Sand Hill Global Advisors, LLC — 13F Holdings & Portfolio
CIK 1009209 · latest 13F-HR filed 2026-05-14
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.
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AUM
$2.97B
Long-equity book
Holdings
204
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+16 / −9 / ↑47 / ↓67
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$80.2M +977.3%
- PIMCO ETF TR$40.2M +69.1%
- ISHARES TR$15.2M +5.4%
- SPDR SERIES TRUST$11.6M +9.0%
- ISHARES TR$7.9M +5.3%
Top Trims
- STATE STR SPDR S&P 500 ETF T-$12.5M -5.5%
- ABBOTT LABORATORIES-$6.6M -91.0%
- JPMORGAN CHASE & CO-$5.6M -22.6%
- ALPHABET INC-$5.4M -15.7%
- ISHARES TR-$4.9M -7.0%
New Positions
- CADENCE DESIGN SYSTEM INC$5.2M
- GALLAGHER ARTHUR J & CO$4.0M
- CBRE GROUP INC$3.7M
- STATE STR SPDR DOW JONES IND$486.4K
- WALMART INC$330.6K
Exited Positions
- VEEVA SYS INC$11.8M
- DOXIMITY INC$10.6M
- ZOOM COMMUNICATIONS INC$10.2M
- FIGMA INC$1.0M
- BILL HOLDINGS INC$691.8K
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 | $314.3M | 10.57% | 525,971 | SH |
| 2 | ISHARES TR | EFA | 464287465 | $293.4M | 9.87% | 3,020,430 | SH |
| 3 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $216.1M | 7.27% | 332,226 | SH |
| 4 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $174.5M | 5.87% | 3,228,121 | SH |
| 5 | ISHARES TR | IJH | 464287507 | $158.6M | 5.34% | 2,349,194 | SH |
| 6 | VANGUARD INDEX FDS | VNQ | 922908553 | $154.5M | 5.20% | 1,741,408 | SH |
| 7 | SPDR SERIES TRUST | SPYM | 78464A854 | $141.1M | 4.75% | 1,843,291 | SH |
| 8 | ISHARES TR | IWM | 464287655 | $139.8M | 4.71% | 563,866 | SH |
| 9 | PIMCO ETF TR | BOND | 72201R775 | $98.3M | 3.31% | 1,065,087 | SH |
| 10 | VANGUARD INDEX FDS | VBK | 922908595 | $95.0M | 3.20% | 314,286 | SH |
| 11 | ISHARES TR | ACWX | 464288240 | $88.4M | 2.97% | 1,290,721 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $75.7M | 2.55% | 1,271,182 | SH |
| 13 | INVESCO QQQ TR | QQQ | 46090E103 | $71.8M | 2.42% | 124,414 | SH |
| 14 | ISHARES TR | AGG | 464287226 | $65.6M | 2.21% | 660,811 | SH |
| 15 | ISHARES TR | IVV | 464287200 | $47.6M | 1.60% | 72,845 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $41.7M | 1.40% | 164,127 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $36.4M | 1.22% | 208,628 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $29.1M | 0.98% | 101,278 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $28.2M | 0.95% | 76,135 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $26.6M | 0.89% | 127,496 | SH |
| 21 | ISHARES TR | ESGU | 46435G425 | $22.2M | 0.75% | 157,309 | SH |
| 22 | ISHARES TR | ESML | 46435U663 | $22.2M | 0.75% | 472,402 | SH |
| 23 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $20.6M | 0.69% | 321,897 | SH |
| 24 | META PLATFORMS INC | META | 30303M102 | $19.4M | 0.65% | 33,941 | SH |
| 25 | JPMORGAN CHASE & CO | JPM | 46625H100 | $19.3M | 0.65% | 65,673 | SH |
| 26 | ISHARES TR | IYR | 464287739 | $17.5M | 0.59% | 185,028 | SH |
| 27 | ISHARES TR | ICSH | 46434V878 | $16.5M | 0.56% | 326,082 | SH |
| 28 | VISA INC | V | 92826C839 | $14.7M | 0.49% | 48,475 | SH |
| 29 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $14.5M | 0.49% | 287,134 | SH |
| 30 | PGIM ETF TR | PULS | 69344A107 | $14.3M | 0.48% | 289,424 | SH |
| 31 | PARKER-HANNIFIN CORP | PH | 701094104 | $13.6M | 0.46% | 15,138 | SH |
| 32 | TJX COS INC NEW | TJX | 872540109 | $13.5M | 0.45% | 84,462 | SH |
| 33 | CHEVRON CORPORATION | CVX | 166764100 | $12.7M | 0.43% | 61,484 | SH |
| 34 | ISHARES TR | ESGD | 46435G516 | $12.6M | 0.42% | 131,592 | SH |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $12.2M | 0.41% | 17 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $12.1M | 0.41% | 39,103 | SH |
| 37 | JOHNSON & JOHNSON | JNJ | 478160104 | $12.0M | 0.40% | 49,043 | SH |
| 38 | VANGUARD BD INDEX FDS | BSV | 921937827 | $10.9M | 0.37% | 139,622 | SH |
| 39 | CME GROUP INC | CME | 12572Q105 | $10.8M | 0.36% | 36,693 | SH |
| 40 | ISHARES TR | EAGG | 46435U549 | $10.0M | 0.33% | 209,264 | SH |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $9.7M | 0.33% | 20,305 | SH |
| 42 | VANGUARD INDEX FDS | VB | 922908751 | $9.3M | 0.31% | 35,399 | SH |
| 43 | BLACKROCK INC | BLK | 09290D101 | $8.8M | 0.30% | 9,150 | SH |
| 44 | ECOLAB INC | ECL | 278865100 | $8.5M | 0.28% | 31,807 | SH |
| 45 | PROCTER & GAMBLE CO | PG | 742718109 | $8.0M | 0.27% | 55,350 | SH |
| 46 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $8.0M | 0.27% | 60,698 | SH |
| 47 | ELI LILLY & CO | LLY | 532457108 | $7.9M | 0.27% | 8,593 | SH |
| 48 | HONEYWELL INTL INC | HON | 438516106 | $7.6M | 0.25% | 33,403 | SH |
| 49 | STRYKER CORPORATION | SYK | 863667101 | $7.5M | 0.25% | 22,879 | SH |
| 50 | WASTE MGMT INC DEL | WM | 94106L109 | $7.3M | 0.25% | 31,904 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |