Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2026)

About Sand Hill Global Advisors, LLC

Investment Activity

Sand Hill Global Advisors, LLC has $3.32 billion in total holdings as of June 30, 2026.
Sand Hill Global Advisors, LLC owns shares of 214 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 6.02% of the portfolio was purchased this quarter.
About 5.29% of the portfolio was sold this quarter.
This quarter, Sand Hill Global Advisors, LLC has purchased 204 new stocks and bought additional shares in 60 stocks.
Sand Hill Global Advisors, LLC sold shares of 93 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $353,695,047
iShares MSCI EAFE ETF: $311,236,220
SPDR S&P 500 ETF Trust: $241,612,555
Vanguard Real Estate ETF: $169,177,922
SPDR Portfolio S&P 500 ETF: $159,245,919

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $3,637,591 Holding
43849R105 - HONEYWELL AEROSPACE INC: $3,592,661 Holding
958102105 - Western Digital: $3,021,784 Holding
14448C104 - Carrier Global: $2,781,579 Holding
00760J108 - Aehr Test Systems: $2,468,742 Holding

Largest Purchases this Quarter

iShares MSCI Emerging Markets ETF: 1,160,649 shares (about $79.40M)
PIMCO ETF TR: 178,820 shares (about $16.49M)
Union Pacific: 45,256 shares (about $12.31M)
ASML: 4,914 shares (about $9.78M)
iShares Ultra Short-Term Bond Active ETF: 154,472 shares (about $7.81M)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF: 808,965 shares (about $48.29M)
iShares Core S&P Mid-Cap ETF: 537,850 shares (about $41.47M)
iShares Russell 2000 ETF: 82,398 shares (about $24.76M)
Vanguard S&P 500 ETF: 10,989 shares (about $7.55M)
SPDR S&P 500 ETF Trust: 8,683 shares (about $6.48M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$353,695,047	$7,547,361 â–¼	-2.1%	514,982	10.6%	ETF
EFA iShares MSCI EAFE ETF	$311,236,220	$2,526,050 â–¼	-0.8%	2,996,113	9.4%	ETF
SPY SPDR S&P 500 ETF Trust	$241,612,555	$6,484,213 â–¼	-2.6%	323,543	7.3%	ETF
VNQ Vanguard Real Estate ETF	$169,177,922	$1,253,976 â–²	0.7%	1,754,412	5.1%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$159,245,919	$2,742,471 â–¼	-1.7%	1,812,084	4.8%	ETF
IWM iShares Russell 2000 ETF	$144,657,202	$24,756,503 â–¼	-14.6%	481,468	4.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$144,399,444	$48,287,128 â–¼	-25.1%	2,419,156	4.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$139,672,763	$41,473,622 â–¼	-22.9%	1,811,344	4.2%	ETF
PIMCO ETF TR	$114,700,628	$16,488,987 â–²	16.8%	1,243,907	3.5%	ACTIVE BD ETF
VBK Vanguard Small-Cap Growth ETF	$108,611,875	$6,322,591 â–¼	-5.5%	296,997	3.3%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$98,312,729	$75,958 â–²	0.1%	1,291,719	3.0%	ETF
EEM iShares MSCI Emerging Markets ETF	$87,520,334	$79,399,999 â–²	977.8%	1,279,350	2.6%	ETF
QQQ Invesco QQQ	$86,489,523	$5,129,031 â–¼	-5.6%	117,449	2.6%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$80,264,727	$5,290,390 â–²	7.1%	1,360,880	2.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$71,558,672	$6,151,606 â–²	9.4%	722,961	2.2%	ETF
IVV iShares Core S&P 500 ETF	$51,706,898	$2,845,770 â–¼	-5.2%	69,045	1.6%	ETF
AAPL Apple	$48,658,552	$1,166,701 â–²	2.5%	168,159	1.5%	Technology
NVDA NVIDIA	$41,403,848	$340,553 â–¼	-0.8%	206,926	1.2%	Technology
GOOGL Alphabet	$36,114,226	$79,336 â–¼	-0.2%	101,056	1.1%	Communication Services
AMZN Amazon.com	$30,433,697	$46,238 â–²	0.2%	127,690	0.9%	Consumer Discretionary
MSFT Microsoft	$29,633,232	$1,233,210 â–²	4.3%	79,441	0.9%	Technology
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$25,563,650	$857,799 â–¼	-3.2%	457,065	0.8%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$25,354,447	$392,317 â–¼	-1.5%	154,912	0.8%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$24,306,421	$7,813,194 â–²	47.4%	480,554	0.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$22,381,256	$553,897 â–¼	-2.4%	314,123	0.7%	ETF
JPST JPMorgan Ultra-Short Income ETF	$21,839,969	$7,319,603 â–²	50.4%	431,876	0.7%	ETF
JPM JPMorgan Chase & Co.	$21,448,437	$48,445 â–¼	-0.2%	65,525	0.6%	Finance
META Meta Platforms	$18,985,232	$133,500 â–¼	-0.7%	33,704	0.6%	Communication Services
IYR iShares U.S. Real Estate ETF	$18,465,056	$454,093 â–¼	-2.4%	180,587	0.6%	ETF
V Visa	$16,816,249	$184,926 â–²	1.1%	49,014	0.5%	Finance
PULS PGIM Ultra Short Bond ETF	$15,371,797	$1,030,838 â–²	7.2%	310,228	0.5%	ETF
AVGO Broadcom	$14,721,048	$50,241 â–¼	-0.3%	38,970	0.4%	Technology
PH Parker-Hannifin	$14,690,776	$116,399 â–¼	-0.8%	15,019	0.4%	Industrials
PANW Palo Alto Networks	$14,604,523	$32,056 â–¼	-0.2%	42,826	0.4%	Technology
ESGD iShares ESG Aware MSCI EAFE ETF	$13,626,773	$97,773 â–²	0.7%	132,543	0.4%	ETF
UNP Union Pacific	$12,921,632	$12,309,632 â–²	2,011.4%	47,506	0.4%	Industrials
BRK.A Berkshire Hathaway	$12,730,450		0.0%	17	0.4%	Finance
TJX TJX Companies	$12,649,796	$146,198 â–¼	-1.1%	83,497	0.4%	Consumer Discretionary
JNJ Johnson & Johnson	$12,262,153	$193,271 â–¼	-1.6%	48,282	0.4%	Healthcare
SNOW Snowflake	$11,322,522	$3,923,651 â–²	53.0%	44,489	0.3%	Technology
BSV Vanguard Short-Term Bond ETF	$10,869,458	$8,492 â–¼	-0.1%	139,513	0.3%	ETF
VB Vanguard Small-Cap ETF	$10,532,913	$197,333 â–¼	-1.8%	34,748	0.3%	ETF
LLY Eli Lilly and Company	$10,493,450	$187,105 â–²	1.8%	8,749	0.3%	Healthcare
ASML ASML	$10,229,700	$9,776,108 â–²	2,155.3%	5,142	0.3%	Technology
CVX Chevron	$9,847,615	$343,951 â–¼	-3.4%	59,409	0.3%	Energy
BRK.B Berkshire Hathaway	$9,840,286	$320,253 â–¼	-3.2%	19,665	0.3%	Finance
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$9,380,448	$540,758 â–¼	-5.5%	197,858	0.3%	ETF
ECL Ecolab	$8,818,312	$43,463 â–¼	-0.5%	31,651	0.3%	Materials
BLACKROCK INC	$8,791,707	$6,731 â–¼	-0.1%	9,143	0.3%	COM
AEP American Electric Power	$8,212,583	$91,526 â–¼	-1.1%	60,029	0.2%	Utilities
DOORDASH INC	$8,190,549		0.0%	44,386	0.2%	CL A
PWR Quanta Services	$8,044,287	$792,044 â–¼	-9.0%	11,172	0.2%	Industrials
MDY SPDR S&P MidCap 400 ETF Trust	$7,954,412	$405,845 â–¼	-4.9%	11,309	0.2%	ETF
PG Procter & Gamble	$7,936,520	$180,076 â–¼	-2.2%	54,122	0.2%	Consumer Staples
RTX RTX	$7,859,565	$7,264,572 â–²	1,221.0%	41,425	0.2%	Industrials
CME CME Group	$7,850,359	$252,632 â–¼	-3.1%	35,549	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$7,524,214	$116,190 â–¼	-1.5%	20,334	0.2%	ETF
TSLA Tesla	$7,446,517	$206,509 â–¼	-2.7%	17,705	0.2%	Consumer Discretionary
SYK Stryker	$7,222,988	$19,835 â–²	0.3%	22,942	0.2%	Healthcare
ETN Eaton	$7,167,178	$18,749 â–²	0.3%	16,820	0.2%	Industrials
NEAR iShares Short Duration Bond Active ETF	$7,158,967		0.0%	141,314	0.2%	ETF
WM Waste Management	$6,963,263	$147,548 â–¼	-2.1%	31,242	0.2%	Industrials
CDNS Cadence Design Systems	$6,928,032	$78,817 â–¼	-1.1%	18,459	0.2%	Technology
GOOG Alphabet	$6,243,518	$74,197 â–¼	-1.2%	17,671	0.2%	Communication Services
BKNG Booking	$6,063,404	$5,818,501 â–²	2,375.8%	34,018	0.2%	Consumer Discretionary
VCSH Vanguard Short-Term Corporate Bond ETF	$6,020,980		0.0%	76,186	0.2%	ETF
ADSK Autodesk	$5,887,426	$23,136 â–¼	-0.4%	30,282	0.2%	Technology
DIS Walt Disney	$5,874,941	$58,617 â–¼	-1.0%	61,038	0.2%	Communication Services
PLD Prologis	$5,637,720	$72,476 â–¼	-1.3%	41,616	0.2%	Real Estate
ACWI iShares MSCI ACWI ETF	$5,518,123	$1,081,837 â–¼	-16.4%	35,154	0.2%	ETF
AMAT Applied Materials	$5,350,200	$895,074 â–²	20.1%	7,400	0.2%	Technology
IWB iShares Russell 1000 ETF	$5,321,058	$201,065 â–²	3.9%	12,994	0.2%	ETF
CHENIERE ENERGY INC	$5,303,016	$102,298 â–¼	-1.9%	22,187	0.2%	COM NEW
WYNN Wynn Resorts	$5,265,398	$273,697 â–¼	-4.9%	54,232	0.2%	Consumer Discretionary
ESGE iShares ESG Aware MSCI EM ETF	$5,050,911	$660,603 â–¼	-11.6%	92,355	0.2%	ETF
ETR Entergy	$5,011,334	$64,551 â–¼	-1.3%	43,630	0.2%	Utilities
SCHO Schwab Short-Term U.S. Treasury ETF	$4,874,735		0.0%	201,936	0.1%	ETF
MUB iShares National Muni Bond ETF	$4,809,215		0.0%	44,687	0.1%	ETF
SCHX Schwab US Large-Cap ETF	$4,719,954		0.0%	160,379	0.1%	ETF
NEM Newmont	$4,650,168	$48,568 â–¼	-1.0%	49,788	0.1%	Materials
MANAGER DIRECTED PORTFOLIOS	$4,605,255	$89,907 â–²	2.0%	404,502	0.1%	VERT GLB SUST RE
DFUS Dimensional U.S. Equity ETF	$4,484,658	$197,475 â–¼	-4.2%	54,731	0.1%	ETF
CRM Salesforce	$4,191,043	$52,482 â–¼	-1.2%	26,752	0.1%	Technology
CMF iShares California Muni Bond ETF	$4,101,547	$68,765 â–²	1.7%	71,158	0.1%	ETF
TGT Target	$4,060,371	$27,167 â–¼	-0.7%	31,088	0.1%	Consumer Staples
IWV iShares Russell 3000 ETF	$4,001,936	$110,442 â–¼	-2.7%	9,385	0.1%	ETF
AJG Arthur J. Gallagher & Co.	$3,947,995	$340,918 â–¼	-7.9%	17,197	0.1%	Finance
HONEYWELL INTL INC	$3,637,591	$3,637,591 â–²	New Holding	16,247	0.1%	COM
NFLX Netflix	$3,619,480	$33,986 â–²	0.9%	50,693	0.1%	Communication Services
HONEYWELL AEROSPACE INC	$3,592,661	$3,592,661 â–²	New Holding	16,251	0.1%	COM
QQMG Invesco ESG NASDAQ 100 ETF	$3,577,186	$92,726 â–¼	-2.5%	69,826	0.1%	ETF
IWO iShares Russell 2000 Growth ETF	$3,550,368	$11,031 â–²	0.3%	9,012	0.1%	ETF
CBRE CBRE Group	$3,531,302	$108,021 â–¼	-3.0%	26,218	0.1%	Real Estate
COST Costco Wholesale	$3,407,163	$1,871 â–¼	-0.1%	3,642	0.1%	Consumer Staples
SCHF Schwab International Equity ETF	$3,400,258		0.0%	122,753	0.1%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$3,279,031	$21,198 â–¼	-0.6%	62,339	0.1%	ETF
WDC Western Digital	$3,021,784	$3,021,784 â–²	New Holding	4,731	0.1%	Technology
VRSK Verisk Analytics	$2,934,956	$738,766 â–¼	-20.1%	16,348	0.1%	Industrials
VRTX Vertex Pharmaceuticals	$2,923,355	$240,425 â–¼	-7.6%	5,885	0.1%	Healthcare
HD Home Depot	$2,877,692	$38,440 â–¼	-1.3%	8,160	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2026)

About Sand Hill Global Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2026)

About Sand Hill Global Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSand Hill Global Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools