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Sand Hill Global Advisors, LLC

Q2 2026 13F filing

Updated 30 days ago

214 disclosed positions worth $3.3B

Portfolio value
$3.3B
Total holdings
214
New positions
22
Closed positions
12
Increased
60
Decreased
93
Turnover
15.9%
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

-2.1%
Value
$353.7M
Shares
515.0K
% Port
10.65%
E

ISHARES TR

-0.8%
Value
$311.2M
Shares
3.00M
% Port
9.37%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

-2.6%
Value
$241.6M
Shares
323.5K
% Port
7.27%
V

VANGUARD INDEX FDS

+0.8%
Value
$169.2M
Shares
1.75M
% Port
5.09%
S

SPDR SERIES TRUST

-1.7%
Value
$159.2M
Shares
1.81M
% Port
4.79%
E

ISHARES TR

-14.6%
Value
$144.7M
Shares
481.5K
% Port
4.36%
V

VANGUARD INTL EQUITY INDEX F

-25.1%
Value
$144.4M
Shares
2.42M
% Port
4.35%
E

ISHARES TR

-22.9%
Value
$139.7M
Shares
1.81M
% Port
4.21%
P
9.PDI

PIMCO ETF TR

+16.8%
Value
$114.7M
Shares
1.24M
% Port
3.45%
T
10.THQ

VANGUARD INDEX FDS

-5.5%
Value
$108.6M
Shares
297.0K
% Port
3.27%
E
11.ETHA

ISHARES TR

+0.1%
Value
$98.3M
Shares
1.29M
% Port
2.96%
E
12.ETHA

ISHARES TR

+977.8%
Value
$87.5M
Shares
1.28M
% Port
2.63%
Q
13.QQQ

INVESCO QQQ TR

-5.6%
Value
$86.5M
Shares
117.4K
% Port
2.60%
V
14.VGES

VANGUARD SCOTTSDALE FDS

+7.1%
Value
$80.3M
Shares
1.36M
% Port
2.42%
E
15.ETHA

ISHARES TR

+9.4%
Value
$71.6M
Shares
723.0K
% Port
2.15%
E
16.ETHA

ISHARES TR

-5.2%
Value
$51.7M
Shares
69.0K
% Port
1.56%
A
17.AAPL

APPLE INC

+2.5%
Value
$48.7M
Shares
168.2K
% Port
1.47%
N
18.NVDA

NVIDIA CORPORATION

-0.8%
Value
$41.4M
Shares
206.9K
% Port
1.25%
G

ALPHABET INC

-0.2%
Value
$36.1M
Shares
101.1K
% Port
1.09%
A
20.AMZN

AMAZON COM INC

+0.1%
Value
$30.4M
Shares
127.7K
% Port
0.92%
M
21.MSFT

MICROSOFT CORP

+4.3%
Value
$29.6M
Shares
79.4K
% Port
0.89%
E
22.ETHA

ISHARES TR

-3.3%
Value
$25.6M
Shares
457.1K
% Port
0.77%
E
23.ETHA

ISHARES TR

-1.5%
Value
$25.4M
Shares
154.9K
% Port
0.76%
E
24.ETHA

ISHARES TR

+47.4%
Value
$24.3M
Shares
480.6K
% Port
0.73%
V
25.VGES

VANGUARD TAX-MANAGED FDS

-2.4%
Value
$22.4M
Shares
314.1K
% Port
0.67%
J

J P MORGAN EXCHANGE TRADED F

+50.4%
Value
$21.8M
Shares
431.9K
% Port
0.66%
J

JPMORGAN CHASE & CO

-0.2%
Value
$21.4M
Shares
65.5K
% Port
0.65%
M
28.META

META PLATFORMS INC

-0.7%
Value
$19M
Shares
33.7K
% Port
0.57%
?
29.N/A

ISHARES TR

-2.4%
Value
$18.5M
Shares
180.6K
% Port
0.56%
V
30.V

VISA INC

+1.1%
Value
$16.8M
Shares
49.0K
% Port
0.51%
O
31.OKE

PGIM ETF TR

+7.2%
Value
$15.4M
Shares
310.2K
% Port
0.46%
A
32.AVGO

BROADCOM INC

-0.3%
Value
$14.7M
Shares
39.0K
% Port
0.44%
P
33.PH

PARKER-HANNIFIN CORP

-0.8%
Value
$14.7M
Shares
15.0K
% Port
0.44%
P
34.PANW

PALO ALTO NETWORKS INC

-0.2%
Value
$14.6M
Shares
42.8K
% Port
0.44%
E
35.ETHA

ISHARES TR

+0.7%
Value
$13.6M
Shares
132.5K
% Port
0.41%
U
36.UNP

UNION PAC CORP

+2011.4%
Value
$12.9M
Shares
47.5K
% Port
0.39%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$12.7M
Shares
17
% Port
0.38%
T
38.TJX

TJX COS INC NEW

-1.1%
Value
$12.6M
Shares
83.5K
% Port
0.38%
J
39.JNJ

JOHNSON & JOHNSON

-1.6%
Value
$12.3M
Shares
48.3K
% Port
0.37%
S
40.SNOW

SNOWFLAKE INC

+53.0%
Value
$11.3M
Shares
44.5K
% Port
0.34%
V
41.VGES

VANGUARD BD INDEX FDS

-0.1%
Value
$10.9M
Shares
139.5K
% Port
0.33%
V
42.VGES

VANGUARD INDEX FDS

-1.8%
Value
$10.5M
Shares
34.7K
% Port
0.32%
L
43.LLY

ELI LILLY & CO

+1.8%
Value
$10.5M
Shares
8.7K
% Port
0.32%
A

ASML HLDG NV

+2155.3%
Value
$10.2M
Shares
5.1K
% Port
0.31%
C
45.CVX

CHEVRON CORPORATION

-3.4%
Value
$9.8M
Shares
59.4K
% Port
0.30%
B

BERKSHIRE HATHAWAY INC DEL

-3.1%
Value
$9.8M
Shares
19.7K
% Port
0.30%
E
47.ETHA

ISHARES TR

-5.5%
Value
$9.4M
Shares
197.9K
% Port
0.28%
E
48.ECL

ECOLAB INC

-0.5%
Value
$8.8M
Shares
31.7K
% Port
0.27%
B
49.BSTZ

BLACKROCK INC

-0.1%
Value
$8.8M
Shares
9.1K
% Port
0.26%
A
50.AEP

AMERICAN ELEC PWR CO INC

-1.1%
Value
$8.2M
Shares
60.0K
% Port
0.25%