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SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $3.32B
1-Year Est. Return 20.01%
This Fund
S&P 500
This Quarter Est. Return
+12.68%
1 Year Est. Return
+20.01%
3 Year Est. Return
+58.61%
5 Year Est. Return
+57.33%
10 Year Est. Return
+204.47%
AUM
$3.32B
AUM Growth
+$349M
Cap. Flow
+$12.1M
Cap. Flow %
0.37%
Top 10 Hldgs %
56.81%
Holding
225
New
21
Increased
57
Reduced
97
Closed
11

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$75.8M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$16.5M
3
UNP icon
Union Pacific
UNP
+$11.9M
4
ASML icon
ASML
ASML
+$7.82M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$7.81M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.5M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.5M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$23.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.33M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.3M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.91%
2 Technology 6.37%
3 Financials 2.75%
4 Consumer Discretionary 2.35%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPST icon
26
JPMorgan Ultra-Short Income ETF
JPST
$41B
$21.8M 0.66%
431,876
+144,742
+50% +$7.31M
JPM icon
27
JPMorgan Chase
JPM
$953B
$21.4M 0.65%
65,525
-148
-0.2% -$46K
META icon
28
Meta Platforms (Facebook)
META
$1.57T
$19M 0.57%
33,704
-237
-0.7% -$145K
IYR icon
29
iShares US Real Estate ETF
IYR
$4.44B
$18.5M 0.56%
180,587
-4,441
-2% -$451K
V icon
30
Visa
V
$700B
$16.8M 0.51%
49,014
+539
+1% +$173K
PULS icon
31
PGIM Ultra Short Bond ETF
PULS
$18.7B
$15.4M 0.46%
310,228
+20,804
+7% +$1.03M
AVGO icon
32
Broadcom
AVGO
$1.7T
$14.7M 0.44%
38,970
-133
-0.3% -$53.3K
PH icon
33
Parker-Hannifin
PH
$121B
$14.7M 0.44%
15,019
-119
-0.8% -$109K
PANW icon
34
Palo Alto Networks
PANW
$272B
$14.6M 0.44%
42,826
-94
-0.2% -$21.5K
ESGD icon
35
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$13.6M 0.41%
132,543
+951
+0.7% +$96.6K
UNP icon
36
Union Pacific
UNP
$172B
$12.9M 0.39%
47,506
+45,256
+2,011% +$11.9M
BRK.A icon
37
Berkshire Hathaway Class A
BRK.A
$1.08T
$12.7M 0.38%
17
– –
TJX icon
38
TJX Companies
TJX
$145B
$12.6M 0.38%
83,497
-965
-1% -$153K
JNJ icon
39
Johnson & Johnson
JNJ
$663B
$12.3M 0.37%
48,282
-761
-2% -$177K
SNOW icon
40
Snowflake
SNOW
$117B
$11.3M 0.34%
44,489
+15,417
+53% +$2.84M
BSV icon
41
Vanguard Short-Term Bond ETF
BSV
$45.4B
$10.9M 0.33%
139,513
-109
-0.1% -$8.51K
VB icon
42
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$10.5M 0.32%
34,748
-651
-2% -$187K
LLY icon
43
Eli Lilly
LLY
$1.02T
$10.5M 0.32%
8,749
+156
+2% +$159K
ASML icon
44
ASML
ASML
$659B
$10.2M 0.31%
5,142
+4,914
+2,155% +$7.82M
CVX icon
45
Chevron
CVX
$409B
$9.85M 0.3%
59,409
-2,075
-3% -$386K
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.08T
$9.84M 0.3%
19,665
-640
-3% -$308K
EAGG icon
47
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.06B
$9.38M 0.28%
197,858
-11,406
-5% -$541K
ECL icon
48
Ecolab
ECL
$78.3B
$8.82M 0.27%
31,651
-156
-0.5% -$41.1K
BLK icon
49
Blackrock
BLK
$174B
$8.79M 0.26%
9,143
-7
-0.1% -$7.24K
AEP icon
50
American Electric Power
AEP
$67.8B
$8.21M 0.25%
60,029
-669
-1% -$88.1K
1
2
3 4 5

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SWM
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Sand Hill Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Sand Hill Global Advisors held 225 positions worth $3.32B, up 12% from $2.97B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Sand Hill Global Advisors's Q2 2026 filing shows 21 new, 57 increased, 97 reduced and 11 closed positions. Its largest new stake was Honeywell Aerospace: 16,251 shares worth $3.59M. The largest sale was Vanguard FTSE Emerging Markets ETF, an estimated $47.5M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

  • Sand Hill Global Advisors's largest Q2 2026 buy was Honeywell Aerospace: 16,251 shares worth $3.59M.
  • Sand Hill Global Advisors added most to iShares MSCI Emerging Markets ETF in Q2 2026, an estimated $75.8M increase.
  • Sand Hill Global Advisors's biggest Q2 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $47.5M.
  • Sand Hill Global Advisors fully exited Intuit in Q2 2026, selling an estimated $4.47M.
  • Sand Hill Global Advisors's ten largest holdings make up 57% of its $3.32B portfolio in Q2 2026.
  • Sand Hill Global Advisors opened 21 new positions and closed 11 in Q2 2026.
  • Sand Hill Global Advisors's portfolio value rose 12% quarter-over-quarter to $3.32B.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.