Sand Hill Global Advisors, LLC
CIK: 0001009209SEC EDGAR →
Portfolio Value
$2.9B
Holdings
197
As of
Q4 2025
New Positions
11
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 485,490 | $304.0M | 10.61% |
| 2 | ISHARES TR | 2,897,259 | $278.0M | 9.70% |
| 3 | SPDR S&P 500 ETF TR | 335,243 | $228.0M | 7.96% |
| 4 | VANGUARD INTL EQUITY INDEX F | 3,134,953 | $168.0M | 5.86% |
| 5 | ISHARES TR | 2,283,286 | $150.0M | 5.24% |
| 6 | VANGUARD INDEX FDS | 1,663,150 | $147.0M | 5.13% |
| 7 | ISHARES TR | 562,884 | $138.0M | 4.82% |
| 8 | SPDR SERIES TRUST | 1,613,586 | $129.0M | 4.50% |
| 9 | VANGUARD INDEX FDS | 306,241 | $92.0M | 3.21% |
| 10 | INVESCO QQQ TR | 120,248 | $73.0M | 2.55% |
Quarterly Changes
Top Buys
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 100 | $2.2B | 79.7% |
| Technology | 23 | $173.0M | 6.2% |
| Unknown | 11 | $98.0M | 3.5% |
| Communication Services | 7 | $78.0M | 2.8% |
| Consumer Cyclical | 12 | $64.0M | 2.3% |
| Healthcare | 14 | $58.0M | 2.1% |
| Industrials | 14 | $40.0M | 1.4% |
| Energy | 3 | $14.0M | 0.5% |
| Basic Materials | 3 | $13.0M | 0.5% |
| Utilities | 4 | $11.0M | 0.4% |
| Consumer Defensive | 5 | $10.0M | 0.4% |
| Real Estate | 1 | $5.0M | 0.2% |