Sand Hill Global Advisors, LLC
13F Reported Value
ⓘ$3.3B
Holdings
214
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$SPY
$TMOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$353.7M514,982 shISHARES TR - MSCI EAFE ETF
—Quality
$311.2M2,996,113 sh- —
Quality
$241.6M323,543 sh VANGUARD INDEX FDS - REAL ESTATE ETF
—Quality
$169.2M1,754,412 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$159.2M1,812,084 shISHARES TR - RUSSELL 2000 ETF
—Quality
$144.7M481,468 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$144.4M2,419,156 shISHARES TR - CORE S&P MCP ETF
—Quality
$139.7M1,811,344 shPIMCO ETF TR - ACTIVE BD ETF
—Quality
$114.7M1,243,907 shVANGUARD INDEX FDS - SML CP GRW ETF
—Quality
$108.6M296,997 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $353.7M | 514,982 |
| ISHARES TR - MSCI EAFE ETF | — | $311.2M | 2,996,113 |
| SPDR S&P 500 ETF TRUST$SPY | — | $241.6M | 323,543 |
| VANGUARD INDEX FDS - REAL ESTATE ETF | — | $169.2M | 1,754,412 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $159.2M | 1,812,084 |
| ISHARES TR - RUSSELL 2000 ETF | — | $144.7M | 481,468 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $144.4M | 2,419,156 |
| ISHARES TR - CORE S&P MCP ETF | — | $139.7M | 1,811,344 |
| PIMCO ETF TR - ACTIVE BD ETF | — | $114.7M | 1,243,907 |
| VANGUARD INDEX FDS - SML CP GRW ETF | — | $108.6M | 296,997 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sand Hill Global Advisors, LLC's 214 positions.
Showing top 10 of 214 holdings.
Sector Allocation
Other
$2.7B
Technology
$276.2M
Financials
$98.4M
Industrials
$89.9M
Consumer Discretionary
$70.0M
Healthcare
$36.1M
Utilities
$20.4M
Energy
$17.0M
Top Holdings — Sand Hill Global Advisors, LLC (Q2 2026)
Top 150 of 214 disclosed positions (by reported value) 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 - S&P 500 ETF SHS | $353.7M | 10.7% | -2% | — |
| 2 | — | ISHARES TR - MSCI EAFE ETF | $311.2M | 9.4% | -1% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $241.6M | 7.3% | -3% | — |
| 4 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $169.2M | 5.1% | +1% | — |
| 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% | — |
| 11 | — | ISHARES TR - MSCI ACWI EX US | $98.3M | 3.0% | +0% | — |
| 12 | — | ISHARES TR - MSCI EMG MKT ETF | $87.5M | 2.6% | +978% | — |
| 13 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $86.5M | 2.6% | -6% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $80.3M | 2.4% | +7% | — |
| 15 | — | ISHARES TR - CORE US AGGBD ET | $71.6M | 2.1% | +9% | — |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $51.7M | 1.6% | -5% | — |
| 17 |  $AAPL | Apple Inc. | $48.7M | 1.5% | +2% | 76.4 |
| 18 |  $NVDA | NVIDIA CORP | $41.4M | 1.3% | -1% | 85.9 |
| 19 |  $GOOG | Alphabet Inc. | $36.1M | 1.1% | -0% | 78.2 |
| 20 |  $AMZN | AMAZON COM INC | $30.4M | 0.9% | +0% | 68.7 |
| 21 |  $MSFT | MICROSOFT CORP | $29.6M | 0.9% | +4% | 79.8 |
| 22 | — | ISHARES TR - ESG AWARE MSCI | $25.6M | 0.8% | -3% | — |
| 23 | — | ISHARES TR - ESG AWR MSCI USA | $25.4M | 0.8% | -2% | — |
| 24 | — | ISHARES TR - ULTRA SHORT DUR | $24.3M | 0.7% | +47% | — |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $22.4M | 0.7% | -2% | — |
| 26 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $21.8M | 0.7% | +50% | — |
| 27 |  $JPM | JPMORGAN CHASE & CO | $21.4M | 0.7% | -0% | 70.7 |
| 28 |  $META | Meta Platforms, Inc. | $19.0M | 0.6% | -1% | 79.6 |
| 29 | — | ISHARES TR - U.S. REAL ES ETF | $18.5M | 0.6% | -2% | — |
| 30 |  $V | VISA INC. | $16.8M | 0.5% | +1% | 82.9 |
| 31 | — | PGIM ETF TR - PGIM ULTRA SH BD | $15.4M | 0.5% | +7% | — |
| 32 |  $AVGO | Broadcom Inc. | $14.7M | 0.4% | -0% | 84.5 |
| 33 |  $PH | Parker-Hannifin Corp | $14.7M | 0.4% | -1% | 65.8 |
| 34 |  $PANW | Palo Alto Networks Inc | $14.6M | 0.4% | -0% | 65.5 |
| 35 | — | ISHARES TR - ESG AW MSCI EAFE | $13.6M | 0.4% | +1% | — |
| 36 |  $UNP | UNION PACIFIC CORP | $12.9M | 0.4% | +2011% | 69.7 |
| 37 |  $BRK.A | BERKSHIRE HATHAWAY INC | $12.7M | 0.4% | +0% | 73.8 |
| 38 |  $TJX | TJX COMPANIES INC /DE/ | $12.6M | 0.4% | -1% | 68.7 |
| 39 |  $JNJ | JOHNSON & JOHNSON | $12.3M | 0.4% | -2% | 69 |
| 40 |  $SNOW | Snowflake Inc. | $11.3M | 0.3% | +53% | 54.9 |
| 41 | $META | Meta Platforms, Inc. | $10.9M | 0.3% | -0% | 79.6 |
| 42 | — | VANGUARD INDEX FDS - SMALL CP ETF | $10.5M | 0.3% | -2% | — |
| 43 |  $LLY | ELI LILLY & Co | $10.5M | 0.3% | +2% | 87.5 |
| 44 |  $ASML | ASML HOLDING NV | $10.2M | 0.3% | +2155% | — |
| 45 |  $CVX | CHEVRON CORP | $9.8M | 0.3% | -3% | 62.8 |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.8M | 0.3% | -3% | 73.8 |
| 47 | — | ISHARES TR - ESG AWR US AGRGT | $9.4M | 0.3% | -5% | — |
| 48 |  $ECL | ECOLAB INC. | $8.8M | 0.3% | -0% | 63.3 |
| 49 |  $BLK | BlackRock, Inc. | $8.8M | 0.3% | -0% | 70 |
| 50 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $8.2M | 0.3% | -1% | 66.8 |
| 51 |  $DASH | DoorDash, Inc. | $8.2M | 0.3% | +0% | 71 |
| 52 |  $PWR | QUANTA SERVICES, INC. | $8.0M | 0.2% | -9% | 72.1 |
| 53 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $8.0M | 0.2% | -5% | — |
| 54 |  $PG | PROCTER & GAMBLE Co | $7.9M | 0.2% | -2% | 64.6 |
| 55 |  $RTX | RTX Corp | $7.9M | 0.2% | +1221% | 73.2 |
| 56 |  $CME | CME GROUP INC. | $7.9M | 0.2% | -3% | 69.5 |
| 57 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $7.5M | 0.2% | -2% | — |
| 58 |  $TSLA | Tesla, Inc. | $7.4M | 0.2% | -3% | 53.9 |
| 59 |  $SYK | STRYKER CORP | $7.2M | 0.2% | +0% | 72.1 |
| 60 |  $ETN | Eaton Corp plc | $7.2M | 0.2% | +0% | — |
| 61 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $7.2M | 0.2% | +0% | — |
| 62 |  $WM | WASTE MANAGEMENT INC | $7.0M | 0.2% | -2% | 67.6 |
| 63 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $6.9M | 0.2% | -1% | 72.6 |
| 64 |  $GOOGL | Alphabet Inc. | $6.2M | 0.2% | -1% | 78.2 |
| 65 |  $BKNG | Booking Holdings Inc. | $6.1M | 0.2% | +2376% | 58.5 |
| 66 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $6.0M | 0.2% | +0% | — |
| 67 |  $ADSK | Autodesk, Inc. | $5.9M | 0.2% | -0% | 78.6 |
| 68 |  $DIS | Walt Disney Co | $5.9M | 0.2% | -1% | 60.1 |
| 69 |  $PLD | Prologis, Inc. | $5.6M | 0.2% | -1% | 68.3 |
| 70 | — | ISHARES TR - MSCI ACWI ETF | $5.5M | 0.2% | -16% | — |
| 71 |  $AMAT | APPLIED MATERIALS INC /DE | $5.4M | 0.2% | +20% | 72.3 |
| 72 | — | ISHARES TR - RUS 1000 ETF | $5.3M | 0.2% | +4% | — |
| 73 |  $LNG | Cheniere Energy, Inc. | $5.3M | 0.2% | -2% | 66.5 |
| 74 |  $WYNN | WYNN RESORTS LTD | $5.3M | 0.2% | -5% | — |
| 75 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $5.1M | 0.1% | -12% | — |
| 76 |  $ETR | ENTERGY CORP /DE/ | $5.0M | 0.1% | -1% | 59.5 |
| 77 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $4.9M | 0.1% | +0% | — |
| 78 | — | ISHARES TR - NATIONAL MUN ETF | $4.8M | 0.1% | +0% | — |
| 79 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $4.7M | 0.1% | +0% | — |
| 80 |  $NEM | NEWMONT Corp /DE/ | $4.7M | 0.1% | -1% | 86.8 |
| 81 | — | MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE | $4.6M | 0.1% | +2% | — |
| 82 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $4.5M | 0.1% | -4% | — |
| 83 |  $CRM | Salesforce, Inc. | $4.2M | 0.1% | -1% | 77 |
| 84 | — | ISHARES TR - CALIF MUN BD ETF | $4.1M | 0.1% | +2% | — |
| 85 |  $TGT | TARGET CORP | $4.1M | 0.1% | -1% | 60.7 |
| 86 | — | ISHARES TR - RUSSELL 3000 ETF | $4.0M | 0.1% | -3% | — |
| 87 |  $AJG | Arthur J. Gallagher & Co. | $3.9M | 0.1% | -8% | 71.2 |
| 88 |  $HON | HONEYWELL INTERNATIONAL INC | $3.6M | 0.1% | -51% | 65 |
| 89 |  $NFLX | NETFLIX INC | $3.6M | 0.1% | +1% | 78.8 |
| 90 |  $HONA | Honeywell Aerospace Inc. | $3.6M | 0.1% | NEW | — |
| 91 | — | INVESCO EXCH TRADED FD TR II - ESG NASDAQ 100 | $3.6M | 0.1% | -3% | — |
| 92 | — | ISHARES TR - RUS 2000 GRW ETF | $3.6M | 0.1% | +0% | — |
| 93 |  $CBRE | CBRE GROUP, INC. | $3.5M | 0.1% | -3% | 62.3 |
| 94 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.1% | -0% | 66.2 |
| 95 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $3.4M | 0.1% | +0% | — |
| 96 | — | PIMCO ETF TR - INTER MUN BD ACT | $3.3M | 0.1% | -1% | — |
| 97 |  $WDC | WESTERN DIGITAL CORP | $3.0M | 0.1% | NEW | 80.7 |
| 98 |  $VRSK | Verisk Analytics, Inc. | $2.9M | 0.1% | -20% | 71.2 |
| 99 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.9M | 0.1% | -8% | 75.4 |
| 100 |  $HD | HOME DEPOT, INC. | $2.9M | 0.1% | -1% | 60.3 |
| 101 |  $CARR | CARRIER GLOBAL Corp | $2.8M | 0.1% | NEW | 56.6 |
| 102 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.7M | 0.1% | +25% | — |
| 103 |  $ORCL | ORACLE CORP | $2.7M | 0.1% | +367% | 66.2 |
| 104 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.7M | 0.1% | +269% | — |
| 105 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $2.6M | 0.1% | -1% | — |
| 106 |  $AEHR | AEHR TEST SYSTEMS | $2.5M | 0.1% | NEW | 16.5 |
| 107 |  $XOM.R34088 | EXXON MOBIL CORP | $1.9M | 0.1% | -7% | 57.9 |
| 108 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.9M | 0.1% | +0% | — |
| 109 |  $MCD | MCDONALDS CORP | $1.9M | 0.1% | +232% | 69 |
| 110 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.8M | 0.1% | -1% | — |
| 111 |  $PGR | PROGRESSIVE CORP/OH/ | $1.7M | 0.1% | +0% | 80.1 |
| 112 |  $ABBV | AbbVie Inc. | $1.7M | 0.1% | -5% | 72.6 |
| 113 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.0% | +6% | 70.3 |
| 114 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $1.5M | 0.0% | +11% | — |
| 115 | — | EVERPURE INC - CL A | $1.4M | 0.0% | NEW | — |
| 116 | — | ISHARES TR - S&P 100 ETF | $1.4M | 0.0% | +9% | — |
| 117 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.0% | -3% | — |
| 118 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.3M | 0.0% | -23% | — |
| 119 | — | ISHARES TR - RUS 1000 GRW ETF | $1.3M | 0.0% | +293% | — |
| 120 |  $YUM | YUM BRANDS INC | $1.2M | 0.0% | NEW | 73.7 |
| 121 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.0% | +23% | — |
| 122 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.1M | 0.0% | -4% | — |
| 123 | — | EA SERIES TRUST - JLEN 500 JEW ETF | $1.1M | 0.0% | +5% | — |
| 124 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $1.0M | 0.0% | -8% | — |
| 125 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $1.0M | 0.0% | -13% | — |
| 126 |  $QCOM | QUALCOMM INC/DE | $966,452 | 0.0% | NEW | 70.5 |
| 127 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $957,299 | 0.0% | +0% | — |
| 128 |  $BMO | BANK OF MONTREAL /CAN/ | $956,124 | 0.0% | +0% | 76 |
| 129 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $954,593 | 0.0% | +0% | — |
| 130 |  $KO | COCA COLA CO | $938,181 | 0.0% | +20% | 69.5 |
| 131 |  $CAT | CATERPILLAR INC | $927,528 | 0.0% | -2% | 66.5 |
| 132 |  $AFL | AFLAC INC | $902,004 | 0.0% | -1% | 61.3 |
| 133 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $862,698 | 0.0% | +0% | — |
| 134 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $819,983 | 0.0% | +3% | 70 |
| 135 |  $WFC | WELLS FARGO & COMPANY/MN | $800,451 | 0.0% | +81% | 61.8 |
| 136 | — | ISHARES TR - CORE MSCI EAFE | $789,357 | 0.0% | +0% | — |
| 137 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $788,916 | 0.0% | +0% | — |
| 138 |  $MA | Mastercard Inc | $780,848 | 0.0% | +3% | 85.1 |
| 139 |  $PLTR | Palantir Technologies Inc. | $764,539 | 0.0% | +6% | 84.6 |
| 140 |  $LOW | LOWES COMPANIES INC | $739,964 | 0.0% | -4% | 60.8 |
| 141 |  $NU | Nu Holdings Ltd. | $738,781 | 0.0% | -5% | — |
| 142 |  $GE | GENERAL ELECTRIC CO | $604,321 | 0.0% | +6% | 73.8 |
| 143 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $581,688 | 0.0% | +0% | — |
| 144 |  $CPNG | Coupang, Inc. | $575,069 | 0.0% | +0% | 50.6 |
| 145 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $568,147 | 0.0% | +0% | — |
| 146 |  $SCHW | SCHWAB CHARLES CORP | $557,772 | 0.0% | +0% | 79.4 |
| 147 |  $ACN | Accenture plc | $552,454 | 0.0% | -0% | — |
| 148 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $548,510 | 0.0% | +0% | — |
| 149 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $535,615 | 0.0% | NEW | 67.5 |
| 150 | — | SPDR SERIES TRUST - ST STR SP600 SML | $534,947 | 0.0% | +0% | — |
New Positions (20)
$HONA Honeywell Aerospace Inc.$3.6M$WDC WESTERN DIGITAL CORP$3.0M$CARR CARRIER GLOBAL Corp$2.8M$AEHR AEHR TEST SYSTEMS$2.5M$YUM YUM BRANDS INC$1.2M$QCOM QUALCOMM INC/DE$966,452$WAL WESTERN ALLIANCE BANCORPORATION$535,615
$INTC INTEL CORP$433,115
$OTIS Otis Worldwide Corp$387,356
$CVBF CVB FINANCIAL CORP$361,364
$AMD ADVANCED MICRO DEVICES INC$336,341
$CRWD CrowdStrike Holdings, Inc.$256,415
$MU MICRON TECHNOLOGY INC$253,944
$BRKR BRUKER CORP$241,442
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