Latest Sand Hill Global Advisors, LLC Stock Portfolio

Sand Hill Global Advisors, LLC Performance:

2025 Q3: 4%YTD: 9.65%2024: 3.49%

Performance for 2025 Q3 is 4%, and YTD is 9.65%, and 2024 is 3.49%.

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 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3 Billions. In it's latest 13F Holdings report, Sand Hill Global Advisors, LLC reported an equity portfolio of $2.8 Billions as of 30 Sep, 2025.

The top stock holdings of Sand Hill Global Advisors, LLC are VB, IJR, SPY. The fund has invested 10.7% of it's portfolio in VANGUARD INDEX FDS and 9.3% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in DANAHER CORPORATION (DHR), ISHARES INC (EMGF) and LAM RESEARCH CORP (LRCX). Sand Hill Global Advisors, LLC opened new stock positions in ALEXANDRIA REAL ESTATE EQ IN (ARE), MANAGER DIRECTED PORTFOLIOS (DBEH) and EA SERIES TRUST. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), VANGUARD INDEX FDS (VB) and PGIM ETF TR (PAB).

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 4% in the last quarter. In trailing 12 months, it's portfolio return was 9.42%.

New Buys

Ticker	$ Bought
alexandria real estate eq in	5,275,840
manager directed portfolios	3,991,520
ea series trust	909,864
bank america corp	536,381
intuitive surgical inc	459,305
roblox corp	225,234
ishares tr	213,150
ishares tr	211,864

New stocks bought by Sand Hill Global Advisors, LLC

Additions

Ticker	% Inc.
vanguard bd index fds	148
vanguard index fds	89.49
pgim etf tr	66.19
j p morgan exchange traded f	65.64
entergy corp new	31.3
vanguard world fd	18.95
vanguard calif tax free fds	13.74
schwab strategic tr	10.14

Additions to existing portfolio by Sand Hill Global Advisors, LLC

Reductions

Ticker	% Reduced
danaher corporation	-91.24
ishares inc	-77.93
lam research corp	-72.05
ishares tr	-68.41
netflix inc	-65.55
uber technologies inc	-54.2
american express co	-53.04
mastercard incorporated	-51.02

Sand Hill Global Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-876,443
cardlytics inc	-35,295
ishares tr	-2,251,390
ishares tr	-1,565,510
ishares tr	-829,621
vanguard index fds	-1,902,940
vanguard mun bd fds	-316,783
novo-nordisk a s	-226,869

Sand Hill Global Advisors, LLC got rid off the above stocks

Sector Distribution

Sand Hill Global Advisors, LLC has about 79.8% of it's holdings in Others sector.

Sector	%
Others	79.8
Technology	6.5
Communication Services	2.7
Healthcare	2.5
Consumer Cyclical	2.3
Financial Services	2.1
Industrials	1.5

Market Cap. Distribution

Sand Hill Global Advisors, LLC has about 19.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	79.8
MEGA-CAP	11.3
LARGE-CAP	8

Stocks belong to which Index?

About 17.7% of the stocks held by Sand Hill Global Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.3
S&P 500	17.7

Top 5 Winners (%)		%
CDE	coeur mng inc	111.7 %
NEM	newmont corp	44.7 %
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.9 %
LRCX	lam research corp	37.6 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	17.6 M
IJR	ishares tr	15.7 M
IJR	ishares tr	11.2 M
GOOG	alphabet inc	7.8 M
IJR	ishares tr	7.4 M

Top 5 Losers (%)		%
EXFY	expensify inc	-28.6 %
FICO	fair isaac corp	-18.1 %
ACN	accenture plc ireland	-17.5 %
INTU	intuit	-13.3 %
CRM	salesforce inc	-13.1 %

Top 5 Losers ($)		$
CRM	salesforce inc	-1.1 M
ACN	accenture plc ireland	-1.1 M
HON	honeywell intl inc	-0.8 M
INTU	intuit	-0.8 M
V	visa inc	-0.7 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 199 stocks in it's portfolio. About 60.2% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Sand Hill Global Advisors, LLC last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.29	143,828	36,623,000	reduced	-1.97

AAXJ	ishares tr	0.27	117,252	7,622,550	reduced	-0.03

AAXJ	ishares tr	0.20	42,046	5,812,440	unchanged	0.00

AAXJ	ishares tr	0.18	47,287	5,035,590	reduced	-34.52

AAXJ	ishares tr	0.16	77,453	4,417,920	reduced	-13.28

AAXJ	ishares tr	0.01	5,623	431,409	unchanged	0.00

AAXJ	ishares tr	0.01	3,038	412,155	unchanged	0.00

AAXJ	ishares tr	0.01	2,978	283,476	reduced	-3.84

AAXJ	ishares tr	0.01	4,090	214,848	unchanged	0.00

ABBV	abbvie inc	0.05	6,581	1,523,760	reduced	-7.31

ABT	abbott labs	0.28	58,862	7,883,940	reduced	-3.7

ACN	accenture plc ireland	0.17	19,275	4,753,110	reduced	-6.18

ACWF	ishares tr	0.56	314,561	15,964,000	reduced	-68.41

ADP	automatic data processing in	0.02	2,275	667,713	unchanged	0.00

ADSK	autodesk inc	0.33	29,170	9,266,430	reduced	-2.54

AEP	american elec pwr co inc	0.24	61,405	6,908,040	reduced	-0.88

AFL	aflac inc	0.03	7,353	821,330	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.01	10,061	336,239	unchanged	0.00

AGT	ishares tr	0.83	161,337	23,490,700	reduced	-4.75

AGT	ishares tr	0.41	126,031	11,718,400	added	3.02