Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- Latest filing
- Aug 11, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 160
- +6 vs. Q3 2022
- Portfolio value
- $1.77B
- +$183.0M (+11.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 639,992 | $244.8M | 13.8% | −78,053−10.9% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,667,960 | $175.1M | 9.9% | −60,479−2.2% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 359,110 | $126.2M | 7.1% | −24,112−6.3% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 442,257 | $107.0M | 6.0% | +108,730+32.6% | Added | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,467,990 | $103.7M | 5.9% | −69,221−4.5% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 587,350 | $102.4M | 5.8% | +7,183+1.2% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,329,510 | $90.8M | 5.1% | −173,935−6.9% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 597,028 | $62.3M | 3.5% | +204,687+52.2% | Added | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 733,251 | $45.2M | 2.6% | −64,617−8.1% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 454,647 | $44.1M | 2.5% | +115,094+33.9% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 459,963 | $37.9M | 2.1% | +71,830+18.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 80,835 | $31.1M | 1.8% | −7,151−8.1% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 385,713 | $28.7M | 1.6% | −10,088−2.5% | Reduced | – |
| AAPLApple Inc. | Stock | 161,413 | $21.0M | 1.2% | +3,996+2.5% | Added | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 404,974 | $20.3M | 1.1% | +85,966+26.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 65,897 | $15.8M | 0.9% | +1,009+1.6% | Added | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 312,345 | $15.7M | 0.9% | +73,293+30.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 354,389 | $14.9M | 0.8% | +128,128+56.6% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 255,649 | $14.8M | 0.8% | +248,110+3,291.0% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 378,134 | $14.3M | 0.8% | +278,829+280.8% | Added | – |
| VVisa Inc. | Stock | 66,477 | $13.8M | 0.8% | −109−0.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 93,782 | $12.6M | 0.7% | +1,558+1.7% | Added | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 252,006 | $12.4M | 0.7% | +79,934+46.5% | Added | – |
| GOOGLAlphabet Inc. | Stock | 138,949 | $12.3M | 0.7% | −121,080−46.6% | Reduced | History |
| WMWaste Management Inc | Stock | 71,574 | $11.2M | 0.6% | −1,858−2.5% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 103,699 | $10.9M | 0.6% | +42,439+69.3% | Added | – |
| CVXChevron Corp | Stock | 60,513 | $10.9M | 0.6% | −1,844−3.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 56,611 | $10.0M | 0.6% | +688+1.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 118,780 | $9.98M | 0.6% | +2,249+1.9% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 4,720 | $9.51M | 0.5% | −17−0.4% | Reduced | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 282,892 | $9.30M | 0.5% | +77,277+37.6% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 46,207 | $9.27M | 0.5% | +42,737+1,231.6% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 106,904 | $9.06M | 0.5% | −1,059−1.0% | Reduced | – |
| CBChubb Ltd | Stock | 39,708 | $8.76M | 0.5% | −574−1.4% | Reduced | History |
| ABTAbbott Laboratories | Stock | 77,999 | $8.56M | 0.5% | +9,621+14.1% | Added | History |
| TJXTJX Companies Inc | Stock | 107,542 | $8.56M | 0.5% | −651−0.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 55,199 | $8.37M | 0.5% | +600+1.1% | Added | History |
| DHRDanaher Corp | Stock | 30,783 | $8.17M | 0.5% | −324−1.0% | Reduced | History |
| HONHoneywell International Inc | COM | 36,525 | $7.83M | 0.4% | +237+0.7% | Added | History |
| PHParker-Hannifin Corp | Stock | 26,183 | $7.62M | 0.4% | −112−0.4% | Reduced | History |
| CMECME Group Inc. | COM | 44,998 | $7.57M | 0.4% | +212+0.5% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 112,343 | $7.39M | 0.4% | +20,848+22.8% | Added | – |
| ADBEAdobe Inc. | Stock | 21,701 | $7.30M | 0.4% | +123+0.6% | Added | History |
| BABoeing Co | Stock | 38,048 | $7.25M | 0.4% | −1,038−2.7% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 41,470 | $7.21M | 0.4% | +675+1.7% | Added | History |
| BLKBlackRock, Inc. | COM | 9,875 | $7.00M | 0.4% | +9+0.1% | Added | History |
| MDLZMondelez International, Inc. | Stock | 104,447 | $6.96M | 0.4% | +901+0.9% | Added | History |
| CVSCVS Health Corp | Stock | 74,633 | $6.96M | 0.4% | −874−1.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 47,479 | $6.94M | 0.4% | +3,050+6.9% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 32,181 | $6.56M | 0.4% | +1,155+3.7% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 35,552 | $6.53M | 0.4% | +3,080+9.5% | Added | – |
| SYKStryker Corp | Stock | 26,364 | $6.45M | 0.4% | −949−3.5% | Reduced | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 186,701 | $6.39M | 0.4% | +17,561+10.4% | Added | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 97,440 | $6.31M | 0.4% | +84,989+682.6% | Added | – |
| HSYHershey Co | COM | 26,046 | $6.03M | 0.3% | −1,065−3.9% | Reduced | History |
| ECLEcolab Inc. | Stock | 39,548 | $5.76M | 0.3% | −450−1.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 41,400 | $5.49M | 0.3% | −534−1.3% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,888 | $5.26M | 0.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 58,140 | $5.05M | 0.3% | +1,015+1.8% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 48,391 | $4.82M | 0.3% | +48,391 | New | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 101,539 | $4.62M | 0.3% | 00.0% | Unchanged | – |
| KEYSKeysight Technologies, Inc. | Stock | 26,757 | $4.58M | 0.3% | −491−1.8% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,240 | $4.25M | 0.2% | +610+2.8% | Added | – |
| SYYSysco Corp | Stock | 53,910 | $4.12M | 0.2% | −2,019−3.6% | Reduced | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 134,090 | $4.03M | 0.2% | +42,107+45.8% | Added | – |
| INTCIntel Corp | Stock | 134,027 | $3.54M | 0.2% | −2,794−2.0% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 23,301 | $3.49M | 0.2% | −221−0.9% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 15,970 | $3.36M | 0.2% | +2,718+20.5% | Added | – |
| STZConstellation Brands, Inc. | Stock | 14,504 | $3.36M | 0.2% | −91−0.6% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 23,207 | $3.26M | 0.2% | +14,293+160.3% | Added | – |
| AMTAmerican Tower Corp | REIT | 15,326 | $3.25M | 0.2% | −549−3.5% | Reduced | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 77,308 | $3.22M | 0.2% | −204−0.3% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 26,531 | $3.19M | 0.2% | −2,216−7.7% | Reduced | History |
| iShares Global Clean Energy ETF464288224 | ETF | 158,772 | $3.15M | 0.2% | +9,692+6.5% | Added | – |
| ZTSZoetis Inc. | Stock | 20,691 | $3.03M | 0.2% | −3,145−13.2% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 18,687 | $3.02M | 0.2% | +11,711+167.9% | Added | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 126,575 | $2.93M | 0.2% | +109,653+648.0% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,168 | $2.69M | 0.2% | −623−4.9% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,994 | $2.53M | 0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 20,517 | $2.53M | 0.1% | +463+2.3% | Added | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 43,777 | $2.25M | 0.1% | −3,576−7.6% | Reduced | – |
| ACNAccenture plc | Stock | 8,123 | $2.17M | 0.1% | −48−0.6% | Reduced | History |
| DGDollar General Corp | COM | 8,520 | $2.10M | 0.1% | +153+1.8% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 64,256 | $2.07M | 0.1% | +233+0.4% | Added | – |
| HDHome Depot, Inc. | Stock | 6,406 | $2.02M | 0.1% | +463+7.8% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,879 | $2.02M | 0.1% | −488−3.2% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 21,893 | $1.98M | 0.1% | +10,296+88.8% | Added | – |
| COSTCostco Wholesale Corp | Stock | 4,139 | $1.89M | 0.1% | −8−0.2% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 21,246 | $1.80M | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,815 | $1.67M | 0.1% | +58+0.7% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 3,031 | $1.61M | 0.1% | −154−4.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 17,108 | $1.52M | 0.1% | −84,712−83.2% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,939 | $1.49M | 0.1% | +67+1.0% | Added | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 41,156 | $1.41M | 0.1% | +14,245+52.9% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 16,441 | $1.39M | 0.1% | +11,443+229.0% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,133 | $1.28M | 0.1% | +632+18.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 23,024 | $1.10M | 0.1% | −1,098−4.6% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,709 | $1.08M | 0.1% | −1,432−14.1% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,087 | $1.08M | 0.1% | −868−10.9% | Reduced | – |
| PGRProgressive Corp | Stock | 7,837 | $1.02M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 6,181 | $295.0K | <0.1% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,025 | $274.0K | <0.1% | – |
| LLAPTerran Orbital Corp | COM | 40,000 | $71.0K | <0.1% | History |
| REALTheRealReal, Inc. | COM | 13,125 | $20.0K | <0.1% | History |