Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- Latest filing
- Aug 11, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 155
- −5 vs. Q4 2022
- Portfolio value
- $1.86B
- +$91.7M (+5.2%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 636,439 | $260.6M | 14.0% | −3,553−0.6% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,665,626 | $190.6M | 10.2% | −2,334−0.1% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 359,898 | $135.3M | 7.3% | +788+0.2% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 440,711 | $110.2M | 5.9% | −1,546−0.3% | Reduced | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,490,895 | $110.0M | 5.9% | +22,905+1.6% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 596,527 | $106.4M | 5.7% | +9,177+1.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,392,270 | $96.6M | 5.2% | +62,760+2.7% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 820,061 | $68.1M | 3.7% | +360,098+78.3% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 599,428 | $62.7M | 3.4% | +2,400+0.4% | Added | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 824,141 | $54.0M | 2.9% | +90,890+12.4% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 483,074 | $48.1M | 2.6% | +28,427+6.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 80,173 | $33.0M | 1.8% | −662−0.8% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 390,516 | $30.0M | 1.6% | +4,803+1.2% | Added | – |
| AAPLApple Inc. | Stock | 161,682 | $26.7M | 1.4% | +269+0.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 65,789 | $19.0M | 1.0% | −108−0.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 159,769 | $16.6M | 0.9% | +20,820+15.0% | Added | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 270,424 | $15.8M | 0.8% | +14,775+5.8% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 337,090 | $15.2M | 0.8% | −17,299−4.9% | Reduced | – |
| VVisa Inc. | Stock | 65,691 | $14.8M | 0.8% | −786−1.2% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 341,005 | $13.5M | 0.7% | −37,129−9.8% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 253,163 | $12.7M | 0.7% | −151,811−37.5% | Reduced | – |
| NVDANVIDIA Corp | Stock | 44,963 | $12.5M | 0.7% | −2,516−5.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 119,499 | $12.3M | 0.7% | +719+0.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 93,350 | $12.2M | 0.7% | −432−0.5% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 4,559 | $12.1M | 0.6% | −161−3.4% | Reduced | History |
| WMWaste Management Inc | Stock | 70,954 | $11.6M | 0.6% | −620−0.9% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 202,710 | $10.2M | 0.5% | −109,635−35.1% | Reduced | – |
| CVXChevron Corp | Stock | 60,703 | $9.90M | 0.5% | +190+0.3% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 106,914 | $9.67M | 0.5% | +100.0% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 283,982 | $9.65M | 0.5% | +1,090+0.4% | Added | – |
| JNJJohnson & Johnson | Stock | 57,101 | $8.85M | 0.5% | +490+0.9% | Added | History |
| CMECME Group Inc. | COM | 44,935 | $8.61M | 0.5% | −63−0.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 21,727 | $8.37M | 0.4% | +26+0.1% | Added | History |
| PGProcter & Gamble Co | Stock | 55,679 | $8.28M | 0.4% | +480+0.9% | Added | History |
| PHParker-Hannifin Corp | Stock | 24,441 | $8.21M | 0.4% | −1,742−6.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 40,906 | $8.17M | 0.4% | −494−1.2% | Reduced | History |
| TJXTJX Companies Inc | Stock | 103,726 | $8.13M | 0.4% | −3,816−3.5% | Reduced | History |
| BABoeing Co | Stock | 38,128 | $8.10M | 0.4% | +80+0.2% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 41,311 | $8.01M | 0.4% | −159−0.4% | Reduced | History |
| ABTAbbott Laboratories | Stock | 78,627 | $7.96M | 0.4% | +628+0.8% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 109,628 | $7.88M | 0.4% | −2,715−2.4% | Reduced | – |
| CBChubb Ltd | Stock | 39,965 | $7.76M | 0.4% | +257+0.6% | Added | History |
| DHRDanaher Corp | Stock | 30,436 | $7.67M | 0.4% | −347−1.1% | Reduced | History |
| SYKStryker Corp | Stock | 26,644 | $7.61M | 0.4% | +280+1.1% | Added | History |
| MDLZMondelez International, Inc. | Stock | 104,526 | $7.29M | 0.4% | +79+0.1% | Added | History |
| HONHoneywell International Inc | COM | 36,785 | $7.03M | 0.4% | +260+0.7% | Added | History |
| ECLEcolab Inc. | Stock | 40,158 | $6.65M | 0.4% | +610+1.5% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 31,232 | $6.59M | 0.4% | −949−2.9% | Reduced | – |
| BLKBlackRock, Inc. | COM | 9,788 | $6.55M | 0.4% | −87−0.9% | Reduced | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 191,655 | $6.53M | 0.4% | +4,954+2.7% | Added | – |
| HSYHershey Co | COM | 24,976 | $6.35M | 0.3% | −1,070−4.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 29,254 | $6.20M | 0.3% | +2,723+10.3% | Added | History |
| DISWalt Disney Co | Stock | 60,011 | $6.01M | 0.3% | +1,871+3.2% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 30,850 | $5.85M | 0.3% | −4,702−13.2% | Reduced | – |
| CVSCVS Health Corp | Stock | 76,424 | $5.68M | 0.3% | +1,791+2.4% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,888 | $5.45M | 0.3% | 00.0% | Unchanged | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 101,539 | $4.95M | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 44,834 | $4.83M | 0.3% | −58,865−56.8% | Reduced | – |
| TSLATesla, Inc. | Stock | 22,689 | $4.71M | 0.3% | +2,172+10.6% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,057 | $4.50M | 0.2% | −183−0.8% | Reduced | – |
| ALBAlbemarle Corp | Stock | 19,798 | $4.38M | 0.2% | +19,798 | New | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 136,069 | $4.28M | 0.2% | +1,979+1.5% | Added | – |
| KEYSKeysight Technologies, Inc. | Stock | 25,900 | $4.18M | 0.2% | −857−3.2% | Reduced | History |
| SYYSysco Corp | Stock | 53,316 | $4.12M | 0.2% | −594−1.1% | Reduced | History |
| ZTSZoetis Inc. | Stock | 22,601 | $3.76M | 0.2% | +1,910+9.2% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 23,036 | $3.63M | 0.2% | −265−1.1% | Reduced | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 77,308 | $3.43M | 0.2% | 00.0% | Unchanged | – |
| iShares Global Clean Energy ETF464288224 | ETF | 166,899 | $3.30M | 0.2% | +8,127+5.1% | Added | – |
| STZConstellation Brands, Inc. | Stock | 14,595 | $3.30M | 0.2% | +91+0.6% | Added | History |
| AMTAmerican Tower Corp | REIT | 15,482 | $3.16M | 0.2% | +156+1.0% | Added | History |
| DASHDoorDash, Inc. | Stock | 49,416 | $3.14M | 0.2% | +49,416 | New | History |
| ABBVAbbVie Inc. | Stock | 18,755 | $2.99M | 0.2% | +68+0.4% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,153 | $2.86M | 0.2% | −15−0.1% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,994 | $2.71M | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287622 | RUS 1000 ETF | 11,015 | $2.48M | 0.1% | −4,955−31.0% | Reduced | – |
| ACNAccenture plc | Stock | 8,286 | $2.37M | 0.1% | +163+2.0% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,615 | $2.30M | 0.1% | −35,592−77.0% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 64,256 | $2.24M | 0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 4,105 | $2.04M | 0.1% | −34−0.8% | Reduced | History |
| HDHome Depot, Inc. | Stock | 6,822 | $2.01M | 0.1% | +416+6.5% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,844 | $1.96M | 0.1% | +29+0.4% | Added | – |
| iShares Tr464288257 | MSCI ACWI ETF | 21,246 | $1.94M | 0.1% | 00.0% | Unchanged | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,879 | $1.93M | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 27,976 | $1.90M | 0.1% | −69,464−71.3% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 17,644 | $1.83M | 0.1% | +536+3.1% | Added | History |
| DGDollar General Corp | COM | 8,433 | $1.77M | 0.1% | −87−1.0% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 16,241 | $1.73M | 0.1% | −32,150−66.4% | Reduced | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,872 | $1.56M | 0.1% | −67−1.0% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,763 | $1.47M | 0.1% | +630+15.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,031 | $1.43M | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 24,973 | $1.31M | 0.1% | +1,949+8.5% | Added | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 24,031 | $1.26M | 0.1% | −19,746−45.1% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,102 | $1.22M | 0.1% | −607−7.0% | Reduced | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 32,339 | $1.15M | 0.1% | −8,817−21.4% | Reduced | – |
| PGRProgressive Corp | Stock | 7,837 | $1.12M | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 43,471 | $1.08M | 0.1% | −83,104−65.7% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,946 | $1.07M | 0.1% | −141−2.0% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 19,867 | $1.06M | 0.1% | +30.0% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 5,423 | $1.01M | 0.1% | −14−0.3% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,059 | $974.9K | 0.1% | −16,148−69.6% | Reduced | – |
Sold out since Q4 2022 (12)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 252,006 | $12.4M | 0.7% | – |
| INTCIntel Corp | Stock | 134,027 | $3.54M | 0.2% | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 21,893 | $1.98M | 0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,824 | $888.0K | 0.1% | – |
| HOODRobinhood Markets, Inc. | Stock | 98,320 | $800.3K | <0.1% | History |
| COUPCoupa Software Inc | COM | 7,820 | $619.1K | <0.1% | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,858 | $577.4K | <0.1% | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 15,209 | $386.9K | <0.1% | – |
| VZVerizon Communications Inc | Stock | 6,315 | $248.8K | <0.1% | History |
| COPConocoPhillips | Stock | 1,725 | $203.5K | <0.1% | History |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 16,990 | $123.7K | <0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 10,648 | $68.4K | <0.1% | History |