CIK: 0001009209
Total reported value
$3.0B
Reporting period: 2026-03-31 · Number of holdings: 204
Sand Hill Global Advisors, LLC disclosed 204 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.0B and a quarterly turnover rate of 12.2%.
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Sand Hill Global Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.046 — mathematically equivalent to about 22 equally-sized positions, well below its 204 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 2.90), 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.
Add ACWX
+956.2% $80.2M
Add BOND
+70.6% $40.2M
Trim SPY
-0.9% -$12.5M
Trim AGG
-6.4% -$4.9M
Add SPYM
+14.2% $11.6M
Trim ABT
-89.0% -$6.6M
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.57% | -0.05% | +8.34% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 9.87% | +0.16% | +4.25% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.27% | -0.71% | -0.90% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.87% | -0.01% | +2.97% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.34% | +0.08% | +2.89% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.20% | +0.06% | +4.71% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | +0.23% | +14.24% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.71% | -0.14% | +0.17% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.31% | +1.28% | +70.55% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.20% | -0.03% | +2.63% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.97% | +2.68% | +956.18% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.55% | +0.03% | +5.38% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.42% | -0.16% | +3.46% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.21% | -0.25% | -6.42% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.20% | -3.46% | |
| 16 | AAPL | Apple INC | Stock-Tech | 1.40% | +0.04% | +14.27% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.11% | +1.98% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | -0.23% | -8.25% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.17% | +14.66% | |
| 20 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.89% | -0.12% | +1.84% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.75% | — | +1.48% | |
| 22 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.75% | — | -0.46% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | — | -1.51% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.13% | +0.23% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.22% | -15.19% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.59% | — | +0.67% | |
| 27 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.56% | — | -2.00% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.11% | -0.47% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.49% | — | -2.96% | |
| 30 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.48% | — | -3.16% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.46% | — | -2.01% | |
| 32 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.45% | — | -0.67% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.43% | +0.10% | -2.36% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.42% | — | +1.69% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.41% | -0.06% | -5.56% | |
| 36 | AVGO | Broadcom INC | Stock-Tech | 0.41% | — | +7.39% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.05% | -0.21% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.37% | — | +0.02% | |
| 39 | CME | Cme Group INC | Stock-Financials | 0.36% | — | -1.52% | |
| 40 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.33% | +0.02% | +12.87% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | — | +6.59% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | — | -1.33% | |
| 43 | BLK | Blackrock INC | Stock-Financials | 0.30% | — | +1.75% | |
| 44 | ECL | Ecolab INC | Stock-Materials | 0.28% | — | -0.15% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | — | +4.04% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.27% | +0.03% | -0.25% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | -0.05% | +2.16% | |
| 48 | HON | Honeywell International INC | Stock-Industrials | 0.25% | +0.02% | -1.50% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.25% | — | +0.01% | |
| 50 | WM | Waste Management INC | Stock-Industrials | 0.25% | — | -0.59% |
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+17.2%
Based on 81% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 204 | $3.0B | 12 | |
| 2025-12-31 | 207 | $2.9B | 6 | |
| 2025-09-30 | 199 | $2.8B | 25 | |
| 2025-06-30 | 202 | $2.7B | 0 | |
| 2025-03-31 | 194 | $2.4B | 100 | |
| 2024-12-31 | 188 | $2.4B | 0 | |
| 2024-09-30 | 195 | $2.4B | 0 | |
| 2024-06-30 | 189 | $2.2B | 0 | |
| 2024-03-31 | 163 | $2.1B | 0 | |
| 2023-12-31 | 162 | $2.1B | 0 | |
| 2023-09-30 | 153 | $1.8B | 0 | |
| 2023-06-30 | 153 | $2.0B | 0 | |
| 2023-03-31 | 155 | $1.9B | 0 | |
| 2022-12-31 | 160 | $1.8B | 0 | |
| 2022-09-30 | 155 | $1.6B | 0 | |
| 2022-06-30 | 154 | $1.8B | 0 | |
| 2022-03-31 | 151 | $1.8B | 0 | |
| 2021-12-31 | 177 | $1.8B | 0 | |
| 2021-09-30 | 175 | $1.6B | 0 | |
| 2021-06-30 | 160 | $1.6B | 97 | |
| 2021-03-31 | 140 | $1.5B | 11 | |
| 2020-12-31 | 139 | $1.5B | 16 | |
| 2020-09-30 | 131 | $1.3B | 14 | |
| 2020-06-30 | 126 | $1.3B | 26 | |
| 2020-03-31 | 118 | $1.1B | 24 | |
| 2019-12-31 | 135 | $1.1B | 34 | |
| 2019-09-30 | 128 | $1.1B | 26 | |
| 2019-06-30 | 103 | $974.9M | 8 | |
| 2019-03-31 | 103 | $979.6M | 39 | |
| 2018-12-31 | 101 | $929.3M | 26 | |
| 2018-09-30 | 100 | $1.0B | 7 | |
| 2018-06-30 | 114 | $1.0B | 100 | |
| 2018-03-31 | 79 | $103.6M | 100 | |
| 2017-12-31 | 110 | $1.0B | 9 | |
| 2017-09-30 | 117 | $937.6M | 22 | |
| 2017-06-30 | 115 | $877.9M | 38 | |
| 2017-03-31 | 109 | $772.8M | 31 | |
| 2016-12-31 | 103 | $727.7M | 14 | |
| 2016-09-30 | 96 | $655.9M | 12 | |
| 2016-06-30 | 96 | $635.3M | 27 | |
| 2016-03-31 | 96 | $658.2M | 11 | |
| 2015-12-31 | 96 | $622.7M | 31 | |
| 2015-09-30 | 99 | $625.3M | 16 | |
| 2015-06-30 | 96 | $615.2M | 4 | |
| 2015-03-31 | 94 | $614.0M | 17 | |
| 2014-12-31 | 98 | $583.4M | 19 | |
| 2014-09-30 | 96 | $601.2M | 29 | |
| 2014-06-30 | 81 | $530.6M | 11 | |
| 2014-03-31 | 76 | $494.2M | 8 | |
| 2013-12-31 | 77 | $470.8M | 23 | |
| 2013-09-30 | 74 | $580.3M | 48 | |
| 2013-06-30 | 74 | $362.8M | 0 |
Sand Hill Global Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Veeva Systems Inc-class A (VEEV); Sold out: Doximity Inc-class A (DOCS); Sold out: Zoom Communications INC (ZM); New buy: Cadence Design Sys INC (CDNS); New buy: Arthur J Gallagher & Co (AJG).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWX | Ishares Msci Acwi Ex US ETF | +2.7% | +956.18% | Add |
| 2 | BOND | Pimco Active Bond Exchange-t | +1.3% | +70.55% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +14.24% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.2% | +4.25% | Add |
| 5 | NFLX | Netflix INC | +0.2% | +1023.42% | Add |
| 6 | CVX | Chevron CORP | +0.1% | -2.36% | Trim |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.89% | Add |
| 8 | VNQ | Vanguard Real Estate ETF | +0.1% | +4.71% | Add |
| 9 | LNG | Cheniere Energy INC | +0.1% | -1.99% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | -0.21% | Trim |
| 11 | PWR | Quanta Services INC | +0.1% | +0.40% | Add |
| 12 | AAPL | Apple INC | 0% | +14.27% | Add |
| 13 | VGIT | Vanguard Intermediate-term T | 0% | +5.38% | Add |
| 14 | AEP | American Electric Power | 0% | -0.25% | Trim |
| 15 | EAGG | Ishares Esg Aware US Aggrega | 0% | +12.87% | Add |
| 16 | HON | Honeywell International INC | 0% | -1.50% | Trim |
| 17 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.97% | Add |
| 18 | VBK | Vanguard Small-cap Grwth ETF | 0% | +2.63% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | -0.1% | +8.34% | Add |
| 20 | TSLA | Tesla INC | -0.1% | +0.47% | Add |
| 21 | DIS | Walt Disney Co/the | -0.1% | -1.84% | Trim |
| 22 | LLY | Eli Lilly & Co | -0.1% | +2.16% | Add |
| 23 | ADSK | Autodesk INC | -0.1% | +3.31% | Add |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -5.56% | Trim |
| 25 | SNOW | Snowflake INC | -0.1% | +3.03% | Add |
| 26 | BKNG | Booking Holdings INC | -0.1% | +0.29% | Add |
| 27 | CRM | Salesforce INC | -0.1% | -8.39% | Trim |
| 28 | ACN | Accenture plc | -0.1% | -70.72% | Trim |
| 29 | V | Visa Inc-class A Shares | -0.1% | -0.47% | Trim |
| 30 | NVDA | Nvidia CORP | -0.1% | +1.98% | Add |
| 31 | INTU | Intuit INC | -0.1% | -11.18% | Trim |
| 32 | AMZN | Amazon.com INC | -0.1% | +1.84% | Add |
| 33 | DASH | Doordash INC - A | -0.1% | -0.01% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +0.23% | Add |
| 35 | IWM | Ishares Russell 2000 ETF | -0.1% | +0.17% | Add |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +3.46% | Add |
| 37 | MSFT | Microsoft CORP | -0.2% | +14.66% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.2% | -3.46% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | -0.2% | -15.19% | Trim |
| 40 | ABT | Abbott Laboratories | -0.2% | -88.97% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | -8.25% | Trim |
| 42 | AGG | Ishares Core U.s. Aggregate | -0.3% | -6.42% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -0.90% | Trim |
| 44 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 45 | DOCS | Doximity Inc-class A | — | EXIT | Sold out |
| 46 | ZM | Zoom Communications INC | — | EXIT | Sold out |
| 47 | CDNS | Cadence Design Sys INC | — | NEW | New buy |
| 48 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 49 | CBRE | Cbre Group INC - A | — | NEW | New buy |
| 50 | FIG | Figma Inc-cl A | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-11 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-03 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-10 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-10 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-04 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-20 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-07 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-05 | 13F-HR | View on EDGAR |
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