Grufity logo
Grufity logo

Latest Sand Hill Global Advisors, LLC Stock Portfolio

$3.32Billion | No. of Holdings #214

Sand Hill Global Advisors, LLC Performance

2026 Q2+10.38%
YTD+7.94%
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 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sand Hill Global Advisors, LLC reported an equity portfolio of $3.3 Billions as of 30 Jun, 2026. <br><br> 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 9.4% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), INTUIT (INTU) and INTUITIVE SURGICAL INC (ISRG) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). Sand Hill Global Advisors, LLC opened new stock positions in HONEYWELL INTL INC (HON), HONEYWELL AEROSPACE INC and WESTERN DIGITAL CORP (WDC). The fund showed a lot of confidence in some stocks as they added substantially to ASML HLDG NV (ASML), UNION PAC CORP (UNP) and RTX CORPORATION (RTX).
Sand Hill Global Advisors, LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$3.32Billion
  as of Aug 11, 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 10.38% in the last quarter. In trailing 12 months, it's portfolio return was 15.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell intl inc3,637,590
honeywell aerospace inc3,592,660
western digital corp3,021,780
carrier global corporation2,781,580
aehr test sys2,468,740
everpure inc1,418,220
yum brands inc1,197,990
qualcomm inc966,452
New stocks bought by Sand Hill Global Advisors, LLC

Additions

Ticker% Inc.
asml hldg nv2,155
union pac corp2,011
rtx corporation1,220
ishares tr977
vanguard world fd712
oracle corp367
ishares tr293
vanguard index fds269
Additions to existing portfolio by Sand Hill Global Advisors, LLC

Reductions

Ticker% Reduced
vanguard intl equity index f-25.06
select sector spdr tr-23.44
ishares tr-22.9
verisk analytics inc-20.11
ishares tr-19.05
ishares tr-16.39
ishares tr-14.61
j p morgan exchange traded f-12.74
Sand Hill Global Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
coursera inc-231,037
honeywell intl inc-7,550,110
intuit-4,471,950
nike inc-200,262
bristol-myers squibb co-203,359
hologic inc-207,495
ishares tr-264,736
apollo global mgmt inc-207,175
Sand Hill Global Advisors, LLC got rid off the above stocks

Sector Distribution

Sand Hill Global Advisors, LLC has about 82.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
Sector%
Others82.4
Technology6
Communication Services2.4
Industrials2.1
Consumer Cyclical2.1
Financial Services1.8
Healthcare1.1

Market Cap. Distribution

Sand Hill Global Advisors, LLC has about 17.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED82.4
MEGA-CAP11.1
LARGE-CAP6.4

Stocks belong to which Index?

About 16.6% 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%
Others83.3
S&P 50016.6
Top 5 Winners (%)%
PANW
palo alto networks inc
112.6 %
EXFY
expensify inc
105.8 %
AMAT
applied matls inc
93.5 %
TXN
texas instrs inc
51.2 %
SNOW
snowflake inc
50.8 %
Top 5 Winners ($)$
VB
vanguard index fds
46.5 M
SPY
state str spdr s&p 500 etf t
31.6 M
IJR
ishares tr
27.4 M
BIL
spdr series trust
20.7 M
IJR
ishares tr
20.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-62.0 %
IJR
ishares tr
-60.4 %
ACN
accenture plc ireland
-37.2 %
NFLX
netflix inc.
-25.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-4.3 M
CME
cme group inc
-2.7 M
CVX
chevron corporation
-2.5 M
IJR
ishares tr
-2.0 M
ADSK
autodesk inc
-1.4 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 214 stocks in it's portfolio. About 56.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Sand Hill Global Advisors, LLC last quarter.

$3.32BTotal Value
226Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Sand Hill Global Advisors, LLC, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
2.96%1,291,720
$98.31M
2.96%
increased 0.08 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.17%35,154
$5.52M
0.17%
decreased 16.39 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.14%44,687
$4.81M
0.14%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.12%71,158
$4.10M
0.12%
increased 1.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.01%3,038
$468.8K
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%5,623
$462.6K
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%2,752
$265.4K
0.01%
decreased 2.82 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.01%4,090
$254.4K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.73%480,554
$24.31M
0.73%
increased 47.37 percentadded
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
$367.5K
0.01%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Sand Hill Global Advisors, LLC's holding in Ishares Tr over time
0.76%154,912
$25.35M
0.76%
decreased 1.52 percentreduced