Sand Hill Advisors

Sand Hill Global Advisors as of March 31, 2018

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 77 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 14.3 $15M 56k 263.14
iShares MSCI EAFE Index Fund (EFA) 8.7 $9.0M 130k 69.68
iShares Russell 1000 Value Index (IWD) 7.3 $7.5M 63k 119.97
iShares Russell 2000 Index (IWM) 7.0 $7.3M 48k 151.83
Vanguard European ETF (VGK) 5.4 $5.6M 96k 58.14
SPDR KBW Regional Banking (KRE) 3.6 $3.7M 62k 60.38
Apple (AAPL) 3.2 $3.3M 20k 167.78
Vanguard Emerging Markets ETF (VWO) 3.2 $3.3M 70k 46.98
Vanguard REIT ETF (VNQ) 3.0 $3.1M 41k 75.48
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 2.8 $2.9M 70k 41.82
Energy Select Sector SPDR (XLE) 2.7 $2.8M 41k 67.42
iShares S&P MidCap 400 Index (IJH) 2.6 $2.7M 14k 187.57
iShares Lehman Aggregate Bond (AGG) 1.8 $1.8M 17k 107.27
Walt Disney Company (DIS) 1.4 $1.4M 14k 100.44
Microsoft Corporation (MSFT) 1.3 $1.3M 14k 91.24
Daily Journal Corporation (DJCO) 1.1 $1.2M 5.2k 228.47
iShares S&P 100 Index (OEF) 1.1 $1.1M 9.7k 115.99
Amazon (AMZN) 1.0 $1.1M 728.00 1446.43
3M Company (MMM) 0.9 $976k 4.4k 219.52
Johnson & Johnson (JNJ) 0.9 $955k 7.5k 128.15
Exxon Mobil Corporation (XOM) 0.9 $947k 13k 74.64
iShares Russell 1000 Index (IWB) 0.9 $943k 6.4k 146.91
Chevron Corporation (CVX) 0.9 $928k 8.1k 114.06
Wells Fargo & Company (WFC) 0.9 $933k 18k 52.43
Costco Wholesale Corporation (COST) 0.9 $923k 4.9k 188.44
NVIDIA Corporation (NVDA) 0.8 $875k 3.8k 231.60
Alphabet Inc Class A cs (GOOGL) 0.8 $800k 771.00 1037.61
Pfizer (PFE) 0.7 $741k 21k 35.47
Intel Corporation (INTC) 0.7 $737k 14k 52.09
Charles Schwab Corporation (SCHW) 0.7 $675k 13k 52.19
Abbott Laboratories (ABT) 0.6 $659k 11k 59.88
At&t (T) 0.6 $668k 19k 35.67
Ecolab (ECL) 0.6 $644k 4.7k 137.11
Boeing Company (BA) 0.6 $633k 1.9k 327.98
Procter & Gamble Company (PG) 0.6 $587k 7.4k 79.29
salesforce (CRM) 0.6 $589k 5.1k 116.24
Starbucks Corporation (SBUX) 0.6 $580k 10k 57.88
Visa (V) 0.6 $568k 4.7k 119.63
V.F. Corporation (VFC) 0.5 $560k 7.6k 74.13
Newell Rubbermaid (NWL) 0.5 $560k 22k 25.48
JPMorgan Chase & Co. (JPM) 0.5 $539k 4.9k 109.89
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.5 $525k 4.5k 117.40
Danaher Corporation (DHR) 0.5 $516k 5.3k 97.93
Cme (CME) 0.5 $496k 3.1k 161.77
Vanguard Dividend Appreciation ETF (VIG) 0.5 $500k 4.9k 101.09
Gilead Sciences (GILD) 0.5 $482k 6.4k 75.35
First Republic Bank/san F (FRCB) 0.5 $481k 5.2k 92.55
Schlumberger (SLB) 0.4 $451k 7.0k 64.76
American Tower Reit (AMT) 0.4 $460k 3.2k 145.48
Mondelez Int (MDLZ) 0.4 $444k 11k 41.71
Abbvie (ABBV) 0.4 $446k 4.7k 94.73
Union Pacific Corporation (UNP) 0.4 $434k 3.2k 134.49
AFLAC Incorporated (AFL) 0.4 $399k 9.1k 43.74
BlackRock (BLK) 0.4 $391k 721.00 542.30
United Parcel Service (UPS) 0.4 $397k 3.8k 104.78
Sherwin-Williams Company (SHW) 0.4 $391k 998.00 391.78
Honeywell International (HON) 0.4 $382k 2.6k 144.37
Deere & Company (DE) 0.4 $373k 2.4k 155.42
Parker-Hannifin Corporation (PH) 0.3 $362k 2.1k 170.84
Rydex S&P Equal Weight ETF 0.3 $365k 3.7k 99.37
Hershey Company (HSY) 0.3 $321k 3.2k 98.98
Alphabet Inc Class C cs (GOOG) 0.3 $318k 308.00 1032.47
Concho Resources 0.3 $308k 2.1k 150.10
Coty Inc Cl A (COTY) 0.3 $312k 17k 18.30
Cisco Systems (CSCO) 0.3 $297k 6.9k 42.95
iShares S&P 500 Index (IVV) 0.3 $297k 1.1k 265.42
Cognizant Technology Solutions (CTSH) 0.3 $268k 3.3k 80.53
Facebook Inc cl a (META) 0.2 $254k 1.6k 159.65
McDonald's Corporation (MCD) 0.2 $235k 1.5k 156.67
SYSCO Corporation (SYY) 0.2 $240k 4.0k 60.00
iShares S&P SmallCap 600 Index (IJR) 0.2 $237k 3.1k 76.92
International Business Machines (IBM) 0.2 $230k 1.5k 153.13
Allergan 0.2 $232k 1.4k 168.24
Berkshire Hathaway (BRK.B) 0.2 $205k 1.0k 199.42
Autodesk (ADSK) 0.2 $202k 1.6k 125.62
Jacobs Engineering 0.2 $200k 3.4k 59.14
Corcept Therapeutics Incorporated (CORT) 0.2 $165k 10k 16.50