Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2026) About Sand Hill Global Advisors, LLCInvestment ActivitySand Hill Global Advisors, LLC has $2.97 billion in total holdings as of March 31, 2026.Sand Hill Global Advisors, LLC owns shares of 204 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 8.07% of the portfolio was purchased this quarter.About 2.19% of the portfolio was sold this quarter.This quarter, Sand Hill Global Advisors, LLC has purchased 197 new stocks and bought additional shares in 88 stocks.Sand Hill Global Advisors, LLC sold shares of 70 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $314,294,174iShares MSCI EAFE ETF $293,374,400SPDR S&P 500 ETF Trust $216,059,645Vanguard FTSE Emerging Markets ETF $174,479,966iShares Core S&P Mid-Cap ETF $158,641,062 Largest New Holdings this Quarter 127387108 - Cadence Design Systems $5,187,555 Holding363576109 - Arthur J. Gallagher & Co. $4,046,189 Holding12504L109 - CBRE Group $3,660,129 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $486,350 Holding931142103 - WALMART INC $330,585 Holding Largest Purchases this Quarter iShares MSCI ACWI ex U.S. ETF 1,168,514 shares (about $80.01M)PIMCO ETF TR 440,603 shares (about $40.66M)Vanguard S&P 500 ETF 40,481 shares (about $24.19M)SPDR Portfolio S&P 500 ETF 229,705 shares (about $17.58M)iShares MSCI EAFE ETF 123,171 shares (about $11.96M) Largest Sales this Quarter Abbott Laboratories 51,295 shares (about $5.27M)iShares Core U.S. Aggregate Bond ETF 45,328 shares (about $4.50M)JPMorgan Chase & Co. 11,763 shares (about $3.46M)Alphabet 9,107 shares (about $2.62M)Accenture 10,731 shares (about $2.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSand Hill Global Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$314,294,174$24,189,437 â–²8.3%525,97110.6%ETFEFAiShares MSCI EAFE ETF$293,374,400$11,963,601 â–²4.3%3,020,4309.9%FinanceSPYSPDR S&P 500 ETF Trust$216,059,645$1,962,074 â–¼-0.9%332,2267.3%FinanceVWOVanguard FTSE Emerging Markets ETF$174,479,966$5,035,731 â–²3.0%3,228,1215.9%ETFIJHiShares Core S&P Mid-Cap ETF$158,641,062$4,450,767 â–²2.9%2,349,1945.3%ETFVNQVanguard Real Estate ETF$154,462,901$6,941,485 â–²4.7%1,741,4085.2%ETFSPLGSPDR Portfolio S&P 500 ETF$141,085,523$17,581,624 â–²14.2%1,843,2914.7%ETFIWMiShares Russell 2000 ETF$139,838,684$243,536 â–²0.2%563,8664.7%FinancePIMCO ETF TR$98,286,227$40,658,844 â–²70.6%1,065,0873.3%ACTIVE BD ETFVBKVanguard Small-Cap Growth ETF$94,992,794$2,431,597 â–²2.6%314,2863.2%ETFACWXiShares MSCI ACWI ex U.S. ETF$88,375,667$80,008,154 â–²956.2%1,290,7213.0%ManufacturingVGITVanguard Intermediate-Term Treasury ETF$75,698,908$3,864,379 â–²5.4%1,271,1822.5%ETFQQQInvesco QQQ$71,809,335$2,404,534 â–²3.5%124,4142.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$65,598,721$4,499,711 â–¼-6.4%660,8112.2%FinanceIVViShares Core S&P 500 ETF$47,583,324$1,705,540 â–¼-3.5%72,8451.6%ETFAAPLApple$41,653,836$5,200,416 â–²14.3%164,1271.4%Computer and TechnologyNVDANVIDIA$36,384,763$706,146 â–²2.0%208,6281.2%Computer and TechnologyGOOGLAlphabet$29,123,630$2,618,820 â–¼-8.3%101,2781.0%Computer and TechnologyMSFTMicrosoft$28,183,042$3,604,364 â–²14.7%76,1350.9%Computer and TechnologyAMZNAmazon.com$26,553,646$479,022 â–²1.8%127,4960.9%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$22,246,639$324,983 â–²1.5%157,3090.7%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$22,212,346$102,927 â–¼-0.5%472,4020.7%ETFVEAVanguard FTSE Developed Markets ETF$20,627,153$316,107 â–¼-1.5%321,8970.7%ETFMETAMeta Platforms$19,418,855$44,054 â–²0.2%33,9410.7%Computer and TechnologyJPMJPMorgan Chase & Co.$19,318,340$3,460,199 â–¼-15.2%65,6730.6%FinanceIYRiShares U.S. Real Estate ETF$17,496,280$116,025 â–²0.7%185,0280.6%ETFICSHiShares Ultra Short-Term Bond Active ETF$16,506,271$337,332 â–¼-2.0%326,0820.6%ETFVVisa$14,651,115$69,818 â–¼-0.5%48,4750.5%Business ServicesJPSTJPMorgan Ultra-Short Income ETF$14,531,852$443,091 â–¼-3.0%287,1340.5%ETFPULSPGIM Ultra Short Bond ETF$14,326,488$467,330 â–¼-3.2%289,4240.5%ETFPHParker-Hannifin$13,552,501$277,532 â–¼-2.0%15,1380.5%IndustrialsTJXTJX Companies$13,488,581$90,869 â–¼-0.7%84,4620.5%Retail/WholesaleCVXChevron$12,721,013$308,073 â–¼-2.4%61,4840.4%EnergyESGDiShares ESG Aware MSCI EAFE ETF$12,582,852$209,313 â–²1.7%131,5920.4%ManufacturingBRK.ABerkshire Hathaway$12,208,380$718,140 â–¼-5.6%170.4%FinanceAVGOBroadcom$12,102,823$832,895 â–²7.4%39,1030.4%Computer and TechnologyJNJJohnson & Johnson$11,988,045$24,933 â–¼-0.2%49,0430.4%MedicalBSVVanguard Short-Term Bond ETF$10,947,761$2,117 â–²0.0%139,6220.4%ETFCMECME Group$10,837,376$167,465 â–¼-1.5%36,6930.4%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$9,950,503$1,134,733 â–²12.9%209,2640.3%ETFBRK.BBerkshire Hathaway$9,730,268$601,403 â–²6.6%20,3050.3%FinanceVBVanguard Small-Cap ETF$9,271,791$124,675 â–¼-1.3%35,3990.3%ETFBLACKROCK INC$8,799,810$150,991 â–²1.7%9,1500.3%COMECLEcolab$8,461,324$12,503 â–¼-0.1%31,8070.3%Basic MaterialsPGProcter & Gamble$7,994,765$310,258 â–²4.0%55,3500.3%Consumer StaplesAEPAmerican Electric Power$7,956,309$19,662 â–¼-0.2%60,6980.3%UtilitiesLLYEli Lilly and Company$7,903,305$167,392 â–²2.2%8,5930.3%MedicalHONHoneywell International$7,550,113$115,276 â–¼-1.5%33,4030.3%Multi-Sector ConglomeratesSYKStryker$7,517,684$657 â–²0.0%22,8790.3%MedicalWMWaste Management$7,331,267$43,660 â–¼-0.6%31,9040.2%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$7,331,107$26,522 â–¼-0.4%11,8860.2%ETFADSKAutodesk$7,277,999$233,176 â–²3.3%30,4010.2%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$7,183,697$5,185 â–¼-0.1%141,3140.2%ETFPANWPalo Alto Networks$6,880,934$163,526 â–²2.4%42,9200.2%Computer and TechnologyTSLATesla$6,764,181$31,598 â–²0.5%18,1960.2%Auto/Tires/TrucksEEMiShares MSCI Emerging Markets ETF$6,741,050$104,040 â–¼-1.5%118,7010.2%FinancePWRQuanta Services$6,737,573$26,902 â–²0.4%12,2720.2%ConstructionDOORDASH INC$6,664,558$901 â–¼0.0%44,3860.2%CL AVTIVanguard Total Stock Market ETF$6,623,929$54,857 â–²0.8%20,6480.2%ETFCHENIERE ENERGY INC$6,417,352$129,965 â–¼-2.0%22,6150.2%COM NEWVCSHVanguard Short-Term Corporate Bond ETF$6,039,2640.0%76,1860.2%ETFETNEaton$6,000,137$169,889 â–²2.9%16,7760.2%IndustrialsDISWalt Disney$5,941,572$111,416 â–¼-1.8%61,6470.2%Consumer DiscretionaryACWIiShares MSCI ACWI ETF$5,817,9050.0%42,0460.2%ManufacturingWYNNWynn Resorts$5,793,542$670,739 â–²13.1%57,0510.2%Consumer DiscretionaryBKNGBooking$5,785,013$16,841 â–²0.3%1,3740.2%Retail/WholesalePLDPrologis$5,571,520$72,963 â–²1.3%42,1510.2%FinanceNEMNewmont$5,445,805$38,645 â–¼-0.7%50,3080.2%Basic MaterialsCDNSCadence Design Systems$5,187,555$5,187,555 â–²New Holding18,6690.2%Computer and TechnologyGOOGAlphabet$5,129,412$263,628 â–²5.4%17,8810.2%Computer and TechnologyCRMSalesforce$5,056,408$463,322 â–¼-8.4%27,0870.2%Computer and TechnologyETREntergy$4,965,440$19,326 â–²0.4%44,1920.2%UtilitiesSCHOSchwab Short-Term U.S. Treasury ETF$4,900,9870.0%201,9360.2%ETFNFLXNetflix$4,828,365$4,398,574 â–²1,023.4%50,2170.2%Consumer DiscretionaryESGEiShares ESG Aware MSCI EM ETF$4,748,628$177,970 â–¼-3.6%104,4340.2%ManufacturingMUBiShares National Muni Bond ETF$4,743,525$247,329 â–¼-5.0%44,6870.2%ETFINTUIntuit$4,471,954$562,940 â–¼-11.2%10,3430.2%Computer and TechnologyIWBiShares Russell 1000 ETF$4,458,166$31,378 â–¼-0.7%12,5030.2%ETFSNOWSnowflake$4,384,624$128,800 â–²3.0%29,0720.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$4,112,118$236,837 â–¼-5.4%160,3790.1%ETFMANAGER DIRECTED PORTFOLIOS$4,096,930$14,059 â–¼-0.3%396,6050.1%VERT GLB SUST REDFUSDimensional U.S. Equity ETF$4,051,868$22,337 â–¼-0.5%57,1410.1%ETFAJGArthur J. Gallagher & Co.$4,046,189$4,046,189 â–²New Holding18,6820.1%FinanceCMFiShares California Muni Bond ETF$3,978,210$303,405 â–¼-7.1%69,9650.1%ETFVRSKVerisk Analytics$3,882,854$22,390 â–²0.6%20,4630.1%Business ServicesTGTTarget$3,793,079$239,007 â–²6.7%31,2960.1%Retail/WholesaleCBRECBRE Group$3,660,129$3,660,129 â–²New Holding27,0200.1%FinanceCOSTCostco Wholesale$3,631,184$140,504 â–²4.0%3,6440.1%Retail/WholesaleIWViShares Russell 3000 ETF$3,574,987$28,914 â–¼-0.8%9,6440.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,274,505$191,850 â–¼-5.5%62,7420.1%ETFSCHFSchwab International Equity ETF$3,038,137$86,675 â–¼-2.8%122,7530.1%ETFVRTXVertex Pharmaceuticals$2,844,103$532,739 â–²23.0%6,3690.1%MedicalQQMGInvesco ESG NASDAQ 100 ETF$2,833,755$8,070 â–¼-0.3%71,6360.1%ETFIWOiShares Russell 2000 Growth ETF$2,819,2690.0%8,9840.1%ETFHDHome Depot$2,719,700$629,521 â–²30.1%8,2690.1%Retail/WholesaleVOVanguard Mid-Cap ETF$2,570,261$130,093 â–²5.3%8,9500.1%ETFXOMExxonMobil$2,526,654$134,375 â–¼-5.0%14,8920.1%EnergyVVVanguard Large-Cap ETF$2,305,6280.0%7,7150.1%ETFAMATApplied Materials$2,106,110$182,858 â–¼-8.0%6,1620.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,690,1650.0%22,5060.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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