Sand Hill Global Advisors, LLC

CIK

1009209

Location

Palo Alto, CA

Portfolio Value

Mid $1,011,068,114

Diversification

Diversified

Filing Date

Global Rank

#1,953 / 8,700 ▼ 819

Top Industry

Internet Content & Information 9.7%

Period ended 2 months ago

Filed Aug 11, 2026 · 33d

26 quarters · since Mar 2020

Portfolio Concentration

136 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.9%

−6.9 pts

Top 5

45.5%

−18.2 pts

Top 10

58.1%

−20.4 pts

HHI

770

Diversified−564

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.2%	$376,591,745	14
Technology	21.0%	$211,921,513	31
Financial Services	9.0%	$91,241,941	23
Consumer Cyclical	7.7%	$77,909,013	13
Industrials	7.4%	$74,352,309	19
Communication Services	7.0%	$71,146,690	5
Healthcare	3.6%	$36,626,770	12
Consumer Defensive	1.7%	$17,474,209	7
Energy	1.7%	$17,046,581	3
Basic Materials	1.4%	$13,879,484	3
Utilities	1.3%	$13,486,340	3
Real Estate	0.9%	$9,391,519	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UNP	Union Pacific Corp	+45,256	47,506	$12,921,632
RTX	RTX Corp	+38,289	41,425	$7,859,565
BKNG	Booking Holdings Inc.	+32,644	34,018	$6,063,368
SNOW	Snowflake Inc.	+15,417	44,489	$11,322,450
ORCL	Oracle Corp	+14,285	18,177	$2,663,839
ASML	Asml Holding NV	+4,914	5,142	$10,229,699
MCD	Mcdonalds Corp	+4,852	6,943	$1,876,762
WFC	Wells Fargo & Company/Mn	+4,339	9,686	$800,451
AAPL	Apple Inc.	+4,032	168,159	$48,658,488
MSFT	Microsoft Corp	+3,306	79,441	$29,633,081
KO	Coca Cola Co	+1,925	11,544	$938,180
AMAT	Applied Materials Inc /De	+1,238	7,400	$5,350,200
CSCO	Cisco Systems, Inc.	+732	12,724	$1,494,561
GLD	Spdr Gold Trust	+577	3,114	$1,147,135
V	Visa Inc.	+539	49,014	$16,816,213
NFLX	Netflix Inc	+476	50,693	$3,619,480
PLTR	Palantir Technologies Inc.	+353	6,553	$764,538
PM	Philip Morris International Inc.	+236	2,194	$396,916
AMZN	Amazon Com Inc	+194	127,690	$30,433,634
IAU	Ishares Gold Trust	+162	6,722	$507,578
LLY	ELI LILLY & Co	+156	8,749	$10,493,813
SPGI	S&P Global Inc.	+132	885	$360,425
GE	General Electric Co	+97	1,617	$604,321
IBM	International Business Machines Corp	+95	2,916	$820,008
MS	Morgan Stanley	+81	1,496	$312,723
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	−3,228,121	22,506	$1,884,877
VIG	Vanguard Dividend Appreciation ETF	−1,741,497	7,626	$1,804,464
VB	Vanguard Morningstar Small-Cap ETF	−878,221	34,748	$10,532,813
FNDA	Schwab Fundamental U.S. Small Company ETF	−554,121	7,559	$287,695
HON	Honeywell International Inc	−17,156	16,247	$3,637,703
SPY	Spdr S&P 500 ETF Trust	−8,683	323,543	$241,612,206
VEA	Vanguard FTSE Developed Markets ETF	−7,774	314,123	$22,381,263
QQQ	Invesco Qqq Trust, Series 1	−6,965	117,449	$86,489,443
VRSK	Verisk Analytics, Inc.	−4,115	16,348	$2,934,956
NU	Nu Holdings Ltd.	−3,099	55,298	$738,781
WYNN	Wynn Resorts Ltd	−2,819	54,232	$5,265,384
CVX	Chevron Corp	−2,075	59,409	$9,847,635
NVDA	Nvidia Corp	−1,702	206,926	$41,403,823
AJG	Arthur J. Gallagher & Co.	−1,485	17,197	$3,947,915
PG	PROCTER & GAMBLE Co	−1,228	54,122	$7,936,450
CME	Cme Group Inc.	−1,144	35,549	$7,850,285
PWR	Quanta Services, Inc.	−1,100	11,172	$8,044,286
XOM	ExxonMobil Holdings Corp	−1,024	13,868	$1,896,032
TJX	Tjx Companies Inc /De/	−965	83,497	$12,649,795
CBRE	Cbre Group, Inc.	−802	26,218	$3,531,302
JNJ	Johnson & Johnson	−761	48,282	$12,262,179
AEP	American Electric Power Co Inc	−669	60,029	$8,212,567
WM	Waste Management Inc	−662	31,242	$6,963,216
BRK-B	Berkshire Hathaway Inc	−640	19,682	$22,570,619
DIS	Walt Disney Co	−609	61,038	$5,874,907
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	16,251	$3,592,771
WDC	Western Digital Corp	4,731	$3,021,784
CARR	CARRIER GLOBAL Corp	37,922	$2,781,578
AEHR	Aehr Test Systems	25,700	$2,468,742
P	Everpure, Inc.	18,000	$1,418,220
YUM	Yum Brands Inc	7,494	$1,197,990
QCOM	Qualcomm Inc/De	5,230	$966,451
WAL	Western Alliance Bancorporation	6,516	$535,615
INTC	Intel Corp	3,102	$433,132
OTIS	Otis Worldwide Corp	5,410	$387,356
CVBF	Cvb Financial Corp	16,025	$361,363
AMD	Advanced Micro Devices Inc	579	$336,346
CRWD	CrowdStrike Holdings, Inc.	336	$256,415
MU	Micron Technology Inc	220	$253,943
BRKR	Bruker Corp	4,012	$241,442
—		1,187	$225,755
GD	General Dynamics Corp	608	$215,377
EME	EMCOR Group, Inc.	246	$204,150
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	9,459,802	$913,165,126
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,843,291	$141,085,493
BILZ	PIMCO Ultra Short Government Active ETF	1,078,932	$99,612,855
BNDW	Vanguard Total World Bond ETF	1,366,396	$82,852,051
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	467,396	$23,690,673
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	309,834	$15,666,624
AAAD	PGIM AAA CLO Aggregate Duration ETF	289,424	$14,326,488
BIV	Vanguard Intermediate-Term Bond ETF	147,546	$11,531,284
BKF	iShares MSCI BIC ETF	118,701	$6,741,029
DCOR	Dimensional US Core Equity 1 ETF	91,151	$5,565,235
INTU	Intuit Inc.	10,343	$4,472,106
SJCP	SanJac Alpha Core Plus Bond ETF	396,605	$4,096,929
IVZ	Invesco Ltd.	72,955	$3,147,196
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	22,072	$3,079,365
AAAA	Amplius Aggressive Asset Allocation ETF	32,064	$876,469
ISRG	Intuitive Surgical Inc	1,144	$527,372
CGCB	Capital Group Core Bond ETF	18,054	$490,166
—		9,276	$448,216
NCLO	Nuveen AA-BBB CLO ETF	11,970	$432,236
—		3,038	$401,319
AFGR	First Trust Active Factor Large Cap Growth ETF	10,061	$339,759
NOC	Northrop Grumman Corp /De/	363	$247,653
COP	Conocophillips	1,813	$239,316
COUR	Coursera, Inc.	39,697	$231,036
DUK	Duke Energy CORP	1,609	$210,682
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 tracked positions · $1,011,068,114 total · filing declares 214 positions · $3,321,438,480 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 136 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	323,543	-8,683	$241,612,206	+11.8%	23.90%
QQQ	Invesco Qqq Trust, Series 1	Reduced	117,449	-6,965	$86,489,443	+20.4%	8.55%
AAPL	Apple Inc. Technology	Added	168,159	+4,032	$48,658,488	+16.8%	4.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	118,727	-432	$42,358,076	+23.7%	4.19%
NVDA	Nvidia Corp Technology	Reduced	206,926	-1,702	$41,403,823	+13.8%	4.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	127,690	+194	$30,433,634	+14.6%	3.01%
MSFT	Microsoft Corp Technology	Added	79,441	+3,306	$29,633,081	+5.1%	2.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	19,682	-640	$22,570,619	+2.9%	2.23%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	314,123	-7,774	$22,381,263	+8.5%	2.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	65,525	-148	$21,448,298	+11.0%	2.12%
META	Meta Platforms, Inc. Communication Services	Reduced	33,704	-237	$18,985,126	−2.2%	1.88%
V	Visa Inc. Financial Services	Added	49,014	+539	$16,816,213	+14.8%	1.66%
AVGO	Broadcom Inc. Technology	Reduced	38,970	-133	$14,720,917	+21.6%	1.46%
PH	Parker-Hannifin Corp Industrials	Reduced	15,019	-119	$14,690,384	+8.4%	1.45%
PANW	Palo Alto Networks Inc Technology	Reduced	42,826	-94	$14,604,522	+112.2%	1.44%
UNP	Union Pacific Corp Industrials	Added	47,506	+45,256	$12,921,632	+2267.1%	1.28%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	83,497	-965	$12,649,795	−6.2%	1.25%
JNJ	Johnson & Johnson Healthcare	Reduced	48,282	-761	$12,262,179	+2.3%	1.21%
SNOW	Snowflake Inc. Technology	Added	44,489	+15,417	$11,322,450	+158.2%	1.12%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	34,748	-878,221	$10,532,813	−97.5%	1.04%
LLY	ELI LILLY & Co Healthcare	Added	8,749	+156	$10,493,813	+32.8%	1.04%
ASML	Asml Holding NV Technology	Added	5,142	+4,914	$10,229,699	+3296.9%	1.01%
CVX	Chevron Corp Energy	Reduced	59,409	-2,075	$9,847,635	−22.6%	0.97%
ECL	Ecolab Inc. Basic Materials	Reduced	31,651	-156	$8,818,285	+4.2%	0.87%
BLK	BlackRock, Inc. Financial Services	Reduced	9,143	-7	$8,791,543	−0.1%	0.87%
AEP	American Electric Power Co Inc Utilities	Reduced	60,029	-669	$8,212,567	+3.2%	0.81%
DASH	DoorDash, Inc. Consumer Cyclical	Held	44,386	0	$8,190,548	+22.9%	0.81%
PWR	Quanta Services, Inc. Industrials	Reduced	11,172	-1,100	$8,044,286	+19.4%	0.80%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	11,309	-577	$7,954,072	+8.5%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	54,122	-1,228	$7,936,450	−0.7%	0.78%
RTX	RTX Corp Industrials	Added	41,425	+38,289	$7,859,565	+1199.2%	0.78%
CME	Cme Group Inc. Financial Services	Reduced	35,549	-1,144	$7,850,285	−27.6%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	17,705	-491	$7,446,723	+10.1%	0.74%
SYK	Stryker Corp Healthcare	Added	22,942	+63	$7,223,059	−3.9%	0.71%
ETN	Eaton Corp plc Industrials	Added	16,820	+44	$7,167,338	+19.5%	0.71%
WM	Waste Management Inc Industrials	Reduced	31,242	-662	$6,963,216	−5.0%	0.69%
CDNS	Cadence Design Systems Inc Technology	Reduced	18,459	-210	$6,928,031	+33.6%	0.69%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	34,018	+32,644	$6,063,368	+4.8%	0.60%
ADSK	Autodesk, Inc. Technology	Reduced	30,282	-119	$5,887,426	−19.1%	0.58%
DIS	Walt Disney Co Communication Services	Reduced	61,038	-609	$5,874,907	−1.1%	0.58%
PLD	Prologis, Inc. Real Estate	Reduced	41,616	-535	$5,637,719	+1.2%	0.56%
AMAT	Applied Materials Inc /De Technology	Added	7,400	+1,238	$5,350,200	+154.0%	0.53%
LNG	Cheniere Energy, Inc. Energy	Reduced	22,187	-428	$5,302,914	−17.4%	0.52%
WYNN	Wynn Resorts Ltd Consumer Cyclical	Reduced	54,232	-2,819	$5,265,384	−9.1%	0.52%
ETR	Entergy Corp /De/ Utilities	Reduced	43,630	-562	$5,011,341	+0.9%	0.50%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	49,788	-520	$4,650,199	−14.6%	0.46%
CRM	Salesforce, Inc. Technology	Reduced	26,752	-335	$4,190,968	−17.1%	0.41%
TGT	Target Corp Consumer Defensive	Reduced	31,088	-208	$4,060,403	+7.0%	0.40%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	17,197	-1,485	$3,947,915	−2.4%	0.39%
HON	Honeywell International Inc Industrials	Reduced	16,247	-17,156	$3,637,703	−51.8%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.