# Sand Hill Global Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1009209. Source: https://holderbook.com/funds/1009209-sand-hill-global-advisors-llc/

- Reported value: $3.3B
- Positions: 214
- Weight of the ten largest: 56.8%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $353.7M | 514,982 | 10.6% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $311.2M | 2,996,113 | 9.4% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $241.6M | 323,543 | 7.3% | 31 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $169.2M | 1,754,412 | 5.1% | 31 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $159.2M | 1,812,084 | 4.8% | 11 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $144.7M | 481,468 | 4.4% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $144.4M | 2,419,156 | 4.3% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $139.7M | 1,811,344 | 4.2% | 31 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $114.7M | 1,243,907 | 3.5% | 11 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $108.6M | 296,997 | 3.3% | 19 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $98.3M | 1,291,719 | 3.0% | 27 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $87.5M | 1,279,350 | 2.6% | 27 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $86.5M | 117,449 | 2.6% | 26 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $80.3M | 1,360,880 | 2.4% | 11 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $71.6M | 722,961 | 2.2% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $51.7M | 69,045 | 1.6% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $48.7M | 168,159 | 1.5% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $41.4M | 206,926 | 1.2% | 27 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $36.1M | 101,056 | 1.1% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $30.4M | 127,690 | 0.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $29.6M | 79,441 | 0.9% | 31 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $25.6M | 457,065 | 0.8% | 25 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $25.4M | 154,912 | 0.8% | 24 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $24.3M | 480,554 | 0.7% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $22.4M | 314,123 | 0.7% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $21.8M | 431,876 | 0.7% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $21.4M | 65,525 | 0.6% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $19.0M | 33,704 | 0.6% | 31 |
| ISHARES TR | [IYR](https://holderbook.com/stocks/IYR/) | $18.5M | 180,587 | 0.6% | 12 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $16.8M | 49,014 | 0.5% | 31 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $15.4M | 310,228 | 0.5% | 8 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $14.7M | 38,970 | 0.4% | 9 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $14.7M | 15,019 | 0.4% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $14.6M | 42,826 | 0.4% | 12 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $13.6M | 132,543 | 0.4% | 28 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $12.9M | 47,506 | 0.4% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $12.7M | 17 | 0.4% | 6 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $12.6M | 83,497 | 0.4% | 25 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $12.3M | 48,282 | 0.4% | 31 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $11.3M | 44,489 | 0.3% | 6 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $10.9M | 139,513 | 0.3% | 5 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $10.5M | 34,748 | 0.3% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $10.5M | 8,749 | 0.3% | 9 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $10.2M | 5,142 | 0.3% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $9.8M | 59,409 | 0.3% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $9.8M | 19,665 | 0.3% | 31 |
| ISHARES TR | [EAGG](https://holderbook.com/stocks/EAGG/) | $9.4M | 197,858 | 0.3% | 12 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $8.8M | 31,651 | 0.3% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $8.8M | 9,143 | 0.3% | 7 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $8.2M | 60,029 | 0.2% | 11 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $8.2M | 44,386 | 0.2% | 14 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $8.0M | 11,172 | 0.2% | 5 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $8.0M | 11,309 | 0.2% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $7.9M | 54,122 | 0.2% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $7.9M | 41,425 | 0.2% | 21 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $7.9M | 35,549 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $7.5M | 20,334 | 0.2% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $7.4M | 17,705 | 0.2% | 25 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $7.2M | 22,942 | 0.2% | 21 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $7.2M | 16,820 | 0.2% | 8 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $7.2M | 141,314 | 0.2% | 5 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $7.0M | 31,242 | 0.2% | 31 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $6.9M | 18,459 | 0.2% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $6.2M | 17,671 | 0.2% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $6.1M | 34,018 | 0.2% | 25 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $6.0M | 76,186 | 0.2% | 5 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $5.9M | 30,282 | 0.2% | 13 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $5.9M | 61,038 | 0.2% | 31 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $5.6M | 41,616 | 0.2% | 9 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $5.5M | 35,154 | 0.2% | 20 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $5.4M | 7,400 | 0.2% | 10 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $5.3M | 12,994 | 0.2% | 31 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $5.3M | 22,187 | 0.2% | 17 |
| WYNN RESORTS LTD | [WYNN](https://holderbook.com/stocks/WYNN/) | $5.3M | 54,232 | 0.2% | 7 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $5.1M | 92,355 | 0.2% | 25 |
| ENTERGY CORP NEW | [ETR](https://holderbook.com/stocks/ETR/) | $5.0M | 43,630 | 0.2% | 6 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $4.9M | 201,936 | 0.1% | 5 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $4.8M | 44,687 | 0.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $4.7M | 160,379 | 0.1% | 20 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $4.7M | 49,788 | 0.1% | 11 |
| MANAGER DIRECTED PORTFOLIOS | [VGSR](https://holderbook.com/stocks/VGSR/) | $4.6M | 404,502 | 0.1% | 4 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $4.5M | 54,731 | 0.1% | 21 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $4.2M | 26,752 | 0.1% | 31 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $4.1M | 71,158 | 0.1% | 5 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $4.1M | 31,088 | 0.1% | 14 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $4.0M | 9,385 | 0.1% | 27 |
| GALLAGHER ARTHUR J & CO | [AJG](https://holderbook.com/stocks/AJG/) | $3.9M | 17,197 | 0.1% | 2 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $3.6M | 16,247 | 0.1% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $3.6M | 50,693 | 0.1% | 9 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $3.6M | 16,251 | 0.1% | 1 |
| INVESCO EXCH TRADED FD TR II | [QQMG](https://holderbook.com/stocks/QQMG/) | $3.6M | 69,826 | 0.1% | 6 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $3.6M | 9,012 | 0.1% | 31 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $3.5M | 26,218 | 0.1% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.4M | 3,642 | 0.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $3.4M | 122,753 | 0.1% | 20 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $3.3M | 62,339 | 0.1% | 17 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $3.0M | 4,731 | 0.1% | 1 |
| VERISK ANALYTICS INC | [VRSK](https://holderbook.com/stocks/VRSK/) | $2.9M | 16,348 | 0.1% | 3 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $2.9M | 5,885 | 0.1% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.9M | 8,160 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.2% | +14.8% | -3.6% | 100% |
| Q1 2026 | -2.7% | -4.6% | +1.9% | 100% |
| Q4 2025 | +0.9% | +2.4% | -1.5% | 100% |
| Q3 2025 | +6.6% | +7.8% | -1.2% | 100% |
| Q2 2025 | +8.6% | +10.5% | -1.8% | 100% |
| Q1 2025 | -2.2% | -4.6% | +2.3% | 100% |
| Q4 2024 | -1.0% | +2.1% | -3.1% | 100% |
| Q3 2024 | +6.3% | +5.4% | +0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.3B | 214 |
| Q1 2026 | $3.0B | 204 |
| Q4 2025 | $2.9B | 197 |
| Q3 2025 | $2.8B | 199 |
| Q2 2025 | $2.7B | 202 |
| Q1 2025 | $2.4B | 194 |
| Q4 2024 | $2.4B | 188 |
| Q3 2024 | $2.4B | 195 |
| Q2 2024 | $2.2B | 189 |
| Q1 2024 | $2.1B | 162 |
| Q4 2023 | $2.1B | 161 |
| Q3 2023 | $1.8B | 152 |