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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
ABT icon
151
Abbott
ABT
$187B
$532K 0.02%
5,865
-497
-8% -$45.4K
ADP icon
152
Automatic Data Processing
ADP
$110B
$514K 0.02%
2,294
-32
-1% -$6.84K
IWD icon
153
iShares Russell 1000 Value ETF
IWD
$84.2B
$513K 0.02%
2,116
-498
-19% -$116K
CGMU icon
154
Capital Group Municipal Income ETF
CGMU
$6.62B
$512K 0.02%
18,645
+591
+3% +$16.2K
IAU icon
155
iShares Gold Trust
IAU
$65.8B
$508K 0.02%
6,722
+162
+2% +$13.8K
NUDM icon
156
Nuveen ESG International Developed Markets Equity ETF
NUDM
$740M
$479K 0.01%
11,970
– –
SUSA icon
157
iShares ESG Optimized MSCI USA ETF
SUSA
$4.13B
$469K 0.01%
3,038
– –
SCZ icon
158
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$463K 0.01%
5,623
– –
GEV icon
159
GE Vernova
GEV
$251B
$458K 0.01%
390
+25
+7% +$25.5K
IEMG icon
160
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$457K 0.01%
5,519
-76
-1% -$6.06K
VGT icon
161
Vanguard Information Technology ETF
VGT
$149B
$456K 0.01%
3,812
+60
+2% +$6.57K
GS icon
162
Goldman Sachs
GS
$302B
$439K 0.01%
434
+1
+0.2% +$975
DHR icon
163
Danaher
DHR
$146B
$436K 0.01%
2,288
-194
-8% -$35.2K
MMM icon
164
3M
MMM
$86.9B
$434K 0.01%
2,678
– –
INTC icon
165
Intel
INTC
$506B
$433K 0.01%
+3,102
New +$314K
PEP icon
166
PepsiCo
PEP
$188B
$432K 0.01%
3,192
+37
+1% +$5.53K
UBER icon
167
Uber
UBER
$155B
$425K 0.01%
5,890
-90
-2% -$6.6K
LIN icon
168
Linde
LIN
$220B
$411K 0.01%
792
+48
+6% +$24.3K
QQQM icon
169
Invesco NASDAQ 100 ETF
QQQM
$105B
$401K 0.01%
1,323
+4
+0.3% +$1.13K
PM icon
170
Philip Morris
PM
$284B
$397K 0.01%
2,194
+236
+12% +$40.9K
OTIS icon
171
Otis Worldwide
OTIS
$27.1B
$387K 0.01%
+5,410
New +$404K
AXP icon
172
American Express
AXP
$220B
$379K 0.01%
1,121
+27
+2% +$8.64K
BUFR icon
173
FT Vest Fund of Buffer ETFs
BUFR
$10.5B
$368K 0.01%
10,061
– –
CVBF icon
174
CVB Financial
CVBF
$3.98B
$361K 0.01%
+16,025
New +$329K
SPGI icon
175
S&P Global
SPGI
$131B
$360K 0.01%
885
+132
+18% +$55.7K
5 6
7
8 9

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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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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.