Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- Latest filing
- Aug 11, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 140
- No 13F data for Q4 2020
- Portfolio value
- $1.54B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 763,897 | $302.8M | 19.7% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 379,969 | $138.4M | 9.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,729,247 | $131.2M | 8.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,057,303 | $107.1M | 7.0% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 441,118 | $97.5M | 6.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 320,647 | $83.5M | 5.4% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 839,036 | $57.8M | 3.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 406,342 | $37.3M | 2.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 82,965 | $33.0M | 2.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 354,381 | $31.4M | 2.0% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 544,334 | $27.5M | 1.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 222,402 | $25.3M | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 185,368 | $22.6M | 1.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 6,041 | $18.7M | 1.2% | – | – | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 339,852 | $17.1M | 1.1% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 94,824 | $17.1M | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 64,305 | $15.2M | 1.0% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 7,151 | $14.7M | 1.0% | – | – | History |
| VVisa Inc. | Stock | 65,120 | $13.8M | 0.9% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 84,292 | $12.8M | 0.8% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 244,036 | $12.4M | 0.8% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 37,156 | $10.9M | 0.7% | – | – | History |
| WMWaste Management Inc | Stock | 80,856 | $10.4M | 0.7% | – | – | History |
| DISWalt Disney Co | Stock | 50,618 | $9.34M | 0.6% | – | – | History |
| INTCIntel Corp | Stock | 139,412 | $8.92M | 0.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 52,601 | $8.64M | 0.6% | – | – | History |
| CMECME Group Inc. | COM | 41,299 | $8.43M | 0.5% | – | – | History |
| CRMSalesforce, Inc. | Stock | 38,322 | $8.12M | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 65,498 | $7.85M | 0.5% | – | – | History |
| PHParker-Hannifin Corp | Stock | 24,817 | $7.83M | 0.5% | – | – | History |
| ECLEcolab Inc. | Stock | 35,729 | $7.65M | 0.5% | – | – | History |
| DHRDanaher Corp | Stock | 33,527 | $7.55M | 0.5% | – | – | History |
| HONHoneywell International Inc | COM | 34,018 | $7.38M | 0.5% | – | – | History |
| PGProcter & Gamble Co | Stock | 53,368 | $7.23M | 0.5% | – | – | History |
| BLKBlackRock, Inc. | COM | 9,453 | $7.13M | 0.5% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 41,861 | $7.12M | 0.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 13,122 | $7.01M | 0.5% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 2,925 | $6.82M | 0.4% | – | – | History |
| SHWSherwin Williams Co | COM | 8,856 | $6.54M | 0.4% | – | – | History |
| TJXTJX Companies Inc | Stock | 98,005 | $6.48M | 0.4% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,629 | $6.12M | 0.4% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 25,075 | $6.09M | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 58,065 | $6.08M | 0.4% | – | – | History |
| CBChubb Ltd | Stock | 37,656 | $5.95M | 0.4% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 27,017 | $5.78M | 0.4% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 40,202 | $5.65M | 0.4% | – | – | History |
| CVSCVS Health Corp | Stock | 73,758 | $5.55M | 0.4% | – | – | History |
| PFEPfizer Inc | Stock | 149,523 | $5.42M | 0.4% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,300 | $5.38M | 0.3% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 88,853 | $5.20M | 0.3% | – | – | History |
| BABoeing Co | Stock | 19,441 | $4.95M | 0.3% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,970 | $4.75M | 0.3% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 57,275 | $4.35M | 0.3% | – | – | – |
| GEGeneral Electric Co | COM | 312,086 | $4.10M | 0.3% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 27,578 | $3.96M | 0.3% | – | – | History |
| HSYHershey Co | COM | 24,997 | $3.95M | 0.3% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 42,905 | $3.90M | 0.3% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 150,930 | $3.67M | 0.2% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,406 | $3.65M | 0.2% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 65,183 | $3.60M | 0.2% | – | – | – |
| AMTAmerican Tower Corp | REIT | 14,697 | $3.51M | 0.2% | – | – | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 90,662 | $3.49M | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 69,294 | $3.40M | 0.2% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 13,607 | $3.10M | 0.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 36,106 | $2.78M | 0.2% | – | – | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 63,636 | $2.76M | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 10,450 | $2.34M | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,853 | $2.28M | 0.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,323 | $2.13M | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 7,591 | $2.10M | 0.1% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,942 | $2.09M | 0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 31,668 | $2.05M | 0.1% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 15,588 | $1.82M | 0.1% | – | – | – |
| DGDollar General Corp | COM | 8,479 | $1.72M | 0.1% | – | – | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 46,865 | $1.70M | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 5,134 | $1.57M | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 757 | $1.57M | 0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28,034 | $1.50M | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 4,110 | $1.45M | 0.1% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,640 | $1.31M | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 24,829 | $1.28M | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 3,242 | $1.21M | 0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,119 | $1.05M | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 1,548 | $1.03M | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,746 | $1.03M | 0.1% | – | – | – |
| PGRProgressive Corp | Stock | 9,698 | $927.0K | 0.1% | – | – | History |
| FISVFiserv Inc | Stock | 7,758 | $924.0K | 0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,878 | $918.0K | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,212 | $821.0K | 0.1% | – | – | History |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 7,676 | $721.0K | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 10,123 | $710.0K | <0.1% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,741 | $693.0K | <0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 6,353 | $688.0K | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 1,732 | $663.0K | <0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,531 | $615.0K | <0.1% | – | – | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4,898 | $597.0K | <0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,411 | $531.0K | <0.1% | – | – | History |
| FIVNFive9, Inc. | COM | 3,224 | $504.0K | <0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,912 | $441.0K | <0.1% | – | – | – |
| ROKURoku, Inc | COM CL A | 1,325 | $432.0K | <0.1% | – | – | History |