Fund Holdings — Sand Hill Global Advisors, LLC

Total Portfolio Value
$2.97B
Total Bought
$245.21M
Total Sold
$110.36M
Net Transaction
+$134.85M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES TR122,2071,290,721+1,168,5148,20488,3762.97%+80,172
PIMCO ETF TR
ACTIVE BD ETF
624,4841,065,087+440,60358,12798,2863.31%+40,159
ISHARES TR2,897,2593,020,430+123,171278,224293,3749.87%+15,151
SPDR SERIES TRUST
ST STR P500ETF
1,613,5861,843,291+229,705129,442141,0864.75%+11,644
VANGUARD INDEX FDS485,490525,971+40,481304,466314,29410.57%+9,829
ISHARES TR2,283,2862,349,194+65,908150,697158,6415.34%+7,944
VANGUARD INDEX FDS1,663,1501,741,408+78,258147,172154,4635.20%+7,291
VANGUARD INTL EQUITY INDEX F3,134,9533,228,121+93,168168,535174,4805.87%+5,945
CADENCE DESIGN SYSTEM INC(CDNS)018,669+18,66905,1880.17%+5,188
NETFLIX INC.(NFLX)4,47050,217+45,7474194,8280.16%+4,409
GALLAGHER ARTHUR J & CO(AJG)018,682+18,68204,0460.14%+4,046
CBRE GROUP INC(CBRE)027,020+27,02003,6600.12%+3,660
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
1,206,2891,271,182+64,89372,29375,6992.55%+3,406
CHEVRON CORPORATION(CVX)62,97361,484-1,4899,59812,7210.43%+3,123
APPLE INC(AAPL)143,636164,127+20,49139,04941,6541.40%+2,605
VANGUARD INDEX FDS306,241314,286+8,04592,51894,9933.20%+2,474
CHENIERE ENERGY INC(LNG)23,07322,615-4584,4856,4170.22%+1,932
JOHNSON & JOHNSON(JNJ)49,14549,043-10210,17111,9880.40%+1,817
QUANTA SVCS INC12,22312,272+495,1596,7380.23%+1,579
ISHARES TR562,884563,866+982138,559139,8394.71%+1,279
ISHARES TR
ESG AWR US AGRGT
185,400209,264+23,8648,8719,9510.33%+1,079
AMERICAN ELEC PWR CO INC60,84860,698-1507,0167,9560.27%+940
HONEYWELL INTL INC(HON)33,91333,403-5106,6167,5500.25%+934
TARGET CORP(TGT)29,32431,296+1,9722,8663,7930.13%+927
ENTERGY CORP NEW(ETR)44,02044,192+1724,0694,9650.17%+897
EATON CORP PLC(ETN)16,30116,776+4755,1926,0000.20%+808
CME GROUP INC(CME)37,26036,693-56710,17510,8370.36%+662
EXXON MOBIL CORP15,68414,892-7921,8872,5270.09%+639
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,2152,949+1,7343699970.03%+628
COSTCO WHOLESALE CORPORATION(COST)3,5033,644+1413,0213,6310.12%+610
HOME DEPOT INC(HD)6,3558,269+1,9142,1872,7200.09%+533
VERTEX PHARMACEUTICALS INC(VRTX)5,1766,369+1,1932,3472,8440.10%+498
STATE STR SPDR DOW JONES IND(DIA)01,050+1,05004860.02%+486
TJX COS INC NEW(TJX)85,03184,462-56913,06213,4890.45%+427
ISHARES TR
ESG AWARE MSCI
474,591472,402-2,18921,82222,2120.75%+391
NEWMONT CORP(NEM)50,66550,308-3575,0595,4460.18%+387
APPLIED MATLS INC6,6976,162-5351,7212,1060.07%+385
PROCTER & GAMBLE CO(PG)53,20255,350+2,1487,6247,9950.27%+370
WALMART INC(WMT)02,660+2,66003310.01%+331
ASML HLDG NV
N Y REGISTRY SHS
0228+22803010.01%+301
WASTE MGMT INC DEL(WM)32,09431,904-1907,0517,3310.25%+280
ISHARES TR
ESG AW MSCI EAFE
129,403131,592+2,18912,30512,5830.42%+278
COCA COLA CO(KO)6,5149,619+3,1054557310.02%+276
PROLOGIS INC.(PLD)41,59942,151+5525,3115,5720.19%+261
SHOPIFY INC(SHOP)02,118+2,11802510.01%+251
NORTHROP GRUMMAN CORP(NOC)0363+36302480.01%+248
CONOCOPHILLIPS(COP)01,813+1,81302390.01%+239
ISHARES TR183,801185,028+1,22717,25717,4960.59%+239
MORGAN STANLEY(MS)01,415+1,41502330.01%+233
REALTY INCOME CORP(O)03,591+3,59102200.01%+220
AMPHENOL CORP01,702+1,70202150.01%+215
DUKE ENERGY CORP NEW(DUK)01,609+1,60902110.01%+211
VANGUARD TAX-MANAGED FDS326,830321,897-4,93320,41720,6270.69%+210
BRISTOL-MYERS SQUIBB CO(BMY)03,353+3,35302030.01%+203
NIKE INC(NKE)03,791+3,79102000.01%+200
CATERPILLAR INC(CAT)800893+934586330.02%+174
BERKSHIRE HATHAWAY INC DEL19,05020,305+1,2559,5769,7300.33%+155
ISHARES INC
CORE MSCI EMKT
3,6055,595+1,9902423900.01%+148
ISHARES TR120,533118,701-1,8326,5946,7410.23%+147
ISHARES TR
CORE MSCI EAFE
6,7018,170+1,4695997400.02%+140
STATE STR SPDR S&P MIDCAP 40(MDY)11,92911,886-437,1977,3310.25%+134
BANK MONTREAL MEDIUM4,6825,411+7296087320.02%+125
VANGUARD INDEX FDS8,4978,950+4532,4662,5700.09%+104
ECOLAB INC(ECL)31,85431,807-478,3628,4610.28%+99
SPDR GOLD TR(GLD)2,5372,53701,0051,0920.04%+86
GE VERNOVA INC(GEV)366365-12393180.01%+79
LINDE PLC(LIN)704744+403003690.01%+69
NEW YORK TIMES CO MTN BE(NYT)4,4174,41703073700.01%+63
ISHARES TR1,5001,808+3082122740.01%+62
MERCK & CO INC(MRK)2,3042,449+1452432950.01%+52
NEXTERA ENERGY INC(NEE)3,1253,193+682512970.01%+46
MCDONALDS CORP(MCD)1,9772,091+1146046500.02%+46
FASTENAL CO(FAST)5,6405,830+1902262710.01%+44
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
18,22319,028+8051,0701,1140.04%+44
TEXAS INSTRS INC(TXN)1,2301,303+732132530.01%+40
PEPSICO INC(PEP)3,1453,155+104514900.02%+39
ISHARES GOLD TR(IAU)6,6696,560-1095415780.02%+37
UNION PAC CORP(UNP)2,2002,250+505095460.02%+37
VANGUARD BD INDEX FDS7,3967,924+5285485840.02%+36
VANGUARD INTL EQUITY INDEX F22,50622,50601,6561,6900.06%+35
AFLAC INC(AFL)7,4347,779+3458208530.03%+34
ISHARES TR2,5222,614+925305590.02%+28
PHILIP MORRIS INTL INC(PM)1,8551,958+1032983240.01%+26
DIMENSIONAL ETF TRUST
US TARGETED VLU
8,1288,12804845080.02%+24
BANK AMERICA CORP4,3975,421+1,0242422640.01%+22
LOWES COS INC(LOW)3,3223,478+1568018220.03%+21
VANGUARD INDEX FDS35,87535,399-4769,2549,2720.31%+18
SPDR SERIES TRUST
ST STR SP600 SML
9,1879,276+894314480.02%+18
SCHWAB STRATEGIC TR20,05019,894-1569139300.03%+17
RTX CORPORATION(RTX)3,2063,136-705886050.02%+17
PMV PHARMACEUTICALS INC(PMVP)012,539+12,5390160.00%+16
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,1971,319+1223033130.01%+11
ISHARES TR2,2352,23502542650.01%+11
ISHARES TR2,3222,32202792890.01%+10
GOLDMAN SACHS GROUP INC(GS)407433+263583660.01%+9
VANGUARD STAR FDS3,0573,05702312360.01%+5
ISHARES TR5,6235,62304364410.01%+5
HOLOGIC INC2,7452,74502042070.01%+3
SCHWAB STRATEGIC TR126,255122,753-3,5023,0353,0380.10%+3
STARBUCKS CORP(SBUX)2,7252,594-1312292320.01%+3
Page 1 of 3
Sand Hill Global Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail