Sand Hill Global Advisors, LLC
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
Holdings in EXFY
Export CSVShares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $30,674 | 20,314 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $37,580 | 20,314 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,613 | 20,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $73,270 | 24,102 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $91,083 | 27,189 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,290 | 27,189 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,511 | 27,189 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $50,027 | 27,189 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $67,156 | 27,189 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $88,364 | 27,189 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $216,968 | 27,189 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $221,590 | 27,189 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $240,078 | 27,189 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $404,572 | 27,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $483,692 | 27,189 | Shares | Sole | 2022-08-15 | |
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