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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
MDY icon
51
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$7.33M 0.25%
11,886
-43
-0.4% -$27.2K
ADSK icon
52
Autodesk
ADSK
$53.2B
$7.28M 0.24%
30,401
+974
+3% +$245K
NEAR icon
53
iShares Short Maturity Bond ETF
NEAR
$4.97B
$7.18M 0.24%
141,314
-102
-0.1% -$5.21K
PANW icon
54
Palo Alto Networks
PANW
$282B
$6.88M 0.23%
42,920
+1,020
+2% +$171K
TSLA icon
55
Tesla
TSLA
$1.39T
$6.76M 0.23%
18,196
+85
+0.5% +$35K
EEM icon
56
iShares MSCI Emerging Markets ETF
EEM
$31.1B
$6.74M 0.23%
118,701
-1,832
-2% -$108K
PWR icon
57
Quanta Services
PWR
$92.5B
$6.74M 0.23%
12,272
+49
+0.4% +$25.2K
DASH icon
58
DoorDash
DASH
$100B
$6.66M 0.22%
44,386
-6
-0% -$1.11K
VTI icon
59
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$6.62M 0.22%
20,648
+171
+0.8% +$57.4K
LNG icon
60
Cheniere Energy
LNG
$57.9B
$6.42M 0.22%
22,615
-458
-2% -$106K
VCSH icon
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$6.04M 0.2%
76,186
– –
ETN icon
62
Eaton
ETN
$160B
$6M 0.2%
16,776
+475
+3% +$169K
DIS icon
63
Walt Disney
DIS
$192B
$5.94M 0.2%
61,647
-1,156
-2% -$122K
ACWI icon
64
iShares MSCI ACWI ETF
ACWI
$33.2B
$5.82M 0.2%
42,046
– –
WYNN icon
65
Wynn Resorts
WYNN
$10.1B
$5.79M 0.19%
57,051
+6,605
+13% +$723K
BKNG icon
66
Booking.com
BKNG
$160B
$5.79M 0.19%
34,350
+100
+0.3% +$18.4K
PLD icon
67
Prologis
PLD
$136B
$5.57M 0.19%
42,151
+552
+1% +$73.8K
NEM icon
68
Newmont
NEM
$140B
$5.45M 0.18%
50,308
-357
-0.7% -$41.2K
CDNS icon
69
Cadence Design Systems
CDNS
$89.8B
$5.19M 0.17%
+18,669
New +$5.57M
GOOG icon
70
Alphabet (Google) Class C
GOOG
$4.19T
$5.13M 0.17%
17,881
+919
+5% +$289K
CRM icon
71
Salesforce
CRM
$170B
$5.06M 0.17%
27,087
-2,482
-8% -$514K
ETR icon
72
Entergy
ETR
$49.8B
$4.97M 0.17%
44,192
+172
+0.4% +$17.3K
SCHO icon
73
Schwab Short-Term US Treasury ETF
SCHO
$13.1B
$4.9M 0.16%
201,936
– –
NFLX icon
74
Netflix
NFLX
$339B
$4.83M 0.16%
50,217
+45,747
+1,023% +$4.03M
ESGE icon
75
iShares ESG Aware MSCI EM ETF
ESGE
$6.88B
$4.75M 0.16%
104,434
-3,914
-4% -$185K
1 2
3
4 5

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CWM
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FISPB
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SWM
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BAM
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CI
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MMEA
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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.