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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
-1.78%
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
$2.97B
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

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

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

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
BMO icon
126
Bank of Montreal
BMO
$129B
$732K 0.02%
5,411
+729
+16% +$101K
KO icon
127
Coca-Cola
KO
$357B
$731K 0.02%
9,619
+3,105
+48% +$235K
FNDX icon
128
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$706K 0.02%
25,367
-11,028
-30% -$313K
IBM icon
129
IBM
IBM
$202B
$684K 0.02%
2,821
+89
+3% +$24.1K
ABT icon
130
Abbott
ABT
$177B
$653K 0.02%
6,362
-51,295
-89% -$5.79M
MCD icon
131
McDonald's
MCD
$194B
$650K 0.02%
2,091
+114
+6% +$36.3K
CAT icon
132
Caterpillar
CAT
$405B
$633K 0.02%
893
+93
+12% +$64.4K
CPNG icon
133
Coupang
CPNG
$29.9B
$625K 0.02%
33,107
– –
RTX icon
134
RTX Corp
RTX
$266B
$605K 0.02%
3,136
-70
-2% -$13.9K
BND icon
135
Vanguard Total Bond Market
BND
$159B
$584K 0.02%
7,924
+528
+7% +$39.2K
IAU icon
136
iShares Gold Trust
IAU
$62.1B
$578K 0.02%
6,560
-109
-2% -$10K
ORCL icon
137
Oracle
ORCL
$364B
$573K 0.02%
3,892
+244
+7% +$39.7K
SCHW
138
Charles Schwab
SCHW
$178B
$568K 0.02%
6,045
+192
+3% +$18.8K
IWD icon
139
iShares Russell 1000 Value ETF
IWD
$82.5B
$559K 0.02%
2,614
+92
+4% +$20.1K
UNP icon
140
Union Pacific
UNP
$180B
$546K 0.02%
2,250
+50
+2% +$12.2K
ISRG icon
141
Intuitive Surgical
ISRG
$127B
$527K 0.02%
1,144
+87
+8% +$44K
DFAT icon
142
Dimensional US Targeted Value ETF
DFAT
$14.6B
$508K 0.02%
8,128
– –
CGMU icon
143
Capital Group Municipal Income ETF
CGMU
$6.36B
$490K 0.02%
18,054
-2,235
-11% -$61.6K
PEP icon
144
PepsiCo
PEP
$190B
$490K 0.02%
3,155
+10
+0.3% +$1.56K
DIA icon
145
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$486K 0.02%
+1,050
New +$509K
ADP icon
146
Automatic Data Processing
ADP
$103B
$473K 0.02%
2,326
+27
+1% +$6.19K
DHR icon
147
Danaher
DHR
$144B
$471K 0.02%
2,482
+169
+7% +$36K
SPSM icon
148
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$448K 0.02%
9,276
+89
+1% +$4.41K
SCZ icon
149
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$441K 0.01%
5,623
– –
NUDM icon
150
Nuveen ESG International Developed Markets Equity ETF
NUDM
$695M
$432K 0.01%
11,970
– –
4 5
6
7 8

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MC
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SSM
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WT
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FTWA
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PHAM
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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.