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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
-1.62%
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
$2.43B
AUM Growth
+$65M
Cap. Flow
+$125M
Cap. Flow %
5.13%
Top 10 Hldgs %
58.79%
Holding
209
New
21
Increased
62
Reduced
76
Closed
15

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$65.4M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$59.5M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$13.9M
4
DOCS icon
Doximity
DOCS
+$11.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.18M

Top Sells

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$34.9M
2
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$21.9M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11.7M
4
MDLZ icon
Mondelez International
MDLZ
+$5.6M
5
UPS icon
United Parcel Service
UPS
+$4.09M

Sector Composition

Rank Sector Weight
1 Technology 6.07%
2 Financials 3.48%
3 Healthcare 3.05%
4 Consumer Discretionary 2.66%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
J icon
176
Jacobs Solutions
J
$16.4B
$247K 0.01%
2,062
– –
TXN icon
177
Texas Instruments
TXN
$246B
$243K 0.01%
1,351
-101
-7% -$18.9K
EMB icon
178
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$226K 0.01%
2,490
-969
-28% -$87.7K
DVY icon
179
iShares Select Dividend ETF
DVY
$23.6B
$221K 0.01%
1,647
– –
NYT icon
180
New York Times
NYT
$12.2B
$219K 0.01%
4,417
– –
SBUX icon
181
Starbucks
SBUX
$118B
$218K 0.01%
2,223
-41
-2% -$4.24K
AMGN icon
182
Amgen
AMGN
$204B
$218K 0.01%
+699
New +$206K
FPE icon
183
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$218K 0.01%
+12,379
New +$220K
VGT icon
184
Vanguard Information Technology ETF
VGT
$141B
$217K 0.01%
3,208
– –
IGSB icon
185
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$217K 0.01%
4,140
-62
-1% -$3.22K
QQQM icon
186
Invesco NASDAQ 100 ETF
QQQM
$99B
$214K 0.01%
+1,109
New +$232K
NEE icon
187
NextEra Energy
NEE
$181B
$210K 0.01%
+2,959
New +$209K
FNDA icon
188
Schwab Fundamental US Small Company Index ETF
FNDA
$9.27B
$207K 0.01%
7,559
– –
TSM icon
189
TSMC
TSM
$2.11T
$207K 0.01%
1,246
-476
-28% -$92.5K
FAST icon
190
Fastenal
FAST
$55.2B
$204K 0.01%
+5,266
New +$197K
DUK icon
191
Duke Energy
DUK
$96.9B
$203K 0.01%
+1,666
New +$190K
O icon
192
Realty Income
O
$59.2B
$202K 0.01%
+3,482
New +$193K
CDE icon
193
Coeur Mining
CDE
$16B
$112K ﹤0.01%
+19,000
New +$117K
EXFY icon
194
Expensify
EXFY
$178M
$73.3K ﹤0.01%
24,102
-3,087
-11% -$10.7K
AMD icon
195
Advanced Micro Devices
AMD
$790B
– –
-20,099
Closed -$2.43M
AMT icon
196
American Tower
AMT
$80.6B
– –
-13,484
Closed -$2.47M
ANET icon
197
Arista Networks
ANET
$233B
– –
-13,061
Closed -$1.44M
BIV icon
198
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
– –
-3,806
Closed -$284K
BRKR icon
199
Bruker
BRKR
$9.79B
– –
-4,012
Closed -$235K
EGHT icon
200
8x8 Inc
EGHT
$292M
– –
-15,872
Closed -$42.4K
5 6 7
8
9

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PHAM
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MP
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SGI
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ATC
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B
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Sand Hill Global Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Sand Hill Global Advisors held 209 positions worth $2.43B, up 2.7% from $2.36B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sand Hill Global Advisors deployed $125M of net new capital in Q1 2025, opening 21 new positions and adding to 62 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 19 shares worth $15.2M.

By sector, the portfolio is most concentrated in Technology at 6.1% of assets, down from 7.3% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares US Treasury Bond ETF, an estimated $34.9M trimmed.

  • Sand Hill Global Advisors's largest Q1 2025 buy was Berkshire Hathaway Class A: 19 shares worth $15.2M.
  • Sand Hill Global Advisors added most to Invesco QQQ Trust in Q1 2025, an estimated $65.4M increase.
  • Sand Hill Global Advisors's biggest Q1 2025 reduction was iShares US Treasury Bond ETF, cutting an estimated $34.9M.
  • Sand Hill Global Advisors fully exited Vanguard Long-Term Treasury ETF in Q1 2025, selling an estimated $21.9M.
  • Sand Hill Global Advisors's ten largest holdings make up 59% of its $2.43B portfolio in Q1 2025.
  • Sand Hill Global Advisors opened 21 new positions and closed 15 in Q1 2025.
  • Sand Hill Global Advisors's portfolio value rose 2.7% quarter-over-quarter to $2.43B.

Based on Sand Hill Global Advisors's 13F filing for Q1 2025, filed 13 May 2025.