SH
Sand Hill Global Advisors, LLC's 13F Portfolio ($3.3B, Q2 2026)
Sand Hill Global Advisors, LLCCIK: 0001009209
Diversified strategyMomentum followerLong-term holder
Total reported value
$3.3B
Reporting period: 2026-06-30 · Number of holdings: 214
Sand Hill Global Advisors, LLC disclosed 214 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.3B and a quarterly turnover rate of 16.3%.
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Personality snowflake
- Concentration
- 17.24
- Portfolio Stability
- 16.32
- Momentum
- 100
- Sector conviction
- 55.42
- Diversification
- 100
- Sizing Uniformity
- 71.26
Sand Hill Global Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.043 — mathematically equivalent to about 23 equally-sized positions, well below its 214 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.87), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 18% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd EEM
+977.8% $80.8M
Trim VWO
-25.1% -$30.1M
Trim IJH
-22.9% -$19.0M
Trim EFA
-0.8% $17.9M
Add UNP
+2011.4% $12.4M
Trim IWM
-14.6% $4.8M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.65% | +0.08% | -2.09% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 9.37% | -0.50% | -0.81% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.27% | — | -2.61% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.09% | -0.11% | +0.75% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.79% | +0.04% | -1.69% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.36% | -0.34% | -14.61% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.35% | -1.52% | -25.06% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.21% | -1.13% | -22.90% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.45% | +0.14% | +16.79% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.27% | +0.07% | -5.50% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.96% | -0.01% | +0.08% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.64% | +2.41% | +977.79% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.60% | +0.18% | -5.60% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.42% | -0.13% | +7.06% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.15% | -0.06% | +9.41% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -0.04% | -5.22% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.06% | +2.46% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.03% | -0.82% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.11% | -0.22% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.03% | +0.15% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.06% | +4.34% | |
| 22 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.77% | +0.02% | -3.25% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.76% | +0.01% | -1.52% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.73% | +0.17% | +47.37% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.02% | -2.42% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.66% | +0.17% | +50.41% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | — | -0.23% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.08% | -0.70% | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.56% | -0.03% | -2.40% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.02% | +1.11% | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.46% | -0.02% | +7.19% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.03% | -0.34% | |
| 33 | PH | Parker Hannifin CORP | Stock-Industrials | 0.44% | -0.02% | -0.79% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.44% | +0.21% | -0.22% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.41% | -0.01% | +0.72% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | +0.37% | +2011.38% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.03% | — | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.38% | -0.07% | -1.14% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.03% | -1.55% | |
| 40 | SNOW | Snowflake Inc | Stock-Tech | 0.34% | +0.19% | +53.03% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.33% | -0.04% | -0.08% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.32% | +0.01% | -1.84% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.05% | +1.82% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.31% | +0.30% | +2155.26% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.13% | -3.37% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.03% | -3.15% | |
| 47 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.28% | -0.05% | -5.45% | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.27% | -0.01% | -0.49% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.26% | -0.04% | -0.08% | |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.25% | -0.02% | -1.10% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+17.2%
- Stdev
- +11.3%
- Beta
- +0.85
- Alpha
- -0.8%
- Max Drawdown
- -5.5%
- Annualized Perf
- +16.6%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +2.8
- Stutzer
- +0.42
- Treynor
- +0.19
- Sterling
- +1.12
- Calmar
- +3.02
- Information Ratio
- -1.15
- Tracking Error
- +3.4%
- Stdev Down
- +5.7%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +29.1%
- Worst 12 Months
- +5.7%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.42
- Stdev Sectors
- +9.2%
- Skewness
- -0.05
- Kurtosis
- -0.16
- Upside Potential
- +4.35
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 214 | $3.3B | 16 | ||
| 2026 Q1 | 204 | $3.0B | 12 | ||
| 2025 Q4 | 207 | $2.9B | 6 | ||
| 2025 Q3 | 199 | $2.8B | 25 | ||
| 2025 Q2 | 202 | $2.7B | 0 | ||
| 2025 Q1 | 194 | $2.4B | 100 | ||
| 2024 Q4 | 188 | $2.4B | 0 | ||
| 2024 Q3 | 195 | $2.4B | 0 | ||
| 2024 Q2 | 189 | $2.2B | 0 | ||
| 2024 Q1 | 163 | $2.1B | 0 | ||
| 2023 Q4 | 162 | $2.1B | 0 | ||
| 2023 Q3 | 153 | $1.8B | 0 | ||
| 2023 Q2 | 153 | $2.0B | 0 | ||
| 2023 Q1 | 155 | $1.9B | 0 | ||
| 2022 Q4 | 160 | $1.8B | 0 | ||
| 2022 Q3 | 155 | $1.6B | 0 | ||
| 2022 Q2 | 154 | $1.8B | 0 | ||
| 2022 Q1 | 151 | $1.8B | 0 | ||
| 2021 Q4 | 177 | $1.8B | 0 | ||
| 2021 Q3 | 175 | $1.6B | 0 | ||
| 2021 Q2 | 160 | $1.6B | 97 | ||
| 2021 Q1 | 140 | $1.5B | 11 | ||
| 2020 Q4 | 139 | $1.5B | 16 | ||
| 2020 Q3 | 131 | $1.3B | 14 | ||
| 2020 Q2 | 126 | $1.3B | 26 | ||
| 2020 Q1 | 118 | $1.1B | 24 | ||
| 2019 Q4 | 135 | $1.1B | 34 | ||
| 2019 Q3 | 128 | $1.1B | 26 | ||
| 2019 Q2 | 103 | $974.9M | 8 | ||
| 2019 Q1 | 103 | $979.6M | 39 | ||
| 2018 Q4 | 101 | $929.3M | 26 | ||
| 2018 Q3 | 100 | $1.0B | 7 | ||
| 2018 Q2 | 114 | $1.0B | 100 | ||
| 2018 Q1 | 79 | $103.6M | 100 | ||
| 2017 Q4 | 110 | $1.0B | 9 | ||
| 2017 Q3 | 117 | $937.6M | 22 | ||
| 2017 Q2 | 115 | $877.9M | 38 | ||
| 2017 Q1 | 109 | $772.8M | 31 | ||
| 2016 Q4 | 103 | $727.7M | 14 | ||
| 2016 Q3 | 96 | $655.9M | 12 | ||
| 2016 Q2 | 96 | $635.3M | 27 | ||
| 2016 Q1 | 96 | $658.2M | 11 | ||
| 2015 Q4 | 96 | $622.7M | 31 | ||
| 2015 Q3 | 99 | $625.3M | 16 | ||
| 2015 Q2 | 96 | $615.2M | 4 | ||
| 2015 Q1 | 94 | $614.0M | 17 | ||
| 2014 Q4 | 98 | $583.4M | 19 | ||
| 2014 Q3 | 96 | $601.2M | 29 | ||
| 2014 Q2 | 81 | $530.6M | 11 | ||
| 2014 Q1 | 76 | $494.2M | 8 | ||
| 2013 Q4 | 77 | $470.8M | 23 | ||
| 2013 Q3 | 74 | $580.3M | 48 | ||
| 2013 Q2 | 74 | $362.8M | 0 |
Holding changes this quarter
Sand Hill Global Advisors, LLC's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); Sold out: Intuit Inc (INTU); New buy: ; New buy: ; New buy: Western Digital CORP (WDC).
Showing top 200 changes by size (of 226 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +2.4% | +977.79% | Add |
| 2 | UNP | Union Pacific CORP | +0.4% | +2011.38% | Add |
| 3 | ASML | ASML Holding N.V. | +0.3% | +2155.26% | Add |
| 4 | RTX | Rtx CORP | +0.2% | +1220.95% | Add |
| 5 | PANW | Palo Alto Networks Inc | +0.2% | -0.22% | Trim |
| 6 | SNOW | Snowflake Inc | +0.2% | +53.03% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -5.60% | Trim |
| 8 | ICSH | Ishares Ultra Short Duration | +0.2% | +47.37% | Add |
| 9 | JPST | Jpmorgan Ultra-short Income | +0.2% | +50.41% | Add |
| 10 | BOND | Pimco Active Bond Exchange-t | +0.1% | +16.79% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.22% | Trim |
| 12 | ✓ | +0.1% | NEW | New buy | |
| 13 | ✓ | +0.1% | NEW | New buy | |
| 14 | AMAT | Applied Materials Inc | +0.1% | +20.09% | Add |
| 15 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | -2.09% | Trim |
| 17 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 18 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -5.50% | Trim |
| 19 | AEHR | Aehr Test Systems | +0.1% | NEW | New buy |
| 20 | AAPL | Apple Inc | +0.1% | +2.46% | Add |
| 21 | ORCL | Oracle CORP | +0.1% | +367.03% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +1.82% | Add |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -1.69% | Trim |
| 24 | CDNS | Cadence Design Sys Inc | 0% | -1.12% | Trim |
| 25 | P | Everpure Inc-a | 0% | NEW | New buy |
| 26 | MCD | Mcdonald's CORP | 0% | +232.04% | Add |
| 27 | YUM | Yum! Brands Inc | 0% | NEW | New buy |
| 28 | NVDA | Nvidia CORP | 0% | -0.82% | Trim |
| 29 | AMZN | Amazon.com Inc | 0% | +0.15% | Add |
| 30 | AVGO | Broadcom Inc | 0% | -0.34% | Trim |
| 31 | DASH | Doordash Inc - A | 0% | — | Unchanged |
| 32 | XLK | Ss Technology Select Sector | 0% | +24.64% | Add |
| 33 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 34 | ESML | Ishares Esg Aware Msci USA S | 0% | -3.25% | Trim |
| 35 | V | Visa Inc-class A Shares | 0% | +1.11% | Add |
| 36 | ETN | Eaton Corporation plc | 0% | +0.26% | Add |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -1.17% | Trim |
| 38 | IWO | Ishares Russell 2000 Growth | 0% | +0.31% | Add |
| 39 | WAL | Western Alliance Bancorp | 0% | NEW | New buy |
| 40 | ESGU | Ishares Esg Aware Msci USA | 0% | -1.52% | Trim |
| 41 | PWR | Quanta Services Inc | 0% | -8.96% | Trim |
| 42 | VB | Vanguard Small-cap ETF | 0% | -1.84% | Trim |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.52% | Trim |
| 44 | IWB | Ishares Russell 1000 ETF | 0% | +3.93% | Add |
| 45 | QQMG | Invesco Esg Nasdaq 100 | 0% | -2.53% | Trim |
| 46 | CSCO | Cisco Systems Inc | 0% | +6.10% | Add |
| 47 | INTC | Intel CORP | 0% | NEW | New buy |
| 48 | OTIS | Otis Worldwide CORP | 0% | NEW | New buy |
| 49 | WFC | Wells Fargo & Co | 0% | +81.15% | Add |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | -3.22% | Trim |
1–50 of 200
Filing History
FAQ
What is Sand Hill Global Advisors, LLC and what type of investor is it?
Sand Hill Global Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $3.3B, spread across 214 disclosed positions.
What are Sand Hill Global Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Sand Hill Global Advisors, LLC's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $353.7M (10.7%)
2. Ishares Msci Eafe ETF (EFA) — $311.2M (9.4%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $241.6M (7.3%)
4. Vanguard Real Estate ETF (VNQ) — $169.2M (5.1%)
5. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $159.2M (4.8%)
What changes did Sand Hill Global Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Sand Hill Global Advisors, LLC made 174 notable position adjustments: 22 new positions were initiated, 57 existing holdings were added to, 83 positions were partially reduced, and 12 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); Sold out: Intuit Inc (INTU); New buy: ; New buy: ; New buy: Western Digital CORP (WDC)
What sectors does Sand Hill Global Advisors, LLC focus on?
Sand Hill Global Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.7%
• Consumer Discretionary: 13.6%
• Communication Services: 11.8%
• Financials: 11.4%
• Industrials: 11.2%
• Health Care: 6.1%
Investment Profile
Sand Hill Global Advisors, LLC returned an annualized 16.6% over the trailing 36 months — underperforming the S&P 500 by 0.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.85 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 34.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 16 over the past 4 quarters — a shift toward more active trading.
It has added to its ACWX position over the past two quarters (+$90.1M, now $98.3M), while trimming ABT over the same stretch (-$6.7M, still holding $532.2K).
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Developer Access
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REST API
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