Sand Hill Advisors, LLC

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

Sand Hill Global Advisors portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
SPDR S&P; 500 ETF (SPY) 19.14 627348 +2.00% 235.74 247.42
iShares MSCI EAFE Index Fund (EFA) 10.46 1.30M +2.00% 62.29 66.87
iShares Russell 1000 Value Index (IWD) 9.41 632898 NEW 114.94 116.96
iShares S&P; MidCap 400 Index (IJH) 6.66 300748 171.22 177.13
Vanguard Emerging Markets ETF (VWO) 5.06 984737 39.72 43.00
Technology SPDR (XLK) 4.80 695773 53.31 57.72
Energy Select Sector SPDR (XLE) 4.02 444043 +8.00% 69.90 65.88
SPDR KBW Regional Banking (KRE) 3.87 547055 +5.00% 54.61 54.59
iShares S&P; 100 Index (OEF) 2.96 218680 +2.00% 104.70 109.38
iShares S&P; 500 Index (IVV) 2.50 81290 +2.00% 237.27 249.14
Facebook Inc cl a 1.53 83141 -5.00% 142.05 0.00
Vanguard S&p 500 Etf idx fd 1.43 51143 NEW 216.35 0.00
Apple (AAPL) 1.29 69642 -31.00% 143.66 153.46
Amazon (AMZN) 1.14 9905 886.52 1052.80
SPDR S&P; MidCap 400 ETF (MDY) 1.03 25434 312.42 323.37
Visa (V) 0.91 79145 88.87 100.85
Alphabet Inc Class A cs 0.86 7805 -8.00% 847.79 0.00
JPMorgan Chase & Co. (JPM) 0.79 69579 87.84 91.93
Johnson & Johnson (JNJ) 0.78 48593 -6.00% 124.54 130.95
Exxon Mobil Corporation (XOM) 0.77 72945 +2.00% 82.01 80.37
Charles Schwab Corporation (SCHW) 0.76 143379 40.81 42.78
First Republic Bank/san F 0.73 60189 93.80 0.00
Procter & Gamble Company (PG) 0.72 61807 89.84 89.30
General Electric Company (GE) 0.71 185135 +2.00% 29.80 25.59
Walt Disney Company (DIS) 0.70 47787 -44.00% 113.39 106.94
Gilead Sciences (GILD) 0.69 78150 67.92 74.19
Chevron Corporation (CVX) 0.68 48635 107.37 105.12
Microsoft Corporation (MSFT) 0.67 78630 65.87 74.05
NIKE (NKE) 0.66 92060 +2.00% 55.74 58.36
CME (CME) 0.65 41996 118.80 121.83
AT&T; (T) 0.64 119946 41.55 38.03
Schlumberger (SLB) 0.62 61096 78.11 66.99
Intel Corporation (INTC) 0.61 130011 36.07 34.75
Pfizer (PFE) 0.59 134172 34.21 32.89
3M Company (MMM) 0.59 23873 191.35 199.03
Pentair cs 0.57 70149 -3.00% 62.78 0.00
salesforce (CRM) 0.55 51351 +2.00% 82.49 91.07
Industries N shs - a - 0.54 45909 +2.00% 91.18 0.00
iShares S&P; MidCap 400 Growth (IJK) 0.53 21542 190.93 200.52
United Parcel Service (UPS) 0.52 37798 107.31 112.29
Mead Johnson Nutrition (MJN) 0.51 44081 +10.00% 89.09 89.98
Honeywell International (HON) 0.50 31103 124.88 138.49
Cardinal Health (CAH) 0.49 46609 81.55 77.67
Sherwin-Williams Company (SHW) 0.49 12297 310.16 350.60
Hershey Company (HSY) 0.47 33559 +2.00% 109.24 106.00
American Tower Reit 0.47 30197 NEW 121.54 0.00
Whole Foods Market (WFMI) 0.46 119478 29.72 0.00
Abbott Laboratories (ABT) 0.45 77701 44.41 50.40
V.F. Corporation (VFC) 0.45 63002 +3.00% 54.97 60.87
BlackRock (BLK) 0.41 8229 NEW 383.52 432.71
iShares Russell 2000 Growth Index (IWO) 0.37 17675 161.64 173.15
Concho Resources (CXO) 0.36 21412 NEW 128.34 132.06
Vanguard Total Stock Market ETF (VTI) 0.30 19082 -5.00% 121.32 127.29
Health Care SPDR (XLV) 0.25 25529 74.34 80.11
Vanguard High Dividend Yield ETF (VYM) 0.17 16906 -12.00% 77.66 79.17
iShares Russell 1000 Growth Index (IWF) 0.16 10567 -98.00% 113.84 122.82
Alphabet Inc Class C cs 0.16 1452 -66.00% 829.20 0.00
WisdomTree Dividend ex-Fin Fund (DTN) 0.15 14336 82.52 82.90
Wells Fargo & Company (WFC) 0.08 11368 -47.00% 55.64 54.91
International Business Machines (IBM) 0.08 3570 -27.00% 174.23 145.36
Berkshire Hathaway (BRK.B) 0.06 2935 +14.00% 166.61 0.00
Cummins (CMI) 0.06 3062 NEW 151.21 165.97
Daily Journal Corporation (DJCO) 0.06 2097 -79.00% 214.12 207.89
Vanguard Dividend Appreciation ETF (VIG) 0.06 5248 89.94 93.31
Costco Wholesale Corporation (COST) 0.05 2528 -49.00% 167.72 152.09
Intuitive Surgical (ISRG) 0.05 534 765.92 943.91
United Technologies Corporation (UTX) 0.05 3409 -6.00% 112.35 119.54
iShares S&P; SmallCap 600 Index (IJR) 0.05 5354 +100.00% 69.11 71.44
Home Depot (HD) 0.04 2361 -6.00% 146.97 146.69
Bristol Myers Squibb (BMY) 0.04 5611 -18.00% 54.36 55.98
Cisco Systems (CSCO) 0.04 9264 -6.00% 33.85 31.66
Verizon Communications (VZ) 0.04 6418 -16.00% 48.80 44.40
PG&E; Corporation (PCG) 0.04 4835 -5.00% 66.39 67.90
Lennox International (LII) 0.04 2000 NEW 167.50 169.92
iShares S&P; 500 Growth Index (IVW) 0.04 2159 -48.00% 131.54 141.37
Johnson Controls International Plc equity 0.04 6443 NEW 42.06 0.00
Boeing Company (BA) 0.03 1448 -59.00% 176.80 233.45
Berkshire Hathaway (BRK.A) 0.03 1 250000.00 0.00
Clorox Company (CLX) 0.03 1728 -4.00% 134.84 133.43
Sempra Energy (SRE) 0.03 2000 NEW 110.50 113.33
Oracle Corporation (ORCL) 0.03 4785 -17.00% 44.51 51.17
iShares Russell 2000 Index (IWM) 0.03 1636 -24.00% 137.53 143.25
Intuit (INTU) 0.03 1787 -2.00% 115.84 137.14
iShares Russell 2000 Value Index (IWN) 0.03 1956 118.10 119.80
SPDR S&P; Dividend (SDY) 0.03 2944 NEW 87.98 90.06
1/100 Berkshire Htwy Cla 100 0.03 100 2500.00 0.00
EDAP TMS S.A. (EDAP) 0.01 19000 NEW 2.79 3.32
Gastar Exploration 0.00 20000 1.55 0.00

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