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Sand Hill Global Advisors, LLC

CIK 1009209 · latest 13F filed 11 August 2026 · Read the filing on EDGAR

Sand Hill Global Advisors, LLC reported 214 US-listed holdings worth $3.32 billion in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Vanguard S&P 500 (10.6%), iShares Trust (9.4%) and SPDR S&P 500 (7.3%). Against the quarter before, it opened 22 positions, added to 58, trimmed 89 and sold out of 12.

Reported holdings$3.32B+11.8% on Q1 2026
Positions214+10 on Q1 2026
The largest ten56.8%of its reported holdings
Latest 13FQ2 2026filed 11 August 2026
Where the money is
Added toHeldTrimmed
VOO10.6%EFA9.4%SPY7.3%VNQ5.1%SPYM4.8%IWM4.4%VWO4.3%IJH4.2%BOND3.5%VBK3.3%ACWX3.0%EEM2.6%QQQ2.6%200 more32.6%

The 14 largest of its 214 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.37 billion in 195 positions$2.37BQ3 24Q4 2024: $2.36 billion in 188 positions$2.36BQ4 24Q1 2025: $2.43 billion in 194 positions$2.43BQ1 25Q2 2025: $2.69 billion in 202 positions$2.69BQ2 25Q3 2025: $2.84 billion in 199 positions$2.84BQ3 25Q4 2025: $2.87 billion in 197 positions$2.87BQ4 25Q1 2026: $2.97 billion in 204 positions$2.97BQ1 26Q2 2026: $3.32 billion in 214 positions$3.32BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 22Added 58Held 45Trimmed 89Sold out 12
Opened: 22Added: 58Held: 45Trimmed: 89Sold out: 12

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 22

  1. Honeywell International Inc. HON$3.6 million
  2. Honeywell Aerospace Inc. Com HONA$3.6 million
  3. Western Digital Corp. WDC$3.0 million
  4. Carrier Global Corp. CARR$2.8 million
  5. Aehr Test Sys AEHR$2.5 million
  6. Everpure, Inc. P$1.4 million
  7. Yum! Brands, Inc. YUM$1.2 million
  8. Qualcomm Inc. QCOM$966,452

and 14 more in the table below

Added to 58

  1. iShares Trust EEM+1.2 million shares · +978%
  2. PIMCO ETF Trust BOND+178,820 shares · +17%
  3. Union Pacific Corp. UNP+45,256 shares · +2011%
  4. ASML Holding N.V. ASML+4,914 shares · +2155%
  5. iShares Trust ICSH+154,472 shares · +47%
  6. JP Morgan Ultra Short Income Et JPST+144,742 shares · +50%
  7. RTX Corp. RTX+38,289 shares · +1221%
  8. iShares Trust AGG+62,150 shares · +9%

and 50 more in the table below

Trimmed 89

  1. Vanguard Ftse Emerging Markets VWO-808,965 shares · -25%
  2. iShares Core S&P Mid-Cap ETF IJH-537,850 shares · -23%
  3. iShares Russell 2000 ETF IWM-82,398 shares · -15%
  4. Vanguard S&P 500 VOO-10,989 shares · -2%
  5. SPDR S&P 500 SPY-8,683 shares · -3%
  6. Vanguard Small Cap Growth ETF VBK-17,289 shares · -6%
  7. Invesco QQQ Trust QQQ-6,965 shares · -6%
  8. iShares Core S&P 500 ETF IVV-3,800 shares · -5%

and 81 more in the table below

Sold out of 12

  1. Honeywell International Inc. HON$7.6 million last quarter
  2. Intuit Inc. INTU$4.5 million last quarter
  3. Intuitive Surgical Inc. ISRG$527,373 last quarter
  4. iShares Trust IJS$264,736 last quarter
  5. Northrop Grumman Corp. NOC$247,653 last quarter
  6. ConocoPhillips COP$239,287 last quarter
  7. Coursera Inc. COUR$231,037 last quarter
  8. Duke Energy Corp. DUK$210,660 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard S&P 500 VOO514,982$353.7 million10.65%-10,989
iShares Trust EFA2,996,113$311.2 million9.37%-24,317
SPDR S&P 500 SPY323,543$241.6 million7.27%-8,683
Vanguard Real Estate ETF VNQ1,754,412$169.2 million5.09%+13,004
SPDR Ser Trust SPYM1,812,084$159.2 million4.79%-31,207
iShares Russell 2000 ETF IWM481,468$144.7 million4.36%-82,398
Vanguard Ftse Emerging Markets VWO2,419,156$144.4 million4.35%-808,965
iShares Core S&P Mid-Cap ETF IJH1,811,344$139.7 million4.21%-537,850
PIMCO ETF Trust BOND1,243,907$114.7 million3.45%+178,820
Vanguard Small Cap Growth ETF VBK296,997$108.6 million3.27%-17,289
iShares Trust ACWX1,291,719$98.3 million2.96%+998
iShares Trust EEM1,279,350$87.5 million2.64%+1,160,649
Invesco QQQ Trust QQQ117,449$86.5 million2.60%-6,965
Vanguard Scottsdale FDS VGIT1,360,880$80.3 million2.42%+89,698
iShares Trust AGG722,961$71.6 million2.15%+62,150
iShares Core S&P 500 ETF IVV69,045$51.7 million1.56%-3,800
Apple Inc. AAPL168,159$48.7 million1.46%+4,032
NVIDIA Corp. NVDA206,926$41.4 million1.25%-1,702
Alphabet Inc. GOOGL101,056$36.1 million1.09%-222
Amazon.com Inc. AMZN127,690$30.4 million0.92%+194
Microsoft Corp. MSFT79,441$29.6 million0.89%+3,306
iShares ESG Aware MSCI USA Smal ESML457,065$25.6 million0.77%-15,337
iShares Trust ESGU154,912$25.4 million0.76%-2,397
iShares Trust ICSH480,554$24.3 million0.73%+154,472
Vanguard Ftse Developed Markets VEA314,123$22.4 million0.67%-7,774
JP Morgan Ultra Short Income Et JPST431,876$21.8 million0.66%+144,742
JPMorgan Chase & Co. JPM65,525$21.4 million0.65%-148
Meta Platforms, Inc. META33,704$19.0 million0.57%-237
iShares Trust IYR180,587$18.5 million0.56%-4,441
Visa Inc. V49,014$16.8 million0.51%+539
Pgim ETF Trust PULS310,228$15.4 million0.46%+20,804
Broadcom Inc. AVGO38,970$14.7 million0.44%-133
Parker-Hannifin Corp. PH15,019$14.7 million0.44%-119
Palo Alto Networks Inc. PANW42,826$14.6 million0.44%-94
iShares Trust ESGD132,543$13.6 million0.41%+951
Union Pacific Corp. UNP47,506$12.9 million0.39%+45,256
Berkshire Hathaway Inc. Del17$12.7 million0.38%no change
TJX Companies Inc. TJX83,497$12.6 million0.38%-965
Johnson & Johnson JNJ48,282$12.3 million0.37%-761
Snowflake Inc. SNOW44,489$11.3 million0.34%+15,417
Vanguard BD Index FDS BSV139,513$10.9 million0.33%-109
Vanguard Small Cap ETF VB34,748$10.5 million0.32%-651
Eli Lilly & Co. LLY8,749$10.5 million0.32%+156
ASML Holding N.V. ASML5,142$10.2 million0.31%+4,914
Chevron Corp. CVX59,409$9.8 million0.30%-2,075
Berkshire Hathaway Inc. Class B BRKB19,665$9.8 million0.30%-640
iShares Trust EAGG197,858$9.4 million0.28%-11,406
Ecolab Inc. ECL31,651$8.8 million0.27%-156
BlackRock, Inc. BLK9,143$8.8 million0.26%-7
American Electric Power Co. Inc. AEP60,029$8.2 million0.25%-669
DoorDash, Inc. DASH44,386$8.2 million0.25%no change
Quanta Services, Inc. PWR11,172$8.0 million0.24%-1,100
SPDR S&P MidCap 400 ETF MDY11,309$8.0 million0.24%-577
Procter & Gamble Co. PG54,122$7.9 million0.24%-1,228
RTX Corp. RTX41,425$7.9 million0.24%+38,289
CME Group Inc. CME35,549$7.9 million0.24%-1,144
VG Totl STK Vprs VTI20,334$7.5 million0.23%-314
Tesla, Inc. TSLA17,705$7.4 million0.22%-491
Stryker Corp. SYK22,942$7.2 million0.22%+63
Eaton Corp. plc ETN16,820$7.2 million0.22%+44
iShares U S ETF Trust NEAR141,314$7.2 million0.22%no change
Waste Management Inc. WM31,242$7.0 million0.21%-662
Cadence Design Systems Inc. CDNS18,459$6.9 million0.21%-210
Alphabet Inc. GOOG17,671$6.2 million0.19%-210
Booking Holdings Inc. BKNG34,018$6.1 million0.18%+32,644
Vanguard Short-Term Corp. BD Idx VCSH76,186$6.0 million0.18%no change
Autodesk, Inc. ADSK30,282$5.9 million0.18%-119
Walt Disney Co. DIS61,038$5.9 million0.18%-609
Prologis, Inc. PLD41,616$5.6 million0.17%-535
iShares Trust ACWI35,154$5.5 million0.17%-6,892
Applied Materials Inc. AMAT7,400$5.4 million0.16%+1,238
iShares Trust IWB12,994$5.3 million0.16%+491
Cheniere Energy Inc. LNG22,187$5.3 million0.16%-428
Wynn Resorts Ltd. WYNN54,232$5.3 million0.16%-2,819
iShares Inc. ESGE92,355$5.1 million0.15%-12,079
Entergy Corp. ETR43,630$5.0 million0.15%-562
Schwab Strategic Trust SCHO201,936$4.9 million0.15%no change
iShares Trust MUB44,687$4.8 million0.14%no change
Schwab US Large Cap SCHX160,379$4.7 million0.14%no change
Newmont Corp. NEM49,788$4.7 million0.14%-520
Vert Global Sustainable Real Estate ETF VGSR404,502$4.6 million0.14%+7,897
Dimensional ETF Trust DFUS54,731$4.5 million0.14%-2,410
Salesforce, Inc. CRM26,752$4.2 million0.13%-335
iShares Trust CMF71,158$4.1 million0.12%+1,193
Target Corp. TGT31,088$4.1 million0.12%-208
iShares Trust IWV9,385$4.0 million0.12%-259
Arthur J. Gallagher & Co. AJG17,197$3.9 million0.12%-1,485
Honeywell International Inc. HON16,247$3.6 million0.11%new
Netflix Inc. NFLX50,693$3.6 million0.11%+476
Honeywell Aerospace Inc. Com HONA16,251$3.6 million0.11%new
Invesco Exch Traded FD Trust II QQMG69,826$3.6 million0.11%-1,810
iShares Trust IWO9,012$3.6 million0.11%+28
CBRE Group, Inc. CBRE26,218$3.5 million0.11%-802
Costco Wholesale Corp. COST3,642$3.4 million0.10%-2
Schwab Strategic Trust SCHF122,753$3.4 million0.10%no change
PIMCO ETF Trust MUNI62,339$3.3 million0.10%-403
Western Digital Corp. WDC4,731$3.0 million0.09%new
Verisk Analytics, Inc. VRSK16,348$2.9 million0.09%-4,115
Vertex Pharmaceuticals Inc. VRTX5,885$2.9 million0.09%-484
Home Depot, Inc. HD8,160$2.9 million0.09%-109
Carrier Global Corp. CARR37,922$2.8 million0.08%new
Technology Select Sector SPDR ETF XLK14,238$2.7 million0.08%+2,815
Oracle Corp. ORCL18,177$2.7 million0.08%+14,285
Vanguard Mid Cap Index ETF VO33,026$2.7 million0.08%+24,076
Vanguard Large Cap ETF VV7,600$2.6 million0.08%-115
Aehr Test Sys AEHR25,700$2.5 million0.07%new
ExxonMobil Holdings Corp. XOM13,868$1.9 million0.06%-1,024
Vanguard FTSE All-World ex-US ETF VEU22,506$1.9 million0.06%no change
McDonald's Corp. MCD6,943$1.9 million0.06%+4,852
Vanguard Specialized Funds VIG7,626$1.8 million0.05%-89
Progressive Corp. PGR7,977$1.7 million0.05%no change
AbbVie Inc. ABBV6,617$1.7 million0.05%-376
Cisco Systems, Inc. CSCO12,724$1.5 million0.04%+732
PIMCO ETF Trust LDUR15,359$1.5 million0.04%+1,514
Everpure, Inc. P18,000$1.4 million0.04%new
iShares Trust OEF3,805$1.4 million0.04%+311
Taiwan Semiconductor Manufacturing Company Limited TSM2,854$1.4 million0.04%-95
Select Sector SPDR Trust XLV8,153$1.3 million0.04%-2,496
iShares Trust IWF10,336$1.3 million0.04%+7,706
Yum! Brands, Inc. YUM7,494$1.2 million0.04%new
SPDR Gold Trust GLD3,114$1.1 million0.03%+577
Dimensional ETF Trust DFAC24,744$1.1 million0.03%-1,138
Ea Series Trust TOV33,779$1.1 million0.03%+1,715
Vanguard Short Term Government VGSH17,432$1.0 million0.03%-1,596
J P Morgan Exchange Traded F JMUB19,808$1.0 million0.03%-2,892
Qualcomm Inc. QCOM5,230$966,4520.03%new
Schwab International Small-Cap Equity ETF SCHC19,894$957,2990.03%no change
Bank of Montreal BMO5,411$956,1240.03%no change
Vanguard California Tax-Exempt Bond ETF VTEC9,489$954,5930.03%no change
Coca-Cola Co. KO11,544$938,1810.03%+1,925
Caterpillar Inc. CAT871$927,5280.03%-22
Aflac Inc. AFL7,693$902,0040.03%-86
Schwab Strategic Trust SCHE23,792$862,6980.03%no change
International Business Machines Corp. IBM2,916$819,9830.02%+95
Wells Fargo & Company WFC9,686$800,4510.02%+4,339
iShares Core MSCI Eafe ETF IEFA8,173$789,3570.02%+3
Schwab Fundamental US Large Com FNDX25,367$788,9160.02%no change
Mastercard Inc. MA1,520$780,8480.02%+51
Palantir Technologies Inc. PLTR6,553$764,5390.02%+353
Lowe's Companies Inc. LOW3,356$739,9640.02%-122
Nu Holdings Ltd. NU55,298$738,7810.02%-3,099
General Electric Co. GE1,617$604,3210.02%+97
Vanguard Total Bond Market ETF BND7,924$581,6880.02%no change
Coupang Inc. Class A CPNG33,107$575,0690.02%no change
Dimensional ETF Trust DFAT8,128$568,1470.02%no change
Charles Schwab Corp. SCHW6,045$557,7720.02%no change
Accenture plc ACN4,440$552,4540.02%-2
SPDR Dow Jones Indl Average DIA1,050$548,5100.02%no change
Western Alliance Bancorporation WAL6,516$535,6150.02%new
SPDR Portfolio Small Cap ETF SPSM9,276$534,9470.02%no change
Abbott Laboratories ABT5,865$532,1820.02%-497
Automatic Data Processing Inc. ADP2,294$513,7410.02%-32
iShares Russell 1000 Value Inde IWD2,116$512,9820.02%-498
Capital GRP Fixed Incm ETF T CGMU18,645$512,1780.02%+591
iShares Gold Trust IAU6,722$507,5780.02%+162
Nuveen Esg International Developed Markets Equity ETF NUDM11,970$479,0390.01%no change
iShares Trust SUSA3,038$468,8200.01%no change
iShares Trust SCZ5,623$462,6170.01%no change
GE Vernova Inc. GEV390$458,1950.01%+25
iShares Core MSCI Emerging Mark IEMG5,519$457,1630.01%-76
Vanguard World FD VGT3,812$455,6100.01%+3,343
Goldman Sachs Group Inc. GS434$438,9350.01%+1
Danaher Corp. DHR2,288$435,7230.01%-194
3M Co. MMM2,678$433,5950.01%no change
Intel Corp. INTC3,102$433,1150.01%new
PepsiCo Inc. PEP3,192$432,1970.01%+37
Uber Technologies, Inc. UBER5,890$425,0220.01%-90
Linde plc LIN792$411,0000.01%+48
Invesco Exch Traded FD Trust II QQQM1,323$400,8290.01%+4
Philip Morris International Inc. PM2,194$396,9170.01%+236
Otis Worldwide Corp. OTIS5,410$387,3560.01%new
American Express Co. AXP1,121$379,1780.01%+27
First Trust Exchng Traded FD Vi BUFR10,061$367,5280.01%no change
CVB Financial Corp. CVBF16,025$361,3640.01%new
S&P Global Inc. SPGI885$360,4250.01%+132
Texas Instruments Inc. TXN1,191$355,0010.01%-112
iShares Core S&P Small-Cap ETF IJR2,291$339,7870.01%-31
Advanced Micro Devices Inc. AMD579$336,3410.01%new
Maplebear Inc. CART6,965$329,7930.01%no change
Morgan Stanley MS1,496$312,7240.01%+81
New York Times Co. NYT4,417$309,1020.01%no change
Walmart Inc. WMT2,676$303,0840.01%+16
Bank of America Corp. BAC5,313$302,7350.01%-108
Amphenol Corp. APH1,702$300,0970.01%no change
Merck & Co., Inc. MRK2,287$293,8800.01%-162
Schwab Strategic Trust FNDA7,559$287,6780.01%no change
iShares Select Dividend ETF DVY1,802$281,6530.01%-6
iShares Trust GOVT12,335$280,9910.01%-329
Fastenal Co. FAST5,830$280,0150.01%no change
Thermo Fisher Scientific Inc. TMO549$275,2470.01%+8
iShares Trust EMB2,752$265,4030.01%-80
Amgen Inc. AMGN729$263,9850.01%-33
NextEra Energy Inc. NEE2,990$262,4320.01%-203
Starbucks Corp. SBUX2,565$262,1070.01%-29
Vanguard Star FDS VXUS3,057$261,3550.01%no change
CrowdStrike Holdings, Inc. CRWD336$256,4150.01%new
First Trust Lrge CP Core Alpha FEX1,821$254,7090.01%no change
iShares Trust IAT4,090$254,4390.01%no change
Micron Technology Inc. MU220$253,9440.01%new
Jacobs Solutions Inc. J1,971$248,3460.01%-31
Shopify Inc. SHOP2,173$248,1610.01%+55
Bruker Corp. BRKR4,012$241,4420.01%new
Invesco Exchange Traded FD T RSP1,114$236,9310.01%new
iShares Trust IBB1,187$225,7560.01%new
Realty Income Corp. O3,591$222,4980.01%no change
KKR & Co. Inc. KKR2,381$218,5280.01%no change
Hercules Capital Inc. HTGC13,832$218,1310.01%no change
General Dynamics Corp. GD608$215,3780.01%new
Moody's Corp. MCO466$211,0610.01%-5
iShares S&P Growth Index FD IVW1,526$209,8710.01%new
Emcor Group, Inc. EME246$204,1500.01%new
Vanguard ETF VYMI2,075$203,7650.01%new
Expensify Inc. EXFY20,314$36,3620.00%no change
PMV Pharmaceuticals Inc. PMVP12,539$16,8020.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 12 it sold out of are in the box above.