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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
+12.68%
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
$3.32B
AUM Growth
+$349M
Cap. Flow
+$12.1M
Cap. Flow %
0.37%
Top 10 Hldgs %
56.81%
Holding
225
New
21
Increased
57
Reduced
97
Closed
11

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$75.8M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$16.5M
3
UNP icon
Union Pacific
UNP
+$11.9M
4
ASML icon
ASML
ASML
+$7.82M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$7.81M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.5M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.5M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$23.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.33M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.3M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.91%
2 Technology 6.37%
3 Financials 2.75%
4 Consumer Discretionary 2.35%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARR icon
101
Carrier Global
CARR
$49.2B
$2.78M 0.08%
+37,922
New +$2.48M
XLK icon
102
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.71M 0.08%
14,238
+2,815
+25% +$481K
ORCL icon
103
Oracle
ORCL
$457B
$2.66M 0.08%
18,177
+14,285
+367% +$2.59M
VO icon
104
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$2.66M 0.08%
33,026
-2,774
-8% -$215K
VV icon
105
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$2.61M 0.08%
7,600
-115
-1% -$38.4K
AEHR icon
106
Aehr Test Systems
AEHR
$2.81B
$2.47M 0.07%
+25,700
New +$2.35M
XOM icon
107
ExxonMobil
XOM
$656B
$1.9M 0.06%
13,868
-1,024
-7% -$153K
VEU icon
108
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$1.88M 0.06%
22,506
– –
MCD icon
109
McDonald's
MCD
$181B
$1.88M 0.06%
6,943
+4,852
+232% +$1.39M
VIG icon
110
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.8M 0.05%
7,626
-89
-1% -$20.4K
PGR icon
111
Progressive
PGR
$127B
$1.74M 0.05%
7,977
– –
ABBV icon
112
AbbVie
ABBV
$453B
$1.67M 0.05%
6,617
-376
-5% -$80.9K
CSCO icon
113
Cisco
CSCO
$431B
$1.49M 0.05%
12,724
+732
+6% +$76.6K
LDUR icon
114
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.34B
$1.47M 0.04%
15,359
+1,514
+11% +$145K
P
115
Everpure Inc
P
$33.1B
$1.42M 0.04%
+18,000
New +$1.32M
OEF icon
116
iShares S&P 100 ETF
OEF
$20.5B
$1.39M 0.04%
3,805
+311
+9% +$111K
TSM icon
117
TSMC
TSM
$2.22T
$1.36M 0.04%
2,854
-95
-3% -$38.5K
XLV icon
118
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
$1.29M 0.04%
8,153
-2,496
-23% -$371K
IWF icon
119
iShares Russell 1000 Growth ETF
IWF
$126B
$1.28M 0.04%
10,336
-184
-2% -$22.2K
YUM icon
120
Yum! Brands
YUM
$41.1B
$1.2M 0.04%
+7,494
New +$1.16M
GLD icon
121
SPDR Gold Trust
GLD
$149B
$1.15M 0.03%
3,114
+577
+23% +$239K
DFAC icon
122
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$1.1M 0.03%
24,744
-1,138
-4% -$48.7K
TOV
123
JLens 500 Jewish Advocacy U.S. ETF
TOV
$286M
$1.06M 0.03%
33,779
+1,715
+5% +$52.4K
VGSH icon
124
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
$1.01M 0.03%
17,432
-1,596
-8% -$93K
JMUB icon
125
JPMorgan Municipal ETF
JMUB
$8.66B
$1M 0.03%
19,808
-2,892
-13% -$146K
3 4
5
6 7

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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 Q2 2026 Portfolio in Review

As of Q2 2026, Sand Hill Global Advisors held 225 positions worth $3.32B, up 12% from $2.97B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Sand Hill Global Advisors's Q2 2026 filing shows 21 new, 57 increased, 97 reduced and 11 closed positions. Its largest new stake was Honeywell Aerospace: 16,251 shares worth $3.59M. The largest sale was Vanguard FTSE Emerging Markets ETF, an estimated $47.5M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

  • Sand Hill Global Advisors's largest Q2 2026 buy was Honeywell Aerospace: 16,251 shares worth $3.59M.
  • Sand Hill Global Advisors added most to iShares MSCI Emerging Markets ETF in Q2 2026, an estimated $75.8M increase.
  • Sand Hill Global Advisors's biggest Q2 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $47.5M.
  • Sand Hill Global Advisors fully exited Intuit in Q2 2026, selling an estimated $4.47M.
  • Sand Hill Global Advisors's ten largest holdings make up 57% of its $3.32B portfolio in Q2 2026.
  • Sand Hill Global Advisors opened 21 new positions and closed 11 in Q2 2026.
  • Sand Hill Global Advisors's portfolio value rose 12% quarter-over-quarter to $3.32B.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.