Sand Hill Global Advisors, LLC

CIK

1009209

Location

Palo Alto, CA

Portfolio Value

Small $823,684,024

Diversification

Diversified

Filing Date

Global Rank

#1,986 / 8,623 ▼ 47 · as of Mar 2026

Top Industry

Semiconductors 9.4%

3Y Alpha vs SPY

-3.3%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+57.3%

SPY

+65.3%

Annualised alpha

-1.9%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

121 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

26.2%

+0.5 pts

Top 5

48.0%

+1.3 pts

Top 10

61.1%

+0.3 pts

HHI

892

Diversified+32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.1%	$297,356,260	6
Technology	19.5%	$160,601,801	24
Financial Services	9.2%	$75,468,531	22
Consumer Cyclical	8.6%	$70,559,437	13
Communication Services	7.2%	$59,681,901	5
Industrials	5.9%	$48,749,467	15
Healthcare	4.2%	$34,680,545	14
Energy	2.7%	$21,904,163	4
Consumer Defensive	2.1%	$17,525,637	8
Basic Materials	1.7%	$14,275,984	3
Utilities	1.6%	$13,428,953	4
Real Estate	1.1%	$9,451,345	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+45,747	50,217	$4,828,364
AAPL	Apple Inc.	+20,491	164,127	$41,653,791
MSFT	Microsoft Corp	+9,737	76,135	$28,182,892
WYNN	Wynn Resorts Ltd	+6,605	57,051	$5,793,529
QQQ	Invesco Qqq Trust, Series 1	+4,166	124,414	$71,809,272
NVDA	Nvidia Corp	+4,049	208,628	$36,384,723
KO	Coca Cola Co	+3,105	9,619	$731,524
AVGO	Broadcom Inc.	+2,691	39,103	$12,102,769
AMZN	Amazon Com Inc	+2,300	127,496	$26,553,591
PG	PROCTER & GAMBLE Co	+2,148	55,350	$7,994,754
TGT	Target Corp	+1,972	31,296	$3,793,075
HD	Home Depot, Inc.	+1,914	8,269	$2,719,591
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,734	2,949	$996,614
BRK-B	Berkshire Hathaway Inc	+1,255	20,305	$9,730,156
VRTX	Vertex Pharmaceuticals Inc / Ma	+1,193	6,369	$2,844,013
BAC	Bank Of America Corp /De/	+1,024	5,421	$264,273
PANW	Palo Alto Networks Inc	+1,020	42,920	$6,880,934
ADSK	Autodesk, Inc.	+974	30,401	$7,277,999
SNOW	Snowflake Inc.	+854	29,072	$4,384,639
BMO	Bank Of Montreal /Can/	+729	5,411	$732,324
PLD	Prologis, Inc.	+552	42,151	$5,571,519
ETN	Eaton Corp plc	+475	16,776	$6,000,271
AFL	Aflac Inc	+345	7,779	$853,434
ORCL	Oracle Corp	+244	3,892	$572,552
SCHW	Schwab Charles Corp	+192	6,045	$568,109
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−51,295	6,362	$653,186
JPM	Jpmorgan Chase & Co	−11,763	65,673	$19,318,369
ACN	Accenture plc	−10,731	4,442	$880,804
GOOGL	Alphabet Inc.	−9,107	101,278	$29,123,501
SPY	Spdr S&P 500 ETF Trust	−3,017	332,226	$216,059,856
CRM	Salesforce, Inc.	−2,482	27,087	$5,056,330
CVX	Chevron Corp	−1,489	61,484	$12,721,039
INTU	Intuit Inc.	−1,302	10,343	$4,472,106
DIS	Walt Disney Co	−1,156	61,647	$5,941,537
CSCO	Cisco Systems, Inc.	−827	11,992	$930,459
XOM	ExxonMobil Holdings Corp	−792	14,892	$2,526,576
TJX	Tjx Companies Inc /De/	−569	84,462	$13,488,581
CME	Cme Group Inc.	−567	36,693	$10,837,277
AMAT	Applied Materials Inc /De	−535	6,162	$2,106,109
HON	Honeywell International Inc	−510	33,403	$7,550,081
LNG	Cheniere Energy, Inc.	−458	22,615	$6,417,232
NEM	NEWMONT Corp /DE/	−357	50,308	$5,445,841
PH	Parker-Hannifin Corp	−310	15,138	$13,552,143
V	Visa Inc.	−231	48,475	$14,651,084
ABBV	AbbVie Inc.	−218	6,993	$1,520,907
WM	Waste Management Inc	−190	31,904	$7,331,220
AEP	American Electric Power Co Inc	−150	60,698	$7,956,293
SBUX	Starbucks Corp	−131	2,594	$232,396
APO	Apollo Global Management, Inc.	−126	1,859	$207,129
IAU	Ishares Gold Trust	−109	6,560	$578,329
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
CDNS	Cadence Design Systems Inc	18,669	$5,187,555
AJG	Arthur J. Gallagher & Co.	18,682	$4,046,147
CBRE	Cbre Group, Inc.	27,020	$3,660,129
DIA	Spdr Dow Jones Industrial Average ETF Trust	1,050	$486,349
WMT	Walmart Inc.	2,660	$330,584
ASML	Asml Holding NV	228	$301,149
SHOP	Shopify Inc.	2,118	$251,237
NOC	Northrop Grumman Corp /De/	363	$247,653
COP	Conocophillips	1,813	$239,316
MS	Morgan Stanley	1,415	$232,866
O	Realty Income Corp	3,591	$219,697
APH	Amphenol Corp /De/	1,702	$215,047
DUK	Duke Energy CORP	1,609	$210,682
BMY	Bristol Myers Squibb Co	3,353	$203,359
NKE	NIKE, Inc.	3,791	$200,240
PMVP	PMV Pharmaceuticals, Inc.	12,539	$15,548
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VEEV	Veeva Systems Inc	52,869	$11,801,946
DOCS	Doximity, Inc.	240,301	$10,640,528
ZM	Zoom Communications, Inc.	117,864	$10,170,484
FIG	Figma, Inc.	26,922	$1,006,075
BILL	BILL Holdings, Inc.	12,684	$691,785
PACS	PACS Group, Inc.	16,724	$642,034
ABNB	Airbnb, Inc.	1,867	$253,389
UAL	United Airlines Holdings, Inc.	2,019	$225,764
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

121 tracked positions · $823,684,024 total · filing declares 204 positions · $2,972,107,243 · as of Mar 31, 2026

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

Showing 1–50 of 121 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	332,226	-3,017	$216,059,856	−5.5%	26.23%
QQQ	Invesco Qqq Trust, Series 1	Added	124,414	+4,166	$71,809,272	−2.8%	8.72%
AAPL	Apple Inc. Technology	Added	164,127	+20,491	$41,653,791	+6.7%	5.06%
NVDA	Nvidia Corp Technology	Added	208,628	+4,049	$36,384,723	−4.6%	4.42%
GOOGL	Alphabet Inc. Communication Services	Reduced	101,278	-9,107	$29,123,501	−15.7%	3.54%
MSFT	Microsoft Corp Technology	Added	76,135	+9,737	$28,182,892	−12.2%	3.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	127,496	+2,300	$26,553,591	−8.1%	3.22%
META	Meta Platforms, Inc. Communication Services	Added	33,941	+77	$19,418,664	−13.1%	2.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	65,673	-11,763	$19,318,369	−22.6%	2.35%
V	Visa Inc. Financial Services	Reduced	48,475	-231	$14,651,084	−14.2%	1.78%
PH	Parker-Hannifin Corp Industrials	Reduced	15,138	-310	$13,552,143	−0.2%	1.65%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	84,462	-569	$13,488,581	+3.3%	1.64%
CVX	Chevron Corp Energy	Reduced	61,484	-1,489	$12,721,039	+32.5%	1.54%
AVGO	Broadcom Inc. Technology	Added	39,103	+2,691	$12,102,769	−4.0%	1.47%
JNJ	Johnson & Johnson Healthcare	Reduced	49,043	-102	$11,988,070	+17.9%	1.46%
CME	Cme Group Inc. Financial Services	Reduced	36,693	-567	$10,837,277	+6.5%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	20,305	+1,255	$9,730,156	+1.6%	1.18%
BLK	BlackRock, Inc. Financial Services	Added	9,150	+157	$8,799,646	−8.6%	1.07%
ECL	Ecolab Inc. Basic Materials	Reduced	31,807	-47	$8,461,298	+1.2%	1.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	55,350	+2,148	$7,994,754	+4.9%	0.97%
AEP	American Electric Power Co Inc Utilities	Reduced	60,698	-150	$7,956,293	+13.4%	0.97%
LLY	ELI LILLY & Co Healthcare	Added	8,593	+182	$7,903,583	−12.6%	0.96%
HON	Honeywell International Inc Industrials	Reduced	33,403	-510	$7,550,081	+14.1%	0.92%
SYK	Stryker Corp Healthcare	Added	22,879	+2	$7,517,810	−6.5%	0.91%
WM	Waste Management Inc Industrials	Reduced	31,904	-190	$7,331,220	+4.0%	0.89%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	11,886	-43	$7,330,809	+1.9%	0.89%
ADSK	Autodesk, Inc. Technology	Added	30,401	+974	$7,277,999	−16.4%	0.88%
PANW	Palo Alto Networks Inc Technology	Added	42,920	+1,020	$6,880,934	−10.8%	0.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,196	+85	$6,764,363	−16.9%	0.82%
PWR	Quanta Services, Inc. Industrials	Added	12,272	+49	$6,737,573	+30.6%	0.82%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	44,386	-6	$6,664,557	−33.7%	0.81%
LNG	Cheniere Energy, Inc. Energy	Reduced	22,615	-458	$6,417,232	+43.1%	0.78%
ETN	Eaton Corp plc Industrials	Added	16,776	+475	$6,000,271	+15.6%	0.73%
DIS	Walt Disney Co Communication Services	Reduced	61,647	-1,156	$5,941,537	−16.8%	0.72%
WYNN	Wynn Resorts Ltd Consumer Cyclical	Added	57,051	+6,605	$5,793,529	−4.6%	0.70%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	1,374	+4	$5,784,979	−21.2%	0.70%
PLD	Prologis, Inc. Real Estate	Added	42,151	+552	$5,571,519	+4.9%	0.68%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	50,308	-357	$5,445,841	+7.6%	0.66%
CDNS	Cadence Design Systems Inc Technology	NEW	18,669	NEW	$5,187,555	NEW	0.63%
CRM	Salesforce, Inc. Technology	Reduced	27,087	-2,482	$5,056,330	−35.4%	0.61%
ETR	Entergy Corp /De/ Utilities	Added	44,192	+172	$4,965,413	+22.0%	0.60%
NFLX	Netflix Inc Communication Services	Added	50,217	+45,747	$4,828,364	+1052.1%	0.59%
INTU	Intuit Inc. Technology	Reduced	10,343	-1,302	$4,472,106	−42.0%	0.54%
SNOW	Snowflake Inc. Technology	Added	29,072	+854	$4,384,639	−29.2%	0.53%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	18,682	NEW	$4,046,147	NEW	0.49%
VRSK	Verisk Analytics, Inc. Industrials	Added	20,463	+118	$3,882,854	−14.7%	0.47%
TGT	Target Corp Consumer Defensive	Added	31,296	+1,972	$3,793,075	+32.3%	0.46%
CBRE	Cbre Group, Inc. Real Estate	NEW	27,020	NEW	$3,660,129	NEW	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,644	+141	$3,630,990	+20.2%	0.44%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	6,369	+1,193	$2,844,013	+21.2%	0.35%

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.