We are live on ! Find out more
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
QCOM icon
126
Qualcomm
QCOM
$180B
$966K 0.03%
+5,230
New +$978K
SCHC icon
127
Schwab International Small-Cap Equity ETF
SCHC
$5.79B
$957K 0.03%
19,894
– –
BMO icon
128
Bank of Montreal
BMO
$122B
$956K 0.03%
5,411
– –
VTEC icon
129
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.04B
$955K 0.03%
9,489
– –
KO icon
130
Coca-Cola
KO
$379B
$938K 0.03%
11,544
+1,925
+20% +$152K
CAT icon
131
Caterpillar
CAT
$374B
$928K 0.03%
871
-22
-2% -$19.3K
AFL icon
132
Aflac
AFL
$58.8B
$902K 0.03%
7,693
-86
-1% -$9.9K
SCHE icon
133
Schwab Emerging Markets Equity ETF
SCHE
$13.2B
$863K 0.03%
23,792
– –
IBM icon
134
IBM
IBM
$221B
$820K 0.02%
2,916
+95
+3% +$23.9K
WFC icon
135
Wells Fargo
WFC
$272B
$800K 0.02%
9,686
+4,339
+81% +$349K
IEFA icon
136
iShares Core MSCI EAFE ETF
IEFA
$196B
$789K 0.02%
8,173
+3
+0% +$288
FNDX icon
137
Schwab Fundamental US Large Company Index ETF
FNDX
$27.8B
$789K 0.02%
25,367
– –
MA icon
138
Mastercard
MA
$507B
$781K 0.02%
1,520
+51
+3% +$25.4K
PLTR icon
139
Palantir
PLTR
$419B
$765K 0.02%
6,553
+353
+6% +$48.2K
LOW icon
140
Lowe's Companies
LOW
$115B
$740K 0.02%
3,356
-122
-4% -$27.7K
NU icon
141
Nu Holdings
NU
$74.2B
$739K 0.02%
55,298
-3,099
-5% -$41.8K
GE icon
142
GE Aerospace
GE
$350B
$604K 0.02%
1,617
+97
+6% +$30.4K
BND icon
143
Vanguard Total Bond Market
BND
$160B
$582K 0.02%
7,924
– –
CPNG icon
144
Coupang
CPNG
$27.5B
$575K 0.02%
33,107
– –
DFAT icon
145
Dimensional US Targeted Value ETF
DFAT
$14.7B
$568K 0.02%
8,128
– –
SCHW
146
Charles Schwab
SCHW
$189B
$558K 0.02%
6,045
– –
ACN icon
147
Accenture
ACN
$114B
$552K 0.02%
4,440
-2
-0% -$347
DIA icon
148
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$549K 0.02%
1,050
– –
WAL icon
149
Western Alliance Bancorporation
WAL
$8.83B
$536K 0.02%
+6,516
New +$514K
SPSM icon
150
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$535K 0.02%
9,276
– –
4 5
6
7 8

Similar funds

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
DIG
DeepCurrents Investment Group New York $3.3B AUM 12.57% 1-Year Est. Return

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.