Sand Hill Global Advisors, LLC
Long book
$2.97B
Q1 2026
Positions
204
Top-10 weight
60%
concentration
Last quarter
+11.7%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsSand Hill Global Advisors, LLC is a wealth-management firm allocating client money, running a $2.97B US long book across 204 positions.
The portfolio is concentrated: the top 10 names carry 60% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, ISHARES MSCI EAFE ETF, SS SPDR S&P 500 ETF TRUST-US, VANGUARD FTSE EMERGING MARKE, ISHARES CORE S&P MIDCAP ETF.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.9%
Q2 2024
+6.7%
Q3 2024
-0.3%
Q4 2024
-1.9%
Q1 2025
+9.2%
Q2 2025
+7.0%
Q3 2025
+1.6%
Q4 2025
-2.4%
Q1 2026
+11.7%
Sector allocation
Technology 40%
Financials 13%
Consumer discretionary 10%
Industrials 9%
Services media 8%
Healthcare 6%
Utilities 5%
Other 3%
Long book by quarter
What does Sand Hill own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 164.1K | $41.7M | 1.4% | +14.3% |
| NVDA NVIDIA CORP | Technology | 208.6K | $36.4M | 1.2% | +2.0% |
| GOOGL ALPHABET INC-CL A | Technology | 101.3K | $29.1M | 1.0% | -8.3% |
| MSFT MICROSOFT CORP | Technology | 76.1K | $28.2M | 0.9% | +14.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 127.5K | $26.6M | 0.9% | +1.8% |
| META META PLATFORMS INC-CLASS A | Technology | 33.9K | $19.4M | 0.7% | +0.2% |
| JPM JPMORGAN CHASE & CO | Financials | 65.7K | $19.3M | 0.6% | -15.2% |
| V VISA INC-CLASS A SHARES | Services media | 48.5K | $14.7M | 0.5% | -0.5% |
| PH PARKER HANNIFIN CORP | Industrials | 15.1K | $13.6M | 0.5% | -2.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 84.5K | $13.5M | 0.5% | -0.7% |
| CVX CHEVRON CORP | Energy | 61.5K | $12.7M | 0.4% | -2.4% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 17 | $12.2M | 0.4% | -5.6% |
| AVGO BROADCOM INC | Technology | 39.1K | $12.1M | 0.4% | +7.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 49.0K | $12.0M | 0.4% | -0.2% |
| CME CME GROUP INC | Financials | 36.7K | $10.8M | 0.4% | -1.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 20.3K | $9.7M | 0.3% | +6.6% |
| BLK BLACKROCK INC | Financials | 9.2K | $8.8M | 0.3% | +1.7% |
| ECL ECOLAB INC | Other | 31.8K | $8.5M | 0.3% | -0.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 55.4K | $8.0M | 0.3% | +4.0% |
| AEP AMERICAN ELECTRIC POWER | Utilities | 60.7K | $8.0M | 0.3% | -0.2% |
| LLY ELI LILLY & CO | Healthcare | 8.6K | $7.9M | 0.3% | +2.2% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 33.4K | $7.6M | 0.3% | -1.5% |
| SYK STRYKER CORP | Healthcare | 22.9K | $7.5M | 0.3% | 0.0% |
| WM WASTE MANAGEMENT INC | Utilities | 31.9K | $7.3M | 0.2% | -0.6% |
| ADSK AUTODESK INC | Technology | 30.4K | $7.3M | 0.2% | +3.3% |
| PANW PALO ALTO NETWORKS INC | Technology | 42.9K | $6.9M | 0.2% | +2.4% |
| TSLA TESLA INC | Industrials | 18.2K | $6.8M | 0.2% | +0.5% |
| PWR QUANTA SERVICES INC | Industrials | 12.3K | $6.7M | 0.2% | +0.4% |
| DASH DOORDASH INC - A | Services media | 44.4K | $6.7M | 0.2% | 0.0% |
| LNG CHENIERE ENERGY INC | Utilities | 22.6K | $6.4M | 0.2% | -2.0% |
| ETN EATON CORP PLC | Industrials | 16.8K | $6.0M | 0.2% | +2.9% |
| DIS WALT DISNEY CO/THE | Services media | 61.6K | $5.9M | 0.2% | -1.8% |
| WYNN WYNN RESORTS LTD | Services media | 57.1K | $5.8M | 0.2% | +13.1% |
| BKNG BOOKING HOLDINGS INC | Industrials | 1.4K | $5.8M | 0.2% | +0.3% |
| NEM NEWMONT CORP | Materials | 50.3K | $5.4M | 0.2% | -0.7% |
| CDNS CADENCE DESIGN SYS INC | Technology | 18.7K | $5.2M | 0.2% | New |
| GOOG ALPHABET INC-CL C | Technology | 17.9K | $5.1M | 0.2% | +5.4% |
| CRM SALESFORCE INC | Technology | 27.1K | $5.1M | 0.2% | -8.4% |
| ETR ENTERGY CORP | Utilities | 44.2K | $5.0M | 0.2% | +0.4% |
| NFLX NETFLIX INC | Services media | 50.2K | $4.8M | 0.2% | +1023.4% |
| INTU INTUIT INC | Technology | 10.3K | $4.5M | 0.2% | -11.2% |
| SNOW SNOWFLAKE INC | Technology | 29.1K | $4.4M | 0.1% | +3.0% |
| AJG ARTHUR J GALLAGHER & CO | Financials | 18.7K | $4.0M | 0.1% | New |
| VRSK VERISK ANALYTICS INC | Technology | 20.5K | $3.9M | 0.1% | +0.6% |
| TGT TARGET CORP | Consumer discretionary | 31.3K | $3.8M | 0.1% | +6.7% |
| CBRE CBRE GROUP INC - A | Real estate | 27.0K | $3.7M | 0.1% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.6K | $3.6M | 0.1% | +4.0% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 6.4K | $2.8M | 0.1% | +23.0% |
| HD HOME DEPOT INC | Consumer discretionary | 8.3K | $2.7M | 0.1% | +30.1% |
| XOM EXXON MOBIL CORP | Energy | 14.9K | $2.5M | 0.1% | -5.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 204 | $2.97B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 207 | $2.87B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 199 | $2.84B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 202 | $2.69B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 194 | $2.43B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 188 | $2.36B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 195 | $2.37B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 189 | $2.20B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 163 | $2.11B | canonical | SEC ↗ |