Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 202
- +8 vs. Q1 2025
- Portfolio value
- $2.69B
- +$266.1M (+11.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 531,012 | $301.6M | 11.2% | +28,931+5.8% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,810,427 | $251.2M | 9.3% | −15,521−0.5% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 364,378 | $225.1M | 8.4% | −1,672−0.5% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,182,811 | $157.4M | 5.8% | −74,664−2.3% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,268,824 | $140.7M | 5.2% | +15,195+0.7% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 609,174 | $131.5M | 4.9% | −34,767−5.4% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,704,384 | $123.9M | 4.6% | −5,301−0.3% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 307,165 | $85.1M | 3.2% | +302,050+5,905.2% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 856,608 | $76.3M | 2.8% | +12,224+1.4% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 133,381 | $73.6M | 2.7% | −2,262−1.7% | Reduced | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,110,253 | $66.4M | 2.5% | +34,863+3.2% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 647,256 | $64.2M | 2.4% | +14,986+2.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 83,408 | $51.8M | 1.9% | −16,843−16.8% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 995,869 | $50.5M | 1.9% | +608,720+157.2% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 531,018 | $48.9M | 1.8% | +22,371+4.4% | Added | – |
| NVDANVIDIA Corp | Stock | 242,148 | $38.3M | 1.4% | +3,230+1.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 67,789 | $33.7M | 1.3% | +1,286+1.9% | Added | History |
| AAPLApple Inc. | Stock | 146,724 | $30.1M | 1.1% | +1,614+1.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 127,244 | $27.9M | 1.0% | +1,809+1.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 34,616 | $25.5M | 0.9% | +41+0.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 84,667 | $24.5M | 0.9% | +557+0.7% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 169,381 | $22.9M | 0.9% | −2,160−1.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 116,913 | $20.6M | 0.8% | +3,589+3.2% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 331,651 | $18.9M | 0.7% | +7,708+2.4% | Added | – |
| VVisa Inc. | Stock | 51,766 | $18.4M | 0.7% | +798+1.6% | Added | History |
| VEEVVeeva Systems Inc | Stock | 52,869 | $15.2M | 0.6% | 00.0% | Unchanged | History |
| DOCSDoximity, Inc. | CL A | 240,301 | $14.7M | 0.5% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 19 | $13.8M | 0.5% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 145,928 | $13.8M | 0.5% | −540.0% | Reduced | – |
| DASHDoorDash, Inc. | Stock | 52,218 | $12.9M | 0.5% | +60.0% | Added | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 304,235 | $12.6M | 0.5% | −10,133−3.2% | Reduced | – |
| PHParker-Hannifin Corp | Stock | 16,039 | $11.2M | 0.4% | +59+0.4% | Added | History |
| TJXTJX Companies Inc | Stock | 90,570 | $11.2M | 0.4% | +690+0.8% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 122,342 | $10.9M | 0.4% | +1,954+1.6% | Added | – |
| CMECME Group Inc. | COM | 39,055 | $10.8M | 0.4% | +594+1.5% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 136,734 | $10.8M | 0.4% | +136,734 | New | – |
| AVGOBroadcom Inc. | Stock | 37,157 | $10.2M | 0.4% | −309−0.8% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 9,362 | $9.82M | 0.4% | +136+1.5% | Added | History |
| ZMZoom Communications, Inc. | Stock | 123,610 | $9.64M | 0.4% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 23,888 | $9.45M | 0.4% | +430+1.8% | Added | History |
| ADSKAutodesk, Inc. | COM | 29,931 | $9.27M | 0.3% | +629+2.1% | Added | History |
| CVXChevron Corp | Stock | 63,194 | $9.05M | 0.3% | +1,104+1.8% | Added | History |
| ECLEcolab Inc. | Stock | 33,204 | $8.95M | 0.3% | +221+0.7% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 37,467 | $8.88M | 0.3% | −6,139−14.1% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 43,335 | $8.87M | 0.3% | +850+2.0% | Added | History |
| PGProcter & Gamble Co | Stock | 54,346 | $8.66M | 0.3% | +1,515+2.9% | Added | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 170,629 | $8.65M | 0.3% | −138,596−44.8% | Reduced | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 172,135 | $8.57M | 0.3% | −139,711−44.8% | Reduced | – |
| HONHoneywell International Inc | COM | 36,335 | $8.46M | 0.3% | +730+2.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 1,450 | $8.39M | 0.3% | +3+0.2% | Added | History |
| ABTAbbott Laboratories | Stock | 61,125 | $8.31M | 0.3% | −477−0.8% | Reduced | History |
| DISWalt Disney Co | Stock | 66,323 | $8.22M | 0.3% | +1,323+2.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 30,160 | $8.22M | 0.3% | +459+1.5% | Added | History |
| JNJJohnson & Johnson | Stock | 51,156 | $7.81M | 0.3% | +1,266+2.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 15,892 | $7.72M | 0.3% | +8,777+123.4% | Added | History |
| WMWaste Management Inc | Stock | 33,124 | $7.58M | 0.3% | +410+1.3% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 72,213 | $7.54M | 0.3% | −18,728−20.6% | Reduced | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 141,453 | $7.23M | 0.3% | +141,453 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,688 | $7.20M | 0.3% | +95+0.4% | Added | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 117,293 | $7.15M | 0.3% | +2,120+1.8% | Added | – |
| LLYEli Lilly & Co | Stock | 8,980 | $7.00M | 0.3% | +368+4.3% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,202 | $6.91M | 0.3% | −17−0.1% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 61,951 | $6.43M | 0.2% | +1,804+3.0% | Added | History |
| TSLATesla, Inc. | Stock | 20,033 | $6.36M | 0.2% | +498+2.5% | Added | History |
| SNOWSnowflake Inc. | Stock | 28,336 | $6.34M | 0.2% | +173+0.6% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 130,161 | $6.28M | 0.2% | −1,168−0.9% | Reduced | – |
| ACNAccenture plc | Stock | 20,545 | $6.14M | 0.2% | +683+3.4% | Added | History |
| INTUIntuit Inc. | Stock | 7,731 | $6.09M | 0.2% | +113+1.5% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,186 | $6.06M | 0.2% | +76,186 | New | – |
| LNGCheniere Energy, Inc. | COM NEW | 24,142 | $5.88M | 0.2% | +369+1.6% | Added | History |
| ETNEaton Corp plc | Stock | 16,462 | $5.88M | 0.2% | −91−0.5% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 42,026 | $5.42M | 0.2% | +1,088+2.7% | Added | History |
| iShares Tr464288257 | MSCI ACWI ETF | 42,046 | $5.41M | 0.2% | +2,469+6.2% | Added | – |
| DHRDanaher Corp | Stock | 26,100 | $5.16M | 0.2% | +449+1.8% | Added | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 106,909 | $5.08M | 0.2% | −2,794−2.5% | Reduced | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 89,315 | $4.98M | 0.2% | +89,315 | New | – |
| PWRQuanta Services, Inc. | COM | 12,638 | $4.78M | 0.2% | +12,638 | New | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 195,739 | $4.77M | 0.2% | +195,739 | New | – |
| NEMNEWMONT Corp | Stock | 80,472 | $4.69M | 0.2% | −2,230−2.7% | Reduced | History |
| WYNNWynn Resorts Ltd | COM | 48,712 | $4.56M | 0.2% | +377+0.8% | Added | History |
| PLDPrologis, Inc. | REIT | 42,241 | $4.44M | 0.2% | +1,861+4.6% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 13,038 | $4.43M | 0.2% | +2,375+22.3% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 110,379 | $4.32M | 0.2% | −2,376−2.1% | Reduced | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 59,578 | $3.99M | 0.1% | −294−0.5% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 159,817 | $3.91M | 0.1% | −6,064−3.7% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 21,528 | $3.82M | 0.1% | −1,485−6.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 3,715 | $3.68M | 0.1% | +73+2.0% | Added | History |
| TGTTarget Corp | Stock | 36,205 | $3.57M | 0.1% | +598+1.7% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,855 | $3.46M | 0.1% | −26−0.3% | Reduced | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 66,393 | $3.41M | 0.1% | −55,969−45.7% | Reduced | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,320 | $3.26M | 0.1% | +395+5.7% | Added | History |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 82,450 | $3.12M | 0.1% | +2,441+3.1% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 131,495 | $2.91M | 0.1% | +10,433+8.6% | Added | – |
| ETREntergy Corp | COM | 33,450 | $2.78M | 0.1% | +1,589+5.0% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,284 | $2.60M | 0.1% | +2,532+37.5% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,984 | $2.57M | 0.1% | −10.0% | Reduced | – |
| HDHome Depot, Inc. | Stock | 6,642 | $2.44M | 0.1% | −49−0.7% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,938 | $2.26M | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 16,672 | $2.25M | 0.1% | 00.0% | Unchanged | – |
| PGRProgressive Corp | Stock | 7,955 | $2.12M | 0.1% | +13+0.2% | Added | History |
Sold out since Q1 2025 (11)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 11,088 | $4.25M | 0.2% | History |
| ZTSZoetis Inc. | Stock | 19,163 | $3.16M | 0.1% | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 26,169 | $1.15M | <0.1% | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 18,351 | $837.7K | <0.1% | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 29,930 | $792.2K | <0.1% | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 5,210 | $311.8K | <0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 5,097 | $310.9K | <0.1% | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 6,570 | $302.7K | <0.1% | – |
| iShares Select Dividend ETF464287168 | ETF | 1,647 | $221.2K | <0.1% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 12,379 | $217.7K | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,140 | $216.8K | <0.1% | – |