EdgeMarket › What Sand Hill Global Advisors, Llc reported owning
What Sand Hill Global Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.0BPositions
204Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 314.3M | 10.6% | 526.0K | 703.71 | +20.0% |
| EFA iShares MSCI EAFE ETF | 293.4M | 9.9% | 3.0M | 108.24 | +17.1% |
| SPY SPDR S&P 500 ETF TRUST | 216.1M | 7.3% | 332.2K | 765.72 | +20.0% |
| VWO Vanguard FTSE Emerging Markets ETF | 174.5M | 5.9% | 3.2M | 60.45 | +17.7% |
| IJH iShares Core S&P Mid-Cap ETF | 158.6M | 5.3% | 2.3M | 76.77 | +20.8% |
| VNQ Vanguard Real Estate ETF | 154.5M | 5.2% | 1.7M | 98.50 | +8.6% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 141.1M | 4.7% | 1.8M | 90.13 | +20.1% |
| IWM iShares Russell 2000 ETF | 139.8M | 4.7% | 563.9K | 299.96 | +33.1% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 98.3M | 3.3% | 1.1M | 90.50 | -1.7% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 95.0M | 3.2% | 314.3K | 358.65 | +26.5% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 88.4M | 3.0% | 1.3M | 77.94 | +23.9% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 75.7M | 2.5% | 1.3M | 58.31 | -2.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 71.8M | 2.4% | 124.4K | 713.44 | +26.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 65.6M | 2.2% | 660.8K | 97.35 | -1.7% |
| IVV iShares Core S&P 500 ETF | 47.6M | 1.6% | 72.8K | 769.31 | +20.0% |
| AAPL Apple Inc. | 41.7M | 1.4% | 164.1K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 36.4M | 1.2% | 208.6K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 29.1M | 1.0% | 101.3K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 28.2M | 0.9% | 76.1K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 26.6M | 0.9% | 127.5K | 258.63 | +15.6% |
| ESGU iShares ESG Aware MSCI USA ETF | 22.2M | 0.7% | 157.3K | 167.74 | +20.3% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 22.2M | 0.7% | 472.4K | 55.83 | +30.2% |
| VEA Vanguard FTSE Developed Markets ETF | 20.6M | 0.7% | 321.9K | 73.42 | +24.7% |
| META Meta Platforms, Inc. | 19.4M | 0.7% | 33.9K | 549.90 | -26.5% |
| JPM JPMORGAN CHASE & CO | 19.3M | 0.6% | 65.7K | 351.58 | +20.3% |
| IYR iShares U.S. Real Estate ETF | 17.5M | 0.6% | 185.0K | 104.73 | +8.6% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 16.5M | 0.6% | 326.1K | 50.53 | -0.3% |
| V VISA INC. | 14.7M | 0.5% | 48.5K | 371.04 | +7.9% |
| JPST JPMorgan Ultra-Short Income ETF | 14.5M | 0.5% | 287.1K | 50.53 | -0.3% |
| PULS PGIM Ultra Short Bond ETF | 14.3M | 0.5% | 289.4K | 49.67 | -0.2% |
| PH Parker-Hannifin Corp | 13.6M | 0.5% | 15.1K | 1,001.74 | +34.8% |
| TJX TJX COMPANIES INC /DE/ | 13.5M | 0.5% | 84.5K | 140.53 | +1.6% |
| CVX CHEVRON CORP | 12.7M | 0.4% | 61.5K | 205.27 | +34.0% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 12.6M | 0.4% | 131.6K | 107.31 | +17.0% |
| unmapped CUSIP 084670108 | 12.2M | 0.4% | 17 | — | — |
| AVGO Broadcom Inc. | 12.1M | 0.4% | 39.1K | 368.45 | +26.5% |
| JNJ JOHNSON & JOHNSON | 12.0M | 0.4% | 49.0K | 270.24 | +51.1% |
| BSV Vanguard Short-Term Bond ETF | 10.9M | 0.4% | 139.6K | 77.57 | -1.4% |
| CME CME GROUP INC. | 10.8M | 0.4% | 36.7K | 274.98 | +0.1% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 10.0M | 0.3% | 209.3K | 46.63 | -1.8% |
| unmapped CUSIP 084670702 | 9.7M | 0.3% | 20.3K | — | — |
| VB Vanguard Morningstar Small-Cap ETF | 9.3M | 0.3% | 35.4K | 304.76 | +24.4% |
| BLK BlackRock, Inc. | 8.8M | 0.3% | 9.2K | 1,156.55 | +2.5% |
| ECL ECOLAB INC. | 8.5M | 0.3% | 31.8K | 281.63 | -1.3% |
| PG PROCTER & GAMBLE Co | 8.0M | 0.3% | 55.4K | 144.68 | -9.3% |
| unmapped CUSIP 025537101 | 8.0M | 0.3% | 60.7K | — | — |
| LLY ELI LILLY & Co | 7.9M | 0.3% | 8.6K | 1,255.40 | +78.0% |
| HON HONEYWELL INTERNATIONAL INC | 7.6M | 0.3% | 33.4K | 215.90 | -50.3% |
| SYK STRYKER CORP | 7.5M | 0.3% | 22.9K | 329.45 | -15.9% |
| WM WASTE MANAGEMENT INC | 7.3M | 0.2% | 31.9K | 224.06 | -2.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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