Sand Hill Global Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.97B
Q ending 2026-03-31
Prior quarter
$2.87B
Q ending 2025-12-31
Change
+3.7% QoQ · +22.4% YoY
Positions
204
reported holdings
Largest positions
Top 100 of 204 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $314.3M | 526K |
| Ishares Tr | EFA | Shares | $293.4M | 3.0M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $216.1M | 332K |
| Vanguard Intl Equity Index F | VWO | Shares | $174.5M | 3.2M |
| Ishares Tr | IJH | Shares | $158.6M | 2.3M |
| Vanguard Index Fds | VNQ | Shares | $154.5M | 1.7M |
| Spdr Series Trust | SPYM | Shares | $141.1M | 1.8M |
| Ishares Tr | IWM | Shares | $139.8M | 564K |
| Pimco Etf Tr | BOND | Shares | $98.3M | 1.1M |
| Vanguard Index Fds | VBK | Shares | $95.0M | 314K |
| Ishares Tr | ACWX | Shares | $88.4M | 1.3M |
| Vanguard Scottsdale Fds | VGIT | Shares | $75.7M | 1.3M |
| Invesco Qqq Tr | QQQ | Shares | $71.8M | 124K |
| Ishares Tr | AGG | Shares | $65.6M | 661K |
| Ishares Tr | IVV | Shares | $47.6M | 73K |
| Apple Inc | AAPL | Shares | $41.7M | 164K |
| Nvidia Corporation | NVDA | Shares | $36.4M | 209K |
| Alphabet Inc | GOOGL | Shares | $29.1M | 101K |
| Microsoft Corp | MSFT | Shares | $28.2M | 76K |
| Amazon Com Inc | AMZN | Shares | $26.6M | 127K |
| Ishares Tr | ESGU | Shares | $22.2M | 157K |
| Ishares Tr | ESML | Shares | $22.2M | 472K |
| Vanguard Tax-Managed Fds | VEA | Shares | $20.6M | 322K |
| Meta Platforms Inc | META | Shares | $19.4M | 34K |
| Jpmorgan Chase & Co | JPM | Shares | $19.3M | 66K |
| Ishares Tr | IYR | Shares | $17.5M | 185K |
| Ishares Tr | ICSH | Shares | $16.5M | 326K |
| Visa Inc | V | Shares | $14.7M | 48K |
| J P Morgan Exchange Traded F | JPST | Shares | $14.5M | 287K |
| Pgim Etf Tr | PULS | Shares | $14.3M | 289K |
| Parker-Hannifin Corp | PH | Shares | $13.6M | 15K |
| Tjx Cos Inc New | TJX | Shares | $13.5M | 84K |
| Chevron Corporation | CVX | Shares | $12.7M | 61K |
| Ishares Tr | ESGD | Shares | $12.6M | 132K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $12.2M | 17 |
| Broadcom Inc | AVGO | Shares | $12.1M | 39K |
| Johnson & Johnson | JNJ | Shares | $12.0M | 49K |
| Vanguard Bd Index Fds | BSV | Shares | $10.9M | 140K |
| Cme Group Inc | CME | Shares | $10.8M | 37K |
| Ishares Tr | EAGG | Shares | $10.0M | 209K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.7M | 20K |
| Vanguard Index Fds | VB | Shares | $9.3M | 35K |
| Blackrock Inc | BLK | Shares | $8.8M | 9K |
| Ecolab Inc | ECL | Shares | $8.5M | 32K |
| Procter & Gamble Co | PG | Shares | $8.0M | 55K |
| American Elec Pwr Co Inc | AEP | Shares | $8.0M | 61K |
| Eli Lilly & Co | LLY | Shares | $7.9M | 9K |
| Honeywell Intl Inc | HONGBP | Shares | $7.6M | 33K |
| Stryker Corporation | SYK | Shares | $7.5M | 23K |
| Waste Mgmt Inc Del | WM | Shares | $7.3M | 32K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $7.3M | 12K |
| Autodesk Inc | ADSK | Shares | $7.3M | 30K |
| Ishares U S Etf Tr | NEAR | Shares | $7.2M | 141K |
| Palo Alto Networks Inc | PANW | Shares | $6.9M | 43K |
| Tesla Inc | TSLA | Shares | $6.8M | 18K |
| Ishares Tr | EEM | Shares | $6.7M | 119K |
| Quanta Svcs Inc | PWR | Shares | $6.7M | 12K |
| Doordash Inc | DASH | Shares | $6.7M | 44K |
| Vanguard Index Fds | VTI | Shares | $6.6M | 21K |
| Cheniere Energy Inc | LNG | Shares | $6.4M | 23K |
| Vanguard Scottsdale Fds | VCSH | Shares | $6.0M | 76K |
| Eaton Corp Plc | Shares | $6.0M | 17K | |
| Disney Walt Co | DIS | Shares | $5.9M | 62K |
| Ishares Tr | ACWI | Shares | $5.8M | 42K |
| Wynn Resorts Ltd | WYNN | Shares | $5.8M | 57K |
| Booking Holdings Inc | BKNG | Shares | $5.8M | 1K |
| Prologis Inc. | PLD | Shares | $5.6M | 42K |
| Newmont Corp | NEM | Shares | $5.4M | 50K |
| Cadence Design System Inc | CDNS | Shares | $5.2M | 19K |
| Alphabet Inc | GOOG | Shares | $5.1M | 18K |
| Salesforce Inc | CRM | Shares | $5.1M | 27K |
| Entergy Corp New | ETR | Shares | $5.0M | 44K |
| Schwab Strategic Tr | SCHO | Shares | $4.9M | 202K |
| Netflix Inc. | NFLX | Shares | $4.8M | 50K |
| Ishares Inc | ESGE | Shares | $4.7M | 104K |
| Ishares Tr | MUB | Shares | $4.7M | 45K |
| Intuit | INTU | Shares | $4.5M | 10K |
| Ishares Tr | IWB | Shares | $4.5M | 13K |
| Snowflake Inc | SNOW | Shares | $4.4M | 29K |
| Schwab Strategic Tr | SCHX | Shares | $4.1M | 160K |
| Manager Directed Portfolios | VGSR | Shares | $4.1M | 397K |
| Dimensional Etf Trust | DFUS | Shares | $4.1M | 57K |
| Gallagher Arthur J & Co | AJG | Shares | $4.0M | 19K |
| Ishares Tr | CMF | Shares | $4.0M | 70K |
| Verisk Analytics Inc | VRSK | Shares | $3.9M | 20K |
| Target Corp | TGT | Shares | $3.8M | 31K |
| Cbre Group Inc | CBRE | Shares | $3.7M | 27K |
| Costco Wholesale Corporation | COST | Shares | $3.6M | 4K |
| Ishares Tr | IWV | Shares | $3.6M | 10K |
| Pimco Etf Tr | MUNI | Shares | $3.3M | 63K |
| Schwab Strategic Tr | SCHF | Shares | $3.0M | 123K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $2.8M | 6K |
| Invesco Exch Traded Fd Tr Ii | QQMG | Shares | $2.8M | 72K |
| Ishares Tr | IWO | Shares | $2.8M | 9K |
| Home Depot Inc | HD | Shares | $2.7M | 8K |
| Vanguard Index Fds | VO | Shares | $2.6M | 9K |
| Exxon Mobil Corp | XOM | Shares | $2.5M | 15K |
| Vanguard Index Fds | VV | Shares | $2.3M | 8K |
| Applied Matls Inc | AMAT | Shares | $2.1M | 6K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.7M | 23K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.