Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- Latest filing
- Aug 11, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 204
- +7 vs. Q4 2025
- Portfolio value
- $2.97B
- +$106.5M (+3.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 525,971 | $314.3M | 10.6% | +40,481+8.3% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,020,430 | $293.4M | 9.9% | +123,171+4.3% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 332,226 | $216.1M | 7.3% | −3,017−0.9% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,228,121 | $174.5M | 5.9% | +93,168+3.0% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,349,194 | $158.6M | 5.3% | +65,908+2.9% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,741,408 | $154.5M | 5.2% | +78,258+4.7% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,843,291 | $141.1M | 4.7% | +229,705+14.2% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 563,866 | $139.8M | 4.7% | +982+0.2% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,065,087 | $98.3M | 3.3% | +440,603+70.6% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 314,286 | $95.0M | 3.2% | +8,045+2.6% | Added | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,290,721 | $88.4M | 3.0% | +1,168,514+956.2% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,271,182 | $75.7M | 2.5% | +64,893+5.4% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 124,414 | $71.8M | 2.4% | +4,166+3.5% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 660,811 | $65.6M | 2.2% | −45,328−6.4% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 72,845 | $47.6M | 1.6% | −2,611−3.5% | Reduced | – |
| AAPLApple Inc. | Stock | 164,127 | $41.7M | 1.4% | +20,491+14.3% | Added | History |
| NVDANVIDIA Corp | Stock | 208,628 | $36.4M | 1.2% | +4,049+2.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 101,278 | $29.1M | 1.0% | −9,107−8.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 76,135 | $28.2M | 0.9% | +9,737+14.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 127,496 | $26.6M | 0.9% | +2,300+1.8% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 157,309 | $22.2M | 0.7% | +2,298+1.5% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 472,402 | $22.2M | 0.7% | −2,189−0.5% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 321,897 | $20.6M | 0.7% | −4,933−1.5% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 33,941 | $19.4M | 0.7% | +77+0.2% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 65,673 | $19.3M | 0.6% | −11,763−15.2% | Reduced | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 185,028 | $17.5M | 0.6% | +1,227+0.7% | Added | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 326,082 | $16.5M | 0.6% | −6,664−2.0% | Reduced | – |
| VVisa Inc. | Stock | 48,475 | $14.7M | 0.5% | −231−0.5% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 287,134 | $14.5M | 0.5% | −8,755−3.0% | Reduced | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 289,424 | $14.3M | 0.5% | −9,441−3.2% | Reduced | – |
| PHParker-Hannifin Corp | Stock | 15,138 | $13.6M | 0.5% | −310−2.0% | Reduced | History |
| TJXTJX Companies Inc | Stock | 84,462 | $13.5M | 0.5% | −569−0.7% | Reduced | History |
| CVXChevron Corp | Stock | 61,484 | $12.7M | 0.4% | −1,489−2.4% | Reduced | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 131,592 | $12.6M | 0.4% | +2,189+1.7% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 17 | $12.2M | 0.4% | −1−5.6% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 39,103 | $12.1M | 0.4% | +2,691+7.4% | Added | History |
| JNJJohnson & Johnson | Stock | 49,043 | $12.0M | 0.4% | −102−0.2% | Reduced | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 139,622 | $10.9M | 0.4% | +270.0% | Added | – |
| CMECME Group Inc. | COM | 36,693 | $10.8M | 0.4% | −567−1.5% | Reduced | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 209,264 | $9.95M | 0.3% | +23,864+12.9% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,305 | $9.73M | 0.3% | +1,255+6.6% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 35,399 | $9.27M | 0.3% | −476−1.3% | Reduced | – |
| BLKBlackRock, Inc. | Stock | 9,150 | $8.80M | 0.3% | +157+1.7% | Added | History |
| ECLEcolab Inc. | Stock | 31,807 | $8.46M | 0.3% | −47−0.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 55,350 | $7.99M | 0.3% | +2,148+4.0% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 60,698 | $7.96M | 0.3% | −150−0.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 8,593 | $7.90M | 0.3% | +182+2.2% | Added | History |
| HONHoneywell International Inc | COM | 33,403 | $7.55M | 0.3% | −510−1.5% | Reduced | History |
| SYKStryker Corp | Stock | 22,879 | $7.52M | 0.3% | +20.0% | Added | History |
| WMWaste Management Inc | Stock | 31,904 | $7.33M | 0.2% | −190−0.6% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,886 | $7.33M | 0.2% | −43−0.4% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 30,401 | $7.28M | 0.2% | +974+3.3% | Added | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 141,314 | $7.18M | 0.2% | −102−0.1% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 42,920 | $6.88M | 0.2% | +1,020+2.4% | Added | History |
| TSLATesla, Inc. | Stock | 18,196 | $6.76M | 0.2% | +85+0.5% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 118,701 | $6.74M | 0.2% | −1,832−1.5% | Reduced | – |
| PWRQuanta Services, Inc. | COM | 12,272 | $6.74M | 0.2% | +49+0.4% | Added | History |
| DASHDoorDash, Inc. | Stock | 44,386 | $6.66M | 0.2% | −60.0% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,648 | $6.62M | 0.2% | +171+0.8% | Added | – |
| LNGCheniere Energy, Inc. | COM NEW | 22,615 | $6.42M | 0.2% | −458−2.0% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,186 | $6.04M | 0.2% | 00.0% | Unchanged | – |
| ETNEaton Corp plc | Stock | 16,776 | $6.00M | 0.2% | +475+2.9% | Added | History |
| DISWalt Disney Co | Stock | 61,647 | $5.94M | 0.2% | −1,156−1.8% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 42,046 | $5.82M | 0.2% | 00.0% | Unchanged | – |
| WYNNWynn Resorts Ltd | COM | 57,051 | $5.79M | 0.2% | +6,605+13.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 1,374 | $5.79M | 0.2% | +4+0.3% | Added | History |
| PLDPrologis, Inc. | REIT | 42,151 | $5.57M | 0.2% | +552+1.3% | Added | History |
| NEMNEWMONT Corp | Stock | 50,308 | $5.45M | 0.2% | −357−0.7% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 18,669 | $5.19M | 0.2% | +18,669 | New | History |
| GOOGAlphabet Inc. | Stock | 17,881 | $5.13M | 0.2% | +919+5.4% | Added | History |
| CRMSalesforce, Inc. | Stock | 27,087 | $5.06M | 0.2% | −2,482−8.4% | Reduced | History |
| ETREntergy Corp | COM | 44,192 | $4.97M | 0.2% | +172+0.4% | Added | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 201,936 | $4.90M | 0.2% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 50,217 | $4.83M | 0.2% | +45,747+1,023.4% | Added | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 104,434 | $4.75M | 0.2% | −3,914−3.6% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 44,687 | $4.74M | 0.2% | −2,330−5.0% | Reduced | – |
| INTUIntuit Inc. | Stock | 10,343 | $4.47M | 0.2% | −1,302−11.2% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 12,503 | $4.46M | 0.2% | −88−0.7% | Reduced | – |
| SNOWSnowflake Inc. | Stock | 29,072 | $4.38M | 0.1% | +854+3.0% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 160,379 | $4.11M | 0.1% | −9,237−5.4% | Reduced | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 396,605 | $4.10M | 0.1% | −1,361−0.3% | Reduced | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 57,141 | $4.05M | 0.1% | −315−0.5% | Reduced | – |
| AJGArthur J. Gallagher & Co. | COM | 18,682 | $4.05M | 0.1% | +18,682 | New | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 69,965 | $3.98M | 0.1% | −5,336−7.1% | Reduced | – |
| VRSKVerisk Analytics, Inc. | COM | 20,463 | $3.88M | 0.1% | +118+0.6% | Added | History |
| TGTTarget Corp | Stock | 31,296 | $3.79M | 0.1% | +1,972+6.7% | Added | History |
| CBRECbre Group, Inc. | CL A | 27,020 | $3.66M | 0.1% | +27,020 | New | History |
| COSTCostco Wholesale Corp | Stock | 3,644 | $3.63M | 0.1% | +141+4.0% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,644 | $3.57M | 0.1% | −78−0.8% | Reduced | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 62,742 | $3.27M | 0.1% | −3,676−5.5% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 122,753 | $3.04M | 0.1% | −3,502−2.8% | Reduced | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,369 | $2.84M | 0.1% | +1,193+23.0% | Added | History |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 71,636 | $2.83M | 0.1% | −204−0.3% | Reduced | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,984 | $2.82M | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 8,269 | $2.72M | 0.1% | +1,914+30.1% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,950 | $2.57M | 0.1% | +453+5.3% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 14,892 | $2.53M | 0.1% | −792−5.0% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,715 | $2.31M | 0.1% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 6,162 | $2.11M | 0.1% | −535−8.0% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 22,506 | $1.69M | 0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2025 (9)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| VEEVVeeva Systems Inc | Stock | 52,869 | $11.8M | 0.4% | History |
| DOCSDoximity, Inc. | CL A | 240,301 | $10.6M | 0.4% | History |
| ZMZoom Communications, Inc. | Stock | 117,864 | $10.2M | 0.4% | History |
| FIGFigma, Inc. | Stock | 26,922 | $1.01M | <0.1% | History |
| BILLBILL Holdings, Inc. | Stock | 12,684 | $691.8K | <0.1% | History |
| PACSPACS Group, Inc. | COM SHS | 16,724 | $642.0K | <0.1% | History |
| ABNBAirbnb, Inc. | Stock | 1,867 | $253.4K | <0.1% | History |
| UALUnited Airlines Holdings, Inc. | COM | 2,019 | $225.8K | <0.1% | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,755 | $216.3K | <0.1% | – |