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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
VIG icon
101
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.66M 0.06%
7,715
– –
PGR icon
102
Progressive
PGR
$129B
$1.58M 0.05%
7,977
-12
-0.2% -$2.48K
XLV icon
103
State Street Health Care Select Sector SPDR ETF
XLV
$45.6B
$1.56M 0.05%
10,649
-1,584
-13% -$244K
ABBV icon
104
AbbVie
ABBV
$471B
$1.52M 0.05%
6,993
-218
-3% -$48.4K
XLK icon
105
State Street Technology Select Sector SPDR ETF
XLK
$118B
$1.52M 0.05%
11,423
-83
-0.7% -$11.7K
LDUR icon
106
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.35B
$1.33M 0.04%
13,845
-304
-2% -$29.2K
JMUB icon
107
JPMorgan Municipal ETF
JMUB
$8.76B
$1.13M 0.04%
22,700
-2,666
-11% -$135K
IWF icon
108
iShares Russell 1000 Growth ETF
IWF
$125B
$1.12M 0.04%
10,520
– –
VGSH icon
109
Vanguard Short-Term Treasury ETF
VGSH
$30.3B
$1.11M 0.04%
19,028
+805
+4% +$47.3K
OEF icon
110
iShares S&P 100 ETF
OEF
$20.3B
$1.11M 0.04%
3,494
– –
GLD icon
111
SPDR Gold Trust
GLD
$155B
$1.09M 0.04%
2,537
– –
DFAC icon
112
Dimensional US Core Equity 2 ETF
DFAC
$49.2B
$1.01M 0.03%
25,882
– –
TSM icon
113
TSMC
TSM
$2.15T
$997K 0.03%
2,949
+1,734
+143% +$597K
VTEC icon
114
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.08B
$940K 0.03%
9,489
-175
-2% -$17.6K
CSCO icon
115
Cisco
CSCO
$437B
$930K 0.03%
11,992
-827
-6% -$64.7K
SCHC icon
116
Schwab International Small-Cap Equity ETF
SCHC
$5.78B
$930K 0.03%
19,894
-156
-0.8% -$7.54K
PLTR icon
117
Palantir
PLTR
$419B
$907K 0.03%
6,200
+69
+1% +$10.6K
ACN icon
118
Accenture
ACN
$114B
$881K 0.03%
4,442
-10,731
-71% -$2.5M
TOV
119
JLens 500 Jewish Advocacy U.S. ETF
TOV
$274M
$876K 0.03%
32,064
+166
+0.5% +$4.75K
AFL icon
120
Aflac
AFL
$58.6B
$853K 0.03%
7,779
+345
+5% +$38.2K
NU icon
121
Nu Holdings
NU
$71.5B
$839K 0.03%
58,397
– –
LOW icon
122
Lowe's Companies
LOW
$121B
$822K 0.03%
3,478
+156
+5% +$40.7K
SCHE icon
123
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$784K 0.03%
23,792
-348
-1% -$11.9K
IEFA icon
124
iShares Core MSCI EAFE ETF
IEFA
$196B
$740K 0.02%
8,170
+1,469
+22% +$137K
MA icon
125
Mastercard
MA
$523B
$734K 0.02%
1,469
+69
+5% +$36.3K
3 4
5
6 7

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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.