Sand Hill Advisors

Sand Hill Global Advisors as of Dec. 31, 2013

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 77 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares MSCI EAFE Index Fund (EFA) 14.3 $67M 1.0M 67.10
Spdr S&p 500 Etf (SPY) 11.7 $55M 298k 184.69
iShares Russell 1000 Growth Index (IWF) 11.3 $53M 619k 85.95
iShares S&P MidCap 400 Index (IJH) 6.2 $29M 220k 133.81
iShares S&P 100 Index (OEF) 6.1 $29M 349k 82.35
Technology SPDR (XLK) 5.2 $24M 679k 35.74
Vanguard Emerging Markets ETF (VWO) 4.7 $22M 534k 41.14
Facebook Inc cl a (META) 1.9 $8.7M 160k 54.65
SPDR S&P MidCap 400 ETF (MDY) 1.6 $7.5M 31k 244.21
Apple (AAPL) 1.5 $6.9M 12k 561.01
Google 1.4 $6.8M 6.1k 1120.67
iShares S&P 500 Index (IVV) 1.4 $6.5M 35k 185.66
Exxon Mobil Corporation (XOM) 1.3 $6.0M 59k 101.20
Chevron Corporation (CVX) 1.1 $5.1M 41k 124.91
Procter & Gamble Company (PG) 1.0 $4.7M 58k 81.40
Johnson & Johnson (JNJ) 1.0 $4.7M 52k 91.60
Nike (NKE) 1.0 $4.7M 59k 78.64
Wells Fargo & Company (WFC) 1.0 $4.6M 102k 45.40
International Business Machines (IBM) 1.0 $4.6M 24k 187.59
General Electric Company 0.9 $4.4M 158k 28.03
Intel Corporation (INTC) 0.9 $4.3M 167k 25.95
Amazon (AMZN) 0.9 $4.2M 11k 398.83
Charles Schwab Corporation (SCHW) 0.9 $4.1M 157k 26.00
Cardinal Health (CAH) 0.8 $3.9M 59k 66.81
Qualcomm (QCOM) 0.8 $4.0M 54k 74.26
Walt Disney Company (DIS) 0.8 $3.9M 51k 76.40
Visa (V) 0.8 $3.9M 18k 222.68
3M Company (MMM) 0.8 $3.7M 27k 140.25
E.I. du Pont de Nemours & Company 0.8 $3.6M 56k 64.97
At&t (T) 0.8 $3.6M 101k 35.16
United Parcel Service (UPS) 0.8 $3.5M 34k 105.07
Starwood Hotels & Resorts Worldwide 0.8 $3.5M 44k 79.44
JPMorgan Chase & Co. (JPM) 0.7 $3.4M 59k 58.48
Pfizer (PFE) 0.7 $3.4M 111k 30.63
EMC Corporation 0.7 $3.3M 132k 25.15
Cme (CME) 0.7 $3.3M 42k 78.45
Coca-Cola Company (KO) 0.7 $3.3M 80k 41.31
iShares S&P MidCap 400 Growth (IJK) 0.7 $3.3M 22k 150.20
Schlumberger (SLB) 0.7 $3.1M 35k 90.11
Caterpillar (CAT) 0.7 $3.1M 34k 90.82
Campbell Soup Company (CPB) 0.7 $3.0M 70k 43.28
Berkshire Hathaway (BRK.A) 0.6 $3.0M 17.00 177882.35
First Republic Bank/san F (FRCB) 0.6 $3.0M 56k 52.35
BHP Billiton (BHP) 0.6 $2.8M 42k 68.21
Target Corporation (TGT) 0.6 $2.7M 42k 63.27
Microsoft Corporation (MSFT) 0.5 $2.5M 67k 37.40
Hershey Company (HSY) 0.5 $2.5M 26k 97.22
iShares Russell 2000 Growth Index (IWO) 0.5 $2.4M 18k 135.50
National-Oilwell Var 0.5 $2.3M 29k 79.55
Cummins (CMI) 0.5 $2.3M 16k 140.97
Daily Journal Corporation (DJCO) 0.5 $2.2M 12k 191.89
Abbott Laboratories (ABT) 0.4 $1.8M 47k 38.33
Cisco Systems (CSCO) 0.3 $1.6M 72k 22.43
Texas Instruments Incorporated (TXN) 0.3 $1.6M 36k 43.90
Vanguard Total Stock Market ETF (VTI) 0.3 $1.3M 13k 95.94
Health Care SPDR (XLV) 0.3 $1.2M 22k 55.43
Vanguard Pacific ETF (VPL) 0.2 $933k 15k 61.28
Costco Wholesale Corporation (COST) 0.1 $661k 5.6k 119.06
iShares S&P 500 Growth Index (IVW) 0.1 $669k 6.8k 98.80
McDonald's Corporation (MCD) 0.1 $518k 5.3k 97.11
United Technologies Corporation 0.1 $453k 4.0k 113.82
Boeing Company (BA) 0.1 $401k 2.9k 136.58
Verizon Communications (VZ) 0.1 $425k 8.6k 49.16
Whole Foods Market 0.1 $327k 5.7k 57.74
Intuit (INTU) 0.1 $347k 4.6k 76.21
AFLAC Incorporated (AFL) 0.1 $267k 4.0k 66.75
Southern Company (SO) 0.1 $300k 7.3k 41.17
American Express Company (AXP) 0.1 $214k 2.4k 90.60
Union Pacific Corporation (UNP) 0.1 $230k 1.4k 167.88
Intuitive Surgical (ISRG) 0.1 $250k 650.00 384.62
PG&E Corporation (PCG) 0.1 $235k 5.8k 40.25
Clorox Company (CLX) 0.1 $220k 2.4k 92.98
Baidu (BIDU) 0.1 $239k 1.3k 177.70
iShares Russell 2000 Value Index (IWN) 0.1 $253k 2.5k 99.41
Pokertek 0.0 $72k 75k 0.96
BANCSHARES INC MD Northwest *w exp 99/99/999 0.0 $35k 13k 2.80
Kinder Morgan Management 0.0 $0 523k 0.00