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Sand Hill Global Advisors, LLC — 13F Holdings & Portfolio

CIK 1009209 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Sand Hill Global Advisors, LLC manages $3.32B in 13F-reported U.S. long-equity assets across 214 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (10.65%), EFA (9.37%), SPY (7.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 12, added to 115, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
245 LYTTON AVENUE
SUITE 300
PALO ALTO, CA 94301
Phone
(650) 854-9150
Filing Manager
Sand Hill Global Advisors, LLC
Palo Alto, CA
Signatory
Caroline Curts
Chief Compliance Officer
Loading holdings…
AUM

$3.32B

Long-equity book

Holdings

214

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+22 / −12 / ↑115 / ↓33

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$80.8M +1198.3%
  • VANGUARD INDEX FDS$39.4M +12.5%
  • STATE STR SPDR S&P 500 ETF T$25.6M +11.8%
  • SPDR SERIES TRUST$18.2M +12.9%
  • ISHARES TR$17.9M +6.1%
Show all 115 →

Top Trims

  • VANGUARD INTL EQUITY INDEX F-$30.1M -17.2%
  • ISHARES TR-$19.0M -12.0%
  • CME GROUP INC-$3.0M -27.6%
  • CHEVRON CORPORATION-$2.9M -22.6%
  • AUTODESK INC-$1.4M -19.1%
Show all 33 →

New Positions

  • HONEYWELL INTL INC$3.6M
  • HONEYWELL AEROSPACE INC$3.6M
  • WESTERN DIGITAL CORP$3.0M
  • CARRIER GLOBAL CORPORATION$2.8M
  • AEHR TEST SYS$2.5M
Show all 22 →

Exited Positions

  • HONEYWELL INTL INC$7.6M
  • INTUIT$4.5M
  • INTUITIVE SURGICAL INC$527.4K
  • ISHARES TR$264.7K
  • NORTHROP GRUMMAN CORP$247.7K
Show all 12 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $353.7M 10.65% 514,982 SH
2 ISHARES TR EFA 464287465 $311.2M 9.37% 2,996,113 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $241.6M 7.27% 323,543 SH
4 VANGUARD INDEX FDS VNQ 922908553 $169.2M 5.09% 1,754,412 SH
5 SPDR SERIES TRUST SPYM 78464A854 $159.2M 4.79% 1,812,084 SH
6 ISHARES TR IWM 464287655 $144.7M 4.36% 481,468 SH
7 VANGUARD INTL EQUITY INDEX F VWO 922042858 $144.4M 4.35% 2,419,156 SH
8 ISHARES TR IJH 464287507 $139.7M 4.21% 1,811,344 SH
9 PIMCO ETF TR BOND 72201R775 $114.7M 3.45% 1,243,907 SH
10 VANGUARD INDEX FDS VBK 922908595 $108.6M 3.27% 296,997 SH
11 ISHARES TR ACWX 464288240 $98.3M 2.96% 1,291,719 SH
12 ISHARES TR EEM 464287234 $87.5M 2.64% 1,279,350 SH
13 INVESCO QQQ TR QQQ 46090E103 $86.5M 2.60% 117,449 SH
14 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $80.3M 2.42% 1,360,880 SH
15 ISHARES TR AGG 464287226 $71.6M 2.15% 722,961 SH
16 ISHARES TR IVV 464287200 $51.7M 1.56% 69,045 SH
17 APPLE INC AAPL 037833100 $48.7M 1.46% 168,159 SH
18 NVIDIA CORPORATION NVDA 67066G104 $41.4M 1.25% 206,926 SH
19 ALPHABET INC GOOGL 02079K305 $36.1M 1.09% 101,056 SH
20 AMAZON COM INC AMZN 023135106 $30.4M 0.92% 127,690 SH
21 MICROSOFT CORP MSFT 594918104 $29.6M 0.89% 79,441 SH
22 ISHARES TR ESML 46435U663 $25.6M 0.77% 457,065 SH
23 ISHARES TR ESGU 46435G425 $25.4M 0.76% 154,912 SH
24 ISHARES TR ICSH 46434V878 $24.3M 0.73% 480,554 SH
25 VANGUARD TAX-MANAGED FDS VEA 921943858 $22.4M 0.67% 314,123 SH
26 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $21.8M 0.66% 431,876 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $21.4M 0.65% 65,525 SH
28 META PLATFORMS INC META 30303M102 $19.0M 0.57% 33,704 SH
29 ISHARES TR IYR 464287739 $18.5M 0.56% 180,587 SH
30 VISA INC V 92826C839 $16.8M 0.51% 49,014 SH
31 PGIM ETF TR PULS 69344A107 $15.4M 0.46% 310,228 SH
32 BROADCOM INC AVGO 11135F101 $14.7M 0.44% 38,970 SH
33 PARKER-HANNIFIN CORP PH 701094104 $14.7M 0.44% 15,019 SH
34 PALO ALTO NETWORKS INC PANW 697435105 $14.6M 0.44% 42,826 SH
35 ISHARES TR ESGD 46435G516 $13.6M 0.41% 132,543 SH
36 UNION PAC CORP UNP 907818108 $12.9M 0.39% 47,506 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $12.7M 0.38% 17 SH
38 TJX COS INC NEW TJX 872540109 $12.6M 0.38% 83,497 SH
39 JOHNSON & JOHNSON JNJ 478160104 $12.3M 0.37% 48,282 SH
40 SNOWFLAKE INC SNOW 833445109 $11.3M 0.34% 44,489 SH
41 VANGUARD BD INDEX FDS BSV 921937827 $10.9M 0.33% 139,513 SH
42 VANGUARD INDEX FDS VB 922908751 $10.5M 0.32% 34,748 SH
43 ELI LILLY & CO LLY 532457108 $10.5M 0.32% 8,749 SH
44 ASML HLDG NV ASML N07059210 $10.2M 0.31% 5,142 SH
45 CHEVRON CORPORATION CVX 166764100 $9.8M 0.30% 59,409 SH
46 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $9.8M 0.30% 19,665 SH
47 ISHARES TR EAGG 46435U549 $9.4M 0.28% 197,858 SH
48 ECOLAB INC ECL 278865100 $8.8M 0.27% 31,651 SH
49 BLACKROCK INC BLK 09290D101 $8.8M 0.26% 9,143 SH
50 AMERICAN ELEC PWR CO INC AEP 025537101 $8.2M 0.25% 60,029 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $3.32B 214 0001580642-26-005119
2026-03-31 2026-05-14 $2.97B 204 0001580642-26-003176
2025-12-31 2026-02-12 $2.87B 207 0001580642-26-001025
2025-09-30 2025-11-12 $2.84B 199 0001580642-25-007219