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 December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
SPDR S&P; 500 ETF (SPY) 18.74 610196 +2.00% 223.53 238.55
iShares Russell 1000 Growth Index (IWF) 11.02 764267 104.90 115.90
iShares MSCI EAFE Index Fund (EFA) 10.05 1.27M 57.73 63.99
iShares S&P; MidCap 400 Index (IJH) 6.81 299770 165.34 174.13
Vanguard Emerging Markets ETF (VWO) 4.93 1.00M +30.00% 35.78 40.45
Technology SPDR (XLK) 4.60 692647 48.36 54.08
Energy Select Sector SPDR (XLE) 4.25 410279 +3359.00% 75.32 68.77
SPDR KBW Regional Banking (KRE) 3.97 519321 55.57 55.02
iShares S&P; 100 Index (OEF) 2.92 213941 +6.00% 99.30 105.78
iShares S&P; 500 Index (IVV) 2.46 79428 225.00 240.05
Apple (AAPL) 1.61 101383 115.82 144.53
Facebook Inc cl a 1.39 87828 -2.00% 115.05 0.00
Walt Disney Company (DIS) 1.23 85628 104.22 115.18
SPDR S&P; MidCap 400 ETF (MDY) 1.07 25696 -3.00% 301.72 317.75
Amazon (AMZN) 1.01 9770 749.85 907.62
Alphabet Inc Class A cs 0.93 8568 +2.00% 792.48 0.00
Exxon Mobil Corporation (XOM) 0.88 71250 90.26 81.73
Visa (V) 0.85 79342 78.02 92.11
Johnson & Johnson (JNJ) 0.83 52195 115.20 123.43
JPMorgan Chase & Co. (JPM) 0.82 69034 86.29 88.26
Chevron Corporation (CVX) 0.79 48937 +3.00% 117.70 106.73
Charles Schwab Corporation (SCHW) 0.78 143933 -30.00% 39.47 39.62
General Electric Company (GE) 0.78 180618 31.60 29.45
First Republic Bank/san F 0.76 60385 -4.00% 92.14 0.00
Gilead Sciences (GILD) 0.75 76679 +48.00% 71.62 67.12
Procter & Gamble Company (PG) 0.72 61893 +2.00% 84.09 90.00
Schlumberger (SLB) 0.71 61701 83.95 74.09
AT&T; (T) 0.70 119940 42.53 39.94
Microsoft Corporation (MSFT) 0.68 79308 62.14 67.92
CME (CME) 0.66 41371 115.35 119.94
Intel Corporation (INTC) 0.65 130234 +3.00% 36.27 36.87
NIKE (NKE) 0.63 89486 +2.00% 50.83 55.45
Pfizer (PFE) 0.59 132945 +2.00% 32.48 33.76
United Parcel Service (UPS) 0.59 37672 114.65 107.36
3M Company (MMM) 0.58 23624 178.59 195.13
Pentair cs 0.56 72583 56.07 0.00
iShares S&P; MidCap 400 Growth (IJK) 0.54 21739 -5.00% 182.21 194.75
Industries N shs - a - 0.53 44815 85.77 0.00
Whole Foods Market (WFMI) 0.50 118135 30.76 0.00
Honeywell International (HON) 0.49 30502 +4.00% 115.86 129.30
Hershey Company (HSY) 0.47 32760 103.42 108.46
salesforce (CRM) 0.47 50303 NEW 68.47 84.75
Cardinal Health (CAH) 0.46 46446 +4.00% 71.98 72.36
Alphabet Inc Class C cs 0.46 4309 771.87 0.00
Sherwin-Williams Company (SHW) 0.45 12115 NEW 268.76 331.18
V.F. Corporation (VFC) 0.44 60625 NEW 53.34 56.11
Abbott Laboratories (ABT) 0.41 78308 38.41 43.76
Mead Johnson Nutrition (MJN) 0.39 40070 -10.00% 70.75 88.80
iShares Russell 2000 Growth Index (IWO) 0.38 18022 +12.00% 153.92 165.29
Daily Journal Corporation (DJCO) 0.34 10337 -8.00% 241.75 212.42
Vanguard Total Stock Market ETF (VTI) 0.32 20169 +3.00% 115.33 122.87
Health Care SPDR (XLV) 0.24 25493 68.94 74.73
Vanguard High Dividend Yield ETF (VYM) 0.20 19427 NEW 75.77 78.01
Wells Fargo & Company (WFC) 0.17 21804 +6.00% 55.09 54.56
WisdomTree Dividend ex-Fin Fund (DTN) 0.16 14336 NEW 80.29 82.54
Costco Wholesale Corporation (COST) 0.11 5013 -14.00% 160.18 172.68
International Business Machines (IBM) 0.11 4913 -3.00% 166.09 160.39
Boeing Company (BA) 0.08 3551 +28.00% 155.73 183.51
iShares S&P; 500 Growth Index (IVW) 0.07 4226 121.86 133.87
Berkshire Hathaway (BRK.B) 0.06 2558 NEW 163.02 0.00
Bristol Myers Squibb (BMY) 0.06 6908 +37.00% 58.48 53.94
Verizon Communications (VZ) 0.06 7668 +17.00% 53.44 46.70
Vanguard Dividend Appreciation ETF (VIG) 0.06 5248 -31.00% 85.18 91.49
Home Depot (HD) 0.05 2522 +35.00% 134.02 153.03
Intuitive Surgical (ISRG) 0.05 541 634.01 827.24
United Technologies Corporation (UTX) 0.05 3638 -12.00% 109.68 116.87
iShares S&P; SmallCap 600 Index (IJR) 0.05 2677 NEW 137.47 70.34
Cisco Systems (CSCO) 0.04 9918 +9.00% 30.23 33.42
Union Pacific Corporation (UNP) 0.04 2769 +4.00% 103.65 110.48
AFLAC Incorporated (AFL) 0.04 4254 69.58 75.01
PG&E; Corporation (PCG) 0.04 5137 60.74 67.66
Southern Company (SO) 0.04 5289 +2.00% 49.16 50.16
iShares Russell 2000 Index (IWM) 0.04 2168 NEW 134.69 140.27
Vanguard Pacific ETF (VPL) 0.04 4427 NEW 58.05 63.76
Berkshire Hathaway (BRK.A) 0.03 1 244000.00 0.00
Clorox Company (CLX) 0.03 1811 +2.00% 119.82 136.15
Oracle Corporation (ORCL) 0.03 5811 +2.00% 38.38 44.72
Intuit (INTU) 0.03 1826 -57.00% 114.46 119.08
iShares Russell 2000 Value Index (IWN) 0.03 1956 -23.00% 119.12 120.22
1/100 Berkshire Htwy Cla 100 0.03 100 2440.00 0.00
Fs Investment Corporation 0.02 13164 NEW 10.33 0.00
Gastar Exploration 0.00 20000 1.55 0.00

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