Sand Hill Advisors

Sand Hill Global Advisors as of Sept. 30, 2014

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 80 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 14.7 $89M 449k 197.02
iShares Russell 1000 Growth Index (IWF) 12.3 $74M 804k 91.63
iShares S&P 100 Index (OEF) 7.3 $44M 499k 88.16
iShares S&P MidCap 400 Index (IJH) 6.3 $38M 278k 136.74
Technology SPDR (XLK) 6.0 $36M 907k 39.90
Db-x Msci Eafe Currency-hedged (DBEF) 5.8 $35M 1.3M 27.73
iShares MSCI EAFE Index Fund (EFA) 5.7 $34M 531k 64.12
Vanguard Emerging Markets ETF (VWO) 4.6 $28M 662k 41.71
iShares S&P 500 Index (IVV) 2.3 $14M 69k 198.26
Facebook Inc cl a (META) 1.6 $9.9M 126k 79.04
Apple (AAPL) 1.3 $7.8M 78k 100.75
SPDR S&P MidCap 400 ETF (MDY) 1.2 $7.3M 29k 249.32
Exxon Mobil Corporation (XOM) 1.0 $6.2M 66k 94.05
Johnson & Johnson (JNJ) 1.0 $5.8M 55k 106.58
Amazon (AMZN) 0.9 $5.6M 17k 322.44
Procter & Gamble Company (PG) 0.9 $5.6M 67k 83.74
Wells Fargo & Company (WFC) 0.9 $5.4M 105k 51.87
Chevron Corporation (CVX) 0.9 $5.3M 44k 119.31
Charles Schwab Corporation (SCHW) 0.8 $5.0M 169k 29.39
Walt Disney Company (DIS) 0.8 $4.9M 55k 89.04
iShares S&P MidCap 400 Growth (IJK) 0.8 $4.6M 30k 151.47
General Electric Company 0.8 $4.5M 175k 25.62
E.I. du Pont de Nemours & Company 0.8 $4.5M 62k 71.75
International Business Machines (IBM) 0.7 $4.5M 24k 189.84
Qualcomm (QCOM) 0.7 $4.5M 60k 74.76
Gilead Sciences (GILD) 0.7 $4.4M 41k 106.45
EMC Corporation 0.7 $4.3M 146k 29.26
3M Company (MMM) 0.7 $4.2M 30k 141.68
Nike (NKE) 0.7 $4.2M 47k 89.19
Google 0.7 $4.2M 7.1k 588.42
At&t (T) 0.7 $4.1M 118k 35.24
Intel Corporation (INTC) 0.7 $4.1M 118k 34.82
Visa (V) 0.7 $4.1M 19k 213.38
Mead Johnson Nutrition 0.7 $4.1M 43k 96.23
JPMorgan Chase & Co. (JPM) 0.7 $4.0M 67k 60.24
Starwood Hotels & Resorts Worldwide 0.7 $4.0M 49k 83.21
Coca-Cola Company (KO) 0.7 $3.9M 92k 42.66
Cme (CME) 0.6 $3.9M 49k 79.95
Schlumberger (SLB) 0.6 $3.8M 38k 101.68
Pfizer (PFE) 0.6 $3.8M 127k 29.57
United Parcel Service (UPS) 0.6 $3.8M 39k 98.29
Caterpillar (CAT) 0.6 $3.6M 37k 99.02
Microsoft Corporation (MSFT) 0.6 $3.5M 77k 46.36
Berkshire Hathaway (BRK.A) 0.6 $3.5M 17.00 206882.35
Linkedin Corp 0.6 $3.6M 17k 207.78
Google Inc Class C 0.6 $3.3M 5.7k 577.42
First Republic Bank/san F (FRCB) 0.5 $3.3M 66k 49.39
Abbott Laboratories (ABT) 0.5 $3.0M 73k 41.60
Cardinal Health (CAH) 0.5 $3.1M 41k 74.92
Target Corporation (TGT) 0.5 $3.1M 49k 62.69
Hershey Company (HSY) 0.5 $2.9M 30k 95.42
Cummins (CMI) 0.4 $2.5M 19k 131.98
National-Oilwell Var 0.4 $2.5M 33k 76.09
iShares Russell 2000 Growth Index (IWO) 0.4 $2.3M 18k 129.70
Daily Journal Corporation (DJCO) 0.3 $2.1M 12k 180.46
Vanguard Total Stock Market ETF (VTI) 0.3 $2.0M 20k 101.23
Health Care SPDR (XLV) 0.3 $1.6M 25k 63.90
Texas Instruments Incorporated (TXN) 0.2 $1.3M 27k 47.69
Vanguard Pacific ETF (VPL) 0.1 $866k 15k 59.27
Costco Wholesale Corporation (COST) 0.1 $699k 5.6k 125.34
iShares S&P 500 Growth Index (IVW) 0.1 $642k 6.0k 106.75
Verizon Communications (VZ) 0.1 $532k 11k 49.98
Boeing Company (BA) 0.1 $475k 3.7k 127.48
McDonald's Corporation (MCD) 0.1 $436k 4.6k 94.91
United Technologies Corporation 0.1 $423k 4.0k 105.67
Intuit (INTU) 0.1 $385k 4.4k 87.54
Intuitive Surgical (ISRG) 0.1 $300k 650.00 461.54
PG&E Corporation (PCG) 0.1 $287k 6.4k 45.08
Southern Company (SO) 0.1 $313k 7.2k 43.70
Cisco Systems (CSCO) 0.0 $256k 10k 25.13
Union Pacific Corporation (UNP) 0.0 $260k 2.4k 108.33
AFLAC Incorporated (AFL) 0.0 $233k 4.0k 58.25
Allergan 0.0 $213k 1.2k 177.94
Clorox Company (CLX) 0.0 $241k 2.5k 95.98
iShares Russell 2000 Value Index (IWN) 0.0 $245k 2.6k 93.69
Now (DNOW) 0.0 $237k 7.8k 30.45
Vanguard Mid-Cap ETF (VO) 0.0 $200k 1.7k 117.03
Pokertek 0.0 $101k 75k 1.35
Gastar Exploration 0.0 $117k 20k 5.85
Kinder Morgan Management 0.0 $0 552k 0.00