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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
MUB icon
76
iShares National Muni Bond ETF
MUB
$45.6B
$4.74M 0.16%
44,687
-2,330
-5% -$251K
INTU icon
77
Intuit
INTU
$98.7B
$4.47M 0.15%
10,343
-1,302
-11% -$621K
IWB icon
78
iShares Russell 1000 ETF
IWB
$48.9B
$4.46M 0.15%
12,503
-88
-0.7% -$32.8K
SNOW icon
79
Snowflake
SNOW
$110B
$4.38M 0.15%
29,072
+854
+3% +$158K
SCHX icon
80
Schwab US Large- Cap ETF
SCHX
$73.9B
$4.11M 0.14%
160,379
-9,237
-5% -$248K
VGSR icon
81
Vert Global Sustainable Real Estate ETF
VGSR
$546M
$4.1M 0.14%
396,605
-1,361
-0.3% -$14.6K
DFUS
82
Dimensional US Equity ETF
DFUS
$21.5B
$4.05M 0.14%
57,141
-315
-0.5% -$23.3K
AJG icon
83
Arthur J. Gallagher & Co
AJG
$69.4B
$4.05M 0.14%
+18,682
New +$4.32M
CMF icon
84
iShares California Muni Bond ETF
CMF
$4.65B
$3.98M 0.13%
69,965
-5,336
-7% -$308K
VRSK icon
85
Verisk Analytics
VRSK
$25.1B
$3.88M 0.13%
20,463
+118
+0.6% +$23.9K
TGT icon
86
Target
TGT
$74.5B
$3.79M 0.13%
31,296
+1,972
+7% +$222K
CBRE icon
87
CBRE Group
CBRE
$43.9B
$3.66M 0.12%
+27,020
New +$4.11M
COST icon
88
Costco
COST
$428B
$3.63M 0.12%
3,644
+141
+4% +$137K
IWV icon
89
iShares Russell 3000 ETF
IWV
$20.2B
$3.57M 0.12%
9,644
-78
-0.8% -$30.2K
MUNI icon
90
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.14B
$3.27M 0.11%
62,742
-3,676
-6% -$194K
SCHF icon
91
Schwab International Equity ETF
SCHF
$69.9B
$3.04M 0.1%
122,753
-3,502
-3% -$89.1K
VRTX icon
92
Vertex Pharmaceuticals
VRTX
$141B
$2.84M 0.1%
6,369
+1,193
+23% +$556K
QQMG icon
93
Invesco ESG NASDAQ 100 ETF
QQMG
$200M
$2.83M 0.1%
71,636
-204
-0.3% -$8.5K
IWO icon
94
iShares Russell 2000 Growth ETF
IWO
$15.1B
$2.82M 0.09%
8,984
– –
HD icon
95
Home Depot
HD
$335B
$2.72M 0.09%
8,269
+1,914
+30% +$697K
VO icon
96
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.57M 0.09%
35,800
+1,812
+5% +$135K
XOM icon
97
ExxonMobil
XOM
$665B
$2.53M 0.09%
14,892
-792
-5% -$116K
VV icon
98
Vanguard Morningstar Large-Cap ETF
VV
$53.9B
$2.31M 0.08%
7,715
– –
AMAT icon
99
Applied Materials
AMAT
$381B
$2.11M 0.07%
6,162
-535
-8% -$180K
VEU icon
100
Vanguard FTSE All-World ex-US ETF
VEU
$70.7B
$1.69M 0.06%
22,506
– –
2 3
4
5 6

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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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DIG
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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.