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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
+9.45%
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
$2.69B
AUM Growth
+$266M
Cap. Flow
+$53.8M
Cap. Flow %
2%
Top 10 Hldgs %
58.15%
Holding
213
New
19
Increased
85
Reduced
67
Closed
11

Top Buys

Rank Stock Value
1
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$77.8M
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$30.8M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.7M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.18M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$72.7M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.67M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$6.93M

Sector Composition

Rank Sector Weight
1 Technology 6.56%
2 Financials 3.5%
3 Consumer Discretionary 2.81%
4 Healthcare 2.74%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
26
Veeva Systems
VEEV
$33.8B
$15.2M 0.57%
52,869
– –
DOCS icon
27
Doximity
DOCS
$3.89B
$14.7M 0.55%
240,301
– –
BRK.A icon
28
Berkshire Hathaway Class A
BRK.A
$1.1T
$13.8M 0.51%
19
– –
IYR icon
29
iShares US Real Estate ETF
IYR
$4.75B
$13.8M 0.51%
145,928
-54
-0% -$5.04K
DASH icon
30
DoorDash
DASH
$84.3B
$12.9M 0.48%
52,218
+6
+0% +$1.2K
ESML icon
31
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.79B
$12.6M 0.47%
304,235
-10,133
-3% -$392K
PH icon
32
Parker-Hannifin
PH
$120B
$11.2M 0.42%
16,039
+59
+0.4% +$37.3K
TJX icon
33
TJX Companies
TJX
$179B
$11.2M 0.42%
90,570
+690
+0.8% +$87.5K
ESGD icon
34
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$10.9M 0.41%
122,342
+1,954
+2% +$167K
CME icon
35
CME Group
CME
$95.4B
$10.8M 0.4%
39,055
+594
+2% +$162K
BSV icon
36
Vanguard Short-Term Bond ETF
BSV
$44.7B
$10.8M 0.4%
+136,734
New +$10.7M
AVGO icon
37
Broadcom
AVGO
$1.76T
$10.2M 0.38%
37,157
-309
-0.8% -$67.1K
BLK icon
38
Blackrock
BLK
$167B
$9.82M 0.36%
9,362
+136
+1% +$129K
ZM icon
39
Zoom
ZM
$27.1B
$9.64M 0.36%
123,610
– –
SYK icon
40
Stryker
SYK
$135B
$9.45M 0.35%
23,888
+430
+2% +$161K
ADSK icon
41
Autodesk
ADSK
$51.8B
$9.27M 0.34%
29,931
+629
+2% +$178K
CVX icon
42
Chevron
CVX
$382B
$9.05M 0.34%
63,194
+1,104
+2% +$156K
ECL icon
43
Ecolab
ECL
$79.8B
$8.95M 0.33%
33,204
+221
+0.7% +$56.2K
VB icon
44
Vanguard Small-Cap ETF
VB
$78.9B
$8.88M 0.33%
37,467
-6,139
-14% -$1.37M
PANW icon
45
Palo Alto Networks
PANW
$256B
$8.87M 0.33%
43,335
+850
+2% +$158K
PG icon
46
Procter & Gamble
PG
$340B
$8.66M 0.32%
54,346
+1,515
+3% +$247K
JPST icon
47
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$8.65M 0.32%
170,629
-138,596
-45% -$7M
PULS icon
48
PGIM Ultra Short Bond ETF
PULS
$17.7B
$8.57M 0.32%
172,135
-139,711
-45% -$6.93M
HON icon
49
Honeywell
HON
$76.4B
$8.46M 0.31%
38,551
+774
+2% +$157K
BKNG icon
50
Booking.com
BKNG
$156B
$8.39M 0.31%
36,250
+75
+0.2% +$15.4K
1
2
3 4 5

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Sand Hill Global Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Sand Hill Global Advisors held 213 positions worth $2.69B, up 11% from $2.43B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Sand Hill Global Advisors's Q2 2025 filing shows 19 new, 85 increased, 67 reduced and 11 closed positions. Its largest new stake was Vanguard Short-Term Bond ETF: 136,734 shares worth $10.8M. The largest sale was Invesco S&P 500 Equal Weight ETF, an estimated $72.7M.

By sector, the portfolio is most concentrated in Technology at 6.6% of assets, up from 6.1% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Sand Hill Global Advisors's largest Q2 2025 buy was Vanguard Short-Term Bond ETF: 136,734 shares worth $10.8M.
  • Sand Hill Global Advisors added most to Vanguard Small-Cap Growth ETF in Q2 2025, an estimated $77.8M increase.
  • Sand Hill Global Advisors's biggest Q2 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $72.7M.
  • Sand Hill Global Advisors fully exited Adobe in Q2 2025, selling an estimated $4.25M.
  • Sand Hill Global Advisors's ten largest holdings make up 58% of its $2.69B portfolio in Q2 2025.
  • Sand Hill Global Advisors opened 19 new positions and closed 11 in Q2 2025.
  • Sand Hill Global Advisors's portfolio value rose 11% quarter-over-quarter to $2.69B.

Based on Sand Hill Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.