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Latest Sand Hill Global Advisors, LLC Stock Portfolio

$2.97Billion | No. of Holdings #204

Sand Hill Global Advisors, LLC Performance

2026 Q1-2.21%
YTD-2.21%
2025+13.53%

About Sand Hill Global Advisors, LLC and 13F Hedge Fund Stock Holdings

Sand Hill Global Advisors, LLC is a hedge fund based in Palo Alto, CA. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sand Hill Global Advisors, LLC reported an equity portfolio of $3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Sand Hill Global Advisors, LLC are VB, IJR, SPY. The fund has invested 10.6% of it's portfolio in VANGUARD INDEX FDS and 9.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off VEEVA SYS INC (VEEV), DOXIMITY INC (DOCS) and ZOOM COMMUNICATIONS INC (ZM) stocks. They significantly reduced their stock positions in ABBOTT LABORATORIES (ABT), ACCENTURE PLC IRELAND (ACN) and SCHWAB STRATEGIC TR (FNDA). Sand Hill Global Advisors, LLC opened new stock positions in CADENCE DESIGN SYSTEM INC (CDNS), GALLAGHER ARTHUR J & CO (AJG) and CBRE GROUP INC (CBRE). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. (NFLX), ISHARES TR (AAXJ) and TAIWAN SEMICONDUCTOR MANUFAC (TSM).
Sand Hill Global Advisors, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$2.97Billion
  as of May 14, 2026

Sand Hill Global Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sand Hill Global Advisors, LLC made a return of -2.21% in the last quarter. In trailing 12 months, it's portfolio return was 13.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cadence design system inc5,187,560
gallagher arthur j & co4,046,190
cbre group inc3,660,130
state str spdr dow jones ind486,350
walmart inc330,585
asml hldg nv301,149
shopify inc251,237
northrop grumman corp247,653
New stocks bought by Sand Hill Global Advisors, LLC

Additions

Ticker% Inc.
netflix inc.1,023
ishares tr956
taiwan semiconductor manufac142
pimco etf tr70.55
ishares inc55.2
coca cola co47.67
home depot inc30.12
bank america corp23.29
Additions to existing portfolio by Sand Hill Global Advisors, LLC

Reductions

Ticker% Reduced
abbott laboratories-88.97
accenture plc ireland-70.72
schwab strategic tr-30.3
jpmorgan chase & co-15.19
select sector spdr tr-12.95
intuit-11.18
capital grp fixed incm etf t-11.02
j p morgan exchange traded f-10.51
Sand Hill Global Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
doximity inc-10,640,500
zoom communications inc-10,170,500
veeva sys inc-11,801,900
figma inc-1,006,080
pacs group inc-642,034
bill holdings inc-691,785
united airls hldgs inc-225,765
airbnb inc-253,389
Sand Hill Global Advisors, LLC got rid off the above stocks

Sector Distribution

Sand Hill Global Advisors, LLC has about 82.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
Sector%
Others82.9
Technology5.3
Communication Services2.4
Consumer Cyclical2.1
Financial Services1.9
Industrials1.6
Healthcare1.2

Market Cap. Distribution

Sand Hill Global Advisors, LLC has about 17.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED82.9
MEGA-CAP10.4
LARGE-CAP6.8

Stocks belong to which Index?

About 16.4% of the stocks held by Sand Hill Global Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83.5
S&P 50016.4
Top 5 Winners (%)%
LNG
cheniere energy inc
45.5 %
XOM
exxon mobil corp
40.0 %
CVX
chevron corporation
35.3 %
ge vernova inc
33.4 %
AMAT
applied matls inc
31.7 %
Top 5 Winners ($)$
IJR
ishares tr
3.5 M
CVX
chevron corporation
3.4 M
IJR
ishares tr
3.3 M
LNG
cheniere energy inc
2.0 M
JNJ
johnson & johnson
1.8 M
Top 5 Losers (%)%
EXFY
expensify inc
-42.4 %
DASH
doordash inc
-33.7 %
INTU
intuit
-32.8 %
SNOW
snowflake inc
-30.9 %
CRM
salesforce inc
-28.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-15.0 M
SPY
state str spdr s&p 500 etf t
-10.5 M
MSFT
microsoft corp
-8.1 M
BIL
spdr series trust
-6.4 M
QQQ
invesco qqq tr
-4.5 M

Sand Hill Global Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC has 204 stocks in it's portfolio. About 60.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Sand Hill Global Advisors, LLC last quarter.

$2.97BTotal Value
213Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Sand Hill Global Advisors, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
2.97%1,290,720
$88.38M
2.97%
increased 956.18 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.2%42,046
$5.82M
0.2%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.16%44,687
$4.74M
0.16%
decreased 4.96 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.13%69,965
$3.98M
0.13%
decreased 7.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.01%5,623
$440.9K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.01%3,038
$401.4K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.01%2,832
$266.0K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.01%4,090
$220.2K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.56%326,082
$16.51M
0.56%
decreased 2 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Sand Hill Global Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.01%10,061
$339.8K
0.01%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.75%157,309
$22.25M
0.75%
increased 1.48 percentadded