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SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
-1.62%
1 Year Est. Return
+16.57%
3 Year Est. Return
+47.95%
5 Year Est. Return
+48.62%
10 Year Est. Return
+175.6%
AUM
$2.43B
AUM Growth
+$65M
Cap. Flow
+$125M
Cap. Flow %
5.13%
Top 10 Hldgs %
58.79%
Holding
209
New
21
Increased
62
Reduced
76
Closed
15

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$65.4M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$59.5M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$13.9M
4
DOCS icon
Doximity
DOCS
+$11.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.18M

Top Sells

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$34.9M
2
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$21.9M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11.7M
4
MDLZ icon
Mondelez International
MDLZ
+$5.6M
5
UPS icon
United Parcel Service
UPS
+$4.09M

Sector Composition

Rank Sector Weight
1 Technology 6.07%
2 Financials 3.48%
3 Healthcare 3.05%
4 Consumer Discretionary 2.66%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPST icon
26
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$15.7M 0.64%
309,225
+78,480
+34% +$3.96M
PULS icon
27
PGIM Ultra Short Bond ETF
PULS
$17.7B
$15.5M 0.64%
311,846
+80,009
+35% +$3.97M
BRK.A icon
28
Berkshire Hathaway Class A
BRK.A
$1.1T
$15.2M 0.62%
+19
New +$13.9M
IYR icon
29
iShares US Real Estate ETF
IYR
$4.66B
$14M 0.58%
145,982
-7,306
-5% -$695K
DOCS icon
30
Doximity
DOCS
$3.76B
$13.9M 0.57%
240,301
+177,288
+281% +$11.2M
VEEV icon
31
Veeva Systems
VEEV
$33.1B
$12.2M 0.5%
52,869
+4,049
+8% +$925K
ESML icon
32
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
$12.1M 0.5%
314,368
+8,690
+3% +$361K
TJX icon
33
TJX Companies
TJX
$174B
$10.9M 0.45%
89,880
+439
+0.5% +$53.3K
CVX icon
34
Chevron
CVX
$392B
$10.4M 0.43%
62,090
+1,185
+2% +$186K
CME icon
35
CME Group
CME
$96.3B
$10.2M 0.42%
38,461
-265
-0.7% -$65.4K
ESGD icon
36
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$9.83M 0.41%
120,388
+3,232
+3% +$261K
PH icon
37
Parker-Hannifin
PH
$123B
$9.71M 0.4%
15,980
-88
-0.5% -$57.6K
VB icon
38
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$9.67M 0.4%
43,606
+6,074
+16% +$1.45M
MUB icon
39
iShares National Muni Bond ETF
MUB
$45.1B
$9.59M 0.4%
90,941
-37,746
-29% -$4.01M
DASH icon
40
DoorDash
DASH
$85.5B
$9.54M 0.39%
52,212
– –
ZM icon
41
Zoom
ZM
$28.2B
$9.12M 0.38%
123,610
– –
PG icon
42
Procter & Gamble
PG
$336B
$9M 0.37%
52,831
+795
+2% +$133K
SYK icon
43
Stryker
SYK
$125B
$8.73M 0.36%
23,458
-76
-0.3% -$28.9K
BLK icon
44
Blackrock
BLK
$169B
$8.73M 0.36%
9,226
+78
+0.9% +$76.4K
ECL icon
45
Ecolab
ECL
$78.1B
$8.36M 0.34%
32,983
-516
-2% -$130K
JNJ icon
46
Johnson & Johnson
JNJ
$618B
$8.27M 0.34%
49,890
-2,303
-4% -$360K
ABT icon
47
Abbott
ABT
$183B
$8.17M 0.34%
61,602
-1,753
-3% -$223K
CRM icon
48
Salesforce
CRM
$151B
$7.97M 0.33%
29,701
-9,303
-24% -$2.89M
ADSK icon
49
Autodesk
ADSK
$49.5B
$7.67M 0.32%
29,302
+100
+0.3% +$28.4K
WM icon
50
Waste Management
WM
$90.6B
$7.57M 0.31%
32,714
+306
+0.9% +$67.8K
1
2
3 4 5

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Sand Hill Global Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Sand Hill Global Advisors held 209 positions worth $2.43B, up 2.7% from $2.36B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sand Hill Global Advisors deployed $125M of net new capital in Q1 2025, opening 21 new positions and adding to 62 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 19 shares worth $15.2M.

By sector, the portfolio is most concentrated in Technology at 6.1% of assets, down from 7.3% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares US Treasury Bond ETF, an estimated $34.9M trimmed.

  • Sand Hill Global Advisors's largest Q1 2025 buy was Berkshire Hathaway Class A: 19 shares worth $15.2M.
  • Sand Hill Global Advisors added most to Invesco QQQ Trust in Q1 2025, an estimated $65.4M increase.
  • Sand Hill Global Advisors's biggest Q1 2025 reduction was iShares US Treasury Bond ETF, cutting an estimated $34.9M.
  • Sand Hill Global Advisors fully exited Vanguard Long-Term Treasury ETF in Q1 2025, selling an estimated $21.9M.
  • Sand Hill Global Advisors's ten largest holdings make up 59% of its $2.43B portfolio in Q1 2025.
  • Sand Hill Global Advisors opened 21 new positions and closed 15 in Q1 2025.
  • Sand Hill Global Advisors's portfolio value rose 2.7% quarter-over-quarter to $2.43B.

Based on Sand Hill Global Advisors's 13F filing for Q1 2025, filed 13 May 2025.