Sand Hill Global Advisors, LLC
CIK 1009209 · View on SEC EDGAR ↗
- Portfolio value
- $3.3B
- Positions
- 214
- As of
- June 30, 2026
#1,082 of 9,443 by 13F value · top 11.5%
Portfolio value QoQ: +11.8% 13F does not disclose cash
- Top 10 holdings weight
- 56.81%
- Top 25 holdings weight
- 79.69%
- Positions above 1%
- 19
- Effective number of positions
- 23.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.58% Est. buys $200,076,730 · sells $175,707,293
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 78.4% still held
- New positions
- 22
- Increased
- 60
- Decreased
- 93
- Closed
- 12
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
6.3%
Communication Services
2.1%
Industrials
2.1%
Retail
1.7%
Financial Services
1.1%
Healthcare
1.1%
Financials
1.0%
Consumer Discretionary
0.9%
Energy
0.5%
Materials
0.4%
Utilities
0.4%
Real Estate
0.3%
Consumer products
0.2%
Consumer Staples
0.1%
Communications
0.0%
Other/Unmapped
81.8%
Full portfolio 214 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $353,695,047 | 10.65% | 514,982 | $39,400,873 | Down ×1 | ||
| EFA | $311,236,220 | 9.37% | 2,996,113 | $17,861,820 | Down ×1 | ||
| SPY SPY | $241,612,555 | 7.27% | 323,543 | $25,552,910 | Down ×6 | ||
| VNQ | $169,177,922 | 5.09% | 1,754,412 | $14,715,021 | Up ×6 | ||
| SPYM | $159,245,919 | 4.79% | 1,812,084 | $18,160,396 | Down ×1 | ||
| IWM | $144,657,202 | 4.36% | 481,468 | $4,818,518 | Down ×1 | ||
| VWO | $144,399,444 | 4.35% | 2,419,156 | $-30,080,522 | Down ×1 | ||
| IJH | $139,672,763 | 4.21% | 1,811,344 | $-18,968,299 | Down ×1 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $114,700,628 | 3.45% | 1,243,907 | $16,414,401 | Up ×5 | ||
| VBK | $108,611,875 | 3.27% | 296,997 | $13,619,081 | Down ×1 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $98,312,729 | 2.96% | 1,291,719 | $9,937,062 | Up ×3 | ||
| EEM | $87,520,334 | 2.64% | 1,279,350 | $80,779,284 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $86,489,523 | 2.60% | 117,449 | $14,680,188 | Down ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $80,264,727 | 2.42% | 1,360,880 | $4,565,819 | Up ×6 | ||
| AGG | $71,558,672 | 2.15% | 722,961 | $5,959,951 | Up ×1 | ||
| IVV | $51,706,898 | 1.56% | 69,045 | $4,123,574 | Down ×6 | ||
| AAPL Apple Inc. - Common Stock | $48,658,552 | 1.46% | 168,159 | $7,004,716 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $41,403,848 | 1.25% | 206,926 | $5,019,085 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $36,114,226 | 1.09% | 101,056 | $6,990,596 | Down ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $30,433,697 | 0.92% | 127,690 | $3,880,051 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $29,633,232 | 0.89% | 79,441 | $1,450,190 | Up ×2 | ||
| ESML | $25,563,650 | 0.77% | 457,065 | $3,351,304 | Down ×2 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $25,354,447 | 0.76% | 154,912 | $3,107,808 | Down ×1 | ||
| ICSH | $24,306,421 | 0.73% | 480,554 | $7,800,150 | Up ×1 | ||
| VEA | $22,381,256 | 0.67% | 314,123 | $1,754,103 | Down ×4 | ||
| JPST | $21,839,969 | 0.66% | 431,876 | $7,308,117 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $21,448,437 | 0.65% | 65,525 | $2,130,097 | Down ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $18,985,232 | 0.57% | 33,704 | $-433,623 | Down ×1 | ||
| IYR | $18,465,056 | 0.56% | 180,587 | $968,776 | Down ×1 | ||
| V Visa Inc. | $16,816,249 | 0.51% | 49,014 | $2,165,134 | Up ×1 | ||
| PULS | $15,371,797 | 0.46% | 310,228 | $1,045,309 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $14,721,048 | 0.44% | 38,970 | $2,618,225 | Down ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $14,690,776 | 0.44% | 15,019 | $1,138,275 | Down ×4 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $14,604,523 | 0.44% | 42,826 | $7,723,589 | Down ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $13,626,773 | 0.41% | 132,543 | $1,043,921 | Up ×6 | ||
| UNP Union Pacific Corporation Common Stock | $12,921,632 | 0.39% | 47,506 | $12,375,737 | Up ×3 | ||
| BRKA | $12,730,450 | 0.38% | 17 | $522,070 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $12,649,796 | 0.38% | 83,497 | $-838,785 | Down ×4 | ||
| JNJ Johnson & Johnson Common Stock | $12,262,153 | 0.37% | 48,282 | $274,108 | Down ×4 | ||
| SNOW Snowflake Inc. Common Stock | $11,322,522 | 0.34% | 44,489 | $6,937,898 | Up ×3 | ||
| BSV | $10,869,458 | 0.33% | 139,513 | $-78,303 | Down ×1 | ||
| VB | $10,532,913 | 0.32% | 34,748 | $1,261,122 | Down ×5 | ||
| LLY Eli Lilly and Company Common Stock | $10,493,450 | 0.32% | 8,749 | $2,590,145 | Up ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $10,229,700 | 0.31% | 5,142 | $9,928,551 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $9,847,615 | 0.30% | 59,409 | $-2,873,398 | Down ×2 | ||
| BRKB | $9,840,286 | 0.30% | 19,665 | $110,018 | Down ×1 | ||
| EAGG | $9,380,448 | 0.28% | 197,858 | $-570,055 | Down ×1 | ||
| ECL Ecolab Inc. Common Stock | $8,818,312 | 0.27% | 31,651 | $356,988 | Down ×4 | ||
| BLK BlackRock, Inc. Common Stock | $8,791,707 | 0.26% | 9,143 | $-8,103 | Down ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $8,212,583 | 0.25% | 60,029 | $256,274 | Down ×4 | ||
| DASH DoorDash, Inc. - Common Stock | $8,190,549 | 0.25% | 44,386 | $1,525,991 | |||
| PWR Quanta Services, Inc. Common Stock | $8,044,287 | 0.24% | 11,172 | $1,306,714 | Down ×1 | ||
| MDY | $7,954,412 | 0.24% | 11,309 | $623,305 | Down ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $7,936,520 | 0.24% | 54,122 | $-58,245 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $7,859,565 | 0.24% | 41,425 | $7,254,631 | Up ×1 | ||
| CME CME Group Inc. - Class A Common Stock | $7,850,359 | 0.24% | 35,549 | $-2,987,017 | Down ×4 | ||
| VTI | $7,524,214 | 0.23% | 20,334 | $900,285 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $7,446,517 | 0.22% | 17,705 | $682,336 | Down ×1 | ||
| SYK Stryker Corporation Common Stock | $7,222,988 | 0.22% | 22,942 | $-294,696 | Up ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $7,167,178 | 0.22% | 16,820 | $1,167,041 | Up ×3 | ||
| NEAR | $7,158,967 | 0.22% | 141,314 | $-24,730 | |||
| WM Waste Management, Inc. Common Stock | $6,963,263 | 0.21% | 31,242 | $-368,004 | Down ×4 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $6,928,032 | 0.21% | 18,459 | $1,740,477 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $6,243,518 | 0.19% | 17,671 | $1,114,106 | Down ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $6,063,404 | 0.18% | 34,018 | $278,391 | Up ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $6,020,980 | 0.18% | 76,186 | $-18,284 | |||
| ADSK Autodesk, Inc. - Common Stock | $5,887,426 | 0.18% | 30,282 | $-1,390,573 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $5,874,941 | 0.18% | 61,038 | $-66,631 | Down ×4 | ||
| PLD Prologis, Inc. Common Stock | $5,637,720 | 0.17% | 41,616 | $66,200 | Down ×1 | ||
| ACWI iShares MSCI ACWI ETF | $5,518,123 | 0.17% | 35,154 | $-299,782 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5,350,200 | 0.16% | 7,400 | $3,244,090 | Up ×1 | ||
| IWB | $5,321,058 | 0.16% | 12,994 | $862,892 | Up ×1 | ||
| LNG Cheniere Energy, Inc. Common Stock | $5,303,016 | 0.16% | 22,187 | $-1,114,336 | Down ×4 | ||
| WYNN Wynn Resorts, Limited - Common Stock | $5,265,398 | 0.16% | 54,232 | $-528,144 | Down ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $5,050,911 | 0.15% | 92,355 | $302,283 | Down ×3 | ||
| ETR Entergy Corporation Common Stock | $5,011,334 | 0.15% | 43,630 | $45,894 | Down ×1 | ||
| SCHO | $4,874,735 | 0.15% | 201,936 | $-26,252 | |||
| MUB | $4,809,215 | 0.14% | 44,687 | $65,690 | |||
| SCHX | $4,719,954 | 0.14% | 160,379 | $607,836 | |||
| NEM Newmont Corporation | $4,650,168 | 0.14% | 49,788 | $-795,637 | Down ×5 | ||
| VGSR Vert Global Sustainable Real Estate ETF | $4,605,255 | 0.14% | 404,502 | $508,325 | Up ×1 | ||
| DFUS | $4,484,658 | 0.14% | 54,731 | $432,790 | Down ×5 | ||
| CRM Salesforce, Inc. Common Stock | $4,191,043 | 0.13% | 26,752 | $-865,365 | Down ×4 | ||
| CMF | $4,101,547 | 0.12% | 71,158 | $123,337 | Up ×1 | ||
| TGT Target Corporation Common Stock | $4,060,371 | 0.12% | 31,088 | $267,292 | Down ×1 | ||
| IWV | $4,001,936 | 0.12% | 9,385 | $426,949 | Down ×6 | ||
| AJG Arthur J. Gallagher & Co. Common Stock | $3,947,995 | 0.12% | 17,197 | $-98,194 | Down ×1 | ||
| Unknown issuer (CUSIP: 438516205) | $3,637,591 | 0.11% | 16,247 | Up ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $3,619,480 | 0.11% | 50,693 | $-1,208,885 | Up ×3 | ||
| Unknown issuer (CUSIP: 43849R105) | $3,592,661 | 0.11% | 16,251 | Up ×1 | |||
| QQMG Invesco ESG NASDAQ 100 ETF | $3,577,186 | 0.11% | 69,826 | $743,431 | Down ×3 | ||
| IWO | $3,550,368 | 0.11% | 9,012 | $731,099 | Up ×1 | ||
| CBRE CBRE Group Inc Common Stock Class A | $3,531,302 | 0.11% | 26,218 | $-128,827 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $3,407,163 | 0.10% | 3,642 | $-224,021 | Down ×1 | ||
| SCHF | $3,400,258 | 0.10% | 122,753 | $362,121 | |||
| MUNI | $3,279,031 | 0.10% | 62,339 | $4,526 | Down ×2 | ||
| WDC Western Digital Corporation - Common Stock | $3,021,784 | 0.09% | 4,731 | Up ×1 | |||
| VRSK Verisk Analytics, Inc. - Common Stock | $2,934,956 | 0.09% | 16,348 | $-947,898 | Down ×1 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $2,923,355 | 0.09% | 5,885 | $79,252 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2,877,692 | 0.09% | 8,160 | $157,992 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VNQ | $169,177,922 | 5.09% | up ×6 |
| BOND | $114,700,628 | 3.45% | up ×5 |
| ACWX | $98,312,729 | 2.96% | up ×3 |
| VGIT | $80,264,727 | 2.42% | up ×6 |
| AMZN | $30,433,697 | 0.92% | up ×3 |
| ESGD | $13,626,773 | 0.41% | up ×6 |
| UNP | $12,921,632 | 0.39% | up ×3 |
| SNOW | $11,322,522 | 0.34% | up ×3 |
| ETN | $7,167,178 | 0.22% | up ×3 |
| NFLX | $3,619,480 | 0.11% | up ×3 |
| ORCL | $2,663,797 | 0.08% | up ×3 |
| MCD | $1,876,762 | 0.06% | up ×3 |
| KO | $938,181 | 0.03% | up ×3 |
| IBM | $819,983 | 0.02% | up ×3 |
| WFC | $800,451 | 0.02% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 438516205) | $3,637,591 | 16,247 | 0.11% |
| Unknown issuer (CUSIP: 43849R105) | $3,592,661 | 16,251 | 0.11% |
| WDC | $3,021,784 | 4,731 | 0.09% |
| CARR | $2,781,579 | 37,922 | 0.08% |
| AEHR | $2,468,742 | 25,700 | 0.07% |
| PSTG | $1,418,220 | 18,000 | 0.04% |
| YUM | $1,197,991 | 7,494 | 0.04% |
| QCOM | $966,452 | 5,230 | 0.03% |
| WAL | $535,615 | 6,516 | 0.02% |
| INTC | $433,115 | 3,102 | 0.01% |
| OTIS | $387,356 | 5,410 | 0.01% |
| CVBF | $361,364 | 16,025 | 0.01% |
| AMD | $336,341 | 579 | 0.01% |
| CRWD | $256,415 | 336 | 0.01% |
| MU | $253,944 | 220 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Trimmed | -11K | +$39.4M |
| VWO | Trimmed | -809K | -$30.1M |
| SPY | Trimmed | -9K | +$25.6M |
| IJH | Trimmed | -538K | -$19.0M |
| SPYM | Trimmed | -31K | +$18.2M |
| EFA | Trimmed | -24K | +$17.9M |
| BOND | Bought more | +179K | +$16.4M |
| VNQ | Bought more | +13K | +$14.7M |
| QQQ | Trimmed | -7K | +$14.7M |
| VBK | Trimmed | -17K | +$13.6M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VGLT | March 31, 2025 | 396,090 | $21,923,591 | |
| VEEV | March 31, 2026 | 52,869 | $11,801,947 | 43.4% |
| DOCS | March 31, 2026 | 240,301 | $10,640,528 | 10.4% |
| ZM | March 31, 2026 | 117,864 | $10,170,485 | 34.1% |
| HON | June 30, 2026 | 33,403 | $7,550,113 | -1.2% |
| MDLZ | March 31, 2025 | 93,695 | $5,596,432 | -4.9% |
| ARE | Dec. 31, 2025 | 63,305 | $5,275,839 | 3.4% |
| KMB | Dec. 31, 2025 | 40,783 | $5,070,958 | 8.2% |
| INTU | June 30, 2026 | 10,343 | $4,471,954 | 38.7% |
| ADBE | June 30, 2025 | 11,088 | $4,252,581 | -29.2% |
| UPS | March 31, 2025 | 32,396 | $4,085,099 | -7.1% |
| ZTS | June 30, 2025 | 19,163 | $3,155,245 | -51.4% |
| AMT | March 31, 2025 | 13,484 | $2,473,049 | -18.5% |
| AMD | March 31, 2025 | 20,099 | $2,427,709 | 353.6% |
| ITOT | Sept. 30, 2025 | 16,672 | $2,251,387 | No longer tracked |
| VOT | Sept. 30, 2025 | 6,691 | $1,902,945 | No longer tracked |
| IUSG | Sept. 30, 2025 | 10,409 | $1,565,514 | |
| ANET | March 31, 2025 | 13,061 | $1,443,632 | 137.3% |
| FIXD | June 30, 2025 | 26,169 | $1,147,249 | |
| FIG | March 31, 2026 | 26,922 | $1,006,075 | 30.8% |
| SCHD | Sept. 30, 2025 | 33,073 | $876,443 | No longer tracked |
| FTSL | June 30, 2025 | 18,351 | $837,723 | |
| IUSV | Sept. 30, 2025 | 8,767 | $829,621 | |
| COMT | June 30, 2025 | 29,930 | $792,247 | |
| BILL | March 31, 2026 | 12,684 | $691,785 | 23.9% |
| UNH | Sept. 30, 2025 | 2,163 | $674,891 | 13.6% |
| PACS | March 31, 2026 | 16,724 | $642,034 | 39.0% |
| LRCX | Dec. 31, 2025 | 4,265 | $571,084 | 79.6% |
| PDBC | March 31, 2025 | 40,815 | $530,187 | |
| ISRG | June 30, 2026 | 1,144 | $527,373 | -0.7% |
| SHOP | March 31, 2025 | 4,914 | $522,506 | 52.9% |
| CDE | Dec. 31, 2025 | 19,000 | $356,440 | 18.0% |
| VTEB | Sept. 30, 2025 | 6,461 | $316,783 | No longer tracked |
| RSP | Sept. 30, 2025 | 1,726 | $313,603 | No longer tracked |
| FTSM | June 30, 2025 | 5,210 | $311,766 | |
| BMY | June 30, 2025 | 5,097 | $310,866 | 44.3% |
| GVI | March 31, 2025 | 2,949 | $307,374 | No longer tracked |
| MLM | Sept. 30, 2025 | 553 | $303,575 | -16.4% |
| GILD | Dec. 31, 2025 | 2,731 | $303,141 | 18.5% |
| IUSB | June 30, 2025 | 6,570 | $302,746 | |
| BIV | March 31, 2025 | 3,806 | $284,422 | No longer tracked |
| IJS | June 30, 2026 | 2,235 | $264,736 | No longer tracked |
| ABNB | March 31, 2026 | 1,867 | $253,389 | 47.5% |
| NOC | June 30, 2026 | 363 | $247,653 | 13.6% |
| DUK | Sept. 30, 2025 | 2,074 | $244,732 | 0.2% |
| SNPS | March 31, 2025 | 502 | $243,651 | -7.4% |
| COP | June 30, 2026 | 1,813 | $239,287 | 29.7% |
| BRKR | March 31, 2025 | 4,012 | $235,183 | 41.6% |
| COUR | June 30, 2026 | 39,697 | $231,037 | 4.0% |
| MRK | Sept. 30, 2025 | 2,910 | $230,356 | 79.2% |
| NVO | Sept. 30, 2025 | 3,287 | $226,869 | -16.2% |
| UAL | March 31, 2026 | 2,019 | $225,765 | 23.1% |
| RBLX | Dec. 31, 2025 | 1,626 | $225,234 | -53.3% |
| FICO | Dec. 31, 2025 | 150 | $224,480 | -30.8% |
| DVY | June 30, 2025 | 1,647 | $221,176 | |
| FPE | June 30, 2025 | 12,379 | $217,747 | No longer tracked |
| IGSB | June 30, 2025 | 4,140 | $216,812 | |
| IVW | March 31, 2026 | 1,755 | $216,321 | No longer tracked |
| O | Dec. 31, 2025 | 3,482 | $211,671 | 12.3% |
| DUK | June 30, 2026 | 1,609 | $210,660 | -2.0% |
| HOLX | June 30, 2026 | 2,745 | $207,495 | No longer tracked |
| APO | June 30, 2026 | 1,859 | $207,175 | 12.2% |
| GS | March 31, 2025 | 361 | $206,716 | 86.2% |
| IAT | March 31, 2025 | 4,090 | $205,972 | No longer tracked |
| NOC | Dec. 31, 2025 | 337 | $205,341 | 1.4% |
| BMY | June 30, 2026 | 3,353 | $203,359 | 15.9% |
| MCO | Sept. 30, 2025 | 403 | $202,141 | 4.8% |
| AMGN | Sept. 30, 2025 | 720 | $201,031 | 54.6% |
| NKE | June 30, 2026 | 3,791 | $200,262 | -1.1% |
| BGC | Dec. 31, 2025 | 11,567 | $109,424 | 21.5% |
| OPEN | Dec. 31, 2025 | 12,000 | $95,640 | -39.8% |
| RWT | Dec. 31, 2025 | 13,000 | $75,270 | -13.1% |
| EGHT | March 31, 2025 | 15,872 | $42,378 | 3.5% |
| CDLX | Sept. 30, 2025 | 21,456 | $35,295 | 78.2% |