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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 15.05 546466 -12% 241.72
iShares MSCI EAFE Index Fund (EFA) 9.57 1.29M 65.24
iShares Russell 1000 Value Index (IWD) 8.45 637285 116.43
iShares S&P; MidCap 400 Index (IJH) 5.79 292059 -2% 173.95
Vanguard Emerging Markets ETF (VWO) 4.59 986591 40.83
Technology SPDR (XLK) 4.11 659429 -5% 54.72
Vanguard European ETF (VGK) 3.74 596035 NEW 55.14
SPDR KBW Regional Banking (KRE) 3.52 562304 +2% 54.95
Energy Select Sector SPDR (XLE) 3.34 452080 64.92
Vanguard REIT ETF (VNQ) 2.97 313383 NEW 83.23
iShares Lehman Aggregate Bond (AGG) 2.61 209299 NEW 109.51
iShares S&P; 500 Index (IVV) 2.22 80188 243.42
iShares Barclays TIPS Bond Fund (TIP) 1.35 104417 NEW 113.43
Apple (AAPL) 1.29 78572 +12% 144.02
Vanguard S&p 500 Etf idx fd 1.29 51143 222.06
iShares S&P; 100 Index (OEF) 1.21 99079 -54% 106.90
Coupa Software 1.19 360788 NEW 28.98
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 1.12 81429 NEW 120.51
Amazon (AMZN) 1.05 9548 -3% 968.06
SPDR S&P; MidCap 400 ETF (MDY) 0.92 25555 317.63
Facebook Inc cl a 0.86 50005 -39% 150.98
Visa (V) 0.82 76789 -2% 93.78
Alphabet Inc Class A cs 0.81 7680 928.00
Johnson & Johnson (JNJ) 0.79 52399 +7% 132.29
JPMorgan Chase & Co. (JPM) 0.72 69330 91.40
Charles Schwab Corporation (SCHW) 0.69 141559 42.96
Walt Disney Company (DIS) 0.69 57299 +19% 106.25
Exxon Mobil Corporation (XOM) 0.67 73259 80.73
First Republic Bank/san F 0.67 58966 -2% 100.11
Microsoft Corporation (MSFT) 0.63 80167 68.93
CME (CME) 0.62 43174 +2% 125.24
Gilead Sciences (GILD) 0.62 77117 70.78
Procter & Gamble Company (PG) 0.61 61126 87.15
NIKE (NKE) 0.60 90014 -2% 59.00
3M Company (MMM) 0.58 24456 +2% 208.21
Whole Foods Market (WFMI) 0.57 117910 42.11
General Electric Company (GE) 0.56 182904 27.01
Chevron Corporation (CVX) 0.54 45595 -6% 104.33
Pfizer (PFE) 0.51 133798 33.59
AT&T; (T) 0.51 119241 37.73
Intel Corporation (INTC) 0.51 133269 +2% 33.74
salesforce (CRM) 0.51 51374 86.60
Sherwin-Williams Company (SHW) 0.49 12376 350.92
iShares S&P; MidCap 400 Growth (IJK) 0.49 22050 +2% 196.60
United Parcel Service (UPS) 0.48 37981 110.58
Parker-Hannifin Corporation (PH) 0.48 26240 NEW 159.83
Honeywell International (HON) 0.47 31054 133.28
Schlumberger (SLB) 0.47 62529 +2% 65.84
American Tower Reit 0.45 29865 132.33
Industries N shs - a - 0.44 45764 84.39
Coty Inc Cl A 0.44 204577 NEW 18.76
SPDR Barclays Capital Aggregate Bo (LAG) 0.43 66098 NEW 57.67
Abbott Laboratories (ABT) 0.42 76219 48.61
V.F. Corporation (VFC) 0.41 62865 57.60
Hershey Company (HSY) 0.41 33206 107.36
Allergan 0.41 14810 NEW 243.08
BlackRock (BLK) 0.39 8155 422.44
iShares Russell 2000 Growth Index (IWO) 0.34 17806 168.76
Concho Resources (CXO) 0.30 21733 121.52
Vanguard Total Stock Market ETF (VTI) 0.28 19409 124.43
Daily Journal Corporation (DJCO) 0.19 8434 +302% 202.04
Health Care SPDR (XLV) 0.17 19186 -24% 79.22
Alphabet Inc Class C cs 0.15 1444 908.00
Wells Fargo & Company (WFC) 0.13 20034 +76% 55.41
Oracle Corporation (ORCL) 0.12 20463 +327% 50.12
iShares Russell 1000 Index (IWB) 0.12 7920 NEW 135.23
iShares Russell 1000 Growth Index (IWF) 0.11 7958 -24% 119.00
Vanguard High Dividend Yield ETF (VYM) 0.09 10436 -38% 78.19
Costco Wholesale Corporation (COST) 0.08 4416 +74% 159.87
NVIDIA Corporation (NVDA) 0.08 5000 NEW 144.60
Boeing Company (BA) 0.08 3611 +149% 197.73
International Business Machines (IBM) 0.08 4343 +21% 153.81
SL Green Realty (SLG) 0.08 6354 NEW 105.76
Extra Space Storage (EXR) 0.08 8998 NEW 78.02
WisdomTree Dividend ex-Fin Fund (DTN) 0.08 9018 -37% 82.28
Vornado Realty Trust (VNO) 0.07 6259 NEW 93.94
American Campus Communities (ACC) 0.07 13129 NEW 47.30
Ishares U S Etf Tr Short Matur sht mat bd etf 0.07 12444 NEW 50.31
Deere & Company (DE) 0.06 4000 NEW 123.50
Intuitive Surgical (ISRG) 0.06 534 934.46
Vanguard Dividend Appreciation ETF (VIG) 0.06 5543 +5% 92.73
iShares S&P; SmallCap 600 Index (IJR) 0.05 6126 +14% 70.03
Berkshire Hathaway (BRK.B) 0.04 1973 -32% 169.29
Home Depot (HD) 0.04 2306 -2% 153.51
Bristol Myers Squibb (BMY) 0.04 5742 +2% 55.73
Cisco Systems (CSCO) 0.04 11038 +19% 31.26
Union Pacific Corporation (UNP) 0.04 2848 NEW 108.85
AFLAC Incorporated (AFL) 0.04 4000 NEW 77.75
United Technologies Corporation (UTX) 0.04 2998 -12% 122.08
PG&E; Corporation (PCG) 0.04 4835 66.39
AvalonBay Communities (AVB) 0.04 1815 NEW 192.29
Ventas (VTR) 0.04 5505 NEW 69.39
Realty Income (O) 0.04 5982 NEW 55.17
Caterpillar (CAT) 0.03 2540 NEW 107.48
FedEx Corporation (FDX) 0.03 1200 NEW 217.50
Verizon Communications (VZ) 0.03 5677 -11% 44.74
Berkshire Hathaway (BRK.A) 0.03 1 255000.00
iShares Russell 2000 Index (IWM) 0.03 1861 +13% 140.78
Intuit (INTU) 0.03 1980 +10% 132.83
California Water Service (CWT) 0.03 8000 NEW 36.75
PowerShares QQQ Trust, Series 1 (QQQQ) 0.03 1894 NEW 137.80
iShares S&P; 500 Growth Index (IVW) 0.03 1841 -14% 136.88
iShares Russell 2000 Value Index (IWN) 0.03 2451 +25% 118.73
SPDR S&P; Dividend (SDY) 0.03 2944 88.99
McDonald's Corporation (MCD) 0.02 1375 NEW 153.45
Autodesk (ADSK) 0.02 2147 NEW 100.61
Corcept Therapeutics Incorporated (CORT) 0.01 10000 NEW 11.80
Gastar Exploration 0.00 20000 0.95

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

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