Sand Hill Global Advisors, LLC

CIK
0001009209
City
Palo Alto
State / Country
CA

Top Portfolio Positions

107 positions · $858,231,970 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
335,243 $228,608,905 26.64%
QQQ
Invesco Qqq Trust, Series 1
120,248 $73,869,548 8.61%
AAPL
Apple Inc.
Technology
143,636 $39,048,882 4.55%
NVDA
Nvidia Corp
Technology
204,579 $38,153,983 4.45%
GOOGL
Alphabet Inc.
Communication Services
110,385 $34,550,505 4.03%
MSFT
Microsoft Corp
Technology
66,398 $32,111,400 3.74%
AMZN
Amazon Com Inc
Consumer Cyclical
125,196 $28,897,740 3.37%
JPM
Jpmorgan Chase & Co
Financial Services
77,436 $24,951,427 2.91%
META
Meta Platforms, Inc.
Communication Services
33,864 $22,353,287 2.60%
V
Visa Inc.
Financial Services
48,706 $17,081,681 1.99%

Portfolio Trend

24 quarters · across all stocks

Holdings in EXFY

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Shares Held

Position Value (USD)

15 of 15 shown
Report Date Value (USD) Shares
2025-12-31 $30,674 20,314
2025-09-30 $37,580 20,314
2025-06-30 $52,613 20,314
2025-03-31 $73,270 24,102
2024-12-31 $91,083 27,189
2024-09-30 $53,290 27,189
2024-06-30 $40,511 27,189
2024-03-31 $50,027 27,189
2023-12-31 $67,156 27,189
2023-09-30 $88,364 27,189
2023-06-30 $216,968 27,189
2023-03-31 $221,590 27,189
2022-12-31 $240,078 27,189
2022-09-30 $404,572 27,189
2022-06-30 $483,692 27,189