Sand Hill Advisors

Sand Hill Global Advisors as of Sept. 30, 2013

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 74 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares MSCI EAFE Index Fund (EFA) 14.9 $87M 1.4M 63.80
Spdr S&p 500 Etf (SPY) 11.7 $68M 406k 168.01
iShares Russell 1000 Growth Index (IWF) 11.7 $68M 865k 78.20
iShares S&P 100 Index (OEF) 6.5 $38M 504k 74.84
iShares S&P MidCap 400 Index (IJH) 6.1 $36M 286k 124.14
Technology SPDR (XLK) 5.4 $31M 975k 32.04
Vanguard Emerging Markets ETF (VWO) 4.9 $29M 711k 40.13
SPDR S&P MidCap 400 ETF (MDY) 2.0 $12M 51k 226.33
iShares S&P 500 Index (IVV) 1.9 $11M 67k 168.90
Facebook Inc cl a (META) 1.6 $9.0M 180k 50.23
Apple (AAPL) 1.3 $7.7M 16k 476.78
Google 1.2 $6.9M 7.9k 875.96
Exxon Mobil Corporation (XOM) 1.1 $6.4M 75k 86.04
Chevron Corporation (CVX) 1.0 $6.0M 49k 121.50
Nike (NKE) 1.0 $5.9M 81k 72.64
Procter & Gamble Company (PG) 1.0 $5.6M 74k 75.59
Johnson & Johnson (JNJ) 1.0 $5.6M 64k 86.70
International Business Machines (IBM) 1.0 $5.5M 30k 185.18
Wells Fargo & Company (WFC) 0.9 $5.3M 129k 41.32
Intel Corporation (INTC) 0.9 $5.0M 218k 22.92
General Electric Company 0.8 $4.9M 207k 23.89
Walt Disney Company (DIS) 0.8 $4.7M 74k 64.49
Qualcomm (QCOM) 0.8 $4.7M 70k 67.32
Visa (V) 0.8 $4.7M 24k 191.10
Charles Schwab Corporation (SCHW) 0.8 $4.6M 217k 21.14
EMC Corporation 0.8 $4.5M 176k 25.56
Amazon (AMZN) 0.8 $4.5M 14k 312.65
3M Company (MMM) 0.7 $4.3M 36k 119.41
At&t (T) 0.7 $4.3M 127k 33.82
E.I. du Pont de Nemours & Company 0.7 $4.3M 73k 58.55
Cme (CME) 0.7 $4.2M 57k 73.88
Cardinal Health (CAH) 0.7 $4.2M 80k 52.15
Pfizer (PFE) 0.7 $4.1M 143k 28.73
United Parcel Service (UPS) 0.7 $4.1M 45k 91.36
Schlumberger (SLB) 0.7 $4.1M 47k 88.36
Coca-Cola Company (KO) 0.7 $4.0M 106k 37.88
Starwood Hotels & Resorts Worldwide 0.7 $4.0M 60k 66.45
iShares Russell 2000 Growth Index (IWO) 0.7 $4.0M 31k 125.85
JPMorgan Chase & Co. (JPM) 0.7 $3.9M 75k 51.68
iShares S&P MidCap 400 Growth (IJK) 0.7 $3.9M 28k 139.12
Caterpillar (CAT) 0.7 $3.8M 45k 83.39
Campbell Soup Company (CPB) 0.7 $3.8M 93k 40.71
Target Corporation (TGT) 0.6 $3.6M 57k 63.98
BHP Billiton (BHP) 0.6 $3.6M 55k 66.50
First Republic Bank/san F (FRCB) 0.6 $3.5M 75k 46.63
Hershey Company (HSY) 0.6 $3.2M 35k 92.49
National-Oilwell Var 0.5 $3.0M 39k 78.10
Microsoft Corporation (MSFT) 0.5 $3.0M 90k 33.28
Cummins (CMI) 0.5 $2.8M 21k 132.88
Abbott Laboratories (ABT) 0.3 $2.0M 61k 33.19
Cisco Systems (CSCO) 0.3 $1.8M 77k 23.43
Daily Journal Corporation (DJCO) 0.3 $1.7M 12k 147.03
Texas Instruments Incorporated (TXN) 0.3 $1.6M 40k 40.30
Health Care SPDR (XLV) 0.2 $1.1M 22k 50.58
Vanguard Total Stock Market ETF (VTI) 0.2 $1.0M 12k 87.62
Vanguard Pacific ETF (VPL) 0.2 $983k 16k 60.71
Fiserv (FI) 0.1 $702k 6.9k 101.11
Costco Wholesale Corporation (COST) 0.1 $628k 5.5k 115.19
Baidu (BIDU) 0.1 $557k 3.6k 155.15
iShares S&P 500 Growth Index (IVW) 0.1 $605k 6.8k 89.35
McDonald's Corporation (MCD) 0.1 $508k 5.3k 96.23
United Technologies Corporation 0.1 $509k 4.7k 107.88
Verizon Communications (VZ) 0.1 $401k 8.6k 46.70
Whole Foods Market 0.1 $428k 7.3k 58.51
Southern Company (SO) 0.1 $295k 7.2k 41.19
AFLAC Incorporated (AFL) 0.0 $248k 4.0k 62.00
Boeing Company (BA) 0.0 $235k 2.0k 117.50
Intuitive Surgical (ISRG) 0.0 $245k 650.00 376.92
PG&E Corporation (PCG) 0.0 $239k 5.8k 40.94
Intuit (INTU) 0.0 $212k 3.2k 66.46
iShares Russell 2000 Value Index (IWN) 0.0 $233k 2.5k 91.55
Union Pacific Corporation (UNP) 0.0 $201k 1.3k 155.21
Gastar Exploration 0.0 $158k 40k 3.95
Kinder Morgan Management 0.0 $0 514k 0.00