Fund HoldingsSand Hill Global Advisors, LLC

Total Portfolio Value
$3.32B
Total Bought
$419.86M
Total Sold
$405.71M
Net Transaction
+$14.15M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
01,812,084+1,812,0840159,2464.79%+159,246
ISHARES TR118,7011,279,350+1,160,6496,74187,5202.64%+80,779
VANGUARD INDEX FDS525,971514,982-10,989314,294353,69510.65%+39,401
STATE STR SPDR S&P 500 ETF T(SPY)0323,543+323,5430241,6137.27%+241,613
ISHARES TR3,020,4302,996,113-24,317293,374311,2369.37%+17,862
PIMCO ETF TR
ACTIVE BD ETF
1,065,0871,243,907+178,82098,286114,7013.45%+16,414
VANGUARD INDEX FDS1,741,4081,754,412+13,004154,463169,1785.09%+14,715
INVESCO QQQ TR0117,449+117,449086,4902.60%+86,490
VANGUARD INDEX FDS314,286296,997-17,28994,993108,6123.27%+13,619
UNION PAC CORP(UNP)2,25047,506+45,25654612,9220.39%+12,376
ISHARES TR1,290,7211,291,719+99888,37698,3132.96%+9,937
ASML HLDG NV
N Y REGISTRY SHS
2285,142+4,91430110,2300.31%+9,929
ISHARES TR
ULTRA SHORT DUR
0480,554+480,554024,3060.73%+24,306
PALO ALTO NETWORKS INC(PANW)042,826+42,826014,6050.44%+14,605
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0431,876+431,876021,8400.66%+21,840
RTX CORPORATION(RTX)3,13641,425+38,2896057,8600.24%+7,255
ISHARES U S ETF TR
SHOR DURA BD ETF
0141,314+141,31407,1590.22%+7,159
APPLE INC(AAPL)164,127168,159+4,03241,65448,6591.46%+7,005
ALPHABET INC(GOOG)0101,056+101,056036,1141.09%+36,114
SNOWFLAKE INC(SNOW)044,489+44,489011,3230.34%+11,323
ISHARES TR0722,961+722,961071,5592.15%+71,559
NVIDIA CORPORATION(NVDA)0206,926+206,926041,4041.25%+41,404
ISHARES TR563,866481,468-82,398139,839144,6574.36%+4,819
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
1,271,1821,360,880+89,69875,69980,2652.42%+4,566
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
054,731+54,73104,4850.14%+4,485
ISHARES TR069,045+69,045051,7071.56%+51,707
AMAZON COM INC(AMZN)0127,690+127,690030,4340.92%+30,434
HONEYWELL INTL INC016,247+16,24703,6380.11%+3,638
HONEYWELL AEROSPACE INC016,251+16,25103,5930.11%+3,593
ISHARES TR
ESG AWARE MSCI
472,402457,065-15,33722,21225,5640.77%+3,351
APPLIED MATLS INC6,1627,400+1,2382,1065,3500.16%+3,244
ISHARES TR
ESG AWR MSCI USA
0154,912+154,912025,3540.76%+25,354
WESTERN DIGITAL CORP(WDC)04,731+4,73103,0220.09%+3,022
CARRIER GLOBAL CORPORATION(CARR)037,922+37,92202,7820.08%+2,782
SELECT SECTOR SPDR TR
ST STR TECHN ETF
014,238+14,23802,7130.08%+2,713
BROADCOM INC(AVGO)038,970+38,970014,7210.44%+14,721
ELI LILLY & CO(LLY)08,749+8,749010,4930.32%+10,493
AEHR TEST SYS(AEHR)025,700+25,70002,4690.07%+2,469
VISA INC(V)049,014+49,014016,8160.51%+16,816
JPMORGAN CHASE & CO(JPM)065,525+65,525021,4480.65%+21,448
ORACLE CORP(ORCL)018,177+18,17702,6640.08%+2,664
VANGUARD TAX-MANAGED FDS321,897314,123-7,77420,62722,3810.67%+1,754
CADENCE DESIGN SYSTEM INC(CDNS)18,66918,459-2105,1886,9280.21%+1,740
DOORDASH INC(DASH)044,386+44,38608,1910.25%+8,191
MICROSOFT CORP(MSFT)079,441+79,441029,6330.89%+29,633
EVERPURE INC(P)018,000+18,00001,4180.04%+1,418
QUANTA SVCS INC12,27211,172-1,1006,7388,0440.24%+1,307
SELECT SECTOR SPDR TR
ST STR CARE ETF
08,153+8,15301,2940.04%+1,294
VANGUARD INDEX FDS35,39934,748-6519,27210,5330.32%+1,261
MCDONALDS CORP(MCD)2,0916,943+4,8526501,8770.06%+1,227
YUM BRANDS INC(YUM)07,494+7,49401,1980.04%+1,198
EATON CORP PLC(ETN)16,77616,820+446,0007,1670.22%+1,167
PARKER-HANNIFIN CORP(PH)015,019+15,019014,6910.44%+14,691
ALPHABET INC(GOOG)017,671+17,67106,2440.19%+6,244
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
024,744+24,74401,0980.03%+1,098
EA SERIES TRUST
JLEN 500 JEW ETF
033,779+33,77901,0650.03%+1,065
PGIM ETF TR
PGIM ULTRA SH BD
0310,228+310,228015,3720.46%+15,372
ISHARES TR
ESG AW MSCI EAFE
131,592132,543+95112,58313,6270.41%+1,044
ISHARES TR185,028180,587-4,44117,49618,4650.56%+969
QUALCOMM INC(QCOM)05,230+5,23009660.03%+966
VANGUARD INDEX FDS020,334+20,33407,5240.23%+7,524
ISHARES TR012,994+12,99405,3210.16%+5,321
INVESCO EXCH TRADED FD TR II
ESG NASDAQ 100
069,826+69,82603,5770.11%+3,577
ISHARES TR09,012+9,01203,5500.11%+3,550
TESLA INC(TSLA)017,705+17,70507,4470.22%+7,447
STATE STR SPDR S&P MIDCAP 40(MDY)11,88611,309-5777,3317,9540.24%+623
SCHWAB STRATEGIC TR0160,379+160,37904,7200.14%+4,720
CISCO SYS INC(CSCO)012,724+12,72401,4950.04%+1,495
WESTERN ALLIANCE BANCORP(WAL)06,516+6,51605360.02%+536
SPDR SERIES TRUST
ST STR SP600 SML
09,276+9,27605350.02%+535
BERKSHIRE HATHAWAY INC DEL017+17012,7300.38%+12,730
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
018,645+18,64505120.02%+512
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
0404,502+404,50204,6050.14%+4,605
INTEL CORP(INTC)03,102+3,10204330.01%+433
ISHARES TR09,385+9,38504,0020.12%+4,002
OTIS WORLDWIDE CORP(OTIS)05,410+5,41003870.01%+387
WELLS FARGO & CO(WFC)09,686+9,68608000.02%+800
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
010,061+10,06103680.01%+368
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,9492,854-959971,3630.04%+366
SCHWAB STRATEGIC TR122,753122,75303,0383,4000.10%+362
CVB FINL CORP(CVBF)016,025+16,02503610.01%+361
ECOLAB INC(ECL)31,80731,651-1568,4618,8180.27%+357
ADVANCED MICRO DEVICES INC(AMD)0579+57903360.01%+336
VANGUARD INDEX FDS07,600+7,60002,6140.08%+2,614
ISHARES INC
ESG AWR MSCI EM
092,355+92,35505,0510.15%+5,051
CATERPILLAR INC(CAT)893871-226339280.03%+295
ISHARES TR03,805+3,80501,3920.04%+1,392
BOOKING HOLDINGS INC(BKNG)034,018+34,01806,0630.18%+6,063
JOHNSON & JOHNSON(JNJ)49,04348,282-76111,98812,2620.37%+274
TARGET CORP(TGT)31,29631,088-2083,7934,0600.12%+267
CROWDSTRIKE HLDGS INC(CRWD)0336+33602560.01%+256
AMERICAN ELEC PWR CO INC60,69860,029-6697,9568,2130.25%+256
MICRON TECHNOLOGY INC(MU)0220+22002540.01%+254
BRUKER CORP(BRKR)04,012+4,01202410.01%+241
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,114+1,11402370.01%+237
ISHARES TR01,187+1,18702260.01%+226
BANK MONTREAL MEDIUM5,4115,41107329560.03%+224
GENERAL DYNAMICS CORP(GD)0608+60802150.01%+215
ISHARES TR01,526+1,52602100.01%+210
COCA COLA CO(KO)9,61911,544+1,9257319380.03%+207
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