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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
-1.78%
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
$2.97B
AUM Growth
+$106M
Cap. Flow
+$181M
Cap. Flow %
6.09%
Top 10 Hldgs %
60.08%
Holding
213
New
16
Increased
88
Reduced
70
Closed
9

Top Buys

Rank Stock Value
1
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$82.4M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$41.1M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.3M

Top Sells

Rank Stock Value
1
VEEV icon
Veeva Systems
VEEV
+$11.8M
2
DOCS icon
Doximity
DOCS
+$10.6M
3
ZM icon
Zoom
ZM
+$10.2M
4
ABT icon
Abbott
ABT
+$5.79M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.54M

Sector Composition

Rank Sector Weight
1 Technology 5.4%
2 Financials 2.95%
3 Consumer Discretionary 2.37%
4 Communication Services 2.18%
5 Industrials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYR icon
26
iShares US Real Estate ETF
IYR
$4.67B
$17.5M 0.59%
185,028
+1,227
+0.7% +$119K
ICSH icon
27
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.59B
$16.5M 0.56%
326,082
-6,664
-2% -$337K
V icon
28
Visa
V
$714B
$14.7M 0.49%
48,475
-231
-0.5% -$74.3K
JPST icon
29
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$14.5M 0.49%
287,134
-8,755
-3% -$443K
PULS icon
30
PGIM Ultra Short Bond ETF
PULS
$18.7B
$14.3M 0.48%
289,424
-9,441
-3% -$469K
PH icon
31
Parker-Hannifin
PH
$129B
$13.6M 0.46%
15,138
-310
-2% -$293K
TJX icon
32
TJX Companies
TJX
$155B
$13.5M 0.45%
84,462
-569
-0.7% -$88.6K
CVX icon
33
Chevron
CVX
$396B
$12.7M 0.43%
61,484
-1,489
-2% -$272K
ESGD icon
34
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$12.6M 0.42%
131,592
+2,189
+2% +$217K
BRK.A icon
35
Berkshire Hathaway Class A
BRK.A
$1.07T
$12.2M 0.41%
17
-1
-6% -$736K
AVGO icon
36
Broadcom
AVGO
$1.71T
$12.1M 0.41%
39,103
+2,691
+7% +$885K
JNJ icon
37
Johnson & Johnson
JNJ
$659B
$12M 0.4%
49,043
-102
-0.2% -$23.8K
BSV icon
38
Vanguard Short-Term Bond ETF
BSV
$45.7B
$10.9M 0.37%
139,622
+27
+0% +$2.13K
CME icon
39
CME Group
CME
$100B
$10.8M 0.36%
36,693
-567
-2% -$168K
EAGG icon
40
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.03B
$9.95M 0.33%
209,264
+23,864
+13% +$1.14M
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.08T
$9.73M 0.33%
20,305
+1,255
+7% +$616K
VB icon
42
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
$9.27M 0.31%
35,399
-476
-1% -$129K
BLK icon
43
Blackrock
BLK
$182B
$8.8M 0.3%
9,150
+157
+2% +$165K
ECL icon
44
Ecolab
ECL
$80.7B
$8.46M 0.28%
31,807
-47
-0.1% -$13.3K
PG icon
45
Procter & Gamble
PG
$338B
$7.99M 0.27%
55,350
+2,148
+4% +$326K
AEP icon
46
American Electric Power
AEP
$66.6B
$7.96M 0.27%
60,698
-150
-0.2% -$18.8K
LLY icon
47
Eli Lilly
LLY
$1.13T
$7.9M 0.27%
8,593
+182
+2% +$185K
HON icon
48
Honeywell
HON
$68.3B
$7.55M 0.25%
33,403
-510
-2% -$117K
SYK icon
49
Stryker
SYK
$126B
$7.52M 0.25%
22,879
+2
+0% +$718
WM icon
50
Waste Management
WM
$90B
$7.33M 0.25%
31,904
-190
-0.6% -$43.7K
1
2
3 4 5

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SWM
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BAM
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CI
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Sand Hill Global Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Sand Hill Global Advisors held 213 positions worth $2.97B, up 3.7% from $2.87B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Sand Hill Global Advisors deployed $181M of net new capital in Q1 2026, opening 16 new positions and adding to 88 existing holdings. Its largest new stake was Cadence Design Systems: 18,669 shares worth $5.19M.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, down from 6.4% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Abbott, an estimated $5.79M trimmed.

  • Sand Hill Global Advisors's largest Q1 2026 buy was Cadence Design Systems: 18,669 shares worth $5.19M.
  • Sand Hill Global Advisors added most to iShares MSCI ACWI ex US ETF in Q1 2026, an estimated $82.4M increase.
  • Sand Hill Global Advisors's biggest Q1 2026 reduction was Abbott, cutting an estimated $5.79M.
  • Sand Hill Global Advisors fully exited Veeva Systems in Q1 2026, selling an estimated $11.8M.
  • Sand Hill Global Advisors's ten largest holdings make up 60% of its $2.97B portfolio in Q1 2026.
  • Sand Hill Global Advisors opened 16 new positions and closed 9 in Q1 2026.
  • Sand Hill Global Advisors's portfolio value rose 3.7% quarter-over-quarter to $2.97B.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.