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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
NEM icon
76
Newmont
NEM
$100B
$3.99M 0.16%
82,702
+900
+1% +$39.5K
ESGE icon
77
iShares ESG Aware MSCI EM ETF
ESGE
$6.61B
$3.94M 0.16%
112,755
+556
+0.5% +$19.4K
BRK.B icon
78
Berkshire Hathaway Class B
BRK.B
$1.11T
$3.79M 0.16%
7,115
-273
-4% -$133K
TGT icon
79
Target
TGT
$67.8B
$3.72M 0.15%
35,607
+33,920
+2,011% +$4.24M
SCHX icon
80
Schwab US Large- Cap ETF
SCHX
$72.9B
$3.66M 0.15%
165,881
– –
DFUS
81
Dimensional US Equity ETF
DFUS
$21.2B
$3.62M 0.15%
59,872
– –
GOOG icon
82
Alphabet (Google) Class C
GOOG
$4.56T
$3.6M 0.15%
23,013
+4,806
+26% +$880K
COST icon
83
Costco
COST
$423B
$3.44M 0.14%
3,642
-36
-1% -$35.1K
VRTX icon
84
Vertex Pharmaceuticals
VRTX
$119B
$3.36M 0.14%
+6,925
New +$3.23M
IWB icon
85
iShares Russell 1000 ETF
IWB
$49B
$3.27M 0.13%
10,663
-79
-0.7% -$25.5K
ZTS icon
86
Zoetis
ZTS
$32.3B
$3.16M 0.13%
19,163
+1,098
+6% +$183K
IWV icon
87
iShares Russell 3000 ETF
IWV
$19.9B
$3.14M 0.13%
9,881
-50
-0.5% -$16.8K
ETR icon
88
Entergy
ETR
$50.4B
$2.72M 0.11%
+31,861
New +$2.62M
QQMG icon
89
Invesco ESG NASDAQ 100 ETF
QQMG
$198M
$2.54M 0.1%
+80,009
New +$2.76M
HD icon
90
Home Depot
HD
$339B
$2.45M 0.1%
6,691
+283
+4% +$110K
SCHF icon
91
Schwab International Equity ETF
SCHF
$67B
$2.39M 0.1%
121,062
– –
BUFR icon
92
FT Vest Fund of Buffer ETFs
BUFR
$10.2B
$2.3M 0.09%
+77,629
New +$2.37M
IWO icon
93
iShares Russell 2000 Growth ETF
IWO
$14.6B
$2.3M 0.09%
8,985
+261
+3% +$73.7K
PGR icon
94
Progressive
PGR
$122B
$2.25M 0.09%
7,942
– –
VTEB icon
95
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$2.09M 0.09%
42,186
-29,132
-41% -$1.46M
VV icon
96
Vanguard Morningstar Large-Cap ETF
VV
$53.2B
$2.04M 0.08%
7,938
– –
ITOT icon
97
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
$2.03M 0.08%
16,672
– –
XLV icon
98
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
$2M 0.08%
13,715
-1,077
-7% -$156K
XOM icon
99
ExxonMobil
XOM
$643B
$1.86M 0.08%
15,624
-1,277
-8% -$141K
VIG icon
100
Vanguard Dividend Appreciation ETF
VIG
$112B
$1.75M 0.07%
9,035
+939
+12% +$187K
2 3
4
5 6

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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.