -2% | — | — | — | — | |
| 6 | ISHARES TR - RUSSELL 2000 ETF | $144.7M | 4.4% | -15% | — | — | — | — | |
| 7 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $144.4M | 4.3% | -25% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P MCP ETF | $139.7M | 4.2% | -23% | — | — | — | — | |
| 9 | PIMCO ETF TR - ACTIVE BD ETF | $114.7M | 3.5% | +17% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - SML CP GRW ETF | $108.6M | 3.3% | -6% | — | — | — | — |
All holdings — Sand Hill Global Advisors, LLC (Q2 2026)
214 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - MSCI ACWI EX USetf/fund | — | $98.3M | 3.0% | 1.29M | +0.1% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $87.5M | 2.6% | 1.28M | +978% | — | — | 13F |
| 13 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $86.5M | 2.6% | 117K | -6% | 10+ qtrs | — | 13F | |
| 14 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREASetf/fund | — | $80.3M | 2.4% | 1.36M | +7% | — | — | 13F |
| 15 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $71.6M | 2.1% | 723K | +9% | — | — | 13F |
| 16 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $51.7M | 1.6% | 69K | -5% | — | — | 13F |
| 17 | Apple Inc. | Technology | $48.7M | 1.5% | 168K | +2% | 10+ qtrsAdded 2 qtrs in a row | 75.7 | 13F | |
| 18 | NVIDIA CORP | Technology | $41.4M | 1.3% | 207K | -0.8% | 10+ qtrs | 86.0 | 13F | |
| 19 | Alphabet Inc. | Technology | $36.1M | 1.1% | 101K | -0.2% | 10+ qtrs | 77.7 | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $30.4M | 0.9% | 128K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MICROSOFT CORP | Technology | $29.6M | 0.9% | 79K | +4% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - ESG AWARE MSCIetf/fund | — | $25.6M | 0.8% | 457K | -3% | — | — | 13F |
| 23 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $25.4M | 0.8% | 155K | -2% | — | — | 13F |
| 24 | — | ISHARES TR - ULTRA SHORT DURetf/fund | — | $24.3M | 0.7% | 481K | +47% | — | — | 13F |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $22.4M | 0.7% | 314K | -2% | — | — | 13F |
| 26 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $21.8M | 0.7% | 432K | +50% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $21.4M | 0.7% | 66K | -0.2% | |||
| 28 | $META | Meta Platforms, Inc. | Technology | $19.0M | 0.6% | 34K | -0.7% | |||
| 29 | — | ISHARES TR - U.S. REAL ES ETF | — | $18.5M | 0.6% | 181K | -2% | |||
| 30 | $V | VISA INC. | Financials | $16.8M | 0.5% | 49K | +1% | |||
| 31 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $15.4M | 0.5% | 310K | +7% | |||
| 32 | $AVGO | Broadcom Inc. | Technology | $14.7M | 0.4% | 39K | -0.3% | |||
| 33 | $PH | Parker-Hannifin Corp | Industrials | $14.7M | 0.4% | 15K | -0.8% | |||
| 34 | $PANW | Palo Alto Networks Inc | Technology | $14.6M | 0.4% | 43K | -0.2% | |||
| 35 | — | ISHARES TR - ESG AW MSCI EAFE | — | $13.6M | 0.4% | 133K | +0.7% | |||
| 36 | $UNP | UNION PACIFIC CORP | Industrials | $12.9M | 0.4% | 48K | +2011% | |||
| 37 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $12.7M | 0.4% | 17 | — | |||
| 38 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $12.6M | 0.4% | 83K | -1% | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $12.3M | 0.4% | 48K | -2% | |||
| 40 | $SNOW | Snowflake Inc. | Technology | $11.3M | 0.3% | 44K | +53% | |||
| 41 | $META | Meta Platforms, Inc. | Technology | $10.9M | 0.3% | 140K | -0.1% | |||
| 42 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $10.5M | 0.3% | 35K | -2% | |||
| 43 | $LLY | ELI LILLY & Co | Healthcare | $10.5M | 0.3% | 8,749 | +2% | |||
| 44 | $ASML | ASML HOLDING NV | Technology | $10.2M | 0.3% | 5,142 | +2155% | |||
| 45 | $CVX | CHEVRON CORP | Energy | $9.8M | 0.3% | 59K | -3% | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $9.8M | 0.3% | 20K | -3% | |||
| 47 | — | ISHARES TR - ESG AWR US AGRGT | — | $9.4M | 0.3% | 198K | -5% | |||
| 48 | $ECL | ECOLAB INC. | Materials | $8.8M | 0.3% | 32K | -0.5% | |||
| 49 | $BLK | BlackRock, Inc. | Financials | $8.8M | 0.3% | 9,143 | -0.1% | |||
| 50 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $8.2M | 0.3% | 60K | -1% | |||
| 51 | $DASH | DoorDash, Inc. | Consumer Discretionary | $8.2M | 0.3% | 44K | — | |||
| 52 | $PWR | QUANTA SERVICES, INC. | Industrials | $8.0M | 0.2% | 11K | -9% | |||
| 53 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $8.0M | 0.2% | 11K | -5% | |||
| 54 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $7.9M | 0.2% | 54K | -2% | |||
| 55 | $RTX | RTX Corp | Industrials | $7.9M | 0.2% | 41K | +1221% | |||
| 56 | $CME | CME GROUP INC. | Financials | $7.9M | 0.2% | 36K | -3% | |||
| 57 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $7.5M | 0.2% | 20K | -2% | |||
| 58 | $TSLA | Tesla, Inc. | Consumer Discretionary | $7.4M | 0.2% | 18K | -3% | |||
| 59 | $SYK | STRYKER CORP | Healthcare | $7.2M | 0.2% | 23K | +0.3% | |||
| 60 | $ETN | Eaton Corp plc | Industrials | $7.2M | 0.2% | 17K | +0.3% | |||
| 61 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $7.2M | 0.2% | 141K | — | |||
| 62 | $WM | WASTE MANAGEMENT INC | Utilities | $7.0M | 0.2% | 31K | -2% | |||
| 63 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $6.9M | 0.2% | 18K | -1% | |||
| 64 | $GOOG | Alphabet Inc. | Technology | $6.2M | 0.2% | 18K | -1% | |||
| 65 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $6.1M | 0.2% | 34K | +2376% | |||
| 66 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $6.0M | 0.2% | 76K | — | |||
| 67 | $ADSK | Autodesk, Inc. | Technology | $5.9M | 0.2% | 30K | -0.4% | |||
| 68 | $DIS | Walt Disney Co | Communication Services | $5.9M | 0.2% | 61K | -1.0% | |||
| 69 | $PLD | Prologis, Inc. | Real Estate | $5.6M | 0.2% | 42K | -1% | |||
| 70 | — | ISHARES TR - MSCI ACWI ETF | — | $5.5M | 0.2% | 35K | -16% | |||
| 71 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $5.4M | 0.2% | 7,400 | +20% | |||
| 72 | — | ISHARES TR - RUS 1000 ETF | — | $5.3M | 0.2% | 13K | +4% | |||
| 73 | $LNG | Cheniere Energy, Inc. | Energy | $5.3M | 0.2% | 22K | -2% | |||
| 74 | $WYNN | WYNN RESORTS LTD | Consumer Discretionary | $5.3M | 0.2% | 54K | -5% | |||
| 75 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $5.1M | 0.1% | 92K | -12% | |||
| 76 | $ETR | ENTERGY CORP /DE/ | Utilities | $5.0M | 0.1% | 44K | -1% | |||
| 77 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $4.9M | 0.1% | 202K | — | |||
| 78 | — | ISHARES TR - NATIONAL MUN ETF | — | $4.8M | 0.1% | 45K | — | |||
| 79 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $4.7M | 0.1% | 160K | — | |||
| 80 | $NEM | NEWMONT Corp /DE/ | Materials | $4.7M | 0.1% | 50K | -1% | |||
| 81 | — | MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE | — | $4.6M | 0.1% | 405K | +2% | |||
| 82 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $4.5M | 0.1% | 55K | -4% | |||
| 83 | $CRM | Salesforce, Inc. | Technology | $4.2M | 0.1% | 27K | -1% | |||
| 84 | — | ISHARES TR - CALIF MUN BD ETF | — | $4.1M | 0.1% | 71K | +2% | |||
| 85 | $TGT | TARGET CORP | Consumer Staples | $4.1M | 0.1% | 31K | -0.7% | |||
| 86 | — | ISHARES TR - RUSSELL 3000 ETF | — | $4.0M | 0.1% | 9,385 | -3% | |||
| 87 | $AJG | Arthur J. Gallagher & Co. | Financials | $3.9M | 0.1% | 17K | -8% | |||
| 88 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $3.6M | 0.1% | 16K | -51% | |||
| 89 | $NFLX | NETFLIX INC | Communication Services | $3.6M | 0.1% | 51K | +0.9% | |||
| 90 | $HONA | Honeywell Aerospace Inc. | Industrials | $3.6M | 0.1% | 16K | New | |||
| 91 | — | INVESCO EXCH TRADED FD TR II - ESG NASDAQ 100 | — | $3.6M | 0.1% | 70K | -3% | |||
| 92 | — | ISHARES TR - RUS 2000 GRW ETF | — | $3.6M | 0.1% | 9,012 | +0.3% | |||
| 93 | $CBRE | CBRE GROUP, INC. | Real Estate | $3.5M | 0.1% | 26K | -3% | |||
| 94 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.4M | 0.1% | 3,642 | -0.1% | |||
| 95 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $3.4M | 0.1% | 123K | — | |||
| 96 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $3.3M | 0.1% | 62K | -0.6% | |||
| 97 | $WDC | WESTERN DIGITAL CORP | Technology | $3.0M | 0.1% | 4,731 | New | |||
| 98 | $VRSK | Verisk Analytics, Inc. | Technology | $2.9M | 0.1% | 16K | -20% | |||
| 99 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $2.9M | 0.1% | 5,885 | -8% | |||
| 100 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.9M | 0.1% | 8,160 | -1% | |||
| 101 | $CARR | CARRIER GLOBAL Corp | Industrials | $2.8M | 0.1% | 38K | New | |||
| 102 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.7M | 0.1% | 14K | +25% | |||
| 103 | $ORCL | ORACLE CORP | Technology | $2.7M | 0.1% | 18K | +367% | |||
| 104 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $2.7M | 0.1% | 33K | +269% | |||
| 105 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $2.6M | 0.1% | 7,600 | -1% | |||
| 106 | $AEHR | AEHR TEST SYSTEMS | Technology | $2.5M | 0.1% | 26K | New | |||
| 107 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.9M | 0.1% | 14K | -7% | |||
| 108 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.9M | 0.1% | 23K | — | |||
| 109 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.9M | 0.1% | 6,943 | +232% | |||
| 110 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.8M | 0.1% | 7,626 | -1% | |||
| 111 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.7M | 0.1% | 7,977 | — | |||
| 112 | $ABBV | AbbVie Inc. | Healthcare | $1.7M | 0.1% | 6,617 | -5% | |||
| 113 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.0% | 13K | +6% | |||
| 114 | — | PIMCO ETF TR - ENHNCD LW DUR AC | — | $1.5M | 0.0% | 15K | +11% | |||
| 115 | — | EVERPURE INC - CL A | — | $1.4M | 0.0% | 18K | New | |||
| 116 | — | ISHARES TR - S&P 100 ETF | — | $1.4M | 0.0% | 3,805 | +9% | |||
| 117 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.4M | 0.0% | 2,854 | -3% | |||
| 118 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.3M | 0.0% | 8,153 | -23% | |||
| 119 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.3M | 0.0% | 10K | +293% | |||
| 120 | $YUM | YUM BRANDS INC | Consumer Discretionary | $1.2M | 0.0% | 7,494 | New | |||
| 121 | $GLD | SPDR GOLD TRUST | Financials | $1.1M | 0.0% | 3,114 | +23% | |||
| 122 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.1M | 0.0% | 25K | -4% | |||
| 123 | — | EA SERIES TRUST - JLEN 500 JEW ETF | — | $1.1M | 0.0% | 34K | +5% | |||
| 124 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $1.0M | 0.0% | 17K | -8% | |||
| 125 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $1.0M | 0.0% | 20K | -13% | |||
| 126 | $QCOM | QUALCOMM INC/DE | Technology | $966K | 0.0% | 5,230 | New | |||
| 127 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $957K | 0.0% | 20K | — | |||
| 128 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $956K | 0.0% | 5,411 | — | |||
| 129 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | — | $955K | 0.0% | 9,489 | — | |||
| 130 | $KO | COCA COLA CO | Consumer Staples | $938K | 0.0% | 12K | +20% | |||
| 131 | $CAT | CATERPILLAR INC | Industrials | $928K | 0.0% | 871 | -2% | |||
| 132 | $AFL | AFLAC INC | Financials | $902K | 0.0% | 7,693 | -1% | |||
| 133 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $863K | 0.0% | 24K | — | |||
| 134 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $820K | 0.0% | 2,916 | +3% | |||
| 135 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $800K | 0.0% | 9,686 | +81% | |||
| 136 | — | ISHARES TR - CORE MSCI EAFE | — | $789K | 0.0% | 8,173 | +0.0% | |||
| 137 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $789K | 0.0% | 25K | — | |||
| 138 | $MA | Mastercard Inc | Financials | $781K | 0.0% | 1,520 | +3% | |||
| 139 | $PLTR | Palantir Technologies Inc. | Technology | $765K | 0.0% | 6,553 | +6% | |||
| 140 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $740K | 0.0% | 3,356 | -4% | |||
| 141 | $NU | Nu Holdings Ltd. | Financials | $739K | 0.0% | 55K | -5% | |||
| 142 | $GE | GENERAL ELECTRIC CO | Industrials | $604K | 0.0% | 1,617 | +6% | |||
| 143 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $582K | 0.0% | 7,924 | — | |||
| 144 | $CPNG | Coupang, Inc. | Consumer Discretionary | $575K | 0.0% | 33K | — | |||
| 145 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $568K | 0.0% | 8,128 | — | |||
| 146 | $SCHW | SCHWAB CHARLES CORP | Financials | $558K | 0.0% | 6,045 | — | |||
| 147 | $ACN | Accenture plc | Technology | $552K | 0.0% | 4,440 | -0.0% | |||
| 148 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $549K | 0.0% | 1,050 | — | |||
| 149 | $WAL | WESTERN ALLIANCE BANCORPORATION | Financials | $536K | 0.0% | 6,516 | New | |||
| 150 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $535K | 0.0% | 9,276 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 60 added to, 94 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
$HONAHoneywell Aerospace Inc.$3.6M
first bought this quarter
$WDCWESTERN DIGITAL CORP$3.0M
first bought this quarter
$CARRCARRIER GLOBAL Corp$2.8M
first bought this quarter
$AEHRAEHR TEST SYSTEMS$2.5M
first bought this quarter
- EVERPURE INC - CL A$1.4M
first bought this quarter
$YUMYUM BRANDS INC$1.2M
first bought this quarter
+14 more in the Excel export
Added to (60)
- ISHARES TR - MSCI EMG MKT ETF+978%
now $87.5M
- PIMCO ETF TR - ACTIVE BD ETF+17%
now $114.7M
$UNPUNION PACIFIC CORP+2011%
now $12.9M · held 10+ qtrs, 2 adds in a row
$ASMLASML HOLDING NV+2155%
now $10.2M · held 2 qtrs, 2 adds in a row
- ISHARES TR - ULTRA SHORT DUR+47%
now $24.3M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+50%
now $21.8M
+54 more in the Excel export
Trimmed (94)
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF-25%
now $144.4M
- ISHARES TR - CORE S&P MCP ETF-23%
now $139.7M
- ISHARES TR - RUSSELL 2000 ETF-15%
now $144.7M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-2%
now $353.7M
now $241.6M · held 10+ qtrs
- VANGUARD INDEX FDS - SML CP GRW ETF-6%
now $108.6M
+88 more in the Excel export
Holdings by quarter
Every 13F Sand Hill Global Advisors, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sand Hill Global Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 14% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sand Hill Global Advisors, LLC disclosed 214 positions worth $3.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 20 new positions and exited 11 — including a new stake in $HONA and a full exit from $INTU. The portfolio is most concentrated in Other (80.4% of disclosed assets). All figures are sourced directly from Sand Hill Global Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1009209.
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AI-Powered Hedge Fund Analysis: Sand Hill Global Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sand Hill Global Advisors, LLC (SEC CIK: 1009209), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sand Hill Global Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.