Sand Hill Global Advisors, LLC
Registered adviserFiling Date
Global Rank
#1,174
/ 8,827
▼ 30
Top Industry
Internet Content & Information
9.6%
Period ended 4 months ago
Filed Aug 11, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Regulatory AUM
$4,390,631,813
Main clients
Individuals and high net worth
(83% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $4,390,631,813 | Individuals and high net worth (83%) |
| Apr 2025 to Mar 2026 | $3,880,425,697 | Individuals and high net worth (83%) |
| Apr 2024 to Mar 2025 | $3,443,771,282 | Individuals and high net worth (83%) |
| May 2023 to Mar 2024 | $3,037,936,441 | Individuals and high net worth (84%) |
| Apr 2023 | $3,037,936,441 | Individuals and high net worth (84%) |
| Apr 2022 to Mar 2023 | $3,604,693,870 | Individuals and high net worth (83%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 76.3% of the book (60%+)
Turnover
Low turnover
13.3% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 22.3 quarters (12+), a floor since 72.8% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 74.5%; sector active share 67.9% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
214 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
28.6%
−2.1 pts
Top 5
60.4%
−3.2 pts
Top 10
76.3%
−2.2 pts
HHI
1,198
Diversified−128
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 80.8% | $2,683,282,474 |
| Technology | 6.4% | $211,621,416 |
| Financial Services | 2.9% | $95,219,955 |
| Consumer Cyclical | 2.3% | $77,909,013 |
| Industrials | 2.2% | $74,352,309 |
| Communication Services | 2.1% | $71,146,690 |
| Healthcare | 1.1% | $36,626,770 |
| Consumer Defensive | 0.5% | $17,474,209 |
| Energy | 0.5% | $17,046,581 |
| Basic Materials | 0.4% | $13,879,484 |
| Utilities | 0.4% | $13,486,340 |
| Real Estate | 0.3% | $9,391,519 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EEM | iShares MSCI Emerging Markets ETF | +1,160,649 | 1,279,350 | $87,520,333 | |
| BOND | PIMCO Active Bond Exchange-Traded Fund | +178,820 | 1,243,907 | $114,700,664 | |
| ICSH | iShares Ultra Short Duration Bond Active ETF | +154,472 | 480,554 | $24,306,421 | |
| JPST | JPMorgan Ultra-Short Income ETF | +144,742 | 431,876 | $21,839,969 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +89,698 | 1,360,880 | $80,264,702 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +62,150 | 722,961 | $71,558,679 | |
| 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 | |
| VO | VANGUARD MID-CAP INDEX FUND | +24,076 | 33,026 | $2,660,904 | |
| PULS | PGIM Ultra Short Bond ETF | +20,804 | 310,228 | $15,371,797 | |
| SNOW | Snowflake Inc. | +15,417 | 44,489 | $11,322,450 | |
| ORCL | Oracle Corp | +14,285 | 18,177 | $2,663,839 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +13,004 | 1,754,412 | $169,177,949 | |
| VGSR | Vert Global Sustainable Real Estate ETF | +7,897 | 404,502 | $4,605,255 | |
| IWF | iShares Russell 1000 Growth ETF | +7,706 | 10,336 | $1,283,421 | |
| 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 | +4,339 | 9,686 | $800,451 | |
| AAPL | Apple Inc. | +4,032 | 168,159 | $48,658,488 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +3,343 | 3,812 | $455,610 | |
| MSFT | Microsoft Corp | +3,306 | 79,441 | $29,633,081 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +2,815 | 14,238 | $2,712,623 | |
| KO | Coca Cola Co | +1,925 | 11,544 | $938,180 | |
| TOV | JLens 500 Jewish Advocacy U.S. ETF | +1,715 | 33,779 | $1,064,511 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −808,965 | 2,419,156 | $144,399,421 | |
| IJH | iShares Core S&P Mid-Cap ETF | −537,850 | 1,811,344 | $139,672,735 | |
| IWM | iShares Russell 2000 ETF | −82,398 | 481,468 | $144,657,060 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −31,207 | 1,812,084 | $159,245,941 | |
| EFA | iShares MSCI EAFE ETF | −24,317 | 2,996,113 | $311,236,218 | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | −17,289 | 296,997 | $108,611,802 | |
| HON | Honeywell International Inc | −17,156 | 16,247 | $3,637,703 | |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | −15,337 | 457,065 | $25,563,645 | |
| ESGE | iShares Trust | −12,079 | 92,355 | $5,050,894 | |
| EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | −11,406 | 197,858 | $9,380,447 | |
| VOO | VANGUARD 500 INDEX FUND | −10,989 | 514,982 | $353,694,787 | |
| 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 | |
| ACWI | iShares MSCI ACWI ETF | −6,892 | 35,154 | $5,518,123 | |
| IYR | iShares U.S. Real Estate ETF | −4,441 | 180,587 | $18,465,020 | |
| VRSK | Verisk Analytics, Inc. | −4,115 | 16,348 | $2,934,956 | |
| IVV | iShares Core S&P 500 ETF | −3,800 | 69,045 | $51,707,110 | |
| NU | Nu Holdings Ltd. | −3,099 | 55,298 | $738,781 | |
| JMUB | JPMorgan Municipal ETF | −2,892 | 19,808 | $1,003,374 | |
| WYNN | Wynn Resorts Ltd | −2,819 | 54,232 | $5,265,384 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −2,496 | 8,153 | $1,293,554 | |
| DFUS | Dimensional U.S. Equity Market ETF | −2,410 | 54,731 | $4,484,658 | |
| ESGU | iShares ESG Aware MSCI USA ETF | −2,397 | 154,912 | $25,354,447 | |
| CVX | Chevron Corp | −2,075 | 59,409 | $9,847,635 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | 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 | |
| RSP | Victory Portfolios II | 1,114 | $237,025 | |
| — | 1,187 | $225,755 | ||
| GD | General Dynamics Corp | 608 | $215,377 | |
| IVW | iShares S&P 500 Growth ETF | 1,526 | $209,870 | |
| EME | EMCOR Group, Inc. | 246 | $204,150 | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 2,075 | $203,765 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTU | Intuit Inc. | 10,343 | $4,472,106 | |
| ISRG | Intuitive Surgical Inc | 1,144 | $527,372 | |
| IJS | iShares S&P Small-Cap 600 Value ETF | 2,235 | $264,735 | |
| NOC | Northrop Grumman Corp | 363 | $247,653 | |
| COP | Conocophillips | 1,813 | $239,316 | |
| COUR | Coursera, Inc. | 39,697 | $231,036 | |
| DUK | Duke Energy CORP | 1,609 | $210,682 | |
| — | 2,745 | $207,495 | ||
| APO | Apollo Global Management, Inc. | 1,859 | $207,129 | |
| BMY | Bristol Myers Squibb Co | 3,353 | $203,359 | |
| NKE | NIKE, Inc. | 3,791 | $200,240 | |
| No positions match the current search. | ||||
214 tracked positions ·
$3,321,436,760 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 214 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 514,982 | $353,694,787 | 10.65% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 2,996,113 | $311,236,218 | 9.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 323,543 | $241,612,206 | 7.27% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 1,754,412 | $169,177,949 | 5.09% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 1,812,084 | $159,245,941 | 4.79% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 481,468 | $144,657,060 | 4.36% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 2,419,156 | $144,399,421 | 4.35% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 1,811,344 | $139,672,735 | 4.21% | |
| BOND |
PIMCO Active Bond Exchange-Traded Fund
|
Added | 1,243,907 | $114,700,664 | 3.45% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
Reduced | 296,997 | $108,611,802 | 3.27% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
Added | 1,291,719 | $98,312,733 | 2.96% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Added | 1,279,350 | $87,520,333 | 2.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 117,449 | $86,489,443 | 2.60% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 1,360,880 | $80,264,702 | 2.42% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 722,961 | $71,558,679 | 2.15% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 69,045 | $51,707,110 | 1.56% | |
| AAPL |
Apple Inc.
Technology
|
Added | 168,159 | $48,658,488 | 1.46% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 206,926 | $41,403,823 | 1.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 101,056 | $36,114,382 | 1.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 127,690 | $30,433,634 | 0.92% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 79,441 | $29,633,081 | 0.89% | |
| ESML |
iShares ESG Aware MSCI USA Small-Cap ETF
|
Reduced | 457,065 | $25,563,645 | 0.77% | |
| ESGU |
iShares ESG Aware MSCI USA ETF
|
Reduced | 154,912 | $25,354,447 | 0.76% | |
| ICSH |
iShares Ultra Short Duration Bond Active ETF
|
Added | 480,554 | $24,306,421 | 0.73% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 314,123 | $22,381,263 | 0.67% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Added | 431,876 | $21,839,969 | 0.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 65,525 | $21,448,298 | 0.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 33,704 | $18,985,126 | 0.57% | |
| IYR |
iShares U.S. Real Estate ETF
|
Reduced | 180,587 | $18,465,020 | 0.56% | |
| V |
Visa Inc.
Financial Services
|
Added | 49,014 | $16,816,213 | 0.51% | |
| PULS |
PGIM Ultra Short Bond ETF
|
Added | 310,228 | $15,371,797 | 0.46% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 38,970 | $14,720,917 | 0.44% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 15,019 | $14,690,384 | 0.44% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 42,826 | $14,604,522 | 0.44% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Added | 132,543 | $13,626,745 | 0.41% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 47,506 | $12,921,632 | 0.39% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 17 | $12,730,450 | 0.38% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 83,497 | $12,649,795 | 0.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 48,282 | $12,262,179 | 0.37% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 44,489 | $11,322,450 | 0.34% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Reduced | 139,513 | $10,869,457 | 0.33% | |
| VB |
Vanguard Index Funds
|
Reduced | 34,748 | $10,532,813 | 0.32% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 8,749 | $10,493,813 | 0.32% | |
| ASML |
Asml Holding NV
Technology
|
Added | 5,142 | $10,229,699 | 0.31% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 59,409 | $9,847,635 | 0.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 19,665 | $9,840,169 | 0.30% | |
| EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
|
Reduced | 197,858 | $9,380,447 | 0.28% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 31,651 | $8,818,285 | 0.27% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 9,143 | $8,791,543 | 0.26% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 60,029 | $8,212,567 | 0.25% |
Showing the top 50 of 214 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.