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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
+1.38%
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
$2.87B
AUM Growth
+$24.7M
Cap. Flow
-$3.52M
Cap. Flow %
-0.12%
Top 10 Hldgs %
59.75%
Holding
209
New
10
Increased
73
Reduced
84
Closed
12

Top Buys

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$8.65M
2
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$7.89M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.31M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.66M
5
VRSK icon
Verisk Analytics
VRSK
+$4.59M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.13M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.79M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$7.04M
4
NVDA icon
NVIDIA
NVDA
+$5.92M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$5.28M

Sector Composition

Rank Sector Weight
1 Technology 6.39%
2 Financials 3.26%
3 Consumer Discretionary 2.75%
4 Communication Services 2.45%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$684B
$17.1M 0.6%
48,706
+88
+0.2% +$30K
ICSH icon
27
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.07B
$16.8M 0.59%
332,746
+18,185
+6% +$921K
JPST icon
28
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$15M 0.52%
295,889
+13,260
+5% +$672K
PULS icon
29
PGIM Ultra Short Bond ETF
PULS
$17.7B
$14.8M 0.52%
298,865
+12,797
+4% +$636K
BRK.A icon
30
Berkshire Hathaway Class A
BRK.A
$1.1T
$13.6M 0.47%
18
-1
-5% -$746K
PH icon
31
Parker-Hannifin
PH
$123B
$13.6M 0.47%
15,448
-271
-2% -$222K
TJX icon
32
TJX Companies
TJX
$174B
$13.1M 0.46%
85,031
-1,626
-2% -$240K
AVGO icon
33
Broadcom
AVGO
$1.85T
$12.6M 0.44%
36,412
+597
+2% +$213K
ESGD icon
34
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$12.3M 0.43%
129,403
+3,372
+3% +$318K
VEEV icon
35
Veeva Systems
VEEV
$33.1B
$11.8M 0.41%
52,869
– –
BSV icon
36
Vanguard Short-Term Bond ETF
BSV
$44.7B
$11M 0.38%
139,595
+2,861
+2% +$226K
DOCS icon
37
Doximity
DOCS
$3.76B
$10.6M 0.37%
240,301
– –
CME icon
38
CME Group
CME
$96.3B
$10.2M 0.36%
37,260
-851
-2% -$231K
JNJ icon
39
Johnson & Johnson
JNJ
$618B
$10.2M 0.35%
49,145
-325
-0.7% -$64.3K
ZM icon
40
Zoom
ZM
$28.2B
$10.2M 0.35%
117,864
-12,458
-10% -$1.05M
DASH icon
41
DoorDash
DASH
$85.5B
$10.1M 0.35%
44,392
– –
BLK icon
42
Blackrock
BLK
$169B
$9.63M 0.34%
8,993
-42
-0.5% -$45.9K
CVX icon
43
Chevron
CVX
$392B
$9.6M 0.33%
62,973
+240
+0.4% +$36.6K
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.58M 0.33%
19,050
+6,645
+54% +$3.31M
VB icon
45
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$9.25M 0.32%
35,875
-407
-1% -$104K
LLY icon
46
Eli Lilly
LLY
$1.02T
$9.04M 0.32%
8,411
-281
-3% -$269K
EAGG icon
47
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$8.87M 0.31%
185,400
+75,971
+69% +$3.65M
ADSK icon
48
Autodesk
ADSK
$49.5B
$8.71M 0.3%
29,427
+257
+0.9% +$77.8K
ECL icon
49
Ecolab
ECL
$78.1B
$8.36M 0.29%
31,854
-359
-1% -$95.6K
ACWX icon
50
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$8.2M 0.29%
122,207
+4,955
+4% +$328K
1
2
3 4 5

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Sand Hill Global Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Sand Hill Global Advisors held 209 positions worth $2.87B, up 0.87% from $2.84B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Sand Hill Global Advisors's Q4 2025 filing shows 10 new, 73 increased, 84 reduced and 12 closed positions. Its largest new stake was Verisk Analytics: 20,345 shares worth $4.55M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $9.13M.

By sector, the portfolio is most concentrated in Technology at 6.4% of assets, down from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Sand Hill Global Advisors's largest Q4 2025 buy was Verisk Analytics: 20,345 shares worth $4.55M.
  • Sand Hill Global Advisors added most to PIMCO Active Bond Exchange-Traded Fund in Q4 2025, an estimated $8.65M increase.
  • Sand Hill Global Advisors's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $9.13M.
  • Sand Hill Global Advisors fully exited Alexandria Real Estate Equities in Q4 2025, selling an estimated $5.28M.
  • Sand Hill Global Advisors's ten largest holdings make up 60% of its $2.87B portfolio in Q4 2025.
  • Sand Hill Global Advisors opened 10 new positions and closed 12 in Q4 2025.
  • Sand Hill Global Advisors's portfolio value rose 0.87% quarter-over-quarter to $2.87B.

Based on Sand Hill Global Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.