Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- Latest filing
- Aug 11, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 162
- +1 vs. Q4 2023
- Portfolio value
- $2.11B
- +$30.4M (+1.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 517,356 | $248.7M | 11.8% | −25,306−4.7% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,707,472 | $216.2M | 10.3% | +22,075+0.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 403,551 | $211.1M | 10.0% | −19,480−4.6% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,149,129 | $130.5M | 6.2% | −65,761−3.0% | ReducedConverted for a 5-for-1 split | – |
| iShares Russell 2000 ETF464287655 | ETF | 617,011 | $129.8M | 6.2% | −12,474−2.0% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,966,625 | $123.9M | 5.9% | +60,025+2.1% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,557,111 | $95.8M | 4.5% | +46,541+3.1% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 777,486 | $67.2M | 3.2% | +33,377+4.5% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 630,062 | $61.7M | 2.9% | +56,665+9.9% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 102,624 | $54.0M | 2.6% | −547−0.5% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 399,783 | $36.7M | 1.7% | +375,740+1,562.8% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,259,795 | $28.7M | 1.4% | +245,749+24.2% | Added | – |
| MSFTMicrosoft Corp | Stock | 64,675 | $27.2M | 1.3% | +1,717+2.7% | Added | History |
| NVDANVIDIA Corp | Stock | 28,242 | $25.5M | 1.2% | −3,413−10.8% | Reduced | History |
| AAPLApple Inc. | Stock | 144,572 | $24.8M | 1.2% | −8,841−5.8% | Reduced | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 391,449 | $23.2M | 1.1% | −825,059−67.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 152,197 | $23.0M | 1.1% | −1,650−1.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 106,123 | $19.1M | 0.9% | −7,557−6.6% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 157,358 | $18.1M | 0.9% | −7,881−4.8% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 87,943 | $17.6M | 0.8% | −3,906−4.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 35,265 | $17.1M | 0.8% | −7,165−16.9% | Reduced | History |
| VVisa Inc. | Stock | 59,945 | $16.7M | 0.8% | −2,374−3.8% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 153,289 | $16.5M | 0.8% | −130,426−46.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 326,451 | $16.4M | 0.8% | −12,243−3.6% | Reduced | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 259,209 | $15.1M | 0.7% | +3,312+1.3% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 347,937 | $14.3M | 0.7% | −13,841−3.8% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 157,234 | $14.1M | 0.7% | −2,697−1.7% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 270,734 | $13.7M | 0.6% | +70,433+35.2% | Added | – |
| WMWaste Management Inc | Stock | 56,721 | $12.1M | 0.6% | −3,457−5.7% | Reduced | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 296,880 | $12.0M | 0.6% | −1,551−0.5% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 36,789 | $11.1M | 0.5% | −1,938−5.0% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 18,014 | $10.0M | 0.5% | −1,337−6.9% | Reduced | History |
| CVXChevron Corp | Stock | 61,637 | $9.72M | 0.5% | −102−0.2% | Reduced | History |
| TJXTJX Companies Inc | Stock | 95,527 | $9.69M | 0.5% | −3,116−3.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 18,864 | $9.52M | 0.5% | −916−4.6% | Reduced | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 173,292 | $9.09M | 0.4% | −86,325−33.3% | Reduced | – |
| JNJJohnson & Johnson | Stock | 56,530 | $8.94M | 0.4% | −2,172−3.7% | Reduced | History |
| SYKStryker Corp | Stock | 24,579 | $8.80M | 0.4% | −1,916−7.2% | Reduced | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 109,539 | $8.75M | 0.4% | +675+0.6% | Added | – |
| CMECME Group Inc. | COM | 40,441 | $8.71M | 0.4% | −4,868−10.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 52,713 | $8.55M | 0.4% | −3,411−6.1% | Reduced | History |
| ECLEcolab Inc. | Stock | 36,295 | $8.38M | 0.4% | −1,309−3.5% | Reduced | History |
| DISWalt Disney Co | Stock | 68,059 | $8.33M | 0.4% | +7,840+13.0% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 36,338 | $8.31M | 0.4% | −1,306−3.5% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 32,457 | $8.11M | 0.4% | −219−0.7% | Reduced | – |
| ADSKAutodesk, Inc. | COM | 29,744 | $7.75M | 0.4% | +176+0.6% | Added | History |
| ABTAbbott Laboratories | Stock | 68,126 | $7.74M | 0.4% | −1,045−1.5% | Reduced | History |
| BLKBlackRock, Inc. | COM | 9,287 | $7.74M | 0.4% | −526−5.4% | Reduced | History |
| HONHoneywell International Inc | COM | 36,580 | $7.51M | 0.4% | −146−0.4% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 147,786 | $7.46M | 0.4% | +32,242+27.9% | Added | – |
| BABoeing Co | Stock | 37,719 | $7.28M | 0.3% | −69−0.2% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 99,680 | $6.98M | 0.3% | −3,243−3.2% | Reduced | History |
| DHRDanaher Corp | Stock | 27,725 | $6.92M | 0.3% | −2,949−9.6% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 49,416 | $6.81M | 0.3% | 00.0% | Unchanged | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,815 | $6.57M | 0.3% | −61−0.5% | Reduced | History |
| CVSCVS Health Corp | Stock | 77,809 | $6.21M | 0.3% | −583−0.7% | Reduced | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 116,045 | $6.20M | 0.3% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 21,432 | $6.09M | 0.3% | −60.0% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,918 | $5.96M | 0.3% | −775−3.3% | Reduced | – |
| UPSUnited Parcel Service Inc | Stock | 38,343 | $5.70M | 0.3% | −1,451−3.6% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 1,537 | $5.58M | 0.3% | −33−2.1% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 60,265 | $5.19M | 0.2% | +455+0.8% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 96,638 | $4.89M | 0.2% | −19,691−16.9% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 149,287 | $4.81M | 0.2% | +3,299+2.3% | Added | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 99,019 | $4.66M | 0.2% | +51,462+108.2% | Added | – |
| iShares Tr464288257 | MSCI ACWI ETF | 39,045 | $4.30M | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 75,343 | $4.29M | 0.2% | −261−0.3% | Reduced | – |
| STZConstellation Brands, Inc. | Stock | 15,663 | $4.26M | 0.2% | −80−0.5% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 26,935 | $4.21M | 0.2% | +40+0.1% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 26,345 | $4.06M | 0.2% | +26,345 | New | History |
| NEMNEWMONT Corp | Stock | 113,162 | $4.06M | 0.2% | +1,176+1.1% | Added | History |
| TSLATesla, Inc. | Stock | 22,546 | $3.96M | 0.2% | −899−3.8% | Reduced | History |
| ZTSZoetis Inc. | Stock | 23,254 | $3.93M | 0.2% | +152+0.7% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 23,718 | $3.83M | 0.2% | +409+1.8% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 54,130 | $3.36M | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287622 | RUS 1000 ETF | 11,266 | $3.25M | 0.2% | −221−1.9% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,594 | $3.18M | 0.2% | −627−5.6% | Reduced | – |
| AMTAmerican Tower Corp | REIT | 15,396 | $3.04M | 0.1% | +243+1.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 3,950 | $2.89M | 0.1% | +140+3.7% | Added | History |
| ACNAccenture plc | Stock | 7,593 | $2.63M | 0.1% | −530−6.5% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 65,143 | $2.54M | 0.1% | +887+1.4% | Added | – |
| HDHome Depot, Inc. | Stock | 6,377 | $2.45M | 0.1% | −332−4.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 15,111 | $2.30M | 0.1% | +30+0.2% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,142 | $2.20M | 0.1% | −7,421−47.7% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,845 | $2.19M | 0.1% | +51+0.3% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 17,525 | $2.04M | 0.1% | +6,417+57.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,451 | $1.87M | 0.1% | −820−15.6% | Reduced | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 29,132 | $1.71M | 0.1% | −44,681−60.5% | Reduced | – |
| PGRProgressive Corp | Stock | 7,837 | $1.62M | 0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,347 | $1.52M | 0.1% | +1,755+26.6% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,512 | $1.36M | 0.1% | −534−7.6% | Reduced | – |
| DGDollar General Corp | COM | 8,367 | $1.31M | 0.1% | −66−0.8% | Reduced | History |
| AMATApplied Materials Inc | Stock | 6,318 | $1.30M | 0.1% | +6,318 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,918 | $1.30M | 0.1% | +2,156+282.9% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 2,446 | $1.21M | 0.1% | −449−15.5% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 6,521 | $1.19M | 0.1% | +683+11.7% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 18,555 | $1.09M | 0.1% | +80.0% | Added | – |
| HTGCHercules Capital, Inc. | COM | 54,348 | $1.00M | <0.1% | 00.0% | Unchanged | History |
| iShares S&P 100 ETF464287101 | ETF | 3,838 | $949.6K | <0.1% | −275−6.7% | Reduced | – |
| ANETArista Networks, Inc. | COM | 3,250 | $942.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (9)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| HSYHershey Co | COM | 23,181 | $4.32M | 0.2% | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,713 | $707.8K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 5,176 | $276.1K | <0.1% | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 11,028 | $245.5K | <0.1% | – |
| NETCloudflare, Inc. | CL A COM | 2,941 | $244.9K | <0.1% | History |
| NYTNew York Times Co | CL A | 4,417 | $216.4K | <0.1% | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,385 | $215.2K | <0.1% | – |
| SNOWSnowflake Inc. | Stock | 1,048 | $208.6K | <0.1% | History |
| SOUNSoundhound AI, Inc. | CLASS A COM | 48,575 | $103.0K | <0.1% | History |