The Analysis of Sand Hill Global Advisors, LLC's Holdings
Currently, Sand Hill Global Advisors, LLC holds 199 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in VNQ (+766.6K shares, valued at $70.1M), JPST (+112.0K shares, valued at $5.7M), PULS (+113.9K shares, valued at $5.7M); decreased their positions in ICSH (-681.3K shares, valued at $34.6M), VOO (-33.0K shares, valued at $20.2M), SPY (-15.6K shares, valued at $10.4M); initiated new positions in ARE (+63.3K shares, valued at $5.3M), VGSR (+374.8K shares, valued at $4.0M), TOV (+32.4K shares, valued at $909.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS498.0K shares-6.21%2025-09-302025-11-12
EFA ISHARES TR2.8M shares1.10%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR348.8K shares-4.29%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F3.1M shares-1.23%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS1.6M shares89.49%2025-09-302025-11-12 IJH ISHARES TR2.3M shares-0.38%2025-09-302025-11-12 IWM ISHARES TR582.6K shares-4.36%2025-09-302025-11-12 SPYM SPDR SERIES TRUST1.7M shares-1.86%2025-09-302025-11-12 VBK VANGUARD INDEX FDS305.7K shares-0.47%2025-09-302025-11-12 QQQ INVESCO QQQ TR131.7K shares-1.24%2025-09-302025-11-12 VGIT VANGUARD SCOTTSDALE FDS1.1M shares1.67%2025-09-302025-11-12 AGG ISHARES TR667.1K shares3.06%2025-09-302025-11-12 IVV ISHARES TR75.5K shares-9.43%2025-09-302025-11-12 BOND PIMCO ETF TR532.0K shares0.18%2025-09-302025-11-12 NVDA NVIDIA CORPORATION236.4K shares-2.38%2025-09-302025-11-12 AAPL APPLE INC143.8K shares-1.97%2025-09-302025-11-12 MSFT MICROSOFT CORP66.8K shares-1.41%2025-09-302025-11-12 GOOGL ALPHABET INC113.5K shares-2.90%2025-09-302025-11-12 AMZN AMAZON COM INC124.2K shares-2.36%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.79.4K shares-6.17%2025-09-302025-11-12 META META PLATFORMS INC33.9K shares-2.02%2025-09-302025-11-12 ESGU ISHARES TR161.3K shares-4.75%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS327.9K shares-1.12%2025-09-302025-11-12 DOCS DOXIMITY INC240.3K shares0.00%2025-09-302025-11-12 V VISA INC48.6K shares-6.08%2025-09-302025-11-12 ICSH ISHARES TR314.6K shares-68.41%2025-09-302025-11-12 VEEV VEEVA SYS INC52.9K shares0.00%2025-09-302025-11-12 IYR ISHARES TR157.7K shares8.03%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F282.6K shares65.64%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2025-09-302025-11-12 PULS PGIM ETF TR286.1K shares66.19%2025-09-302025-11-12 ESML ISHARES TR301.5K shares-0.90%2025-09-302025-11-12 TJX TJX COS INC NEW86.7K shares-4.32%2025-09-302025-11-12 DASH DOORDASH INC44.4K shares-14.99%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP15.7K shares-2.00%2025-09-302025-11-12 AVGO BROADCOM INC35.8K shares-3.61%2025-09-302025-11-12 ESGD ISHARES TR126.0K shares3.02%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS136.7K shares0.00%2025-09-302025-11-12 ZM ZOOM COMMUNICATIONS INC130.3K shares5.43%2025-09-302025-11-12 BLK BLACKROCK INC9.0K shares-3.49%2025-09-302025-11-12 CME CME GROUP INC38.1K shares-2.42%2025-09-302025-11-12 CVX CHEVRON CORP NEW62.7K shares-0.73%2025-09-302025-11-12 ADSK AUTODESK INC29.2K shares-2.54%2025-09-302025-11-12 VB VANGUARD INDEX FDS36.3K shares-3.16%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON49.5K shares-3.30%2025-09-302025-11-12 ECL ECOLAB INC32.2K shares-2.98%2025-09-302025-11-12 SYK STRYKER CORPORATION23.3K shares-2.49%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC42.0K shares-3.17%2025-09-302025-11-12 TSLA TESLA INC18.5K shares-7.54%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO53.1K shares-2.22%2025-09-302025-11-12 ABT ABBOTT LABS58.9K shares-3.70%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC1.4K shares-1.86%2025-09-302025-11-12 ACWX ISHARES TR117.3K shares-0.03%2025-09-302025-11-12 DIS DISNEY WALT CO64.6K shares-2.60%2025-09-302025-11-12 HON HONEYWELL INTL INC34.9K shares-3.95%2025-09-302025-11-12 NEAR ISHARES U S ETF TR141.6K shares0.08%2025-09-302025-11-12 WM WASTE MGMT INC DEL32.5K shares-1.91%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR11.9K shares-2.16%2025-09-302025-11-12 CRM SALESFORCE INC29.8K shares-1.15%2025-09-302025-11-12 AEP AMERICAN ELEC PWR CO INC61.4K shares-0.88%2025-09-302025-11-12 VTI VANGUARD INDEX FDS20.9K shares-11.86%2025-09-302025-11-12 EEM ISHARES TR127.0K shares-2.43%2025-09-302025-11-12 LLY ELI LILLY & CO8.7K shares-3.21%2025-09-302025-11-12 WYNN WYNN RESORTS LTD51.3K shares5.28%2025-09-302025-11-12 SNOW SNOWFLAKE INC28.0K shares-1.02%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL12.4K shares-21.94%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS76.2K shares0.00%2025-09-302025-11-12 ETN EATON CORP PLC16.3K shares-1.25%2025-09-302025-11-12 ACWI ISHARES TR42.0K shares0.00%2025-09-302025-11-12 LNG CHENIERE ENERGY INC23.7K shares-1.80%2025-09-302025-11-12 ARE ALEXANDRIA REAL ESTATE EQ IN63.3K sharesnew addition2025-09-302025-11-12 EAGG ISHARES TR109.4K shares2.36%2025-09-302025-11-12 INTU INTUIT7.6K shares-1.98%2025-09-302025-11-12 PWR QUANTA SVCS INC12.3K shares-2.67%2025-09-302025-11-12 KMB KIMBERLY-CLARK CORP40.8K shares-2.96%2025-09-302025-11-12 MUB ISHARES TR47.3K shares-34.52%2025-09-302025-11-12 SCHO SCHWAB STRATEGIC TR198.4K shares1.36%2025-09-302025-11-12 ESGE ISHARES INC110.5K shares0.07%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND19.3K shares-6.18%2025-09-302025-11-12 PLD PROLOGIS INC.41.4K shares-2.09%2025-09-302025-11-12 IWB ISHARES TR12.9K shares-1.02%2025-09-302025-11-12 CMF ISHARES TR77.5K shares-13.28%2025-09-302025-11-12 NEM NEWMONT CORP51.8K shares-35.63%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST58.2K shares-2.23%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR159.8K shares0.00%2025-09-302025-11-12 ETR ENTERGY CORP NEW43.9K shares31.30%2025-09-302025-11-12 GOOG ALPHABET INC16.8K shares-21.94%2025-09-302025-11-12 VGSR MANAGER DIRECTED PORTFOLIOS374.8K sharesnew addition2025-09-302025-11-12 IWV ISHARES TR9.8K shares-0.54%2025-09-302025-11-12 MUNI PIMCO ETF TR66.4K shares0.04%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW3.7K shares-0.22%2025-09-302025-11-12 QQMG INVESCO EXCH TRADED FD TR II82.7K shares0.34%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR131.5K shares0.00%2025-09-302025-11-12 TGT TARGET CORP34.0K shares-5.98%2025-09-302025-11-12 IWO ISHARES TR9.0K shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC6.6K shares-1.07%2025-09-302025-11-12 VRTX VERTEX PHARMACEUTICALS INC6.7K shares-8.11%2025-09-302025-11-12 VO VANGUARD INDEX FDS8.5K shares-8.35%2025-09-302025-11-12 VV VANGUARD INDEX FDS7.9K shares0.00%2025-09-302025-11-12 PGR PROGRESSIVE CORP8.0K shares-0.01%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS8.1K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP15.3K shares-1.52%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR12.3K shares-0.38%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR6.0K shares-3.67%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F22.5K shares-6.45%2025-09-302025-11-12 ABBV ABBVIE INC6.6K shares-7.31%2025-09-302025-11-12 LDUR PIMCO ETF TR13.0K shares0.55%2025-09-302025-11-12 AMAT APPLIED MATLS INC6.1K shares0.00%2025-09-302025-11-12 OEF ISHARES TR3.7K shares0.03%2025-09-302025-11-12 IWF ISHARES TR2.6K shares0.00%2025-09-302025-11-12 JMUB J P MORGAN EXCHANGE TRADED F23.1K shares-29.20%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC6.2K shares-20.46%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS17.7K shares-5.90%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST26.7K shares-0.97%2025-09-302025-11-12 VTEC VANGUARD CALIF TAX FREE FDS9.6K shares13.74%2025-09-302025-11-12 GLD SPDR GOLD TR2.7K shares-1.75%2025-09-302025-11-12 NU NU HLDGS LTD58.8K shares0.00%2025-09-302025-11-12 TOV EA SERIES TRUST32.4K sharesnew addition2025-09-302025-11-12 SCHC SCHWAB STRATEGIC TR19.9K shares10.14%2025-09-302025-11-12 LOW LOWES COS INC3.3K shares-5.25%2025-09-302025-11-12 AFL AFLAC INC7.4K shares0.00%2025-09-302025-11-12 ORCL ORACLE CORP2.8K shares-39.77%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR23.8K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC11.4K shares0.00%2025-09-302025-11-12 MA MASTERCARD INCORPORATED1.3K shares-51.02%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS2.5K shares-10.95%2025-09-302025-11-12 BILL BILL HOLDINGS INC12.6K shares0.00%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN2.3K shares0.00%2025-09-302025-11-12 FNDX SCHWAB STRATEGIC TR25.4K shares0.00%2025-09-302025-11-12 IEFA ISHARES TR6.9K shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP2.0K shares-3.78%2025-09-302025-11-12 BMO BANK MONTREAL QUE4.6K shares0.00%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC6.0K shares-54.20%2025-09-302025-11-12 COUR COURSERA INC49.7K shares-19.83%2025-09-302025-11-12 LRCX LAM RESEARCH CORP4.3K shares-72.05%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS7.4K shares148.04%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP5.7K shares0.00%2025-09-302025-11-12 BAC BANK AMERICA CORP10.4K sharesnew addition2025-09-302025-11-12 NFLX NETFLIX INC443 shares-65.55%2025-09-302025-11-12 RTX RTX CORPORATION3.2K shares-0.22%2025-09-302025-11-12 CGMU CAPITAL GRP FIXED INCM ETF T19.4K shares1.14%2025-09-302025-11-12 UNP UNION PAC CORP2.2K shares0.00%2025-09-302025-11-12 IWD ISHARES TR2.5K shares-10.44%2025-09-302025-11-12 SPSM SPDR SERIES TRUST10.9K shares0.00%2025-09-302025-11-12 DFAT DIMENSIONAL ETF TRUST8.7K shares0.00%2025-09-302025-11-12 IAU ISHARES GOLD TR6.7K shares0.00%2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC1.0K sharesnew addition2025-09-302025-11-12 PEP PEPSICO INC3.2K shares-5.89%2025-09-302025-11-12 DHR DANAHER CORPORATION2.3K shares-91.24%2025-09-302025-11-12 NUDM NUSHARES ETF TR12.0K shares0.00%2025-09-302025-11-12 GE GE AEROSPACE1.4K shares-20.36%2025-09-302025-11-12 SCZ ISHARES TR5.6K shares0.00%2025-09-302025-11-12 KO COCA COLA CO6.4K shares-15.26%2025-09-302025-11-12 WFC WELLS FARGO CO NEW5.0K shares0.00%2025-09-302025-11-12 MMM 3M CO2.7K shares0.00%2025-09-302025-11-12 SUSA ISHARES TR3.0K shares0.00%2025-09-302025-11-12 CDE COEUR MNG INC19.0K shares0.00%2025-09-302025-11-12 VGT VANGUARD WORLD FD477 shares18.95%2025-09-302025-11-12 CAT CATERPILLAR INC744 shares-4.49%2025-09-302025-11-12 LIN LINDE PLC743 shares-6.19%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.00%2025-09-302025-11-12 BUFR FIRST TR EXCHNG TRADED FD VI10.1K shares0.00%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO973 shares-53.04%2025-09-302025-11-12 KKR KKR & CO INC2.4K shares0.00%2025-09-302025-11-12 J JACOBS SOLUTIONS INC2.0K shares0.00%2025-09-302025-11-12 GILD GILEAD SCIENCES INC2.7K shares0.00%2025-09-302025-11-12 IJS ISHARES TR2.7K shares-17.80%2025-09-302025-11-12 SPGI S&P GLOBAL INC618 shares-2.22%2025-09-302025-11-12 HTGC HERCULES CAPITAL INC15.8K shares2.12%2025-09-302025-11-12 GOVT ISHARES TR12.9K shares-23.29%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC1.8K shares-8.43%2025-09-302025-11-12 IJR ISHARES TR2.4K shares-14.25%2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II1.2K shares0.00%2025-09-302025-11-12 EMB ISHARES TR3.0K shares-3.84%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC349 shares0.00%2025-09-302025-11-12 APO APOLLO GLOBAL MGMT INC2.0K shares0.00%2025-09-302025-11-12 FAST FASTENAL CO5.3K shares0.00%2025-09-302025-11-12 CART MAPLEBEAR INC7.0K shares0.00%2025-09-302025-11-12 NYT NEW YORK TIMES CO4.4K shares0.00%2025-09-302025-11-12 IEMG ISHARES INC3.8K shares-77.93%2025-09-302025-11-12 TXN TEXAS INSTRS INC1.3K shares-0.30%2025-09-302025-11-12 NEE NEXTERA ENERGY INC3.1K shares-0.06%2025-09-302025-11-12 FNDA SCHWAB STRATEGIC TR7.6K shares0.00%2025-09-302025-11-12 GEV GE VERNOVA INC376 shares-8.07%2025-09-302025-11-12 FEX FIRST TR EXCHANGE-TRADED ALP2.0K shares-19.88%2025-09-302025-11-12 SBUX STARBUCKS CORP2.7K shares-6.05%2025-09-302025-11-12 RBLX ROBLOX CORP1.6K sharesnew addition2025-09-302025-11-12 VXUS VANGUARD STAR FDS3.1K shares3.14%2025-09-302025-11-12 FICO FAIR ISAAC CORP150 shares0.00%2025-09-302025-11-12 IAT ISHARES TR4.1K shares0.00%2025-09-302025-11-12 DVY ISHARES TR1.5K sharesnew addition2025-09-302025-11-12 IVW ISHARES TR1.8K sharesnew addition2025-09-302025-11-12 O REALTY INCOME CORP3.5K shares0.00%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC432 sharesnew addition2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP337 sharesnew addition2025-09-302025-11-12 BGC BGC GROUP INC11.6K shares0.00%2025-09-302025-11-12 OPEN OPENDOOR TECHNOLOGIES INC12.0K sharesnew addition2025-09-302025-11-12 RWT REDWOOD TRUST INC13.0K sharesnew addition2025-09-302025-11-12 EXFY EXPENSIFY INC20.3K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available