Sand Hill Global Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1009209
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.0B
Holdings
204
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sand Hill Global Advisors, LLC disclosed 204 positions worth $3.0B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 16 new positions and exited 8 — including a new stake in $CDNS and a full exit from $VEEV. The portfolio is most concentrated in Other (81.1% 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.
AI Fund Analysis
StableVANGUARD INDEX FDS
10.6% weight
Held 9 quarters
ISHARES TR
9.9% weight
Held 9 quarters
$SPY7.3% weight
Held 9 quarters
VANGUARD INTL EQUITY INDEX
5.9% weight
Held 9 quarters
ISHARES TR
5.3% weight
Held 9 quarters
VANGUARD INDEX FDS
8 quarters accumulating
ISHARES TR
7 quarters accumulating
VANGUARD SCOTTSDALE FDS
6 quarters accumulating
PIMCO ETF TR
4 quarters accumulating
$ETR4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$314.3M525,971 shISHARES TR
—Quality
$293.4M3,020,430 sh- —
Quality
$216.1M332,226 sh VANGUARD INTL EQUITY INDEX F
—Quality
$174.5M3,228,121 shISHARES TR
—Quality
$158.6M2,349,194 shVANGUARD INDEX FDS
—Quality
$154.5M1,741,408 shSPDR SERIES TRUST
—Quality
$141.1M1,843,291 shISHARES TR
—Quality
$139.8M563,866 shPIMCO ETF TR
—Quality
$98.3M1,065,087 shVANGUARD INDEX FDS
—Quality
$95.0M314,286 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $314.3M | 525,971 |
| ISHARES TR | — | $293.4M | 3,020,430 |
| SPDR S&P 500 ETF TRUST$SPY | — | $216.1M | 332,226 |
| VANGUARD INTL EQUITY INDEX F | — | $174.5M | 3,228,121 |
| ISHARES TR | — | $158.6M | 2,349,194 |
| VANGUARD INDEX FDS | — | $154.5M | 1,741,408 |
| SPDR SERIES TRUST | — | $141.1M | 1,843,291 |
| ISHARES TR | — | $139.8M | 563,866 |
| PIMCO ETF TR | — | $98.3M | 1,065,087 |
| VANGUARD INDEX FDS | — | $95.0M | 314,286 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sand Hill Global Advisors, LLC's 204 positions.
Showing top 10 of 204 holdings.
Sector Allocation
Other
$2.4B
Technology
$229.2M
Financials
$94.2M
Consumer Discretionary
$64.9M
Industrials
$51.4M
Healthcare
$34.3M
Energy
$21.9M
Utilities
$20.8M
Full Holdings — Sand Hill Global Advisors, LLC (Q1 2026)
All 204 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $314.3M | 10.6% | +8% | — |
| 2 | — | ISHARES TR | $293.4M | 9.9% | +4% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $216.1M | 7.3% | -1% | — |
| 4 | — | VANGUARD INTL EQUITY INDEX F | $174.5M | 5.9% | +3% | — |
| 5 | — | ISHARES TR | $158.6M | 5.3% | +3% | — |
| 6 | — | VANGUARD INDEX FDS | $154.5M | 5.2% | +5% | — |
| 7 | — | SPDR SERIES TRUST | $141.1M | 4.8% | +14% | — |
| 8 | — | ISHARES TR | $139.8M | 4.7% | +0% | — |
| 9 | — | PIMCO ETF TR | $98.3M | 3.3% | +71% | — |
| 10 | — | VANGUARD INDEX FDS | $95.0M | 3.2% | +3% | — |
| 11 | — | ISHARES TR | $88.4M | 3.0% | +956% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS | $75.7M | 2.5% | +5% | — |
| 13 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $71.8M | 2.4% | +3% | — |
| 14 | — | ISHARES TR | $65.6M | 2.2% | -6% | — |
| 15 | — | ISHARES TR | $47.6M | 1.6% | -3% | — |
| 16 |  $AAPL | Apple Inc. | $41.7M | 1.4% | +14% | 76.1 |
| 17 |  $NVDA | NVIDIA CORP | $36.4M | 1.2% | +2% | 90.2 |
| 18 |  $GOOG | Alphabet Inc. | $29.1M | 1.0% | -8% | 80.2 |
| 19 |  $MSFT | MICROSOFT CORP | $28.2M | 0.9% | +15% | 83.7 |
| 20 |  $AMZN | AMAZON COM INC | $26.6M | 0.9% | +2% | 74.6 |
| 21 | — | ISHARES TR | $22.2M | 0.8% | +1% | — |
| 22 | — | ISHARES TR | $22.2M | 0.8% | -0% | — |
| 23 | — | VANGUARD TAX-MANAGED FDS | $20.6M | 0.7% | -2% | — |
| 24 |  $META | Meta Platforms, Inc. | $19.4M | 0.7% | +0% | 80.9 |
| 25 |  $JPM | JPMORGAN CHASE & CO | $19.3M | 0.7% | -15% | 35.6 |
| 26 | — | ISHARES TR | $17.5M | 0.6% | +1% | — |
| 27 | — | ISHARES TR | $16.5M | 0.6% | -2% | — |
| 28 |  $V | VISA INC. | $14.7M | 0.5% | -0% | 83.5 |
| 29 | — | J P MORGAN EXCHANGE TRADED F | $14.5M | 0.5% | -3% | — |
| 30 | — | PGIM ETF TR | $14.3M | 0.5% | -3% | — |
| 31 |  $PH | Parker-Hannifin Corp | $13.6M | 0.5% | -2% | 73.8 |
| 32 |  $TJX | TJX COMPANIES INC /DE/ | $13.5M | 0.5% | -1% | 70.7 |
| 33 |  $CVX | CHEVRON CORP | $12.7M | 0.4% | -2% | 54.7 |
| 34 | — | ISHARES TR | $12.6M | 0.4% | +2% | — |
| 35 |  $BRK.A | BERKSHIRE HATHAWAY INC | $12.2M | 0.4% | -6% | 64.5 |
| 36 |  $AVGO | Broadcom Inc. | $12.1M | 0.4% | +7% | 86.4 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $12.0M | 0.4% | -0% | 72.8 |
| 38 | $META | Meta Platforms, Inc. | $10.9M | 0.4% | +0% | 80.9 |
| 39 |  $CME | CME GROUP INC. | $10.8M | 0.4% | -2% | 74.5 |
| 40 | — | ISHARES TR | $10.0M | 0.3% | +13% | — |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.7M | 0.3% | +7% | 64.5 |
| 42 | — | VANGUARD INDEX FDS | $9.3M | 0.3% | -1% | — |
| 43 |  $BLK | BlackRock, Inc. | $8.8M | 0.3% | +2% | 70.3 |
| 44 |  $ECL | ECOLAB INC. | $8.5M | 0.3% | -0% | 64.3 |
| 45 |  $PG | PROCTER & GAMBLE Co | $8.0M | 0.3% | +4% | 72.9 |
| 46 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $8.0M | 0.3% | -0% | 75.4 |
| 47 |  $LLY | ELI LILLY & Co | $7.9M | 0.3% | +2% | 89.3 |
| 48 |  $HON | HONEYWELL INTERNATIONAL INC | $7.6M | 0.3% | -2% | 65.7 |
| 49 |  $SYK | STRYKER CORP | $7.5M | 0.3% | +0% | 69.8 |
| 50 |  $WM | WASTE MANAGEMENT INC | $7.3M | 0.3% | -1% | 70.7 |
| 51 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.3M | 0.3% | -0% | — |
| 52 |  $ADSK | Autodesk, Inc. | $7.3M | 0.2% | +3% | 76.4 |
| 53 | — | ISHARES U S ETF TR | $7.2M | 0.2% | -0% | — |
| 54 |  $PANW | Palo Alto Networks Inc | $6.9M | 0.2% | +2% | 66.5 |
| 55 |  $TSLA | Tesla, Inc. | $6.8M | 0.2% | +0% | 50.1 |
| 56 | — | ISHARES TR | $6.7M | 0.2% | -2% | — |
| 57 |  $PWR | QUANTA SERVICES, INC. | $6.7M | 0.2% | +0% | 62.6 |
| 58 |  $DASH | DoorDash, Inc. | $6.7M | 0.2% | -0% | 70.6 |
| 59 | — | VANGUARD INDEX FDS | $6.6M | 0.2% | +1% | — |
| 60 |  $LNG | Cheniere Energy, Inc. | $6.4M | 0.2% | -2% | 48.4 |
| 61 | — | VANGUARD SCOTTSDALE FDS | $6.0M | 0.2% | +0% | — |
| 62 |  $ETN | Eaton Corp plc | $6.0M | 0.2% | +3% | — |
| 63 |  $DIS | Walt Disney Co | $5.9M | 0.2% | -2% | 68.9 |
| 64 | — | ISHARES TR | $5.8M | 0.2% | +0% | — |
| 65 |  $WYNN | WYNN RESORTS LTD | $5.8M | 0.2% | +13% | — |
| 66 |  $BKNG | Booking Holdings Inc. | $5.8M | 0.2% | +0% | 55.3 |
| 67 |  $PLD | Prologis, Inc. | $5.6M | 0.2% | +1% | 67.5 |
| 68 |  $NEM | NEWMONT Corp /DE/ | $5.4M | 0.2% | -1% | 88.3 |
| 69 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $5.2M | 0.2% | NEW | 74.4 |
| 70 |  $GOOGL | Alphabet Inc. | $5.1M | 0.2% | +5% | 80.2 |
| 71 |  $CRM | Salesforce, Inc. | $5.1M | 0.2% | -8% | 75.2 |
| 72 | $ETR | ENTERGY CORP /DE/ | $5.0M | 0.2% | +0% | 65.1 |
| 73 | — | SCHWAB STRATEGIC TR | $4.9M | 0.2% | +0% | — |
| 74 |  $NFLX | NETFLIX INC | $4.8M | 0.2% | +1023% | 86.7 |
| 75 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $4.7M | 0.2% | -4% | — |
| 76 | — | ISHARES TR | $4.7M | 0.2% | -5% | — |
| 77 |  $INTU | INTUIT INC. | $4.5M | 0.1% | -11% | 82 |
| 78 | — | ISHARES TR | $4.5M | 0.1% | -1% | — |
| 79 |  $SNOW | Snowflake Inc. | $4.4M | 0.1% | +3% | 49.6 |
| 80 | — | SCHWAB STRATEGIC TR | $4.1M | 0.1% | -5% | — |
| 81 | — | MANAGER DIRECTED PORTFOLIOS | $4.1M | 0.1% | -0% | — |
| 82 | — | DIMENSIONAL ETF TRUST | $4.1M | 0.1% | -1% | — |
| 83 |  $AJG | Arthur J. Gallagher & Co. | $4.0M | 0.1% | NEW | 72.1 |
| 84 | — | ISHARES TR | $4.0M | 0.1% | -7% | — |
| 85 |  $VRSK | Verisk Analytics, Inc. | $3.9M | 0.1% | +1% | 77.3 |
| 86 |  $TGT | TARGET CORP | $3.8M | 0.1% | +7% | 53.1 |
| 87 |  $CBRE | CBRE GROUP, INC. | $3.7M | 0.1% | NEW | 62.9 |
| 88 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.6M | 0.1% | +4% | 67 |
| 89 | — | ISHARES TR | $3.6M | 0.1% | -1% | — |
| 90 | — | PIMCO ETF TR | $3.3M | 0.1% | -6% | — |
| 91 | — | SCHWAB STRATEGIC TR | $3.0M | 0.1% | -3% | — |
| 92 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.8M | 0.1% | +23% | 76.6 |
| 93 | — | INVESCO EXCH TRADED FD TR II | $2.8M | 0.1% | -0% | — |
| 94 | — | ISHARES TR | $2.8M | 0.1% | +0% | — |
| 95 |  $HD | HOME DEPOT, INC. | $2.7M | 0.1% | +30% | 69.2 |
| 96 | — | VANGUARD INDEX FDS | $2.6M | 0.1% | +5% | — |
| 97 |  $XOM | EXXON MOBIL CORP | $2.5M | 0.1% | -5% | 61.8 |
| 98 | — | VANGUARD INDEX FDS | $2.3M | 0.1% | +0% | — |
| 99 |  $AMAT | APPLIED MATERIALS INC /DE | $2.1M | 0.1% | -8% | 74.8 |
| 100 | — | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.1% | +0% | — |
| 101 | — | VANGUARD SPECIALIZED FUNDS | $1.7M | 0.1% | +0% | — |
| 102 |  $PGR | PROGRESSIVE CORP/OH/ | $1.6M | 0.1% | -0% | 83.6 |
| 103 | — | SELECT SECTOR SPDR TR | $1.6M | 0.1% | -13% | — |
| 104 |  $ABBV | AbbVie Inc. | $1.5M | 0.1% | -3% | 59.3 |
| 105 | — | SELECT SECTOR SPDR TR | $1.5M | 0.1% | -1% | — |
| 106 | — | PIMCO ETF TR | $1.3M | 0.0% | -2% | — |
| 107 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.0% | -11% | — |
| 108 | — | ISHARES TR | $1.1M | 0.0% | +0% | — |
| 109 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.0% | +4% | — |
| 110 | — | ISHARES TR | $1.1M | 0.0% | +0% | — |
| 111 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.0% | +0% | — |
| 112 | — | DIMENSIONAL ETF TRUST | $1.0M | 0.0% | +0% | — |
| 113 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $996,729 | 0.0% | +143% | — |
| 114 | — | VANGUARD CALIF TAX FREE FDS | $940,170 | 0.0% | -2% | — |
| 115 |  $CSCO | CISCO SYSTEMS, INC. | $930,459 | 0.0% | -6% | 72.3 |
| 116 | — | SCHWAB STRATEGIC TR | $929,846 | 0.0% | -1% | — |
| 117 |  $PLTR | Palantir Technologies Inc. | $906,936 | 0.0% | +1% | 85.8 |
| 118 |  $ACN | Accenture plc | $880,804 | 0.0% | -71% | — |
| 119 | — | EA SERIES TRUST | $876,479 | 0.0% | +1% | — |
| 120 |  $AFL | AFLAC INC | $853,434 | 0.0% | +5% | 60.3 |
| 121 |  $NU | Nu Holdings Ltd. | $839,165 | 0.0% | +0% | — |
| 122 |  $LOW | LOWES COMPANIES INC | $821,817 | 0.0% | +5% | 63.5 |
| 123 | — | SCHWAB STRATEGIC TR | $783,946 | 0.0% | -1% | — |
| 124 | — | ISHARES TR | $739,638 | 0.0% | +22% | — |
| 125 |  $MA | Mastercard Inc | $734,172 | 0.0% | +5% | 81.7 |
| 126 |  $BMO | BANK OF MONTREAL /CAN/ | $732,325 | 0.0% | +16% | — |
| 127 |  $KO | COCA COLA CO | $731,493 | 0.0% | +48% | 74 |
| 128 | — | SCHWAB STRATEGIC TR | $706,473 | 0.0% | -30% | — |
| 129 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $683,833 | 0.0% | +3% | 66.7 |
| 130 |  $ABT | ABBOTT LABORATORIES | $653,182 | 0.0% | -89% | 67 |
| 131 |  $MCD | MCDONALDS CORP | $649,862 | 0.0% | +6% | 73.9 |
| 132 |  $CAT | CATERPILLAR INC | $632,655 | 0.0% | +12% | 67.8 |
| 133 |  $CPNG | Coupang, Inc. | $625,060 | 0.0% | +0% | 56.4 |
| 134 |  $RTX | RTX Corp | $604,934 | 0.0% | -2% | 70 |
| 135 | — | VANGUARD BD INDEX FDS | $583,511 | 0.0% | +7% | — |
| 136 |  $IAU | ISHARES GOLD TRUST | $578,330 | 0.0% | -2% | — |
| 137 |  $ORCL | ORACLE CORP | $572,510 | 0.0% | +7% | 67.2 |
| 138 |  $SCHW | SCHWAB CHARLES CORP | $568,109 | 0.0% | +3% | 77.2 |
| 139 | — | ISHARES TR | $558,633 | 0.0% | +4% | — |
| 140 |  $UNP | UNION PACIFIC CORP | $545,895 | 0.0% | +2% | 74 |
| 141 |  $ISRG | INTUITIVE SURGICAL INC | $527,373 | 0.0% | +8% | 81.4 |
| 142 | — | DIMENSIONAL ETF TRUST | $507,594 | 0.0% | +0% | — |
| 143 | — | CAPITAL GRP FIXED INCM ETF T | $490,166 | 0.0% | -11% | — |
| 144 |  $PEP | PEPSICO INC | $489,940 | 0.0% | +0% | 62.7 |
| 145 | — | STATE STR SPDR DOW JONES IND | $486,350 | 0.0% | NEW | — |
| 146 |  $ADP | AUTOMATIC DATA PROCESSING INC | $472,597 | 0.0% | +1% | 77.9 |
| 147 |  $DHR | DANAHER CORP /DE/ | $470,583 | 0.0% | +7% | 63.9 |
| 148 | — | SPDR SERIES TRUST | $448,216 | 0.0% | +1% | — |
| 149 | — | ISHARES TR | $440,912 | 0.0% | +0% | — |
| 150 | — | NUSHARES ETF TR | $432,237 | 0.0% | +0% | — |
| 151 |  $GE | GENERAL ELECTRIC CO | $431,404 | 0.0% | +2% | 74.8 |
| 152 |  $UBER | Uber Technologies, Inc | $430,141 | 0.0% | +1% | 79.3 |
| 153 |  $WFC | WELLS FARGO & COMPANY/MN | $425,707 | 0.0% | +2% | — |
| 154 | — | ISHARES TR | $401,368 | 0.0% | +0% | — |
| 155 | — | ISHARES INC | $390,240 | 0.0% | +55% | — |
| 156 |  $MMM | 3M CO | $388,926 | 0.0% | -0% | 60.7 |
| 157 |  $NYT | NEW YORK TIMES CO | $369,835 | 0.0% | +0% | 71.3 |
| 158 |  $LIN | LINDE PLC | $368,845 | 0.0% | +6% | — |
| 159 |  $GS | GOLDMAN SACHS GROUP INC | $366,314 | 0.0% | +6% | — |
| 160 | — | FIRST TR EXCHNG TRADED FD VI | $339,760 | 0.0% | +0% | — |
| 161 |  $AXP | AMERICAN EXPRESS CO | $330,913 | 0.0% | +12% | 73.2 |
| 162 |  $WMT | Walmart Inc. | $330,585 | 0.0% | NEW | 63.2 |
| 163 | — | VANGUARD WORLD FD | $327,231 | 0.0% | -4% | — |
| 164 |  $PM | Philip Morris International Inc. | $323,653 | 0.0% | +6% | 80.5 |
| 165 |  $SPGI | S&P Global Inc. | $320,281 | 0.0% | +16% | 79.4 |
| 166 |  $GEV | GE Vernova Inc. | $318,399 | 0.0% | -0% | 70.1 |
| 167 |  $IVZ | Invesco Ltd. | $313,421 | 0.0% | +10% | — |
| 168 |  $ASML | ASML HOLDING NV | $301,149 | 0.0% | NEW | — |
| 169 |  $NEE | NEXTERA ENERGY INC | $296,546 | 0.0% | +2% | 71.7 |
| 170 |  $MRK | Merck & Co., Inc. | $294,538 | 0.0% | +6% | 70.9 |
| 171 | — | ISHARES TR | $290,132 | 0.0% | -2% | — |
| 172 | — | ISHARES TR | $288,655 | 0.0% | +0% | — |
| 173 | — | ISHARES TR | $273,749 | 0.0% | +21% | — |
| 174 |  $FAST | FASTENAL CO | $270,512 | 0.0% | +3% | 73.5 |
| 175 |  $AMGN | AMGEN INC | $268,110 | 0.0% | -8% | 79.5 |
| 176 | — | ISHARES TR | $266,010 | 0.0% | +0% | — |
| 177 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $265,888 | 0.0% | +6% | 63.7 |
| 178 | — | ISHARES TR | $264,736 | 0.0% | +0% | — |
| 179 |  $BAC | BANK OF AMERICA CORP /DE/ | $264,250 | 0.0% | +23% | 68.4 |
| 180 |  $CART | Maplebear Inc. | $260,909 | 0.0% | +0% | 76.4 |
| 181 |  $J | JACOBS SOLUTIONS INC. | $254,815 | 0.0% | -2% | 47.7 |
| 182 |  $TXN | TEXAS INSTRUMENTS INC | $252,964 | 0.0% | +6% | 70.4 |
| 183 |  $SHOP | SHOPIFY INC. | $251,237 | 0.0% | NEW | — |
| 184 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $247,653 | 0.0% | NEW | 60.5 |
| 185 | — | SCHWAB STRATEGIC TR | $245,123 | 0.0% | -6% | — |
| 186 |  $COP | CONOCOPHILLIPS | $239,287 | 0.0% | NEW | 74.8 |
| 187 | — | VANGUARD STAR FDS | $235,736 | 0.0% | +0% | — |
| 188 |  $MS | MORGAN STANLEY | $232,867 | 0.0% | NEW | — |
| 189 |  $SBUX | STARBUCKS CORP | $232,411 | 0.0% | -5% | 54.6 |
| 190 |  $COUR | Coursera, Inc. | $231,037 | 0.0% | +0% | 47.7 |
| 191 | — | FIRST TR EXCHANGE-TRADED ALP | $222,030 | 0.0% | -7% | — |
| 192 |  $KKR | KKR & Co. Inc. | $220,243 | 0.0% | +0% | 49.8 |
| 193 | — | ISHARES TR | $220,206 | 0.0% | +0% | — |
| 194 |  $O | REALTY INCOME CORP | $219,697 | 0.0% | NEW | 74.6 |
| 195 |  $APH | AMPHENOL CORP /DE/ | $215,048 | 0.0% | NEW | 80.5 |
| 196 |  $DUK | Duke Energy CORP | $210,660 | 0.0% | NEW | 64 |
| 197 |  $HOLX | HOLOGIC INC | $207,495 | 0.0% | +0% | 62.3 |
| 198 |  $APO | Apollo Global Management, Inc. | $207,175 | 0.0% | -6% | 55.7 |
| 199 |  $MCO | MOODYS CORP /DE/ | $205,474 | 0.0% | +15% | 81.3 |
| 200 |  $HCXY | Hercules Capital, Inc. | $204,299 | 0.0% | +0% | — |
| 201 |  $BMY | BRISTOL MYERS SQUIBB CO | $203,359 | 0.0% | NEW | 70.1 |
| 202 |  $NKE | NIKE, Inc. | $200,262 | 0.0% | NEW | 53.4 |
| 203 |  $EXFY | Expensify, Inc. | $17,671 | 0.0% | +0% | 31.4 |
| 204 |  $PMVP | PMV Pharmaceuticals, Inc. | $15,548 | 0.0% | NEW | — |
New Positions (16)
$CDNS CADENCE DESIGN SYSTEMS INC$5.2M$AJG Arthur J. Gallagher & Co.$4.0M$CBRE CBRE GROUP, INC.$3.7M STATE STR SPDR DOW JONES IND$486,350
$WMT Walmart Inc.$330,585$ASML ASML HOLDING NV$301,149$SHOP SHOPIFY INC.$251,237$NOC NORTHROP GRUMMAN CORP /DE/$247,653$COP CONOCOPHILLIPS$239,287$MS MORGAN STANLEY$232,867$O REALTY INCOME CORP$219,697$APH AMPHENOL CORP /DE/$215,048$DUK Duke Energy CORP$210,660$BMY BRISTOL MYERS SQUIBB CO$203,359$NKE NIKE, Inc.$200,262
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Sand Hill Global Advisors, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Sand Hill Global Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Sand Hill Global Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
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 a 32-signal AI quality ranking (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.