Sand Hill Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by Sand Hill Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 204 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.6 $314M +8% 526k 597.55
 View chart
Ishares Tr Msci Eafe Etf (EFA) 9.9 $293M +4% 3.0M 97.13
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.3 $216M 332k 650.34
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.9 $175M +2% 3.2M 54.05
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $159M +2% 2.3M 67.53
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 5.2 $155M +4% 1.7M 88.70
 View chart
Spdr Series Trust State Street Spd (SPYM) 4.7 $141M +14% 1.8M 76.54
 View chart
Ishares Tr Russell 2000 Etf (IWM) 4.7 $140M 564k 248.00
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 3.3 $98M +70% 1.1M 92.28
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.2 $95M +2% 314k 302.25
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 3.0 $88M +956% 1.3M 68.47
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $76M +5% 1.3M 59.55
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $72M +3% 124k 577.18
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $66M -6% 661k 99.27
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.6 $48M -3% 73k 653.21
 View chart
Apple (AAPL) 1.4 $42M +14% 164k 253.79
 View chart
NVIDIA Corporation (NVDA) 1.2 $36M 209k 174.40
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.0 $29M -8% 101k 287.56
 View chart
Microsoft Corporation (MSFT) 0.9 $28M +14% 76k 370.17
 View chart
Amazon (AMZN) 0.9 $27M 128k 208.27
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $22M 157k 141.42
 View chart
Ishares Tr Esg Aware Msci (ESML) 0.7 $22M 472k 47.02
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $21M 322k 64.08
 View chart
Meta Platforms Cl A (META) 0.7 $19M 34k 572.14
 View chart
JPMorgan Chase & Co. (JPM) 0.6 $19M -15% 66k 294.16
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $18M 185k 94.56
 View chart
Ishares Tr Ultra Short Dur (ICSH) 0.6 $17M -2% 326k 50.62
 View chart
Visa Com Cl A (V) 0.5 $15M 49k 302.24
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $15M -2% 287k 50.61
 View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $14M -3% 289k 49.50
 View chart
Parker-Hannifin Corporation (PH) 0.5 $14M -2% 15k 895.26
 View chart
TJX Companies (TJX) 0.5 $14M 85k 159.70
 View chart
Chevron Corporation (CVX) 0.4 $13M -2% 62k 206.90
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $13M 132k 95.62
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $12M -5% 17.00 718140.00
 View chart
Broadcom (AVGO) 0.4 $12M +7% 39k 309.51
 View chart
Johnson & Johnson (JNJ) 0.4 $12M 49k 244.44
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $11M 140k 78.41
 View chart
Cme (CME) 0.4 $11M 37k 295.35
 View chart
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $10M +12% 209k 47.55
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $9.7M +6% 20k 479.21
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.3 $9.3M 35k 261.92
 View chart
Blackrock (BLK) 0.3 $8.8M 9.2k 961.73
 View chart
Ecolab (ECL) 0.3 $8.5M 32k 266.02
 View chart
Procter & Gamble Company (PG) 0.3 $8.0M +4% 55k 144.44
 View chart
American Electric Power Company (AEP) 0.3 $8.0M 61k 131.08
 View chart
Eli Lilly & Co. (LLY) 0.3 $7.9M +2% 8.6k 919.74
 View chart
Honeywell International 0.3 $7.6M 33k 226.03
 View chart
Stryker Corporation (SYK) 0.3 $7.5M 23k 328.58
 View chart
Waste Management (WM) 0.2 $7.3M 32k 229.79
 View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.2 $7.3M 12k 616.78
 View chart
Autodesk (ADSK) 0.2 $7.3M +3% 30k 239.40
 View chart
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $7.2M 141k 50.84
 View chart
Palo Alto Networks (PANW) 0.2 $6.9M +2% 43k 160.32
 View chart
Tesla Motors (TSLA) 0.2 $6.8M 18k 371.74
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $6.7M 119k 56.79
 View chart
Quanta Services (PWR) 0.2 $6.7M 12k 549.02
 View chart
Doordash Cl A (DASH) 0.2 $6.7M 44k 150.15
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.6M 21k 320.80
 View chart
Cheniere Energy Com New (LNG) 0.2 $6.4M 23k 283.77
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.0M 76k 79.27
 View chart
Eaton Corp SHS (ETN) 0.2 $6.0M +2% 17k 357.66
 View chart
Walt Disney Company (DIS) 0.2 $5.9M 62k 96.38
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $5.8M 42k 138.37
 View chart
Wynn Resorts (WYNN) 0.2 $5.8M +13% 57k 101.55
 View chart
Booking Holdings (BKNG) 0.2 $5.8M 1.4k 4210.34
 View chart
Prologis (PLD) 0.2 $5.6M 42k 132.18
 View chart
Newmont Mining Corporation (NEM) 0.2 $5.4M 50k 108.25
 View chart
Cadence Design Systems (CDNS) 0.2 $5.2M NEW 19k 277.87
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $5.1M +5% 18k 286.86
 View chart
salesforce (CRM) 0.2 $5.1M -8% 27k 186.67
 View chart
Entergy Corporation (ETR) 0.2 $5.0M 44k 112.36
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $4.9M 202k 24.27
 View chart
Netflix (NFLX) 0.2 $4.8M +1023% 50k 96.15
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.7M -3% 104k 45.47
 View chart
Ishares Tr National Mun Etf (MUB) 0.2 $4.7M -4% 45k 106.15
 View chart
Intuit (INTU) 0.2 $4.5M -11% 10k 432.37
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.5M 13k 356.57
 View chart
Snowflake Com Shs (SNOW) 0.1 $4.4M +3% 29k 150.82
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $4.1M -5% 160k 25.64
 View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $4.1M 397k 10.33
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $4.1M 57k 70.91
 View chart
Arthur J. Gallagher & Co. (AJG) 0.1 $4.0M NEW 19k 216.58
 View chart
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $4.0M -7% 70k 56.86
 View chart
Verisk Analytics (VRSK) 0.1 $3.9M 21k 189.75
 View chart
Target Corporation (TGT) 0.1 $3.8M +6% 31k 121.20
 View chart
Cbre Group Cl A (CBRE) 0.1 $3.7M NEW 27k 135.46
 View chart
Costco Wholesale Corporation (COST) 0.1 $3.6M +4% 3.6k 996.48
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.6M 9.6k 370.70
 View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $3.3M -5% 63k 52.19
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $3.0M -2% 123k 24.75
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.8M +23% 6.4k 446.55
 View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 0.1 $2.8M 72k 39.56
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.8M 9.0k 313.81
 View chart
Home Depot (HD) 0.1 $2.7M +30% 8.3k 328.90
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.6M +5% 9.0k 287.18
 View chart
Exxon Mobil Corporation (XOM) 0.1 $2.5M -5% 15k 169.67
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.3M 7.7k 298.85
 View chart
Applied Materials (AMAT) 0.1 $2.1M -7% 6.2k 341.79
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.7M 23k 75.10
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M 7.7k 215.05
 View chart
Progressive Corporation (PGR) 0.1 $1.6M 8.0k 198.24
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $1.6M -12% 11k 146.61
 View chart
Abbvie (ABBV) 0.1 $1.5M -3% 7.0k 217.49
 View chart
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.5M 11k 132.90
 View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $1.3M -2% 14k 95.82
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $1.1M -10% 23k 49.99
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.1M 2.6k 426.40
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.1M +4% 19k 58.54
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.1M 3.5k 318.08
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $1.1M 2.5k 430.29
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $1.0M 26k 38.86
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $997k +142% 2.9k 337.99
 View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $940k 9.5k 99.08
 View chart
Cisco Systems (CSCO) 0.0 $931k -6% 12k 77.59
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $930k 20k 46.74
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $907k 6.2k 146.28
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $881k -70% 4.4k 198.29
 View chart
Ea Series Trust Jlens 500 Jewish (TOV) 0.0 $877k 32k 27.34
 View chart
AFLAC Incorporated (AFL) 0.0 $853k +4% 7.8k 109.71
 View chart
Nu Hldgs Ord Shs Cl A (NU) 0.0 $839k 58k 14.37
 View chart
Lowe's Companies (LOW) 0.0 $822k +4% 3.5k 236.29
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $784k 24k 32.95
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $740k +21% 8.2k 90.53
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $734k +4% 1.5k 499.78
 View chart
Bank Of Montreal Cadcom (BMO) 0.0 $732k +15% 5.4k 135.34
 View chart
Coca-Cola Company (KO) 0.0 $732k +47% 9.6k 76.05
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $707k -30% 25k 27.85
 View chart
International Business Machines (IBM) 0.0 $684k +3% 2.8k 242.41
 View chart
Abbott Laboratories (ABT) 0.0 $653k -88% 6.4k 102.67
 View chart
McDonald's Corporation (MCD) 0.0 $650k +5% 2.1k 310.79
 View chart
Caterpillar (CAT) 0.0 $633k +11% 893.00 708.46
 View chart
Coupang Cl A (CPNG) 0.0 $625k 33k 18.88
 View chart
Raytheon Technologies Corp (RTX) 0.0 $605k -2% 3.1k 192.90
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $584k +7% 7.9k 73.64
 View chart
Ishares Gold Tr Ishares New (IAU) 0.0 $578k 6.6k 88.16
 View chart
Oracle Corporation (ORCL) 0.0 $573k +6% 3.9k 147.10
 View chart
Charles Schwab Corporation (SCHW) 0.0 $568k +3% 6.0k 93.98
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $559k +3% 2.6k 213.71
 View chart
Union Pacific Corporation (UNP) 0.0 $546k +2% 2.3k 242.62
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $527k +8% 1.1k 460.99
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $508k 8.1k 62.45
 View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $490k -11% 18k 27.15
 View chart
Pepsi (PEP) 0.0 $490k 3.2k 155.29
 View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $486k NEW 1.1k 463.19
 View chart
Automatic Data Processing (ADP) 0.0 $473k 2.3k 203.18
 View chart
Danaher Corporation (DHR) 0.0 $471k +7% 2.5k 189.60
 View chart
Spdr Series Trust State Street Spd (SPSM) 0.0 $448k 9.3k 48.32
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $441k 5.6k 78.41
 View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $432k 12k 36.11
 View chart
Ge Aerospace Com New (GE) 0.0 $431k 1.5k 283.82
 View chart
Uber Technologies (UBER) 0.0 $430k 6.0k 71.93
 View chart
Wells Fargo & Company (WFC) 0.0 $426k 5.3k 79.62
 View chart
Ishares Tr Esg Optimized (SUSA) 0.0 $401k 3.0k 132.12
 View chart
Ishares Core Msci Emkt (IEMG) 0.0 $390k +55% 5.6k 69.75
 View chart
3M Company (MMM) 0.0 $389k 2.7k 145.23
 View chart
New York Times Co Mtn Be Cl A (NYT) 0.0 $370k 4.4k 83.73
 View chart
Linde SHS (LIN) 0.0 $369k +5% 744.00 495.76
 View chart
Goldman Sachs (GS) 0.0 $366k +6% 433.00 845.99
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $340k 10k 33.77
 View chart
American Express Company (AXP) 0.0 $331k +12% 1.1k 302.48
 View chart
Wal-Mart Stores (WMT) 0.0 $331k NEW 2.7k 124.28
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $327k -4% 469.00 697.72
 View chart
Philip Morris International (PM) 0.0 $324k +5% 2.0k 165.30
 View chart
S&p Global (SPGI) 0.0 $320k +16% 753.00 425.34
 View chart
Ge Vernova (GEV) 0.0 $318k 365.00 872.33
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $313k +10% 1.3k 237.62
 View chart
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $301k NEW 228.00 1320.83
 View chart
Nextera Energy (NEE) 0.0 $297k +2% 3.2k 92.87
 View chart
Merck & Co (MRK) 0.0 $295k +6% 2.4k 120.27
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $290k -2% 13k 22.91
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $289k 2.3k 124.31
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $274k +20% 1.8k 151.41
 View chart
Fastenal Company (FAST) 0.0 $271k +3% 5.8k 46.40
 View chart
Amgen (AMGN) 0.0 $268k -7% 762.00 351.85
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $266k 2.8k 93.93
 View chart
Thermo Fisher Scientific (TMO) 0.0 $266k +6% 541.00 491.48
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $265k 2.2k 118.45
 View chart
Bank of America Corporation (BAC) 0.0 $264k +23% 5.4k 48.75
 View chart
Maplebear (CART) 0.0 $261k 7.0k 37.46
 View chart
Jacobs Engineering Group (J) 0.0 $255k -2% 2.0k 127.28
 View chart
Texas Instruments Incorporated (TXN) 0.0 $253k +5% 1.3k 194.14
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $251k NEW 2.1k 118.62
 View chart
Northrop Grumman Corporation (NOC) 0.0 $248k NEW 363.00 682.24
 View chart
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $245k -5% 7.6k 32.43
 View chart
ConocoPhillips (COP) 0.0 $239k NEW 1.8k 131.98
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $236k 3.1k 77.11
 View chart
Morgan Stanley Com New (MS) 0.0 $233k NEW 1.4k 164.57
 View chart
Starbucks Corporation (SBUX) 0.0 $232k -4% 2.6k 89.60
 View chart
Coursera (COUR) 0.0 $231k 40k 5.82
 View chart
First Tr Exchange-traded A Com Shs (FEX) 0.0 $222k -7% 1.8k 121.93
 View chart
Kkr & Co (KKR) 0.0 $220k 2.4k 92.50
 View chart
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $220k 4.1k 53.84
 View chart
Realty Income (O) 0.0 $220k NEW 3.6k 61.18
 View chart
Amphenol Corp Cl A (APH) 0.0 $215k NEW 1.7k 126.35
 View chart
Duke Energy Corp Com New (DUK) 0.0 $211k NEW 1.6k 130.93
 View chart
Hologic 0.0 $208k 2.7k 75.59
 View chart
Apollo Global Mgmt (APO) 0.0 $207k -6% 1.9k 111.44
 View chart
Moody's Corporation (MCO) 0.0 $206k +15% 471.00 436.25
 View chart
Hercules Technology Growth Capital (HTGC) 0.0 $204k 14k 14.77
 View chart
Bristol Myers Squibb (BMY) 0.0 $203k NEW 3.4k 60.65
 View chart
Nike CL B (NKE) 0.0 $200k NEW 3.8k 52.83
 View chart
Expensify Com Cl A (EXFY) 0.0 $18k 20k 0.87
 View chart
Pmv Pharmaceuticals (PMVP) 0.0 $16k NEW 13k 1.24
 View chart

Past Filings by Sand Hill Global Advisors

SEC 13F filings are viewable for Sand Hill Global Advisors going back to 2010

View all past filings