The Analysis of Sand Hill Global Advisors, LLC's Holdings
Currently, Sand Hill Global Advisors, LLC holds 197 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in BOND (+92.5K shares, valued at $8.6M), ESML (+173.1K shares, valued at $8.0M), EFA (+56.0K shares, valued at $5.4M); decreased their positions in SPY (-13.5K shares, valued at $9.2M), N/A (-12.5K shares, valued at $7.9M), N/A (-11.5K shares, valued at $7.1M); initiated new positions in VRSK (+20.3K shares, valued at $4.6M), FIG (+26.9K shares, valued at $1.0M), CPNG (+33.1K shares, valued at $781.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EFA ISHARES TR2.9M shares1.97%2025-12-312026-02-12
SPY SPDR S&P 500 ETF TR335.2K shares-3.87%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX F3.1M shares-0.28%2025-12-312026-02-12 IJH ISHARES TR2.3M shares1.02%2025-12-312026-02-12 VNQ VANGUARD INDEX FDS1.7M shares2.46%2025-12-312026-02-12 IWM ISHARES TR562.9K shares-3.39%2025-12-312026-02-12 SPYM SPDR SERIES TRUST1.6M shares-3.54%2025-12-312026-02-12 VBK VANGUARD INDEX FDS306.2K shares0.17%2025-12-312026-02-12 VGIT VANGUARD SCOTTSDALE FDS1.2M shares6.86%2025-12-312026-02-12 AGG ISHARES TR706.1K shares5.86%2025-12-312026-02-12 BOND PIMCO ETF TR624.5K shares17.39%2025-12-312026-02-12 IVV ISHARES TR75.5K shares-0.11%2025-12-312026-02-12 AAPL APPLE INC143.6K shares-0.13%2025-12-312026-02-12 NVDA NVIDIA CORPORATION204.6K shares-13.45%2025-12-312026-02-12 ALPHABET INC ALPHABET INC110.4K shares-2.77%2025-12-312026-02-12 MSFT MICROSOFT CORP66.4K shares-0.66%2025-12-312026-02-12 AMZN AMAZON COM INC125.2K shares0.77%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.77.4K shares-2.53%2025-12-312026-02-12 ESGU ISHARES TR155.0K shares-3.92%2025-12-312026-02-12 META META PLATFORMS INC33.9K shares-0.16%2025-12-312026-02-12 ESML ISHARES TR474.6K shares57.41%2025-12-312026-02-12 VEA VANGUARD TAX-MANAGED FDS326.8K shares-0.33%2025-12-312026-02-12 IYR ISHARES TR183.8K shares16.59%2025-12-312026-02-12 V VISA INC48.7K shares0.18%2025-12-312026-02-12 ICSH ISHARES TR332.7K shares5.78%2025-12-312026-02-12 JPST J P MORGAN EXCHANGE TRADED F295.9K shares4.69%2025-12-312026-02-12 PULS PGIM ETF TR298.9K shares4.47%2025-12-312026-02-12 BRK.A BERKSHIRE HATHAWAY INC DEL18 shares-5.26%2025-12-312026-02-12 PH PARKER-HANNIFIN CORP15.4K shares-1.72%2025-12-312026-02-12 TJX TJX COS INC NEW85.0K shares-1.88%2025-12-312026-02-12 BROADCOM INC BROADCOM INC36.4K shares1.67%2025-12-312026-02-12 ESGD ISHARES TR129.4K shares2.68%2025-12-312026-02-12 VEEV VEEVA SYS INC52.9K shares0.00%2025-12-312026-02-12 BSV VANGUARD BD INDEX FDS139.6K shares2.09%2025-12-312026-02-12 DOCS DOXIMITY INC240.3K shares0.00%2025-12-312026-02-12 CME CME GROUP INC37.3K shares-2.23%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON49.1K shares-0.66%2025-12-312026-02-12 ZM ZOOM COMMUNICATIONS INC117.9K shares-9.56%2025-12-312026-02-12 DASH DOORDASH INC44.4K shares0.00%2025-12-312026-02-12 CVX CHEVRON CORP NEW63.0K shares0.38%2025-12-312026-02-12 VB VANGUARD INDEX FDS35.9K shares-1.12%2025-12-312026-02-12 LLY ELI LILLY & CO8.4K shares-3.23%2025-12-312026-02-12 EAGG ISHARES TR185.4K shares69.42%2025-12-312026-02-12 ADSK AUTODESK INC29.4K shares0.88%2025-12-312026-02-12 ECL ECOLAB INC31.9K shares-1.11%2025-12-312026-02-12 ACWX ISHARES TR122.2K shares4.23%2025-12-312026-02-12 TSLA TESLA INC18.1K shares-2.22%2025-12-312026-02-12 SYK STRYKER CORPORATION22.9K shares-1.79%2025-12-312026-02-12 CRM SALESFORCE INC29.6K shares-0.82%2025-12-312026-02-12 PANW PALO ALTO NETWORKS INC41.9K shares-0.14%2025-12-312026-02-12 INTU INTUIT11.6K shares53.67%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO53.2K shares0.11%2025-12-312026-02-12 BKNG BOOKING HOLDINGS INC1.4K shares-3.72%2025-12-312026-02-12 NEAR ISHARES U S ETF TR141.4K shares-0.11%2025-12-312026-02-12 ABT ABBOTT LABS57.7K shares-2.05%2025-12-312026-02-12 MDY SPDR S&P MIDCAP 400 ETF TR11.9K shares-0.08%2025-12-312026-02-12 DIS DISNEY WALT CO62.8K shares-2.78%2025-12-312026-02-12 WM WASTE MGMT INC DEL32.1K shares-1.22%2025-12-312026-02-12 AEP AMERICAN ELEC PWR CO INC60.8K shares-0.91%2025-12-312026-02-12 VTI VANGUARD INDEX FDS20.5K shares-1.92%2025-12-312026-02-12 HON HONEYWELL INTL INC33.9K shares-2.82%2025-12-312026-02-12 EEM ISHARES TR120.5K shares-5.09%2025-12-312026-02-12 SNOW SNOWFLAKE INC28.2K shares0.61%2025-12-312026-02-12 VCSH VANGUARD SCOTTSDALE FDS76.2K shares0.00%2025-12-312026-02-12 WYNN WYNN RESORTS LTD50.4K shares-1.64%2025-12-312026-02-12 ACWI ISHARES TR42.0K shares0.00%2025-12-312026-02-12 ALPHABET INC ALPHABET INC17.0K shares0.93%2025-12-312026-02-12 PLD PROLOGIS INC.41.6K shares0.58%2025-12-312026-02-12 PWR QUANTA SVCS INC12.2K shares-0.63%2025-12-312026-02-12 NEM NEWMONT CORP50.7K shares-2.19%2025-12-312026-02-12 MUB ISHARES TR47.0K shares-0.57%2025-12-312026-02-12 SCHO SCHWAB STRATEGIC TR201.9K shares1.78%2025-12-312026-02-12 ESGE ISHARES INC108.3K shares-1.91%2025-12-312026-02-12 IWB ISHARES TR12.6K shares-2.43%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR169.6K shares6.13%2025-12-312026-02-12 VRSK VERISK ANALYTICS INC20.3K sharesnew addition2025-12-312026-02-12 LNG CHENIERE ENERGY INC23.1K shares-2.68%2025-12-312026-02-12 CMF ISHARES TR75.3K shares-2.78%2025-12-312026-02-12 DFUS DIMENSIONAL ETF TRUST57.5K shares-1.36%2025-12-312026-02-12 VGSR MANAGER DIRECTED PORTFOLIOS398.0K shares6.18%2025-12-312026-02-12 ETR ENTERGY CORP NEW44.0K shares0.23%2025-12-312026-02-12 IWV ISHARES TR9.7K shares-0.82%2025-12-312026-02-12 MUNI PIMCO ETF TR66.4K shares0.00%2025-12-312026-02-12 QQMG INVESCO EXCH TRADED FD TR II71.8K shares-13.17%2025-12-312026-02-12 SCHF SCHWAB STRATEGIC TR126.3K shares-3.98%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW3.5K shares-5.50%2025-12-312026-02-12 IWO ISHARES TR9.0K shares0.00%2025-12-312026-02-12 TGT TARGET CORP29.3K shares-13.86%2025-12-312026-02-12 VO VANGUARD INDEX FDS8.5K shares-0.14%2025-12-312026-02-12 VV VANGUARD INDEX FDS7.7K shares-2.81%2025-12-312026-02-12 VRTX VERTEX PHARMACEUTICALS INC5.2K shares-23.04%2025-12-312026-02-12 HD HOME DEPOT INC6.4K shares-3.29%2025-12-312026-02-12 XLV SELECT SECTOR SPDR TR12.2K shares-0.29%2025-12-312026-02-12 XOM EXXON MOBIL CORP15.7K shares2.46%2025-12-312026-02-12 PGR PROGRESSIVE CORP8.0K shares0.44%2025-12-312026-02-12 AMAT APPLIED MATLS INC6.7K shares9.55%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS7.7K shares-4.41%2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR11.5K shares92.38%2025-12-312026-02-12 VEU VANGUARD INTL EQUITY INDEX F22.5K shares0.00%2025-12-312026-02-12 ABBV ABBVIE INC7.2K shares9.57%2025-12-312026-02-12 LDUR PIMCO ETF TR14.1K shares8.53%2025-12-312026-02-12 JMUB J P MORGAN EXCHANGE TRADED F25.4K shares9.83%2025-12-312026-02-12 IWF ISHARES TR2.6K shares0.00%2025-12-312026-02-12 OEF ISHARES TR3.5K shares-5.75%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC6.1K shares-1.72%2025-12-312026-02-12 VGSH VANGUARD SCOTTSDALE FDS18.2K shares2.91%2025-12-312026-02-12 DFAC DIMENSIONAL ETF TRUST25.9K shares-3.15%2025-12-312026-02-12 FIG FIGMA INC26.9K sharesnew addition2025-12-312026-02-12 GLD SPDR GOLD TR2.5K shares-5.69%2025-12-312026-02-12 FNDX SCHWAB STRATEGIC TR36.4K shares43.47%2025-12-312026-02-12 CSCO CISCO SYS INC12.8K shares12.86%2025-12-312026-02-12 NU NU HLDGS LTD58.4K shares-0.68%2025-12-312026-02-12 VTEC VANGUARD CALIF TAX FREE FDS9.7K shares0.54%2025-12-312026-02-12 TOV EA SERIES TRUST31.9K shares-1.51%2025-12-312026-02-12 SCHC SCHWAB STRATEGIC TR20.1K shares0.78%2025-12-312026-02-12 AFL AFLAC INC7.4K shares1.10%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS2.7K shares8.03%2025-12-312026-02-12 LOW LOWES COS INC3.3K shares-0.57%2025-12-312026-02-12 MA MASTERCARD INCORPORATED1.4K shares5.98%2025-12-312026-02-12 SCHE SCHWAB STRATEGIC TR24.1K shares1.46%2025-12-312026-02-12 CPNG COUPANG INC33.1K sharesnew addition2025-12-312026-02-12 ORCL ORACLE CORP3.6K shares28.77%2025-12-312026-02-12 PACS PACS GROUP INC16.7K sharesnew addition2025-12-312026-02-12 BMO BANK MONTREAL QUE4.7K shares2.47%2025-12-312026-02-12 MCD MCDONALDS CORP2.0K shares0.87%2025-12-312026-02-12 IEFA ISHARES TR6.7K shares-2.49%2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INC1.1K shares2.92%2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING IN2.3K shares1.05%2025-12-312026-02-12 RTX RTX CORPORATION3.2K shares1.49%2025-12-312026-02-12 SCHW SCHWAB CHARLES CORP5.9K shares1.83%2025-12-312026-02-12 CGMU CAPITAL GRP FIXED INCM ETF T20.3K shares4.80%2025-12-312026-02-12 BND VANGUARD BD INDEX FDS7.4K shares-0.11%2025-12-312026-02-12 IWD ISHARES TR2.5K shares0.00%2025-12-312026-02-12 DHR DANAHER CORPORATION2.3K shares1.18%2025-12-312026-02-12 UNP UNION PAC CORP2.2K shares0.36%2025-12-312026-02-12 WFC WELLS FARGO CO NEW5.3K shares5.22%2025-12-312026-02-12 DFAT DIMENSIONAL ETF TRUST8.1K shares-6.06%2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC5.9K shares-1.79%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE1.5K shares3.04%2025-12-312026-02-12 CAT CATERPILLAR INC800 shares7.53%2025-12-312026-02-12 KO COCA COLA CO6.5K shares1.84%2025-12-312026-02-12 PEP PEPSICO INC3.1K shares-2.54%2025-12-312026-02-12 SCZ ISHARES TR5.6K shares0.00%2025-12-312026-02-12 NUDM NUSHARES ETF TR12.0K shares0.00%2025-12-312026-02-12 SPSM SPDR SERIES TRUST9.2K shares-15.91%2025-12-312026-02-12 MMM 3M CO2.7K shares0.00%2025-12-312026-02-12 SUSA ISHARES TR3.0K shares0.00%2025-12-312026-02-12 NFLX NETFLIX INC4.5K shares909.03%2025-12-312026-02-12 VGT VANGUARD WORLD FD491 shares2.94%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.00%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO976 shares0.31%2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC407 shares16.62%2025-12-312026-02-12 BUFR FIRST TR EXCHNG TRADED FD VI10.1K shares0.00%2025-12-312026-02-12 SPGI S&P GLOBAL INC649 shares5.02%2025-12-312026-02-12 CART MAPLEBEAR INC7.0K shares0.00%2025-12-312026-02-12 NYT NEW YORK TIMES CO4.4K shares0.00%2025-12-312026-02-12 KKR & CO INC KKR & CO INC2.4K shares0.00%2025-12-312026-02-12 QQQM INVESCO EXCH TRADED FD TR II1.2K shares3.46%2025-12-312026-02-12 LINDE PLC LINDE PLC704 shares-5.25%2025-12-312026-02-12 GOVT ISHARES TR12.9K shares0.00%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC1.9K shares3.52%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC508 shares17.59%2025-12-312026-02-12 COUR COURSERA INC39.7K shares-20.12%2025-12-312026-02-12 IJR ISHARES TR2.3K shares-3.53%2025-12-312026-02-12 EMB ISHARES TR2.8K shares-4.90%2025-12-312026-02-12 J JACOBS SOLUTIONS INC2.0K shares0.00%2025-12-312026-02-12 AMGN AMGEN INC825 sharesnew addition2025-12-312026-02-12 HTGC HERCULES CAPITAL INC13.8K shares-12.63%2025-12-312026-02-12 IJS ISHARES TR2.2K shares-17.95%2025-12-312026-02-12 ABNB AIRBNB INC1.9K sharesnew addition2025-12-312026-02-12 FNDA SCHWAB STRATEGIC TR8.0K shares5.97%2025-12-312026-02-12 NEE NEXTERA ENERGY INC3.1K shares0.00%2025-12-312026-02-12 MERCK & CO INC MERCK & CO INC2.3K sharesnew addition2025-12-312026-02-12 IEMG ISHARES INC3.6K shares-5.70%2025-12-312026-02-12 BAC BANK AMERICA CORP4.4K shares-57.71%2025-12-312026-02-12 GEV GE VERNOVA INC366 shares-2.66%2025-12-312026-02-12 FEX FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2025-12-312026-02-12 VXUS VANGUARD STAR FDS3.1K shares0.00%2025-12-312026-02-12 SBUX STARBUCKS CORP2.7K shares0.93%2025-12-312026-02-12 FAST FASTENAL CO5.6K shares6.09%2025-12-312026-02-12 UAL UNITED AIRLS HLDGS INC2.0K sharesnew addition2025-12-312026-02-12 IAT ISHARES TR4.1K shares0.00%2025-12-312026-02-12 IVW ISHARES TR1.8K shares0.00%2025-12-312026-02-12 TXN TEXAS INSTRS INC1.2K shares-7.66%2025-12-312026-02-12 DVY ISHARES TR1.5K shares0.00%2025-12-312026-02-12 MCO MOODYS CORP408 sharesnew addition2025-12-312026-02-12 HOLX HOLOGIC INC2.7K sharesnew addition2025-12-312026-02-12 EXFY EXPENSIFY INC20.3K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available