Latest Sand Hill Global Advisors, LLC Stock Portfolio

Sand Hill Global Advisors, LLC Performance:

2025 Q4: 1.02%YTD: 13.53%2024: -0.82%

Performance for 2025 Q4 is 1.02%, and YTD is 13.53%, and 2024 is -0.82%.

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 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sand Hill Global Advisors, LLC reported an equity portfolio of $2.9 Billions as of 31 Dec, 2025.

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 9.7% of portfolio in ISHARES TR.

The fund managers got completely rid off ALEXANDRIA REAL ESTATE EQ IN (ARE), KIMBERLY-CLARK CORP (KMB) and LAM RESEARCH CORP (LRCX) stocks. They significantly reduced their stock positions in BANK AMERICA CORP (BAC), SELECT SECTOR SPDR TR (XLB) and VERTEX PHARMACEUTICALS INC (VRTX). Sand Hill Global Advisors, LLC opened new stock positions in VERISK ANALYTICS INC (VRSK), FIGMA INC and COUPANG INC (CPNG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), INTUIT (INTU) and BERKSHIRE HATHAWAY INC DEL.

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 1.02% in the last quarter. In trailing 12 months, it's portfolio return was 13.53%.

Performance
S&P 500

New Buys

Ticker	$ Bought
verisk analytics inc	4,550,970
figma inc	1,006,080
coupang inc	780,994
pacs group inc	642,034
amgen inc	269,944
airbnb inc	253,389
merck & co inc	242,519
united airls hldgs inc	225,765

New stocks bought by Sand Hill Global Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	69.42
ishares tr	57.41
intuit	53.67
berkshire hathaway inc del	53.57
schwab strategic tr	43.47
oracle corp	28.77
thermo fisher scientific inc	17.59
pimco etf tr	17.39

Additions to existing portfolio by Sand Hill Global Advisors, LLC

Reductions

Ticker	% Reduced
bank america corp	-57.71
select sector spdr tr	-50.14
vertex pharmaceuticals inc	-23.04
accenture plc ireland	-21.28
coursera inc	-20.12
ishares tr	-17.95
spdr series trust	-15.91
target corp	-13.86

Sand Hill Global Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
alexandria real estate eq in	-5,275,840
kimberly-clark corp	-5,070,960
coeur mng inc	-356,440
redwood trust inc	-75,270
opendoor technologies inc	-95,640
bgc group inc	-109,424
lam research corp	-571,084
realty income corp	-211,671

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

Sector Distribution

Sand Hill Global Advisors, LLC has about 80.5% of it's holdings in Others sector.

Sector	%
Others	80.5
Technology	6.3
Communication Services	2.8
Consumer Cyclical	2.4
Healthcare	2.2
Financial Services	2.1
Industrials	1.6

Market Cap. Distribution

Sand Hill Global Advisors, LLC has about 19.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	80.5
MEGA-CAP	11.2
LARGE-CAP	7.9

Stocks belong to which Index?

About 17.5% of the stocks held by Sand Hill Global Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.5
S&P 500	17.5

Top 5 Winners (%)		%
XLB	select sector spdr tr	91.8 %
LLY	eli lilly & co	40.2 %
GOOG	alphabet inc	28.7 %
GOOG	alphabet inc	28.4 %
ISRG	intuitive surgical inc	26.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc	7.8 M
IJR	ishares tr	7.6 M
VB	vanguard index fds	7.3 M
SPY	spdr s&p 500 etf tr	5.4 M
BIL	spdr series trust	3.1 M

Top 5 Losers (%)		%
DOCS	doximity inc	-39.5 %
COUR	coursera inc	-33.4 %
ORCL	oracle corp	-28.2 %
VEEV	veeva sys inc	-25.1 %
NFLX	netflix inc	-21.7 %

Top 5 Losers ($)		$
DOCS	doximity inc	-6.9 M
VB	vanguard index fds	-4.8 M
VEEV	veeva sys inc	-3.9 M
META	meta platforms inc	-2.5 M
MSFT	microsoft corp	-2.3 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 197 stocks in it's portfolio. About 59.7% of the portfolio is in top 10 stocks. DOCS proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Sand Hill Global Advisors, LLC last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.36	143,636	39,048,900	reduced	-0.13

AAXJ	ishares tr	0.29	122,207	8,203,760	added	4.23

AAXJ	ishares tr	0.21	42,046	5,949,090	unchanged	0.00

AAXJ	ishares tr	0.18	47,017	5,035,990	reduced	-0.57

AAXJ	ishares tr	0.15	75,301	4,326,800	reduced	-2.78

AAXJ	ishares tr	0.01	5,623	435,964	unchanged	0.00

AAXJ	ishares tr	0.01	3,038	423,381	unchanged	0.00

AAXJ	ishares tr	0.01	2,832	272,665	reduced	-4.9

AAXJ	ishares tr	0.01	4,090	225,564	unchanged	0.00

ABBV	abbvie inc	0.06	7,211	1,647,540	added	9.57

ABNB	airbnb inc	0.01	1,867	253,389	new

ABT	abbott labs	0.25	57,657	7,223,810	reduced	-2.05

ACN	accenture plc ireland	0.14	15,173	4,071,020	reduced	-21.28

ACWF	ishares tr	0.59	332,746	16,830,300	added	5.78

ADP	automatic data processing in	0.02	2,299	591,372	added	1.05

ADSK	autodesk inc	0.30	29,427	8,710,690	added	0.88

AEP	american elec pwr co inc	0.24	60,848	7,016,360	reduced	-0.91

AFL	aflac inc	0.03	7,434	819,747	added	1.1

AFLG	first tr exchng traded fd vi	0.01	10,061	344,690	unchanged	0.00

AGT	ishares tr	0.81	155,011	23,093,500	reduced	-3.92