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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
GE icon
151
GE Aerospace
GE
$361B
$431K 0.01%
1,520
+29
+2% +$9.11K
UBER icon
152
Uber
UBER
$151B
$430K 0.01%
5,980
+59
+1% +$4.54K
WFC icon
153
Wells Fargo
WFC
$267B
$426K 0.01%
5,347
+89
+2% +$7.64K
SUSA icon
154
iShares ESG Optimized MSCI USA ETF
SUSA
$4.05B
$401K 0.01%
3,038
– –
IEMG icon
155
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$390K 0.01%
5,595
+1,990
+55% +$144K
MMM icon
156
3M
MMM
$84.4B
$389K 0.01%
2,678
-6
-0.2% -$955
NYT icon
157
New York Times
NYT
$12.4B
$370K 0.01%
4,417
– –
LIN icon
158
Linde
LIN
$241B
$369K 0.01%
744
+40
+6% +$18.9K
GS icon
159
Goldman Sachs
GS
$323B
$366K 0.01%
433
+26
+6% +$23.2K
BUFR icon
160
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$340K 0.01%
10,061
– –
AXP icon
161
American Express
AXP
$247B
$331K 0.01%
1,094
+118
+12% +$39.6K
WMT icon
162
Walmart Inc
WMT
$915B
$331K 0.01%
+2,660
New +$327K
VGT icon
163
Vanguard Information Technology ETF
VGT
$140B
$327K 0.01%
3,752
-176
-4% -$16.2K
PM icon
164
Philip Morris
PM
$296B
$324K 0.01%
1,958
+103
+6% +$17.9K
SPGI icon
165
S&P Global
SPGI
$135B
$320K 0.01%
753
+104
+16% +$48.3K
GEV icon
166
GE Vernova
GEV
$278B
$318K 0.01%
365
-1
-0.3% -$780
QQQM icon
167
Invesco NASDAQ 100 ETF
QQQM
$97.7B
$313K 0.01%
1,319
+122
+10% +$30.5K
ASML icon
168
ASML
ASML
$686B
$301K 0.01%
+228
New +$312K
NEE icon
169
NextEra Energy
NEE
$186B
$297K 0.01%
3,193
+68
+2% +$6.04K
MRK icon
170
Merck
MRK
$315B
$295K 0.01%
2,449
+145
+6% +$16.7K
GOVT icon
171
iShares US Treasury Bond ETF
GOVT
$43.6B
$290K 0.01%
12,664
-265
-2% -$6.11K
IJR icon
172
iShares Core S&P Small-Cap ETF
IJR
$111B
$289K 0.01%
2,322
– –
DVY icon
173
iShares Select Dividend ETF
DVY
$23.9B
$274K 0.01%
1,808
+308
+21% +$46.5K
FAST icon
174
Fastenal
FAST
$53.6B
$271K 0.01%
5,830
+190
+3% +$8.53K
AMGN icon
175
Amgen
AMGN
$201B
$268K 0.01%
762
-63
-8% -$22.5K
5 6
7
8 9

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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.