Sponsored

The Analysis of Sand Hill Global Advisors, LLC's Holdings & P&L

Currently, Sand Hill Global Advisors, LLC holds 204 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in ACWX (+1.2M shares, valued at $80.0M), BOND (+440.6K shares, valued at $40.7M), N/A (+40.5K shares, valued at $24.2M); decreased their positions in ABT (-51.3K shares, valued at $5.3M), AGG (-45.3K shares, valued at $4.5M), JPM (-11.8K shares, valued at $3.5M); initiated new positions in CDNS (+18.7K shares, valued at $5.2M), AJG (+18.7K shares, valued at $4.0M), CBRE (+27.0K shares, valued at $3.7M).

1M P&L

+62.2M+2.49%

3M P&L

+61.3M+2.45%

HY P&L

+185.7M+7.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.9B

79.2%

2Software - Application42.7M

1.8%

3Software - Infrastructure41.6M

1.7%

Top Industries by Stock Count

1N/A85 stocks

47.0%

2Software - Application9 stocks

5.0%

3Drug Manufacturers - General4 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS526.0K shares8.34%2026-03-312026-05-14

EFA ISHARES TR3.0M shares4.25%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T332.2K shares-0.90%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F3.2M shares2.97%2026-03-312026-05-14

IJH ISHARES TR2.3M shares2.89%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS1.7M shares4.71%2026-03-312026-05-14

SPYM SPDR SERIES TRUST1.8M shares14.24%2026-03-312026-05-14

IWM ISHARES TR563.9K shares0.17%2026-03-312026-05-14

Sponsored

BOND PIMCO ETF TR1.1M shares70.55%2026-03-312026-05-14

VBK VANGUARD INDEX FDS314.3K shares2.63%2026-03-312026-05-14

ACWX ISHARES TR1.3M shares956.18%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS1.3M shares5.38%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR124.4K shares3.46%2026-03-312026-05-14

AGG ISHARES TR660.8K shares-6.42%2026-03-312026-05-14

IVV ISHARES TR72.8K shares-3.46%2026-03-312026-05-14

AAPL APPLE INC164.1K shares14.27%2026-03-312026-05-14

Sponsored

NVDA NVIDIA CORPORATION208.6K shares1.98%2026-03-312026-05-14

ALPHABET INC ALPHABET INC101.3K shares-8.25%2026-03-312026-05-14

MSFT MICROSOFT CORP76.1K shares14.66%2026-03-312026-05-14

AMZN AMAZON COM INC127.5K shares1.84%2026-03-312026-05-14

ESGU ISHARES TR157.3K shares1.48%2026-03-312026-05-14

ESML ISHARES TR472.4K shares-0.46%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS321.9K shares-1.51%2026-03-312026-05-14

META META PLATFORMS INC33.9K shares0.23%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO65.7K shares-15.19%2026-03-312026-05-14

IYR ISHARES TR185.0K shares0.67%2026-03-312026-05-14

ICSH ISHARES TR326.1K shares-2.00%2026-03-312026-05-14

V VISA INC48.5K shares-0.47%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F287.1K shares-2.96%2026-03-312026-05-14

PULS PGIM ETF TR289.4K shares-3.16%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP15.1K shares-2.01%2026-03-312026-05-14

TJX TJX COS INC NEW84.5K shares-0.67%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION61.5K shares-2.36%2026-03-312026-05-14

ESGD ISHARES TR131.6K shares1.69%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL17 shares-5.56%2026-03-312026-05-14

BROADCOM INC BROADCOM INC39.1K shares7.39%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON49.0K shares-0.21%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS139.6K shares0.02%2026-03-312026-05-14

CME CME GROUP INC36.7K shares-1.52%2026-03-312026-05-14

EAGG ISHARES TR209.3K shares12.87%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.3K shares6.59%2026-03-312026-05-14

VB VANGUARD INDEX FDS35.4K shares-1.33%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC9.2K shares1.75%2026-03-312026-05-14

ECL ECOLAB INC31.8K shares-0.15%2026-03-312026-05-14

PG PROCTER & GAMBLE CO55.4K shares4.04%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC60.7K shares-0.25%2026-03-312026-05-14

LLY ELI LILLY & CO8.6K shares2.16%2026-03-312026-05-14

HON HONEYWELL INTL INC33.4K shares-1.50%2026-03-312026-05-14

Sponsored

SYK STRYKER CORPORATION22.9K shares0.01%2026-03-312026-05-14

WM WASTE MGMT INC DEL31.9K shares-0.59%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 4011.9K shares-0.36%2026-03-312026-05-14

ADSK AUTODESK INC30.4K shares3.31%2026-03-312026-05-14

NEAR ISHARES U S ETF TR141.3K shares-0.07%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC42.9K shares2.43%2026-03-312026-05-14

TSLA TESLA INC18.2K shares0.47%2026-03-312026-05-14

EEM ISHARES TR118.7K shares-1.52%2026-03-312026-05-14

Sponsored

PWR QUANTA SVCS INC12.3K shares0.40%2026-03-312026-05-14

DASH DOORDASH INC44.4K shares-0.01%2026-03-312026-05-14

VTI VANGUARD INDEX FDS20.6K shares0.84%2026-03-312026-05-14

LNG CHENIERE ENERGY INC22.6K shares-1.99%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS76.2K shares0.00%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC16.8K shares2.91%2026-03-312026-05-14

DIS DISNEY WALT CO61.6K shares-1.84%2026-03-312026-05-14

ACWI ISHARES TR42.0K shares0.00%2026-03-312026-05-14

Sponsored

WYNN WYNN RESORTS LTD57.1K shares13.09%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC1.4K shares0.29%2026-03-312026-05-14

PLD PROLOGIS INC.42.2K shares1.33%2026-03-312026-05-14

NEM NEWMONT CORP50.3K shares-0.70%2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC18.7K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC17.9K shares5.42%2026-03-312026-05-14

CRM SALESFORCE INC27.1K shares-8.39%2026-03-312026-05-14

ETR ENTERGY CORP NEW44.2K shares0.39%2026-03-312026-05-14

Sponsored

SCHO SCHWAB STRATEGIC TR201.9K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC.50.2K shares1023.42%2026-03-312026-05-14

ESGE ISHARES INC104.4K shares-3.61%2026-03-312026-05-14

MUB ISHARES TR44.7K shares-4.96%2026-03-312026-05-14

INTU INTUIT10.3K shares-11.18%2026-03-312026-05-14

IWB ISHARES TR12.5K shares-0.70%2026-03-312026-05-14

SNOW SNOWFLAKE INC29.1K shares3.03%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR160.4K shares-5.45%2026-03-312026-05-14

Sponsored

VGSR MANAGER DIRECTED PORTFOLIOS396.6K shares-0.34%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST57.1K shares-0.55%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO18.7K sharesnew addition2026-03-312026-05-14

CMF ISHARES TR70.0K shares-7.09%2026-03-312026-05-14

VRSK VERISK ANALYTICS INC20.5K shares0.58%2026-03-312026-05-14

TGT TARGET CORP31.3K shares6.72%2026-03-312026-05-14

CBRE CBRE GROUP INC27.0K sharesnew addition2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION3.6K shares4.03%2026-03-312026-05-14

Sponsored

IWV ISHARES TR9.6K shares-0.80%2026-03-312026-05-14

MUNI PIMCO ETF TR62.7K shares-5.53%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR122.8K shares-2.77%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC6.4K shares23.05%2026-03-312026-05-14

QQMG INVESCO EXCH TRADED FD TR II71.6K shares-0.28%2026-03-312026-05-14

IWO ISHARES TR9.0K shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC8.3K shares30.12%2026-03-312026-05-14

VO VANGUARD INDEX FDS8.9K shares5.33%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP14.9K shares-5.05%2026-03-312026-05-14

VV VANGUARD INDEX FDS7.7K shares0.00%2026-03-312026-05-14

AMAT APPLIED MATLS INC6.2K shares-7.99%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F22.5K shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS7.7K shares0.00%2026-03-312026-05-14

PGR PROGRESSIVE CORP8.0K shares-0.15%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR10.6K shares-12.95%2026-03-312026-05-14

ABBV ABBVIE INC7.0K shares-3.02%2026-03-312026-05-14

Sponsored

XLK SELECT SECTOR SPDR TR11.4K shares-0.72%2026-03-312026-05-14

LDUR PIMCO ETF TR13.8K shares-2.15%2026-03-312026-05-14

JMUB J P MORGAN EXCHANGE TRADED F22.7K shares-10.51%2026-03-312026-05-14

IWF ISHARES TR2.6K shares0.00%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS19.0K shares4.42%2026-03-312026-05-14

OEF ISHARES TR3.5K shares0.00%2026-03-312026-05-14

GLD SPDR GOLD TR2.5K shares0.00%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST25.9K shares0.00%2026-03-312026-05-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares142.72%2026-03-312026-05-14

VTEC VANGUARD CALIF TAX FREE FDS9.5K shares-1.81%2026-03-312026-05-14

CSCO CISCO SYS INC12.0K shares-6.45%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR19.9K shares-0.78%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC6.2K shares1.13%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.4K shares-70.72%2026-03-312026-05-14

TOV EA SERIES TRUST32.1K shares0.52%2026-03-312026-05-14

AFL AFLAC INC7.8K shares4.64%2026-03-312026-05-14

Sponsored

NU NU HLDGS LTD58.4K shares0.00%2026-03-312026-05-14

LOW LOWES COS INC3.5K shares4.70%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR23.8K shares-1.44%2026-03-312026-05-14

IEFA ISHARES TR8.2K shares21.92%2026-03-312026-05-14

MA MASTERCARD INCORPORATED1.5K shares4.93%2026-03-312026-05-14

BMO BANK MONTREAL MEDIUM5.4K shares15.57%2026-03-312026-05-14

KO COCA COLA CO9.6K shares47.67%2026-03-312026-05-14

FNDX SCHWAB STRATEGIC TR25.4K shares-30.30%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.8K shares3.26%2026-03-312026-05-14

ABT ABBOTT LABORATORIES6.4K shares-88.97%2026-03-312026-05-14

MCD MCDONALDS CORP2.1K shares5.77%2026-03-312026-05-14

CAT CATERPILLAR INC893 shares11.63%2026-03-312026-05-14

CPNG COUPANG INC33.1K shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION3.1K shares-2.18%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS7.9K shares7.14%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR6.6K shares-1.63%2026-03-312026-05-14

Sponsored

ORCL ORACLE CORP3.9K shares6.69%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP6.0K shares3.28%2026-03-312026-05-14

IWD ISHARES TR2.6K shares3.65%2026-03-312026-05-14

UNP UNION PAC CORP2.3K shares2.27%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC1.1K shares8.23%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST8.1K shares0.00%2026-03-312026-05-14

CGMU CAPITAL GRP FIXED INCM ETF T18.1K shares-11.02%2026-03-312026-05-14

PEP PEPSICO INC3.2K shares0.32%2026-03-312026-05-14

Sponsored

DIA STATE STR SPDR DOW JONES IND1.1K sharesnew addition2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN2.3K shares1.17%2026-03-312026-05-14

DHR DANAHER CORP DEL2.5K shares7.31%2026-03-312026-05-14

SPSM SPDR SERIES TRUST9.3K shares0.97%2026-03-312026-05-14

SCZ ISHARES TR5.6K shares0.00%2026-03-312026-05-14

NUDM NUSHARES ETF TR12.0K shares0.00%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE1.5K shares1.95%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC6.0K shares1.00%2026-03-312026-05-14

Sponsored

WFC WELLS FARGO & CO5.3K shares1.69%2026-03-312026-05-14

SUSA ISHARES TR3.0K shares0.00%2026-03-312026-05-14

IEMG ISHARES INC5.6K shares55.20%2026-03-312026-05-14

MMM 3M CO2.7K shares-0.22%2026-03-312026-05-14

NYT NEW YORK TIMES CO MTN BE4.4K shares0.00%2026-03-312026-05-14

LINDE PLC LINDE PLC744 shares5.68%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC433 shares6.39%2026-03-312026-05-14

BUFR FIRST TR EXCHNG TRADED FD VI10.1K shares0.00%2026-03-312026-05-14

Sponsored

AXP AMERICAN EXPRESS CO1.1K shares12.09%2026-03-312026-05-14

WMT WALMART INC2.7K sharesnew addition2026-03-312026-05-14

VGT VANGUARD WORLD FD469 shares-4.48%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC2.0K shares5.55%2026-03-312026-05-14

SPGI S&P GLOBAL INC753 shares16.02%2026-03-312026-05-14

GEV GE VERNOVA INC365 shares-0.27%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II1.3K shares10.19%2026-03-312026-05-14

ASML ASML HLDG NV228 sharesnew addition2026-03-312026-05-14

Sponsored

NEE NEXTERA ENERGY INC3.2K shares2.18%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC2.4K shares6.29%2026-03-312026-05-14

GOVT ISHARES TR12.7K shares-2.05%2026-03-312026-05-14

IJR ISHARES TR2.3K shares0.00%2026-03-312026-05-14

DVY ISHARES TR1.8K shares20.53%2026-03-312026-05-14

FAST FASTENAL CO5.8K shares3.37%2026-03-312026-05-14

AMGN AMGEN INC762 shares-7.64%2026-03-312026-05-14

EMB ISHARES TR2.8K shares0.00%2026-03-312026-05-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC541 shares6.50%2026-03-312026-05-14

IJS ISHARES TR2.2K shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP5.4K shares23.29%2026-03-312026-05-14

CART MAPLEBEAR INC7.0K shares0.00%2026-03-312026-05-14

J JACOBS SOLUTIONS INC2.0K shares-2.05%2026-03-312026-05-14

TXN TEXAS INSTRS INC1.3K shares5.93%2026-03-312026-05-14

SHOP SHOPIFY INC2.1K sharesnew addition2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP363 sharesnew addition2026-03-312026-05-14

Sponsored

FNDA SCHWAB STRATEGIC TR7.6K shares-5.63%2026-03-312026-05-14

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-05-14

VXUS VANGUARD STAR FDS3.1K shares0.00%2026-03-312026-05-14

MS MORGAN STANLEY1.4K sharesnew addition2026-03-312026-05-14

SBUX STARBUCKS CORP2.6K shares-4.81%2026-03-312026-05-14

COUR COURSERA INC39.7K shares0.00%2026-03-312026-05-14

FEX FIRST TR EXCHANGE-TRADED ALP1.8K shares-7.23%2026-03-312026-05-14

KKR & CO INC KKR & CO INC2.4K shares0.00%2026-03-312026-05-14

Sponsored

IAT ISHARES TR4.1K shares0.00%2026-03-312026-05-14

O REALTY INCOME CORP3.6K sharesnew addition2026-03-312026-05-14

APH AMPHENOL CORP1.7K sharesnew addition2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.6K sharesnew addition2026-03-312026-05-14

HOLX HOLOGIC INC2.7K shares0.00%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.9K shares-6.35%2026-03-312026-05-14

MCO MOODYS CORP471 shares15.44%2026-03-312026-05-14

HTGC HERCULES CAPITAL INC13.8K shares0.00%2026-03-312026-05-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO3.4K sharesnew addition2026-03-312026-05-14

NKE NIKE INC3.8K sharesnew addition2026-03-312026-05-14

EXFY EXPENSIFY INC20.3K shares0.00%2026-03-312026-05-14

PMVP PMV PHARMACEUTICALS INC12.5K sharesnew addition2026-03-312026-05-14

VANGUARD INDEX FDS

8.34%

Shares526.0K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

4.25%

Shares3.0M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.90%

Shares332.2K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

2.97%

Shares3.2M

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

2.89%

Shares2.3M

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

4.71%

Shares1.7M

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

14.24%

Shares1.8M

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.17%

Shares563.9K

Event2026-03-31

Filed2026-05-14

BOND

PIMCO ETF TR

70.55%

Shares1.1M

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

2.63%

Shares314.3K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

956.18%

Shares1.3M

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

5.38%

Shares1.3M

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

3.46%

Shares124.4K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-6.42%

Shares660.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-3.46%

Shares72.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

14.27%

Shares164.1K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

1.98%

Shares208.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-8.25%

Shares101.3K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

14.66%

Shares76.1K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

1.84%

Shares127.5K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

1.48%

Shares157.3K

Event2026-03-31

Filed2026-05-14

ESML

ISHARES TR

-0.46%

Shares472.4K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-1.51%

Shares321.9K

Event2026-03-31

Filed2026-05-14