Sand Hill Advisors

Sand Hill Global Advisors as of Dec. 31, 2014

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 84 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 13.3 $78M 377k 205.54
iShares Russell 1000 Growth Index (IWF) 10.8 $63M 659k 95.61
Vanguard Emerging Markets ETF (VWO) 7.2 $42M 1.1M 40.02
iShares S&P 100 Index (OEF) 6.0 $35M 388k 90.94
iShares S&P MidCap 400 Index (IJH) 6.0 $35M 243k 144.80
Db-x Msci Eafe Currency-hedged (DBEF) 5.3 $31M 1.1M 27.00
Technology SPDR (XLK) 5.0 $29M 707k 41.35
iShares MSCI EAFE Index Fund (EFA) 5.0 $29M 480k 60.84
Vanguard European ETF (VGK) 4.0 $23M 447k 52.41
iShares S&P 500 Index (IVV) 1.9 $11M 54k 206.88
Facebook Inc cl a (META) 1.7 $10M 129k 78.02
Apple (AAPL) 1.4 $8.2M 74k 110.38
SPDR S&P MidCap 400 ETF (MDY) 1.3 $7.7M 29k 263.98
Exxon Mobil Corporation (XOM) 1.0 $5.8M 63k 92.45
Procter & Gamble Company (PG) 1.0 $5.8M 64k 91.09
Wells Fargo & Company (WFC) 0.9 $5.6M 102k 54.82
Johnson & Johnson (JNJ) 0.9 $5.4M 52k 104.58
Amazon (AMZN) 0.9 $5.4M 17k 310.32
Walt Disney Company (DIS) 0.8 $4.9M 52k 94.20
Charles Schwab Corporation (SCHW) 0.8 $4.8M 158k 30.19
Chevron Corporation (CVX) 0.8 $4.8M 43k 112.17
Visa (V) 0.8 $4.8M 18k 262.20
3M Company (MMM) 0.8 $4.4M 27k 164.34
General Electric Company 0.7 $4.3M 172k 25.27
E.I. du Pont de Nemours & Company 0.7 $4.3M 59k 73.95
Nike (NKE) 0.7 $4.3M 44k 96.15
Qualcomm (QCOM) 0.7 $4.2M 56k 74.32
EMC Corporation 0.7 $4.2M 140k 29.74
United Parcel Service (UPS) 0.7 $4.1M 37k 111.17
Intel Corporation (INTC) 0.7 $4.1M 113k 36.29
Mead Johnson Nutrition 0.7 $4.1M 41k 100.54
JPMorgan Chase & Co. (JPM) 0.7 $4.0M 64k 62.58
Cme (CME) 0.7 $3.9M 44k 88.66
Starwood Hotels & Resorts Worldwide 0.7 $3.8M 47k 81.08
iShares S&P MidCap 400 Growth (IJK) 0.7 $3.8M 24k 159.67
Linkedin Corp 0.7 $3.8M 16k 229.74
Coca-Cola Company (KO) 0.6 $3.7M 88k 42.23
Pfizer (PFE) 0.6 $3.7M 120k 31.15
Gilead Sciences (GILD) 0.6 $3.7M 39k 94.26
At&t (T) 0.6 $3.7M 110k 33.59
Target Corporation (TGT) 0.6 $3.7M 48k 75.92
Google 0.6 $3.7M 6.9k 530.62
Microsoft Corporation (MSFT) 0.6 $3.4M 73k 46.45
Caterpillar (CAT) 0.6 $3.3M 36k 91.52
First Republic Bank/san F (FRCB) 0.6 $3.2M 62k 52.11
Abbott Laboratories (ABT) 0.5 $3.1M 69k 45.01
Schlumberger (SLB) 0.5 $3.1M 36k 85.40
Cardinal Health (CAH) 0.5 $3.0M 38k 80.74
Daily Journal Corporation (DJCO) 0.5 $3.1M 12k 263.04
Hershey Company (HSY) 0.5 $3.0M 29k 103.92
Google Inc Class C 0.5 $2.8M 5.4k 526.43
Cummins (CMI) 0.4 $2.5M 18k 144.18
iShares Russell 2000 Growth Index (IWO) 0.4 $2.5M 18k 142.37
Twitter 0.4 $2.5M 70k 35.87
National-Oilwell Var 0.4 $2.1M 32k 65.53
Berkshire Hathaway (BRK.A) 0.3 $2.0M 9.00 226000.00
Vanguard Total Stock Market ETF (VTI) 0.3 $2.0M 18k 106.01
Health Care SPDR (XLV) 0.3 $1.7M 25k 68.39
Texas Instruments Incorporated (TXN) 0.2 $1.3M 24k 53.49
Costco Wholesale Corporation (COST) 0.1 $864k 6.1k 141.71
International Business Machines (IBM) 0.1 $896k 5.6k 160.49
Vanguard Pacific ETF (VPL) 0.1 $749k 13k 56.85
iShares S&P 500 Growth Index (IVW) 0.1 $651k 5.8k 111.55
McDonald's Corporation (MCD) 0.1 $492k 5.3k 93.64
Boeing Company (BA) 0.1 $471k 3.6k 130.07
Verizon Communications (VZ) 0.1 $422k 9.0k 46.83
United Technologies Corporation 0.1 $429k 3.7k 114.92
Intuit (INTU) 0.1 $408k 4.4k 92.14
Intuitive Surgical (ISRG) 0.1 $344k 650.00 529.23
PG&E Corporation (PCG) 0.1 $339k 6.4k 53.25
Southern Company (SO) 0.1 $352k 7.2k 49.15
iShares MSCI Emerging Markets Indx (EEM) 0.1 $315k 8.0k 39.24
Cisco Systems (CSCO) 0.1 $306k 11k 27.82
Union Pacific Corporation (UNP) 0.1 $290k 2.4k 118.95
iShares Russell 2000 Value Index (IWN) 0.1 $263k 2.6k 101.74
Wisdomtree Tr intl hedge eqt (HEDJ) 0.1 $265k 4.8k 55.70
American Express Company (AXP) 0.0 $215k 2.3k 93.11
AFLAC Incorporated (AFL) 0.0 $246k 4.0k 60.98
Allergan 0.0 $254k 1.2k 212.20
Clorox Company (CLX) 0.0 $240k 2.3k 104.03
SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $229k 1.3k 178.07
Bank of America Corporation (BAC) 0.0 $191k 11k 17.92
Oracle Corporation (ORCL) 0.0 $201k 4.5k 44.97
Gastar Exploration 0.0 $48k 20k 2.40