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
-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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.02T
$314M 10.57%
525,971
+40,481
+8% +$25.3M
EFA icon
2
iShares MSCI EAFE ETF
EFA
$80.3B
$293M 9.87%
3,020,430
+123,171
+4% +$12.3M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$216M 7.27%
332,226
-3,017
-0.9% -$2.05M
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$174M 5.87%
3,228,121
+93,168
+3% +$5.22M
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$125B
$159M 5.34%
2,349,194
+65,908
+3% +$4.57M
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$39.3B
$154M 5.2%
1,741,408
+78,258
+5% +$7.18M
SPYM
7
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$141M 4.75%
1,843,291
+229,705
+14% +$18.4M
IWM icon
8
iShares Russell 2000 ETF
IWM
$81.6B
$140M 4.71%
563,866
+982
+0.2% +$253K
BOND icon
9
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.6B
$98.3M 3.31%
1,065,087
+440,603
+71% +$41.1M
VBK icon
10
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.3B
$95M 3.2%
314,286
+8,045
+3% +$2.53M
ACWX icon
11
iShares MSCI ACWI ex US ETF
ACWX
$12.5B
$88.4M 2.97%
1,290,721
+1,168,514
+956% +$82.4M
VGIT icon
12
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
$75.7M 2.55%
1,271,182
+64,893
+5% +$3.89M
QQQ icon
13
Invesco QQQ Trust
QQQ
$485B
$71.8M 2.42%
124,414
+4,166
+3% +$2.53M
AGG icon
14
iShares Core US Aggregate Bond ETF
AGG
$139B
$65.6M 2.21%
660,811
-45,328
-6% -$4.54M
IVV icon
15
iShares Core S&P 500 ETF
IVV
$892B
$47.6M 1.6%
72,845
-2,611
-3% -$1.78M
AAPL icon
16
Apple
AAPL
$4.53T
$41.7M 1.4%
164,127
+20,491
+14% +$5.33M
NVDA icon
17
NVIDIA
NVDA
$5.12T
$36.4M 1.22%
208,628
+4,049
+2% +$743K
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.25T
$29.1M 0.98%
101,278
-9,107
-8% -$2.86M
MSFT icon
19
Microsoft
MSFT
$3.62T
$28.2M 0.95%
76,135
+9,737
+15% +$4.07M
AMZN icon
20
Amazon
AMZN
$2.82T
$26.6M 0.89%
127,496
+2,300
+2% +$506K
ESGU icon
21
iShares ESG Aware MSCI USA ETF
ESGU
$18.1B
$22.2M 0.75%
157,309
+2,298
+1% +$340K
ESML icon
22
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.9B
$22.2M 0.75%
472,402
-2,189
-0.5% -$106K
VEA icon
23
Vanguard FTSE Developed Markets ETF
VEA
$240B
$20.6M 0.69%
321,897
-4,933
-2% -$326K
META icon
24
Meta Platforms (Facebook)
META
$1.44T
$19.4M 0.65%
33,941
+77
+0.2% +$49.3K
JPM icon
25
JPMorgan Chase
JPM
$943B
$19.3M 0.65%
65,673
-11,763
-15% -$3.57M
1
2 3 4 5

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 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.