Sand Hill Global Advisors, LLC

CIK

1009209

Location

Palo Alto, CA

Portfolio Value

Small $823,684,024

Diversification

Diversified

Filing Date

Global Rank

#1,717 / 8,232 ▲ 41

Top Industry

Semiconductors 9.4%

3Y Alpha vs SPY

-3.8%

Period ended 3 months ago

Filed May 14, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.9%

SPY

+74.2%

Annualised alpha

-3.9%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

121 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%	$75,468,532	22
Consumer Cyclical	8.6%	$70,559,437	13
Communication Services	7.2%	$59,681,901	5
Industrials	5.9%	$48,749,466	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	Exxon Mobil 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	$7,550,080
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 positions · $823,684,024 total · 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
PMVP	PMV Pharmaceuticals, Inc. Healthcare	NEW	12,539	NEW	$15,548	NEW	0.00%
EXFY	Expensify, Inc. Technology	Held	20,314	0	$17,673	−42.4%	0.00%
NKE	NIKE, Inc. Consumer Cyclical	NEW	3,791	NEW	$200,240	NEW	0.02%
BMY	Bristol Myers Squibb Co Healthcare	NEW	3,353	NEW	$203,359	NEW	0.02%
HTGC	Hercules Capital, Inc. Financial Services	Held	13,832	0	$204,298	−21.5%	0.02%
MCO	Moodys Corp /De/ Financial Services	Added	471	+63	$205,473	−1.4%	0.02%
APO	Apollo Global Management, Inc. Financial Services	Reduced	1,859	-126	$207,129	−27.9%	0.03%
HOLX	HOLOGIC INC Healthcare	Held	2,745	0	$207,494	+1.5%	0.03%
DUK	Duke Energy CORP Utilities	NEW	1,609	NEW	$210,682	NEW	0.03%
APH	Amphenol Corp /De/ Technology	NEW	1,702	NEW	$215,047	NEW	0.03%
O	Realty Income Corp Real Estate	NEW	3,591	NEW	$219,697	NEW	0.03%
KKR	KKR & Co. Inc. Financial Services	Held	2,381	0	$220,242	−27.4%	0.03%
COUR	Coursera, Inc. Consumer Defensive	Held	39,697	0	$231,036	−20.9%	0.03%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,594	-131	$232,396	+1.3%	0.03%
MS	Morgan Stanley Financial Services	NEW	1,415	NEW	$232,866	NEW	0.03%
COP	Conocophillips Energy	NEW	1,813	NEW	$239,316	NEW	0.03%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	363	NEW	$247,653	NEW	0.03%
SHOP	Shopify Inc. Technology	NEW	2,118	NEW	$251,237	NEW	0.03%
TXN	Texas Instruments Inc Technology	Added	1,303	+73	$252,964	+18.5%	0.03%
J	Jacobs Solutions Inc. Industrials	Reduced	2,002	-42	$254,814	−5.9%	0.03%
CART	Maplebear Inc. Consumer Cyclical	Held	6,965	0	$260,908	−16.7%	0.03%
BAC	Bank Of America Corp /De/ Financial Services	Added	5,421	+1,024	$264,273	+9.3%	0.03%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	541	+33	$265,917	−9.7%	0.03%
AMGN	Amgen Inc Healthcare	Reduced	762	-63	$268,109	−0.7%	0.03%
FAST	Fastenal Co Industrials	Added	5,830	+190	$270,512	+19.5%	0.03%
MRK	Merck & Co., Inc. Healthcare	Added	2,449	+145	$294,590	+21.5%	0.04%
NEE	Nextera Energy Inc Utilities	Added	3,193	+68	$296,565	+18.2%	0.04%
ASML	Asml Holding NV Technology	NEW	228	NEW	$301,149	NEW	0.04%
GEV	GE Vernova Inc. Industrials	Reduced	365	-1	$318,608	+33.2%	0.04%
SPGI	S&P Global Inc. Financial Services	Added	753	+104	$320,281	−5.6%	0.04%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,958	+103	$323,735	+8.8%	0.04%
WMT	Walmart Inc. Consumer Defensive	NEW	2,660	NEW	$330,584	NEW	0.04%
AXP	American Express Co Financial Services	Added	1,094	+118	$330,913	−8.4%	0.04%
GS	Goldman Sachs Group Inc Financial Services	Added	433	+26	$366,313	+2.4%	0.04%
LIN	Linde PLC Basic Materials	Added	744	+40	$368,845	+22.9%	0.04%
NYT	New York Times Co Communication Services	Held	4,417	0	$369,835	+20.6%	0.04%
MMM	3M Co Industrials	Reduced	2,678	-6	$388,925	−9.5%	0.05%
WFC	Wells Fargo & Company/Mn Financial Services	Added	5,347	+89	$425,674	−13.1%	0.05%
UBER	Uber Technologies, Inc Technology	Added	5,980	+59	$430,141	−11.1%	0.05%
GE	General Electric Co Industrials	Added	1,520	+29	$431,330	−6.1%	0.05%
DHR	Danaher Corp /De/ Healthcare	Added	2,482	+169	$470,587	−11.1%	0.06%
ADP	Automatic Data Processing Inc Technology	Added	2,326	+27	$472,596	−20.1%	0.06%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	1,050	NEW	$486,349	NEW	0.06%
PEP	Pepsico Inc Consumer Defensive	Added	3,155	+10	$489,939	+8.5%	0.06%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,144	+87	$527,372	−11.9%	0.06%
UNP	Union Pacific Corp Industrials	Added	2,250	+50	$545,895	+7.3%	0.07%
SCHW	Schwab Charles Corp Financial Services	Added	6,045	+192	$568,109	−2.8%	0.07%
ORCL	Oracle Corp Technology	Added	3,892	+244	$572,552	−19.5%	0.07%
IAU	Ishares Gold Trust	Reduced	6,560	-109	$578,329	+6.8%	0.07%
RTX	RTX Corp Industrials	Reduced	3,136	-70	$604,934	+2.9%	0.07%