Sand Hill Global Advisors

Palo Alto, CAfiles as Sand Hill Global Advisors, LLC

$3.3bn in 214 US stocks at the end of 30 June 2026. The top 10 are 56.8% of the money. It changed about 6.1% of the portfolio this quarter.

Value

$3.3bn

Stocks

214

Top 10 share

56.8%

Turnover

6.1%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell InternationalHON
0.1% of the fund
Honeywell AerospaceHONA
0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Carrier GlobalCARR
<0.1% of the fund
Aehr Test SystemsAEHR
<0.1% of the fund
EverpureP
<0.1% of the fund
YUM BrandsYUM
<0.1% of the fund
QualcommQCOM
<0.1% of the fund
Western Alliance BancorporationWAL
<0.1% of the fund
IntelINTC
<0.1% of the fund
Otis WorldwideOTIS
<0.1% of the fund
CVB FinancialCVBF
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
BrukerBRKR
<0.1% of the fund
Invesco Exchange Traded FD TRSP
<0.1% of the fund
Ishares TRIBB
<0.1% of the fund
General DynamicsGD
<0.1% of the fund
Ishares TRIVW
<0.1% of the fund
EMCOR GroupEME
<0.1% of the fund
Vanguard Whitehall FDSVYMI
<0.1% of the fund

Added

Bought more of a stock they already held.

Pimco ETF TRBOND
3.5% of the fund
+17%
Ishares TREEM
2.6% of the fund
+978%
Vanguard Scottsdale FDSVGIT
2.4% of the fund
+7%
Ishares TRAGG
2.2% of the fund
+9%
AppleAAPL
1.5% of the fund
+2%
MicrosoftMSFT
0.9% of the fund
+4%
Ishares TRICSH
0.7% of the fund
+47%
J P Morgan Exchange Traded FJPST
0.7% of the fund
+50%
Pgim ETF TRPULS
0.5% of the fund
+7%
Union PacificUNP
0.4% of the fund
+2011%
SnowflakeSNOW
0.3% of the fund
+53%
ASML Holding NVASML
0.3% of the fund
+2155%
RTXRTX
0.2% of the fund
+1221%
Applied MaterialsAMAT
0.2% of the fund
+20%
Ishares TRIWB
0.2% of the fund
+4%
Select Sector Spdr TRXLK
<0.1% of the fund
+25%
OracleORCL
<0.1% of the fund
+367%
McDonald'sMCD
<0.1% of the fund
+232%
Cisco SystemsCSCO
<0.1% of the fund
+6%
Pimco ETF TRLDUR
<0.1% of the fund
+11%
Ishares TROEF
<0.1% of the fund
+9%
Spdr Gold TRGLD
<0.1% of the fund
+23%
EA Series TrustTOV
<0.1% of the fund
+5%
Coca-ColaKO
<0.1% of the fund
+20%
International Business MachinesIBM
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
10.6% of the fund
-2%
State STR Spdr S&P 500 ETF TSPY
7.3% of the fund
-3%
Ishares TRIWM
4.4% of the fund
-15%
Vanguard Intl Equity Index FVWO
4.3% of the fund
-25%
Ishares TRIJH
4.2% of the fund
-23%
Vanguard Index FDSVBK
3.3% of the fund
-6%
Invesco QQQ TRQQQ
2.6% of the fund
-6%
Ishares TRIVV
1.6% of the fund
-5%
Ishares TRESML
0.8% of the fund
-3%
Vanguard Tax-Managed FDSVEA
0.7% of the fund
-2%
Ishares TRIYR
0.6% of the fund
-2%
ChevronCVX
0.3% of the fund
-3%
Berkshire HathawayBRK-B
0.3% of the fund
-3%
Ishares TREAGG
0.3% of the fund
-5%
Quanta ServicesPWR
0.2% of the fund
-9%
State STR Spdr S&P Midcap 40MDY
0.2% of the fund
-5%
Procter & GamblePG
0.2% of the fund
-2%
CME GroupCME
0.2% of the fund
-3%
TeslaTSLA
0.2% of the fund
-3%
Waste ManagementWM
0.2% of the fund
-2%
Ishares TRACWI
0.2% of the fund
-16%
Wynn ResortsWYNN
0.2% of the fund
-5%
IsharesESGE
0.2% of the fund
-12%
Dimensional ETF TrustDFUS
0.1% of the fund
-4%
Ishares TRIWV
0.1% of the fund
-3%

Sold out

Sold their entire stake.

Holdings

Vanguard Index FDSVOO
Share
10.6%
Value
$354m
Shares
514,982
-2%
Ishares TREFA
Share
9.4%
Value
$311m
Shares
2,996,113
Held
State STR Spdr S&P 500 ETF TSPY
Share
7.3%
Value
$242m
Shares
323,543
-3%
Vanguard Index FDSVNQ
Share
5.1%
Value
$169m
Shares
1,754,412
Held
Spdr Series TrustSPYM
Share
4.8%
Value
$159m
Shares
1,812,084
Held
Ishares TRIWM
Share
4.4%
Value
$145m
Shares
481,468
-15%
Vanguard Intl Equity Index FVWO
Share
4.3%
Value
$144m
Shares
2,419,156
-25%
Ishares TRIJH
Share
4.2%
Value
$140m
Shares
1,811,344
-23%
Pimco ETF TRBOND
Share
3.5%
Value
$115m
Shares
1,243,907
+17%
Vanguard Index FDSVBK
Share
3.3%
Value
$109m
Shares
296,997
-6%
Ishares TRACWX
Share
3.0%
Value
$98m
Shares
1,291,719
Held
Ishares TREEM
Share
2.6%
Value
$88m
Shares
1,279,350
+978%
Invesco QQQ TRQQQ
Share
2.6%
Value
$86m
Shares
117,449
-6%
Vanguard Scottsdale FDSVGIT
Share
2.4%
Value
$80m
Shares
1,360,880
+7%
Ishares TRAGG
Share
2.2%
Value
$72m
Shares
722,961
+9%
Ishares TRIVV
Share
1.6%
Value
$52m
Shares
69,045
-5%
AppleAAPL
Share
1.5%
Value
$49m
Shares
168,159
+2%
NvidiaNVDA
Share
1.2%
Value
$41m
Shares
206,926
Held
AlphabetGOOGL
Share
1.1%
Value
$36m
Shares
101,056
Held
Amazon.comAMZN
Share
0.9%
Value
$30m
Shares
127,690
Held
MicrosoftMSFT
Share
0.9%
Value
$30m
Shares
79,441
+4%
Ishares TRESML
Share
0.8%
Value
$26m
Shares
457,065
-3%
Ishares TRESGU
Share
0.8%
Value
$25m
Shares
154,912
Held
Ishares TRICSH
Share
0.7%
Value
$24m
Shares
480,554
+47%
Vanguard Tax-Managed FDSVEA
Share
0.7%
Value
$22m
Shares
314,123
-2%
J P Morgan Exchange Traded FJPST
Share
0.7%
Value
$22m
Shares
431,876
+50%
JPMorgan ChaseJPM
Share
0.6%
Value
$21m
Shares
65,525
Held
Meta PlatformsMETA
Share
0.6%
Value
$19m
Shares
33,704
Held
Ishares TRIYR
Share
0.6%
Value
$18m
Shares
180,587
-2%
VisaV
Share
0.5%
Value
$17m
Shares
49,014
Held
Pgim ETF TRPULS
Share
0.5%
Value
$15m
Shares
310,228
+7%
BroadcomAVGO
Share
0.4%
Value
$15m
Shares
38,970
Held
Parker-HannifinPH
Share
0.4%
Value
$15m
Shares
15,019
Held
Palo Alto NetworksPANW
Share
0.4%
Value
$15m
Shares
42,826
Held
Ishares TRESGD
Share
0.4%
Value
$14m
Shares
132,543
Held
Union PacificUNP
Share
0.4%
Value
$13m
Shares
47,506
+2011%
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$13m
Shares
17
Held
TJX CompaniesTJX
Share
0.4%
Value
$13m
Shares
83,497
Held
Johnson & JohnsonJNJ
Share
0.4%
Value
$12m
Shares
48,282
Held
SnowflakeSNOW
Share
0.3%
Value
$11m
Shares
44,489
+53%
Vanguard BD Index FDSBSV
Share
0.3%
Value
$11m
Shares
139,513
Held
Vanguard Index FDSVB
Share
0.3%
Value
$11m
Shares
34,748
Held
Eli LillyLLY
Share
0.3%
Value
$10m
Shares
8,749
Held
ASML Holding NVASML
Share
0.3%
Value
$10m
Shares
5,142
+2155%
ChevronCVX
Share
0.3%
Value
$10m
Shares
59,409
-3%
Berkshire HathawayBRK-B
Share
0.3%
Value
$10m
Shares
19,665
-3%
Ishares TREAGG
Share
0.3%
Value
$9m
Shares
197,858
-5%
EcolabECL
Share
0.3%
Value
$9m
Shares
31,651
Held
BlackRockBLK
Share
0.3%
Value
$9m
Shares
9,143
Held
American Electric PowerAEP
Share
0.2%
Value
$8m
Shares
60,029
Held
DoorDashDASH
Share
0.2%
Value
$8m
Shares
44,386
Held
Quanta ServicesPWR
Share
0.2%
Value
$8m
Shares
11,172
-9%
State STR Spdr S&P Midcap 40MDY
Share
0.2%
Value
$8m
Shares
11,309
-5%
Procter & GamblePG
Share
0.2%
Value
$8m
Shares
54,122
-2%
RTXRTX
Share
0.2%
Value
$8m
Shares
41,425
+1221%
CME GroupCME
Share
0.2%
Value
$8m
Shares
35,549
-3%
Vanguard Index FDSVTI
Share
0.2%
Value
$8m
Shares
20,334
Held
TeslaTSLA
Share
0.2%
Value
$7m
Shares
17,705
-3%
StrykerSYK
Share
0.2%
Value
$7m
Shares
22,942
Held
EatonETN
Share
0.2%
Value
$7m
Shares
16,820
Held
Ishares U S ETF TRNEAR
Share
0.2%
Value
$7m
Shares
141,314
Held
Waste ManagementWM
Share
0.2%
Value
$7m
Shares
31,242
-2%
Cadence Design SystemsCDNS
Share
0.2%
Value
$7m
Shares
18,459
Held
AlphabetGOOG
Share
0.2%
Value
$6m
Shares
17,671
Held
Booking HoldingsBKNG
Share
0.2%
Value
$6m
Shares
34,018
Held
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$6m
Shares
76,186
Held
AutodeskADSK
Share
0.2%
Value
$6m
Shares
30,282
Held
Walt DisneyDIS
Share
0.2%
Value
$6m
Shares
61,038
Held
PrologisPLD
Share
0.2%
Value
$6m
Shares
41,616
Held
Ishares TRACWI
Share
0.2%
Value
$6m
Shares
35,154
-16%
Applied MaterialsAMAT
Share
0.2%
Value
$5m
Shares
7,400
+20%
Ishares TRIWB
Share
0.2%
Value
$5m
Shares
12,994
+4%
Cheniere EnergyLNG
Share
0.2%
Value
$5m
Shares
22,187
Held
Wynn ResortsWYNN
Share
0.2%
Value
$5m
Shares
54,232
-5%
IsharesESGE
Share
0.2%
Value
$5m
Shares
92,355
-12%
EntergyETR
Share
0.2%
Value
$5m
Shares
43,630
Held
Schwab Strategic TRSCHO
Share
0.1%
Value
$5m
Shares
201,936
Held
Ishares TRMUB
Share
0.1%
Value
$5m
Shares
44,687
Held
Schwab Strategic TRSCHX
Share
0.1%
Value
$5m
Shares
160,379
Held
NewmontNEM
Share
0.1%
Value
$5m
Shares
49,788
Held
Manager Directed PortfoliosVGSR
Share
0.1%
Value
$5m
Shares
404,502
Held
Dimensional ETF TrustDFUS
Share
0.1%
Value
$4m
Shares
54,731
-4%
SalesforceCRM
Share
0.1%
Value
$4m
Shares
26,752
Held
Ishares TRCMF
Share
0.1%
Value
$4m
Shares
71,158
Held
TargetTGT
Share
0.1%
Value
$4m
Shares
31,088
Held
Ishares TRIWV
Share
0.1%
Value
$4m
Shares
9,385
-3%
Arthur J. GallagherAJG
Share
0.1%
Value
$4m
Shares
17,197
-8%
Honeywell InternationalHON
Share
0.1%
Value
$4m
Shares
16,247
New
NetflixNFLX
Share
0.1%
Value
$4m
Shares
50,693
Held
Honeywell AerospaceHONA
Share
0.1%
Value
$4m
Shares
16,251
New
Invesco Exch Traded FD TR IIQQMG
Share
0.1%
Value
$4m
Shares
69,826
-3%
Ishares TRIWO
Share
0.1%
Value
$4m
Shares
9,012
Held
Cbre GroupCBRE
Share
0.1%
Value
$4m
Shares
26,218
-3%
Costco WholesaleCOST
Share
0.1%
Value
$3m
Shares
3,642
Held
Schwab Strategic TRSCHF
Share
0.1%
Value
$3m
Shares
122,753
Held
Pimco ETF TRMUNI
Share
<0.1%
Value
$3m
Shares
62,339
Held
Western DigitalWDC
Share
<0.1%
Value
$3m
Shares
4,731
New
Verisk AnalyticsVRSK
Share
<0.1%
Value
$3m
Shares
16,348
-20%
Vertex PharmaceuticalsVRTX
Share
<0.1%
Value
$3m
Shares
5,885
-8%
Home DepotHD
Share
<0.1%
Value
$3m
Shares
8,160
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	10.6%	$354m	514,982	-2%
Ishares TREFA	9.4%	$311m	2,996,113	Held
State STR Spdr S&P 500 ETF TSPY	7.3%	$242m	323,543	-3%
Vanguard Index FDSVNQ	5.1%	$169m	1,754,412	Held
Spdr Series TrustSPYM	4.8%	$159m	1,812,084	Held
Ishares TRIWM	4.4%	$145m	481,468	-15%
Vanguard Intl Equity Index FVWO	4.3%	$144m	2,419,156	-25%
Ishares TRIJH	4.2%	$140m	1,811,344	-23%
Pimco ETF TRBOND	3.5%	$115m	1,243,907	+17%
Vanguard Index FDSVBK	3.3%	$109m	296,997	-6%
Ishares TRACWX	3.0%	$98m	1,291,719	Held
Ishares TREEM	2.6%	$88m	1,279,350	+978%
Invesco QQQ TRQQQ	2.6%	$86m	117,449	-6%
Vanguard Scottsdale FDSVGIT	2.4%	$80m	1,360,880	+7%
Ishares TRAGG	2.2%	$72m	722,961	+9%
Ishares TRIVV	1.6%	$52m	69,045	-5%
AppleAAPL	1.5%	$49m	168,159	+2%
NvidiaNVDA	1.2%	$41m	206,926	Held
AlphabetGOOGL	1.1%	$36m	101,056	Held
Amazon.comAMZN	0.9%	$30m	127,690	Held
MicrosoftMSFT	0.9%	$30m	79,441	+4%
Ishares TRESML	0.8%	$26m	457,065	-3%
Ishares TRESGU	0.8%	$25m	154,912	Held
Ishares TRICSH	0.7%	$24m	480,554	+47%
Vanguard Tax-Managed FDSVEA	0.7%	$22m	314,123	-2%
J P Morgan Exchange Traded FJPST	0.7%	$22m	431,876	+50%
JPMorgan ChaseJPM	0.6%	$21m	65,525	Held
Meta PlatformsMETA	0.6%	$19m	33,704	Held
Ishares TRIYR	0.6%	$18m	180,587	-2%
VisaV	0.5%	$17m	49,014	Held
Pgim ETF TRPULS	0.5%	$15m	310,228	+7%
BroadcomAVGO	0.4%	$15m	38,970	Held
Parker-HannifinPH	0.4%	$15m	15,019	Held
Palo Alto NetworksPANW	0.4%	$15m	42,826	Held
Ishares TRESGD	0.4%	$14m	132,543	Held
Union PacificUNP	0.4%	$13m	47,506	+2011%
Berkshire Hathaway INC DELBRK-A	0.4%	$13m	17	Held
TJX CompaniesTJX	0.4%	$13m	83,497	Held
Johnson & JohnsonJNJ	0.4%	$12m	48,282	Held
SnowflakeSNOW	0.3%	$11m	44,489	+53%
Vanguard BD Index FDSBSV	0.3%	$11m	139,513	Held
Vanguard Index FDSVB	0.3%	$11m	34,748	Held
Eli LillyLLY	0.3%	$10m	8,749	Held
ASML Holding NVASML	0.3%	$10m	5,142	+2155%
ChevronCVX	0.3%	$10m	59,409	-3%
Berkshire HathawayBRK-B	0.3%	$10m	19,665	-3%
Ishares TREAGG	0.3%	$9m	197,858	-5%
EcolabECL	0.3%	$9m	31,651	Held
BlackRockBLK	0.3%	$9m	9,143	Held
American Electric PowerAEP	0.2%	$8m	60,029	Held
DoorDashDASH	0.2%	$8m	44,386	Held
Quanta ServicesPWR	0.2%	$8m	11,172	-9%
State STR Spdr S&P Midcap 40MDY	0.2%	$8m	11,309	-5%
Procter & GamblePG	0.2%	$8m	54,122	-2%
RTXRTX	0.2%	$8m	41,425	+1221%
CME GroupCME	0.2%	$8m	35,549	-3%
Vanguard Index FDSVTI	0.2%	$8m	20,334	Held
TeslaTSLA	0.2%	$7m	17,705	-3%
StrykerSYK	0.2%	$7m	22,942	Held
EatonETN	0.2%	$7m	16,820	Held
Ishares U S ETF TRNEAR	0.2%	$7m	141,314	Held
Waste ManagementWM	0.2%	$7m	31,242	-2%
Cadence Design SystemsCDNS	0.2%	$7m	18,459	Held
AlphabetGOOG	0.2%	$6m	17,671	Held
Booking HoldingsBKNG	0.2%	$6m	34,018	Held
Vanguard Scottsdale FDSVCSH	0.2%	$6m	76,186	Held
AutodeskADSK	0.2%	$6m	30,282	Held
Walt DisneyDIS	0.2%	$6m	61,038	Held
PrologisPLD	0.2%	$6m	41,616	Held
Ishares TRACWI	0.2%	$6m	35,154	-16%
Applied MaterialsAMAT	0.2%	$5m	7,400	+20%
Ishares TRIWB	0.2%	$5m	12,994	+4%
Cheniere EnergyLNG	0.2%	$5m	22,187	Held
Wynn ResortsWYNN	0.2%	$5m	54,232	-5%
IsharesESGE	0.2%	$5m	92,355	-12%
EntergyETR	0.2%	$5m	43,630	Held
Schwab Strategic TRSCHO	0.1%	$5m	201,936	Held
Ishares TRMUB	0.1%	$5m	44,687	Held
Schwab Strategic TRSCHX	0.1%	$5m	160,379	Held
NewmontNEM	0.1%	$5m	49,788	Held
Manager Directed PortfoliosVGSR	0.1%	$5m	404,502	Held
Dimensional ETF TrustDFUS	0.1%	$4m	54,731	-4%
SalesforceCRM	0.1%	$4m	26,752	Held
Ishares TRCMF	0.1%	$4m	71,158	Held
TargetTGT	0.1%	$4m	31,088	Held
Ishares TRIWV	0.1%	$4m	9,385	-3%
Arthur J. GallagherAJG	0.1%	$4m	17,197	-8%
Honeywell InternationalHON	0.1%	$4m	16,247	New
NetflixNFLX	0.1%	$4m	50,693	Held
Honeywell AerospaceHONA	0.1%	$4m	16,251	New
Invesco Exch Traded FD TR IIQQMG	0.1%	$4m	69,826	-3%
Ishares TRIWO	0.1%	$4m	9,012	Held
Cbre GroupCBRE	0.1%	$4m	26,218	-3%
Costco WholesaleCOST	0.1%	$3m	3,642	Held
Schwab Strategic TRSCHF	0.1%	$3m	122,753	Held
Pimco ETF TRMUNI	<0.1%	$3m	62,339	Held
Western DigitalWDC	<0.1%	$3m	4,731	New
Verisk AnalyticsVRSK	<0.1%	$3m	16,348	-20%
Vertex PharmaceuticalsVRTX	<0.1%	$3m	5,885	-8%
Home DepotHD	<0.1%	$3m	8,160	Held

Showing the largest 100 of 214.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.3% since 30 June 2025.

Where the money is

Technology6.0%

Industrials2.6%

Financial services2.4%

Retail & consumer2.3%

Media & telecom2.1%

Health care1.1%

Everyday goods0.5%

Energy0.5%

Materials0.4%

Utilities0.4%

Real estate0.3%

Other81.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.