Institutional Manager · CIK 0001009209
Sand Hill Global Advisors, LLC
Palo Alto, CA · File #028-05390
Latest AUM
$2.87B
Positions
207
Top-10 Concentration
67.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | VANGUARD INDEX FDS | 922908363 | -497,775 | -$312.2M | +$7.3M |
| REDUCE | ISHARES TR | 464287465 | -2,840,264 | -$272.8M | +$7.6M |
| REDUCE | SPDR S&P 500 ETF TR | SPY | -348,526 | -$237.7M | +$5.5M |
| REDUCE | VANGUARD INTL EQUITY INDEX F | 922042858 | -3,142,918 | -$169.0M | -$1.3M |
| REDUCE | ISHARES TR | 464287507 | -2,260,035 | -$149.2M | +$1.7M |
| REDUCE | VANGUARD INDEX FDS | 922908553 | -1,622,739 | -$143.6M | -$4.8M |
| REDUCE | ISHARES TR | 464287655 | -582,290 | -$143.3M | +$2.4M |
| REDUCE | SPDR SERIES TRUST | 78464A854 | -1,672,676 | -$134.2M | +$3.1M |
| REDUCE | VANGUARD INDEX FDS | 922908595 | -305,698 | -$92.4M | +$1.4M |
| REDUCE | INVESCO QQQ TR | IVZ | -131,714 | -$80.9M | +$1.8M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025207 pos · $2.87B
- 13F HOLDINGS REPORTQ/E Sep 2025199 pos · $2.84B
- 13F HOLDINGS REPORTQ/E Jun 2025202 pos · $2.69B
- 13F HOLDINGS REPORTQ/E Mar 2025194 pos · $2.43B
- 13F HOLDINGS REPORTQ/E Dec 2024188 pos · $2.36B
- 13F HOLDINGS REPORTQ/E Sep 2024195 pos · $2.37B
- 13F HOLDINGS REPORTQ/E Jun 2024189 pos · $2.20B
- 13F HOLDINGS REPORTQ/E Mar 2024163 pos · $2.11B
- 13F HOLDINGS REPORTQ/E Dec 2023153 pos · $1.81B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 485,241 | $304.3M | 11.93% |
| 2 | ISHARES TR | 464287465 | 2,896,235 | $278.1M | 10.90% |
| 3 | SPDR S&P 500 ETF TR | SPY | 335,013 | $228.5M | 8.96% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042858 | 3,134,063 | $168.5M | 6.61% |
| 5 | ISHARES TR | 464287507 | 2,283,068 | $150.7M | 5.91% |
| 6 | VANGUARD INDEX FDS | 922908553 | 1,662,699 | $147.1M | 5.77% |
| 7 | ISHARES TR | 464287655 | 562,543 | $138.5M | 5.43% |
| 8 | SPDR SERIES TRUST | 78464A854 | 1,613,527 | $129.4M | 5.07% |
| 9 | VANGUARD INDEX FDS | 922908595 | 306,223 | $92.5M | 3.63% |
| 10 | INVESCO QQQ TR | IVZ | 120,234 | $73.9M | 2.90% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C706 | 1,206,289 | $72.3M | 2.83% |
| 12 | ISHARES TR | 464287226 | 706,139 | $70.5M | 2.76% |
| 13 | PIMCO ETF TR | 72201R775 | 624,484 | $58.1M | 2.28% |
| 14 | ISHARES TR | 464287200 | 75,456 | $51.7M | 2.03% |
| 15 | APPLE INC | AAPL | 143,636 | $39.0M | 1.53% |
| 16 | NVIDIA CORPORATION | NVDA | 204,579 | $38.2M | 1.50% |
| 17 | ALPHABET INC | GOOG | 110,385 | $34.6M | 1.35% |
| 18 | MICROSOFT CORP | MSFT | 66,398 | $32.1M | 1.26% |
| 19 | AMAZON COM INC | AMZN | 125,196 | $28.9M | 1.13% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 77,436 | $25.0M | 0.98% |