SS
Sandy Spring Bank
Diversified strategyHigh-turnover traderContrarian
Total reported value
$2.4B
Reporting period: 2025-03-31 · Number of holdings: 1936
Sandy Spring Bank disclosed 1936 holdings in its latest 13F filing for the period ending 2025-03-31, with total reported value of $2.4B and a quarterly turnover rate of 200.0%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "S"
Personality snowflake
- Concentration
- 7.06
- Portfolio Stability
- 100
- Momentum/Contrarian
- 0
- Sector conviction
- 58.86
- Diversification
- 100
- Sizing Uniformity
- 54.73
Recent moves
New buy IJH
New buy IVV
New buy AAPL
New buy NVDA
New buy MSFT
New buy IJR
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 1217 holdings (of 1936 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.09% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.70% | +5.70% | NEW | |
| 3 | AAPL | Apple INC | Stock-Tech | 4.37% | +4.37% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | +3.26% | NEW | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | +3.17% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.06% | +3.06% | NEW | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.51% | +2.51% | NEW | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.17% | +2.17% | NEW | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.09% | +2.09% | NEW | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.06% | +2.06% | NEW | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.85% | +1.85% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | +1.64% | NEW | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 1.53% | +1.53% | NEW | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.41% | +1.41% | NEW | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +1.35% | NEW | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.24% | +1.24% | NEW | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | +1.08% | NEW | |
| 18 | PANW | Palo Alto Networks INC | Stock-Tech | 1.01% | +1.01% | NEW | |
| 19 | MA | Mastercard INC - A | Stock-Financials | 1.00% | +1.00% | NEW | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | +0.99% | NEW | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.92% | +0.92% | NEW | |
| 22 | WMT | Walmart INC | Stock-Consumer Staples | 0.90% | +0.90% | NEW | |
| 23 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.90% | +0.90% | NEW | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.89% | NEW | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.89% | NEW | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | +0.86% | NEW | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | +0.79% | NEW | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.78% | +0.78% | NEW | |
| 29 | HD | Home Depot INC | Stock-Consumer Disc | 0.70% | +0.70% | NEW | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.68% | NEW | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.66% | +0.66% | NEW | |
| 32 | GS | Goldman Sachs Group INC | Stock-Financials | 0.63% | +0.63% | NEW | |
| 33 | DFAT | Dimensional US Target Value | ETF-Other | 0.63% | +0.63% | NEW | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.62% | NEW | |
| 35 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.61% | +0.61% | NEW | |
| 36 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.60% | +0.60% | NEW | |
| 37 | NEE | Nextera Energy INC | Stock-Utilities | 0.60% | +0.60% | NEW | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.58% | +0.58% | NEW | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | +0.58% | NEW | |
| 40 | BX | Blackstone INC | Stock-Financials | 0.58% | +0.58% | NEW | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.57% | +0.57% | NEW | |
| 42 | AXP | American Express Co | Stock-Financials | 0.56% | +0.56% | NEW | |
| 43 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.56% | +0.56% | NEW | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | +0.55% | NEW | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | +0.55% | NEW | |
| 46 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.54% | +0.54% | NEW | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.53% | +0.53% | NEW | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | +0.47% | NEW | |
| 49 | BLK | Blackrock INC | Stock-Financials | 0.47% | +0.47% | NEW | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | +0.44% | NEW |
1–50 of 1,217
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-03-31 | 1936 | $2.4B | 100 | |
| 2024-12-31 | 1977 | $2.5B | 0 | |
| 2024-09-30 | 1936 | $2.4B | 0 | |
| 2024-06-30 | 2069 | $2.3B | 0 | |
| 2024-03-31 | 1994 | $2.2B | 0 | |
| 2023-12-31 | 1890 | $2.0B | 0 | |
| 2023-09-30 | 1931 | $1.8B | 0 | |
| 2023-06-30 | 1963 | $1.9B | 0 | |
| 2023-03-31 | 1872 | $1.8B | 0 | |
| 2022-12-31 | 1829 | $1.7B | 0 | |
| 2022-09-30 | 1790 | $1.6B | 0 | |
| 2022-06-30 | 1765 | $1.7B | 0 | |
| 2022-03-31 | 1748 | $2.0B | 0 | |
| 2021-12-31 | 1858 | $2.1B | 0 | |
| 2021-09-30 | 1776 | $1.9B | 0 | |
| 2021-06-30 | 1783 | $1.9B | 96 | |
| 2021-03-31 | 1561 | $1.7B | 9 | |
| 2020-12-31 | 1480 | $1.6B | 14 | |
| 2020-09-30 | 1369 | $1.5B | 12 | |
| 2020-06-30 | 1345 | $1.3B | 24 | |
| 2020-03-31 | 1347 | $1.1B | 26 | |
| 2019-12-31 | 1132 | $1.4B | 11 | |
| 2019-09-30 | 1125 | $1.3B | 8 | |
| 2019-06-30 | 1108 | $1.2B | 9 | |
| 2019-03-31 | 1046 | $1.2B | 16 | |
| 2018-12-31 | 1041 | $1.0B | 19 | |
| 2018-09-30 | 1054 | $1.2B | 11 | |
| 2018-06-30 | 1061 | $1.2B | 14 | |
| 2018-03-31 | 1147 | $1.1B | 12 | |
| 2017-12-31 | 1140 | $1.1B | 12 | |
| 2017-09-30 | 1098 | $1.0B | 10 | |
| 2017-06-30 | 1125 | $1.0B | 9 | |
| 2017-03-31 | 1114 | $1.0B | 10 | |
| 2016-12-31 | 1146 | $963.7M | 10 | |
| 2016-09-30 | 1104 | $933.9M | 13 | |
| 2016-06-30 | 1183 | $876.0M | 10 | |
| 2016-03-31 | 1241 | $874.9M | 11 | |
| 2015-12-31 | 1217 | $855.7M | 13 | |
| 2015-09-30 | 1277 | $816.0M | 15 | |
| 2015-06-30 | 1281 | $883.0M | 11 | |
| 2015-03-31 | 1169 | $861.3M | 16 | |
| 2014-12-31 | 1071 | $833.8M | 14 | |
| 2014-09-30 | 1030 | $812.0M | 11 | |
| 2014-06-30 | 1057 | $798.6M | 41 | |
| 2014-03-31 | 949 | $650.3M | 39 | |
| 2013-12-31 | 866 | $709.3M | 16 | |
| 2013-09-30 | 839 | $672.5M | 13 | |
| 2013-06-30 | 831 | $638.8M | 0 |
Holding changes this quarter
Sandy Spring Bank's most significant position changes for 2025-03-31: New buy: Ishares Core S&p Midcap ETF (IJH); New buy: Ishares Core S&p 500 ETF (IVV); New buy: Apple INC (AAPL); New buy: Nvidia CORP (NVDA); New buy: Microsoft CORP (MSFT).
FAQ
What is Sandy Spring Bank and what type of investor is it?
Sandy Spring Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-03-31), the firm manages a tracked equity portfolio valued at approximately $2.4B, spread across 1936 disclosed positions.
What are Sandy Spring Bank's largest equity positions?
Based on the latest 13F filing, Sandy Spring Bank's top holdings by market value are:
1. Ishares Core S&p Midcap ETF (IJH) — $144.9M (6.1%)
2. Ishares Core S&p 500 ETF (IVV) — $135.5M (5.7%)
3. Apple INC (AAPL) — $104.0M (4.4%)
4. Nvidia CORP (NVDA) — $77.5M (3.3%)
5. Microsoft CORP (MSFT) — $75.3M (3.2%)
What changes did Sandy Spring Bank make in its most recent portfolio filing?
In the latest quarter, Sandy Spring Bank was primarily adding exposure — initiating 50 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Ishares Core S&p Midcap ETF (IJH); New buy: Ishares Core S&p 500 ETF (IVV); New buy: Apple INC (AAPL); New buy: Nvidia CORP (NVDA); New buy: Microsoft CORP (MSFT)
What sectors does Sandy Spring Bank focus on?
Sandy Spring Bank is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.2%
• Financials: 18.9%
• Health Care: 11.8%
• Consumer Discretionary: 11.0%
• Communication Services: 10.2%
• Consumer Staples: 6.3%
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