Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- Latest filing
- Aug 11, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 197
- −2 vs. Q3 2025
- Portfolio value
- $2.87B
- +$24.7M (+0.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 485,490 | $304.5M | 10.6% | −12,534−2.5% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,897,259 | $278.2M | 9.7% | +55,971+2.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 335,243 | $228.6M | 8.0% | −13,513−3.9% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,134,953 | $168.5M | 5.9% | −8,855−0.3% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,283,286 | $150.7M | 5.3% | +23,033+1.0% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,663,150 | $147.2M | 5.1% | +39,960+2.5% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 562,884 | $138.6M | 4.8% | −19,747−3.4% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,613,586 | $129.4M | 4.5% | −59,149−3.5% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 306,241 | $92.5M | 3.2% | +525+0.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,248 | $73.9M | 2.6% | −11,480−8.7% | Reduced | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,206,289 | $72.3M | 2.5% | +77,447+6.9% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 706,139 | $70.5M | 2.5% | +39,073+5.9% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 624,484 | $58.1M | 2.0% | +92,511+17.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 75,456 | $51.7M | 1.8% | −85−0.1% | Reduced | – |
| AAPLApple Inc. | Stock | 143,636 | $39.0M | 1.4% | −192−0.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 204,579 | $38.2M | 1.3% | −31,794−13.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 110,385 | $34.6M | 1.2% | −3,142−2.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 66,398 | $32.1M | 1.1% | −438−0.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 125,196 | $28.9M | 1.0% | +952+0.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 77,436 | $25.0M | 0.9% | −2,011−2.5% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 155,011 | $23.1M | 0.8% | −6,326−3.9% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 33,864 | $22.4M | 0.8% | −54−0.2% | Reduced | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 474,591 | $21.8M | 0.8% | +173,086+57.4% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 326,830 | $20.4M | 0.7% | −1,090−0.3% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 183,801 | $17.3M | 0.6% | +26,150+16.6% | Added | – |
| VVisa Inc. | Stock | 48,706 | $17.1M | 0.6% | +88+0.2% | Added | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 332,746 | $16.8M | 0.6% | +18,185+5.8% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 295,889 | $15.0M | 0.5% | +13,260+4.7% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 298,865 | $14.8M | 0.5% | +12,797+4.5% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 18 | $13.6M | 0.5% | −1−5.3% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 15,448 | $13.6M | 0.5% | −271−1.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 85,031 | $13.1M | 0.5% | −1,626−1.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 36,412 | $12.6M | 0.4% | +597+1.7% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 129,403 | $12.3M | 0.4% | +3,372+2.7% | Added | – |
| VEEVVeeva Systems Inc | Stock | 52,869 | $11.8M | 0.4% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 139,595 | $11.0M | 0.4% | +2,861+2.1% | Added | – |
| DOCSDoximity, Inc. | CL A | 240,301 | $10.6M | 0.4% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 37,260 | $10.2M | 0.4% | −851−2.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 49,145 | $10.2M | 0.4% | −325−0.7% | Reduced | History |
| ZMZoom Communications, Inc. | Stock | 117,864 | $10.2M | 0.4% | −12,458−9.6% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 44,392 | $10.1M | 0.4% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 8,993 | $9.63M | 0.3% | −42−0.5% | Reduced | History |
| CVXChevron Corp | Stock | 62,973 | $9.60M | 0.3% | +240+0.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 19,050 | $9.58M | 0.3% | +6,645+53.6% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 35,875 | $9.25M | 0.3% | −407−1.1% | Reduced | – |
| LLYEli Lilly & Co | Stock | 8,411 | $9.04M | 0.3% | −281−3.2% | Reduced | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 185,400 | $8.87M | 0.3% | +75,971+69.4% | Added | – |
| ADSKAutodesk, Inc. | COM | 29,427 | $8.71M | 0.3% | +257+0.9% | Added | History |
| ECLEcolab Inc. | Stock | 31,854 | $8.36M | 0.3% | −359−1.1% | Reduced | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 122,207 | $8.20M | 0.3% | +4,955+4.2% | Added | – |
| TSLATesla, Inc. | Stock | 18,111 | $8.14M | 0.3% | −411−2.2% | Reduced | History |
| SYKStryker Corp | Stock | 22,877 | $8.04M | 0.3% | −416−1.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 29,569 | $7.83M | 0.3% | −245−0.8% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 41,900 | $7.72M | 0.3% | −60−0.1% | Reduced | History |
| INTUIntuit Inc. | Stock | 11,645 | $7.71M | 0.3% | +4,067+53.7% | Added | History |
| PGProcter & Gamble Co | Stock | 53,202 | $7.62M | 0.3% | +61+0.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 1,370 | $7.34M | 0.3% | −53−3.7% | Reduced | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 141,416 | $7.23M | 0.3% | −150−0.1% | Reduced | – |
| ABTAbbott Laboratories | Stock | 57,657 | $7.22M | 0.3% | −1,205−2.0% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,929 | $7.20M | 0.3% | −10−0.1% | Reduced | History |
| DISWalt Disney Co | Stock | 62,803 | $7.15M | 0.2% | −1,795−2.8% | Reduced | History |
| WMWaste Management Inc | Stock | 32,094 | $7.05M | 0.2% | −398−1.2% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 60,848 | $7.02M | 0.2% | −557−0.9% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,477 | $6.87M | 0.2% | −401−1.9% | Reduced | – |
| HONHoneywell International Inc | COM | 33,913 | $6.62M | 0.2% | −985−2.8% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 120,533 | $6.59M | 0.2% | −6,470−5.1% | Reduced | – |
| SNOWSnowflake Inc. | Stock | 28,218 | $6.19M | 0.2% | +172+0.6% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,186 | $6.07M | 0.2% | 00.0% | Unchanged | – |
| WYNNWynn Resorts Ltd | COM | 50,446 | $6.07M | 0.2% | −839−1.6% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 42,046 | $5.95M | 0.2% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 16,962 | $5.32M | 0.2% | +157+0.9% | Added | History |
| PLDPrologis, Inc. | REIT | 41,599 | $5.31M | 0.2% | +240+0.6% | Added | History |
| ETNEaton Corp plc | Stock | 16,301 | $5.19M | 0.2% | +45+0.3% | Added | History |
| PWRQuanta Services, Inc. | COM | 12,223 | $5.16M | 0.2% | −77−0.6% | Reduced | History |
| NEMNEWMONT Corp | Stock | 50,665 | $5.06M | 0.2% | −1,134−2.2% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 47,017 | $5.04M | 0.2% | −270−0.6% | Reduced | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 201,936 | $4.92M | 0.2% | +3,528+1.8% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 108,348 | $4.79M | 0.2% | −2,107−1.9% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 12,591 | $4.70M | 0.2% | −314−2.4% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 169,616 | $4.56M | 0.2% | +9,799+6.1% | Added | – |
| VRSKVerisk Analytics, Inc. | COM | 20,345 | $4.55M | 0.2% | +20,345 | New | History |
| LNGCheniere Energy, Inc. | COM NEW | 23,073 | $4.49M | 0.2% | −635−2.7% | Reduced | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 75,301 | $4.33M | 0.2% | −2,152−2.8% | Reduced | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 57,456 | $4.26M | 0.1% | −793−1.4% | Reduced | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 397,966 | $4.14M | 0.1% | +23,175+6.2% | Added | – |
| ACNAccenture plc | Stock | 15,173 | $4.07M | 0.1% | −4,102−21.3% | Reduced | History |
| ETREntergy Corp | COM | 44,020 | $4.07M | 0.1% | +100+0.2% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,722 | $3.76M | 0.1% | −80−0.8% | Reduced | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 66,418 | $3.48M | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 71,840 | $3.04M | 0.1% | −10,892−13.2% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 126,255 | $3.04M | 0.1% | −5,240−4.0% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 3,503 | $3.02M | 0.1% | −204−5.5% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,984 | $2.90M | 0.1% | 00.0% | Unchanged | – |
| TGTTarget Corp | Stock | 29,324 | $2.87M | 0.1% | −4,717−13.9% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,497 | $2.47M | 0.1% | −12−0.1% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,715 | $2.43M | 0.1% | −223−2.8% | Reduced | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,176 | $2.35M | 0.1% | −1,550−23.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 6,355 | $2.19M | 0.1% | −216−3.3% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,233 | $1.89M | 0.1% | −35−0.3% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 15,684 | $1.89M | 0.1% | +377+2.5% | Added | History |
Sold out since Q3 2025 (12)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| AREAlexandria Real Estate Equities, Inc. | COM | 63,305 | $5.28M | 0.2% | History |
| KMBKimberly Clark Corp | Stock | 40,783 | $5.07M | 0.2% | History |
| LRCXLam Research Corp | Stock | 4,265 | $571.1K | <0.1% | History |
| CDECoeur Mining, Inc. | COM NEW | 19,000 | $356.4K | <0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 2,731 | $303.1K | <0.1% | History |
| RBLXRoblox Corp | Stock | 1,626 | $225.2K | <0.1% | History |
| FICOFair Isaac Corp | COM | 150 | $224.5K | <0.1% | History |
| ORealty Income Corp | REIT | 3,482 | $211.7K | <0.1% | History |
| NOCNorthrop Grumman Corp | Stock | 337 | $205.3K | <0.1% | History |
| BGCBGC Group, Inc. | CL A | 11,567 | $109.4K | <0.1% | History |
| OPENOpendoor Technologies Inc. | COM | 12,000 | $95.6K | <0.1% | History |
| RWTRedwood Trust Inc | COM | 13,000 | $75.3K | <0.1% | History |