Sand Hill Global Advisors, LLC
Top Portfolio Positions
121 positions ·
$823,684,024 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
332,226 | $216,059,856 | 26.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
124,414 | $71,809,272 | 8.72% | |
| AAPL |
Apple Inc.
Technology
|
164,127 | $41,653,791 | 5.06% | |
| NVDA |
Nvidia Corp
Technology
|
208,628 | $36,384,723 | 4.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
101,278 | $29,123,501 | 3.54% | |
| MSFT |
Microsoft Corp
Technology
|
76,135 | $28,182,892 | 3.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
127,496 | $26,553,591 | 3.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
33,941 | $19,418,664 | 2.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
65,673 | $19,318,369 | 2.35% | |
| V |
Visa Inc.
Financial Services
|
48,475 | $14,651,084 | 1.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EXFY
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,673 | 20,314 | Shares | Sole | 2026-05-14 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||