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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
-1.78%
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
$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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
EMB icon
176
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$266K 0.01%
2,832
– –
TMO icon
177
Thermo Fisher Scientific
TMO
$232B
$266K 0.01%
541
+33
+6% +$17.9K
IJS icon
178
iShares S&P Small-Cap 600 Value ETF
IJS
$8.27B
$265K 0.01%
2,235
– –
BAC icon
179
Bank of America
BAC
$436B
$264K 0.01%
5,421
+1,024
+23% +$52.8K
CART icon
180
Maplebear
CART
$11.9B
$261K 0.01%
6,965
– –
J icon
181
Jacobs Solutions
J
$17.7B
$255K 0.01%
2,002
-42
-2% -$5.71K
TXN icon
182
Texas Instruments
TXN
$237B
$253K 0.01%
1,303
+73
+6% +$14.8K
SHOP icon
183
Shopify
SHOP
$198B
$251K 0.01%
+2,118
New +$278K
NOC icon
184
Northrop Grumman
NOC
$77.4B
$248K 0.01%
+363
New +$251K
FNDA icon
185
Schwab Fundamental US Small Company Index ETF
FNDA
$9.19B
$245K 0.01%
7,559
-451
-6% -$15.1K
COP icon
186
ConocoPhillips
COP
$159B
$239K 0.01%
+1,813
New +$201K
VXUS icon
187
Vanguard Total International Stock ETF
VXUS
$164B
$236K 0.01%
3,057
– –
MS icon
188
Morgan Stanley
MS
$338B
$233K 0.01%
+1,415
New +$245K
SBUX icon
189
Starbucks
SBUX
$121B
$232K 0.01%
2,594
-131
-5% -$12.4K
COUR icon
190
Coursera
COUR
$1.63B
$231K 0.01%
39,697
– –
FEX icon
191
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.61B
$222K 0.01%
1,821
-142
-7% -$17.6K
KKR icon
192
KKR & Co
KKR
$96.4B
$220K 0.01%
2,381
– –
IAT icon
193
iShares US Regional Banks ETF
IAT
$663M
$220K 0.01%
4,090
– –
O icon
194
Realty Income
O
$59.4B
$220K 0.01%
+3,591
New +$225K
APH icon
195
Amphenol
APH
$195B
$215K 0.01%
+1,702
New +$240K
DUK icon
196
Duke Energy
DUK
$94.7B
$211K 0.01%
+1,609
New +$201K
HOLX
197
DELISTED
Hologic
HOLX
$207K 0.01%
2,745
– –
APO icon
198
Apollo Global Management
APO
$78.3B
$207K 0.01%
1,859
-126
-6% -$15.6K
MCO icon
199
Moody's
MCO
$88.6B
$205K 0.01%
471
+63
+15% +$29.8K
HTGC icon
200
Hercules Capital
HTGC
$3.28B
$204K 0.01%
13,832
– –
5 6 7
8
9

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NIM
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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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DIG
DeepCurrents Investment Group New York $3.3B AUM 12.57% 1-Year Est. Return

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.