Sand Hill Advisors

Latest statistics and disclosures from Sand Hill Global Advisors's latest quarterly 13F-HR filing:

Companies in the Sand Hill Global Advisors portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 14.44 538893 251.36
iShares MSCI EAFE Index Fund (EFA) 9.44 1.29M 68.48
iShares Russell 1000 Value Index (IWD) 8.25 652575 +2% 118.60
Vanguard European ETF (VGK) 6.79 1.09M +83% 58.31
iShares Russell 2000 Index (IWM) 5.11 323284 +17271% 148.18
Vanguard Emerging Markets ETF (VWO) 4.55 978410 43.62
Technology SPDR (XLK) 3.71 589297 -10% 59.10
SPDR KBW Regional Banking (KRE) 3.57 589344 +4% 56.76
Energy Select Sector SPDR (XLE) 3.39 463963 +2% 68.48
iShares Lehman Aggregate Bond (AGG) 3.37 288714 +37% 109.59
iShares S&P; MidCap 400 Index (IJH) 3.20 167365 -42% 179.19
Vanguard REIT ETF (VNQ) 2.79 314363 83.09
iShares S&P; 500 Index (IVV) 2.11 78074 -2% 252.93
Apple (AAPL) 1.31 80010 154.12
Vanguard S&p 500 Etf idx fd 1.27 51532 230.77
iShares S&P; 100 Index (OEF) 1.15 96554 -2% 111.30
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 1.07 82467 121.22
Amazon (AMZN) 0.99 9629 961.26
Visa (V) 0.84 75268 105.24
Alphabet Inc Class A cs 0.76 7300 -4% 973.70
Johnson & Johnson (JNJ) 0.72 51901 130.02
JPMorgan Chase & Co. (JPM) 0.71 70054 95.51
SPDR S&P; MidCap 400 ETF (MDY) 0.68 19541 -23% 326.34
Charles Schwab Corporation (SCHW) 0.67 142598 43.74
Gilead Sciences (GILD) 0.66 76157 81.02
Microsoft Corporation (MSFT) 0.65 81936 +2% 74.48
Exxon Mobil Corporation (XOM) 0.65 74587 81.98
First Republic Bank/san F 0.65 58045 104.45
CME (CME) 0.63 43445 135.69
Procter & Gamble Company (PG) 0.61 62434 +2% 90.98
Walt Disney Company (DIS) 0.60 57261 98.57
SPDR Barclays Capital Aggregate Bo (LAG) 0.59 95884 +45% 57.71
Chevron Corporation (CVX) 0.58 46670 +2% 117.51
3M Company (MMM) 0.57 25291 +3% 209.92
Intel Corporation (INTC) 0.55 134704 38.08
Pfizer (PFE) 0.53 139438 +4% 35.70
AT&T; (T) 0.52 123602 +3% 39.17
salesforce (CRM) 0.52 52560 +2% 93.42
NIKE (NKE) 0.51 92317 +2% 51.85
United Parcel Service (UPS) 0.49 38290 120.08
Parker-Hannifin Corporation (PH) 0.49 26126 175.04
Industries N shs - a - 0.48 45077 99.05
Sherwin-Williams Company (SHW) 0.47 12384 358.04
Schlumberger (SLB) 0.47 63061 69.76
Honeywell International (HON) 0.46 30687 141.75
American Tower Reit 0.45 30619 +2% 136.68
Abbott Laboratories (ABT) 0.44 77976 +2% 53.36
Mondelez Int 0.44 101152 NEW 40.66
V.F. Corporation (VFC) 0.43 62914 63.56
BlackRock (BLK) 0.39 8128 447.10
Hershey Company (HSY) 0.39 33215 109.17
Danaher Corporation (DHR) 0.36 39418 NEW 85.77
Coty Inc Cl A 0.36 204270 16.53
iShares Russell 2000 Growth Index (IWO) 0.34 17806 178.98
Allergan 0.32 14823 204.95
Concho Resources (CXO) 0.31 21863 131.73
Vanguard Total Stock Market ETF (VTI) 0.27 19551 129.51
Daily Journal Corporation (DJCO) 0.20 8434 218.64
Health Care SPDR (XLV) 0.17 19257 81.74
Wells Fargo & Company (WFC) 0.17 29123 +45% 55.15
iShares Russell 1000 Index (IWB) 0.12 7920 139.90
Alphabet Inc Class C cs 0.12 1164 -19% 959.62
Costco Wholesale Corporation (COST) 0.10 5928 +34% 164.30
NVIDIA Corporation (NVDA) 0.10 5000 178.80
iShares Russell 1000 Growth Index (IWF) 0.10 7769 -2% 125.11
Boeing Company (BA) 0.09 3444 -4% 254.07
Vanguard High Dividend Yield ETF (VYM) 0.09 10312 81.07
General Electric Company (GE) 0.08 32094 -82% 24.18
WisdomTree Dividend ex-Fin Fund (DTN) 0.08 9018 84.28
Facebook Inc cl a 0.07 3570 -92% 170.87
Ishares U S Etf Tr Short Matur sht mat bd etf 0.07 12444 50.31
Cisco Systems (CSCO) 0.06 15438 +39% 33.62
International Business Machines (IBM) 0.06 3812 -12% 145.07
Intuitive Surgical (ISRG) 0.06 534 1044.94
Vanguard Dividend Appreciation ETF (VIG) 0.06 5543 94.71
United Technologies Corporation (UTX) 0.05 3929 +31% 116.06
SL Green Realty (SLG) 0.05 4344 -31% 101.29
Vornado Realty Trust (VNO) 0.05 6259 76.85
Extra Space Storage (EXR) 0.05 6443 -28% 79.93
iShares S&P; SmallCap 600 Index (IJR) 0.05 5894 -3% 74.14
Home Depot (HD) 0.04 2306 163.49
Deere & Company (DE) 0.04 3194 -20% 125.55
PG&E; Corporation (PCG) 0.04 4835 68.05
Ventas (VTR) 0.04 5505 65.21
American Campus Communities (ACC) 0.04 8800 -32% 44.20
Realty Income (O) 0.04 5982 57.17
Berkshire Hathaway (BRK.B) 0.03 1652 -16% 183.41
Caterpillar (CAT) 0.03 2540 124.80
Ecolab (ECL) 0.03 2000 NEW 128.50
FedEx Corporation (FDX) 0.03 1155 -3% 225.97
McDonald's Corporation (MCD) 0.03 1571 +14% 156.59
Bristol Myers Squibb (BMY) 0.03 3968 -30% 63.76
Autodesk (ADSK) 0.03 2147 112.25
Union Pacific Corporation (UNP) 0.03 2675 -6% 115.89
AFLAC Incorporated (AFL) 0.03 4000 81.50
Berkshire Hathaway (BRK.A) 0.03 1 275000.00
Pepsi (PEP) 0.03 2894 NEW 111.26
AvalonBay Communities (AVB) 0.03 1815 178.51
Intuit (INTU) 0.03 1795 -9% 142.06
PowerShares QQQ Trust, Series 1 (QQQQ) 0.03 1894 145.20
iShares S&P; 500 Growth Index (IVW) 0.03 1755 -4% 143.59
iShares Russell 2000 Value Index (IWN) 0.03 2451 124.03
SPDR S&P; Dividend (SDY) 0.03 2944 91.37
Abbvie 0.03 3100 NEW 88.71
SYSCO Corporation (SYY) 0.02 4000 NEW 54.00
Verizon Communications (VZ) 0.02 4152 -26% 49.37
Amgen (AMGN) 0.02 1100 NEW 186.36
California Water Service (CWT) 0.02 6039 -24% 38.09
iShares S&P; MidCap 400 Growth (IJK) 0.02 1031 -95% 202.72
Corcept Therapeutics Incorporated (CORT) 0.02 10000 19.30
Vanguard Extended Market ETF (VXF) 0.02 1998 NEW 107.11

Past 13F-HR SEC Filings by Sand Hill Global Advisors

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