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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
HON icon
51
Honeywell
HON
$76.9B
$7.54M 0.31%
37,777
+75
+0.2% +$15.2K
PANW icon
52
Palo Alto Networks
PANW
$280B
$7.25M 0.3%
42,485
-224
-0.5% -$41.4K
LLY icon
53
Eli Lilly
LLY
$996B
$7.11M 0.29%
8,612
+44
+0.5% +$36.6K
BKNG icon
54
Booking.com
BKNG
$150B
$6.67M 0.27%
36,175
-100
-0.3% -$19.1K
AEP icon
55
American Electric Power
AEP
$69.5B
$6.57M 0.27%
60,147
+1,247
+2% +$126K
MDY icon
56
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$6.52M 0.27%
12,219
-2
-0% -$1.14K
VTI icon
57
Vanguard Morningstar Total Stock Market ETF
VTI
$669B
$6.48M 0.27%
23,593
-1,327
-5% -$386K
DIS icon
58
Walt Disney
DIS
$169B
$6.42M 0.26%
65,000
+792
+1% +$85.1K
ACWX icon
59
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$6.39M 0.26%
115,173
– –
MUNI icon
60
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$6.31M 0.26%
122,362
-29,775
-20% -$1.54M
AVGO icon
61
Broadcom
AVGO
$1.85T
$6.27M 0.26%
37,466
+34,316
+1,089% +$7.26M
ACN icon
62
Accenture
ACN
$102B
$6.2M 0.26%
19,862
+120
+0.6% +$42.4K
KMB icon
63
Kimberly-Clark
KMB
$36.4B
$5.82M 0.24%
+40,938
New +$5.52M
EEM icon
64
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$5.74M 0.24%
131,329
-8,067
-6% -$350K
LNG icon
65
Cheniere Energy
LNG
$54.1B
$5.5M 0.23%
23,773
+337
+1% +$75.9K
DHR icon
66
Danaher
DHR
$139B
$5.26M 0.22%
25,651
-342
-1% -$74.7K
EAGG icon
67
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.95B
$5.21M 0.21%
109,703
+7,684
+8% +$360K
TSLA icon
68
Tesla
TSLA
$1.27T
$5.06M 0.21%
19,535
-483
-2% -$161K
INTU icon
69
Intuit
INTU
$88.6B
$4.68M 0.19%
7,618
-47
-0.6% -$28.2K
ACWI icon
70
iShares MSCI ACWI ETF
ACWI
$32.7B
$4.61M 0.19%
39,577
– –
PLD icon
71
Prologis
PLD
$134B
$4.51M 0.19%
40,380
+1,089
+3% +$126K
ETN icon
72
Eaton
ETN
$168B
$4.5M 0.19%
16,553
-191
-1% -$59.5K
ADBE icon
73
Adobe
ADBE
$101B
$4.25M 0.18%
11,088
-7,494
-40% -$3.21M
SNOW icon
74
Snowflake
SNOW
$108B
$4.12M 0.17%
+28,163
New +$4.78M
WYNN icon
75
Wynn Resorts
WYNN
$10.1B
$4.04M 0.17%
48,335
+22,185
+85% +$1.89M
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.